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Upturn AI SWOT - About
LW 
Lamb Weston Holdings Inc (LW)
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Upturn Advisory Summary
07/02/2025: 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 $65.43
1 Year Target Price $65.43
| 2 | Strong Buy |
| 3 | Buy |
| 9 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -9.99% | Avg. Invested days 38 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.39B USD | Price to earnings Ratio 20.54 | 1Y Target Price 65.43 |
Price to earnings Ratio 20.54 | 1Y Target Price 65.43 | ||
Volume (30-day avg) 14 | Beta 0.47 | 52 Weeks Range 47.56 - 82.88 | Updated Date 07/2/2025 |
52 Weeks Range 47.56 - 82.88 | Updated Date 07/2/2025 | ||
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 20.54 | Forward PE 14.47 | Enterprise Value 11591524757 | Price to Sales(TTM) 1.16 |
Enterprise Value 11591524757 | Price to Sales(TTM) 1.16 | ||
Enterprise Value to Revenue 1.81 | Enterprise Value to EBITDA 10.62 | Shares Outstanding 141116000 | Shares Floating 132405959 |
Shares Outstanding 141116000 | Shares Floating 132405959 | ||
Percent Insiders 2.43 | Percent Institutions 97.69 |
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 - |
Upturn AI SWOT
Lamb Weston Holdings Inc
Company Overview
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.
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 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
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
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
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.
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 10700 | Website https://www.lambweston.com |
Full time employees 10700 | 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. The company was incorporated in 1950 and is headquartered in Eagle, Idaho.
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