SummaryLamb Weston remains a Buy as its turnaround advances, with normalization and macro improvements supporting future re-rating potential.Q4 FY26 results beat expectations, with net sales of $6.612B and Adj. EBITDA of $1.147B, reflecting operational improvements and cost savings, albeit outweighed by previous pricing adjustments.FY27 guidance is cautious: net sales are up 0–1%, Adj. EBITDA $1.1–1.2B, and FCF at a trough of $380M, reflecting ongoing macro headwinds.Conservative intrinsic value is still above current levels, supporting long-term risk/reward despite near-term consumer and foodservice pressures. junce/iStock Editorial via Getty Images
Introduction The last time I covered Lamb Weston (LW), I reiterated its Buy rating, highlighting the company's turnaround efforts and significant cost-saving initiatives that should help boost their FCF while their pivot was
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AI, Satellites and Staples: Insiders Are Buying and Selling 3 Big NamesLamb Weston NYSE: LW reported higher fourth-quarter sales and continued volume growth in fiscal 2026, led by North America, while international operations faced pressure from weaker European demand, higher costs and disruption tied to the Middle East conflict.
Fourth-quarter net sales increased 6% from a year earlier, including a 7% increase in sales volume and a 2% favorable currency effect, partly offset by a 3% decline in price and mix. On a constant-currency basis, net sales rose 4%. The quarter marked Lamb Weston's sixth consecutive quarter of sales-volume growth.
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Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides“We made meaningful progress as an organization in fiscal 2026,” President and CEO Mike Smith said, pointing to the stabilization of the company’s North American business, progress on cost savings and reduced capital spending.
North America drives quarterly performance North America net sales rose 9% in the fourth quarter, as volume increased 11%, supported by customer wins, share gains, retention and an extra week in the fiscal calendar. Price and mix declined 2%, with price investments and a shift toward lower-priced channels, including chains and private label, each contributing to the decline.
5 Under-the-Radar Consumer Staples Stocks With Pricing PowerNorth American segment EBITDA increased 17%, or $45 million, in the quarter. Smith said volume growth, modest price-and-mix investment and cost savings more than offset inflation. The segment ended the fiscal year with a 26% EBITDA margin, according to Smith.
U.S. restaurant traffic was flat during the quarter, based on Circana Crest data cited by Chief Financial Officer Jim Gray. Quick-service restaurant traffic was also flat, as 3% growth in quick-service chicken traffic was largely offset by a 4% decline in quick-service burger traffic.
Smith said the company extended several large customer contracts during the year, supported customer rollouts and introduced higher-margin limited-time offers. He also said Lamb Weston’s U.S. net promoter score rose from the prior year and was the highest among major competitors, according to the company’s proprietary research.
For the full fiscal year, North America net sales increased 3%, with a 9% volume increase partly offset by a 6% price-and-mix decline. The company said the 53rd week in fiscal 2026 added $86 million to annual North American sales.
International business faces EMEA headwinds International net sales declined 2% in the fourth quarter. Sales volume fell 2% and price and mix declined 4%, while currency provided a partial offset. Growth in Asia-Pacific and Latin America was more than offset by conditions in Europe, the Middle East and Africa, including shipment disruption and higher freight costs resulting from the Middle East conflict.
Gray said quick-service traffic declined 2% in the U.K. and France and 1% in Italy during the quarter, while traffic rose slightly in Germany and Spain. The company also faced higher raw potato costs, lower fixed-cost absorption amid slower European demand and higher freight expenses.
For the full year, international sales increased 1%, aided by a 5% currency benefit and 2% volume growth, particularly in Asia-Pacific and Latin America. Price and mix declined 6%. On a constant-currency basis, international sales declined 4%.
International EBITDA declined for the year due to lower organic sales in a competitive environment and higher manufacturing costs. The higher costs included write-offs of excess potatoes, lower utilization at international plants and startup expenses at the company’s Argentina facility.
Lamb Weston temporarily curtailed a line in the Netherlands during the fourth quarter and announced plans in June to close an older plant in Broekhuizenvorst, Netherlands. Smith said the facility represents about 10% of EMEA production capacity. He said the closure is expected to improve utilization by roughly 10 percentage points, moving utilization into the high-80% to low-90% range.
Executive Chair Jan Craps said the company is conducting a broader strategic review of its international footprint, evaluating country clusters, profit pools, resource allocation and potential roles for mergers and acquisitions, partnerships or divestitures. “Technically, everything is on the table,” Craps said in response to an analyst question, adding that more details are expected at an investor day planned for early calendar 2027.
Cash flow, cost savings and shareholder returns Full-year adjusted EBITDA declined 9%, as international challenges only partly offset gains in North America. The extra week added $29 million in adjusted EBITDA for the year.
The company generated $943 million of operating cash flow, up $75 million from the prior year, helped by $55 million of favorable working-capital changes. Capital expenditures fell by more than $240 million year over year to $410 million, resulting in free cash flow of $537 million.
Lamb Weston returned $321 million to shareholders during fiscal 2026, including $208 million in cash dividends and $113 million in share repurchases. The company repurchased $63 million of stock during the fourth quarter. It also declared a quarterly dividend of $0.38 per share, payable Sept. 4.
At year-end, the company had approximately $1.3 billion available under its revolving credit facility. Net debt was $3.8 billion, and its net debt-to-adjusted EBITDA leverage ratio was 3.4 times on a trailing 12-month basis.
Smith said the company exceeded its first-year cost-savings milestone under a program targeting at least $250 million in annualized run-rate savings by the end of fiscal 2028. The first-year target had been $100 million. Savings have come from supply-chain improvements, lower manufacturing cost per pound and reduced selling, general and administrative expenses, he said.
Fiscal 2027 outlook For fiscal 2027, Lamb Weston expects net sales ranging from flat to up 1% compared with a 52-week adjusted fiscal 2026 sales base of $6.5 billion. The company forecast adjusted operating income of $720 million to $800 million, adjusted EBITDA of $1.1 billion to $1.2 billion and adjusted earnings per share of $2.95 to $3.25, compared with adjusted EPS of $2.90 for the comparable 52-week fiscal 2026 period.
The outlook assumes flat global restaurant traffic. Gray said lower raw potato costs, further supply-chain savings, higher utilization and the absence of prior-year potato write-offs and Argentina startup costs are expected to be largely offset by inflation in other inputs.
North America sales are expected to range from flat to up low single digits on a comparable-week basis, with low-single-digit volume growth and a low-single-digit price-and-mix decline. International sales are expected to decline by low single digits, reflecting competitive conditions in EMEA, while international EBITDA is projected to improve 40% to 50% as prior-year charges are lapped. First-quarter fiscal 2027 sales are expected to be flat and EBITDA is expected to decline by the low teens before earnings growth accelerates through the remainder of the year. The company expects operating cash flow of $750 million to $800 million and capital expenditures of approximately $380 million to $410 million in fiscal 2027. On an accrual basis, it expects investments of up to $350 million as it applies tighter capital-allocation discipline.
About Lamb Weston (NYSE:LW)Lamb Weston, traded on the NYSE under the symbol LW, is a leading global processor and supplier of frozen potato products. The company's portfolio includes a variety of potato-based items such as French fries, potato wedges, hash browns and specialty cuts tailored to the foodservice and retail grocery channels. Lamb Weston serves quick-service restaurants, full-service operators, grocery chains and food distributors, offering customized product formats, packaging solutions and seasoning options to meet evolving customer demands.
