Latest news with #LambWeston
Yahoo
19 hours ago
- Business
- Yahoo
Resilient Fries: Wells Fargo Sees Long-Term Upside in Lamb Weston Despite Tariff Risks
Lamb Weston Holdings, Inc. (NYSE:LW) is one of the best trade-war-resistant stocks to buy, but not without caveats. On July 9, 2025, Wells Fargo analyst Marc Torrente maintained an Overweight rating and lowered his price target from $70 to $65, citing short-term headwinds. Two weeks later, on July 24, he nudged that target back up to $66. Torrente described the company's fundamentals as 'intact and compelling,' despite near-term volume pressure and sluggish restaurant traffic. His view essentially shows confidence in Lamb Weston's global leadership in frozen potato products, especially frozen fries, where it controls roughly one-third of global supply. The company's pricing power, strategic supply chain positioning, and exposure primarily to North America make it less vulnerable to tariff shocks than peers more entangled in China or broader global logistics webs. Still, it's not completely insulated. Roughly 30% of Lamb Weston's sales come from international markets, including Asia. Fiscal 2025 guidance was soft, weighed down by weak North American volumes and one-time restructuring costs, but margins held up, suggesting that the business is cycling through its rough patch with minimal structural damage. Lamb Weston's facilities are closely integrated with farming regions, and its relationships with distributors and major foodservice brands remain tight. That operational focus, combined with demand stability for processed frozen foods, makes it a credible defensive play, especially in a market where volatility and geopolitics are back on the menu. Lamb Weston (NYSE: LW) is a leading global supplier of frozen potato products, best known for producing nearly a third of the world's frozen fries. With deep ties to foodservice chains and farming regions, it plays a quiet but critical role in the global food supply chain. While we acknowledge the potential of LW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Business
- Yahoo
Kraft Heinz (KHC) Reports Q2: Everything You Need To Know Ahead Of Earnings
Packaged foods company Kraft Heinz (NASDAQ:KHC) will be reporting results this Wednesday before market open. Here's what investors should know. Kraft Heinz met analysts' revenue expectations last quarter, reporting revenues of $6.00 billion, down 6.4% year on year. It was a mixed quarter for the company, with a narrow beat of analysts' EBITDA estimates but full-year EPS guidance missing analysts' expectations. Is Kraft Heinz a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Kraft Heinz's revenue to decline 3.1% year on year to $6.27 billion, in line with the 3.6% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.64 per share. Heading into earnings, analysts covering the company have grown increasingly bearish with revenue estimates seeing 4 downward revisions over the last 30 days (we track 10 analysts). Looking at Kraft Heinz's peers in the shelf-stable food segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Lamb Weston delivered year-on-year revenue growth of 4%, beating analysts' expectations by 5.7%, and McCormick reported flat revenue, in line with consensus estimates. Lamb Weston traded up 19.3% following the results while McCormick was also up 3.6%. Read our full analysis of Lamb Weston's results here and McCormick's results here. There has been positive sentiment among investors in the shelf-stable food segment, with share prices up 3.8% on average over the last month. Kraft Heinz is up 9.3% during the same time and is heading into earnings with an average analyst price target of $30.18 (compared to the current share price of $28.22). Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Yahoo
a day ago
- Business
- Yahoo
What To Expect From Hershey's (HSY) Q2 Earnings
Chocolate company Hershey (NYSE:HSY) will be reporting results this Wednesday before market hours. Here's what investors should know. Hershey met analysts' revenue expectations last quarter, reporting revenues of $2.81 billion, down 13.8% year on year. It was a satisfactory quarter for the company, with a solid beat of analysts' EBITDA estimates but a significant miss of analysts' gross margin estimates. Is Hershey a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Hershey's revenue to grow 22.3% year on year to $2.54 billion, a reversal from the 16.7% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.00 per share. Heading into earnings, analysts covering the company have grown increasingly bearish with revenue estimates seeing 5 downward revisions over the last 30 days (we track 13 analysts). Hershey has missed Wall Street's revenue estimates five times over the last two years. Looking at Hershey's peers in the shelf-stable food segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Lamb Weston delivered year-on-year revenue growth of 4%, beating analysts' expectations by 5.7%, and McCormick reported flat revenue, in line with consensus estimates. Lamb Weston traded up 19.3% following the results while McCormick was also up 3.6%. Read our full analysis of Lamb Weston's results here and McCormick's results here. There has been positive sentiment among investors in the shelf-stable food segment, with share prices up 3.8% on average over the last month. Hershey is up 10.9% during the same time and is heading into earnings with an average analyst price target of $165.57 (compared to the current share price of $184.03). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Business
- Yahoo
Kraft Heinz (KHC) Reports Q2: Everything You Need To Know Ahead Of Earnings
Packaged foods company Kraft Heinz (NASDAQ:KHC) will be reporting results this Wednesday before market open. Here's what investors should know. Kraft Heinz met analysts' revenue expectations last quarter, reporting revenues of $6.00 billion, down 6.4% year on year. It was a mixed quarter for the company, with a narrow beat of analysts' EBITDA estimates but full-year EPS guidance missing analysts' expectations. Is Kraft Heinz a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Kraft Heinz's revenue to decline 3.1% year on year to $6.27 billion, in line with the 3.6% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.64 per share. Heading into earnings, analysts covering the company have grown increasingly bearish with revenue estimates seeing 4 downward revisions over the last 30 days (we track 10 analysts). Looking at Kraft Heinz's peers in the shelf-stable food segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Lamb Weston delivered year-on-year revenue growth of 4%, beating analysts' expectations by 5.7%, and McCormick reported flat revenue, in line with consensus estimates. Lamb Weston traded up 19.3% following the results while McCormick was also up 3.6%. Read our full analysis of Lamb Weston's results here and McCormick's results here. There has been positive sentiment among investors in the shelf-stable food segment, with share prices up 3.8% on average over the last month. Kraft Heinz is up 9.3% during the same time and is heading into earnings with an average analyst price target of $30.18 (compared to the current share price of $28.22). Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Yahoo
2 days ago
- Business
- Yahoo
Wells Fargo Reduces PT on Lamb Weston Holdings, Inc. (LW) Stock
Lamb Weston Holdings, Inc. (NYSE:LW) is one of the Best Mid Cap FMCG Stocks to Buy Now. Wells Fargo reduced the target price on the company's stock to $65 from $70, while keeping an 'Overweight' rating, as reported by The Fly. The firm is aggregating models throughout Beverage/Food/HPC and updating the price targets. Notably, the firm highlighted that its target price to earnings is the discount to historical trading ranges, considering the limited near-term volume visibility. Potatoes being sorted on a conveyor belt in a modern packing facility. Lamb Weston Holdings, Inc. (NYSE:LW) has engaged AlixPartners, which is a leading global business advisory firm, to help it evaluate opportunities for near- and long-term value creation and cost savings. In the in-home consumption space, Lamb Weston Holdings, Inc. (NYSE:LW) recently rolled out new private-label products throughout the grocery and club channels. Overall, the company remains focused on identifying new and growing customers to fuel long-term sustainable growth in its business. In North America, Lamb Weston Holdings, Inc. (NYSE:LW) launched new battered and seasoned products, and fridge-friendly fries and tots, improving its addressable market. In the North America retail channel, the company has expanded its licensed brand portfolio to include Onion Rings and Cheesy Potato Bites. Lamb Weston Holdings, Inc. (NYSE:LW) is engaged in the production, distribution, and marketing of frozen potato products. While we acknowledge the potential of LW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. This article is originally published at Insider Monkey.
