secwatch.observer — SEC 8-K summary
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Issuer:     Lamb Weston Holdings, Inc. (LW)
CIK:        0001679273
Form:       8-K
Filed at:   2025-07-23T23:59:59+00:00
Accession:  0001679273-25-000047
Event type: earnings
Sentiment:  neutral
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Lamb Weston Q4 sales up 4% to $1.68B; adj. EPS $0.87; launches Focus to Win plan targeting $250M savings
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1679273/000167927325000047/0001679273-25-000047-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1679273/000167927325000047/lw-20250723.htm
  HTML page:      https://secwatch.observer/filing/0001679273-25-000047

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer