Lamb Weston Holdings, Inc. (LW) Q3 2025 Earnings Call Transcript
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.
Lamb Weston Q3 Earnings Beat Estimates, Sales Grow on Strong Volume
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) Tops Q3 Earnings and Revenue Estimates
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 and SBA Communications Are Rising on Day When Most Stocks Aren't. Here's Why.
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 Stock Surges as Potato Giant's Results Top Estimates
Lamb Weston (LW) shares jumped in premarket trading Thursday after the potato processing giant's latest quarterly results came in above expectations.
Top Wall Street Forecasters Revamp Lamb Weston Price Expectations Ahead Of Q3 Earnings
Lamb Weston Holdings, Inc. LW will release its third-quarter earnings results before the opening bell on Thursday, April 3.
Billionaire Barry Rosenstein Has 65% of Its Portfolio in These 4 Stocks
The Jana Partners website says its investing strategy is “Unlocking value through active shareholder engagement.
Lamb Weston Q3 Earnings on Deck: Key Factors You Should Understand
LW's fiscal third-quarter results are likely to reflect the adverse impact of sluggish restaurant traffic and overcapacity in the global market.
Analysts Estimate Lamb Weston (LW) to Report a Decline in Earnings: What to Look Out for
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: Time For Recovery
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.
Here's Why Lamb Weston Stock is Down More Than 30% in 3 Months
LW is battling challenges like weak demand, higher costs and intense competition, leading to a lowered outlook.
Lamb Weston: Painful Potatoes
Lamb Weston shares have halved since mid-2023 due to declining margins and lower earnings multiples, all following high initial valuations. The company faces significant volatility and financial leverage, but current valuations appear more reasonable, offering a better long-term risk-reward proposition. Recent profit warnings and reduced guidance for 2025 highlight ongoing challenges, including market share losses and inflation pressures, leading to increased leverage.