Founded in 1950 and headquartered in Eagle, Idaho, Lamb Weston has grown from a regional processor into one of the world's largest producers of frozen potato products.
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Lamb Weston Holdings, Inc. (LW) Q4 2026 Earnings Call July 24, 2026 9:00 AM EDT
Company Participants
Debbie Hancock - Vice President of Investor Relations
Jan Eli B. Craps - Executive Chair
Mike Smith - President, CEO & Director
James Gray - Chief Financial Officer
Conference Call Participants
Andrew Lazar - Barclays Bank PLC, Research Division
Peter Galbo - BofA Securities, Research Division
Thomas Palmer - JPMorgan Chase & Co, Research Division
Max Andrew Gumport - BNP Paribas, Research Division
Scott Marks - Jefferies LLC, Research Division
Presentation
Operator
Good day, and welcome to the Lamb Weston Fourth Quarter and Full Year Fiscal 2026 Earnings Call. Today's call is being recorded. At this time, I'd like to turn the call over to Debbie Hancock. Please go ahead.
Debbie Hancock
Vice President of Investor Relations
Thank you. Good morning, and thank you for joining us for Lamb Weston's Fourth Quarter and Full Year Fiscal 2026 Earnings Call. I'm Debbie Hancock, Lamb Weston's Vice President of Investor Relations. Earlier today, we issued our press release and posted slides that we will use for our discussion today. You will find both on our website at lambweston.com.
Please note that during our remarks, we will make forward-looking statements about the company's expected performance that are based on our current expectations. Actual results may differ materially due to risks and uncertainties. Please refer to the cautionary statements and risk factors contained in our SEC filings for more details on our forward-looking statements.
Some of today's remarks include non-GAAP financial measures. These non-GAAP financial measures should not be considered a replacement for and should be read together with our GAAP results. You can find the GAAP to non-GAAP reconciliations in our earnings release in the appendix to our presentation. Joining me today are Jan Craps, Executive Chair; Mike Smith, President and CEO; and Jim Gray, Chief Financial Officer.
Key Takeaways Lamb Weston's fiscal Q4 sales rose 6% as volume grew 7% for a sixth consecutive quarter.North America sales climbed 9% on contract wins, share gains, retention and an extra week.Fiscal 2027 sales are seen flat to up 1%, with adjusted EPS projected at $2.95-$3.25. Lamb Weston Holdings, Inc. (LW - Free Report) reported solid fourth-quarter fiscal 2026 results, wherein both top and bottom lines beat the Zacks Consensus Estimate. While net sales increased, earnings decreased from the year-ago period’s actuals.
LW’s adjusted earnings were 87 cents per share, down 5% year over year. However, the bottom line beats the Zacks Consensus Estimate of 62 cents.
Net sales amounted to $1,770.1 million, beating the Zacks Consensus Estimate of $1,701 million. The top line increased 6% year over year, driven by a 7% increase in sales volume, a 2% favorable currency impact and the benefit of an extra week, partially offset by a 3% decline in price/mix. Sales volume increased for the sixth consecutive quarter. Our model suggested a volume increase of 1.9% in the quarter.
LW’s Quarterly Results: Key Metrics & InsightsAdjusted gross profit decreased 0.2% year over year to $342.9 million. The adjusted gross margin decreased 110 basis points (bps) to 19.4%. Our model projected adjusted gross margin contraction of about 220 basis points to 18.4%.
Adjusted SG&A expenses were up 11.1% to $163.5 million from $147.1 million reported in the year-ago quarter. As a percentage of sales, the same increased 40 bps to 9.2%.
Adjusted EBITDA declined 2% to $287.6 million, while adjusted EBITDA margin contracted 130 bps to 16.2%.
LW Provides Q4 Insights by SegmentNet sales for the North America segment increased 9% to $1,206.2 million compared with the prior-year quarter, driven by 11% sales volume growth, marking the sixth consecutive quarter of volume growth. This increase was fueled by customer contract wins, market share gains, strong customer retention and the benefit of an additional week. The segment’s price/mix declined 2%, reflecting modest pricing and trade support for customers, as well as an ongoing mix shift toward faster-growing chain customers and private-label products.
The North America segment adjusted EBITDA increased 17% to $304.7 million, driven by higher sales volumes and lower manufacturing costs per pound, reflecting operating leverage from cost savings initiatives and improved manufacturing efficiencies. These benefits more than offset inflationary pressures, unfavorable price/mix and higher operating expenses.
Net sales for the International segment declined 2% to $563.9 million, reflecting a 2% decrease in sales volume and a 4% decline in price/mix, partially offset by a favorable foreign currency impact. Growth in Asia Pacific and Latin America, along with the benefit of an additional week, was more than offset by challenging market conditions in EMEA, including the impact of the Middle East conflict that began early in the fourth quarter of fiscal 2026.
International segment adjusted EBITDA fell 81% to $11.8 million, primarily due to lower net sales, higher manufacturing costs per pound and increased operating expenses.
Lamb Weston’s Financial Health SnapshotThe company ended the quarter with cash and cash equivalents of $68.2 million, long-term debt and financing obligations (excluding the current portion) of $3,595.2 million and total shareholders’ equity of $1,824.9 million.
Lamb Weston generated $942.9 million as net cash from operating activities for fiscal 2026, wherein capital expenditures amounted to $410.1 million.
In the fourth quarter of fiscal 2026, Lamb Weston returned $116 million to its shareholders through cash dividends and stock repurchases.
On July 23, management declared a quarterly dividend of 38 cents per share, payable on Sept. 4, to its shareholders of record as of Aug. 7, 2026.
What to Expect From LW in FY27?For fiscal 2027, Lamb Weston expects net sales to be flat to 1% growth over the adjusted fiscal 2026 52-week base of $6.5 billion. The company expects adjusted EBITDA to be between $1.1 billion and $1.2 billion, while adjusted EPS is projected at $2.95 to $3.25, compared with $3.01 in fiscal 2026. Capital expenditures are expected to be $380 million to $410 million.
LW’s Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have gained 13.5% in the past three months compared with the industry’s 5.8% growth.
Image Source: Zacks Investment Research
Stocks to ConsiderUnited Natural Foods, Inc. (UNFI - Free Report) distributes natural, organic, specialty, produce and conventional grocery and non-food products in the United States and Canada. At present, United Natural sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for United Natural’s current fiscal-year earnings implies growth of 254.9% from the year-ago figures. UNFI delivered a trailing four-quarter earnings surprise of 29.9%, on average.
Mama's Creations, Inc. (MAMA - Free Report) manufactures and markets fresh deli-prepared foods in the United States. At present, MAMA holds a Zacks Rank of 2 (Buy). Mama's Creations delivered a trailing four-quarter earnings surprise of 129.2%, on average.
The consensus estimate for Mama's Creations’ current fiscal-year sales and earnings implies growth of 30% and 73.3%, respectively, from the year-ago figures.
Hormel Foods Corporation (HRL - Free Report) develops, processes and distributes various meat, nuts and other food products to foodservice, convenience store and commercial customers in the United States and internationally. It carries a Zacks Rank of 2 at present. HRL delivered a trailing four-quarter earnings surprise of 3.2%, on average.
The Zacks Consensus Estimate for Hormel Foods’ current fiscal-year sales and earnings indicates growth of 1.4% and 9.5%, respectively, from the prior-year reported levels.
