{"filings":[{"id":1839239,"accession_number":"0001679273-26-000024","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2026-07-24T12:00:54+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q4 net sales up 6% but net income down 9%; FY2026 adjusted EBITDA beats guidance; FY2027 outlook provided","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year FY2026 net sales $6,612M (+2% YoY), above guidance of $6,550M; adjusted EBITDA $1,147M, above $1,140M guidance.","Q4 net income $110M (-9% YoY), adjusted diluted EPS $0.87 (-5% YoY); North America segment adjusted EBITDA up 17% to $305M.","International segment adjusted EBITDA plunged 81% to $12M in Q4, down 55% for the year to $115M, hurt by Middle East conflict and EMEA competition.","Cost savings program exceeded $100M milestone in FY2026; targeting $250M annualized run rate by end of FY2028.","FY2027 guidance: net sales growth 0-1%, adjusted EBITDA $1.1B-$1.2B, adjusted diluted EPS $2.95-$3.25; dividend $0.38/share declared."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1666956,"accession_number":"0001679273-26-000022","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2026-07-15T21:24:09+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lamb Weston reduces inducement stock plan share reserve from 2M to 1.538M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Compensation Committee amended 2026 Inducement Stock Plan on July 13, 2026.","Authorized shares reduced from 2,000,000 to 1,538,000.","Plan is for new-hire inducement awards under NYSE Rule 303A.08.","No change to other terms of the plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":843397,"accession_number":"0001679273-26-000020","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2026-06-04T12:02:06+00:00","items":["2.05"],"status":"ready","headline":"Lamb Weston to close Netherlands plant, expects $80-110M pre-tax charges","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board committed to close manufacturing facility in Broekhuizenvorst, the Netherlands.","Expected total pre-tax charges of $80M to $110M, mostly in fiscal year ending May 2027.","At least 20% of charges will result in future cash expenditures.","Charges include write-down of long-lived assets, inventory, severance, and other costs.","Formal consultation with Works Council will be initiated under Dutch regulations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":656716,"accession_number":"0001679273-26-000018","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2026-05-26T15:36:37+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Lamb Weston Chinese sub refinances with RMB 700M term loan due 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New RMB 700M (~$102.9M) term loan with HSBC-led syndicate, matures May 22, 2031.","Proceeds refinance existing 2022 facility, which was repaid and terminated on May 22, 2026.","Interest at 5-year LPR plus 0.30%; bi-annual amortization starting 6 months after draw.","Loan is unconditionally guaranteed by Lamb Weston Holdings (LW).","Standard PRC covenants and acceleration triggers, including cross-default to LW's senior credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94636,"accession_number":"0001679273-26-000011","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2026-04-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q3 adj. EPS $0.72, down 37% YoY; raises FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1,564.8M (+3% YoY), diluted EPS $0.39 (-62% YoY), adj. diluted EPS $0.72 (-37% YoY).","Adj. EBITDA $271.7M (-27% YoY); gross profit fell ~$91M incl. $32.5M raw potato write-off.","Volume +7% driven by North America wins; price/mix -7% on trade support and channel mix.","Raises midpoint of FY2026 net sales and EBITDA outlook; reduces expected capex.","Board declares quarterly dividend of $0.38 per share (unchanged QoQ)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":4842200000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107151,"accession_number":"0001679273-26-000006","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K/A","filed_at":"2026-02-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lamb Weston enters separation agreement with departing CFO Madarieta; $1.5M severance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Madarieta to serve as CFO through April 1, 2026, then as special advisor until April 30, 2026.","Severance payment of $1.5 million payable in 18 monthly installments plus 18 months of medical coverage.","Prorated vesting of fiscal 2024, 2025, 2026 equity awards; performance shares subject to committee certification.","Non-compete and non-solicitation restrictions apply for one year after separation date.","Outstanding stock options remain exercisable until third anniversary of separation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107153,"accession_number":"0001104659-26-010076","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lamb Weston appoints Craps Executive Chair (Feb 6) and Gray CFO (Apr 2)","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jan Craps appointed Executive Chair effective Feb 6; previously CEO of Budweiser APAC.","James Gray appointed