State of Alaska Department of Revenue trimmed its holdings in shares of Lamb Weston (NYSE:LW – Free Report) by 32.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 35,477 shares of the specialty retailer’s stock after selling 16,820 shares during the period. State of Alaska Department of Revenue’s holdings in Lamb Weston were worth $1,478,000 at the end of the most recent reporting period.
Other large investors also recently modified their holdings of the company. BlackRock Inc. acquired a new stake in Lamb Weston in the second quarter worth about $730,276,000. Bank of New York Mellon Corp acquired a new position in Lamb Weston during the 2nd quarter valued at about $51,521,000. Arrowstreet Capital Limited Partnership increased its stake in Lamb Weston by 350.9% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,451,954 shares of the specialty retailer’s stock valued at $61,360,000 after buying an additional 1,129,918 shares during the period. Dimensional Fund Advisors LP increased its stake in Lamb Weston by 28.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,742,208 shares of the specialty retailer’s stock valued at $115,865,000 after buying an additional 601,171 shares during the period. Finally, Principal Financial Group Inc. increased its stake in Lamb Weston by 349.1% during the 1st quarter. Principal Financial Group Inc. now owns 690,493 shares of the specialty retailer’s stock valued at $29,180,000 after buying an additional 536,745 shares during the period. 89.56% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
A number of analysts have commented on LW shares. Stephens boosted their price target on shares of Lamb Weston from $50.00 to $55.00 and gave the stock an “equal weight” rating in a research report on Thursday, October 8th. Barclays increased their price objective on shares of Lamb Weston from $56.00 to $58.00 and gave the company an “overweight” rating in a report on Thursday, October 8th. Sanford C. Bernstein increased their price objective on shares of Lamb Weston from $42.00 to $57.00 and gave the company a “market perform” rating in a report on Tuesday, July 28th. Wells Fargo & Company lowered their price objective on shares of Lamb Weston from $57.00 to $54.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 7th. Finally, Zacks Research upgraded shares of Lamb Weston from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 9th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $53.82.
Read Our Latest Stock Report on LW
Lamb Weston Trading Up 0.0%
Shares of Lamb Weston stock opened at $53.59 on Tuesday. The business has a fifty day simple moving average of $49.71 and a 200-day simple moving average of $46.65. Lamb Weston has a fifty-two week low of $37.62 and a fifty-two week high of $67.07. The firm has a market cap of $7.38 billion, a price-to-earnings ratio of 17.69, a price-to-earnings-growth ratio of 1.94 and a beta of 0.49. The company has a quick ratio of 0.77, a current ratio of 1.45 and a debt-to-equity ratio of 1.98.
Lamb Weston (NYSE:LW – Get Free Report) last released its earnings results on Tuesday, October 6th. The specialty retailer reported $0.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.59 by $0.16. The firm had revenue of $1.67 billion for the quarter, compared to analyst estimates of $1.65 billion. Lamb Weston had a return on equity of 23.27% and a net margin of 3.85%. Lamb Weston’s revenue was up .7% compared to the same quarter last year. During the same period in the previous year, the company earned $0.74 earnings per share. Lamb Weston has set its FY 2027 guidance at 3.050-3.350 EPS. On average, equities analysts forecast that Lamb Weston will post 3.24 EPS for the current fiscal year.
Lamb Weston Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 6th will be given a dividend of $0.38 per share. The ex-dividend date is Friday, November 6th. This represents a $1.52 annualized dividend and a dividend yield of 2.8%. Lamb Weston’s dividend payout ratio (DPR) is 83.06%.
Lamb Weston Company Profile
(Free Report)
Lamb Weston Holdings, Inc (NYSE:LW) is a global producer and distributor of frozen potato products. The company supplies French fries, potato wedges, hash browns, tater tots, mashed potatoes, sweet potato products and other potato-based offerings to foodservice operators, restaurants, retailers and institutional customers.
