Revenue segments as reported by the company.

North America

International

Global

Foodservice

Retail

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Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

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Year over year growth in Revenue and Operating Expenses.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Lamb Weston Hlds

Lamb Weston Holdings, Inc. engages in the production, distribution, and marketing of value-added frozen potato products. It operates through the following business segments: Global, Foodservice, Retail, and Other. The Global segment includes branded and private label frozen potato products sold in North America and international markets. The Foodservice segment comprises branded and private label frozen potato products sold throughout the United States and Canada. The Retail segment consists of consumer facing retail branded and private label frozen potato products sold primarily to grocery, mass merchants, club, and specialty retailers. The Other segment comprises vegetable and dairy businesses. The company was founded on July 5, 2016, and is headquartered in Eagle, ID.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Lamb Weston reports robust Q3 performance and eyes M&A opportunities

Lamb Weston's Q3 performance reflects strong sales growth, margin expansion, and confidence in increased financial targets for fiscal 2023. The company is addressing input cost inflation through pricing actions and remains open to potential M&A opportunities. Investments in infrastructure and production capacity support long-term growth.

Lamb Weston reports record sales and earnings growth in Q2

Lamb Weston's Q2 2023 performance was strong, with record sales and earnings growth driven by pricing actions and demand for French fries.
Despite challenges with higher input costs and supply chain disruptions, the company raised its sales target and adjusted earnings significantly.
Opportunities lie in maintaining leverage below target, solid price growth expectations, and potential revenue enhancement in foodservice and retail segments.
However, challenges persist with production constraints, operational inefficiencies, and concerns about margin expansion in future years.

Lamb Weston excels in Q3, eyes growth through acquisitions and innovation

Lamb Weston's strong Q3 performance and strategic initiatives position the company for growth despite challenges in Foodservice and cost pressures. With an optimistic outlook, the company aims to leverage acquisitions, innovation, and pricing strategies for sustained success.

Lamb Weston reports record sales and profit growth, eyes sustained expansion

Lamb Weston's Q4 and fiscal 2023 performance reflects strong sales growth, profit expansion, and operational efficiency, underpinned by strategic initiatives and market positioning.
While facing challenges from inflation and supply chain dynamics, the company is poised to capitalize on opportunities through pricing actions, strategic restructuring, and operational enhancements.
With a clear focus on driving profitability, expanding the profit pool, and optimizing operations, Lamb Weston sets a positive trajectory for sustained growth and value creation for investors.

Lamb Weston reports strong Q1 earnings, eyes global market expansion

Lamb Weston's Q1 2024 earnings call highlighted strong performance and strategic decisions to drive growth. Despite challenges in volume and input cost inflation, the company is optimistic about improving trends and financial targets for the year. Opportunities in global markets and upcoming initiatives present avenues for further expansion.

Lamb Weston Hlds reports record sales, affirms outlook amidst challenges

Lamb Weston Hlds delivered strong financial results in Q2 2024, facing challenges with excess raw potatoes charges and ERP system implementation. The company remains confident in its ability to achieve financial targets, focusing on sustainable growth and shareholder value creation.

Lamb Weston Q3 2024: ERP challenges impact sales, but growth opportunities ahead

Lamb Weston faced challenges from ERP transition impacting sales and EBITDA, but global demand for french fries remains strong. The company is confident in its long-term growth outlook despite softer traffic trends.

Lamb Weston addresses challenges with strategic investments for growth

Lamb Weston faces challenges from weak fry demand and market share losses but is actively implementing strategies to improve performance. The company aims for volume-driven growth in fiscal 2025, focusing on cost savings and profitability enhancement. Uncertainties in potato crop and soft restaurant traffic trends pose risks to near-term performance.

Lamb Weston beats Q1 targets, eyes cost savings and international growth

Lamb Weston's Q1 performance exceeded expectations, driven by strong sales and cost management, despite challenges from restructuring costs and capacity reduction.
The company's focus on cost savings, disciplined pricing, and international growth presents opportunities for future profitability and operational efficiency.
While facing near-term challenges, Lamb Weston's strategic initiatives position it well for sustainable growth and financial resilience in the long term.

