Lamb Weston Said It Swung to a $36 Million Loss in Its Fiscal Second Quarter After a Drop in Sales and Blamed Softer Demand and Higher Manufacturing Costs. It Cut Its Earnings Outlook for the Full Year. By Svea Herbst-Bayliss
作者：Svea Herbst-Bayliss
New York, Dec 27(Reuters) - Jana Partners Is Working With a Sixth Executive to Push for Changes at Lamb Weston, Signaling the Activist Investor May Seek to Replace the Majority of the French Fry Maker's Board, According to a Regulatory Filing Made on Friday.
紐約，12月27日（路透社） - Jana Partners正在與第六位高管合作，推動Lamb Weston進行變革，這表明這家激進投資者可能會尋求更換法國薯條製造商的多數董事會成員，根據週五提交的監管文件。
Potato Industry Veteran Jeff Delapp, Who Previously Served as President of Lamb Weston Lw.n and Then as President of Lamb Weston Competitor Mccain Foods, North America, Joined the Fund's Lineup of Executives Who Could Become Board Candidates.
土豆行業老將Jeff Delapp曾擔任Lamb Weston的總裁， Lw.n 然後又擔任Lamb Weston競爭對手Mccain Foods北美公司的總裁，加入了該基金可能成爲董事會候選人的高管陣容。
Jana Partners Owns More Than 5% of Lamb Weston and Has Been Pushing the Company to Improve Operations and Capital Allocation or Put Itself up for Sale.
Jana Partners持有超過5%的Lamb Weston股份，並一直在推動公司改善運營和資本配置，或者將其出售。
Last Week, Disappointing Lamb Weston Earnings Sent the Stock Price Tumbling as Much as 20%. Since January Lamb Weston Shares Have Dropped 39%. the Company Also Made an Unexpected CEO Change When It Said It Was Replacing Chief Executive Officer Tom Werner With Chief Operating Officer Michael Smith. It Said the "Appointment Represents the Culmination of a Thoughtful, Year-Long Succession Planning Process."
上週，Lamb Weston令人失望的業績使股票價格暴跌至20%。自1月以來，Lamb Weston的股價已下跌39%。該公司還進行了意外的CEO更換，宣佈將首席執行官Tom Werner更換爲首席運營官Michael Smith。公司表示，「這次任命代表了一項經過深思熟慮的爲期一年的接班計劃過程的高潮。」
Lamb Weston Said It Swung to a $36 Million Loss in Its Fiscal Second Quarter After a Drop in Sales and Blamed Softer Demand and Higher Manufacturing Costs. It Cut Its Earnings Outlook for the Full Year.
Lamb Weston表示，在銷售下降後，其財政第二季度出現了3600萬美元的虧損，並將此歸咎於需求疲軟和更高的製造業成本。它下調了全年的收益預期。
Jana Is Now Ratcheting up Pressure on the Board After Calling Last Week's Earnings a "Disaster" and Saying Smith, as Part of the Executive Team, Is "Complicit in (Lamb Weston's) Widespread Operational and Strategic Debacle."
Jana在上週將收益稱爲"災難"後，現在正在對董事會施加壓力，並表示斯密斯作爲執行團隊的一部分"在(Lamb Weston的)廣泛運營和戰略失敗中是同謀"。
Wall Street Analysts Interpreted Last Week's News to Suggest the Chances for a Lamb Weston Transaction Are Growing. Jefferies Analyst Rob Dickerson Wrote the CEO Change "Feels Like a Panicked Move" and Barclays Analyst Andrew Lazar Wrote That Last Week's Guidance and Stock Move "Could Make Future Strategic Changes Even More Likely." Reuters Reported Earlier This Month That Post Holdings Post.n Is Working With Bankers on a Possible Lamb Weston Deal.
華爾街分析師解讀了上週的資訊，認爲Lamb Weston交易的可能性正在增加。傑富瑞分析師羅布·迪克森寫道，首席執行官的更換"感覺像是一次恐慌性的舉動"，而巴克萊銀行分析師安德魯·拉扎爾寫道，上週的指導和股票波動"可能使未來的戰略變化更有可能。"路透社在本月早些時候報道，Post Holdings Post.n 正在與銀行家合作進行 潛在的Lamb Weston交易.
Jana, Which Often Partners With Strategic and Operating Partners, Said in an Earlier Filing That It Is Working With Continental Grain and That Several Executives, Including Former Lamb Weston Executive Chairman Timothy Mclevish, Could Be Nominees.
Jana，通常與戰略和運營夥伴合作，早前在一份文件中表示，它正在與大陸穀物公司合作，並且幾位高管，包括前Lamb Weston執行董事長蒂莫西·麥克萊維，可能成爲候選人。
Lamb Weston's Last Annual Meeting Was Held in September.
Lamb Weston最近的年度會議於九月份舉行。
(Reporting by Svea Herbst-Bayliss; Editing by Diane Craft)
（報道者：Svea Herbst-Bayliss；編輯：Diane Craft）
((Svea.herbst@Thomsonreuters.com; +617 233 2138; Reuters Messaging: Svea.herbst.thomsonreuters.com@Reuters.net))
（（Svea.herbst@Thomsonreuters.com；+617 233 2138；路透通訊：Svea.herbst.thomsonreuters.com@Reuters.net））