Lamb Weston Holdings, Inc. (NYSE:LW ) Q2 2025 Results Conference Call December 19, 2024 8:00 AM ET Company Participants Dexter Congbalay - Vice President, Investor Relations Tom Werner - President, Chief Executive Officer Bernadette Madarieta - Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Peter Galbo - Bank of America Tom Palmer - Citi Ken Goldman - JPMorgan Robert Moskow - TD Cowen Rob Dickerson - Jefferies Alexia Howard - Bernstein Steve Powers - Deutsche Bank Max Gumport - BNP Paribas Matt Smith - Stifel Marc Torrente - Wells Fargo Securities Carla Casella - JPMorgan Operator Good day, and welcome to the Lamb Weston Second Quarter Fiscal Year 2025 Earnings Call. Today's call is being recorded.
Post Holdings has generated solid performance due to successful M&A integration, resulting in strong free cash flow, despite recent share pullbacks from Lamb Weston deal rumors. Recent results highlight normalized margins driven by price stabilization and improved product mix, partially offset by increased marketing spending. Post's strategy focuses on buybacks, bolt-on M&A, and debt reduction, aiming for 3-4% EBITDA growth through portfolio optimization.
Lamb Weston (LW) came out with quarterly earnings of $0.66 per share, missing the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $1.45 per share a year ago.
Shares of Lamb Weston (LW) plunged nearly 20% in premarket trading Thursday after the maker of frozen fries swung to a surprise loss, cut its fiscal 2025 guidance, and appointed a new Chief Executive Officer (CEO).
NEW YORK CITY, NY / ACCESSWIRE / December 18, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.
LW faces pressure from JANA Partners for leadership changes amid financial struggles and operational missteps.
Lamb Weston (LW) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Activist investor Jana Partners urged Lamb Weston on Monday to replace board members and top executives to improve its performance or else put itself up for sale.
LW's fiscal second-quarter results are likely to reflect the benefits from a favorable pricing environment amid volume woes.
NEW YORK CITY, NY / ACCESSWIRE / December 15, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.
NEW YORK CITY, NY / ACCESSWIRE / December 12, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.
LW is facing challenges, including reduced demand, declining restaurant traffic and rising manufacturing costs, which have led to disappointing performance.