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Upturn AI SWOT - About
LW 
Lamb Weston Holdings Inc (LW)
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Upturn Advisory Summary
09/11/2025: LW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $63.73
1 Year Target Price $63.73
| 2 | Strong Buy |
| 3 | Buy |
| 9 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -13.65% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.96B USD | Price to earnings Ratio 22.85 | 1Y Target Price 63.73 |
Price to earnings Ratio 22.85 | 1Y Target Price 63.73 | ||
Volume (30-day avg) 14 | Beta 0.48 | 52 Weeks Range 47.25 - 82.35 | Updated Date 09/12/2025 |
52 Weeks Range 47.25 - 82.35 | Updated Date 09/12/2025 | ||
Dividends yield (FY) 2.61% | 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 - | When - | Estimate - | Actual - |
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 22.85 | Forward PE 18.15 | Enterprise Value 12044541834 | Price to Sales(TTM) 1.23 |
Enterprise Value 12044541834 | Price to Sales(TTM) 1.23 | ||
Enterprise Value to Revenue 1.87 | Enterprise Value to EBITDA 11.23 | Shares Outstanding 139355008 | Shares Floating 138364712 |
Shares Outstanding 139355008 | Shares Floating 138364712 | ||
Percent Insiders 2.49 | Percent Institutions 94.02 |
Upturn AI SWOT
Lamb Weston Holdings Inc
Company Overview
History and Background
Lamb Weston was spun off from ConAgra Foods in 2016. It's a leading supplier of value-added frozen potato products globally, with a history rooted in potato processing innovation.
Core Business Areas
- Retail: Sells branded and private-label frozen potato products to grocery stores and other retail outlets.
- Foodservice: Supplies frozen potato products to restaurants, hotels, and other foodservice operators.
- Global: Operates internationally, providing products and services to customers in various countries.
Leadership and Structure
Tom Werner serves as the President and CEO. The organizational structure is a traditional corporate hierarchy with functional departments overseeing finance, operations, sales, and marketing.
Top Products and Market Share
Key Offerings
- Frozen French Fries: Lamb Weston's core product; various cuts and flavors of frozen French fries. They hold an estimated ~25% market share in North America for frozen potato products. Competitors: McCain Foods, Simplot.
- Frozen Potato Specialties: Includes potato wedges, hash browns, tater tots, and other specialty potato products. Market share data is less precise but significant, contributing to the company's overall frozen potato market leadership. Competitors: Ore-Ida (Kraft Heinz), Cavendish Farms.
- Commercial Products: Other commercial products offered by Lamb Weston to their existing and prospective clientele
Market Dynamics
Industry Overview
The frozen potato industry is driven by global demand for convenience foods, particularly french fries. Factors such as population growth, urbanization, and changing consumer preferences influence the market.
Positioning
Lamb Weston is a leading player, positioned as a reliable supplier of high-quality frozen potato products with a strong focus on innovation and customer service.
Total Addressable Market (TAM)
The global frozen potato market is estimated at around $75 billion. Lamb Weston aims to maintain and expand its position by increasing market share and innovation of their products.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network
- Focus on innovation
- High-quality products
- Strong customer relationships
Weaknesses
- Reliance on potato crops (weather vulnerability)
- Fluctuations in raw material costs
- Concentration of sales within a few large customers
- Impact of health-related consumer trends
Opportunities
- Expanding into emerging markets
- Developing new and innovative potato products
- Acquiring smaller competitors
- Increasing penetration in foodservice channels
Threats
- Increased competition from other frozen food producers
- Changes in consumer preferences toward healthier options
- Potential for disruptions in the supply chain
- Economic downturns affecting foodservice spending
Competitors and Market Share
Key Competitors
- MCD
- KHC
- JBT
Competitive Landscape
Lamb Weston has a strong market position but faces competition from other large food companies. They must continue to innovate and maintain cost efficiencies to remain competitive.
Major Acquisitions
Lamb Weston Alimentos Modernos
- Year: 2018
- Acquisition Price (USD millions): 240
- Strategic Rationale: Expanded Lamb Weston's presence in the South American market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can be determined by comparing revenues and income from previous financial statements.
Future Projections: Future growth projects and estimates can be found in financial reports from analysts.
Recent Initiatives: Recent strategic initiatives must be retrieved from press releases and company reports.
Summary
Lamb Weston is a strong company with a solid position in the frozen potato market, benefiting from strong brand recognition and an extensive distribution network. However, the company must mitigate risks related to raw material costs and evolving consumer preferences. Continued innovation and strategic expansion will be crucial for sustained growth, while closely monitoring the competitive landscape and adapting to market changes are key to maintaining its market leadership. Overall, it is a stable company that needs to look out for changes in preference.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Lamb Weston Investor Relations
- Financial News Outlets
- Industry Reports
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions can change rapidly.
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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