LW Lamb Weston Holdings Inc

$LW going to DCA here little by little French fries will be here forever. Never fails

$LW Cut this, because transportation costs are a risk and Mc Donalds sales are flat. Small 6 percent profit.

$LW I set a buy order at $30. I know, too low but anything can happen in these crazy times. $30 entry point sounds pretty damn good, I think.

$LW Lamb Weston reports fiscal Q1 before the open Tuesday. The setup is a margin story: consensus expects 59 cents a share on 1.66 billion in revenue, flat sales with earnings down about 20 percent from the 74 cents a year ago. Estimates have drifted one way. The EPS consensus is down from 62 cents three months ago, though it has held at 59 cents over the last 30 days. Revenue forecasts sit in a tight 1.64 to 1.66 billion band. The swing factor is the potato crop. Stephens cut its target to 50 from 55 on Sept 28, Equal Weight kept, citing a deteriorating European harvest: lower acreage, weaker yields, smaller sizing. That is fiscal 2027 procurement cost uncertainty. Context: the Q4 beat in July (87 cents vs 63 expected) did not repair the tape. Shares closed Friday at 43.60, up 5.9 percent on the day but still about 35 percent below the 52-week high. The second thing to watch Tuesday: the company guided fiscal 2027 adjusted EPS of 2.95 to 3.25 in July.

Lamb Weston shares could move 8.7% when the company reports earnings on Oct. 6 before the market opens, according to Bloomberg options data. The options market has correctly predicted the magnitude of the stock’s move in five of the past eight earnings reports. In three instances, the actual price change exceeded the options-implied move, highlighting the potential for significant volatility around the upcoming results. In the latest report on July 24, options implied a 9.7% move, while the stock moved 5.7%. On April 1, an implied move of 10.3% preceded a 7.3% decline. The largest discrepancy came on Dec. 19, when shares plunged 26.1% versus an implied move of 9.0%. On July 23, 2025, the stock gained 14.9% against a 9.9% implied move, while on April 3, 2025, it moved 10.9% compared with an 11.9% implied move. Other recent reports also showed wide gaps between implied and actual moves. $LW

$LW Damn 6 green days in the last 30. This turd is cooked. The 40 buy might be the one for a 20% run in the coming months.