Lamb Weston Holdings, Inc. (NYSE: LW) e phatlalalitse kajeno liphetho tsa eona tsa lekhetho la bobeli la lichelete la 2019 mme ea ntlafatsa pono ea eona ea selemo se felletseng.
Tom Werner, Mopresidente le CEO:
"Re hlahisitse kotara e 'ngoe ea thekiso e matla, meputso le kholo ea phallo ea chelete."
"Re ntse re sebetsa hantle mokhatlong o hlophisitsoeng 'me re ntse re lebelletse hore tikoloho e sebetsang Amerika Leboea e lule e le ntle ka kakaretso bakeng sa karolo e setseng ea selemo sa 2019."
“Joalokaha re bontšitse pejana, ha re ntse re lebelletse ho fana ka thekiso e tiileng le sephetho sa moputso karolong ea bobeli ea selemo sa lichelete sa 2019, ts'ebetso ea rona e tla ba bo itekanetseng ha re qala ho felloa ke matla liphellong tsa selemo se fetileng, re tobane le keketseho ea theko, ho nyolla matsete ho sebetsa, thekiso le boiqapelo ba sehlahisoa, le ho sebetsana le liphephetso tse hlahisoang ke lijalo tsa litapole tse futsanehileng ho Europe. "
"Leha re na le mathata ana, ka lebaka la ts'ebetso ea rona e matla ea halofo ea pele le ts'ebetso ea ts'ebetso, re hlahisitse pono ea rona ea selemo le selemo ea kholo ea thekiso le EBITDA."
"Ho feta moo, haufinyane tjena re nkile mehato eo re lumelang hore e bonts'a mokhoa oa rona o leka-lekaneng, o khutlisetsoang ha re sebelisa chelete."
“Pele, re phethetse ho reka thahasello ea molekane oa rona ho rona Kopano e kopanetsoeng ea Lamb Weston BSW ka December. ”
"Taba ea bobeli, ho latela leano la rona la ho khetholla phepelo ea rona ea lefats'e ho khothaletsa kholo, re fumane mochini o halikiloeng oa litapole Australia, e tla re fa matla a eketsehileng a ho sebeletsa bareki ba rona. ”
"Ea boraro, re ekelitse likabelo tsa rona tsa kotara ka liperesente tse ka bang 5, ho re nolofalletsa ho boloka litefiso tsa likabelo tsa liperesente tse 25 ho isa ho tse 35 tsa AdPSed Diluted EPS."
"Mme qetellong, re amohetse lenaneo la thekollo la kabelo ea liranta tse limilione tse 250 le etselitsoeng ho reka setoko ka monyetla oa monyetla. Re lumela hore liketso tsena, hammoho le ts'ebetso ea rona, li bonts'a boitlamo ba rona ba ho phethahatsa maano a rona a ho ts'ehetsa bareki, ho khanna kholo le ho theha boleng ho beng ba kabelo ho nako e telele. "
Kakaretso ea Liphetho tsa kotara ea bobeli ea selemo sa 2019
Tlhaloso ea Q2 2019
Litheko tsa thekiso e ne e le $ 911.4 milione, e nyolohile ka liperesente tsa 11 ho fapana le nako ea selemo e fetileng. Theko / motsoako o eketsehile ka liperesente tsa 6 ka lebaka la liketso tsa litheko le motsoako o motle. Moqolo o eketsehile ka liperesente tsa 5, o susumetsoa ke kholo ea likarolo tsa Khampani Global le Retail.
Chelete e kenang mesebetsing e ile ea nyoloha ka liperesente tse 24 ho isa ho $ 174.0 milione ho tloha selemong se fetileng, se neng se kenyelletsa $ 4.0 milione ea litšenyehelo tsa pele ho lekhetho selemong se fetileng se amanang le karohano ea Khamphani le Conagra Brands, Inc. (eo pele e neng e le ConAgra Foods, Inc., "Conagra ”) Ka la 9 Pulungoana 2016.
