Lamb Weston Holdings, Inc. Website

Lamb Weston Holdings, Inc.

NYSE-LW

Company Overview

Lamb Weston Holdings, Inc. produces, distributes, and markets value-added frozen potato products worldwide. It operates through four segments: Global, Foodservice, Retail, and Other. The company offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels. The company also offers its products under its owned or licensed brands, such as Grown in Idaho and Alexia, and other licensed brands, as well as under retailers' brands. In addition, it engages in the vegetable and dairy businesses. The company serves retail and foodservice customers; and grocery, mass merchants, club, and specialty retailers; and businesses, educational institutions, independent restaurants, regional chain restaurants, and convenience stores. Lamb Weston Holdings, Inc. was incorporated in 1950 and is headquartered in Eagle, Idaho.

  • Name

    Lamb Weston Holdings, Inc.

  • CEO

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  • Website

    www.lambweston.com

  • Sector

    Food Products

  • Year Founded

    1950

Company Statistics

Profile

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Bulls Say

  • Lamb Weston’s products generate high margins for restaurants, increasing loyalty and willingness to pay for consistency and quality.

  • Given the popularity of potato products, restaurants are willing to experiment with new innovations, creating future demand and greenfield potential.

  • Geographical cost advantages protect Lamb Weston from potential price wars while the quality of its products adds demonstrable incremental value to customers’ menus.

Bears Say

  • Poor execution, like the initial rollout of its new ERP system in fiscal 2024, can overshadow competitive advantages and lead to lost market share and profit margin erosion.

  • Lamb Weston’s overwhelming exposure to potatoes creates significant risk from short-term volatility, especially in the form of subpar growing seasons or crop disease, and long-term changes in consumer tastes.

  • Lamb Weston still competes in a commodity industry, so it faces risk from excess industry capacity.

Source: Morningstar Analysis - Oct 06, 2025

What's happening

Nov 15, 2025 - Dec 17, 2025

Lamb Weston Holdings Inc. Shows Strong Resilience Amid Market Fluctuations

  • Lamb Weston is set to announce its fiscal year 2026 second-quarter financial results on December 19, 2025, which has generated positive investor sentiment.
  • The company is strategically expanding its product offerings and improving supply chain efficiencies in response to rising demand for frozen foods.
  • Despite recent bearish pressures, Lamb Weston outperformed both the S&P 500 and the Consumer Staples sector.

Over the past month, Lamb Weston Holdings Inc. (LW) recorded an overall movement of 4.3%, significantly outperforming the S&P 500's return of only 1.3%. This performance highlights a robust trend for LW compared to broader market indices and reflects strong investor confidence driven by upcoming financial disclosures.

Investor sentiment towards LW has been notably positive as anticipation builds around its forthcoming fiscal year 2026 second-quarter financial results announcement scheduled for December 19, 2025. This event is expected to provide valuable insights into operational efficiency and profitability, further enhancing optimism regarding future growth prospects.

Throughout this period, LW demonstrated solid fundamentals that contributed to its upward momentum. The company has focused on expanding product offerings while enhancing supply chain efficiencies amid increasing demand within the frozen food sector—a segment benefiting from changing consumer preferences toward convenience foods post-pandemic.

Macroeconomic indicators such as inflation rates and consumer spending trends have influenced perceptions about companies operating in essential goods markets like LW’s domain. As consumers prioritize staple products during economic uncertainty, Lamb Weston's consistent performance illustrates an adaptive business model capable of navigating these challenges effectively.

In summary, despite facing some bearish pressures linked to broader market dynamics surrounding earnings expectations and potential volatility ahead of key announcements, Lamb Weston maintained impressive performance metrics relative not only against the S&P but also outperforming the Consumer Staples (XLP) sector by 1.7%.

NYSE:LW