CFO effective Apr 2; previously CFO of Ingredion.","Gray receives $825k base salary, 100% bonus target, LTIP target $2.2M.","Craps gets LTIP target $3.15M, sign-on options for 750k shares, plus supplemental awards.","Supplemental incentive awards to NEOs under 'Focus to Win' plan with options at $60/$75/$85 strikes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107152,"accession_number":"0001679273-26-000002","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2026-01-08T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"Lamb Weston closing Argentina plant; expects $50M-$60M charges in FY2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closure of Munro, Argentina facility; production consolidated to new Mar del Plata plant.","Pre-tax charges of $50M-$60M, substantially all recognized in FY2026 ending May 31, 2026.","About half of charges (~$25M-$30M) expected to be cash expenditures, mostly paid in FY2026.","Charges include write-down of assets, inventory, employee severance, and unused raw potato contracts."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123489,"accession_number":"0001679273-25-000075","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q2 net sales $1.62B, EPS $0.44; dividend raised 3%, FY26 outlook reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $1,618M (+1% YoY); volume up 8% offset by 8% price/mix decline on competitive pricing.","GAAP diluted EPS $0.44 vs prior year loss of $0.25; adjusted EPS $0.69 (-5% YoY).","Board approved 3% increase in quarterly dividend; FY2026 outlook reaffirmed.","$100M cost savings program on track; manufacturing cost per pound lower.","Volume growth driven by customer wins and share gains in North America and Asia."],"consensus_eps_estimate":null,"consensus_eps_actual":0.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":3277300000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140166,"accession_number":"0001679273-25-000068","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q1 revenue flat at $1.66B; adjusted EPS down 5% to $0.74; reaffirms FY2026 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1,659.3M, flat YoY; volume +6% offset by price/mix -7%.","Diluted EPS $0.46 (-48% YoY); adjusted diluted EPS $0.74 (-5%).","Adjusted EBITDA $302.2M, up 1%; adjusted income from operations $206.5M, up 5%.","Effective tax rate 42.7% vs 28.5% last year, pressuring net income.","CEO cites solid volume growth and customer momentum; full-year fiscal 2026 guidance reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":0.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":1659300000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140165,"accession_number":"0001679273-25-000066","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2025-09-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Lamb Weston stockholders elect all 12 director nominees at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 12 directors elected with over 98% support for each nominee; broker non-votes of 13.6M shares.","Advisory say-on-pay proposal approved with 104.2M for, 5.3M against, 0.3M abstain; broker non-votes of 13.6M.","Ratification of KPMG as auditor for FY2026 passed with 123.0M for, 0.3M against, 0.1M abstain.","Approximately 88.6% of outstanding shares (123.4M) represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140164,"accession_number":"0001679273-25-000047","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q4 sales up 4% to $1.68B; adj. EPS $0.87; launches Focus to Win plan targeting $250M savings","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $1,675.8M (+4% YoY), volume +8%, price/mix -4%; diluted EPS $0.85, adjusted EPS $0.87.","Full year FY2025 net sales $6,451.3M (flat), diluted EPS $2.50 (-50%), adjusted EBITDA $1,220.5M (-14%).","'Focus to Win' plan targets at least $250M savings: $200M annualized run-rate savings and $120M working capital improvements by FY2027.","FY2026 outlook: net sales $6.35-$6.55B, adjusted EBITDA $1.0-$1.2B, capex ~$500M (incl. $100M wastewater investment).","Quarterly dividend $0.37/share payable Aug 29, 2025; repurchased 4.9M shares in FY2025 at avg $57.94/share."],"consensus_eps_estimate":null,"consensus_eps_actual":2.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":6451300000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157810,"accession_number":"0001679273-25-000041","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"Lamb Weston reaches cooperation agreement with JANA, Continental Grain; adds 6 directors, names new chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Six new directors: Bradley Alford (Chairman), Ruth Kimmelshue, Timothy McLevish, Scott Ostfeld, Lawrence Kurzius, Paul Maass.","Four directors resign: Charles Blixt, W.G. Jurgensen, Robert Niblock, Maria Renna Sharpe; effective by July 11, 2025.","Board expands from 11 to 13 directors; 12 independent. Alford named Chairman.","JANA and Continental Grain get board seats; voting agreement for 2025 annual meeting and customary cooperation provisions.","Committees reconstituted: Audit, Compensation, Nominating; Alford chairs Board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157809,"accession_number":"0001679273-25-000024","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2025-04-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q3 net sales up 4% to $1.52B; reaffirms FY2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.03 (+$0.02 YoY); adjusted diluted EPS $1.10 (-8% YoY).","Volume up 9% driven by customer contract wins; price/mix down 5% on competitive pricing.","North America segment EBITDA $300.7M (+$14.8M); International EBITDA $93.2M (-$8.5M).","Engaged AlixPartners to evaluate value creation and cost savings opportunities.","Declared $0.37/share dividend payable May 30; repurchased $100M of stock in Q3."],"consensus_eps_estimate":0.5695,"consensus_eps_actual":1.