Activist Jana is back in the kitchen at Lamb Weston – Here's what could happen next
Jana Partners and Continental Grain plan to speak with the potato processing giant about its financial performance and the start of a strategic review.
Why Is Lamb Weston (LW) Up 16% Since Last Earnings Report?
Lamb Weston (LW) reported earnings 30 days ago. What's next for the stock?
Lamb Weston: Activist Stake And Sequential Recovery Should Drive Upside
Lamb Weston Holdings, Inc. has strong growth prospects due to recovering customer traffic, easier year-over-year comparisons, and efforts to restore supply/demand balance, justifying a buy rating. The company's margins should benefit from volume leverage and cost-saving initiatives, with significant improvements expected in the latter half of fiscal 2025 and beyond. The stock is trading below historical averages, and as the company delivers revenue and margin improvements, it should attract positive investor traction and P/E multiple re-rating.
Fries With That? Why Lamb Weston Is A Hot Buy Despite Short-Term Headwinds
Lamb Weston has rebounded 28% since August, driven by better earnings and activist investor interest, despite ongoing challenges and weak consumer sentiment. Strategic initiatives, including market share gains and cost-saving measures, position LW for long-term growth and potential double-digit EPS growth by 2026. JANA Partners' 5% stake and push for strategic changes could accelerate LW's turnaround, making it an attractive investment with undervalued stock.
Activist Investor Stake Makes French Fry Stock Sizzle
Things are heating up in the French fry business.
Why Lamb Weston Stock Was Climbing Today
Jana Partners took a stake in the struggling potato company.
Activist Investor to Push French-Fry Maker Lamb Weston to Explore a Sale
Jana Partners, which is working with Continental Grain on the investment, may seek board seats.
JPMorgan downgrades Lamb Weston but raises PT to $68: should you hold or sell?
On October 7, analysts at JPMorgan downgraded Lamb Weston Holdings Inc (NYSE: LW) to Neutral from Overweight, while raising the price target slightly to $68 from $63. This adjustment implies negligible potential upside from the stock's current trading price, reflecting concerns over limited visibility into the company's near-term performance.
Why Lamb Weston Holdings Stock Was a Winner on Wednesday
Investors were likely more cheered by news of a restructuring program than they were by first-quarter results.
Value-Meal Buyers Are Getting Fewer Fries With That
Fast-food value meals have been credited with helping get inflation-weary diners back into their favorite chains.
Lamb Weston Holdings, Inc. (LW) Q1 2025 Earnings Call Transcript
Lamb Weston Holdings, Inc. (NYSE:LW ) Q1 2025 Earnings Conference Call October 2, 2024 10:00 AM ET Company Participants Tom Werner - President, Chief Executive Officer Bernadette Madarieta - Chief Financial Officer Dexter Congbalay - Vice President, Investor Relations Conference Call Participants Andrew Lazar - Barclays Ken Goldman - JPMorgan Peter Galbo - Bank of America Tom Palmer - Citi Adam Samuelson - Goldman Sachs Robert Moskow - TD Cowen Rob Dickerson - Jefferies Marc Torrente - Wells Fargo Securities Matt Smith - Stifel Carla Casella - JPMorgan Operator Good day! And welcome to the Lamb Weston First Quarter Fiscal Year 2025 Earnings Call.
Lamb Weston Stock Is Rising After It Announced a Restructuring Plan
Shares of Lamb Weston Holdings (LW), one of the world's largest makers of frozen potato products, announced a restructuring that includes production cuts and layoffs.
