On a day when tariff concerns were sending many stocks, particularly technology stocks, in the red, Lamb Weston Holdings Inc. NYSE: LW stood out after an earnings report that beat expectations on the top and bottom lines. LW stock was up more than 7.5% in early trading, which pushed the stock more than 10% higher in the last week.
Lamb Weston Holdings, Inc. (NYSE:LW ) Q3 2025 Earnings Conference Call April 3, 2025 10:00 AM ET Company Participants Debbie Hancock - Vice President, Investor Relations Mike Smith - President, Chief Executive Officer Bernadette Madarieta - Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Tom Palmer - Citi Ken Goldman - JPMorgan Yasmine Deswandhy - Bank of America Robert Moskow - TD Cowen Max Gumport - BNP Paribas Alexia Howard - Bernstein Matt Smith - Stifel Marc Torrente - Wells Fargo Securities Carla Casella - JPMorgan Operator Good day, and welcome to the Lamb Weston Third Quarter FY 2025 Earnings Call. Today's conference is being recorded.
LW's third-quarter fiscal 2025 results reflect higher sales on an improved volume trend and operational improvements. However, earnings declined year over year.
Lamb Weston (LW) came out with quarterly earnings of $1.10 per share, beating the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $1.20 per share a year ago.
Lamb Weston is the biggest gainer in the S&P 500 as the broader market slides as President Donald Trump's tariffs stoke recession fears.
Lamb Weston (LW) shares jumped in premarket trading Thursday after the potato processing giant's latest quarterly results came in above expectations.
Lamb Weston Holdings, Inc. LW will release its third-quarter earnings results before the opening bell on Thursday, April 3.
The Jana Partners website says its investing strategy is “Unlocking value through active shareholder engagement.
LW's fiscal third-quarter results are likely to reflect the adverse impact of sluggish restaurant traffic and overcapacity in the global market.
Lamb Weston (LW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Lamb Weston faces margin pressure due to lower demand, market share loss, and increased competition, yet remains a reputable supplier to major chains. Activist shareholder Jana Partners aims to improve profitability through cost-cutting, operational efficiency, and strategic changes, potentially boosting the stock price. Despite recent struggles, LW stock is attractively valued with a low P/E and P/S ratio, offering a 3% dividend yield.
LW is battling challenges like weak demand, higher costs and intense competition, leading to a lowered outlook.