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Lamb Weston Holdings (LW)
NYSE:LW
Earnings Data
Report Date
Apr 03, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
0.86Last Year’s EPS
1.2Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 03, 2025
|% Change Since: 10.01%
|Next Earnings Date:Jul 29, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a company navigating a challenging macroeconomic environment with successful volume and sales growth, strategic cost reductions, and innovative product launches. However, the company faces significant challenges, including soft restaurant traffic, price/mix declines, and increased costs, particularly in the international segment.Company Guidance
During the Lamb Weston Third Quarter FY 2025 Earnings Call, the company outlined several key metrics and strategic initiatives aimed at enhancing operational efficiency and driving growth. Notably, Lamb Weston achieved a 9% increase in volume, a 4% growth in net sales, and a 6% rise in adjusted EBITDA compared to the prior year. The company announced it is on track to deliver at least $55 million in pretax savings for fiscal 2025 and $85 million in fiscal 2026 through its restructuring plan. It also highlighted ongoing contract negotiations, predicting a mid-single-digit percent decline in potato prices for the 2025 crop. Despite challenges in the consumer market and competitive price pressures, Lamb Weston maintained its full-year revenue guidance between $6.35 billion to $6.45 billion and adjusted EBITDA guidance between $1.17 billion to $1.21 billion. Furthermore, the company has engaged AlixPartners to accelerate an end-to-end value creation plan, with over 30 projects underway to optimize costs and improve customer value propositions.Volume and Sales Growth
In the third quarter, Lamb Weston grew volume by 9%, increased net sales by 4%, and grew adjusted EBITDA by 6%, reflecting efforts to regain business, grow volume, and lower expenses.
Cost Reduction and Efficiency Plans
Lamb Weston is on track to deliver at least $55 million of pretax savings in fiscal 2025 and $85 million in fiscal 2026 through restructuring and operational efficiencies.
Innovation and Product Expansion
The company launched new battered and seasoned products, fridge-friendly fries, and expanded its brand portfolio with products like Onion Rings and Cheesy Potato Bites, receiving positive feedback.
Strong Liquidity Position
Lamb Weston ended the third quarter with approximately $1.1 billion of liquidity, maintaining a leverage ratio of 3.4x.
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LW 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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LW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 03, 2025 | $54.15 | $59.57 | +10.01% |
| Dec 19, 2024 | $77.75 | $62.12 | -20.10% |
| Oct 01, 2024 | $64.22 | $65.87 | +2.57% |
| Jul 24, 2024 | $77.31 | $55.48 | -28.24% |
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 Lamb Weston Holdings (LW) report earnings?
Lamb Weston Holdings (LW) is schdueled to report earning on Apr 03, 2025, TBA Not Confirmed.
What is Lamb Weston Holdings (LW) earnings time?
Lamb Weston Holdings (LW) earnings time is at Apr 03, 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 LW EPS forecast?
LW EPS forecast for the fiscal quarter 2025 (Q3) is 0.86.
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