Lamb Weston Hlds (LW) Q2 2025 Earnings Call Analysis

Lamb Weston Hlds (LW) faced challenges in Q2 2025 due to weak performance metrics and competitive pressures, leading to a decline in adjusted EBITDA.
The company's proactive initiatives and financial flexibility provide a foundation for addressing challenges and pursuing opportunities amidst a challenging environment.
With a new CEO set to take the helm and revised financial targets in place, LW aims to navigate uncertainties by focusing on operational efficiency and shareholder value.

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Lamb Weston Holdings, Inc. engages in the production, distribution, and marketing of value-added frozen potato products. It operates through the following business segments: Global, Foodservice, Retail, and Other. The Global segment includes branded and private label frozen potato products sold in North America and international markets. The Foodservice segment consists of branded and private label frozen potato products sold throughout the United States and Canada. The Retail segment consists of consumer facing retail branded and private label frozen potato products sold primarily to grocery, mass merchants, club, and specialty retailers. The Other segment includes the vegetable and dairy businesses. The company was founded in 1950, and is headquartered in Eagle, ID.

Explore how Lamb Weston's (LW) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

Interpreting Lamb Weston (LW) International Revenue Trends

NEW YORK CITY, NY / ACCESSWIRE / December 22, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.

Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Lamb Weston Holdings, Inc. (LW) and Encourages Stockholders to Learn More About the Investigation

I am neutral on Lamb Weston Holdings due to poor fundamentals and lack of positive catalysts, except for uncertain M&A prospects. LW's latest earnings report showed significant declines in revenue, gross profit, EBIT, and EPS, with management cutting guidance for FY25 and FY26. The only potential upside is a possible acquisition by Post Holdings, which could offer synergies and cross-selling opportunities, but its timing and terms are uncertain.

Lamb Weston Holdings: Poor Fundamental Outlook

Lamb Weston had another down quarter as it works through both operational and end market headwinds. Despite near-term challenges, Lamb Weston's valuation is attractive for long-term investors, with potential earnings recovery and a sub-15x P/E ratio for 2027. I'm not convinced that the activist investor campaign will bear fruit, but after this week's drop, the valuation isn't too demanding regardless.

Lamb Weston: Another Rough Quarter, But Valuation Is Improving (Rating Upgrade)

LW's second-quarter fiscal 2025 results reflect lower sales and earnings on higher manufacturing costs and weaker volumes.

Lamb Weston Stock Tumbles on Q2 Earnings Miss, Lowered FY25 View

U.S. stocks traded higher midway through trading, with the S&P 500 gaining around 0.4% on Thursday.

Gold Falls Sharply, Lamb Weston Shares Plunge

Shares of Lamb Weston (LW -21.23%) -- North America's largest potato producer -- were sliding again after it delivered third-quarter results before the start of Thursday trading that missed estimates, offered weak guidance, and said it was replacing its CEO.

Why Lamb Weston Stock Was Diving Today

Lamb Weston Holdings, Inc. (NYSE:LW ) Q2 2025 Results Conference Call December 19, 2024 8:00 AM ET Company Participants Dexter Congbalay - Vice President, Investor Relations Tom Werner - President, Chief Executive Officer Bernadette Madarieta - Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Peter Galbo - Bank of America Tom Palmer - Citi Ken Goldman - JPMorgan Robert Moskow - TD Cowen Rob Dickerson - Jefferies Alexia Howard - Bernstein Steve Powers - Deutsche Bank Max Gumport - BNP Paribas Matt Smith - Stifel Marc Torrente - Wells Fargo Securities Carla Casella - JPMorgan Operator Good day, and welcome to the Lamb Weston Second Quarter Fiscal Year 2025 Earnings Call. Today's call is being recorded.

Lamb Weston Holdings, Inc. (LW) Q2 2025 Earnings Call Transcript

Post Holdings

Post Holdings has generated solid performance due to successful M&A integration, resulting in strong free cash flow, despite recent share pullbacks from Lamb Weston deal rumors. Recent results highlight normalized margins driven by price stabilization and improved product mix, partially offset by increased marketing spending. Post's strategy focuses on buybacks, bolt-on M&A, and debt reduction, aiming for 3-4% EBITDA growth through portfolio optimization.

Post Holdings Stock: Pullback Is An Opportunity With A Lamb Weston Deal Unlikely

Lennar

Micron Technology

U.S. stock futures were higher this morning, with the Dow futures gaining over 100 points on Thursday.

Lamb Weston Posts Weak Q2 Results, Joins Micron, Lennar And Other Big Stocks Moving Lower In Thursday's Pre-Market Session

Lamb Weston (LW) came out with quarterly earnings of $0.66 per share, missing the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $1.45 per share a year ago.

