← Lamb Weston overview

Lamb Weston vs Srinanaporn Marketing: 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.

Srinanaporn Marketing Public Company Limited (SNNP.BK)

Q3 2026
▲3▼1

SNNP's profit has bottomed out; recovery, stimulus and new products drive gains

  • Profit trough passed, brokers raise targets Brokers say SNNP's profit bottomed in early 2026 and is now recovering. Q2 profit of 69.8 million baht rose 23% from the prior quarter, helped by Vietnam sales and steady 26% gross margin. Several houses upgraded to buy with targets of 8-9 baht, lifting the shares.

    This is the core reason the stock is moving: earnings have stopped falling and analysts have turned positive.

  • New products and brand tie-ups broaden sales SNNP launched Jele Chewy fruit-tea jelly with Kamu Kamu, a sports jelly with Alpine, and a new Bento ad campaign. These push into younger and health-focused buyers, and the Jele tie-up got a better-than-expected response, prompting restocking and supporting sales into the high season.

    New products and partnerships are a main growth engine behind the expected revenue recovery.

  • Government stimulus and Vietnam growth lift demand Thailand's Thai Help Thai Plus Phase 2 gives 1,000 baht of co-payment spending in October-November, and SNNP earns about 70-79% of revenue at home, so it benefits. Vietnam's economy grew 9.95% in Q3, and SNNP's Vietnam revenue is expected to rise 17% this year.

    These are the demand-side forces expected to drive the second-half recovery.

  • Factory fire adds supply risk A fire hit SNNP's Bento snack building on 9 October. No one was hurt and insurance should cover the damage, but output is disrupted. The company has about one month of inventory and can use its Vietnam plant, so the revenue hit is seen as limited.

    This is the main counterweight to the positive recovery story and a real risk to near-term supply.

August 2026
▲3▼1

SNNP's profit has bottomed out; recovery, stimulus and new products drive gains

  • Profit trough passed, brokers raise targets Brokers say SNNP's profit bottomed in early 2026 and is now recovering. Q2 profit of 69.8 million baht rose 23% from the prior quarter, helped by Vietnam sales and steady 26% gross margin. Several houses upgraded to buy with targets of 8-9 baht, lifting the shares.

    This is the core reason the stock is moving: earnings have stopped falling and analysts have turned positive.

  • New products and brand tie-ups broaden sales SNNP launched Jele Chewy fruit-tea jelly with Kamu Kamu, a sports jelly with Alpine, and a new Bento ad campaign. These push into younger and health-focused buyers, and the Jele tie-up got a better-than-expected response, prompting restocking and supporting sales into the high season.

    New products and partnerships are a main growth engine behind the expected revenue recovery.

  • Government stimulus and Vietnam growth lift demand Thailand's Thai Help Thai Plus Phase 2 gives 1,000 baht of co-payment spending in October-November, and SNNP earns about 70-79% of revenue at home, so it benefits. Vietnam's economy grew 9.95% in Q3, and SNNP's Vietnam revenue is expected to rise 17% this year.

    These are the demand-side forces expected to drive the second-half recovery.

  • Factory fire adds supply risk A fire hit SNNP's Bento snack building on 9 October. No one was hurt and insurance should cover the damage, but output is disrupted. The company has about one month of inventory and can use its Vietnam plant, so the revenue hit is seen as limited.

    This is the main counterweight to the positive recovery story and a real risk to near-term supply.

Latest
▲3▼1

SNNP's profit has bottomed out; recovery, stimulus and new products drive gains

  • Profit trough passed, brokers raise targets Brokers say SNNP's profit bottomed in early 2026 and is now recovering. Q2 profit of 69.8 million baht rose 23% from the prior quarter, helped by Vietnam sales and steady 26% gross margin. Several houses upgraded to buy with targets of 8-9 baht, lifting the shares.

    This is the core reason the stock is moving: earnings have stopped falling and analysts have turned positive.

  • New products and brand tie-ups broaden sales SNNP launched Jele Chewy fruit-tea jelly with Kamu Kamu, a sports jelly with Alpine, and a new Bento ad campaign. These push into younger and health-focused buyers, and the Jele tie-up got a better-than-expected response, prompting restocking and supporting sales into the high season.

    New products and partnerships are a main growth engine behind the expected revenue recovery.

  • Government stimulus and Vietnam growth lift demand Thailand's Thai Help Thai Plus Phase 2 gives 1,000 baht of co-payment spending in October-November, and SNNP earns about 70-79% of revenue at home, so it benefits. Vietnam's economy grew 9.95% in Q3, and SNNP's Vietnam revenue is expected to rise 17% this year.

    These are the demand-side forces expected to drive the second-half recovery.

  • Factory fire adds supply risk A fire hit SNNP's Bento snack building on 9 October. No one was hurt and insurance should cover the damage, but output is disrupted. The company has about one month of inventory and can use its Vietnam plant, so the revenue hit is seen as limited.

    This is the main counterweight to the positive recovery story and a real risk to near-term supply.