LW

Conagra Brands, Inc. CAG is likely to witness top-line growth when it reports fourth-quarter fiscal 2026 earnings on July 15. The Zacks Consensus Estimate for revenues is pegged at $2.88 billion, indicating an increase of 3.4% from the prior-year quarter’s reported figure. The consensus mark for earnings has remained unchanged in the past 30 days at 46 cents per share, indicating a drop of 17.9% from the figure recorded in the year-ago quarter. CAG has a trailing four-quarter earnings surprise of 3.2%, on average. Conagra Brands price-consensus-eps-surprise-chart | Conagra Brands Quote Conagra Brands' emphasis on restoring volume growth across its branded food portfolio is likely to have supported fiscal fourth-quarter performance. The company is likely to have benefited from improving demand for frozen and snack products, coupled with innovation-led growth and better shipment trends. Continued market-share gains across key frozen and snack categories, supported by effective merchandising initiatives, are also likely to have reinforced overall business momentum.The company has been witnessing healthier consumer demand in its growth-focused businesses after emphasizing volume recovery over aggressive pricing. Meanwhile, its staple categories are likely to have continued benefiting from selective inflation-driven pricing actions with favorable elasticity. This measured approach, combined with sustained brand investments and a solid innovation pipeline, is likely to have reinforced competitive positioning during the quarter.Conagra Brands' ongoing productivity and cost-saving initiatives are likely to have supported operational performance in the fiscal fourth quarter. The company's productivity initiatives, supply-chain investments and technology improvements are likely to have delivered efficiencies across the business. Normalized shipment patterns and contributions from new product launches might have strengthened operational execution, while productivity savings and disciplined cost management are likely to have helped offset cost pressures during the quarter.Despite these positives, profitability is likely to have remained under pressure during the quarter. Elevated commodity, protein and tariff-related costs are likely to have continued to weigh on margins despite the company's ongoing productivity initiatives. The company's strategy of prioritizing volum...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Lamb Weston (LW). This company, which is in the Zacks Food - Miscellaneous industry, shows potential for another earnings beat. This frozen foods supplier has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 10.51%. For the most recent quarter, Lamb Weston was expected to post earnings of $0.61 per share, but it reported $0.72 per share instead, representing a surprise of 18.03%. For the previous quarter, the consensus estimate was $0.67 per share, while it actually produced $0.69 per share, a surprise of 2.99%. Thanks in part to this history, there has been a favorable change in earnings estimates for Lamb Weston lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Lamb Weston currently has an Earnings ESP of +0.98%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 24, 2026. When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is no...

General Mills (GIS) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +16.48%. A quarter ago, it was expected that this maker of Cheerios cereal, Yoplait yogurt and other packaged foods would post earnings of $0.74 per share when it actually produced earnings of $0.64, delivering a surprise of -13.51%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. General Mills, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $4.61 billion for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 0.13%. This compares to year-ago revenues of $4.56 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. General Mills shares have lost about 25.2% since the beginning of the year versus the S&P 500's gain of 9.6%. While General Mills has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for General Mills was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You c...

McCormick (MKC) came out with quarterly earnings of $0.8 per share, beating the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $0.69 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +15.29%. A quarter ago, it was expected that this spices and seasonings company would post earnings of $0.61 per share when it actually produced earnings of $0.66, delivering a surprise of +8.2%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. McCormick, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $1.94 billion for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 1.99%. This compares to year-ago revenues of $1.66 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. McCormick shares have lost about 30.1% since the beginning of the year versus the S&P 500's gain of 7.5%. While McCormick has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for McCormick was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong B...

