secwatch.observer — SEC 8-K summary
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Issuer:     Lamb Weston Holdings, Inc. (LW)
CIK:        0001679273
Form:       8-K
Filed at:   2024-07-24T23:59:59+00:00
Accession:  0001679273-24-000034
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Lamb Weston Q4 net sales down 5%, adjusted EPS -40%; provides cautious FY2025 outlook
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1679273/000167927324000034/0001679273-24-000034-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1679273/000167927324000034/lw-20240724.htm
  HTML page:      https://secwatch.observer/filing/0001679273-24-000034

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