Lamb Weston (LW)

• Market cap: $8.05B
• 1 day: 2.94%
• 5 days: 1.67%
• 1 month: 6.34%
• 3 months: 4.43%
• 6 months: 7.72%
• Year to date: -12.57%
• 1 year: -10.84%
• 5 years: -15.32%
• 10 years: 90.37%
• Sector: Consumer Staples
• Industry: Packaged Foods

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 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.

Employees: 10,100

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]

2% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 91

6% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 217

1.8% less ownership

Funds ownership: 93.22% [Q1] → 91.41% (-1.8%) [Q2]

2% less funds holding

Funds holding: 624 [Q1] → 611 (-13) [Q2]

6% less capital invested

Capital invested by funds: $7.09B [Q1] → $6.69B (-$398M) [Q2]

12% less call options, than puts

Call options by funds: $233M | Put options by funds: $265M

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $56
• Avg. target: $62
• High target: $68

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

JP Morgan Thomas Palmer	$57	Neutral Assumed	20 Aug 2025
Barclays Andrew Lazar	$68	Overweight Maintained	25 Jul 2025
Wells Fargo Marc Torrente	$66	Overweight Maintained	24 Jul 2025
B of A Securities Peter Galbo	$56	Neutral Maintained	18 Jun 2025