维权基金Starboard敦促Lamb Weston加倍推进成本削减计划 重点聚焦销售管理费用优化

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知名维权投资机构Starboard近日向冷冻薯条巨头Lamb Weston Holdings, Inc.发出公开倡议,要求其将此前公布的成本节约目标提升至两倍规模。该提案特别强调需强化销售、一般及行政管理费用(SG&A)的管控力度,认为这是提升营运效率的关键突破口。

Starboard指出,通过深度优化供应链结构与数字化管理流程,Lamb Weston完全有能力在维持产品质量的前提下实现更显著的成本压缩。该机构建议管理层将SG&A支出占比纳入高管绩效考核体系,以制度性措施确保成本优化战略的持续推进。

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