Workflow
Lamb Weston(LW)
icon
Search documents
Lamb Weston: Activist Stake And Sequential Recovery Should Drive Upside
Seeking Alpha· 2024-10-21 20:59
We focus on GARP (Growth at reasonable Price) opportunities in industrial, consumer, and technology sectors. Please click the "Follow" button to receive our latest research. If you have any questions, feel free to reach out to us through the comments section of our articles or SA messaging functionality. ABI Invest previously contributed with us but is currently contributing under a separate SA author profileAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the compan ...
Fries With That? Why Lamb Weston Is A Hot Buy Despite Short-Term Headwinds
Seeking Alpha· 2024-10-21 20:49
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .This year, I started covering Lamb Weston Holdings (NYSE: LW ) . My first article on the company was published on April 6. Back then, the stock had sold off after reporting poor earnings, pressured by weakening consumer demand and massive issues with itsAnalyst’s Disclosure: I/w ...
Activist Investor Stake Makes French Fry Stock Sizzle
Investopedia· 2024-10-18 18:35
Things are heating up in the French fry business. Shares of Lamb Weston (LW), a leading fries supplier to McDonald's (MCD) and other fast-food giants, jumped Friday on news that an activist investor has taken a stake in the struggling company and is looking to shake things up. The stock recently went up almost 10%. Regulatory filings today indicated that Jana Partners had acquired about a 5% stake in Lamb Weston. A Wall Street Journal report confirmed that another investor reporting a smaller stake in Lamb ...
Why Lamb Weston Stock Was Climbing Today
The Motley Fool· 2024-10-18 16:30
Jana Partners took a stake in the struggling potato company. Shares of Lamb Weston (LW 9.63%), one of the world's largest producers of frozen potatoes, were moving higher today on news that an activist investor had taken a stake in the struggling food stock. As of 11:19 a.m. ET, the stock was up 9.9% on the news. Jana sees an opportunity According to a report in The Wall Street Journal, Jana Partners has accumulated a roughly 5% stake in Lamb Weston with the intention of pushing the company to consider a sa ...
Why Lamb Weston Holdings Stock Was a Winner on Wednesday
The Motley Fool· 2024-10-02 21:35
Investors were likely more cheered by news of a restructuring program than they were by first-quarter results. Highly specialized food-supply company Lamb Weston (LW 2.57%) was tasty to some investors on Wednesday following the release of its latest set of quarterly results. It beat on both the top and bottom lines, if not necessarily by a wide margin, and it was rewarded for this feat. Investors also liked the company's news about a fresh restructuring program. Market players bid Lamb Weston's stock price ...
Lamb Weston(LW) - 2025 Q1 - Earnings Call Transcript
2024-10-02 17:50
Lamb Weston Holdings, Inc. (NYSE:LW) Q1 2025 Earnings Conference Call October 2, 2024 10:00 AM ET Company Participants Tom Werner - President, Chief Executive Officer Bernadette Madarieta - Chief Financial Officer Dexter Congbalay - Vice President, Investor Relations Conference Call Participants Andrew Lazar - Barclays Ken Goldman - JPMorgan Peter Galbo - Bank of America Tom Palmer - Citi Adam Samuelson - Goldman Sachs Robert Moskow - TD Cowen Rob Dickerson - Jefferies Marc Torrente - Wells Fargo Securities ...
Lamb Weston(LW) - 2025 Q1 - Quarterly Report
2024-10-02 16:45
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________________________________________ FORM 10-Q _________________________________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended August 25, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Comm ...
LW Q1 Earnings Meet Estimates, Profit View Cut Amid Demand Slowdown
ZACKS· 2024-10-02 14:20
Lamb Weston Holdings, Inc. (LW) posted results for the first quarter of fiscal 2025, with the top and the bottom line declining year over year. Quarterly net sales surpassed the Zacks Consensus Estimate while earnings met the same. Find the latest EPS estimates and surprises on Zacks Earnings Calendar. LW's bottom line came in at 73 cents, which was in line with the Zacks Consensus Estimate. However, the metric dropped 55% year over year. The downside was due to lower adjusted income from operations, caused ...
Lamb Weston (LW) Matches Q1 Earnings Estimates
ZACKS· 2024-10-01 23:40
Lamb Weston (LW) came out with quarterly earnings of $0.73 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $1.63 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this frozen foods supplier would post earnings of $1.24 per share when it actually produced earnings of $0.78, delivering a surprise of -37.10%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Lamb Weston, which ...
Lamb Weston(LW) - 2025 Q1 - Quarterly Results
2024-10-01 21:38
Exhibit 99.1 News Release For more information, please contact: Investors: Dexter Congbalay 224-306-1535 dexter.congbalay@lambweston.com Media: communication@lambweston.com Lamb Weston Reports First Quarter Fiscal 2025 Results; Announces Restructuring Plan and Updates Fiscal Year 2025 Outlook First Quarter Fiscal 2025 Highlights • GAAP Results as Compared to First Quarter Fiscal 2024: ◦ Net sales declined 1% to $1,654 million ◦ Income from operations declined 34% to $212 million ◦ Net income declined 46% to ...