Lamb Weston Holdings, Inc. (LW) Q1 2025 Earnings Call Transcript Summary
Lamb Weston Holdings, Inc. (LW) Q1 2025 Earnings Call Transcript Summary
Adjusted gross profit declined $137 million to $353 million, largely due to a voluntary product withdrawal and increased manufacturing costs per pound.The following is a summary of the Lamb Weston Holdings, Inc. (LW) Q1 2025 Earnings Call Transcript:
以下是lamb weston控股公司(LW) 2025年第一季度業績會成績單:
Financial Performance:
金融業績：
Lamb Weston reported a 1% sales decline year-over-year, which was better than expected due to strong volume and price mix.
Adjusted EBITDA was slightly above target, benefiting from improved sales and SG&A performance, although offset by higher manufacturing costs.
Adjusted gross profit declined $137 million to $353 million, largely due to a voluntary product withdrawal and increased manufacturing costs per pound.
Adjusted SG&A expenses increased due to non-cash amortization related to a new ERP system.
由於成交量和價格結構良好，lamb weston報告了1%的年度銷售下降，這超出了預期。
調整後的EBITDA略高於目標，受益於銷售和SG&A績效的改善，儘管受到更高的製造成本的抵消。
調整後的毛利潤下降了13700萬美元，至35300萬美元，主要是由於自願產品撤回和每磅製造成本的增加。
由於與新ERP系統相關的非現金攤銷，調整後的SG&A費用增加。
Business Progress:
業務進展：
Lamb Weston is focusing on improving efficiency and reducing costs. They have announced a restructuring plan which includes the closure of their Connell facility and curtailment of production lines.
They have successfully retained existing large chain restaurant customers and won new business, particularly in international markets, which will contribute to volume in the third quarter.
They continue to experience strong growth in key international markets outside of Europe, especially in the Asia Pacific region.
lamb weston專注於提高效率和降低成本。他們已宣佈了一項重組計劃，包括關閉他們的Connell設施和削減生產線。
他們成功地保留了現有大型連鎖餐廳客戶，並贏得了新業務，特別是在國際市場，這將有助於第三季度的成交量。
他們在歐洲以外的主要國際市場繼續經歷強勁增長，尤其是在亞太地區。
Opportunities:
機會：
The company sees potential in capitalizing on improvements in global restaurant traffic which aligns with their expectation for future demand recovery.
They are seeing opportunities in international markets for new business growth, driving demand outside the traditional North American markets.
該公司看到了在全球餐廳交通改善方面的潛力，這符合他們對未來需求復甦的預期。
他們看到了在國際市場中爲新業務增長創造機會，推動需求遠離傳統的北美市場。
Risks:
風險：
Ongoing challenges with restaurant traffic in the U.S. and Smith region are expected to continue, impacting demand for Lamb Weston's products.
Environmental compliance may require significant capital expenditure, approximately $500 million over five years, which could impact financial flexibility.
美國和史密斯地區餐廳交通持續存在挑戰，預計將繼續影響lamb weston產品的需求。
環保母基方面的合規可能需要約5年內約5億美元的重大資本支出，這可能會影響財務靈活性。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息，請參閱IR網站。本文只是爲投資者提供參考，沒有任何指導或推薦建議。