EAGLE, Idaho, June 24, 2026--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today it will report fourth quarter and full fiscal year 2026 financial results on July 24, 2026. The news release will be issued at approximately 8:00 a.m. ET, followed by a conference call at 9:00 a.m. ET. The webcast and accompanying materials will be available on Lamb Weston’s Investor Relations page at https://investors.lambweston.com/news-events/events-and-presentations. Alternatively, participants in the U.S. and Canada may access the conference call by dialing 1-800-330-6710; participants outside the U.S. and Canada should dial +1 213-279-1505. The conference ID is 9814300. A rebroadcast of the conference call will be available later in the day at the same location. About Lamb Weston Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For more than 75 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of-house management for its customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when we look at a potato, we see possibilities. Learn more about us at lambweston.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260624389111/en/ Contacts For more information, please contact:Investors:Debbie [email protected] Media:Erin [email protected]

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Lamb Weston (NYSE:LW) and the best and worst performers in the shelf-stable food industry. As America industrialized and moved away from an agricultural economy, people faced more demands on their time. Packaged foods emerged as a solution offering convenience to the evolving American family, whether it be canned goods or snacks. Today, Americans seek brands that are high in quality, reliable, and reasonably priced. Furthermore, there's a growing emphasis on health-conscious and sustainable food options. Packaged food stocks are considered resilient investments. People always need to eat, so these companies can enjoy consistent demand as long as they stay on top of changing consumer preferences. The industry spans from multinational corporations to smaller specialized firms and is subject to food safety and labeling regulations. The 17 shelf-stable food stocks we track reported a mixed Q1. As a group, revenues were in line with analysts’ consensus estimates while next quarter’s revenue guidance was 1.8% below. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.5% since the latest earnings results. Best known for its Grown in Idaho brand, Lamb Weston (NYSE:LW) produces and distributes potato products such as frozen french fries and mashed potatoes. Lamb Weston reported revenues of $1.56 billion, up 2.9% year on year. This print exceeded analysts’ expectations by 5.2%. Overall, it was a very strong quarter for the company with a solid beat of analysts’ organic revenue estimates. Lamb Weston pulled off the biggest analyst estimate beat but had the weakest full-year guidance update of the whole group. Unsurprisingly, the stock is up 6% since reporting and currently trades at $44.80. Is now the time to buy Lamb Weston? Access our full analysis of the earnings results here, it’s free. Best known for its milk chocolate bar and Hershey's Kisses, Hershey (NYSE:HSY) is an iconic company known for its chocolate products. Hershey reported revenues of $3.10 billion, up 10.6% year on year, outperforming analysts’ expectations by 2.4%. The business had a very strong quarter with a solid beat of analysts’ EBITDA and organic revenue estimates. Although it had a fine quar...

As Grocery Outlet Holdings Corporation GO prepares to unveil its first-quarter fiscal 2026 earnings on May 13, after market close. Investors are eager to see if the company can beat market expectations. The Zacks Consensus Estimate for revenues is pegged at $1.15 billion, implying 2.4% growth from the prior year. Meanwhile, the consensus mark for earnings has been steady at 2 cents per share over the past seven days, and calls for a decline of 84.6% from the year-ago period. GO has a trailing four-quarter earnings surprise of 30.5%, on average. Grocery Outlet Holding Corp. price-consensus-eps-surprise-chart | Grocery Outlet Holding Corp. Quote Grocery Outlet’s first-quarter performance is likely to have benefited from continued consumer demand for value-oriented grocery offerings amid a still-cautious spending environment. Management has emphasized that customers remain highly responsive to compelling deals and branded opportunistic products, which continue to differentiate the company from traditional grocers. The retailer’s efforts to rebuild its opportunistic merchandise pipeline, improve product flow and sharpen value perception may have helped sustain customer traffic trends during the quarter. The company’s ongoing store refresh initiatives are likely to have contributed positively to first-quarter trends. Management highlighted encouraging customer feedback and better operational execution in refreshed locations, with remodeled stores showing improved shopping experiences and stronger engagement levels. Efforts to simplify store operations, improve inventory management tools and enhance reporting capabilities for independent operators likely supported better in-store execution. These initiatives may have helped stores remain competitive while reinforcing Grocery Outlet’s treasure-hunt shopping appeal. On the flip side, Grocery Outlet is likely to have faced pressure from a challenging consumer environment and softer basket trends during the first quarter. Management acknowledged that affordability concerns remained elevated for its core customer base, while the broader grocery landscape stayed highly promotional. We expect first-quarter comparable-store sales to decline 2.2%. The company has been working through assortment and supply-chain challenges tied to balancing everyday in-stock levels with the opportunistic products that drive larger baskets a...