Lamb Weston serves customers in North America and international markets through a portfolio of branded, licensed and customer-specific products. Its offerings are used by restaurants, schools, hospitals, hotels and other foodservice establishments, as well as sold through retail and grocery channels.
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Investors might want to bet on Lamb Weston (LW - Free Report) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.
Analysts' growing optimism on the earnings prospects of this frozen foods supplier is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank.
The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.
For Lamb Weston, there has been strong agreement among the covering analysts in raising earnings estimates, which has helped push consensus estimates considerably higher for the next quarter and full year.
The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:
12 Month EPS
Current-Quarter Estimate RevisionsThe company is expected to earn $0.85 per share for the current quarter, which represents a year-over-year change of +23.2%.
The Zacks Consensus Estimate for Lamb Weston has increased 9.82% over the last 30 days, as three estimates have gone higher compared to no negative revisions.
Current-Year Estimate RevisionsFor the full year, the company is expected to earn $3.20 per share, representing a year-over-year change of +6.3%.
There has been an encouraging trend in estimate revisions for the current year as well. Over the past month, four estimates have moved up for Lamb Weston versus no negative revisions. This has pushed the consensus estimate 5.49% higher.
Favorable Zacks RankThe promising estimate revisions have helped Lamb Weston earn a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.
Bottom LineLamb Weston shares have added 10.3% over the past four weeks, suggesting that investors are betting on its impressive estimate revisions. So, you may consider adding it to your portfolio right away to benefit from its earnings growth prospects.
Key Takeaways LW shares have gained 12.6% since the company reported strong Q1 results and raised fiscal 2027 guidance.
North America sales grew 5%, with volumes up 7% and adjusted EBITDA rising 11% on higher volumes.
LW raised its fiscal 2027 EPS outlook to $3.05-$3.35, but inflation and international weakness remain.
Lamb Weston Holdings, Inc. (LW - Free Report) shares have rallied 12.6% since the company reported first-quarter fiscal 2027 results on Oct. 6, 2026. The stock's impressive run follows a better-than-expected quarterly performance and an upward revision to the company's full-year financial outlook.
Stronger sales volumes in North America, improved operating execution and ongoing cost-saving efforts were among the key highlights of the quarter, providing important context for the recent share-price momentum.
Lamb Weston reported first-quarter net sales of $1.67 billion, up 1% year over year, supported by a 2% increase in sales volumes that was partly offset by unfavorable price/mix. Adjusted earnings per share (EPS) improved to 75 cents from 74 cents in the year-ago quarter. Adjusted EBITDA declined 5% to $286 million but exceeded the company's expectations.
LW’s Solid North America Trends and Raised Outlook in FocusNorth America remained a key bright spot, with segment net sales increasing 5% and sales volumes rising 7%, marking the seventh consecutive quarter of volume growth. Segment adjusted EBITDA grew 11% to $287 million, supported by higher volumes, cost savings, tariff refunds and improved equity-method investment earnings. Price/mix declined 1.7%, an improvement from the 2.4% decrease recorded in the preceding quarter.
Following the encouraging start, Lamb Weston raised its fiscal 2027 net sales outlook to low-single-digit growth from the earlier projection of flat to 1% growth. The adjusted EBITDA forecast was increased to $1.125-$1.215 billion from $1.10-$1.20 billion, while adjusted EPS guidance was lifted to $3.05-$3.35 from $2.95-$3.25.
What's Next for Lamb Weston Stock?Following its nearly 13% post-earnings rally, Lamb Weston's focus remains on delivering against its raised fiscal 2027 outlook. Sustained volume growth in North America, improving price/mix trends and continued cost savings are important elements of its operating performance.
For the second quarter, Lamb Weston expects low-single-digit sales growth and high-single-digit to low-double-digit adjusted EBITDA growth. However, persistent input-cost inflation and weaker international performance remain challenges. The company's ability to sustain operating improvements, strengthen profitability and navigate ongoing cost pressures will remain central to assessing the momentum behind LW's recent stock rally.
