Earnings Report - Lamb Weston Holdings, Inc. is set to release its first-quarter earnings results on September 30, with analysts expecting earnings of 53 cents per share, a decrease from 73 cents per share in the same period last year [1] - The company is projected to report quarterly revenue of $1.62 billion, down from $1.65 billion in the previous year [1] Analyst Rating and Dividend - JP Morgan analyst Thomas Palmer has assigned a Neutral rating to Lamb Weston with a price target of $57 [2] - The company currently offers an annual dividend yield of 2.80%, translating to a quarterly dividend of 37 cents per share, or $1.48 annually [2] Investment Calculations - To achieve a monthly dividend income of $500, an investor would need to own approximately 4,054 shares, equating to a total investment of about $214,173 [3] - For a more conservative monthly income goal of $100, an investor would need to hold 811 shares, requiring an investment of around $42,845 [3] Dividend Yield Dynamics - The dividend yield is subject to change based on fluctuations in both the dividend payment and the stock price [4] - For instance, if a stock with a $2 annual dividend rises to $60, the yield would decrease to 3.33%, while a drop to $40 would increase the yield to 5% [5] Stock Performance - Shares of Lamb Weston experienced a decline of 1.8%, closing at $52.83 [5]

Lamb Weston Holdings, Inc. (NYSE: LW) will release earnings results for the first quarter, before the opening bell on Tuesday, Sept. 30.Analysts expect the company to report quarterly earnings at 53 cents per share. That’s down from 73 cents per share in the year-ago period. Lamb Weston projects to report quarterly revenue at $1.62 billion. It generated $1.65 billion the previous year, according to data from Benzinga Pro.On Aug. 20, JP Morgan analyst Thomas Palmer assumed Lamb Weston with a Neutral rating a ...

Core Viewpoint - Lamb Weston Holdings, Inc. is set to announce its fiscal first-quarter earnings for 2026, with analysts projecting a decline in profit per share compared to the previous year [1][2]. Financial Performance - Analysts expect Lamb Weston to report a profit of $0.54 per share on a diluted basis, which represents a 26% decrease from $0.73 per share in the same quarter last year [2]. - For the full fiscal year, the expected EPS is $2.89, down 13.7% from $3.35 in fiscal 2025, but is projected to rise 17.3% year-over-year to $3.39 in fiscal 2027 [3]. Stock Performance - Over the past 52 weeks, Lamb Weston stock has underperformed, with shares down 18.6%, contrasting with the S&P 500 Index's gains of 15.4% and the Consumer Staples Select Sector SPDR Fund's losses of 5.9% [4]. - Following the release of Q4 earnings, which exceeded expectations, Lamb Weston shares surged 16.3%, with net sales increasing by 4% year-over-year to $1.7 billion, surpassing consensus estimates by 5.7% [5]. Analyst Ratings - The consensus opinion on Lamb Weston stock is moderately bullish, with a "Moderate Buy" rating. Out of 11 analysts, four recommend a "Strong Buy" and seven suggest a "Hold" [6]. - The average analyst price target for Lamb Weston is $62.20, indicating a potential upside of 17.7% from current levels [6].

Core Viewpoint - Lamb Weston Holdings, Inc. has declared a quarterly dividend of $0.37 per share, reflecting the company's commitment to returning value to its shareholders [1]. Company Summary - Lamb Weston is a leading supplier of frozen potato products, serving restaurants and retailers globally [1]. - The company has a 75-year history of industry leadership and innovation in frozen potato products [1]. Dividend Details - The declared dividend of $0.37 per share is payable on November 28, 2025 [1]. - Stockholders of record as of the close of business on October 31, 2025, will be eligible for the dividend [1].

