Three new directors elected to Scoular’s Board of Directors

Impact · against what's priced in

The appointment of former executives to Scoular's board is not material for the public companies involved. For UNP, LW, and CAG, the news merely confirms historical relationships or past corporate events that are already fully reflected in their current valuations.

LW+0.00

Doesn't touch the price's assumptions

In context

The appointment of former CEO Tom Werner to an external board does not impact Lamb Weston's current struggle with ERP failure or its path toward a 25% EBITDA margin.

What LW's price assumes · Sep 24

• agriculture
• board of directors
• corporate governance
• leadership change
• supply chain

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