LW Stock Price Performance, Valuation & EstimatesShares of this Zacks Rank #1 (Strong Buy) company have gained 7.9% over the past three months against the industry’s decline of 3.4%. You can see the complete list of today’s Zacks #1 Rank stocks here.
Image Source: Zacks Investment Research
LW Price Performance Versus IndustryFrom a valuation standpoint, Lamb Weston trades at a forward price-to-earnings ratio of 15.12, above the industry’s average of 13.79.
LW Valuation Compared to Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Lamb Weston’s current and next fiscal-year earnings per share implies year-over-year growth of 6.3% and 10.4%, respectively.
Other Stocks to ConsiderThe Chefs' Warehouse, Inc. (CHEF - Free Report) , a premier distributor of specialty food products, currently carries a Zacks Rank #2 (Buy). CHEF delivered a trailing four-quarter earnings surprise of 30.4%, on average.
The Zacks Consensus Estimate for The Chefs' Warehouse’s current fiscal-year sales and EPS implies growth of 10.8% and 33.7%, respectively, from the year-ago figures.
Mama's Creations, Inc. (MAMA - Free Report) , a prepared-foods company focused on fresh, ready-to-eat and deli products, currently carries a Zacks Rank of 2. MAMA delivered a trailing four-quarter surprise of 121.7%, on average.
The Zacks Consensus Estimate for Mama's Creations’ current fiscal-year sales and EPS indicates respective increases of 30.3% and 66.7% from the year-ago period.
Laird Superfood, Inc. (LSF - Free Report) , a consumer product company that develops, manufactures and markets plant-based, natural and functional food and beverage products, currently carries a Zacks Rank #2. LSF delivered an earnings surprise of 100% in the last reported quarter.
The Zacks Consensus Estimate for Laird Superfood’s current fiscal-year sales and EPS implies growth of 188.2% and 104%, respectively, from the year-ago figures.
Have you looked into how Lamb Weston (LW - Free Report) performed internationally during the quarter ending August 2026? Considering the widespread global presence of this frozen foods supplier, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.
In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place great importance on grasping the extent of a company's dependence on international markets, as it sheds light on the firm's earnings stability, its skill in leveraging various economic cycles and its broad growth potential.
Presence in international markets can act as a hedge against domestic economic downturns and provide access to faster-growing economies. However, this diversification also brings complexities due to currency fluctuations, geopolitical risks and differing market dynamics.
Upon examining LW's recent quarterly performance, we noticed several interesting patterns in the revenue generated from its international segments, which are commonly analyzed and observed by Wall Street experts.
For the quarter, the company's total revenue amounted to $1.67 billion, experiencing an increase of 0.7% year over year. Next, we'll explore the breakdown of LW's international revenue to understand the importance of its overseas business operations.
A Dive into LW's International Revenue TrendsOf the total revenue, $1.14 billion came from North America during the last fiscal quarter, accounting for 68.3%. This represented a surprise of +3.51% as analysts had expected the region to contribute $1.1 billion to the total revenue. In comparison, the region contributed $1.21 billion, or 68.1%, and $1.08 billion, or 65.4%, to total revenue in the previous and year-ago quarters, respectively.
During the quarter, International contributed $528.9 million in revenue, making up 31.7% of the total revenue. When compared to the consensus estimate of $548.52 million, this meant a surprise of -3.58%. Looking back, International contributed $563.9 million, or 31.9%, in the previous quarter, and $574.7 million, or 34.6%, in the same quarter of the previous year.
International Revenue PredictionsFor the current fiscal quarter, it is anticipated by Wall Street analysts that Lamb Weston will post revenues of $1.63 billion, which reflects an increase of 1% the same quarter in the previous year. The revenue contributions are expected to be 67% from North America ($1.09 billion), and 33% from International ($539.04 million).
