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Lamb Weston Holdings Inc (LW)

Upturn stock ratingUpturn stock rating
$63.75
Last Close (24-hour delay)
Profit since last BUY2.59%
upturn advisory
Consider higher Upturn Star rating
BUY since 7 days
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Upturn Advisory Summary

10/10/2025: 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 $66

1 Year Target Price $66

Analysts Price Target For last 52 week
$66 Target price
52w Low $47.25
Current$63.75
52w High $82.35

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
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 10/10/2025

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

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 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

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 10100
Full time employees 10100

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.