International Markets and Lamb Weston (LW): A Deep Dive for Investors

Core Insights - Lamb Weston reported total revenue of $1.62 billion for the quarter ending November 2025, reflecting a 1.1% increase [4] - International operations contributed $548.6 million, accounting for 33.9% of total revenue, which was a surprise of +0.32% compared to analyst expectations [5] - North America generated $1.07 billion, representing 66.1% of total revenue, with a surprise of +1.85% against consensus estimates [6] International Revenue Trends - The international revenue of $548.6 million was lower than the previous quarter's $574.7 million and the year-ago quarter's $528.8 million, indicating a slight decline in contribution [5] - For the upcoming fiscal quarter, analysts project international revenues to be $529.22 million, which would represent a 35.2% contribution to total revenues [7] - Annual revenue projections for Lamb Weston are expected to reach $6.49 billion, with international contributions estimated at $2.25 billion, or 34.7% of total revenue [8] Market Context - The reliance on international markets presents both opportunities and challenges for Lamb Weston, making the analysis of international revenue trends crucial for future forecasts [9] - The increasing interdependencies and geopolitical conflicts are factors that analysts monitor closely when adjusting earnings forecasts for companies with international exposure [10]