← Lamb Weston overview

Lamb Weston vs Danone SA: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Lamb Weston Holdings Inc (LW)

Q3 2026
▲2▼1

Lamb Weston's weak guidance meets a surprise earnings beat

  • Weak FY27 guidance and falling profit Lamb Weston's quarterly profit fell and its fiscal 2027 guidance of $2.95-$3.25 per share with only 0-1% sales growth disappointed investors, sending shares down 3.48% before the market opened. The weak outlook reflects slipping french fry sales and pressure on earnings.

    This is the core negative event that set the tone for the period and pushed LW shares down.

  • North America volume growth drives a 13% share gain LW shares rose 13.1% in a month as North America sales volume jumped 11% on new customer contracts, market-share gains and strong retention. Segment profit rose 17%. But price/mix fell 3% and international profit plunged 81%, showing the recovery is uneven.

    This explains the main positive force behind LW's price rebound during the period.

  • Costs and price/mix still weigh on results Before the Q1 report, analysts expected revenue and earnings to decline, with adjusted EBITDA down in the low-teens range. Higher potato and edible-oil costs and price/mix headwinds in North America and tough competition in Europe were the main drags, partly offset by volume growth.

    This shows the real cost pressures that kept a lid on LW's recovery despite volume gains.

  • Q1 earnings beat and raised full-year outlook Lamb Weston reported Q1 adjusted EPS of $0.75, well above the $0.59 consensus, on 1% sales growth. It raised its fiscal 2027 sales growth forecast to low single digits and lifted its EPS outlook to $3.05-$3.35, a clear sign that business conditions are improving faster than expected.

    This is the latest and most important positive development, directly lifting LW's earnings outlook.

August 2026
▲2▼1

Lamb Weston's weak guidance meets a surprise earnings beat

  • Weak FY27 guidance and falling profit Lamb Weston's quarterly profit fell and its fiscal 2027 guidance of $2.95-$3.25 per share with only 0-1% sales growth disappointed investors, sending shares down 3.48% before the market opened. The weak outlook reflects slipping french fry sales and pressure on earnings.

    This is the core negative event that set the tone for the period and pushed LW shares down.

  • North America volume growth drives a 13% share gain LW shares rose 13.1% in a month as North America sales volume jumped 11% on new customer contracts, market-share gains and strong retention. Segment profit rose 17%. But price/mix fell 3% and international profit plunged 81%, showing the recovery is uneven.

    This explains the main positive force behind LW's price rebound during the period.

  • Costs and price/mix still weigh on results Before the Q1 report, analysts expected revenue and earnings to decline, with adjusted EBITDA down in the low-teens range. Higher potato and edible-oil costs and price/mix headwinds in North America and tough competition in Europe were the main drags, partly offset by volume growth.

    This shows the real cost pressures that kept a lid on LW's recovery despite volume gains.

  • Q1 earnings beat and raised full-year outlook Lamb Weston reported Q1 adjusted EPS of $0.75, well above the $0.59 consensus, on 1% sales growth. It raised its fiscal 2027 sales growth forecast to low single digits and lifted its EPS outlook to $3.05-$3.35, a clear sign that business conditions are improving faster than expected.

    This is the latest and most important positive development, directly lifting LW's earnings outlook.

Latest
▲2▼1

Lamb Weston's weak guidance meets a surprise earnings beat

  • Weak FY27 guidance and falling profit Lamb Weston's quarterly profit fell and its fiscal 2027 guidance of $2.95-$3.25 per share with only 0-1% sales growth disappointed investors, sending shares down 3.48% before the market opened. The weak outlook reflects slipping french fry sales and pressure on earnings.

    This is the core negative event that set the tone for the period and pushed LW shares down.

  • North America volume growth drives a 13% share gain LW shares rose 13.1% in a month as North America sales volume jumped 11% on new customer contracts, market-share gains and strong retention. Segment profit rose 17%. But price/mix fell 3% and international profit plunged 81%, showing the recovery is uneven.

    This explains the main positive force behind LW's price rebound during the period.

  • Costs and price/mix still weigh on results Before the Q1 report, analysts expected revenue and earnings to decline, with adjusted EBITDA down in the low-teens range. Higher potato and edible-oil costs and price/mix headwinds in North America and tough competition in Europe were the main drags, partly offset by volume growth.

    This shows the real cost pressures that kept a lid on LW's recovery despite volume gains.

  • Q1 earnings beat and raised full-year outlook Lamb Weston reported Q1 adjusted EPS of $0.75, well above the $0.59 consensus, on 1% sales growth. It raised its fiscal 2027 sales growth forecast to low single digits and lifted its EPS outlook to $3.05-$3.35, a clear sign that business conditions are improving faster than expected.

