Lamb Weston is poised for revenue recovery as volume momentum builds, new customer wins grow, and innovation gains traction despite near-term QSR headwinds. Margins should benefit from easing raw potato costs, ongoing SG&A reductions, and operational leverage as sales recover beyond FY25. The stock trades at a significant discount to historical averages, with improving fundamentals supporting a buy rating and potential for upward re-rating.
Activist investor Jana Partners is lining up support for a possible boardroom battle at Lamb Weston after a survey showed roughly half of the french-fry maker's top 50 shareholders want the entire board thrown out, according to a letter seen by Reuters.
Examine Lamb Weston's (LW) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
After reaching an important support level, Lamb Weston (LW) could be a good stock pick from a technical perspective. LW surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.
From a technical perspective, Lamb Weston (LW) is looking like an interesting pick, as it just reached a key level of support. LW recently overtook the 50-day moving average, and this suggests a short-term bullish trend.
J.P. Morgan analyst Ken Goldman reiterated the Neutral rating on Lamb Weston Holdings, Inc. LW on Thursday, raising the price forecast from $65 to $66.
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.