LW's second-quarter results are likely to show softer revenues and pricing pressure, partly offset by steady volume growth and benefits from restructuring efforts.
Lamb Weston Holdings, Inc. faces margin pressure from rising input costs and competitive pricing, prompting a Hold rating despite reasonable valuation. LW's international segment growth was acquisition-driven; organic sales declined 9% due to weak demand and strategic exits from low-margin businesses. North America revenue is flat as price cuts to defend market share offset only modest volume gains, reflecting a challenging environment.
Lamb Weston (LW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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Lamb Weston Holdings, Inc. (NYSE:LW ) Q1 2026 Earnings Call September 30, 2025 10:00 AM EDT Company Participants Debbie Hancock - Vice President of Investor Relations Mike Smith - President, CEO & Director Bernadette Madarieta - Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Bank PLC, Research Division Thomas Palmer - JPMorgan Chase & Co, Research Division Peter Galbo - BofA Securities, Research Division Max Andrew Gumport - BNP Paribas Exane, Research Division Matthew Smith - Stifel, Nicolaus & Company, Incorporated, Research Division Scott Marks - Jefferies LLC, Research Division Jacob Henry - TD Cowen, Research Division Stephen Robert Powers - Deutsche Bank AG, Research Division Marc Torrente - Wells Fargo Securities, LLC, Research Division William Reuter - BofA Securities, Research Division Presentation Operator Ladies and gentlemen, good day and welcome to the Lamb Weston First Quarter 2026 Earnings Call. Today's conference is being recorded.
Lamb Weston (LW) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.73 per share a year ago.
LW's innovation, market focus and strong customer retention fuel growth in the competitive frozen potato sector.
Explore Lamb Weston's (LW) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.