About Lamb Weston Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For 75 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of- house management for its customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when we look at a potato, we se ...

Lamb Weston, the US-based potato-products supplier, has hired AB InBev veteran Jan Craps for its newly created role of executive chair. Craps, who worked for AB InBev, the world's largest brewer, for more than 20 years, will join Lamb Weston tomorrow (6 February). In a statement yesterday, Lamb Weston said Craps would “help unlock the company’s potential and performance, with a particular focus on board leadership, M&A, governance, oversight, international market execution and the company’s long-term str ...

Core Viewpoint - Lamb Weston (LW) presents a strong turnaround opportunity following a significant investment cycle, with the stock currently trading near conservative expectations and previous levels [1]. Company Analysis - The company has undergone a substantial investment cycle, which is expected to yield positive results in the near future [1]. - The current stock price reflects conservative market expectations, indicating potential for growth as the company continues its recovery [1]. Industry Context - The analysis is part of a broader research effort that includes various sectors such as commodities, technology, and emerging markets, showcasing the analyst's diverse expertise [1].

Core Viewpoint - Douglas Lane & Associates sold 65,461 shares of Lamb Weston Holdings for an estimated $3.85 million, reflecting a strategic move in response to market conditions and portfolio management [2][3][11] Company Overview - Lamb Weston Holdings generates revenue primarily through sales of frozen potato products, with a total revenue of $6.47 billion and a net income of $392.30 million [5][9] - The company has a dividend yield of 3.5% and its shares were priced at $44.32 as of January 21, 2026 [5] Recent Performance - In the latest quarter, Lamb Weston reported a 1% year-over-year increase in net sales to $1.62 billion, with net income turning positive at $62.1 million compared to a loss of $36.1 million a year earlier [11] - The company reiterated its full-year guidance, targeting sales between $6.35 billion and $6.55 billion, and adjusted EBITDA of up to $1.20 billion, alongside a 3% increase in quarterly dividends [11] Market Position - As of January 21, shares of Lamb Weston were down 27.5% over the past year, significantly underperforming the S&P 500 by 41.14 percentage points [4][11] - The decline in share price is attributed to pricing pressure, customer concessions, and uneven international utilization, impacting market sentiment [12] Holdings and Transactions - Following the sale, Douglas Lane held 1,213,884 shares of Lamb Weston valued at $50.85 million, with the position's value decreasing by $23.45 million over the period due to both sales and price changes [3][7]

I gave a hold rating to Lamb Weston Holdings ( LW ) in late 2024, as I saw no visible upside in the near term that could turn the sentiment around. Things have changed after aI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic value an ...

Core Viewpoint - The sentiment around Lamb Weston Holdings (LW) has shifted positively, leading to a reassessment of its investment potential after a previously held "hold" rating due to lack of visible upside in the near term [1] Company Analysis - Lamb Weston Holdings was previously rated as a "hold" in late 2024, indicating no immediate growth prospects were identified [1] - The company is recognized for its long-term growth potential, aligning with value investing principles [1] Investment Strategy - The investment approach emphasizes acquiring quality companies at a discount to their intrinsic value and maintaining them for long-term earnings and shareholder returns [1]

Core Thesis - Lamb Weston Holdings, Inc. is viewed as a compelling value play in the consumer staples sector, transitioning from high-growth expansion to tactical margin management and operational refinement [2] Financial Performance - As of January 13th, Lamb Weston shares were trading at $41.87, with trailing and forward P/E ratios of 15.01 and 13.95 respectively [1] - The company experienced an 8% contraction in price/mix but achieved an 8% increase in sales volume, indicating strong demand and solid customer partnerships [3] Market Position and Strategy - Lamb Weston is a Tier 1 global potato supplier to major quick-service restaurants, leveraging its market position to support partners amid consumer affordability concerns and changing trade policies [2] - The stock's recent decline from approximately $66 to $41 is seen as a market overreaction to management's guidance for 2026, despite competitive pressures from Canadian private-label producers and established peers [4] Operational Initiatives - The completion of major capital investment cycles and the "Focus to Win" initiative is expected to yield at least $250 million in savings by 2027, aiding in margin recovery as economic conditions improve [5] Investment Appeal - With a high free cash flow yield and recent dividend increases, Lamb Weston presents an attractive risk-reward profile for investors seeking to capitalize on the potential rerating of a leading company at a discounted entry point [6]

