异动解读 | 连锁店需求疲软 Lamb Weston下调利润预期股价大跌

异动解读
Oct 02, 2024

Lamb Weston周二盘后大跌近6%,引发市场广泛关注。这家主要供应冷冻马铃薯配菜和开胃菜的公司当天下调了2025财年利润预期,并宣布将裁员4%及关闭一家工厂,以应对疲软的需求和激烈的市场竞争。

作为麦当劳、肯德基等大型连锁店的主要供应商,Lamb Weston一直遭受餐馆涨价和生活成本上升的影响。由于消费者减少外食,导致公司产品销售不佳。根据公司预期,2025财年每股收益将从之前的4.35至4.85美元,大幅下调至2.7至3.15美元之间。

为应对困境,Lamb Weston将关闭其在华盛顿州的一家工厂,并计划裁员4%。此外,该公司曾在去年和今年上调产品价格,但现在又准备在国际市场降价以应对激烈竞争。分析师指出,需求疲软和市场竞争加剧可能会在未来一段时间内持续,给公司业绩带来压力。

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