earnings
confidence high
sentiment negative
materiality 0.85
Lamb Weston Q4 net sales down 5%, adjusted EPS -40%; provides cautious FY2025 outlook
Lamb Weston Holdings, Inc.
2024-FY EPS reported
$4.98
revenue$6,467,600,000
- 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.