Lamb Weston Holdings, Inc.股价在周二(10月1日)盘后大跌近6%,引发市场广泛关注。这家冷冻食品供应商当天下调了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。
作为麦当劳和肯德基等大型连锁店的主要供应商,Lamb Weston一直为餐馆涨价和生活成本上升而苦恼。由于消费者减少外食,致使该公司的马铃薯配菜和开胃菜销售不佳。该公司预计2025财年每股收益在2.7至3.15美元之间,大幅低于之前的预期4.35至4.85美元。
为了应对这一困难局面,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,但现在又准备降低部分产品的价格,以应对国际市场的激烈竞争。分析人士指出,需求疲软和激烈竞争可能会在未来一段时间内持续,给该公司的业绩带来压力。
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