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":4775500000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176183,"accession_number":"0001679273-25-000014","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Lamb Weston warns of unsolicited mini-tender offer at 4.34% below market","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["TRC Capital offers to buy up to 2M shares at $55.95, ~4.34% below Feb. 10 close of $58.49.","Offer covers ~1.4% of LW outstanding shares; company does not endorse the bid.","Lamb Weston notes mini-tender offers avoid SEC protections for >5% offers.","Expiration: March 13, 2025, at 11:59 p.m. NY time, unless extended or terminated.","Company urges shareholders to consult brokers and not to tender without checking market price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193081,"accession_number":"0001679273-24-000090","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2024-12-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lamb Weston appoints COO Michael J. Smith as CEO; Werner steps down effective Jan 3, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Smith, currently COO, becomes President & CEO and Board member on Jan 3, 2025; succeeds Thomas P. Werner.","Smith's annual base salary: $1M, target bonus 150% of base, LTIP target $5.25M starting FY2026.","Werner will serve as Special Advisor through Aug 31, 2025, with base salary of $550K and prorated bonus.","Werner's outstanding equity awards will fully vest under Normal Retirement; non-compete extended to 18 months.","Transition and Separation Agreement signed Dec 23, 2024, includes release of claims and restrictive covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193080,"accession_number":"0001679273-24-000085","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2024-12-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q2 net loss $0.25 EPS; cuts FY2025 guidance, increases buyback by $250M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $1,600.9M (-8% YoY); net loss $36.1M, diluted EPS ($0.25) vs prior year net income $215.0M.","Adjusted diluted EPS $0.66, down 54% from $1.45; adjusted net income $94.5M, down 55%.","Restructuring plan pre-tax charge $159.1M ($0.86 per share); expects $55M pre-tax cost savings in FY2025.","Board increased share repurchase authorization by $250M to $750M; quarterly dividend raised to $0.37 from $0.36.","FY2025 guidance cut: net sales $6.35-6.45B (prev $6.6-6.8B); adjusted EPS $3.05-3.20 (prev $4.15-4.35); adjusted EBITDA $1.17-1.21B."],"consensus_eps_estimate":0.6526,"consensus_eps_actual":0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":3255000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193079,"accession_number":"0001679273-24-000075","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2024-10-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Lamb Weston Chief Information & Digital Officer resigns effective Oct 25, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sukshma Rajagopalan notified resignation on Oct 11, 2024, effective Oct 25, 2024.","Resignation is to pursue another opportunity; no disagreement with company.","No replacement named; search or interim plan not disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193078,"accession_number":"0001679273-24-000071","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2024-10-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q1 EPS $0.88 (-45%); announces restructuring; cuts FY25 adj. EPS outlook to $4.15-$4.35","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1,654M (-1%); net income $127M (-46%); diluted EPS $0.88 (-45%); adjusted EPS $0.73 (-55%).","Restructuring: closing Connell, WA facility, temporary production curtailments, ~4% workforce reduction.","Restructuring expected to generate ~$55M pre-tax cost savings and $100M capex reduction in FY25.","Total estimated pre-tax restructuring charges of $200M-$250M, most in Q2 FY25.","Updated FY25 targets: Adj. EBITDA at low end of $1,380M-$1,480M; Adj. EPS cut to $4.15-$4.35 from $4.35-$4.85."],"consensus_eps_estimate":null,"consensus_eps_actual":0.