LW Lamb Weston Holdings Inc

$LW going to DCA here little by little French fries will be here forever. Never fails

$LW — In July, management guided international EBITDA to improve 40–50% as one-time charges lapped off the books. This quarter, segment EBITDA came in at $27M, described as "below our long-term aspirations," and the 40–50% range was not restated. The European crop explanation shifted from demand softness to supply tightening — "a tale of two years." ERP, a direct question in July, went unmentioned in October. Marc Schroeder, President of International, departs at year end; outside search is underway. On the other side: Q1 beat its own guide on every headline line, North America posted seven consecutive quarters of volume growth, and contracting is ~70% complete with high retention and no surprises. #TheGapReport

$LW sold. 😂 I'm so back. Slump officially freaking over 7 dollar gain per share Only 4 day hold

$LW $47.91 | Mixed / Sideways RSI 54.8 (Neutral) MACD Bullish | Vol 3.6x MA20 $45.57 | MA50 $50.08 MA200 $45.73 S $40.65 | R $55.70 Cap $6.59B P/E 21.4 | Fwd 14.2 Strong Momentum | $43.34 (-9.5%)

🚀 STOCK TO WATCH TODAY! — $LW 🔥 $LW — Lamb Weston Holdings Strongly bullish setup with significant upside potential! 🚀📈 Lamb Weston delivered a strong earnings report, beat expectations, and raised its FY2027 guidance. The market reaction has been highly positive, with strong buying pressure and a major increase in trading volume. 📊 SST BULLISH TAKE: 🟢 Earnings Beat 🟢 Raised FY2027 Guidance 🟢 Strong Volume Expansion 🟢 Bullish Momentum 🟢 Recovery / Breakout Setup 🟢 Next Resistance Offers 15%+ Upside Potential 🔥 The key point: $LW still has more than 15% potential upside toward the next major resistance zone, giving this setup an attractive risk/reward profile if bullish momentum continues. More than 15% potential upside to the next major resistance level.

$LW Lamb Weston reported before the open: adjusted EPS of 75 cents vs the 59-cent FactSet consensus, revenue up 0.7% to 1.67B vs 1.65B expected (WSJ, Barron's). Full-year guidance went up as well, to 3.05-3.35 in adjusted EPS from 2.95-3.25, with sales now seen growing low single digits instead of flat to up 1%. The beat is cost and mix, not demand strength. GAAP net income fell 55% to 29.1M and adjusted EBITDA was down 6%. North America sales rose 5.2% to 1.14B on volume and new customers, while international fell 8% to 528.9M. The rest is restructuring: facility shutdowns and a roughly 4% workforce cut. Street consensus was 3.00 a share on 6.52B in sales (FactSet), so the new 3.20 midpoint now sits above expectations. Tracking the procurement-cost commentary on the 9:00 AM ET call; the European harvest was the open question going in.

$LW Q1 '27 Earnings Results & Recap • Reported GAAP EPS of $0.75 up 1.35% YoY • Reported revenue of $1.67B up 0.66% YoY • Lamb Weston updated fiscal 2027 net sales outlook to up low single digits, Adjusted EBITDA to $1.13B, and Adjusted Diluted EPS to $3.05 to $3.35.

$LW Cut this, because transportation costs are a risk and Mc Donalds sales are flat. Small 6 percent profit.

$LW I set a buy order at $30. I know, too low but anything can happen in these crazy times. $30 entry point sounds pretty damn good, I think.

$LW Lamb Weston reports fiscal Q1 before the open Tuesday. The setup is a margin story: consensus expects 59 cents a share on 1.66 billion in revenue, flat sales with earnings down about 20 percent from the 74 cents a year ago. Estimates have drifted one way. The EPS consensus is down from 62 cents three months ago, though it has held at 59 cents over the last 30 days. Revenue forecasts sit in a tight 1.64 to 1.66 billion band. The swing factor is the potato crop. Stephens cut its target to 50 from 55 on Sept 28, Equal Weight kept, citing a deteriorating European harvest: lower acreage, weaker yields, smaller sizing. That is fiscal 2027 procurement cost uncertainty. Context: the Q4 beat in July (87 cents vs 63 expected) did not repair the tape. Shares closed Friday at 43.60, up 5.9 percent on the day but still about 35 percent below the 52-week high. The second thing to watch Tuesday: the company guided fiscal 2027 adjusted EPS of 2.95 to 3.25 in July.

Lamb Weston shares could move 8.7% when the company reports earnings on Oct. 6 before the market opens, according to Bloomberg options data. The options market has correctly predicted the magnitude of the stock’s move in five of the past eight earnings reports. In three instances, the actual price change exceeded the options-implied move, highlighting the potential for significant volatility around the upcoming results. In the latest report on July 24, options implied a 9.7% move, while the stock moved 5.7%. On April 1, an implied move of 10.3% preceded a 7.3% decline. The largest discrepancy came on Dec. 19, when shares plunged 26.1% versus an implied move of 9.0%. On July 23, 2025, the stock gained 14.9% against a 9.9% implied move, while on April 3, 2025, it moved 10.9% compared with an 11.9% implied move. Other recent reports also showed wide gaps between implied and actual moves. $LW

$LW Damn 6 green days in the last 30. This turd is cooked. The 40 buy might be the one for a 20% run in the coming months.