Goldman Sachs analyst Adam Samuelson maintains $Lamb Weston (LW.US)$ with a buy rating, and sets the target price at $79.
According to TipRanks data, the analyst has a success rate of 43.6% and a total average return of -0.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Lamb Weston (LW.US)$'s main analysts recently are as follows:
The assessment of Lamb Weston's stock now indicates that the risk and reward are considered to be in equilibrium. The demand from restaurants is continuing to show tepid growth, with conditions in Europe having deteriorated and only marginal improvements observed within the U.S. quick service sector. Analysts note that predicting demand is currently more challenging due to its significant reliance on consumer confidence and behavior. Furthermore, even with potential improvements in demand, there is no certainty that it will increase concurrently with global supply.
Lamb Weston's decision to decrease its available potato processing capacity in North America is anticipated to improve its capacity utilization rate in the region to a low- to mid-90% range. This adjustment is expected even considering the presently soft quick service traffic trends. Such a move is likely to contribute to maintaining a balanced, yet competitive, pricing landscape.
In the latest earnings release, Lamb Weston demonstrated a notable performance with sales and earnings exceeding expectations due to effective pricing strategies. Despite a revised earnings outlook indicating a contraction in gross margin by fiscal 2025, and the announcement of certain plant and line closures, the overall market competition in pricing appears to be stable. The company is proactively taking measures to enhance capacity utilization rates. The lowered guidance concerning fixed cost deleverage is specifically tied to Lamb Weston's strategic move to address surplus finished goods inventory. The company's updated forecast is seen as cautious yet sensible, and the market sentiment could potentially continue to improve in favor of the company's stock.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
高盛集團分析師Adam Samuelson維持$Lamb Weston (LW.US)$買入評級，目標價79美元。
根據TipRanks數據顯示，該分析師近一年總勝率為43.6%，總平均回報率為-0.4%。
此外，綜合報道，$Lamb Weston (LW.US)$近期主要分析師觀點如下：
現在，對蘭姆·韋斯頓股票的評估表明，風險和回報被認爲處於平衡狀態。餐館的需求繼續顯示出溫和的增長，歐洲的情況已經惡化，美國快餐業僅略有改善。分析師指出，由於需求嚴重依賴消費者的信心和行爲，預測需求目前更具挑戰性。此外，即使需求可能有所改善，也無法確定需求是否會與全球供應同時增加。
蘭姆·韋斯頓決定減少其在北美的可用馬鈴薯加工能力，預計將把該地區的產能利用率提高到90％的低至中等水平。即使考慮到目前疲軟的快速服務流量趨勢，這種調整也是可以預期的。這樣的舉措可能有助於維持平衡但具有競爭力的定價格局。
在最新的業績中，蘭姆·韋斯頓表現出顯著的表現，由於有效的定價策略，銷售額和收益均超出預期。儘管修訂後的盈利前景表明到2025財年毛利率將萎縮，並且宣佈關閉某些工廠和生產線，但定價方面的整體市場競爭似乎保持穩定。該公司正在積極採取措施提高產能利用率。下調的固定成本去槓桿化指引與蘭姆·韋斯頓解決剩餘製成品庫存的戰略舉措特別相關。該公司的最新預測被認爲是謹慎而明智的，市場情緒可能會繼續改善，有利於該公司的股票。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