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":1654100000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209455,"accession_number":"0001679273-24-000067","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2024-09-27T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Lamb Weston secures $500M new term loan, repays $300M existing facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $500M Term A-5 Loan replaces $300M Term A Loan; proceeds used to fully repay existing loan on Sept 27, 2024.","Interest rate based on SOFR plus 1.85%-2.85% (or Base Rate plus 0.85%-1.85%) depending on leverage ratio.","Quarterly amortization payments start March 2025 at 5% of original principal per year; final maturity Sept 27, 2031.","Amendment also updates certain schedules and representations; all other credit terms remain unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209454,"accession_number":"0001679273-24-000064","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2024-09-27T23:59:59+00:00","items":["5.02","5.03","5.07","9.01"],"status":"ready","headline":"Lamb Weston appoints new director Norman Prestage, shareholders approve officer exculpation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board appointed Norman Prestage (former Ernst & Young partner) as director, effective Sept 26, 2024.","Board increased size from 10 to 11 to fill vacancy from Thomas Maurer's passing in July.","Prestage will serve on Audit and Finance Committee; receives standard director compensation ($100K retainer + $170K RSU grant).","Stockholders approved amendment to certificate of incorporation to allow officer exculpation under Delaware law (78.2% for).","Advisory vote on 2024 exec compensation passed (93.3% for); KPMG ratified as auditor for FY2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209453,"accession_number":"0001679273-24-000034","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2024-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q4 net sales down 5%, adjusted EPS -40%; provides cautious FY2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $1,612M (-5% YoY); diluted EPS $0.89 (-74%); adjusted EPS $0.78 (-40%).","Voluntary product withdrawal cost ~$40M pretax; volume fell 8% on share losses and soft restaurant traffic.","FY2025 guidance: net sales $6.6-6.8B, adjusted EBITDA $1,380-1,480M, diluted EPS $4.35-4.85.","North America segment volume -7% with ~5pp from share losses; International volume -9% with ~5pp share losses.","CEO Werner cites rapid demand softening and expects supply-demand imbalance to persist through much of FY2025."],"consensus_eps_estimate":null,"consensus_eps_actual":4.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":6467600000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227496,"accession_number":"0001679273-24-000026","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Lamb Weston ups revolver to $1.5B, extends maturity to 2029; adds €200M European term loan","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolver commitments increased from $1.0B to $1.5B; maturity extended from Aug 2026 to May 2029.","New €200M European term loan (for LW EMEA) maturing May 2029; no amortization payments required.","New $325M Term A-4 loan added; proceeds used to repay existing Term A-2 loan in full.","LW EMEA repaid ~€200M and terminated its existing €400M revolver on closing date.","Interest rates tied to consolidated net leverage ratio: 1.125%-1.75% for SOFR loans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227495,"accession_number":"0001679273-24-000017","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2024-04-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ERP transition and potato write-off hit Lamb Weston's Q3; FY2024 outlook slashed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP EPS $1.01 (-17% YoY); adjusted EPS $1.20 (-18%); net sales $1,458M (+16% but organic -12%).","ERP transition cut Q3 sales ~$135M and Adj. EBITDA ~$95M; order fulfillment issues resolved by quarter-end.","$25M pre-tax charge for excess raw potato write-off in Q3; full-year charge $95.9M.","FY2024 guidance cut: net sales $6.54-6.60B (from $6.8-7.0B); adj. EPS $5.50-5.65 (from $5.70-6.15).","North America segment Adj. EBITDA down 14% to $285.9M; International up 88% to $101.7M on LW EMEA consolidation."],"consensus_eps_estimate":null,"consensus_eps_actual":4.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":4855700000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246338,"accession_number":"0001558370-24-000043","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2024-01-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q2 EPS $1.48 (+108%); raises FY EPS view to $5.70-6.15; dividend +29%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $1.73B (+36% YoY), including $376M from EMEA acquisition; organic sales +6%.","GAAP diluted EPS $1.48 vs $0.71; adjusted diluted EPS $1.45 vs $1.26, up 15%.","Includes $70.9M pre-tax charge for excess raw potato write-off, impacting segments.","Raises FY2024 GAAP net income view to $830-900M, adjusted EPS to $5.70-6.15; reaffirms adj. EBITDA $1.54-1.62B.","Quarterly dividend increased 29% to $0.36/share; $50M in stock buybacks during Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":3.