LANC Earnings Prediction
The chart below shows how LANC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LANC sees a -0.70% change in stock price 10 days leading up to the earnings, and a +1.31% change 10 days following the report. On the earnings day itself, the stock moves by -0.27%. This data can give you a slight idea of what to expect for the next quarter's release.
LANC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
509.30M
4.81%
9.16%
Gross Margin
26.07%
4.28%
9.77%
Operating Margin
14.86%
9.83%
24.14%
Net Margin
9.62%
-9.25%
0.42%
EPS
1.78
-4.81%
9.20%
No Data Available
LANC Earnings Analysis
Lancaster Colony Corp Corporation (LANC.O) Earnings Conference Call
Positive
Record High Net Sales: Consolidated net sales increased 4.8% to $509 million, marking a record high for the company.
Gross Profit Improvement: Gross profit improved 9.3% to $133 million, with gross margin expanding by 110 basis points to 26.1%.
Operating Income Increase: Operating income grew 15.1% to $76 million, reflecting strong operational performance and cost management initiatives.
Retail Segment Sales Growth: Retail segment net sales increased 6.3%, driven by strong consumer demand for licensed products, particularly Texas Roadhouse dinner rolls and Buffalo Wild Wings sauces.
Dividend Increase Announcement: The quarterly cash dividend was increased by 6% to $0.95 per share, continuing a 62-year streak of annual dividend increases.
Negative
Earnings Per Share Decline: 2nd quarter diluted earnings per share decreased $0.09 or 4.8 percent to $1.78, primarily due to a $14,000,000 non-cash pension settlement charge that reduced EPS by $0.39 per share.
SG&A Expense Increase: Selling, general and administrative expenses increased $1,400,000 or 2.5%, reflecting $1,600,000 for integration costs related to the planned acquisition of the Atlanta-based manufacturing facility.
Bakery Revenue Decline: The exit of the perimeter of the store bakery product lines reduced revenue by 110 basis points, impacting overall sales growth despite increases in other segments.
Pension Settlement Charge Impact: The company recorded a $14,000,000 non-cash pension settlement charge, which significantly impacted financial results and reflects ongoing liabilities from previously frozen pension plans.
Foodservice Business Outlook: The outlook for foodservice business is expected to remain flattish, with traffic likely to decline by 1 to 2 points, indicating a challenging environment for growth.
LANC FAQs
How does LANC typically perform around its earnings report dates?
Is Lancaster Colony Corp (LANC) Q2 2025 Earnings Call Summary positive or negative?
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LANC Earning Call Sentiment
Earnings call transcript: Lancaster Colony Q2 2025 sees strong revenue growth
LANC.O
2.19%Positive
The earnings call reveals a mixed picture. Financial metrics show growth in net sales and gross profit, but EPS declined due to pension charges and integration costs. The shareholder return plan is positive with increased dividends. However, competitive pressures and economic factors pose risks. The Q&A session highlighted optimism in product performance and retail growth, yet concerns about the promotional environment and unclear management responses regarding operational efficiencies persist. Given these factors, the stock price is likely to remain stable, resulting in a neutral outlook.
