Lamb Weston
About: 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 14% of fiscal 2024 sales, with no other company representing more than 10%. Lamb Weston became an independent company in 2016 when it was spun off from Conagra.
Employees: 10,700
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
80% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 9 (+4) [Q4]
23% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 95
13% more capital invested
Capital invested by funds: $8.4B [Q3] → $9.49B (+$1.09B) [Q4]
9.35% more ownership
Funds ownership: 90.26% [Q3] → 99.61% (+9.35%) [Q4]
1% more funds holding
Funds holding: 675 [Q3] → 683 (+8) [Q4]
3% less call options, than puts
Call options by funds: $499M | Put options by funds: $513M
18% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 252
Research analyst outlook
We haven’t received any recent analyst ratings for LW.
Financial journalist opinion
Based on 9 articles about LW published over the past 30 days
Negative
Zacks Investment Research
2 hours ago
Lamb Weston Q3 Earnings on Deck: Key Factors You Should Understand
LW's fiscal third-quarter results are likely to reflect the adverse impact of sluggish restaurant traffic and overcapacity in the global market.
Negative
Zacks Investment Research
1 day ago
Analysts Estimate Lamb Weston (LW) to Report a Decline in Earnings: What to Look Out for
Lamb Weston (LW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
1 week ago
Lamb Weston Holdings Announces Quarterly Dividend
EAGLE, Idaho--(BUSINESS WIRE)--The Board of Directors of Lamb Weston Holdings, Inc. (NYSE: LW) today declared a quarterly dividend of $0.37 per share of Lamb Weston common stock. The dividend is payable on May 30, 2025, to shareholders of record as of the close of business on May 2, 2025. 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.
Neutral
Seeking Alpha
2 weeks ago
Undercovered Dozen: Lamb Weston, Sunnova, Teleperformance, DiDi Global +
The 'Undercovered Dozen' series highlights articles on 12 lesser-covered stocks from the last week, offering investment ideas and fostering discussion among investors. ATCO Ltd. is recommended as a strong buy due to its defensive business, consistent cash flow, and attractive valuation with a 4.3% dividend yield. Semler Scientific is seen as a hold due to revenue decline from CMS changes, Bitcoin volatility, and the wait for FDA clearance of QuantaFlo.
Neutral
Business Wire
3 weeks ago
Lamb Weston Announces Fiscal Year 2025 Third Quarter Earnings Release Details
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) will report its fiscal 2025 third quarter results on April 3, 2025. The news release will be issued before the market opens, followed by a conference call at 10:00 a.m. ET. The webcast and accompanying materials will be available on Lamb Weston's Investor Relations page at https://investors.lambweston.com/events-and-presentations. Alternatively, participants in the U.S. and Canada may access the conference call by dialing 888-.
Positive
Seeking Alpha
3 weeks ago
Lamb Weston: Time For Recovery
Lamb Weston faces margin pressure due to lower demand, market share loss, and increased competition, yet remains a reputable supplier to major chains. Activist shareholder Jana Partners aims to improve profitability through cost-cutting, operational efficiency, and strategic changes, potentially boosting the stock price. Despite recent struggles, LW stock is attractively valued with a low P/E and P/S ratio, offering a 3% dividend yield.
Negative
Zacks Investment Research
3 weeks ago
Here's Why Lamb Weston Stock is Down More Than 30% in 3 Months
LW is battling challenges like weak demand, higher costs and intense competition, leading to a lowered outlook.
Negative
Seeking Alpha
3 weeks ago
Lamb Weston: Painful Potatoes
Lamb Weston shares have halved since mid-2023 due to declining margins and lower earnings multiples, all following high initial valuations. The company faces significant volatility and financial leverage, but current valuations appear more reasonable, offering a better long-term risk-reward proposition. Recent profit warnings and reduced guidance for 2025 highlight ongoing challenges, including market share losses and inflation pressures, leading to increased leverage.
Positive
Seeking Alpha
3 weeks ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Upto 8% (March 2025)
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields about 3.63%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.
Neutral
Accesswire
1 month ago
Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Lamb Weston Holdings, Inc. (LW) and Encourages Shareholders to Learn More About the Investigation
NEW YORK CITY, NY / ACCESS Newswire / February 14, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.
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