异动解读 | 食品供应商兰姆韦斯顿股价陷入"焦煎"困境

异动解读2024-10-02

冷冻食品供应商兰姆韦斯顿(Lamb Weston)周二盘前大跌超5%,主要受需求疲软和激烈市场竞争的影响。

作为麦当劳、肯德基等大型连锁店的主要食品供应商,兰姆韦斯顿公司一直遭受消费者减少外食以及菜单价格上涨的冲击。面对业绩压力,该公司被迫出台一系列应对措施。

兰姆韦斯顿宣布将裁员4%并关闭位于华盛顿州的一家工厂,暂时减少北美地区的生产线和运营时间。同时,该公司大幅下调了2025财年利润预期,预计每股收益仅为2.7至3.15美元,远低于之前4.35至4.85美元的预期范围。虽然公司此前曾上调产品价格,但现在又准备在国际市场降价以应对激烈的竞争环境。

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