Lamb Weston (LW)
Consumer Staples · Frozen potato products manufacturing and foodservice supply
Lamb Weston is a leading supplier of frozen potato products and specialty potatoes to foodservice, retail, and industrial customers globally.
What Lamb Weston does
Lamb Weston Holdings, Inc. manufactures and sells frozen potato products including french fries, tater tots, hash browns, and specialty potato products to foodservice operators, retailers, and food manufacturers. The company operates processing facilities across multiple regions and serves major quick-service restaurants, casual dining chains, foodservice distributors, and retail grocery stores. It generates revenue through the sale of branded and private-label frozen potato products, with distribution to domestic and international markets.
Themes: ["Frozen potato products","Foodservice distribution","Retail grocery channels","Food processing and manufacturing","QSR (quick-service restaurant) supply"]
Fundamentals
- Price$45.24 as of 2026-07-09 close
- Market cap$6.3B as of 2026-07-10
- 1-year return-11.7% as of 2026-07-09 close
- P/E21.04 as of 2026-07-10
- Net margin+4.6% as of 2026-07-10
- Gross margin+20.7% as of 2026-07-10
- ROE+16.9% as of 2026-07-10
- Debt / equity2.19 as of 2026-07-10
- Revenue growth (YoY)+2.0% as of 2026-07-10
- Revenue CAGR (3y)+9.8% SEC XBRL
- Beta0.48 as of 2026-07-10
Dividend: yield +3.4%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Significant exposure to commodity potato price fluctuations and agricultural input costs, impacting gross margins","Heavy dependence on a concentrated customer base including major quick-service restaurant chains whose purchasing decisions directly affect revenue and volumes","Rising operating costs including labor, energy, and transportation expenses that may not be fully passed through to customers in competitive market conditions"]
Competitors & peers
- McCain Foods
- Simplot (J.R. Simplot Company)
- Ore-Ida (Heinz subsidiary)
- Conagra Brands (frozen potato products)
- Pictsweet Farms
- Farm Frites
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.