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Lamb Weston/$LW

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About Lamb Weston

Lamb Weston is North America's largest and the world's second-largest producer of branded and private-label frozen potato products, both by volume and value. The company's portfolio is anchored by french fries, but it also sells sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. Roughly two thirds of revenue comes from its home market of North America, with none of the other 100 countries the company sells into representing a significant share. McDonald's is Lamb Weston's single-largest customer at 15% of fiscal 2025 sales, with no other company representing more than 10%. Lamb Weston became an independent company in 2016 when it was spun off from Conagra.
Ticker
$LW
Primary listing
NYSE
Employees
10,000

Lamb Weston Metrics

BasicAdvanced
$7.6B
30.07
$1.83
0.47
$1.51
2.76%

What the Analysts think about Lamb Weston

Analyst ratings (Buy, Hold, Sell) for Lamb Weston stock.
Analyst projections of the future price of Lamb Weston stock.

Bulls say / Bears say

North America is showing durable momentum: first-quarter sales volume rose 7% for the seventh consecutive quarter, while segment adjusted EBITDA increased 11%. Lamb Weston attributes this to customer wins, share gains and strong retention. (Lamb Weston, SEC)
After a first quarter above expectations, Lamb Weston raised its fiscal 2027 outlook: it now expects low-single-digit sales growth and adjusted EPS of $3.05–$3.35. A higher forecast points to improving earnings momentum if the company delivers. (Lamb Weston, The Wall Street Journal)
Higher plant utilisation and the cost-savings programme could help protect margins: North American utilisation rose about 10 percentage points, and Lamb Weston exceeded $100 million in savings in fiscal 2026 towards its $250 million annualised run-rate goal by fiscal 2028. (Lamb Weston, Lamb Weston)
International remains a clear weak spot: first-quarter segment sales fell 8%, including a 6% volume decline, while EMEA faced difficult market conditions. The company is closing its Dutch plant to rebalance production, highlighting the scale of the problem. (SEC, Lamb Weston)
Inflation could eat into the recovery: Lamb Weston reported pressure across key inputs and freight, while heat and dry conditions have hurt Europe’s potato crop and lifted open-market potato prices. Passing those costs on depends on how customers and competitors respond. (SEC, Just Food)
Recent volume gains have come with weaker pricing: first-quarter price/mix fell 1.8% overall, with North America down about 2% amid customer price support and a shift towards lower-margin private-label products. US quick-service restaurant traffic also fell 1%, making it harder to rebuild pricing power. (SEC, Lamb Weston Holdings, Inc. (LW) Earnings Call Transcript)
Data summarised monthly by Lightyear AI. Last updated on 2 Nov 2026.

Lamb Weston Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Lamb Weston Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
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