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 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]
1% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 90
5% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 215
1.63% less ownership
Funds ownership: 93.22% [Q1] → 91.59% (-1.63%) [Q2]
2% less funds holding
Funds holding: 624 [Q1] → 609 (-15) [Q2]
6% less capital invested
Capital invested by funds: $7.09B [Q1] → $6.69B (-$401M) [Q2]
16% less call options, than puts
Call options by funds: $201M | Put options by funds: $239M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
JP Morgan Thomas Palmer | 1%upside $57 | Neutral Assumed | 20 Aug 2025 |
Barclays Andrew Lazar | 20%upside $68 | Overweight Maintained | 25 Jul 2025 |
Wells Fargo Marc Torrente | 16%upside $66 | Overweight Maintained | 24 Jul 2025 |
B of A Securities Peter Galbo | 1%downside $56 | Neutral Maintained | 18 Jun 2025 |
Financial journalist opinion