Company Overview - Lamb Weston Holdings, Inc. (NYSE:LW) is recognized as one of the best consumer staples dividend stocks to invest in currently [1] Financial Performance - For the quarter ended November 23, Lamb Weston reported revenue of $1.62 billion, exceeding expectations of $1.59 billion [5] - Adjusted earnings were 69 cents per share, surpassing the estimate of 65 cents [5] - The company maintained its annual revenue forecast at $6.35 billion to $6.55 billion, which is below the consensus estimate of $6.52 billion [5] Market Sentiment - Barclays has cut its price target for Lamb Weston from $68 to $55 while maintaining an Overweight rating, citing that the recent 26% selloff in the stock was overdone [2] - Despite a strong first-half fiscal 2026 EBITDA performance, the company did not raise its guidance, leading to investor frustration [2][3] Industry Context - The broader french fry industry outlook remains positive, despite challenges such as ongoing inflation and trade uncertainties affecting consumer spending [2][4] - International sales increased by 4% year over year in the second quarter, while North American sales remained flat at $1.07 billion [4]

Core Insights - Lamb Weston Holdings, Inc. (LW) is restructuring its global manufacturing footprint by closing its Munro facility in Argentina and shifting production for Latin America to a newer plant in Mar del Plata, alongside temporarily curtailing a production line in the Netherlands to manage costs and improve operational efficiency [1][6]. Group 1: Strategic Initiatives - The changes align with Lamb Weston's "Focus to Win" strategy, which emphasizes executional discipline, cost savings, and prioritizing markets and assets [2]. - The company is actively working to balance supply and demand across its manufacturing network, particularly outside North America [2]. Group 2: Market Conditions - International operations are facing challenges, including softer restaurant traffic and pricing pressure in Europe due to a strong potato crop and increased industry capacity [3]. - The temporary curtailment of the Netherlands production line is part of efforts to address underutilization and manage inventories while maintaining service levels [3]. Group 3: Financial Performance - Lamb Weston is navigating a mixed operating environment, with rising volumes supported by customer wins and share gains, but facing pricing and mix pressures that impact profitability [4]. - The company is focused on improving manufacturing efficiency, procurement, and overhead while remaining flexible in a volatile demand environment [4]. Group 4: Conclusion - The announced plant closure and capacity curtailment reflect Lamb Weston's commitment to execution and cost control amid uneven international conditions, aiming to streamline its manufacturing footprint and invest in newer assets for long-term sustainable growth [5]. - Over the past six months, shares of LW have decreased by 19.6%, compared to a 19.2% decline in the industry [5].

Core Viewpoint - Lamb Weston Holdings, Inc. is consolidating its production in Latin America by closing its Munro plant in Argentina and moving operations to a new facility in Mar del Plata, Argentina, as part of a strategy to improve profitability and operational efficiency [1][2]. Group 1: Strategic Actions - The closure of the Munro plant is part of a broader strategy aimed at enhancing operational efficiency and managing costs across the supply chain [2]. - The company plans to temporarily curtail a production line in the Netherlands in addition to the Munro closure [3]. - These actions align with the company's "Focus to Win" strategy, which emphasizes prioritizing markets, strengthening customer partnerships, and fostering innovation [4]. Group 2: Employee Impact - Approximately 100 employees will be affected by the closure of the Munro plant and will receive severance packages in accordance with local regulations [3]. Group 3: Company Overview - Lamb Weston is a leading supplier of frozen potato products, with a history of 75 years in the industry, focusing on innovation and customer partnerships [5].