Lamb Weston Holdings (LW) has been subjected to a variety of shifts in market sentiment, with firms such as BlackRock, Guidance Capital, and Ninety One UK Ltd ramping up their stake. Conversely, firms such as CENTRAL TRUST Co and Jennison Associates have reduced their stake. Notably,
activist investor JANA Partners is pushing for changes and analysts have noted LW's resilience despite a troubled industry. The company is set to pay larger dividends than the previous year, marking a favorable shift. At the same time, its stock has experienced losses, causing concern. While LW's Q2 2025 earnings call yielded mixed reviews, it was predominantly marked by uncertainty and speculation over the company's fundamental outlook. In a surprising shift, the
company has announced a leadership transition and the
appointment of Michael J. Smith as President and CEO. Similarly, LW's fiscal year 2025 outlook has been trimmed following a dip in Q2 earnings. Meanwhile, LW seeks growth despite suffering from industry headwinds and rising costs.
Lamb Weston Holdings LW News Analytics from Mon, 05 Aug 2024 07:00:00 GMT to Sat, 08 Feb 2025 23:56:30 GMT -
Rating 0
- Innovation -2
- Information 6
- Rumor -1
