Conagra Brands (NYSE: CAG), Cal-Maine Foods (NASDAQ: CALM), and Lamb Weston (NYSE: LW) all reported Q3 FY2026 earnings on April 1, 2026, and Wall Street's verdict is split: Cal-Maine is the relative bright spot, Lamb Weston faces genuine skepticism despite a headline beat, and Conagra sits under direct analyst pressure with a price target below current trading levels....
24/7 Wall Street - 4/2/2026 7:05:00 AM
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Lamb Weston Holdings, Inc. (LW) Q3 2026 Earnings Call Transcript...
Seeking Alpha - 4/1/2026 2:12:04 PM
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Lamb Weston is upgraded to "Buy" as valuation now reflects challenging fundamentals and offers ~15% upside from current levels. Margin pressure persists from consumer trade-down, weak overseas demand, and negative mix shifts, but lower potato costs should support improvement later this year. Free cash flow for FY24 is expected at $300–$375 million, with a secure 3.6% dividend yield and capex trimmed by $100 million to $400 million....
Seeking Alpha - 4/1/2026 1:39:41 PM
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LW beats fiscal third-quarter earnings and sales estimates as volume gains offset pricing pressure, even as profit declined from last year....
Zacks Investment Research - 4/1/2026 1:31:07 PM
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The headline numbers for Lamb Weston (LW) give insight into how the company performed in the quarter ended February 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals....
Zacks Investment Research - 4/1/2026 11:00:45 AM
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Lamb Weston (LW) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $1.1 per share a year ago....
Zacks Investment Research - 4/1/2026 10:41:50 AM
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Lamb Weston continues to grapple with falling demand in certain customer segments and faces pressure from activist investors....
Barrons - 4/1/2026 8:57:00 AM
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Lamb Weston Holdings, Inc. (NYSE: LW) will release earnings for its third quarter before the opening bell on Wednesday, April 1....
Benzinga - 4/1/2026 3:47:58 AM
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