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Upturn AI SWOT - About
LANC 
Lancaster Colony Corporation (LANC)
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Upturn Advisory Summary
06/30/2025: LANC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $194.9
1 Year Target Price $194.9
| 1 | Strong Buy |
| 0 | Buy |
| 7 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -38.2% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.76B USD | Price to earnings Ratio 28.09 | 1Y Target Price 194.9 |
Price to earnings Ratio 28.09 | 1Y Target Price 194.9 | ||
Volume (30-day avg) 8 | Beta 0.48 | 52 Weeks Range 155.25 - 199.45 | Updated Date 07/8/2025 |
52 Weeks Range 155.25 - 199.45 | Updated Date 07/8/2025 | ||
Dividends yield (FY) 2.20% | Basic EPS (TTM) 6.15 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.99% | Operating Margin (TTM) 10.61% |
Management Effectiveness
Return on Assets (TTM) 11.69% | Return on Equity (TTM) 17.77% |
Valuation
Trailing PE 28.09 | Forward PE 36.5 | Enterprise Value 4713179853 | Price to Sales(TTM) 2.52 |
Enterprise Value 4713179853 | Price to Sales(TTM) 2.52 | ||
Enterprise Value to Revenue 2.5 | Enterprise Value to EBITDA 16.54 | Shares Outstanding 27569100 | Shares Floating 19863740 |
Shares Outstanding 27569100 | Shares Floating 19863740 | ||
Percent Insiders 28.02 | Percent Institutions 63.8 |
Upturn AI SWOT
Lancaster Colony Corporation
Company Overview
History and Background
Lancaster Colony Corporation was founded in 1929 as a glass manufacturer. Over time, it transitioned into a specialty food company, acquiring and developing brands in various categories.
Core Business Areas
- Retail: Manufactures and markets a variety of specialty food products for the retail channel, including salad dressings, croutons, noodles, pasta, dips, fruit spreads, and frozen garlic bread.
- Foodservice: Provides specialty food products to the foodservice industry, including restaurants, institutions, and other operators. This segment offers dressings, sauces, dips, and bakery products.
- Frozen: Produces frozen garlic bread and other specialty frozen food products.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other executive officers. The organizational structure includes various departments such as sales, marketing, operations, and finance.
Top Products and Market Share
Key Offerings
- Marzetti Salad Dressings: A leading brand of salad dressings in the retail market. Market share fluctuates between 20-25% in the US retail salad dressing category. Competitors include Kraft Heinz (KHC), Unilever (UL), and private label brands.
- New York Bakery Frozen Garlic Bread: A top brand in the frozen garlic bread category. Estimated market share is around 40%. Competitors include private label brands and other national brands like Pepperidge Farm.
- Sister Schubert's Homemade Rolls: Popular brand of frozen dinner rolls. Has a significant market share within the frozen bakery sector of the retail market. Competitors include Rhodes and Pillsbury.
Market Dynamics
Industry Overview
The specialty food industry is characterized by intense competition, evolving consumer preferences, and increasing demand for healthier and convenient food options.
Positioning
Lancaster Colony Corporation positions itself as a manufacturer and marketer of high-quality, branded specialty food products. Its competitive advantages include strong brand recognition, established distribution networks, and a focus on product innovation.
Total Addressable Market (TAM)
The TAM for specialty food products is estimated to be in the billions of dollars. Lancaster Colony Corporation is positioned to capture a significant portion of this market through its diverse product portfolio and established market presence.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Established distribution network
- Consistent profitability
- Solid financial position
- Focus on product innovation
Weaknesses
- Dependence on key brands
- Exposure to commodity price fluctuations
- Limited international presence
- Vulnerable to changing consumer preferences
Opportunities
- Expanding into new geographic markets
- Acquiring complementary businesses
- Developing new products and product lines
- Leveraging e-commerce channels
- Capitalizing on health and wellness trends
Threats
- Intense competition
- Rising raw material costs
- Changing consumer preferences
- Economic downturns
- Regulatory changes
Competitors and Market Share
Key Competitors
- KHC
- MKC
- PINC
Competitive Landscape
Lancaster Colony Corporation competes with larger food companies, as well as smaller specialty food producers. Its advantages include a strong brand portfolio and established distribution network. Disadvantages include limited international presence and reliance on key brands.
Major Acquisitions
Bantam Bagels
- Year: 2018
- Acquisition Price (USD millions): 34
- Strategic Rationale: Expanded frozen food offerings and provided access to new distribution channels.
Growth Trajectory and Initiatives
Historical Growth: Lancaster Colony Corporation has achieved steady growth in revenue and earnings over the past decade, driven by organic growth and strategic acquisitions.
Future Projections: Analysts project continued growth for Lancaster Colony Corporation, driven by increasing demand for specialty food products and the company's ability to innovate and expand its market presence.
Recent Initiatives: Recent strategic initiatives include product innovation, expanding distribution channels, and acquiring complementary businesses.
Summary
Lancaster Colony Corporation is a stable and profitable company with a strong position in the specialty food market. The company benefits from its well-known brands and established distribution channels. However, it needs to be aware of growing material cost and increased competiveness from other companies to maintain its market share.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Analyst Reports
- Industry Research Reports
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be made based on thorough research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Lancaster Colony Corporation
Exchange NASDAQ | Headquaters Westerville, OH, United States | ||
IPO Launch date 1990-03-26 | President, CEO & Director Mr. David A. Ciesinski | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 3400 | Website https://www.lancastercolony.com |
Full time employees 3400 | Website https://www.lancastercolony.com | ||
Lancaster Colony Corporation engages in the manufacturing and marketing of specialty food products for the retail and foodservice channels in the United States. It operates in two segments, Retail and Foodservice. The company offers frozen garlic bread under the New York BRAND Bakery; frozen Parkerhouse style yeast and dinner rolls under the Sister Schubert's brand; salad dressings under the Marzetti, Cardini's, Simply Dressed, and Girard's brands; vegetable and fruit dips under the Marzetti brand; croutons and salad toppings under the New York BRAND Bakery, Chatham Village, and Marzetti brands; and frozen pasta under the Marzetti Frozen Pasta brand. It also manufactures and sells other products to brand license agreements, including Olive Garden dressings, Buffalo Wild Wings sauces, and Chick-fil-A sauces. The company sells its products through sales personnel, food brokers, and distributors to retailers and restaurants. Lancaster Colony Corporation was incorporated in 1961 and is based in Westerville, Ohio.
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