Lancaster Colony Corporation ( LANC ) engages in the manufacturing, marketing and distribution of food products. The company operates through two segments, Retail and Foodservice. Lancaster has a current market cap of about $4.6B and employs 3,400 people. The stock hasI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investi ...

Core Insights - The article emphasizes the investment philosophy focused on small cap companies, highlighting the importance of identifying mispriced securities through understanding financial drivers and utilizing DCF model valuation [1]. Group 1 - The investment strategy is not confined to traditional categories such as value, dividend, or growth investing, but rather considers all prospects of a stock to assess risk-to-reward [1].

Lancaster Colony (LANC) Q3 2025 Earnings Call April 30, 2025 10:00 AM ET Speaker0 Good morning. My name is Kathy, and I'll be your conference call facilitator today. At this time, I would like to welcome everyone in the Lancaster Colony Corporation fiscal year twenty twenty five third quarter conference call. Conducting today's call will be Dave Cisinski, President and CEO and Tom Pickett, CFO. All lines have been placed on mute to prevent any background noise. After the speakers have completed their prepar ...

Lancaster Colony (LANC) Q3 2025 Earnings Call April 30, 2025 10:00 AM ET Company Participants Dale Ganobsik - Vice President of Corporate Finance, Investor Relations & TreasurerDavid Ciesinski - President and Chief Executive OfficerThomas Pigott - CFO, VP & Assistant SecretaryAlton Stump - MD - Equity Research Conference Call Participants Jim Salera - Research AnalystScott Marks - Equity Research AnalystAndrew Wolf - SVP & Senior Research Analyst Operator Good morning. My name is Kathy, and I'll be your con ...

Lancaster Colony (LANC) came out with quarterly earnings of $1.54 per share, missing the Zacks Consensus Estimate of $1.61 per share. This compares to earnings of $1.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.35%. A quarter ago, it was expected that this specialty food maker would post earnings of $1.94 per share when it actually produced earnings of $2.22, delivering a surprise of 14.43%.Over the last four quarters ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form10-Q (Mark One) or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-04065 Lancaster Colony Corporation (Exact name of registrant as specified in its charter) Ohio 13-1955943 (State or other jurisdiction of incorporation or organization) 380 Polaris Parkway Suite 400 Westerville Ohio 43082 (Address of principal executive offices) (Z ...

FOR IMMEDIATE RELEASE SYMBOL: LANC April 30, 2025 TRADED: Nasdaq MORE. . . • Consolidated net sales declined 2.9% to $457.8 million versus $471.4 million last year. Retail segment net sales decreased 2.6% to $241.5 million. The decline in Retail net sales includes the impact of the company's exit from our perimeter-of-the-store bakery product lines in March 2024. Excluding all sales attributed to those product lines, Retail segment net sales decreased 0.7%. Foodservice segment net sales declined 3.2% to $21 ...

Core Viewpoint - The U.S. stock market experienced significant volatility due to tariff policies announced by the Trump administration, prompting a shift towards defensive stocks, particularly in the consumer staples sector, which is considered stable during economic fluctuations [2][5][6]. Group 1: Market Overview - U.S. stock markets had a strong rally in 2024, but the bull run halted in February 2025, with major indexes like the Dow, S&P 500, and Nasdaq Composite declining by 1.6%, 1.4%, and 4% respectively [3][4]. - The Atlanta Fed projected a contraction of 2.8% in the U.S. economy for the first quarter of 2025, raising concerns about a potential recession [8]. Group 2: Consumer Staples Sector - The consumer staples sector is characterized by its resilience and stability, making it a preferred choice for investors during market volatility [9][10]. - Companies in this sector provide essential products that are less sensitive to economic cycles, ensuring consistent demand [9]. Group 3: Featured Consumer Staples Stocks - **Tyson Foods Inc. (TSN)**: Expected revenue growth of 0.9% and earnings growth of 22.6% for the current year, with a dividend yield of 3.23% [15][12]. - **Molson Coors Beverage Co. (TAP)**: Anticipated revenue growth of 0.3% and earnings growth of 6.5%, with a dividend yield of 3.07% [18][16]. - **Primo Brands Corp. (PRMB)**: Projected revenue growth of over 100% and earnings growth of 54.5%, with a dividend yield of 1.34% [20][19]. - **Lancaster Colony Corp. (LANC)**: Expected revenue growth of 3.1% and earnings growth of 6.1%, with a dividend yield of 2% [23][21]. - **Utz Brands Inc. (UTZ)**: Forecasted revenue growth of 1.2% and earnings growth of 10.4%, with a dividend yield of 1.76% [26][24].

Market Overview - U.S. stock markets experienced a significant rally in 2024 following a strong bull run in 2023, but the bull run halted in February 2025 due to market fluctuations [1] - In February, the Dow, S&P 500, and Nasdaq Composite fell by 1.6%, 1.4%, and 4% respectively, with the Nasdaq posting its worst month since April 2024 [1] Economic Impact of Tariffs - Volatility in the markets is attributed to tariff and trade policies from the Trump administration, including a 25% tariff on imports from Canada and Mexico and a 10% tariff on China [4] - Concerns about the impact of these tariffs on the U.S. economy are rising, particularly as inflation remains above the Federal Reserve's target of 2% [5] - Personal spending, a key component of the U.S. economy, unexpectedly fell in January, alongside declines in retail sales and building construction [5][6] Consumer Staples Sector - The consumer staples sector is characterized as mature and fundamentally strong, with demand generally unaffected by economic cycles, making it a defensive investment option [8] - This sector is known for stability in earnings and cash flows, with many companies being regular dividend payers, thus providing portfolio stability during market fluctuations [9] Recommended Consumer Staples Stocks - **Tyson Foods Inc. (TSN)**: Expected revenue growth of 0.9% and earnings growth of 22.6% for the current year, with a dividend yield of 3.23% [14] - **Molson Coors Beverage Co. (TAP)**: Expected revenue growth of 0.3% and earnings growth of 6.5% for the current year, with a dividend yield of 3.07% [17] - **Primo Brands Corp. (PRMB)**: Expected revenue growth of over 100% and earnings growth of 54.5% for the current year, with a dividend yield of 1.34% [20] - **Lancaster Colony Corp. (LANC)**: Expected revenue growth of 3.1% and earnings growth of 6.1% for the current year, with a dividend yield of 2% [23] - **Utz Brands Inc. (UTZ)**: Expected revenue growth of 1.2% and earnings growth of 10.4% for the current year, with a dividend yield of 1.76% [26]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates involves navigating inherent risks and volatility [1][2] Group 1: Company Overview - Lancaster Colony (LANC) is highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2][10] Group 2: Earnings Growth - Historical EPS growth for Lancaster Colony is 5.6%, but projected EPS growth for this year is 6%, surpassing the industry average of 4.6% [5][4] Group 3: Cash Flow Growth - Lancaster Colony's year-over-year cash flow growth stands at 27.7%, significantly higher than the industry average of 5.1% [6][7] - The company's annualized cash flow growth rate over the past 3-5 years is 6.2%, compared to the industry average of 4.3% [7] Group 4: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Lancaster Colony, with the Zacks Consensus Estimate for the current year increasing by 1.5% over the past month [8][10] Group 5: Investment Potential - The combination of a Zacks Rank 2 and a Growth Score of A positions Lancaster Colony as a potential outperformer and a solid choice for growth investors [10]