    This is the latest and most important positive development, directly lifting LW's earnings outlook.

Danone SA (BN.PA)

Q3 2026
▲4

Danone buys growth brands, beats Q2, strengthens patent

  • Acquires MADE Group and full Australian dairy JV Danone is buying Australia's MADE Group (high-protein drinks, gut-health yoghurts) and the rest of its Australian dairy joint venture. Both add fast-growing health products and are expected to lift profit margins and earnings per share from the first year, supporting the shares.

    A concrete deal that adds growth and profit, directly supporting the stock.

  • Q2 sales beat forecasts, full-year outlook kept Danone's second-quarter sales grew 4.2% versus the 3.7% expected, with specialized nutrition and water (helped by a heatwave) both strong. First-half operating profit and margin came in slightly ahead, and the company kept its full-year growth target, reassuring investors.

    The quarter's results beat expectations and confirm the company is on track.

  • Completes Huel acquisition, expands functional nutrition Danone finished buying Huel, the meal-shake and nutrition brand, adding its direct-to-consumer reach to Danone's global scale. Huel joins the accounts from September 1, 2026, broadening Danone's functional nutrition business and its growth options.

    A completed deal that expands a fast-growing part of the business.

  • New U.S. patent strengthens Akkermansia gut-health IP Danone's subsidiary won a new U.S. patent and favorable rulings protecting its Akkermansia weight-loss ingredient, though appeals continue. Stronger legal protection supports its launch of Akkermansia products in the U.S., Europe and Asia, a potential new sales driver.

    Protects a promising new product line, a real positive for future sales.

July 2026
▲4

Danone buys growth brands, beats Q2, strengthens patent

  • Acquires MADE Group and full Australian dairy JV Danone is buying Australia's MADE Group (high-protein drinks, gut-health yoghurts) and the rest of its Australian dairy joint venture. Both add fast-growing health products and are expected to lift profit margins and earnings per share from the first year, supporting the shares.

    A concrete deal that adds growth and profit, directly supporting the stock.

  • Q2 sales beat forecasts, full-year outlook kept Danone's second-quarter sales grew 4.2% versus the 3.7% expected, with specialized nutrition and water (helped by a heatwave) both strong. First-half operating profit and margin came in slightly ahead, and the company kept its full-year growth target, reassuring investors.

    The quarter's results beat expectations and confirm the company is on track.

  • Completes Huel acquisition, expands functional nutrition Danone finished buying Huel, the meal-shake and nutrition brand, adding its direct-to-consumer reach to Danone's global scale. Huel joins the accounts from September 1, 2026, broadening Danone's functional nutrition business and its growth options.

    A completed deal that expands a fast-growing part of the business.

  • New U.S. patent strengthens Akkermansia gut-health IP Danone's subsidiary won a new U.S. patent and favorable rulings protecting its Akkermansia weight-loss ingredient, though appeals continue. Stronger legal protection supports its launch of Akkermansia products in the U.S., Europe and Asia, a potential new sales driver.

    Protects a promising new product line, a real positive for future sales.

Latest
▲4

Danone buys growth brands, beats Q2, strengthens patent

  • Acquires MADE Group and full Australian dairy JV Danone is buying Australia's MADE Group (high-protein drinks, gut-health yoghurts) and the rest of its Australian dairy joint venture. Both add fast-growing health products and are expected to lift profit margins and earnings per share from the first year, supporting the shares.

    A concrete deal that adds growth and profit, directly supporting the stock.

  • Q2 sales beat forecasts, full-year outlook kept Danone's second-quarter sales grew 4.2% versus the 3.7% expected, with specialized nutrition and water (helped by a heatwave) both strong. First-half operating profit and margin came in slightly ahead, and the company kept its full-year growth target, reassuring investors.

    The quarter's results beat expectations and confirm the company is on track.

  • Completes Huel acquisition, expands functional nutrition Danone finished buying Huel, the meal-shake and nutrition brand, adding its direct-to-consumer reach to Danone's global scale. Huel joins the accounts from September 1, 2026, broadening Danone's functional nutrition business and its growth options.

    A completed deal that expands a fast-growing part of the business.

  • New U.S. patent strengthens Akkermansia gut-health IP Danone's subsidiary won a new U.S. patent and favorable rulings protecting its Akkermansia weight-loss ingredient, though appeals continue. Stronger legal protection supports its launch of Akkermansia products in the U.S., Europe and Asia, a potential new sales driver.

    Protects a promising new product line, a real positive for future sales.