Post Holdings, Inc. POST is set to unveil its second-quarter fiscal 2026 results on May 7, after market close. Investors are eager to see if the company can beat market expectations. Post Holdings, Inc. price-consensus-eps-surprise-chart | Post Holdings, Inc. Quote The Zacks Consensus Estimate for revenues is pegged at $2.1 billion, implying 5.6% growth from the prior year. Meanwhile, the consensus mark for earnings per share has been unchanged at $1.64 over the past seven days, suggesting 16.3% growth from the year-ago period. POST has a trailing four-quarter earnings surprise of 19.6%, on average. Post Holdings’ fiscal second-quarter 2026 performance is likely to have benefited from continued strength in its Foodservice segment, supported by resilient demand for value-added egg products and favorable customer trends. The Zacks Consensus Estimate for Foodservice net sales is pegged at $633 million, indicating growth of 4.1% from the year-ago reported figure. At its first-quarter fiscal 2026 earnings call, management highlighted that customer inventory reloads had largely been completed and indicated confidence in sustaining normalized growth trends in the future. Foodservice may have continued to benefit from its labor-saving value proposition, as operators shift toward value-added egg offerings to reduce labor needs. Within Post Consumer Brands, the pet food business is likely to have witnessed some benefit from tested price points. Additionally, expanding private-label offerings in dinner sides, including mashed potatoes and macaroni & cheese, are expected to have supported volumes while improving capacity utilization across the network. The Zacks Consensus Estimate for net sales in the Post Consumer Brands segment is pegged at $1,059 million, indicating 7.2% growth from the year-ago reported figure. POST may have had some operational benefit from productivity initiatives and cost-saving actions within its cereal operations, though management said the main benefits from cereal plant closures should flow through the profit-and-loss statement starting in the third quarter and fourth quarter of fiscal 2026. However, some headwinds are likely to have persisted during the quarter. Management previously noted that Foodservice inventory-related benefits would normalize sequentially following the strong first quarter. In addition, cereal category trends are likel...

It has been about a month since the last earnings report for Lamb Weston (LW). Shares have added about 10.7% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Lamb Weston due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Lamb Weston before we dive into how investors and analysts have reacted as of late. Lamb Weston reported solid third-quarter fiscal 2026 results, wherein both top and bottom lines beat the Zacks Consensus Estimate. While net sales increased, earnings decreased from the year-ago period’s actuals. LW’s adjusted earnings were 72 cents, down 37% year over year, due to reduced adjusted gross profit and elevated adjusted selling, general and administrative (SG&A), partially offset by reduced income tax expense. However, the bottom line beats the Zacks Consensus Estimate of 61 cents. Net sales amounted to $1,564.8 million, beating the Zacks Consensus Estimate of $1,485 million. The top line increased $44.3 million or 3% year over year. On a constant-currency basis, sales were flat, as solid 7% volume growth was outweighed by a 7% drop in price/mix. Volume growth was driven by North America customer wins, share gains and retention. The decrease in price/mix reflects continued customer support through pricing and trade actions, as well as a shift in consumer demand toward value-oriented channels and brands. This includes increased sales to chain customers, which typically carry lower pricing. Adjusted gross profit fell $92.9 million from the prior year, landing at $327.5 million, with weaker price/mix serving as the main drag and a $32.5 million pre-tax charge related to the write-off of excess raw potatoes in the International segment, due to lower-than-expected sales volumes amid weak market demand. Adjusted SG&A expenses rose by $9.4 million year over year to $157.4 million. Although ongoing cost savings initiatives delivered benefits, these were more than offset by normalized performance-based compensation and benefit accruals, as well as $12.7 million in write-offs of capitalized costs related to discontinued projects. Adjusted EBITDA decreased $101.3 million year over year, reaching $271.7 million. This decline was due to reduced adjusted gross profit and elevate...