The Board of Directors of Lamb Weston Holdings, Inc. (NYSE: LW) has declared a quarterly dividend of $0.38 per share of Lamb Weston common stock. The dividend
Lamb Weston (LW - Free Report) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.87 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +40.32%. A quarter ago, it was expected that this frozen foods supplier would post earnings of $0.61 per share when it actually produced earnings of $0.72, delivering a surprise of +18.03%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Lamb Weston, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $1.77 billion for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 4.05%. This compares to year-ago revenues of $1.68 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Lamb Weston shares have added about 17.4% since the beginning of the year versus the S&P 500's gain of 8.2%.
What's Next for Lamb Weston?While Lamb Weston has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Lamb Weston was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.62 on $1.61 billion in revenues for the coming quarter and $3.10 on $6.35 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Food - Miscellaneous is currently in the bottom 16% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Post Holdings (POST - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This cereal maker is expected to post quarterly earnings of $1.63 per share in its upcoming report, which represents a year-over-year change of -19.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Post Holdings' revenues are expected to be $2.02 billion, up 1.8% from the year-ago quarter.
Lamb Weston (LW - Free Report) reported $1.77 billion in revenue for the quarter ended May 2026, representing a year-over-year increase of 5.6%. EPS of $0.87 for the same period compares to $0.87 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.7 billion, representing a surprise of +4.05%. The company delivered an EPS surprise of +40.32%, with the consensus EPS estimate being $0.62.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Lamb Weston performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Pricing/Mix- Consolidated: -3% versus -5.8% estimated by two analysts on average.Pricing/Mix- North America: -2% compared to the -5% average estimate based on two analysts.Volume- International: -2% compared to the -3% average estimate based on two analysts.Volume- North America: 11% compared to the 3% average estimate based on two analysts.Volume- Consolidated: 7% compared to the -4% average estimate based on two analysts.Pricing/Mix- International: -4% versus -7.5% estimated by two analysts on average.Geographic Sales- International: $563.9 million compared to the $551.27 million average estimate based on three analysts. The reported number represents a change of -1.5% year over year.Geographic Sales- North America: $1.21 billion versus the three-analyst average estimate of $1.15 billion. The reported number represents a year-over-year change of +9.4%.View all Key Company Metrics for Lamb Weston here>>>
Shares of Lamb Weston have returned +10.1% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Bank of New York Mellon Corp reduced its position in shares of Lamb Weston (NYSE:LW – Free Report) by 11.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,201,497 shares of the specialty retailer’s stock after selling 155,235 shares during the period. Bank of New York Mellon Corp owned 0.87% of Lamb Weston worth $50,775,000 at the end of the most recent reporting period.
Several other hedge funds have also recently added to or reduced their stakes in the business. Arnhold LLC increased its stake in shares of Lamb Weston by 710.2% during the fourth quarter. Arnhold LLC now owns 38,217 shares of the specialty retailer’s stock worth $1,601,000 after purchasing an additional 33,500 shares during the period. Dana Investment Advisors Inc. boosted its stake in Lamb Weston by 44.8% in the 4th quarter. Dana Investment Advisors Inc. now owns 89,991 shares of the specialty retailer’s stock valued at $3,770,000 after purchasing an additional 27,835 shares during the period. SG Americas Securities LLC boosted its stake in Lamb Weston by 2,682.3% in the 4th quarter. SG Americas Securities LLC now owns 801,708 shares of the specialty retailer’s stock valued at $33,584,000 after purchasing an additional 772,893 shares during the period. Texas Yale Capital Corp. acquired a new position in Lamb Weston in the 4th quarter valued at $1,264,000. Finally, Assenagon Asset Management S.A. acquired a new position in Lamb Weston in the 4th quarter valued at $5,900,000. Institutional investors own 89.56% of the company’s stock.
Wall Street Analysts Forecast Growth LW has been the subject of a number of research reports. Barclays lifted their target price on Lamb Weston from $46.00 to $50.00 and gave the stock an “overweight” rating in a report on Tuesday. Deutsche Bank Aktiengesellschaft decreased their price target on shares of Lamb Weston from $46.00 to $40.00 and set a “hold” rating on the stock in a research note on Monday, March 30th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Lamb Weston in a research report on Wednesday, July 8th. Stifel Nicolaus dropped their price objective on shares of Lamb Weston from $50.00 to $45.00 and set a “hold” rating for the company in a research note on Thursday, April 2nd. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Lamb Weston from $43.00 to $48.00 and gave the company a “neutral” rating in a report on Thursday, July 9th. Three research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $49.27.
Get Our Latest Research Report on Lamb Weston
Lamb Weston Stock Up 2.4% LW stock opened at $49.17 on Friday. The company has a market cap of $6.79 billion, a PE ratio of 22.98, a price-to-earnings-growth ratio of 6.37 and a beta of 0.47. The business has a 50-day simple moving average of $44.62 and a 200 day simple moving average of $44.22. Lamb Weston has a 52 week low of $37.62 and a 52 week high of $67.07. The company has a quick ratio of 0.69, a current ratio of 1.46 and a debt-to-equity ratio of 1.99.
Lamb Weston Profile (Free Report)
Lamb Weston, traded on the NYSE under the symbol LW, is a leading global processor and supplier of frozen potato products. The company’s portfolio includes a variety of potato-based items such as French fries, potato wedges, hash browns and specialty cuts tailored to the foodservice and retail grocery channels. Lamb Weston serves quick-service restaurants, full-service operators, grocery chains and food distributors, offering customized product formats, packaging solutions and seasoning options to meet evolving customer demands.
Founded in 1950 and headquartered in Eagle, Idaho, Lamb Weston has grown from a regional processor into one of the world’s largest producers of frozen potato products.
Further Reading Five stocks we like better than Lamb Weston Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market Want to see what other hedge funds are holding LW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Lamb Weston (NYSE:LW – Free Report).
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EAGLE, Idaho--(BUSINESS WIRE)--The Board of Directors of Lamb Weston Holdings, Inc. (NYSE: LW) has declared a quarterly dividend of $0.38 per share of Lamb Weston common stock. The dividend is payable on September 4, 2026, to stockholders of record as of the close of business on August 7, 2026. About Lamb Weston Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For more than 75 years, Lamb Weston has led the industry in innovation, introd.
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today its fiscal fourth quarter and full year 2026 results and provided its fiscal 2027 outlook. “This past year marked an important inflection point for our Company,” said Mike Smith, Lamb Weston president and CEO. “We overdelivered on our financial guidance with solid performance in sales and profitability, led by volume growth in North America. While disruption in the Middle East and input cost inflation have impa.
The french-fry maker logged higher sales in its fiscal fourth quarter, as volume growth in North America helped offset continued cost inflation and geopolitical volatility, which weighed on international sales.
From a technical perspective, Lamb Weston (LW - Free Report) is looking like an interesting pick, as it just reached a key level of support. LW recently overtook the 200-day moving average, and this suggests a long-term bullish trend.
The 200-day simple moving average helps traders and analysts determine overall long-term market trends for stocks, commodities, indexes, and other financial instruments. The indicator moves higher or lower along with longer-term price moves, serving as a support or resistance level.
Over the past four weeks, LW has gained 5%. The company is currently ranked a Zacks Rank #3 (Hold), another strong indication the stock could move even higher.