Core Insights - Analysts project Lamb Weston (LW) will report quarterly earnings of $0.54 per share, a decline of 26% year over year, with revenues expected to reach $1.61 billion, down 2.5% from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 0.3% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Key Metrics Projections - Analysts estimate 'Geographic Sales- International' to be $555.25 million, reflecting a year-over-year increase of 0.9% [5]. - 'Geographic Sales- North America' is projected to reach $1.05 billion, indicating a decline of 4.5% from the prior-year quarter [5]. - 'Adjusted EBITDA- International' is expected to be $50.68 million, slightly up from $50.50 million a year ago [5]. - 'Adjusted EBITDA- North America' is predicted to be $241.61 million, down from $276.10 million reported in the same quarter last year [6]. Stock Performance - Lamb Weston shares have decreased by 5.1% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.7% [6]. - With a Zacks Rank of 3 (Hold), LW is anticipated to closely follow overall market performance in the near term [6].

Core Viewpoint - Lamb Weston Holdings, Inc. is facing challenges in the first quarter of fiscal 2026, with projected declines in revenue and earnings due to pricing pressures and rising costs [2][6]. Financial Performance Expectations - Analysts estimate earnings per share (EPS) of $0.54 and revenue of approximately $1.62 billion for the quarter ending August 2025 [1]. - For the first quarter of fiscal 2026, revenues are projected at $1.61 billion, reflecting a 2.5% decrease from the same quarter last year [2]. - The consensus estimate for earnings is 54 cents per share, indicating a significant 26% drop from the previous year's figure [2]. Historical Performance - The company has a history of exceeding earnings expectations, with an average earnings surprise of 6.8% over the past four quarters [3][6]. Financial Metrics - The company has a price-to-earnings (P/E) ratio of approximately 21.16, indicating the price investors are willing to pay for each dollar of earnings [4][6]. - The price-to-sales ratio stands at about 1.16, suggesting that investors are paying $1.16 for every dollar of the company's sales [4][6]. - The enterprise value to sales ratio is approximately 1.79, reflecting the company's total valuation compared to its sales [4]. - The enterprise value to operating cash flow ratio is around 13.33, providing insight into its valuation relative to cash flow [5]. - The earnings yield is approximately 4.72%, indicating the return on investment for shareholders [5]. - The debt-to-equity ratio is about 2.39, showing the company's reliance on debt to finance its assets [5]. - The current ratio of approximately 1.38 suggests that the company has a good level of liquidity to cover its short-term liabilities [5].

Core Insights - Lamb Weston Holdings, Inc. (LW) is expected to report a decline in both revenue and earnings for the first quarter of fiscal 2026, with revenues estimated at $1.61 billion, reflecting a 2.5% decrease year-over-year and earnings per share projected at 54 cents, indicating a 26% drop from the previous year [1][2][11] Revenue and Earnings Estimates - The Zacks Consensus Estimate for Lamb Weston’s revenues is $1.61 billion, which is a 2.5% decline from the same quarter last year [1][11] - The consensus estimate for earnings per share is 54 cents, representing a 26% decrease compared to the prior-year quarter [2][11] Key Factors Impacting Performance - Competitive pricing pressures in North America and international markets are anticipated to negatively impact first-quarter performance, with management indicating continued pricing investments and expected low-to-mid single-digit declines in the first half of fiscal 2026 [3] - Soft traffic trends in the United States and the UK may hinder sales growth and limit pricing power, despite some momentum in customer acquisitions [4] - Cost inflation remains a concern, particularly in labor, packaging, and ingredients, although potato costs are moderating. Increased transportation and warehousing expenses from fiscal 2025 could continue to affect margins if not offset by efficiency measures [5] Strategic Initiatives - Lamb Weston’s restructuring and cost-saving initiatives, including the "Focus to Win" plan, are aimed at improving financial performance. The company is also leveraging innovation and product quality to maintain customer loyalty [6]

