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Upturn AI SWOT - About
LW 
Lamb Weston Holdings Inc (LW)
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Upturn Advisory Summary
08/08/2025: LW (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
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $64.36
1 Year Target Price $64.36
| 2 | Strong Buy |
| 3 | Buy |
| 9 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -13.03% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/08/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.18B USD | Price to earnings Ratio 20.62 | 1Y Target Price 64.36 |
Price to earnings Ratio 20.62 | 1Y Target Price 64.36 | ||
Volume (30-day avg) 14 | Beta 0.48 | 52 Weeks Range 47.25 - 82.35 | Updated Date 08/9/2025 |
52 Weeks Range 47.25 - 82.35 | Updated Date 08/9/2025 | ||
Dividends yield (FY) 2.80% | Basic EPS (TTM) 2.5 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-22 | When Before Market | Estimate 0.6419 | Actual 0.87 |
Profitability
Profit Margin 5.54% | Operating Margin (TTM) 12.88% |
Management Effectiveness
Return on Assets (TTM) 7.25% | Return on Equity (TTM) 20.26% |
Valuation
Trailing PE 20.62 | Forward PE 16.37 | Enterprise Value 11268336022 | Price to Sales(TTM) 1.11 |
Enterprise Value 11268336022 | Price to Sales(TTM) 1.11 | ||
Enterprise Value to Revenue 1.75 | Enterprise Value to EBITDA 10.51 | Shares Outstanding 139355008 | Shares Floating 138118149 |
Shares Outstanding 139355008 | Shares Floating 138118149 | ||
Percent Insiders 2.49 | Percent Institutions 98.34 |
Upturn AI SWOT
Lamb Weston Holdings Inc
Company Overview
History and Background
Lamb Weston was established in 1950. It was spun off from ConAgra Foods in 2016. They are one of the world's largest processors and distributors of frozen potato products.
Core Business Areas
- Global Segment: Sells frozen potato products, including french fries and other potato specialties, to restaurants, retailers, and foodservice distributors in North America and internationally.
Leadership and Structure
Tom Werner is the CEO. The company has a traditional corporate structure with functional departments.
Top Products and Market Share
Key Offerings
- Frozen French Fries: Lamb Weston is a major producer of frozen french fries, supplying to major quick-service restaurants (QSRs) and retailers. Competitors include McCain Foods, Simplot, and Cavendish Farms. Market share data is hard to pin-point exactly due to various private contracts, but is estimated to be the largest. They earn the majority of their revenue from Frozen French Fries. Competitors: McCain Foods, Simplot, Cavendish Farms
- Other Potato Products: Lamb Weston produces a variety of other potato products, including potato specialties, appetizers, and dehydrated potato products. Competitors include McCain Foods, Simplot, and Cavendish Farms.
Market Dynamics
Industry Overview
The frozen potato industry is driven by consumer demand for convenience foods and the popularity of french fries in QSRs. There are ongoing supply chain challenges and cost inflation throughout the industry.
Positioning
Lamb Weston is a leading player in the frozen potato industry, known for its scale, innovation, and strong customer relationships.
Total Addressable Market (TAM)
The global frozen potato market is projected to reach billions of dollars. Lamb Weston is positioned to capture a significant portion of this TAM with its established market presence.
Upturn SWOT Analysis
Strengths
- Global Scale and Distribution Network
- Strong Customer Relationships with Major QSRs
- Product Innovation and Development
- Brand Recognition
Weaknesses
- Dependence on Potato Crop Yields
- Sensitivity to Fluctuations in Potato Prices
- Exposure to Supply Chain Disruptions
- High debt compared to assets
Opportunities
- Expanding into Emerging Markets
- Developing New and Innovative Potato Products
- Acquiring Smaller Competitors
- Strategic partnerships with restaurants and food suppliers
Threats
- Increased Competition from Other Frozen Food Producers
- Changes in Consumer Preferences for Healthier Foods
- Economic Downturns Affecting Restaurant Spending
- Climate change and its impact on potato crops
Competitors and Market Share
Key Competitors
- MCD
- JBT
- DAR
Competitive Landscape
Lamb Weston benefits from its scale and strong customer relationships, but faces competition from other large frozen food producers and smaller regional players.
Major Acquisitions
Lamb Weston acquired Ready Food Company
- Year: 2017
- Acquisition Price (USD millions): 720
- Strategic Rationale: The Ready Food acquisition expanded Lamb Weston's value-added potato offerings and strengthened its presence in the retail channel.
Growth Trajectory and Initiatives
Historical Growth: Lamb Weston has experienced steady growth in revenue and earnings over the past several years, driven by increasing demand for frozen potato products globally.
Future Projections: Analysts expect Lamb Weston to continue to grow in the coming years, driven by expansion in emerging markets and the development of new products.
Recent Initiatives: Recent initiatives include expanding production capacity, investing in new technologies, and strengthening relationships with key customers.
Summary
Lamb Weston is a leading player in the frozen potato industry with strong customer relationships and a global distribution network. It faces challenges such as fluctuating potato prices and increased competition. However, its focus on innovation and expansion into emerging markets positions it for continued growth. Overall, Lamb Weston is a fundamentally sound company in a stable market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC), Industry reports, Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
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 Lamb Weston Holdings Inc
Exchange NYSE | Headquaters Eagle, ID, United States | ||
IPO Launch date 2016-11-10 | President, CEO & Director Mr. Michael Jared Smith | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 10100 | Website https://www.lambweston.com |
Full time employees 10100 | Website https://www.lambweston.com | ||
Lamb Weston Holdings, Inc. engages in the production, distribution, and marketing of frozen potato products in the United States, Canada, Mexico, and internationally. It offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels. The company also provides its products under its owned or licensed brands, such as Grown in Idaho and Alexia, and other licensed brands, as well as under retailers' own brands. It sells its products through a network of internal sales personnel and independent brokers, agents, and distributors to quick service and full-service restaurants and chains, wholesale, grocery, mass merchants, club retailers, and specialty retailers, as well as foodservice distributors and institutions, including 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.
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