Lamb Weston (LW)
Produces frozen potato products for foodservice, retail, and international customers.
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Produces, distributes, and markets frozen potato products, with French fries comprising most of the portfolio. North America and International segments serve foodservice, retail, and overseas customers.
Frozen potato products, especially French fries, are produced, distributed, and marketed for foodservice, retail, and international customers. The North America and International segments supply customers in more than 100 countries.
Product processing is aligned with restaurant back-of-house needs and customer partnerships. North America covers the United States, Canada, and Mexico, while International covers other markets; the former European joint venture became a consolidated business after the remaining interests were acquired. French fries comprise most of the portfolio, and demand relative to supply for frozen potato products and the manufacturing footprint shape the business.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 28, 2026 | Stephens | Reiterate | Rating: —Target: — | Target: $55 |
| Jul 28, 2026 | Bernstein | Reiterate | Rating: —Target: $46 | Target: $57 |
| Jul 27, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $49 | Target: $52 |
| Jul 27, 2026 | Wells Fargo | Reiterate | Rating: —Target: $54 | Target: $57 |
| Jul 27, 2026 | Stifel Nicolaus | Target | Target: $50 | Target: $52 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, May 31, 2026Cash & short-term investments $68.2M · Total debt $3.94B · Total assets $7.38B · Shareholders' equity $1.82B
- Revenue
- $1.77B
- Operating income
- $168.8M
- Net income
- $109.6M
HistoryDividendAnnual yield
| Institutions | 95.57% | 131.38M shares | |
|---|---|---|---|
| 586 holders · as of Jun 30, 2026 | |||
| Insiders | 1.60% | 2.20M shares | |
| 29 holders · as of Aug 5, 2026 | |||
| Other | 2.83% | 3.90M shares | |
| remainder | |||
137.48M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 12.30% | 16.91M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 6.67% | 9.17M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.85% | 8.04M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 5.18% | 7.11M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.36% | 6.00M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 11, 2026 | James D. Gray | officer: Chief Financial Officer | +10,000 | $40.92 |
| Apr 27, 2026 | James D. Gray | officer: Chief Financial Officer | +4,556 | $43.85 |
| Apr 13, 2026 | JANA Partners Management, LP | director, other: See Remarks | +100,000 | $42.12 |
| Apr 15, 2026 | JANA Partners Management, LP | director, other: See Remarks | +50,000 | $43.19 |
| Apr 7, 2026 | JANA Partners Management, LP | director, other: See Remarks | +136,000 | $40.89 |
- Kraft Heinz
U.S. retail frozen potatoes through Ore-Ida
- Nomad Foods
European frozen-potato retail through Belviva and related brands
- Conagra Brands
U.S. retail frozen potato and sweet-potato sides through Alexia
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lamb Weston | $45.43 | −2.02% | $6.37B | 22.3 | 15.5 | 1.0 | +5.6% |
| Kraft Heinz | $23.66 | −1.44% | $28.46B | — | 11.9 | 1.1 | −1.4% |
| Nomad Foods | $10.73 | +2.19% | $1.47B | 10.5 | 6.3 | 0.4 | −6.0% |
| Conagra Brands | $14.64 | −1.05% | $7.08B | — | 9.9 | 0.6 | +3.6% |
| Median | 10.5 | 9.9 | 0.6 | −1.4% |