Lamb Weston (LW) shareholder Starboard Value said in a letter to the board Thursday that the company

Lamb Weston Holdings, Inc. (NYSE:LW) is one of the 10 Best Stocks That Beat Earnings Estimates. On April 1, 2026, JPMorgan said Lamb Weston Holdings, Inc. (NYSE:LW) delivered a Q3 EPS beat, driven by stronger-than-expected performance in North America that offset international weakness, higher interest expense, and tax impacts. The firm described the results as “better than feared,” noting the company narrowed its full-year EBITDA guidance while raising the midpoint, signaling stabilization in North America alongside more predictable international pressures. JPMorgan maintained a Neutral rating on the shares. Earlier that day, Lamb Weston Holdings, Inc. (NYSE:LW) reported Q3 adjusted EPS of 72c versus 61c consensus, with revenue of $1.56B compared to $1.49B consensus. CEO Mike Smith said the quarter was supported by continued strength in North America and disciplined execution, while highlighting ongoing efforts to align supply and demand and manage a competitive international environment. The company narrowed its FY26 revenue outlook to $6.45B-$6.55B from $6.35B-$6.55B versus $6.53B consensus and adjusted EBITDA guidance to $1.08B-$1.14B from $1B-$1.2B. Lamb Weston also expects $400M in capex and said its outlook reflects currency benefits, tariff impacts, ongoing disruption in parts of the Middle East, and the inclusion of a 53rd week in fiscal 2026. Lamb Weston Holdings, Inc. (NYSE:LW) produces and markets frozen potato products globally. 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: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.

Lamb Weston Holdings, Inc. LW reported solid third-quarter fiscal 2026 results, wherein both top and bottom lines beat the Zacks Consensus Estimate. While net sales increased, earnings decreased from the year-ago period’s actuals. LW’s adjusted earnings were 72 cents, down 37% year over year, due to reduced adjusted gross profit and elevated adjusted selling, general and administrative (SG&A), partially offset by reduced income tax expense. However, the bottom line beats the Zacks Consensus Estimate of 61 cents. Lamb Weston price-consensus-eps-surprise-chart | Lamb Weston Quote Net sales amounted to $1,564.8 million, beating the Zacks Consensus Estimate of $1,485 million. The top line increased $44.3 million or 3% year over year. On a constant-currency basis, sales were flat, as solid 7% volume growth was outweighed by a 7% drop in price/mix. Volume growth was driven by North America customer wins, share gains and retention. The decrease in price/mix reflects continued customer support through pricing and trade actions, as well as a shift in consumer demand toward value-oriented channels and brands. This includes increased sales to chain customers, which typically carry lower pricing. Our model suggested a volume increase of 3.4% in the quarter. Adjusted gross profit fell $92.9 million from the prior year, landing at $327.5 million, with weaker price/mix serving as the main drag and a $32.5 million pre-tax charge related to the write-off of excess raw potatoes in the International segment, due to lower-than-expected sales volumes amid weak market demand. Adjusted SG&A expenses rose by $9.4 million year over year to $157.4 million. Although ongoing cost savings initiatives delivered benefits, these were more than offset by normalized performance-based compensation and benefit accruals, as well as $12.7 million in write-offs of capitalized costs related to discontinued projects. Adjusted EBITDA decreased $101.3 million year over year, reaching $271.7 million. This decline was due to reduced adjusted gross profit and elevated adjusted SG&A. Net sales for the North America segment, which covers customers in the United States, Canada and Mexico, increased 5% to $1,035 million compared with the prior-year quarter. Volume rose 12%, driven by customer contract wins, share gains and continued growth. The segment’s price/mix declined 7%, reflecting ongoing price and t...