Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LW
HoldPremium GrowerLamb Weston Holdings, Inc. · Consumer Defensive · United States · $7.6B · Avg Vol: $61M/d
COMPANY DESCRIPTION
Lamb Weston Holdings, Inc. is a leading global producer and marketer of value-added frozen potato products, primarily supplying foodservice operators and retailers worldwide. The company's competitive moat is built on its extensive processing capabilities, strong brand presence, and deep customer relationships, particularly with major restaurant chains. Lamb Weston benefits from significant economies of scale and geographic reach in a consolidated global market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.1B | 5.4B | 6.5B | 6.5B | 6.6B | 12.7% | 6.6B | 6.5B | 6.6B | 0.1% |
| EPS | 1.38 | 6.98 | 5.01 | 2.51 | 2.09 | 10.9% | 2.08 | 2.10 | 2.34 | 5.9% |
| Shares | 144.1M | 145.7M | 143.7M | 139.2M | 137.5M | -4.6% | 137.5M | — | — | — |
| Debt | 2.8B | 3.5B | 3.9B | 4.2B | 3.9B | 9.4% | 4.0B | — | — | — |
| Equity | 360.5M | 1.4B | 1.8B | 1.7B | 1.8B | 50.0% | — | — | — | — |
| Op CF | 418.6M | 761.7M | 798.2M | 868.3M | 942.9M | 22.5% | 942.9M | — | — | — |
| Inv CF | -310.5M | -1.3B | -984.1M | -648.0M | -380.2M | — | — | — | — | — |
| Fin CF | -363.4M | 340.8M | -48.0M | -225.0M | -569.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of LW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LW | Lamb Weston Holdings, Inc.(you) | $7.6B | 55 | Hold |
| DAR | Darling Ingredients Inc. | $10.1B | 56 | Hold |
| CPB | The Campbell's Company | $7.0B | 45 | Hold |
| INGR | Ingredion Incorporated | $6.6B | 64 | Hold |
| SJM | The J. M. Smucker Company | $14.1B | 55 | Hold |
| MKC-V | McCormick & Company, Incorporated | $14.7B | 55 | Hold |
| PPC | Pilgrim's Pride Corporation | $7.5B | 41 | Hold |
| HRL | Hormel Foods Corporation | $11.9B | 45 | Hold |
| CAG | Conagra Brands, Inc. | $7.7B | 36 | Hold |
| MZTI | The Marzetti Company | $3.1B | 53 | Hold |
Peer medians: ROE 9.2% · P/E 19.9x · Gross margin 35.5%