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![ClearSightAI Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1841007795572711424.png) ClearSight AI [@ClearSightAI](/creator/twitter/ClearSightAI) on x XXX followers
Created: 2025-07-23 12:26:18 UTC

$LW Q4 FY2025 Earnings: Strong EPS Beat, Return to Growth Momentum 🍟📈

Lamb Weston ($LW) delivered a big Q4 EPS beat and unveiled its “Focus to Win” plan after a volatile year of margin pressure:
✅ Adjusted EPS: $XXXX (vs. $XXXX est.)
✅ GAAP EPS: $XXXX (vs. $XXXX est.)
✅ Revenue: $1.68B (vs. $1.59B est.)
📦 Volume +8% YoY; Intl. Sales +15%, Intl. EBITDA +55%
💰 FY25 FCF: $868.3M (+$70.1M YoY)

Fiscal 2026 Outlook: 🔭
📌 Revenue: $6.35B–$6.55B (incl. 53rd week)
📌 Adj. EBITDA: $1.0B–$1.2B
📌 CapEx: ~$500M

Highlights:
🎯 “Focus to Win” plan targets $250M in savings by FY27
📉 Price/mix -X% as competition intensifies
🏭 Argentina expansion goes live Aug 2025
🛠️ Intl. EBITDA up on cost control; NA segment pressured
📈 Board members to take FY26 cash retainers in stock

Challenges: ⚠️
📉 Gross profit -$45.6M YoY; factory absorption & inflation weighed
📉 NA EBITDA -7%; sales -X%
🍟 Equity investment earnings fell from $8.2M to -$0.3M
🌍 Global restaurant traffic soft, expected flat in FY26

CEO Mike Smith sees a “clear, executable plan” for long-term gains. $LW is refocused and refrying for profitable growth. 🔥
#Earnings #ConsumerStaples #Food #Investing


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947996694253027450/c:line.svg)

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[Post Link](https://x.com/ClearSightAI/status/1947996694253027450)