Ntle le ntho ena ea papiso, chelete e tsoang lits'ebetsong e holile $ 30.2 milione, kapa liperesente tsa 21, e khannoa ke thekiso e phahameng le phaello e felletseng. Chelete e felletseng e eketsehile ka $ 40.8 milione ka lebaka la theko / motsoako o motle, kholo ea molumo le poloko ea katleho ea phepelo. Keketseho ena e felisitsoe ka mokhoa o itseng ke lipalangoang, polokelo ea thepa, kenyelletso le theko ea theko. Ntle le moo, phaello e felletseng e kenyellelitse tahlehelo ea limilione tse $ 1.7 e amanang le liphetoho tse sa sebetseng tsa mmaraka le mmaraka le libaka tsa bolulo tse amanang le likonteraka tsa thepa ea thepa kotareng ea hajoale, ha e bapisoa le tahlehelo ea $ 0.6 milione e amanang le lintho tsena selemong se fetileng.
Ho phahama ha phaello e felletseng ho felisitsoe ka mokhoa o itseng ke keketseho ea $ 10.6 milione ea ho rekisa, litšenyehelo tsa kakaretso le tsa tsamaiso ("SG&A"), ntle le lintho tsa papiso. Keketseho e ne e bakoa haholo ke litšenyehelo tse phahameng tse amanang le lits'ebeletso tsa mahlale a tlhahisoleseling le meralo ea motheo, hammoho le matsete ho thekiso ea Khampani, ho e bapatsa le bokhoni ba ts'ebetso. Keketseho ea SG & A e boetse e kenyelletsa chelete e kenang e kantle ho naha ea lidolara tse limilione tse likete tse peli, e neng e felisitsoe ke chelete e ka bang $ 2 milione ho tsoa ho tefo ea inshorense.
EBITDA e ntlafalitsoeng e kenyelletsa likhoebo tse kopaneng tse kopaneng (1) e ne e le $ 222.8 milione, e nyoloha ka liperesente tsa 18 ho bapisoa le selemo se fetileng, haholoholo ka lebaka la kholo ea lekeno ho tsoa lits'ebetsong.
EPS e fokolitsoeng e ekelitse $ 0.22, kapa liperesente tsa 42, ho $ 0.74, e neng e kenyelletsa phaello ea $ 0.10 e amanang le sekhahla se tlase sa lekhetho la likhoebo tsa US ka lebaka la Molao oa Lekhetho le Mesebetsi oa US ("Molao oa Lekhetho") o entsoeng ka December 2017 ka phokotso ea $ 0.06 e amanang le ho fumanoa ha phaello e setseng ea Khamphani ea Kopano ea Konyana ea West West BSW, LLC ("Lamb Weston BSW"). Keketseho e setseng ea EPS e ntlafalitsoeng e bonts'a kholo ea lekeno ho tsoa lits'ebetsong.
EIPD (E) e ntlafalitsoeng e ekelitse $ 1, kapa liperesente tse 0.26, ho isa ho $ 48, e neng e kenyelletsa phaello ea $ 0.80 e amanang le sekhahla se tlase sa lekhetho la likhoebo tsa US ka lebaka la Molao oa Lekhetho. Keketseho e setseng ea EPS e ntlafalitsoeng e bonts'a kholo ea lekeno ho tsoa lits'ebetsong.
Sekhahla sa lekhetho se sebetsang sa Khamphani (2) kotareng ea bobeli ea selemo sa lichelete sa 2019 e ne e le liperesente tsa 21.5. Sekgahla se tlase kotareng ya bobedi ya selemo sa ditjhelete sa 2019 ha se bapiswa le diphesente tse 33.3 selemong se fetileng se bakilwe haholo ke ditlamorao tsa Molao wa Lekgetho, mmoho le molemo wa dintho tse amanang le kantle ho naha.