Key Points Sales volume increased for Lamb Weston, but a lower pricing mix offset this gain. Meanwhile, profitability remains weak as the company ramps up production at its new facilities. Ultimately, guidance was disappointing, so Lamb Weston may be deserving of its discounted valuation for the time being. 10 stocks we like better than Lamb Weston › Shares of leading frozen potato supplier Lamb Weston (NYSE: LW) plummeted 22% as of 11 a.m. ET on Friday after the French fry juggernaut provided u ...

Lamb Weston (LW) reported $1.62 billion in revenue for the quarter ended November 2025, representing a year-over-year increase of 1.1%. EPS of $0.69 for the same period compares to $0.66 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.59 billion, representing a surprise of +1.6%. The company delivered an EPS surprise of +2.99%, with the consensus EPS estimate being $0.67.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

We continue to take a look at a lot of the movers this morning. Diane King Hall joins me and we're taking a look here first at Carnival Cruise. Good morning. Good morning to you, Nicole.So this morning with its results, Carnival's results coming about 15 minutes ago. It was a mixed picture for the quarter. They did have a strong year.Let's go through the trailing quarter. Adjusted EPS coming in at 34 cents a share. Much better than expected.The street was just looking for 25 cents per share. Uh revenue came ...

Financial Performance & Outlook - Lamb Weston's Q2 2026 net sales increased by 1% compared to Q2 2025, which includes a favorable foreign currency impact of $24 million[28, 30] - North America net sales were flat, with volume up by 8% but price/mix down by 8%[30, 31] - International net sales increased by 4%, but decreased by 1% on a constant currency basis, with volume up by 7% and price/mix down by 8%[31] - Adjusted EBITDA decreased by $9 million, while adjusted gross profit decreased by $16 million[32] - The company reaffirms its fiscal year 2026 outlook, projecting net sales between $635 billion and $655 billion, and adjusted EBITDA between $1 billion and $12 billion[47] Cash Flow & Capital Allocation - The company has approximately $83 million in cash and cash equivalents, and $135 billion available under its revolving credit facility[39] - Net cash provided by operating activities for the first half of fiscal year 2026 was approximately $530 million, with capital expenditures of $156 million[39] - Free cash flow was $375 million, and the company returned $92 million to shareholders through dividends ($52 million) and share repurchases ($40 million)[39] - The board authorized a 3% increase in the quarterly dividend[9, 46] Strategic Initiatives - The company is executing its "Focus to Win" strategy, which includes a cost savings program expected to yield $100 million in savings in fiscal year 2026 and $250 million by the end of fiscal year 2028[9, 19] - Lamb Weston is optimizing its global supply chain, including restarting curtailed production in North America to meet higher demand[9, 15]

Core Insights - Lamb Weston reported a profit in its latest quarter, indicating a positive shift in financial performance as revenue increased [1] Financial Performance - The company experienced a rise in revenue, contributing to its profitability in the recent quarter [1]

Financial Performance - Q2 FY26 - Conagra's Q2 FY26 organic net sales decreased by 30% compared to the previous year, totaling $2975 million[51, 52, 53] - Adjusted EPS for Q2 FY26 was $045, a decrease of 357% year-over-year[51] - Adjusted operating margin for Q2 FY26 was 113%, a decrease of 406 bps compared to the previous year[51, 54, 55, 57] - For H1 FY26, organic net sales decreased by 19% to $5586 million[51, 76] - Adjusted EPS for H1 FY26 was $085, a decrease of 309% year-over-year[51] Segment Performance - Q2 FY26 - Grocery & Snacks net sales were $1209 million, with a 15% organic net sales decrease[53] - Refrigerated & Frozen net sales were $1251 million, with a 51% organic net sales decrease[53] - International net sales were $230 million, with a 29% organic net sales decrease[53] - Foodservice net sales were $288 million, with a 02% organic net sales increase[53] Key Business Trends - Frozen retail volume sales showed a return to growth on a two-year basis, with a +08% change in Q2 FY26[14, 15] - 90% of frozen products held or gained volume share vs 2 years ago[15] - Conagra's frozen single-serve meals volume share of category was 529% in Q2 FY26, a +05 percentage point change vs 2 years ago[18, 19, 20, 21] - Conagra's frozen vegetables volume % change was +91% vs 2 years ago[22, 23] - Conagra's frozen vegetables volume share of category was 191% in Q2 FY26, a +13 percentage point change vs 2 years ago[24, 25]

Lamb Weston Holdings, Inc. (LW), Friday announced its results for the second quarter of fiscal 2026, reporting a net income of $62.1 million, or $0.44 a share, compared with a net loss of $36.1 million, or $0.25 a share, last year.In the pre-market hours, LW is moving down 13.72 percent, to $51.20 on the New York Stock Exchange.On adjusted basis, net income amounted to $96.7 million, or $0.69 per share, compared to $104.9 million, or $0.73 per share, in the prior year.Analysts, on average, estimated earnin ...

EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today its results for the second quarter of fiscal 2026 and updated its full year financial targets for fiscal 2026. Summary of Second Quarter FY 2026 Results ($ in millions, except per share) Â Â Q2 2026 Â Year-Over-Year Growth Rates YTD 2026 Year-Over-Year Growth Rates Net sales $ 1.618.1 1 % $ 3.277.3 1 % Income from operations $ 139.2 Â 652 % Â $ 295.7 Â 28 % Net income $ 62.1 Â 272 % Â $ 126.4 Â 38 % D. ...

Conagra logged lower sales in its latest quarter as consumers continued to pull back on spending on its products. ...

Conagra Brands (NYSE:CAG) Q2 2026 Earnings Call December 19, 2025 07:00 AM ET Company ParticipantsSean Connolly - CEOMatthew Neisius - Senior Director and Head of Investor RelationsDave Marberger - CFOMatthew NeisiusGood morning. Thank you for listening to our prepared remarks for the Conagra Brands Second Quarter Fiscal 2026 earnings. At 9:30 Eastern this morning, we will hold a separate live question-and-answer session on today's results, which you can access via webcast on our investor relations website. ...