For the full year, the company is projected to achieve a total revenue of $6.56 billion, which signifies a fall of 0.8% from the last year. The share of this revenue from various regions is expected to be: North America at 67.4% ($4.42 billion), and International at 32.7% ($2.15 billion).
The Bottom LineLamb Weston's reliance on international markets for revenues offers both opportunities and risks. Hence, keeping an eye on its international revenue trends could significantly help forecast the company's prospects.
In a world where international interdependencies and geopolitical conflicts are ever-increasing, Wall Street analysts closely monitor these trends for companies having international presence to adjust their earnings forecasts. Of course, there are several other factors, including a company's standing within its home borders, that influence analysts' earnings forecasts.
At Zacks, we place significant importance on a company's evolving earnings outlook. This is based on empirical evidence demonstrating its strong influence on a stock's short-term price movements. Invariably, there exists a positive relationship -- an upward revision in earnings estimates is typically mirrored by a rise in the stock price.
The Zacks Rank, our proprietary stock rating mechanism, demonstrates a notable performance history confirmed through external audits. It effectively utilizes the power of earnings estimate revisions to act as a predictor of a stock's price performance in the near term.
Lamb Weston currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Assessing Lamb Weston's Stock Price Movement in Recent TimesOver the past month, the stock has seen no change in its value, whereas the Zacks S&P 500 composite has posted an increase of 2.4%. The Zacks Consumer Staples sector, Lamb Weston's industry group, has descended 0.7% over the identical span. In the past three months, there's been an increase of 2.3% in the company's stock price, against a rise of 3.9% in the S&P 500 index. The broader sector has declined by 0.7% during this interval.
Is Lamb Weston Holdings Inc (LW) a Bargain After 3.2% Drop? GF Value Says Undervalued
On October 09, 2026, Lamb Weston Holdings Inc LW shares fell 3.2% to a current price of $47.87. The stock has experienced a 52-week range of $37.62 to $67.07, indicating significant volatility over the past year.
GF Value™ verdict: The stock is priced at $47.87, which is 23.3% below the GF Value™ estimate of $62.41.GF Score™: LW has a strong GF Score™ of 86/100, indicating solid fundamentals and growth potential.Most notable signal: Insiders have bought $19.4 million worth of shares over the past 12 months, with no selling activity.Is LW Overvalued or Undervalued?According to the GF Value™, Lamb Weston Holdings Inc is currently undervalued, with a fair value estimate of $62.41 compared to its market price of $47.87. This presents a margin of safety of 23.3%, suggesting that the stock may be an attractive opportunity for value-conscious investors. The GF Value™ is derived from a combination of historical trading multiples, past business growth, and future performance estimates, providing a comprehensive view of the stock's intrinsic value.
The GF Valuation label reflects that LW is modestly undervalued, indicating a potential upside for investors. However, it is essential to consider the underlying risks, including the company's financial strength and market conditions, which could influence future performance. Overall, the current valuation presents an opportunity, but investors should proceed with caution.
How Does LW's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)26.1x22.0xForward P/E15.3xN/ALamb Weston’s current P/E ratio of 26.1x is 18% above its 5-year median P/E of 22.0x, indicating that the stock is trading at a premium compared to its historical valuation. This analysis aligns with the GF Value™ verdict, as the elevated P/E suggests that, despite being undervalued based on intrinsic value, the market may be pricing in higher growth expectations.
What Does LW's GF Score™ Tell Us?The GF Score™ provides an integrated view of a company's financial strength, profitability, growth potential, valuation, and momentum. Lamb Weston’s score of 86/100 indicates strong fundamentals, with notable strengths in profitability and valuation.
MetricRatingGF Score™86Financial Strength4/10Profitability9/10Growth7/10Valuation10/10Momentum7/10The strongest area for Lamb Weston is its profitability rank of 9/10, indicating robust earnings potential and operational efficiency. However, the financial strength rank of 4/10 suggests there may be concerns regarding the company’s balance sheet or cash flow stability. Overall, the high GF Score™ coupled with the strong profitability and valuation metrics presents a positive outlook, tempered by financial strength considerations.
