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Stifel Analyst Notes Lamb Weston Q4 EBITDA Exceeds Estimates by $37M
Stifel analyst Matthew Smith notes Lamb Weston reported Q4 EBITDA of $288M, $37M above the firm's estimate, supported by stronger performance in North America across volumes and EBITDA margin. The stronger underlying performance in North America across volume, price/mix, and EBITDA and FY27 guidance in line with the firm's expectations "should support modest upside to shares today," says the analyst, who has a Hold rating on the stock.
Company Launches Three-Year Cost Savings Program Targeting $250 Million
The company said, "In July 2025, the Company launched its Focus to Win strategy, including a three-year Cost Savings Program to deliver at least $250 million of annualized run rate savings by the end of fiscal 2028. The Company exceeded its $100 million savings milestone for fiscal 2026. Based on the success of the program to date in delivering structural savings to supply chain and reducing SG&A costs, the Company will continue to pursue additional opportunities to improve its cost structure and capital efficiency."
Lamb Weston Reports Revenue of $1.77B, Exceeding Expectations
Reports revenue $1.77B, consensus $1.69B. "This past year marked an important inflection point for our Company," said Mike Smith, Lamb Weston president and CEO. "We overdelivered on our financial guidance with solid performance in sales and profitability, led by volume growth in North America. While disruption in the Middle East and input cost inflation have impacted our EMEA business, we have been taking actions to help mitigate this volatility in a challenging competitive environment. Looking forward, I am highly encouraged by the success we have seen in year one of Focus to Win, particularly the customer momentum that we built through new wins and strengthening of existing relationships. The quality and depth of our relationships combined with our focus on service, consistent delivery and exceptional product quality are contributing to share gains in North America. We advanced our 'executing with excellence' strategic pillar through supply chain and manufacturing operating improvements. Significant productivity gains generated cost savings to offset inflation and unexpected costs, as evidenced by our increased North America segment Q4 adjusted EBITDA margin. I am excited about the strategic work underway, led by Jan Craps, our executive chair, to focus our resources across our geographic footprint and create sustainable value for shareholders," concluded Smith. "We look forward to sharing more details on our progress at an Investor Day in early calendar 2027."
Sees Net Sales Growth 0%-1%, Adjusted EBITDA $1.1B-$1.2B
Sees net sales growth 0%-1%; adjusted EBITDA $1.1B-$1.2B; capex $380M-$410M.
Lamb Weston Closes Netherlands Facility to Optimize Supply Chain
Lamb Weston announced plans to close its production facility in Broekhuizenvorst, the Netherlands, to align its global supply chain footprint with evolving market conditions and as part of its broader executional excellence efforts. "These actions are part of our commitment to ensure the long-term resilience and competitiveness of our global supply chain network," said Sylvia Wilks, chief supply chain officer of Lamb Weston. "While this is a very difficult step, particularly given the strong commitment of our Broekhuizenvorst team, it is necessary to position us to improve our operational efficiency and better align our manufacturing footprint with customer needs." The company will now initiate a formal consultation process with the Works Council, in accordance with Dutch regulations.
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