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Lamb Weston Holdings Inc (LW)



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Upturn Advisory Summary
10/10/2025: LW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $66
1 Year Target Price $66
2 | Strong Buy |
3 | Buy |
9 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -15.76% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.88B USD | Price to earnings Ratio 30.65 | 1Y Target Price 66 |
Price to earnings Ratio 30.65 | 1Y Target Price 66 | ||
Volume (30-day avg) 14 | Beta 0.51 | 52 Weeks Range 47.25 - 82.35 | Updated Date 10/12/2025 |
52 Weeks Range 47.25 - 82.35 | Updated Date 10/12/2025 | ||
Dividends yield (FY) 2.28% | Basic EPS (TTM) 2.08 |
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 2025-09-28 | When After Market | Estimate 0.7666 | Actual 0.74 |
Profitability
Profit Margin 4.56% | Operating Margin (TTM) 11.38% |
Management Effectiveness
Return on Assets (TTM) 7.05% | Return on Equity (TTM) 16.22% |
Valuation
Trailing PE 30.65 | Forward PE 25.77 | Enterprise Value 12552363107 | Price to Sales(TTM) 1.38 |
Enterprise Value 12552363107 | Price to Sales(TTM) 1.38 | ||
Enterprise Value to Revenue 1.94 | Enterprise Value to EBITDA 12.28 | Shares Outstanding 139352480 | Shares Floating 138411851 |
Shares Outstanding 139352480 | Shares Floating 138411851 | ||
Percent Insiders 2.5 | Percent Institutions 95.07 |
Upturn AI SWOT
Lamb Weston Holdings Inc

Company Overview
History and Background
Lamb Weston was spun off from ConAgra Foods in 2016. It has a history dating back to 1950 when F. Gilbert Lamb developed a process for cutting french fries. The company has grown through innovation and acquisitions to become a leading global supplier of frozen potato products.
Core Business Areas
- Global Segment: Sells branded and private-label frozen potato products to retailers and foodservice distributors globally.
- Foodservice Segment: Focuses on serving North American foodservice customers, including restaurant chains and independent operators.
- Retail Segment: Concentrates on branded and private-label frozen potato products sold through retail channels in North America.
- Lamb Weston EMEA: Responsible for Lamb Westonu2019s business in Europe, Middle East and Africa.
Leadership and Structure
Tom Werner is the current CEO. The company operates with a functional organizational structure, with departments responsible for finance, marketing, operations, and sales. It has a board of directors overseeing governance.
Top Products and Market Share
Key Offerings
- Frozen French Fries: Lamb Weston's core product. A leading supplier, controlling a significant market share in North America. Competitors include McCain Foods and Simplot.
- Other Potato Products: Includes potato specialties like wedges, hash browns, and mashed potatoes. Competitors include Ore-Ida (Kraft Heinz) and Cavendish Farms.
- Appetizers: A range of appetizers including potato skins, onion rings, and coated vegetables. Competitors vary depending on the specific product.
Market Dynamics
Industry Overview
The frozen potato products industry is driven by demand from foodservice and retail sectors. Growth is influenced by consumer trends, economic conditions, and supply chain efficiencies.
Positioning
Lamb Weston is a leading player in the frozen potato products industry, known for its innovation, quality, and scale. It competes on price, product variety, and customer service.
Total Addressable Market (TAM)
The global frozen potato market is estimated at over $70 billion. Lamb Weston is positioned to capture a substantial share through its established market presence and innovation.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Extensive Distribution Network
- Innovation in Product Development
- Scale and Efficiency
Weaknesses
- Dependence on Potato Supply
- Exposure to Commodity Price Fluctuations
- High Capital Expenditure
- Debt Levels
Opportunities
- Expansion into Emerging Markets
- Development of New Product Lines
- Acquisitions of Complementary Businesses
- Growing demand for convenience foods
Threats
- Fluctuations in Potato Prices
- Competition from Other Frozen Food Producers
- Changes in Consumer Preferences
- Supply Chain Disruptions
Competitors and Market Share
Key Competitors
- MCD (McCain Foods)
- JBT (JBT Corporation)
- SIMP (Simplot)
Competitive Landscape
Lamb Weston has a competitive advantage due to its established brand, scale, and innovation. Competitors focus on price and regional presence.
Major Acquisitions
Lamb Weston Alimentos Modernos
- Year: 2018
- Acquisition Price (USD millions): 240
- Strategic Rationale: Expansion into the South American market and strengthening its presence in the region.
Growth Trajectory and Initiatives
Historical Growth: Lamb Weston has experienced consistent growth driven by increased demand for frozen potato products globally and market share gains.
Future Projections: Analysts predict continued growth driven by expanding into emerging markets and product innovation. Projected revenue growth is around 5-7% annually.
Recent Initiatives: Expansion of production capacity, investment in automation, and new product launches.
Summary
Lamb Weston is a strong player in the frozen potato industry, benefiting from its brand and scale. Product innovation and supply chain management are key strengths. The company needs to carefully manage potato prices and competition while expanding into new markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Lamb Weston Annual Reports
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions are highly volatile.
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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