What Are Gurus and Insiders Doing with LW?Lamb Weston is currently held by 10 gurus, with 8 of them increasing their positions and none trimming their holdings in recent quarters. This indicates a strong confidence among savvy investors in the company's prospects. The Guru 13F activity is a vital signal, as it highlights institutional belief in the stock's potential for growth.
In addition to guru activity, insider buying has been notable, with insiders purchasing $19.4 million worth of LW shares over the past year without any selling. This pattern typically signals confidence in the company's future performance and can be a positive indicator for potential investors.
What This Means for InvestorsBased on the GF Value™ assessment, Lamb Weston Holdings Inc is currently undervalued, with a fair value estimate providing a significant margin of safety. The strong insider and guru buying signals further support this view, indicating confidence in the company’s growth potential and dividend sustainability, particularly in light of the current price level. Investors may find this an appealing opportunity given the stock's potential upside.
For more detailed insights, visit the Lamb Weston Holdings Inc LW stock page, and explore the GF Value™ page for additional valuation information.
Frequently Asked QuestionsWhat is LW's GF Score™?
Lamb Weston has a GF Score™ of 86/100, indicating strong fundamentals and growth potential across several key metrics.
Is LW overvalued or undervalued?
LW is currently undervalued according to the GF Value™, which estimates a fair value of $62.41 compared to the current price of $47.87.
What is LW's P/E ratio?
LW has a P/E (TTM) of 26.1x, which is above its 5-year median P/E of 22.0x, suggesting the stock is trading at a premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
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Stock to Watch: Lamb Weston (LW - Free Report) Based in Eagle, ID, Lamb Weston Holdings, Inc. is a leading global manufacturer, marketer and distributor of value-added frozen potato products, particularly French fries, and also provides a range of appetizers.
LW is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Consumer Staples stock. LW has a Momentum Style Score of A, and shares are up 4.5% over the past four weeks.
For fiscal 2027, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.14 to $3.20 per share. LW boasts an average earnings surprise of +22.1%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, LW should be on investors' short list.
Lamb Weston (NYSE:LW – Get Free Report) declared a quarterly dividend on Monday, October 5th. Investors of record on Friday, November 6th will be given a dividend of $0.38 per share by the specialty retailer on Friday, December 4th. This represents a $1.52 annualized dividend and a dividend yield of 3.2%. The ex-dividend date of this dividend is Friday, November 6th.
Lamb Weston has raised its dividend by an average of 0.1%annually over the last three years and has increased its dividend annually for the last 7 consecutive years. Lamb Weston has a payout ratio of 39.8% meaning its dividend is sufficiently covered by earnings. Equities analysts expect Lamb Weston to earn $3.24 per share next year, which means the company should continue to be able to cover its $1.52 annual dividend with an expected future payout ratio of 46.9%.
Lamb Weston Price Performance Shares of LW stock opened at $47.85 on Wednesday. The stock’s fifty day simple moving average is $50.00 and its 200 day simple moving average is $46.00. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.42 and a quick ratio of 0.74. The firm has a market cap of $6.58 billion, a price-to-earnings ratio of 23.01, a P/E/G ratio of 1.99 and a beta of 0.49. Lamb Weston has a one year low of $37.62 and a one year high of $67.07.
