Subtext

Lamb Weston Holdings, Inc. LW

SectorConsumer Staples
Transcripts31
Date range2017-10-04 – 2025-04-03
Calls charted31

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-16-8+0+8+162018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1 · Overall: +12.12018 Q2 · Overall: +11.12018 Q3 · Overall: +8.32018 Q4 · Overall: +9.02019 Q1 · Overall: +7.82019 Q2 · Overall: +11.22019 Q3 · Overall: +10.22019 Q4 · Overall: +10.82020 Q1 · Overall: +5.32020 Q2 · Overall: +13.52020 Q3 · Overall: -4.12020 Q4 · Overall: -4.42021 Q1 · Overall: +6.62021 Q2 · Overall: +2.02021 Q3 · Overall: +2.22021 Q4 · Overall: +5.22022 Q1 · Overall: +0.82022 Q2 · Overall: +4.72022 Q3 · Overall: -1.22022 Q4 · Overall: -1.52023 Q1 · Overall: +5.02023 Q2 · Overall: +7.42023 Q3 · Overall: +13.42023 Q4 · Overall: +4.82024 Q1 · Overall: +6.82024 Q2 · Overall: +8.62024 Q3 · Overall: -4.92024 Q4 · Overall: -2.82025 Q1 · Overall: -0.32025 Q2 · Overall: -3.72025 Q3 · Overall: -0.7
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-28-14+0+14+282018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1 · CEO: +23.52018 Q2 · CEO: +16.32018 Q3 · CEO: +15.42018 Q4 · CEO: +11.32019 Q1 · CEO: +7.62019 Q2 · CEO: +15.22019 Q3 · CEO: +12.12019 Q4 · CEO: +16.82020 Q1 · CEO: +9.72020 Q2 · CEO: +15.92020 Q3 · CEO: -3.92020 Q4 · CEO: +0.32021 Q1 · CEO: +13.12021 Q2 · CEO: +9.32021 Q3 · CEO: +8.92021 Q4 · CEO: +15.52022 Q1 · CEO: +3.22022 Q2 · CEO: +12.12022 Q3 · CEO: +6.82022 Q4 · CEO: +6.92023 Q1 · CEO: +10.72023 Q2 · CEO: +13.42023 Q3 · CEO: +24.02023 Q4 · CEO: +13.72024 Q1 · CEO: +16.42024 Q2 · CEO: +17.72024 Q3 · CEO: -4.82024 Q4 · CEO: +6.72025 Q1 · CEO: +9.12025 Q2 · CEO: +3.92025 Q3 · CEO: +7.82018 Q1 · CFO: +15.02018 Q2 · CFO: +11.62018 Q3 · CFO: +8.62018 Q4 · CFO: +13.62019 Q1 · CFO: +11.22019 Q2 · CFO: +13.72019 Q3 · CFO: +13.92019 Q4 · CFO: +9.82020 Q1 · CFO: +5.02020 Q2 · CFO: +14.32020 Q3 · CFO: -2.62020 Q4 · CFO: -8.82021 Q1 · CFO: +0.82021 Q2 · CFO: -3.22021 Q3 · CFO: +1.52021 Q4 · CFO: +6.92022 Q1 · CFO: +2.62022 Q2 · CFO: +0.72022 Q3 · CFO: -6.42022 Q4 · CFO: -8.02023 Q1 · CFO: +0.52023 Q2 · CFO: +2.82023 Q3 · CFO: +12.72023 Q4 · CFO: +5.22024 Q1 · CFO: +12.32024 Q2 · CFO: +6.82024 Q3 · CFO: -5.02024 Q4 · CFO: -8.42025 Q1 · CFO: -5.12025 Q2 · CFO: -8.92025 Q3 · CFO: -4.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-31-15+0+15+312018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1 · Prepared remarks: +26.72018 Q2 · Prepared remarks: +13.52018 Q3 · Prepared remarks: +12.62018 Q4 · Prepared remarks: +16.02019 Q1 · Prepared remarks: +8.32019 Q2 · Prepared remarks: +13.12019 Q3 · Prepared remarks: +10.32019 Q4 · Prepared remarks: +13.62020 Q1 · Prepared remarks: +10.22020 Q2 · Prepared remarks: +14.52020 Q3 · Prepared remarks: -8.22020 Q4 · Prepared remarks: -7.32021 Q1 · Prepared remarks: +7.72021 Q2 · Prepared remarks: -2.52021 Q3 · Prepared remarks: +1.52021 Q4 · Prepared remarks: +10.62022 Q1 · Prepared remarks: +5.02022 Q2 · Prepared remarks: +5.12022 Q3 · Prepared remarks: -4.42022 Q4 · Prepared remarks: -2.62023 Q1 · Prepared remarks: +1.42023 Q2 · Prepared remarks: +6.72023 Q3 · Prepared remarks: +14.02023 Q4 · Prepared remarks: +6.72024 Q1 · Prepared remarks: +13.52024 Q2 · Prepared remarks: +10.52024 Q3 · Prepared remarks: -4.82024 Q4 · Prepared remarks: -2.92025 Q1 · Prepared remarks: +0.72025 Q2 · Prepared remarks: -6.02025 Q3 · Prepared remarks: +3.72018 Q1 · Q&A responses: +8.72018 Q2 · Q&A responses: +11.52018 Q3 · Q&A responses: +8.22018 Q4 · Q&A responses: +6.52019 Q2 · Q&A responses: +15.32019 Q4 · Q&A responses: +8.62020 Q1 · Q&A responses: +4.42020 Q2 · Q&A responses: +15.92020 Q3 · Q&A responses: +3.22020 Q4 · Q&A responses: -1.92021 Q1 · Q&A responses: +7.42021 Q2 · Q&A responses: +9.62021 Q3 · Q&A responses: +6.92021 Q4 · Q&A responses: -1.92022 Q1 · Q&A responses: -1.02022 Q2 · Q&A responses: +6.42022 Q3 · Q&A responses: +8.72022 Q4 · Q&A responses: +5.82023 Q1 · Q&A responses: +11.92023 Q2 · Q&A responses: +11.72023 Q3 · Q&A responses: +14.32023 Q4 · Q&A responses: +9.12024 Q1 · Q&A responses: +7.82024 Q2 · Q&A responses: +11.52025 Q1 · Q&A responses: +5.02025 Q2 · Q&A responses: +3.22025 Q3 · Q&A responses: -1.1
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.89$4.35$6.822018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1: $2.852018 Q2: $3.012018 Q3: $3.052018 Q4: $3.202019 Q1: $3.332019 Q2: $3.522019 Q3: $3.522019 Q4: $3.592020 Q1: $3.722020 Q2: $2.662020 Q3: $2.472020 Q4: $2.782021 Q1: $2.972021 Q2: $3.162021 Q3: $2.862021 Q4: $2.232022 Q1: $2.532022 Q2: $2.882022 Q3: $3.122022 Q4: $3.552023 Q1: $4.372023 Q2: $5.012023 Q3: $5.532023 Q4: $6.122024 Q1: $6.482024 Q2: $6.252024 Q3: $4.712024 Q4: $4.42

