LW Latest Report
Financial Performance
Blue Weston Holdings' total operating revenue for November 24, 2024 was $1600.90 million. Although there is no prior data for comparison, analyzing the composition of this revenue and its impact on overall profitability can provide insights into the company's financial situation.
Key Financial Data
1. Operating Revenue Composition: Blue Weston Holdings' operating revenue is mainly derived from value-added frozen potato products, especially french fries.
2. Marketing and Sales Expenses: The company's expenses in marketing, sales, and general management were $184.70 million, which may put pressure on net profit.
3. Net Profit Situation: The company's net profit was -$36.10 million, indicating that despite the significant operating revenue, it still faces losses.
4. Net Cash Provided by Operating Activities: The net cash provided by operating activities was $429.30 million, indicating that the company generated positive cash flow in its operations, but future revenue sustainability needs to be monitored.
Industry Comparison
1. Industry-wide Analysis: The change in Blue Weston Holdings' operating revenue in the packaged food and meat industry is closely related to market demand, competition, and economic environment. If the industry's overall revenue growth, it will have a positive impact on LW's sales.
2. Peer Review Analysis: Blue Weston Holdings' net margin is 2.80% and its total asset turnover is 1.23%, which is relatively lower than its peers, indicating that it may be at a disadvantage in the industry. According to 2024 financial data, LW's operating revenue decreased by approximately 6.72% year-on-year, and its net profit decreased by approximately 23.16% [source](http://news.10jqka.com.cn/20240727/c660221433.shtml).
Summary
Blue Weston Holdings' financial situation shows potential for growth in operating revenue, but the high sales and management expenses and ongoing losses pose uncertainties for future profitability. Intensified competition and changes in market demand may further impact the company's performance.
Opportunities
1. Expanding into New Markets: Blue Weston Holdings can increase revenue by entering high-growth emerging markets.
2. Optimizing Product Portfolio: Optimizing the product portfolio to adapt to changes in market demand has the potential to enhance profitability.
3. Developing Value-added Products: Further developing value-added frozen potato products to meet changes in consumer preferences.
Risks
1. Cost Pressure: Rising raw material costs may put pressure on the company's profit margin.
2. Intensified Competition: Competition from other value-added food suppliers may affect market share.
3. Revenue Volatility: Changes in market demand may lead to unstable operating revenue, affecting the company's cash flow and profitability.