Lamb Weston reaffirms $6.35B–$6.55B FY26 revenue outlook as cost savings and customer wins support strategy
Sep. 30, 2025 2:13 PM ETLamb Weston Holdings, Inc. (LW) StockAI-Generated Earnings Calls Insights
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Earnings Call Insights: Lamb Weston Holdings, Inc. (LW) Q1 2026
Management View
Mike Smith, President and CEO, stated the company delivered first quarter results “that exceeded our expectations and show commercial momentum in our business.” He emphasized the early progress on the “Focus to Win” strategic
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Quick Insights
Lamb Weston is prioritizing volume growth and customer wins through its ‘Focus to Win’ strategy, innovating products, expanding manufacturing, and augmenting its direct sales force with brokers to penetrate new channels. Early results show strong volume growth, particularly from customer conversions in North America and Asia.
Management anticipates continued price/mix declines—mid- to high-single digit in the first half, moderating later—and has incorporated $25 million of annual tariff exposure into fiscal guidance, which may pressure near-term profitability, particularly in international markets.
The company’s Cost Savings Program is tracking as planned, targeting $100 million in savings for fiscal 2026 and at least $250 million annualized by 2028, helping offset cost inflation and bolster margins despite external pressures.
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