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":3397400000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":263781,"accession_number":"0001104659-23-108452","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2023-10-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Lamb Weston sets long-term targets, boosts buyback by $500M at Investor Day","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Long-term targets: net sales growth low-to-mid single digits, EBITDA growth mid-to-high single digits, EPS growth high single digits.","Reaffirms FY2024 outlook: net sales $6.8-7.0B, adjusted diluted EPS $5.50-5.95, adjusted EBITDA $1.54-1.62B.","Board increases share repurchase authorization to $500M (includes ~$124M remaining); no expiration date.","Targets dividend payout ratio of 25-35% of net income; returned >$1.2B to shareholders since 2016.","Positions as #1 frozen potato company in North America and #2 globally; highlights innovation and global footprint."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":263780,"accession_number":"0001558370-23-016251","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2023-10-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q1: sales +48% to $1.67B, adj EPS $1.63; raises FY2024 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1,665M (+48% YoY); GAAP diluted EPS flat at $1.60; adj diluted EPS $1.63 (+109%).","Raised FY2024 outlook: adj diluted EPS $5.50-$5.95 (prev $4.95-$5.40); adj EBITDA $1.54B-$1.62B.","North America segment sales +19%; International segment sales +212% reflecting acquisitions.","Repurchased $100M of stock (992,365 shares at avg $100.77); paid $41M in dividends.","Gross profit +106% to $323M; volume down 8% due to exiting lower-margin business."],"consensus_eps_estimate":null,"consensus_eps_actual":1.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":1665300000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":263779,"accession_number":"0001104659-23-105886","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2023-10-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Lamb Weston annual meeting elects 11 directors, approves say-on-pay and auditor ratification","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected with For votes ranging from 103M to 116M; broker non-votes 11.6M.","Advisory vote on fiscal 2023 executive compensation approved: 102.4M For, 14.1M Against, 404K Abstain.","Advisory frequency set at one year for future say-on-pay votes (114.5M For 1 year).","KPMG LLP ratified as independent auditor for FY2024: 128.0M For, 373K Against, 137K Abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":280991,"accession_number":"0001558370-23-015258","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2023-08-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Lamb Weston restructures reportable segments to two; recasts FY2021-2023 financial data","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Effective May 29, 2023, segments changed from four to North America and International.","FY2023 North America net sales $4,249.4M; segment income $989.8M.","FY2023 International net sales $1,101.2M; segment income $554.6M includes $425.8M acquisition gain.","Adjusted EBITDA definition expanded to include FX and unrealized derivative gains/losses; recast data does not change net income or EPS."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":280990,"accession_number":"0001558370-23-012180","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2023-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston reports Q4 adj. EPS $1.22, up 91% YoY; FY2024 guidance $4.95-$5.40 EPS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $1,695M (+47% YoY), GAAP EPS $3.40 vs $0.22; adjusted EPS $1.22 vs $0.64.","Global segment sales up 85% with acquisitions; price/mix +24%, volume -10% from strategic exits and softening traffic.","FY2023 full-year net sales $5,351M (+31%), adjusted diluted EPS $4.68 vs $1.92.","FY2024 outlook: net sales $6.7-6.9B, diluted EPS $4.95-$5.40, adjusted EBITDA $1.45-1.525B.","FY2023 capital return: $146M dividends and $45M stock repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":6.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":5350600000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":280989,"accession_number":"0001104659-23-082402","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2023-07-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lamb Weston appoints Reynolds' CIO Rita Fisher as director, board expands to 11","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rita Fisher appointed to Lamb Weston Board; effective July 19, 2023; board size increased from 10 to 11.","Fisher is CIO and EVP Supply Chain at Reynolds Consumer Products; previously VP at Kraft Heinz.","She will serve on Audit and Finance Committee; receives standard non-employee director compensation ($100k retainer, $155k RSUs).","No reportable transactions or arrangements under Item 404(a) of Regulation S-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299678,"accession_number":"0001104659-23-045052","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2023-04-13T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Lamb Weston appoints Mike Smith as COO effective May 29, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael J. Smith promoted to COO; will oversee Commercial, Supply Chain, Agriculture, Marketing & Innovation.","Sharon Miller becomes President North America, Marc Schroeder President International, both reporting to Smith.","Smith receives $750k base salary, 115% bonus target, and $1.875M LTIP target.","Gerardo Scheufler also reports to Smith as Chief Supply Chain Officer.","Tom Werner says new COO role integrates global operating teams for scalable growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299677,"accession_number":"0001558370-23-005527","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2023-04-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q3 net sales +31% to $1.25B, adj. EPS $1.43; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $1,253.6M (+31% YoY); income from operations $266.3M (+99%); diluted EPS $1.21 (+66%).","Adjusted diluted EPS $1.43 (+127% YoY); adjusted EBITDA $345.5M (+72%).","Raised FY2023 outlook: net sales $5.25-5.35B, adj. diluted EPS $4.35-4.50, adj. EBITDA $1,180-1,210M.","Acquired remaining 100% of LW EMEA for €531.6M cash + 1.95M shares; consolidation begins Q4.","Returned $35.2M in dividends and $12.2M in share repurchases in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":3.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":3655700000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":319791,"accession_number":"0001104659-23-036640","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2023-03-24T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Lamb Weston amends bylaws; adds proxy access for 3%+ holders starting 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved amended bylaws effective March 23, 2023, with several governance updates.","New proxy access right: holder(s) of 3%+ stock for 3 years can nominate up to 20% of directors starting 2024 annual meeting.","Procedures updated for director nominations, including universal proxy rules and Board’s exclusive use of white proxy card.","Shares will be uncertificated; other administrative and DGCL-related changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":319790,"accession_number":"0001104659-23-027412","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2023-03-01T23:59:59+00:00","items":["2.01","1.01","3.02","8.01","9.01"],"status":"ready","headline":"Lamb Weston completes acquisition of remaining 50% stake in European JV for €525M cash and 1.95M shares","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration: €525M cash (subject to adjustments) plus 1,952,421 shares of LW common stock.","Adds five manufacturing facilities in Netherlands and UK, plus a sixth via 75% interest in Austrian JV.","Annual production capacity of nearly 2 billion pounds (910,000 MT) of frozen potato products.","Lamb-Weston/Meijer will now be fully consolidated; previously recorded as equity method investment.","Transaction closed on February 28, 2023; originally announced in October 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":319789,"accession_number":"0001104659-23-008677","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2023-01-31T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Lamb Weston enters $450M term loan amendment; extends existing loan maturity to 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Established new $450M Term A-3 Loan maturing Jan 31, 2030; proceeds to fund Lamb-Weston/Meijer acquisition.","Extended maturity of existing $300M Term A Loan from June 2024 to June 2026.","Term A-3 Loan bears interest at SOFR plus 2.00%-2.75% or Base Rate plus 1.00%-1.75%.","Amortization repayments begin June 2023: equal quarterly installments at 5% of original principal annually."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":319788,"accession_number":"0001558370-23-000043","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2023-01-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q2: revenue $1,276.5M (+27%), adj EPS $1.28 (+172%); raises FY23 targets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1,276.5M (+27% YoY); diluted EPS $0.71 (+223%); adjusted EPS $1.28 (+172%).","FY2023 outlook raised: Net sales $4.8-4.9B, adjusted EPS $3.75-4.00 (prior $2.45-2.85).","Quarterly dividend increased 14%; $35M returned to shareholders in Q2.","Pending acquisition of remaining interest in European JV LWM expected Q4 FY2023.","Volume down 3% due to supply chain disruptions; pricing actions offset cost inflation."],"consensus_eps_estimate":null,"consensus_eps_actual":2.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":2402100000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338001,"accession_number":"0001104659-22-110617","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K/A","filed_at":"2022-10-21T23:59:59+00:00","items":["7.01","1.01","3.02","9.01"],"status":"ready","headline":"Lamb Weston to acquire full ownership of European JV for €700M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["€700M purchase: €525M cash + €175M in LW stock (valued at VWAP).","Acquires 100% of Meijer Frozen Foods B.V., which held 50% of JV Lamb Weston/Meijer.","Expected close in H2 fiscal 2023, subject to regulatory approvals and conditions.","Stock issued to seller is unregistered under Section 4(a)(2); subject to 6-month lockup.","Contingent payment: 50% of any proceeds from Russian market withdrawal to seller."