Looking at LW's earnings estimate revisions, investors will be even more convinced of the bullish uptrend. There have been 3 higher compared to none lower for the current fiscal year, and the consensus estimate has moved up as well.
Investors may want to watch LW for more gains in the near future given the company's key technical level and positive earnings estimate revisions.
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Lamb Weston (LW) To Contact Him Directly To Discuss Their Options
If you are a long-term stockholder in Lamb Weston and would like to discuss your legal rights, contact Bragar Eagel & Squire partners Brandon Walker or Melissa Fortunato by email at [email protected] or by telephone at (212) 355-4648.
Click here to participate in the action.
NEW YORK, July 22, 2026 (GLOBE NEWSWIRE) --
What’s Happening:
Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Lamb Weston Holdings, Inc. (NYSE:LW) on behalf of long-term stockholders following a class action complaint that was filed against Lamb Weston on June 13, 2024 with a Class Period from July 25, 2023 to April 3, 2024. Our investigation concerns whether the board of directors of Lamb Weston have breached their fiduciary duties to the company.
Details:
The complaint alleged that, throughout the Class Period, Defendants made numerous material misrepresentations and omissions regarding the design and implementation of Lamb Weston’s new ERP system. Specifically, throughout the Class Period, (1) Defendants represented that, through the design of the Company’s new ERP system, Lamb Weston had “strengthen[ed] [its] operational infrastructure.” (2) The Company also downplayed any issues it experienced with the implementation of the system as merely “usual bumps,” and told investors that its financial guidance for fiscal 2024 appropriately accounted for any negative financial impact associated with the system’s deployment.
The complaint further alleged that the truth emerged on April 4, 2024, when Lamb Weston reported financial results for its fiscal third quarter 2024, and disclosed significant problems with its transition to the new ERP system. Those problems caused Lamb Weston to lose over $130 million in sales during the third quarter and led the Company to significantly reduce its sales guidance for its full fiscal year. The unsuccessful ERP transition resulted in Lamb Weston’s “reduced visibility into finished goods inventory at [ ] distribution centers,” which negatively impacted the Company’s ability to fulfill customer orders, resulting in shipment delays and cancelled orders. In total, Lamb Weston’s disastrous ERP system roll-out negatively impacted the Company’s net sales by $135 million, net income by $72 million, and adjusted earnings before interest, taxes, depreciation, and amortization by $95 million. Lamb Weston also cut its sales guidance range for fiscal 2024 by $330 million, at the midpoint. The Company disclosed that it expected sales volumes in its fiscal fourth quarter 2024 to be negatively impacted by some customers that were affected by Lamb Weston’s botched ERP transition, as those customers turned to Lamb Weston’s competitors to meet their needs. As a result of these disclosures, the price of Lamb Weston stock declined by $19.59 per share, or over 19%.
Next Steps:
If you are a long-term stockholder of Lamb Weston, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Melissa Fortunato by email at [email protected], by telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you.
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Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California. The firm represents individual and institutional investors in securities, derivative, and commercial litigation as well as individuals in consumer protection and data privacy litigation. The firm has a nationwide practice and routinely handles cases in both federal and state courts. For more information about the firm, please visit www.bespc.com. Attorney advertising. Prior results do not guarantee similar outcomes.
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As the latest earnings season unfolds, investor attention is once again turning toward the Consumer Staples sector, a defensive corner of the market that has historically demonstrated resilience during periods of economic uncertainty.
Companies in this space continue to benefit from relatively stable demand for everyday essentials, including packaged foods, beverages, household products and personal-care items. Although consumers remain selective with their spending, staple categories have generally held up well, supported by strong brands, broad distribution networks and the non-discretionary nature of their products.
According to the latest Zacks Earnings Outlook, the Consumer Staples sector is expected to witness 1.5% earnings growth this earnings cycle, with revenues likely to advance 4.8%.
Cost Pressures & Value-Seeking Trends Likely to Shape ResultsThis earnings season, investors will closely assess how companies are balancing persistent cost pressures with evolving consumer behavior. While inflation has moderated from its recent peaks, commodity costs remain elevated across several categories, including cocoa, edible oils, energy and transportation.
Geopolitical uncertainty and tariff-related costs continue to create volatility across global supply chains. Many companies have responded by strengthening sourcing strategies, improving manufacturing efficiency, optimizing product portfolios and intensifying productivity initiatives to protect profitability.
Another key theme is the industry's shift from relying primarily on pricing to generating more balanced growth through innovation, distribution expansion and volume recovery. Consumer demand has become increasingly value-oriented, prompting companies to emphasize affordable pack sizes, premium innovations with differentiated value propositions and greater exposure to fast-growing channels such as club stores, convenience outlets and e-commerce.
At the same time, disciplined inventory management, operational improvements and targeted marketing investments are helping many consumer staple companies maintain healthy margins despite a challenging operating backdrop.
Finding Potential Earnings WinnersPinpointing stocks that may outperform earnings expectations can be challenging, but the Zacks methodology helps streamline the selection process. Using the Zacks Stock Screener, we have identified several consumer staple stocks that appear favorably positioned to exceed the Zacks Consensus Estimate this earnings season.
Our research shows that for stocks with the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), the chance of an earnings surprise is as high as 70%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
3 Consumer Staples Stocks Poised to Beat EstimatesLamb Weston Holdings, Inc. (LW - Free Report) enters the earnings season with improving momentum in North America, where customer wins, share gains and strong retention are supporting volumes. The company’s Focus to Win strategy is also yielding benefits through better plant execution, tighter capital discipline and cost savings that are running ahead of plan. Management raised the midpoint of its fiscal 2026 sales and adjusted EBITDA outlook, reflecting confidence in underlying execution.
International conditions remain challenging because of excess capacity, weak restaurant traffic and unfavorable mix, but ongoing production curtailments and cost actions should help protect profitability and keep Lamb Weston well-positioned. LW currently has an Earnings ESP of +3.56% and a Zacks Rank #3. The Zacks Consensus Estimate for fourth-quarter fiscal 2026 earnings per share (EPS) has risen by a penny to 61 cents in the past 30 days. Lamb Weston has a trailing four-quarter earnings surprise of 23.5%, on average. You can see the complete list of today’s Zacks #1 Rank stocks here.
Mondelez International, Inc. (MDLZ - Free Report) currently has an Earnings ESP of +0.38% and a Zacks Rank #3. The company appears well-positioned heading into earnings, supported by resilient global snacking demand, strong emerging-market growth and improving trends across several developed markets. MDLZ continues to invest in brand building, innovation and distribution expansion, with a particular emphasis on high-growth channels such as club, convenience and discount stores.
Momentum in chocolate, biscuits and candy, along with solid performance in India, Brazil, China and Southeast Asia, provides broad-based support for the top line. Cocoa-cost phasing remains a near-term earnings headwind, but management expects the pressure to ease sequentially. The Zacks Consensus Estimate for second-quarter 2026 EPS has remained unchanged at 67 cents in the past 30 days. Mondelez has a trailing four-quarter earnings surprise of 5.4%, on average.
Church & Dwight Co., Inc. (CHD - Free Report) has an Earnings ESP of +0.65% and a Zacks Rank #3 at present. CHD enters the earnings season with solid operating momentum, driven by volume-led organic growth, distribution gains and a steady pipeline of innovation. ARM & HAMMER, THERABREATH, HERO and other key brands continue to gain traction, while e-commerce now represents a meaningful share of consumer sales.
