{"schema_version":"secwatch.filing_event.v1","accession":"0001679273-24-000017","form_type":"8-K","ticker":"LW","cik":"0001679273","company_name":"Lamb Weston Holdings, Inc.","filed_at":"2024-04-04T23:59:59+00:00","discovered_at":"2026-05-14T18:03:19.547641+00:00","generated_at":"2026-06-04T02:20:49.970508+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"ERP transition and potato write-off hit Lamb Weston's Q3; FY2024 outlook slashed","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001679273-24-000017","json":"https://secwatch.observer/filing/0001679273-24-000017.json","markdown":"https://secwatch.observer/filing/0001679273-24-000017.md","text":"https://secwatch.observer/filing/0001679273-24-000017.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1679273/000167927324000017/0001679273-24-000017-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1679273/000167927324000017/lw-20240404.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T02:20:49.970508+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"66463112bf7ffcb7bdf4f5054d14c801bf56e6af","claim":"Lamb Weston Holdings, Inc. reported the fiscal third quarter 2024 results: revenue $1,458.3 million, net income $146.1 million, EPS $1.01. Guidance lowered.","evidence_excerpt":"North America and a $25 million pre-tax charge (1) for the write-off of excess raw potatoes • GAAP Results as Compared to Third Quarter Fiscal 2023: ◦ Net sales increased 16% to $1,458 million, including $357 million of incremental sales attributable to the LW EMEA Acquisition ◦ Income from operations declined 16% to $224 million ◦ Net income declined 17% to $146","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1679273/000167927324000017/0001679273-24-000017-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal third quarter 2024"},{"label":"Revenue","value":"$1,458.3 million"},{"label":"Net income","value":"$146.1 million"},{"label":"EPS","value":"$1.01"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}