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338003,"accession_number":"0001104659-22-110122","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2022-10-20T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Lamb Weston to acquire remaining 50% of European JV for €700M in cash and stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration €700M: €525M cash + €175M in LW common stock.","Expected close in second half of fiscal 2023, subject to regulatory approvals.","JV had ~€954M net sales in FY2022; LW will fully consolidate results post-close.","Acquisition adds five manufacturing facilities in Netherlands/UK plus 75% interest in Austrian JV.","Cash portion funded with new borrowings and cash; net leverage target unchanged at 3.5x-4.0x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338002,"accession_number":"0001558370-22-014841","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2022-10-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q1 net sales up 14% to $1.126B; EPS $1.60, adj $0.75; reaffirms FY23 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales +14% to $1.126B; income from operations +161% to $157M.","Diluted EPS $1.60 (incl $0.85 items); Adjusted EPS $0.75, up 317% YoY.","Reaffirms FY23 outlook: net sales $4.7-4.8B, adjusted EPS $2.45-$2.85, adj EBITDA $840-910M.","Retail segment sales +28% to $169.6M; price/mix +32%; volume -4%.","Acquired additional 40% interest in Argentina JV (LWAMSA) for $42.3M; now 90% owner."],"consensus_eps_estimate":null,"consensus_eps_actual":1.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":1125600000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":355358,"accession_number":"0001104659-22-104600","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2022-09-30T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Lamb Weston stockholders elect ten directors, approve say-on-pay, ratify KPMG at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["87.08% of outstanding shares were represented at the September 29, 2022 annual meeting.","Ten director nominees elected with majority votes; broker non-votes present on all director elections.","Advisory vote on named executive officer compensation approved: 95.7M for, 16.7M against, 0.6M abstain.","Ratification of KPMG as independent auditor for FY2023 passed with 124.8M for, 0.2M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":355357,"accession_number":"0001558370-22-011106","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2022-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q4 net sales up 14% to $1.15B; guides FY2023 sales $4.7-4.8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 adjusted diluted EPS $0.65, up 48% YoY; GAAP EPS $0.22 due to $62.7M Russia impairment charge.","Full year FY2022 net sales $4.10B (+12%), adjusted EPS $2.08 (-4%); operating income down 6%.","FY2023 outlook: net sales $4.7-4.8B, diluted EPS $2.45-2.85, adjusted EBITDA $840-910M.","Foodservice segment Q4 net sales +21% to $388M; Global +10%; Retail +20%.","Increased ownership in Argentina joint venture LWAMSA to 90% for ~$42M; $138M dividends & $151M buybacks in FY2022."],"consensus_eps_estimate":null,"consensus_eps_actual":1.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":4098900000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.77,"calibrated_materiality_score":0.77,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":355356,"accession_number":"0001104659-22-082823","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2022-07-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Lamb Weston grants $19.6M in one-time equity awards to executives under retention program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Thomas Werner receives total target value of $10.5M; other NEOs receive $1.8M to $2.7M.","Awards split equally between leveraged performance units (LPUs) and stock options.","LPUs vest based on stock price appreciation over FY2023-2025: 50% target at 25%, 100% at 50%, 300% at 75%+; capped at 8x target.","Stock options vest 33/33/34% over three anniversaries; term of 7 years.","Total target value for all NEOs is $19.6M; grants effective July 29, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":373499,"accession_number":"0001558370-22-005141","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2022-04-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q3 EPS $0.73 +62% YoY; raises FY gross margin outlook to 19-20%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $106.6M, up 61% YoY; diluted EPS $0.73 vs $0.45.","Net sales $955M, +7% (price/mix +12%, volume -5%); Foodservice +34%, Retail -12%.","FY 2022 gross margin outlook raised to 19-20% from prior 18-20%.","Capex reduced to ~$325M from $450M due to timing of expansion projects.","Returned $84.3M to shareholders: $34.3M dividends, $50M share repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":1.