Productivity initiatives and portfolio improvements are supporting margin expansion and helping offset inflation and tariff-related costs. Although higher transportation, marketing and SG&A expenses may pressure near-term earnings, strong brand execution and broad-based distribution gains leave Church & Dwight well-placed. The consensus mark for second-quarter 2026 EPS has remained unchanged at 89 cents in the past 30 days. Church & Dwight has a trailing four-quarter earnings surprise of 6.5%, on average.
Key Takeaways Lamb Weston's quarterly revenues are likely to rise, supported by North America growth.Customer wins, market-share gains and an extra selling week are likely to lift North America volumes. Unfavorable price/mix and international weakness are likely to continue pressuring margins. Lamb Weston Holdings, Inc. (LW - Free Report) is likely to witness top-line growth when it reports fourth-quarter fiscal 2026 earnings on July 24. The Zacks Consensus Estimate for revenues is pegged at $1.7 billion, indicating an increase of 1.5% from the prior-year quarter’s reported figure.
The consensus mark for earnings has risen by a penny over the past 30 days to 62 cents a share, which suggests a decline of 28.7% from the figure reported in the year-ago period. LW has a trailing four-quarter surprise of 23.5%, on average.
Factors Likely to Influence LW’s Upcoming ResultsLamb Weston’s North America business is likely to have remained a key growth driver in the fiscal fourth quarter. Customer wins, market-share gains and strong retention, supported by a streamlined commercial strategy and deeper customer relationships, are expected to have aided volumes. Management projected high-single-digit North America volume growth for the second half of fiscal 2026, with the fourth quarter also benefiting from an additional selling week. Our model suggests a fourth-quarter volume increase of 4% for the North America segment.
The company’s Focus to Win strategy is also expected to have supported quarterly performance. Structural cost reductions, improving manufacturing productivity and disciplined capital deployment may have helped cushion inflationary and pricing pressures. Management noted that fiscal 2026 savings were running ahead of plan, while better operating efficiencies in North America are likely to have provided additional support.
Lamb Weston raised the lower end of its fiscal 2026 sales guidance to $6.45 billion, retained the upper end at $6.55 billion and narrowed its adjusted EBITDA outlook from $1-$1.2 billion to $1.08-$1.14 billion. The updated outlook, which incorporates favorable currency translation, an additional selling week, and anticipated tariff and Middle East-related impacts, signals management’s confidence heading into the fiscal fourth quarter.
However, price/mix is likely to have remained unfavorable despite expectations for pricing pressure to moderate following a March price increase. Continued customer trade support, value-oriented mix shifts, weak international traffic, excess European capacity and Middle East disruptions may have weighed on margins. We expect the adjusted gross margin to contract 210 basis points to 18.4% in the fourth quarter.
Earnings Whispers for LWOur proven model predicts an earnings beat for Lamb Weston this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.
Lamb Weston currently carries a Zacks Rank #3 and has an Earnings ESP of +3.56%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks With the Favorable CombinationHere are some other companies worth considering, as our model shows that these also have the right combination of elements to beat on earnings this reporting cycle.
Archer-Daniels-Midland Company (ADM - Free Report) currently has an Earnings ESP of +12.50% and a Zacks Rank of 2. The consensus estimate for ADM’s quarterly revenues is pinned at $22.4 billion, which calls for 5.7% growth from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Archer-Daniels’ upcoming quarter’s EPS is pegged at $1.28, which implies a 37.6% rise year over year. ADM delivered a trailing four-quarter earnings surprise of 5.4%, on average.
Kimberly-Clark Corporation (KMB - Free Report) currently has an Earnings ESP of +2.70% and a Zacks Rank of 3. The Zacks Consensus Estimate for Kimberly-Clark’s upcoming quarterly revenues is pegged at $4.2 billion. The figure implies a 1.7% increase from the prior-year quarter.
The Zacks Consensus Estimate for Kimberly-Clark’s quarterly earnings per share is pegged at $2.00, indicating a 4.2% gain from the year-ago period figure. KMB delivered a trailing four-quarter earnings surprise of 19.1%, on average.
Monster Beverage Corporation (MNST - Free Report) currently has an Earnings ESP of +0.45% and a Zacks Rank of 3. The consensus estimate for Monster Beverage’s quarterly revenues is pinned at $2.4 billion, which suggests 14.6% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 59 cents, which suggests a 13.5% jump year over year. MNST delivered a trailing four-quarter earnings surprise of 9.6%, on average.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Lamb Weston (LW - Free Report) . This company, which is in the Zacks Food - Miscellaneous industry, shows potential for another earnings beat.
This frozen foods supplier has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 10.51%.
For the most recent quarter, Lamb Weston was expected to post earnings of $0.61 per share, but it reported $0.72 per share instead, representing a surprise of 18.03%. For the previous quarter, the consensus estimate was $0.67 per share, while it actually produced $0.69 per share, a surprise of 2.99%.
Price and EPS Surprise
Thanks in part to this history, there has been a favorable change in earnings estimates for Lamb Weston lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Lamb Weston currently has an Earnings ESP of +0.98%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 24, 2026.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Key Takeaways Lamb Weston's "Focus to Win" strategy is delivering gains in North America volumes and sales.Lamb Weston posted 12% North America volume growth and 5% net sales growth in fiscal Q3.Lamb Weston hit its fiscal 2026 cost-savings target by Q3 and is reinvesting selectively. Lamb Weston Holdings, Inc.’s (LW - Free Report) “Focus to Win” strategy is beginning to show tangible results, particularly in North America, suggesting its turnaround efforts are gaining traction. Introduced last year, the strategy marked a shift away from prioritizing scale toward focusing on markets, customers and investments that offer stronger long-term returns. The latest quarter indicates that this approach is starting to deliver measurable operational benefits.
The strongest evidence comes from customer execution. Lamb Weston reported a 12% increase in North America volumes and a 5% rise in net sales in the third quarter of fiscal 2026, driven by higher customer retention, new contract wins and market share gains. These gains came despite only a modest 1% increase in U.S. quick-service restaurant traffic, underscoring the company's ability to outperform the broader market. Management attributed the improvement to stronger customer relationships, a revamped direct sales organization and better operational consistency.
Operational discipline is also paying off. Lamb Weston had targeted $100 million in cost savings for fiscal 2026 as part of its broader plan to deliver at least $250 million in savings by fiscal 2028. Notably, the company achieved the full-year savings target by the end of the fiscal third quarter, putting the program ahead of schedule. Instead of simply cutting costs, management has selectively reinvested part of these savings into customer support, product innovation and service quality to strengthen its competitive position.
The strategy also extends to capital allocation. Lamb Weston has become more selective with investments, closing inefficient facilities, reducing capital spending and prioritizing projects with stronger returns. While international operations remain under pressure, management emphasized that these structural actions are intended to create a leaner, more agile organization.
Although the transformation is still underway, the latest results suggest that “Focus to Win” is moving beyond a strategic blueprint and translating into improved customer momentum, stronger execution and a more disciplined operating model.
Lamb Weston’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have gained 8.3% in the past month compared with the broader Consumer Staples sector, the industry and the S&P 500 index’s 4.9%, 7.7% and 0.7% growth, respectively.
LW Stock's Past Month Performance
Image Source: Zacks Investment Research
Is LW a Value Play Stock?Lamb Weston currently trades at a forward 12-month P/E ratio of 14.67, which is slightly down from the industry average of 14.77. This valuation positions the stock at a modest discount relative to its direct peers.
