异动解读 | 兰姆-韦斯顿重组减员致股价短线大涨

异动解读
02 Oct 2024

北京时间10月2日,冷冻马铃薯供应商兰姆-韦斯顿(Lamb Weston Holdings, Inc.)盘中股价出现大涨逾5%的情况,引发市场关注。

兰姆-韦斯顿当日公布了2025财年业绩预期调低的消息,预计调整后每股收益在4.15至4.35美元之间,较此前4.35至4.85美元区间有所下滑。公司指出,因为菜单价格上涨,消费者倾向在家做饭,导致餐馆和快餐连锁店对其冷冻马铃薯配菜需求疲软。

为应对这一形势,兰姆-韦斯顿将通过裁员约4%全球员工、关闭一家工厂和暂时减少北美生产线等措施来削减成本。虽然在短期内利润有所受压,但分析人士认为该公司的重组举措具有前瞻性,有助于提高运营效率,受到市场欢迎。

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