Forward P/E

10.8719.8628.852018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1: 19.702018 Q2: 21.702018 Q3: 21.372018 Q4: 23.452019 Q1: 20.992019 Q2: 17.432019 Q3: 20.952019 Q4: 23.442020 Q1: 12.112020 Q2: 25.522020 Q3: 27.612020 Q4: 27.402021 Q1: 27.192021 Q2: 25.772021 Q3: 21.342021 Q4: 25.652022 Q1: 20.982022 Q2: 22.602022 Q3: 24.282022 Q4: 24.562023 Q1: 22.442023 Q2: 22.972023 Q3: 17.922023 Q4: 17.342024 Q1: 15.892024 Q2: 13.562024 Q3: 13.972024 Q4: 17.71

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2018 Q3 tone ↓ -2.8 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -5.5 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +8.2 fwd EPS ↓ -1.06 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -4.5 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↑ +3.0 fwd EPS ↓ -0.63 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -4.4 fwd EPS ↑ +0.30 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -5.9 fwd EPS ↑ +0.24 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↓ -8.6 fwd EPS ↑ +0.59 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q4 tone ↑ +2.1 fwd EPS ↓ -0.29 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q32025-04-03-0.7——View →
2025 Q22024-12-19-3.7——View →
2025 Q12024-10-02-0.3——View →
2024 Q42024-07-24-2.8$4.4217.7View →
2024 Q32024-04-04-4.9$4.7114.0View →
2024 Q22024-01-04+8.6$6.2513.6View →
2024 Q12023-10-05+6.8$6.4815.9View →
2023 Q42023-07-25+4.8$6.1217.3View →