Lamb Weston (LW) has received a Zacks Rank #1 (Strong Buy) rating due to solid improvement in earnings estimates. Analysts have consistently raised consensus estimates, with the company expected to earn $0.85 per share in the current quarter (up 23.2% year-over-year) and $3.20 for the full year (up 6.3% year-over-year). The stock has gained 10.3% over the past four weeks, reflecting investor confidence in its earnings growth prospects.
LW
Lamb Weston Holdings, Inc. · NYSE
News
15 latestLamb Weston Holdings (LW) shares gained 12.6% following strong first-quarter fiscal 2027 results and upward guidance revision. The company raised its FY2027 EPS outlook to $3.05-$3.35 and net sales guidance to low-single-digit growth, driven by solid North America performance with 7% volume growth and improved cost execution. However, input-cost inflation and international weakness remain headwinds.
Lamb Weston (LW) reported solid first-quarter fiscal 2027 results, beating consensus estimates on both sales and earnings. The company raised its fiscal 2027 guidance for sales, adjusted EBITDA, and earnings following stronger-than-expected performance. North America segment showed robust growth with seven consecutive quarters of volume gains, though international operations faced headwinds from weak European performance.
Lamb Weston Holdings is expected to report flat Q1 fiscal 2027 sales with adjusted EBITDA declining in the low teens due to elevated potato and edible-oil costs, pricing pressures, and competitive challenges. However, North America volume growth and market-share gains may provide some support. The company has a positive Earnings ESP of +3.61% and Zacks Rank #3, suggesting a potential earnings beat.
Lamb Weston (LW) shares rose 5.9% to $43.60 on strong volume, driven by improving confidence in operational progress, North American customer wins, and a fiscal 2027 outlook showing earnings growth outpacing sales growth. Despite expected quarterly earnings declining 20.3% year-over-year, positive earnings estimate revisions suggest potential for continued strength. The stock holds a Zacks Rank #3 (Hold) rating.
Lamb Weston, a frozen foods supplier, is positioned to potentially beat earnings estimates in its upcoming October 6, 2026 report. The company has a strong track record of beating estimates with an average surprise of 29.18% over the past two quarters. With a positive Earnings ESP of +3.61% combined with a Zacks Rank #3 (Hold), the stock shows favorable indicators for another earnings beat.
Lamb Weston (LW) has declined 20.5% over the past four weeks and is now in oversold territory with an RSI reading of 21.02, suggesting a potential trend reversal. Wall Street analysts have raised earnings estimates for the company, and it holds a Zacks Rank #2 (Buy) rating, indicating strong potential for near-term price appreciation.
The article explains the Zacks Earnings ESP (Expected Surprise Prediction) tool, which identifies stocks likely to beat earnings estimates by comparing the most recent analyst estimate against the consensus estimate. Two consumer staples stocks highlighted are Lamb Weston (LW) with a +3.61% ESP and a #2 Buy rating, and BJ's Wholesale Club (BJ) with a +1.64% ESP and a #3 Hold rating. Both stocks show positive ESP metrics suggesting potential earnings surprises ahead.
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B&G Foods (BGS) has divested its B&M baked beans and Joan of Arc canned beans brands to McCall Farms, with proceeds directed toward debt repayment. The sale is part of BGS's portfolio optimization strategy to improve profitability and reduce financial leverage.
Despite a 9.7% decline in net sales in Q2 2026, adjusted EBITDA margin expanded to 15.8%, demonstrating the benefits of portfolio restructuring. However, net interest expenses rose 7.5%, highlighting the company's ongoing debt burden.
The article explains how to identify consumer staples stocks likely to beat earnings expectations using the Zacks Earnings ESP (Expected Surprise Prediction) filter. It highlights that combining a positive ESP with a Zacks Rank #3 or better has historically produced positive surprises 70% of the time with 28.3% average annual returns. Two example stocks are provided: Molson Coors Brewing with a +5.05% ESP and Lamb Weston with a +2.25% ESP.
Scoular, a $7B agribusiness company, elected three new board members: Diane Duren (retired Union Pacific executive), Stephanie Harlan (entrepreneur and daughter of former CEO Neal Harlan), and Tom Werner (former CEO of Lamb Weston). The additions bring diverse industry expertise and strengthen the company's leadership as it continues its legacy of serving farmers and customers globally.
The Clorox Company is executing a strategic transformation focused on rebuilding market share and enhancing growth through the GOJO Industries acquisition, which significantly expands its health and hygiene portfolio to over half of net sales. The company has completed its five-year digital transformation program and expects productivity benefits from fiscal 2027 onwards. Clorox is increasing innovation spending in health, wellness, and pet care categories while improving brand relevance through targeted promotions and packaging improvements.
BranchOut Food Inc. (BOF) stock has surged 89.1% over the past year, significantly outperforming its industry peers and the broader market. The rally is driven by the company's transition from episodic product launches to recurring retail programs, rapid expansion of its ingredient business, and improving manufacturing utilization. With booked orders providing greater revenue visibility and potential for substantial margin recovery through higher factory utilization, investors are increasingly confident in BOF's ability to leverage its existing infrastructure for higher volumes.
Conagra Brands (CAG) reported Q1 FY27 earnings of 41 cents per share, beating consensus estimates, with a 5.1% year-over-year increase. However, net sales declined 1.4% to $2.6 billion due to a 2.1% volume drop, partially offset by 1% price/mix gains. The company reaffirmed FY27 guidance for 1-3% organic sales decline and EPS of $1.40-$1.50, while facing gross margin pressure from cost inflation and operating leverage challenges.
Mama's Creations improved gross margin to 24% in fiscal Q2 from 23.6% in Q1, targeting mid-to-high-20% margins. The company identified 4-5 percentage points of margin opportunity through reduced trade spending, increased chicken-bottom sales mix, and improved Bay Shore facility performance, which could push margins to 28-29%.
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