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)今日盘中大涨16.17%,主要受益于公司发布的强劲财报和乐观的未来展望。
兰姆威斯顿公布的第四季度财报显示,公司收入同比增长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。这一亮眼业绩主要得益于国际市场的强劲需求,公司国际业务季度销售额增长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财年的销售预期保持乐观,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。值得注意的是,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%,这一策略似乎已经开始见效。投资者对公司的强劲业绩表现和积极的未来展望反应热烈,推动股价大幅上涨。
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