异动解读 | 兰姆威斯顿盘前大涨8.40%,国际需求强劲推动全年销售预期超预期

异动解读
Jul 23

冷冻马铃薯产品供应商兰姆威斯顿控股公司(Lamb Weston Holdings, Inc.,股票代码:LW)今日盘前大涨8.40%,主要受益于强劲的国际需求和好于预期的季度业绩。

公司公布的第四季度收入出人意料地增长4%,达到16.8亿美元,远超分析师预期的15.9亿美元。调整后每股收益为0.87美元,同样高于分析师预期的0.63美元。国际业务表现尤为亮眼,季度销售额增长15%,有效抵消了美国市场因消费支出下降导致的需求疲软。

展望未来,兰姆威斯顿对2026财年的销售预期乐观,预计销售额将在63.5亿美元至65.5亿美元之间,大幅高于分析师平均预期的64.2亿美元。公司表示,尽管消费者可能继续面临压力,但预计他们在家庭和餐厅用餐时都会依赖兰姆威斯顿的产品。为应对北美市场销售放缓,公司采取了连续降价策略,上季度产品价格同比下降4%,而销量增长8%。

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