Lamb Weston (LW) Lags Q2 Earnings and Revenue Estimates

NEW YORK--(BUSINESS WIRE)--JANA Partners (“JANA”), which together with its strategic and operating partners owns more than 5% of Lamb Weston Holdings, Inc. (NYSE: LW) (“Lamb Weston” or the “Company”) and is one of the Company's largest shareholders, today issued the following statement: “Today's disastrous financial results and decision to swap its CEO for another long-standing Lamb Weston executive complicit in its widespread operational and strategic debacles is just the latest stick in the e.

JANA Partners Comments on Lamb Weston Management Change and Financial Results

Lamb Weston Holdings said it was replacing its chief executive and slashing guidance again as demand for frozen potato products sputters, sending shares sharply lower.

Lamb Weston Replaces CEO, Cuts Outlook

Shares of Lamb Weston (LW) plunged nearly 20% in premarket trading Thursday after the maker of frozen fries swung to a surprise loss, cut its fiscal 2025 guidance, and appointed a new Chief Executive Officer (CEO).

Lamb Weston Reports Unexpected Loss, Cuts Outlook, Replaces CEO

EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today the appointment of Michael J. Smith, current Chief Operating Officer of Lamb Weston, as President and Chief Executive Officer and as a member of the company's Board of Directors, effective January 3, 2025. Mr. Smith succeeds Thomas P. Werner, who is stepping down as CEO and as a member of the Board. Mr. Werner will serve in an advisory role through August 31, 2025 to ensure a smooth transition. Mr. Smith joined.

Lamb Weston Announces Appointment of Michael J. Smith as President and Chief Executive Officer

EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Reports Second Quarter Fiscal 2025 Results.

Lamb Weston Reports Second Quarter Fiscal 2025 Results; Board Approves $250 Million Share Repurchase Authorization Increase and Increases Quarterly Dividend; Updates Fiscal Year 2025 Outlook

NEW YORK CITY, NY / ACCESSWIRE / December 18, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.

Bronstein, Gewirtz & Grossman, LLC Encourages Lamb Weston Holdings, Inc. (LW) Investors to Inquire about Securities Investigation

LW faces pressure from JANA Partners for leadership changes amid financial struggles and operational missteps.

Lamb Weston Faces Management Overhaul Amid Investor Pressure

Lamb Weston (LW) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Lamb Weston (LW) Moves 6.8% Higher: Will This Strength Last?

Activist investor Jana Partners urged Lamb Weston on Monday to replace board members and top executives to improve its performance or else put itself up for sale.

Jana urges Lamb Weston board to fix company or put itself up for sale

LW's fiscal second-quarter results are likely to reflect the benefits from a favorable pricing environment amid volume woes.

Lamb Weston Gears Up for Q2 Earnings: Here's What You Should Know

NEW YORK--(BUSINESS WIRE)--JANA Partners (“JANA”), which together with its strategic and operating partners owns more than 5% of Lamb Weston Holdings, Inc. (NYSE: LW) (“Lamb Weston” or the “Company”) and is one of the Company's largest shareholders, today sent a letter to the Company's Board of Directors reiterating its belief that significant Board and leadership change is needed at Lamb Weston, and that in its absence the Company should pursue a formal review of strategic alternatives, includ.

JANA Partners Sends Letter to Board of Directors of Lamb Weston Holdings

NEW YORK CITY, NY / ACCESSWIRE / December 15, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.

Bronstein, Gewirtz & Grossman, LLC Initiates an Investigation into Allegations Against Lamb Weston Holdings, Inc. (LW) And Encourages Investors to Reach Out

NEW YORK CITY, NY / ACCESSWIRE / December 12, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.

LW INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces an Investigation into Lamb Weston Holdings, Inc. and Encourages Investors to Contact the Firm

EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) will report its fiscal 2025 second quarter results on Thursday, December 19, 2024. The news release will be issued at approximately 6:00 a.m. EST. Lamb Weston will host a conference call on Thursday, December 19, 2024, at 8:00 a.m. EST to discuss the results. Participants in the U.S. and Canada may access the conference call by dialing 888-394-8218 and participants outside the U.S. and Canada should dial 1-323-994-2093. The co.

News for Lamb Weston Hlds Stock (LW)