LW P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to ConsiderUnited Natural Foods, Inc. (UNFI - Free Report) distributes natural, organic, specialty, produce and conventional grocery and non-food products in the United States and Canada. At present, United Natural sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for United Natural’s current fiscal-year earnings implies growth of 254.9% from the year-ago figures. UNFI delivered a trailing four-quarter earnings surprise of 29.9%, on average.
Mama's Creations, Inc. (MAMA - Free Report) manufactures and markets fresh deli-prepared foods in the United States. At present, MAMA holds a Zacks Rank of 2 (Buy). Mama's Creations delivered a trailing four-quarter earnings surprise of 129.2%, on average.
The consensus estimate for Mama's Creations’ current fiscal-year sales and earnings implies growth of 30% and 73.3%, respectively, from the year-ago figures.
Hormel Foods Corporation (HRL - Free Report) develops, processes and distributes various meat, nuts and other food products to foodservice, convenience store and commercial customers in the United States and internationally. It carries a Zacks Rank of 2 at present. HRL delivered a trailing four-quarter earnings surprise of 3.2%, on average.
The Zacks Consensus Estimate for Hormel Foods’ current fiscal-year sales and earnings indicates growth of 1.5% and 9.5%, respectively, from the prior-year reported levels.
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today it will report fourth quarter and full fiscal year 2026 financial results on July 24, 2026. The news release will be issued at approximately 8:00 a.m. ET, followed by a conference call at 9:00 a.m. ET.
The webcast and accompanying materials will be available on Lamb Weston’s Investor Relations page at https://investors.lambweston.com/news-events/events-and-presentations.
Alternatively, participants in the U.S. and Canada may access the conference call by dialing 1-800-330-6710; participants outside the U.S. and Canada should dial +1 213-279-1505. The conference ID is 9814300.
A rebroadcast of the conference call will be available later in the day at the same location.
About Lamb Weston
Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For more than 75 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of-house management for its customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when we look at a potato, we see possibilities. Learn more about us at lambweston.com.
Lamb Weston Holdings, Inc. (NYSE: LW) announced today it will report fourth quarter and full fiscal year 2026 financial results on July 24, 2026. The news release will be issued at approximately 8:00 a.m. ET, followed by a conference call at 9:00 a.m. ET.
The webcast and accompanying materials will be available on Lamb Weston’s Investor Relations page at https://investors.lambweston.com/news-events/events-and-presentations.
Alternatively, participants in the U.S. and Canada may access the conference call by dialing 1-800-330-6710; participants outside the U.S. and Canada should dial +1 213-279-1505. The conference ID is 9814300.
A rebroadcast of the conference call will be available later in the day at the same location.
About Lamb Weston
Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For more than 75 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of-house management for its customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when we look at a potato, we see possibilities. Learn more about us at lambweston.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260624389111/en/
Lamb Weston (LW - Free Report) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, LW broke through the 50-day moving average, which suggests a short-term bullish trend.
One of the three major moving averages, the 50-day simple moving average is commonly used by traders and analysts to determine support or resistance levels for different types of securities. However, the 50-day is considered to be more important since it's the first marker of an up or down trend.
LW has rallied 12.1% over the past four weeks, and the company is a Zacks Rank #3 (Hold) at the moment. This combination suggests LW could be on the verge of another move higher.
Looking at LW's earnings estimate revisions, investors will be even more convinced of the bullish uptrend. There have been 6 higher compared to none lower for the current fiscal year, and the consensus estimate has moved up as well.
Investors may want to watch LW for more gains in the near future given the company's key technical level and positive earnings estimate revisions.
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) today released its latest Global Sustainability Report, outlining progress made during fiscal year 2025 toward the company’s 2033 sustainability goals and how those efforts are integrated across its global operations.
“In fiscal year 2025, we continued to focus on embedding sustainability across all of our operations and global supply chain — driving progress that supports our people, strengthens our business, and advances our environmental stewardship,” said Sylvia Wilks, chief supply chain officer of Lamb Weston. “Looking ahead, our commitment to sustainability will remain measurable, values driven, and focused on creating value for our business, customers, and team members.”
Grounded in the company’s approach to Making Fries and Making Strides, the report highlights progress across three core focus areas: People, supporting our team members and communities where we operate; Food, delivering safe, trusted, high‑quality products; and Planet, advancing environmental stewardship across the global value chain.
Key progress updates featured in the Global Sustainability Report for fiscal year 2025 include:
People: >15% year-over-year reduction in recordable injury rates from fiscal year 2024 More than $830,000 donated to community programs, including food banks Food: 99.5% Global Food Safety Initiative (GFSI) certification of Tier 1 ingredient supplier facilities More than 230 audits completed, including internal, third-party food safety, quality, and customer audits Planet: 6% year-over-year reduction in freshwater use intensity from fiscal year 2024 85% of primary packaging is recyclable, reusable, and/or compostable 98% of waste diverted from disposal The full report, including additional progress and disclosures, is available at https://www.lambweston.com/about/sustainability.
About Lamb Weston
Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For more than 75 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of-house management for its customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when we look at a potato, we see possibilities. Learn more about us at lambweston.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the federal securities laws. Words such as “drive,” “support,” “strengthen,” “advance,” “will,” “create,” “deliver” and variations of such words and similar expressions are intended to identify forward-looking statements. Examples of forward-looking statements include, but are not limited to, statements regarding the company’s plans, execution, goals and targets, commitments, and progress. These forward-looking statements are based on management’s current expectations and are subject to uncertainties and changes in circumstances. Readers of this press release should understand that these statements are not guarantees of performance or results. Many factors could affect these forward-looking statements and the company’s actual results and cause them to vary materially from the expectations contained in the forward-looking statements, including those set forth in this press release. These risks and uncertainties include, among other things: pricing for water; potato crop performance, quality and yield, including the effect of climate on the potato crop and the company’s production processes; restaurant traffic in the company’s markets, and an uncertain general economic environment, including inflationary pressures; the competitive environment; the availability and prices of raw materials and other commodities; operational challenges; the company’s ability to successfully implement its cost savings or efficiency initiatives; and other risks described in the company’s reports filed from time to time with the U.S. Securities and Exchange Commission. The company cautions readers not to place undue reliance on any forward-looking statements included in this press release, which speak only as of the date of this release. The company undertakes no responsibility for updating these statements, except as required by law.
NEW YORK--(BUSINESS WIRE)--Starboard Value LP (together with its affiliates, “Starboard”), a significant stockholder of Lamb Weston Holdings Inc. ("Lamb Weston" or the "Company") (NYSE: LW), today announced that it has delivered a letter to the Company's Board of Directors. The full text of Starboard's letter to the Company can be viewed here. About Starboard Value LP Starboard Value LP is an investment adviser with a focused and differentiated fundamental approach to investing in publicly trad.
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today that the Company will participate in the following upcoming investor events: BMO Global Farm to Market Conference: On May 13, 2026, Jim Gray, Lamb Weston chief financial officer, will participate in a fireside chat at 4:15 PM ET and the Company will participate in meetings with investors during the day. J.P. Morgan 2026 Fast Moving Consumer & Wellness Forum: On May 14, 2026, the Company will participate in.