Company Overview - Lamb Weston Holdings, Inc. is a leading supplier of frozen potato, sweet potato, appetizer, and other vegetable products, with a market cap of $7.7 billion [1] - The company primarily serves foodservice, restaurant, and retail customers, offering products such as frozen fries, hash browns, wedges, and specialty potato items [1] Market Position - Lamb Weston is classified as a mid-cap stock, with its market cap exceeding $2 billion, highlighting its size and influence in the packaged food industry [2] - The company holds a market leadership position in frozen potato products and has an extensive global distribution network, allowing efficient service to major foodservice chains and retail customers [2] - Its focus on product innovation, consistency, and customer partnerships enhances its reputation as a trusted supplier in both domestic and international markets [2] Stock Performance - Shares of Lamb Weston have decreased by 34.1% from their 52-week high of $83.98, reached on December 16, 2024 [3] - Over the past three months, shares have gained 3.4%, underperforming the Dow Jones Industrial Average's return of 9.9% during the same period [3] - In the longer term, shares have fallen 15.4% over the past 52 weeks, lagging behind the Dow Jones Industrial Average's 10.3% increase [4] - Year-to-date, shares are down 17.2%, compared to the Dow Jones Industrial Average's 9% rise [4] Recent Earnings - On July 23, shares of Lamb Weston surged 16.3% following a better-than-expected Q4 earnings release [5] - The company reported a 4% year-over-year increase in net sales to $1.7 billion, surpassing consensus estimates by 5.7% [5] - Adjusted EPS of $0.87 improved by 11.5% from the previous year, exceeding analyst expectations by 35.9% [5]

Group 1: Berkshire Hathaway and BYD - Berkshire Hathaway has fully exited its 17-year investment in Chinese electric vehicle maker BYD, marking the end of a significant partnership [2][3] - The investment was initially recommended by Charlie Munger, and BYD's shares fell approximately 3% following the news of the exit [3] - Berkshire Hathaway's investment value in BYD was reported as zero as of March 31, down from $415 million at the end of 2024, after initially investing $230 million for a 10% stake in 2008 [4] Group 2: Nissan's ProPilot System - Nissan is set to launch an updated version of its ProPilot driver-assist system in collaboration with UK-based Wayve Technologies, aiming to compete with Tesla's Full Self-Driving (FSD) [5][6] - The new system will still operate at Level 2 autonomy, requiring driver readiness to take control, with a rollout expected by March 2028 [6] - Nissan emphasizes safety features, including driver monitoring through internal cameras, and plans to introduce an autonomous vehicle ride-share service by 2027 [8][9] Group 3: Hamburger Helper Sales - Hamburger Helper has seen a sales increase of 14.5% in the year through August, attributed to consumers seeking budget-friendly meal options amid rising grocery prices [10][11] - The product's resurgence mirrors its popularity during the inflationary period of the 1970s, as consumers are also purchasing more economical food items like beans and rice [11]

Core Viewpoint - Lamb Weston Holdings Inc is under pressure to adapt to fluctuating costs and shifting consumer demands, with investors closely monitoring earnings reports for signs of resilience and growth potential [1] Group 1: Earnings Expectations - The company is expected to report an earnings beat for the first quarter of fiscal 2026, driven by gross margin improvements, with current estimates for the fiscal second quarter considered "too low" by JPMorgan [2] - Lamb Weston achieved earnings beats of 25% in the third and fourth quarters of fiscal 2025, which contributed to a 10% increase in stock price [2] Group 2: Stock Performance - The stock has risen by 13% over the past two months, indicating that the potential upside for the first quarter may already be partially reflected in the current share price [3] - At the time of publication, Lamb Weston shares were up 2.39% at $57.43, trading within a 52-week range of $47.87 to $83.98 [4] Group 3: Margin Pressures - Despite positive indicators, the company may still face margin pressures, particularly with price concessions expected for one-third of customer contracts that will be renegotiated for calendar year 2026 [3] - The worst headwinds to Lamb Weston Holdings' sales and margins appear to be behind the company [3]