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Lancaster Colony Corp. (LANC)
NASDAQ:LANC
Earnings Data
Report Date
Aug 21, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
1.34Last Year’s EPS
1.35Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: -13.63%
|Next Earnings Date:Aug 21, 2025
Earnings Call Sentiment|Neutral
While the company faced challenges with declining net sales and external factors affecting the Foodservice segment, it achieved record gross profit and operating income. Market share gains in key categories, successful integration of a new facility, and a strong financial position provide a solid foundation for future growth.Company Guidance
During the Lancaster Colony Corporation's fiscal year 2025 third quarter conference call, guidance indicated a 2.9% decline in consolidated net sales to $458 million, despite achieving third-quarter records for both gross profit at $106 million and operating income at $50 million. The Retail segment saw a 2.6% decrease in net sales, excluding exited bakery lines, with specific product highlights including an 11.6% growth in the frozen dinner roll category led by Sister Schubert’s and Texas Roadhouse brands, and a 6.8% increase in frozen garlic bread led by the New York Bakery brand. The company reported a gross profit margin improvement of 90 basis points to 23.1%, attributable to supply chain productivity and favorable pricing. Looking ahead, Lancaster Colony anticipates challenges in the consumer environment but expects new product innovations and strategic licensing, such as the expansion of Chick-fil-A sauce into club channels, to drive growth. The company maintains a strong financial position with a debt-free balance sheet and $124.6 million in cash, despite a recent acquisition costing $78.8 million.Record Third Quarter Gross Profit
Achieved a record third quarter gross profit of $106 million, representing a 1.4% increase compared to the prior year, with gross margin improving by 90 basis points to 23.1%.
Expansion of Licensing Programs
Retail segment's licensing program remained a source of growth, with Chick-fil-A sauce beginning distribution in the club channel and Texas Roadhouse dinner rolls performing well.
Market Share Gains in Key Segments
In the frozen dinner roll category, brands grew 11.6%, increasing market share by 520 basis points to 60.9%. New York Bakery's frozen garlic bread sales grew 6.8%, adding 180 basis points in market share to lead at 43.9%.
Operating Income Growth
Consolidated operating income increased by 41.9% to $50 million, driven by lower SG&A costs and improved gross margin.
Strong Financial Position
The company remains debt-free with $124.6 million in cash, despite the $78.8 million acquisition of an Atlanta-based manufacturing facility.
Successful Integration of Atlanta Facility
Acquired an Atlanta-based sauce and dressing facility, which is expected to enhance the manufacturing network and support future growth.
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LANC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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LANC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | $192.90 | $162.78 | -15.61% |
Feb 04, 2025 | $165.68 | $180.06 | +8.68% |
Oct 31, 2024 | $183.14 | $171.85 | -6.16% |
Aug 22, 2024 | $194.62 | $170.62 | -12.33% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Lancaster Colony Corp. (LANC) report earnings?
Lancaster Colony Corp. (LANC) is schdueled to report earning on Aug 21, 2025, TBA Not Confirmed.
What is Lancaster Colony Corp. (LANC) earnings time?
Lancaster Colony Corp. (LANC) earnings time is at Aug 21, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LANC EPS forecast?
LANC EPS forecast for the fiscal quarter 2025 (Q4) is 1.34.
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