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today that on May 11, 2026, the company granted 15,096 restricted stock units (the “Inducement Awards”) to James D. Gray. The company’s Compensation and Human Capital Committee approved the grant of Inducement Awards, made under the Lamb Weston Holdings, Inc. 2026 Inducement Stock Plan, to Mr. Gray as a material inducement to Mr. Gray’s hiring as Chief Financial Officer on April 2, 2026. The restricted stock units were granted as a dollar-for-dollar match on Mr. Gray’s personal investment in Lamb Weston shares and vest 33%, 33% and 34% on May 11, 2027, May 9, 2028, and May 8, 2029, respectively.
The Inducement Awards were granted in reliance on the employment inducement exemption under the NYSE’s Listed Company Manual Rule 303A.08, which requires public announcement of inducement awards.
About Lamb Weston
Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For more than 75 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of-house management for its customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when we look at a potato, we see possibilities. Learn more about us at lambweston.com.
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Lamb Weston Holdings, Inc. (NYSE: LW) breached their fiduciary duties to shareholders.
If you currently own Lamb Weston stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].
Why Your Participation Matters:
Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
Attorney Advertising. Prior results do not guarantee a similar outcome.
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Key Takeaways LW's North America volume rose 12% in Q3 fiscal 2026, while sales increased 5% to $1.04B.Lamb Weston used cost savings to support pricing, trade programs and customer-focused initiatives.LW improved plant utilization, supply-chain efficiency and service reliability to support demand. Lamb Weston Holdings, Inc. (LW - Free Report) is witnessing strong volume momentum in its North America business, driven by a sharper commercial strategy and improved operational execution. In the third quarter of fiscal 2026, North America volume increased 12%, while net sales rose 5% year over year to $1,035 million, despite ongoing softness in restaurant traffic and cautious consumer spending trends.
The company’s market-share gains have been driven by strong customer retention, new business wins and deeper engagement with chain restaurant operators. Management noted that its “Focus to Win” strategy has enabled Lamb Weston to reinvest productivity-driven cost savings into customer-focused initiatives, including targeted pricing and trade support programs. These investments, combined with improved production run rates and operational efficiencies, have strengthened product consistency, service levels and overall customer reliability.
Operational execution has become an increasingly important differentiator. Improved plant utilization, stronger supply-chain performance and better manufacturing efficiency have enhanced Lamb Weston’s ability to meet customer demand consistently. Management stated that the company’s North American network is now operating in the low-90% utilization range, giving it greater flexibility while maintaining high fill rates and dependable service.
A streamlined U.S. commercial go-to-market structure has also contributed to the momentum. By leveraging a dedicated direct sales organization that is “100% focused on fries,” Lamb Weston has improved customer engagement, pricing execution and responsiveness in the field. This direct sales approach has strengthened relationships with both legacy and newer chain customers, helping the company compete more effectively in a dynamic environment.
At the same time, Lamb Weston continues to benefit from consumer migration toward value-oriented channels. Growth in private-label offerings and chain restaurant partnerships has enabled the company to capture incremental demand, further supporting its North America market-share gains.
Lamb Weston’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have fallen 2.1% in the past month against the broader Consumer Staples sector and the S&P 500 index’s 1.7% and 8.5% growth. LW has also underperformed the industry’s decline of 1.5% during the same period.
LW Stock's Past Month Performance
Image Source: Zacks Investment Research
Is LW a Value Play Stock?Lamb Weston currently trades at a forward 12-month P/E ratio of 13.46, which is slightly down from the industry average of 13.49. This valuation positions the stock at a modest discount relative to its direct peers.
LW P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to ConsiderThe Chefs' Warehouse, Inc. (CHEF - Free Report) distributes specialty food and center-of-the-plate products in the United States, the Middle East and Canada. At present, CHEF sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for Chefs' Warehouse’s current fiscal-year sales and earnings implies growth of 8.3% and 24.7%, respectively, from the year-ago reported figures. CHEF delivered a trailing four-quarter earnings surprise of 28.9%, on average.
Smithfield Foods, Inc. (SFD - Free Report) produces packaged meats and fresh pork in the United States and internationally. It carries a Zacks Rank #2 (Buy) at present. SFD delivered a trailing four-quarter earnings surprise of 12%, on average.
The Zacks Consensus Estimate for Smithfield Foods’ current fiscal-year sales and earnings indicates growth of 1.3% and 7.5%, respectively, from the prior-year reported levels.
Darling Ingredients Inc. (DAR - Free Report) develops, produces and sells sustainable natural ingredients from edible and inedible bio-nutrients. It currently has a Zacks Rank #2. DAR delivered a trailing four-quarter earnings surprise of 16.1%, on average.
The Zacks Consensus Estimate for Darling Ingredients’ current fiscal-year sales and earnings indicates growth of 10.3% and 567.7%, respectively, from the prior-year reported levels.
SAN DIEGO--(BUSINESS WIRE)--Robbins LLP informs investors that Lamb Weston Holdings, Inc. (NYSE: LW) may face damages due to a pending securities class action lawsuit brought on behalf of investors who purchased the Company's securities between July 25, 2023 and April 3, 2024. Lamb Weston is a large producer of frozen potato products, which it sells to restaurants and retailers around the world.
Stockholder Alert: Robbins LLP Announces that the Shareholder Class Action Against Lamb Weston Holdings, Inc. Survived the Motion to Dismiss
ShareFor more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.
According to the class action complaint, during the class period, defendants failed to disclose significant problems with the Company's Enterprise Resource Planning ("ERP") software system. On April 4, 2024, the Company revealed that the disastrous rollout of its new ERP system caused it to lose $135 million in sales during the third quarter of fiscal 2024 and necessitated a $330 million reduction in its sales guidance for the full fiscal year. On this news, the price of Lamb Weston stock fell by $19.59 per share.
On May 12, 2026, the court entered an order granting in part and denying in part the defendants' motion to dismiss, paving the way for litigation to proceed against the Company.
What Now: If you are a current shareholder of Lamb Weston Holdings, Inc. and have held your stock since prior to July 25, 2023, you have rights. Contact Robbins LLP here for information.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About Robbins LLP: Some law firms issuing releases about this matter do not actually litigate securities class actions; Robbins LLP does. A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002. Since our inception, we have obtained over $1 billion for shareholders.
To be notified if a class action against Lamb Weston Holdings, Inc. settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.
Attorney Advertising. Past results do not guarantee a similar outcome.
Lamb Weston Holdings, Inc. offers significant upside, with activist involvement and insider buying signaling potential for value creation despite macro headwinds. Starboard and Jana Partners have taken major stakes, pushing for cost reductions and a 25% adjusted EBITDA margin by fiscal 2029. Q3 results showed strong North American demand and cost-cutting progress, but European and Asian softness and inventory write-downs highlight risks.
SAN DIEGO, May 29, 2026 (GLOBE NEWSWIRE) -- Robbins LLP informs investors that Lamb Weston Holdings, Inc. (NYSE: LW) may face damages due to a pending securities class action lawsuit brought on behalf of investors who purchased the Company's securities between July 25, 2023 and April 3, 2024. Lamb Weston is a large producer of frozen potato products, which it sells to restaurants and retailers around the world.
For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.
According to the class action complaint, during the class period, defendants failed to disclose significant problems with the Company's Enterprise Resource Planning ("ERP") software system. On April 4, 2024, the Company revealed that the disastrous rollout of its new ERP system caused it to lose $135 million in sales during the third quarter of fiscal 2024 and necessitated a $330 million reduction in its sales guidance for the full fiscal year. On this news, the price of Lamb Weston stock fell by $19.59 per share.
