Description

Lamb Weston Holdings, Inc. Faces a Global Supply & Logistics Wildcard That Could Disrupt Its Shareholder Return Story!

Lamb Weston Holdings, Inc. described a first half shaped by strong shipment momentum and a deliberate reset in how it manages customer relationships, capacity, and costs. Volume grew 8 percent in the second quarter and 7 percent in the first half, which management attributed to customer wins, retention, and share gains even as restaurant traffic remained soft in several markets. Net sales were essentially flat on a constant currency basis as volume growth was offset by an unfavorable price and mix profile that reflected customer support actions and a shift toward lower margin channels and customers. The company positioned North America as operationally solid and profitability dominant, while noting that international conditions, particularly Europe, are more competitive and exposed to pricing pressure.