Stock Pulse
Lamb Weston (LW) reported strong fiscal Q3 2025 results, exceeding expectations with 9% volume growth, 4% net sales growth, and 6% adjusted EBITDA growth, despite soft restaurant traffic [1], [5], [6], [7], [10]. The company's stock rallied approximately 10% following the earnings release, demonstrating investor confidence despite broader market concerns regarding tariffs and a potential global recession [1], [4], [6], [8]. LW is implementing a restructuring plan to generate cost savings and is focused on product innovation [1], [10]. While the company maintains a positive outlook for FY2025, challenges remain, including pricing pressure in the French fry market, higher input costs, and ongoing lawsuits [5], [9], [10]. J.P. Morgan maintains a neutral rating, citing medium-term risks [9]. LW’s stock performance has also shown positive short-term trends, surpassing its 20-day and 50-day moving averages [2], [3].