On May 12, 2026, the court entered an order granting in part and denying in part the defendants' motion to dismiss, paving the way for litigation to proceed against the Company.
What Now: If you are a current shareholder of Lamb Weston Holdings, Inc. and have held your stock prior to July 25, 2023, you have rights. Contact Robbins LLP here for information.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About Robbins LLP: Some law firms issuing releases about this matter do not actually litigate securities class actions; Robbins LLP does. A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002. Since our inception, we have obtained over $1 billion for shareholders.
To be notified if a class action against Lamb Weston Holdings, Inc. settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.
Attorney Advertising. Past results do not guarantee a similar outcome.
Lamb Weston remains a Buy, with turnaround efforts and cost-saving initiatives supporting a compelling valuation despite macro headwinds. LW's Q3 FY26 results saw volume gains once again offsetting price declines while also boosting FY26 net sales and EBITDA guidance. Significant CAPEX reductions and a $250 million cost-saving plan are expected to boost free cash flow and support long-term growth.
Proposed changes reflect actions to improve operational efficiency and better align the global manufacturing footprint with customer needs
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) today announced plans to close its production facility in Broekhuizenvorst, the Netherlands, to align its global supply chain footprint with evolving market conditions and as part of its broader executional excellence efforts.
“These actions are part of our commitment to ensure the long-term resilience and competitiveness of our global supply chain network,” said Sylvia Wilks, chief supply chain officer of Lamb Weston. “While this is a very difficult step, particularly given the strong commitment of our Broekhuizenvorst team, it is necessary to position us to improve our operational efficiency and better align our manufacturing footprint with customer needs.”
The company will now initiate a formal consultation process with the Works Council, in accordance with Dutch regulations. Lamb Weston is committed to conducting this process in an open and constructive manner and will communicate further details following its completion.
The company plans to support the approximate 110 affected team members throughout the process, treating them with fairness, respect, and in full compliance with applicable laws and regulations.
These strategic actions are part of the company’s ongoing execution of its Focus to Win strategy, which includes prioritizing markets and channels, strengthening customer partnerships, achieving executional excellence and setting the pace for innovation.
About Lamb Weston
Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For more than 75 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of-house management for its customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when we look at a potato, we see possibilities. Learn more about us at lambweston.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the federal securities laws. Words such as “plans,” “intent,” “improve,” “will,” “ensure,” and variations of such words and similar expressions are intended to identify forward-looking statements. Examples of forward-looking statements include statements regarding the company’s plans and strategies and anticipated benefits therefrom, including with respect to the planned facility closure. These forward-looking statements are based on management’s current expectations and are subject to uncertainties and changes in circumstances. Readers of this press release should understand that these statements are not guarantees of performance or results. Many factors could affect these forward-looking statements and actual financial results and cause them to vary materially from the expectations contained in the forward-looking statements. These risks and uncertainties include, among other things: the company’s ability to successfully implement the facility closure, including the consultation process with the Works Council; operational challenges; levels of labor and people-related expenses; the company’s ability to successfully execute its strategies, including Focus to Win; the competitive environment and related conditions in the markets in which the company operates; political and economic conditions in the countries in which the company conducts business; and other risks described in the company’s reports filed from time to time with the U.S. Securities and Exchange Commission. The company cautions readers not to place undue reliance on any forward-looking statements included in this press release, which speak only as of the date of this press release. The company undertakes no responsibility for updating these statements, except as required by law.
Lamb Weston Holdings, Inc. (NYSE: LW) today announced plans to close its production facility in Broekhuizenvorst, the Netherlands, to align its global supply c
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Lamb Weston Holdings, Inc. (NYSE: LW) breached their fiduciary duties to shareholders.
If you currently own Lamb Weston stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].
Why Your Participation Matters:
Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
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Ruling clears path to trial for thousands of Lower Umatilla Basin residents alleging nitrate-polluted drinking water
PENDLETON, Ore.--(BUSINESS WIRE)--A federal judge denied motions to dismiss a class-action lawsuit accusing the Port of Morrow, commercial farms and operators of contaminating groundwater in Oregon’s Lower Umatilla Basin Groundwater Management Area (LUBGWMA), according to attorneys at Hagens Berman and co-counsel Bliven Law Firm and Heenan & Cook.
“This ruling is a significant win for the thousands of residents in Morrow and Umatilla counties who have waited years for safe drinking water and for someone to be held accountable,” said Steve Berman, managing partner and co-founder of Hagens Berman.
ShareThe ruling, issued June 5, 2026, by U.S. District Judge Michael H. Simon of the District of Oregon, greenlights claims under the federal Resource Conservation and Recovery Act (RCRA) and Oregon state law against defendants Port of Morrow, Lamb Weston, Portland General Electric, Columbia River Processing, Madison Ranches and Threemile Canyon Farms. The court has scheduled a three-week jury trial to begin May 3, 2027.
“This ruling is a significant win for the thousands of residents in Morrow and Umatilla counties who have waited years for safe drinking water and for someone to be held accountable,” said Steve Berman, managing partner and co-founder of Hagens Berman. “Today, the court has ensured their case will be heard.”
Find out more about the lawsuits on behalf of area residents dealing with contaminated water.
Claims Proceeding to Trial
According to the lawsuit, the Port of Morrow operates an industrial wastewater treatment facility whose tenants — including Lamb Weston, Portland General Electric and Columbia River Processing — generate nitrogen-rich wastewater that they send to the Port for disposal. The Port pumps wastewater to local farmland in quantities allegedly exceeding what crops can absorb and during the non-growing winter months, according to the lawsuit. This runoff renders local drinking water unsafe for upwards of 45,000 residents, according to the lawsuit, and nitrate contamination can potentially lead to serious health problems, especially for children.
The Port has been publicly cited and fined for repeatedly violating its Department of Environmental Quality (DEQ) discharge permit since at least 2007.
The ruling allows claims under the federal RCRA and Oregon law to proceed, including claims for negligence, trespass and nuisance. The court also allowed plaintiffs’ request for the remedy of medical monitoring to proceed under both federal and Oregon law, aimed at promoting early detection and treatment of diseases linked to excess nitrate exposure.
“Residents should not have to tolerate contaminated water or bear the cost of obtaining clean water,” Berman said. “We look forward to presenting the facts to a jury.”
Hagens Berman and co-counsel previously announced a $20.5 million settlement reached with Amazon Data Services over similar allegations arising from its data center operations in the region. That settlement is currently pending court approval.
The LUBGWMA encompasses 562 square miles in northern Morrow and Umatilla counties, and thousands of residents with private wells face nitrate-contaminated tap water so severely polluted that it is unsafe to drink, forcing them to rely on bottled water. At elevated levels, nitrates can cause birth defects, cellular damage and cancer, and infants face a potentially fatal condition in which nitrate consumption prevents the blood from carrying oxygen.
Read more about plaintiffs’ class-action lawsuits concerning groundwater contamination in the LUBGWMA.
About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation law firm with a tenacious drive for achieving real results for those harmed by corporate negligence and fraud. Since its founding in 1993, the firm’s determination has earned it numerous national accolades, awards and titles of Most Feared Plaintiff’s Firm, MVPs and Trailblazers of class-action law. More about the law firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
