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
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
80% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 9 (+4) [Q4]
28% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 94
14% more capital invested
Capital invested by funds: $8.32B [Q3] → $9.49B (+$1.17B) [Q4]
10.23% more ownership
Funds ownership: 89.38% [Q3] → 99.61% (+10.23%) [Q4]
2% more funds holding
Funds holding: 674 [Q3] → 688 (+14) [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: 207 | Existing positions reduced: 253
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Jefferies Rob Dickerson 63% 1-year accuracy 5 / 8 met price target | 40%upside $75 | Buy Maintained | 11 Apr 2025 |
Stifel Matthew Smith 72% 1-year accuracy 18 / 25 met price target | 18%upside $63 | Hold Maintained | 4 Apr 2025 |
Wells Fargo Marc Torrente 9% 1-year accuracy 1 / 11 met price target | 23%upside $66 | Overweight Maintained | 2 Apr 2025 |
Financial journalist opinion
Based on 23 articles about LW published over the past 30 days
