Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
LW logo LW
Upturn stock ratingUpturn stock rating
LW logo

Lamb Weston Holdings Inc (LW)

Upturn stock ratingUpturn stock rating
$51.85
Last Close (24-hour delay)
Profit since last BUY-6.1%
upturn advisory
WEAK BUY
BUY since 18 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/30/2025: LW (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

14 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $65.43

1 Year Target Price $65.43

Analysts Price Target For last 52 week
$65.43Target price
Low$47.56
Current$51.85
high$82.88

Analysis of Past Performance

Type Stock
Historic Profit -11.54%
Avg. Invested days 38
Today’s Advisory WEAK BUY
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 7.32B USD
Price to earnings Ratio 20.33
1Y Target Price 65.43
Price to earnings Ratio 20.33
1Y Target Price 65.43
Volume (30-day avg) 14
Beta 0.47
52 Weeks Range 47.56 - 82.88
Updated Date 07/1/2025
52 Weeks Range 47.56 - 82.88
Updated Date 07/1/2025
Dividends yield (FY) 2.85%
Basic EPS (TTM) 2.55

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 5.75%
Operating Margin (TTM) 17.03%

Management Effectiveness

Return on Assets (TTM) 7.37%
Return on Equity (TTM) 21.64%

Valuation

Trailing PE 20.33
Forward PE 14.33
Enterprise Value 11518144637
Price to Sales(TTM) 1.15
Enterprise Value 11518144637
Price to Sales(TTM) 1.15
Enterprise Value to Revenue 1.8
Enterprise Value to EBITDA 10.55
Shares Outstanding 141116000
Shares Floating 132405959
Shares Outstanding 141116000
Shares Floating 132405959
Percent Insiders 2.43
Percent Institutions 97.81

Analyst Ratings

Rating 3
Target Price 65.43
Buy 3
Strong Buy 2
Buy 3
Strong Buy 2
Hold 9
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Lamb Weston Holdings Inc

stock logo

Company Overview

overview logo History and Background

Lamb Weston was spun off from ConAgra Foods in 2016. It traces its roots back to 1950 when F. Gilbert Lamb invented the Lamb Water Gun Knife, revolutionizing potato processing. It has grown to become a major player in the frozen potato industry.

business area logo Core Business Areas

  • Global Segment: Manufactures and markets frozen potato products, primarily French fries, to restaurants, retailers, and foodservice distributors worldwide.
  • Foodservice Segment: Serves North American foodservice distributors and restaurant chains.
  • Retail Segment: Provides branded and private-label frozen potato products to retailers in North America.

leadership logo Leadership and Structure

Tom Werner is the current President and CEO. The company is structured with distinct business segments focusing on global, foodservice, and retail markets. A board of directors provides oversight and strategic direction.

Top Products and Market Share

overview logo Key Offerings

  • French Fries: Lamb Weston is a leading producer of frozen French fries, offering a wide variety of cuts and styles. They have a significant market share in the North American market and globally. Competitors include McCain Foods, Simplot, and Cavendish Farms. Revenue related to french fries is a majority of the company's sales.
  • Potato Specialties: Offers other potato products such as potato wedges, hash browns, and mashed potatoes. Competitors include McCain Foods, Simplot, and Cavendish Farms.
  • Appetizers: Lamb Weston sells a variety of frozen appetizers, often leveraging potatoes, such as potato skins. Competitors are other appetizer providers to restaurants and retailers.

Market Dynamics

industry overview logo Industry Overview

The frozen potato industry is driven by demand from the foodservice and retail sectors. Key trends include increasing demand for convenience foods, growing potato consumption in developing markets, and innovation in product offerings. The industry is moderately consolidated.

Positioning

Lamb Weston is a leading global player in the frozen potato industry, known for its scale, innovation, and strong customer relationships. Its competitive advantages include its extensive supply chain, product innovation, and established brand recognition.

Total Addressable Market (TAM)

The global frozen potato market is estimated to be worth $70 billion - $80 billion. Lamb Weston is positioned to capitalize on this TAM due to its global presence, scale, and partnerships.

Upturn SWOT Analysis

Strengths

  • Leading market share in frozen potato products
  • Strong brand recognition and reputation
  • Extensive supply chain and distribution network
  • Product innovation and development capabilities
  • Strong customer relationships

Weaknesses

  • Dependence on potato crop yields and prices
  • Exposure to currency fluctuations
  • Sensitivity to economic downturns
  • Concentration of sales with key customers

Opportunities

  • Expanding into emerging markets
  • Developing new product lines and offerings
  • Acquiring smaller competitors
  • Capitalizing on the growing demand for convenience foods

Threats

  • Increased competition from other frozen food producers
  • Fluctuations in raw material costs
  • Changes in consumer preferences and dietary trends
  • Potential for supply chain disruptions

Competitors and Market Share

competitor logo Key Competitors

  • MCCAIN
  • JBT
  • Simplot

Competitive Landscape

Lamb Weston benefits from its scale, established brand, and strong customer relationships. Competitors like McCain and Simplot also have significant market share, creating a competitive environment. However Lamb Weston is seen as a technology leader in potato processing.

Major Acquisitions

Lamb Weston acquired Marvel Packers

  • Year: 2023
  • Acquisition Price (USD millions): 48
  • Strategic Rationale: The strategic reasons behind the acquisition of Marvel Packers were to increase processing capacity and bring product innovation to Lamb Weston.

Growth Trajectory and Initiatives

Historical Growth: Lamb Weston has experienced consistent revenue growth in recent years, driven by increased demand for frozen potato products.

Future Projections: Analyst projections suggest continued growth for Lamb Weston, driven by expansion in emerging markets and new product development.

Recent Initiatives: Recent strategic initiatives include investments in capacity expansion, product innovation, and sustainability initiatives.

Summary

Lamb Weston is a strong player in the frozen potato industry, benefiting from its market share, brand reputation, and extensive supply chain. The company's dependence on potato crops and exposure to economic downturns are potential weaknesses. Strategic initiatives and expansion into emerging markets offer growth opportunities, while increased competition and raw material costs pose threats. Overall, the company's strong market position and focus on innovation support its future growth prospects.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Financial Reports
  • Industry Reports
  • Analyst Estimates
  • Lamb Weston Investor Relations

Disclaimers:

The information provided is for informational purposes only and should not be considered as financial advice. Market data and analyst estimates are subject to change and may not be accurate.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 10700
Full time employees 10700

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. The company was incorporated in 1950 and is headquartered in Eagle, Idaho.