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":2945800000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392213,"accession_number":"0001104659-22-025738","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2022-02-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Lamb Weston subsidiary enters RMB 1.079B term loan for China capex","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Ulanqab Lamb Weston Food Co., Ltd. (wholly-owned LW subsidiary) signed Facility Agreement for RMB 1,079,000,000 (~USD 170.6M) term loan.","Matures Feb 18, 2027; drawn until Feb 2024 (extendable to Feb 2025 if 50% drawn in initial period).","Interest rate: PRC 5-year LPR + 0.30% per annum; amortization starts 36 months after initial draw.","Proceeds for fixed asset investment in Inner Mongolia french fry/hash brown production lines (108,000 tons/year capacity).","Loan is unconditionally guaranteed by Lamb Weston Holdings, Inc. (parent)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392212,"accession_number":"0001558370-22-000086","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2022-01-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q2 EPS down 67%; FY22 gross margin outlook cut to 18-20%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales up 12% to $1.01B; net income down 66% to $32.5M; diluted EPS $0.22 vs $0.66.","Adjusted diluted EPS down 24% to $0.50; adjusted EBITDA down 15% to $180.9M.","Global segment sales +9%; Foodservice +30%; Retail +1%; margins declined in Global and Retail.","Refinanced $1.7B debt, recognized $53.3M loss on extinguishment ($0.28/share after-tax).","FY22 gross margin now 18-20% (previous 17-21%); cites cost inflation, labor shortages, poor potato harvest."],"consensus_eps_estimate":null,"consensus_eps_actual":0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":1990800000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":410538,"accession_number":"0001104659-21-135664","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2021-11-08T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Lamb Weston issues $1.67B in senior notes: $970M at 4.125% due 2030, $700M at 4.375% due 2032","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $970M of 4.125% senior notes maturing Jan 31, 2030 and $700M of 4.375% senior notes maturing Jan 31, 2032.","Interest payable semi-annually on Jan 31 and Jul 31, first payment Jul 31, 2022.","Notes are senior unsecured obligations, guaranteed by certain subsidiaries that also guarantee existing credit facilities.","Indentures contain customary covenants limiting liens and asset sales, and change-of-control repurchase provisions.","Notes effectively subordinated to secured debt, rank equally with future senior unsecured debt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":410537,"accession_number":"0001104659-21-127749","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2021-10-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Lamb Weston prices $1.67B senior notes offering; upsizes 2030 tranche to $970M, downsizes 2032 to $700M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $970M of 4.125% senior notes due 2030 and $700M of 4.375% senior notes due 2032.","2030 notes upsized from previously announced $835M; 2032 notes downsized from $835M.","Net proceeds, together with cash, to redeem all outstanding 4.625% 2024 notes and 4.875% 2026 notes.","Conditional redemption notices issued for 2024 and 2026 notes; redemption on Nov 18, 2021 conditional on closing.","Closing of offering expected on or about Nov 8, 2021; notes guaranteed by material domestic subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":410536,"accession_number":"0001558370-21-013051","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2021-10-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lamb Weston Q1 EPS $0.20 (-67% YoY); cuts FY2022 outlook, margins pressured through year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales up 13% to $984M, but income from operations down 56% to $60.2M; diluted EPS $0.20 vs $0.61.","Adjusted EBITDA including JVs down 39% to $123.4M; foodservice volume up 35% but retail down 15%.","FY2022 outlook: net income and EBITDA pressured; gross margins to remain below pre-pandemic levels; no longer expects H2 recovery.","Reduced capex guidance to ~$450M from $650-700M; effective tax rate cut to ~22%.","Returned $60.4M to shareholders: $34.4M dividends and $26.0M share repurchases (avg price $65.86)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":984200000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":429340,"accession_number":"0001104659-21-119775","cik":1679273,"company_name":"Lamb Weston Holdings, Inc.","ticker":"LW","form_type":"8-K","filed_at":"2021-09-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Lamb Weston stockholders elect ten directors, approve say-on-pay, ratify KPMG","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["88.4% of outstanding shares represented at Sept. 23, 2021 annual meeting.","Ten director nominees elected with votes ranging from 114.97M to 117.11M for.","Advisory say-on-pay approved with 111.42M for, 5.76M against.","Ratification of KPMG as FY2022 auditor passed with 128.93M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5909515890.03507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-09-27T23:59:59+00:00|429340"}