Lamb Weston Holdings, INC

Market Movers (8-K)

NYSE
Lamb Weston Holdings, Inc. announced fiscal fourth quarter and full year 2026 financial results, with net sales and Adjusted EBITDA surpassing the high end of guidance, driven by robust North America performance.
NYSE
Lamb Weston Holdings, Inc. announced an amendment to its 2026 Inducement Stock Plan, reducing the authorized shares for issuance.
NYSE
Lamb Weston Holdings, Inc. announced its Board of Directors has approved a plan to close its manufacturing facility in Broekhuizenvorst, Netherlands, anticipating pre-tax charges of $80 million to $110 million.
NYSE
Lamb Weston Holdings, Inc. subsidiary, LW Ulanqab, has entered into a new RMB 700 million term loan facility to refinance existing debt.
NYSE
Lamb Weston reported mixed Q3 FY26 results with significant profit declines but raised its full-year net sales and Adjusted EBITDA outlook, driven by strong North America performance and reduced capital expenditure plans.
Delay expected
Better than expected
NYSE
Lamb Weston Holdings, Inc. announced key leadership appointments and new incentive plans, including an Executive Chair and Chief Financial Officer.

Quarterly Earnings (10-Q)

NYSE
Lamb Weston's third-quarter results show strong North American volume growth offset by significant declines in its International segment and increased restructuring expenses, leading to a sharp drop in net income.
Worse than expected
NYSE
Lamb Weston reported a significant rebound in net income and EPS for the second quarter, driven by robust volume growth and cost savings, despite ongoing price/mix pressures.
Better than expected
NYSE
Lamb Weston Holdings, Inc. reported a nearly 50% drop in net income for the first quarter of fiscal 2026, driven by unfavorable pricing and higher tax expenses despite volume growth.
Worse than expected
NYSE
Lamb Weston reports a sales increase for Q3 2025, but earnings are impacted by restructuring costs and a challenging economic environment.
Worse than expected
NYSE
Lamb Weston's second quarter results fell short of expectations due to higher manufacturing costs and softer volumes, prompting a restructuring plan to improve efficiency and cash flow.
Worse than expected
NYSE
Lamb Weston's first quarter results show a decrease in net sales and a significant drop in net income compared to the previous year, alongside the announcement of a major restructuring plan.
Worse than expected

Annual Reports (10-K)

NYSE
Lamb Weston Holdings, Inc. announced its fiscal year 2026 results, showing a 2% increase in net sales driven by volume growth, despite a decline in price/mix and a significant drop in International Segment Adjusted EBITDA.
Worse than expected
NYSE
Lamb Weston Holdings, Inc. reported a decline in net income and Adjusted EBITDA for fiscal year 2025, driven by increased costs and competitive market pressures, while announcing a new strategic plan to drive future efficiencies.
Worse than expected
Capital raise
NYSE
Lamb Weston Holdings, Inc. experienced a 21% increase in net sales for fiscal year 2024, driven by acquisitions, but faced challenges including cost inflation, ERP implementation issues, and softening demand.
Worse than expected
Delay expected

Insider Trading (Form 4)

NYSE
Steven J Younes, CHIEF HUMAN RESOURCES OFFICER of Lamb Weston Holdings, Inc., received 6,957 shares of common stock on July 28, 2026.
NYSE
Sylvia Wilks, Chief Supply Chain Officer of Lamb Weston Holdings, Inc., received 8,971 shares of common stock on July 28, 2026.
NYSE
Eryk J Spytek, GEN COUNSEL & CHIEF COMPL OFF of Lamb Weston Holdings, Inc., received 8,788 shares of common stock on July 28, 2026.
NYSE
Michael Jared Smith, President and CEO and a Director of Lamb Weston Holdings, Inc., received 45,770 shares of common stock on July 28, 2026.
NYSE
Marc Schroeder, PRESIDENT, INTERNATIONAL of Lamb Weston Holdings, Inc., received 8,422 shares of common stock on July 28, 2026.
NYSE
Amit Philip, Chief Strategy/Tech Officer of Lamb Weston Holdings, Inc., received 8,788 shares of common stock on July 28, 2026.

Proxy Statements (Def-14A)

NYSE
Lamb Weston Holdings, Inc. is holding its 2026 Annual Meeting of Shareholders on September 16, 2026, to elect directors, approve executive compensation, and ratify auditor selection.
NYSE
Lamb Weston Holdings, Inc. details a new customer-centric 'Focus to Win' strategy, significant leadership changes, and a target of at least $250 million in annualized cost savings by fiscal 2028.
Better than expected
NYSE
Lamb Weston Holdings, Inc. has filed definitive additional proxy materials with the U.S. Securities and Exchange Commission.
NYSE
Lamb Weston Holdings, Inc. announces significant board and leadership changes, including a new CEO and Chairman, alongside strategic initiatives aimed at driving profitable growth despite a challenging fiscal 2025.
Worse than expected
NYSE
Lamb Weston acknowledges a difficult fiscal year 2024 due to a changing operating environment, soft global demand for fries, and executional challenges, while outlining strategic adjustments for fiscal year 2025.
Worse than expected
NYSE
Lamb Weston Holdings, Inc. has filed a definitive proxy statement with the SEC.

Schedule 13D - Activist Investments

NYSE
Activist investor JANA Partners Management, LP, has reached a cooperation agreement with Lamb Weston Holdings, Inc., leading to the appointment of six new directors to the company's board, while reducing its stake to 4.9%.
NYSE
Continental Grain Company and related reporting persons have filed their final Schedule 13D amendment for Lamb Weston Holdings, Inc., ceasing to be a 5% beneficial owner group after entering a cooperation agreement that includes new board appointments.
NYSE
Continental Grain Company and its affiliates, along with JANA Partners and certain individuals, have formed a group beneficially owning approximately 7.0% of Lamb Weston Holdings, Inc. shares, and JANA has entered into a nominee agreement with Robert Bradshaw Henske.
NYSE
JANA Partners Management, LP, a significant shareholder in Lamb Weston Holdings, Inc., has entered into a Nominee Agreement with Robert Bradshaw Henske, signaling potential future board nominations.
NYSE
Activist investor JANA Partners, holding a 7% stake in Lamb Weston, has publicly called for a significant overhaul of the company's Board of Directors, citing overwhelming shareholder dissatisfaction and failures in oversight.
Worse than expected
NYSE
A group of activist investors, including JANA Partners and Continental Grain Company, has disclosed a combined 7% beneficial ownership in Lamb Weston Holdings, Inc., publicly calling for significant board changes due to perceived failures in governance and value destruction.
Worse than expected

Schedule 13G - Passive Investments

NYSE
Vanguard Capital Management has reported beneficial ownership of 5.25% of Lamb Weston Holdings Inc. common stock as of March 31, 2026.
NYSE
Vanguard Portfolio Management has reported beneficial ownership of 5.89% of Lamb Weston Holdings Inc. common stock as of March 31, 2026.
NYSE
BlackRock, Inc. has updated its Schedule 13G filing, reporting beneficial ownership of 11.8% of Lamb Weston Holdings, Inc. common stock as of March 31, 2026.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership in Lamb Weston Holdings Inc following an internal realignment.
Worse than expected
NYSE
T. Rowe Price Associates, Inc. has disclosed a 7.1% beneficial ownership stake in Lamb Weston Holding Inc. common stock.
NYSE
JPMorgan Chase & Co. has reported a 5.0% beneficial ownership stake in Lamb Weston Holdings, Inc., totaling 7,070,793 shares of common stock as of December 31, 2025.