Lamb Weston (NYSE:LW – Get Free Report) last posted its quarterly earnings data on Tuesday, October 6th. The specialty retailer reported $0.75 earnings per share for the quarter, topping the consensus estimate of $0.59 by $0.16. Lamb Weston had a net margin of 4.39% and a return on equity of 23.33%. The company had revenue of $1.67 billion during the quarter, compared to analyst estimates of $1.65 billion. During the same quarter last year, the business posted $0.74 earnings per share. The company’s revenue was up .7% on a year-over-year basis. Lamb Weston has set its FY 2027 guidance at 3.050-3.350 EPS. On average, analysts expect that Lamb Weston will post 3.06 earnings per share for the current fiscal year. Hedge Funds Weigh In On Lamb Weston Several large investors have recently bought and sold shares of LW. Principal Financial Group Inc. raised its position in shares of Lamb Weston by 349.1% in the 1st quarter. Principal Financial Group Inc. now owns 690,493 shares of the specialty retailer’s stock valued at $29,180,000 after acquiring an additional 536,745 shares during the period. Hsbc Holdings PLC increased its stake in Lamb Weston by 11.4% in the first quarter. Hsbc Holdings PLC now owns 525,541 shares of the specialty retailer’s stock valued at $21,762,000 after purchasing an additional 53,655 shares in the last quarter. Man Group plc acquired a new stake in Lamb Weston in the second quarter worth $963,000. JANA Partners Management LP raised its holdings in Lamb Weston by 7.7% in the second quarter. JANA Partners Management LP now owns 5,394,635 shares of the specialty retailer’s stock worth $232,940,000 after purchasing an additional 386,000 shares during the period. Finally, Adams Diversified Equity Fund Inc. boosted its position in shares of Lamb Weston by 99.6% during the fourth quarter. Adams Diversified Equity Fund Inc. now owns 185,400 shares of the specialty retailer’s stock worth $7,766,000 after purchasing an additional 92,500 shares in the last quarter. 89.56% of the stock is currently owned by institutional investors and hedge funds.
About Lamb Weston (Get Free Report)
Lamb Weston Holdings, Inc (NYSE: LW) is a global producer and marketer of frozen potato products. The company supplies French fries, potato wedges, hash browns, potato rounds, mashed potatoes and other specialty potato products to restaurants, foodservice distributors, retailers and food manufacturers.
Its product portfolio includes conventional and specialty frozen potato offerings, as well as sweet potato products and appetizer items. Lamb Weston sells products under its Lamb Weston and Grown in Idaho brands, while also providing private-label products for retail and foodservice customers.
The company’s history dates to the 1950s, when it began producing frozen potato products in the Pacific Northwest.
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On October 06, 2026, Lamb Weston Holdings Inc LW shares rose 7.5% to $47.91, showing a notable recovery from its 52-week low of $37.62, although still below its high of $67.07. With this price movement, the stock has experienced a year-to-date gain of 17.2%, despite a one-year decline of 22.1%.
GF Value™ verdict: Currently priced at $47.91, LW is estimated to be 26.6% undervalued against a GF Value™ of $65.30.GF Score™ of 86/100 indicates a strong overall assessment of the company.Notable signal: Insiders have purchased $19.4 million worth of shares over the past 12 months with no reported selling, suggesting confidence in the company's future.Is LW Overvalued or Undervalued?The current share price of Lamb Weston Holdings Inc at $47.91 presents a compelling opportunity, as it is trading significantly below the GF Value™ estimate of $65.30, indicating a 26.6% margin of safety. The GF Value™ metric serves as GuruFocus's proprietary intrinsic-value estimate, derived from a combination of historical trading multiples, the company's past growth, and projections for its future performance. This suggests that the stock is currently undervalued and may offer potential upside for investors willing to hold it long-term.
However, while the GF Valuation label indicates that the stock is "Modestly Undervalued," potential investors should be aware of the risks associated with the company's financial strength, which is rated at 4 out of 10. This indicates that while there is an opportunity for growth, caution is warranted regarding the sustainability of the investment.
How Does LW's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)23.0x21.8xForward P/E15.8xN/ACurrently, Lamb Weston Holdings Inc has a trailing P/E ratio of 23.0x, which is slightly above its 5-year median P/E of 21.8x. The forward P/E of 15.8x suggests a more favorable valuation outlook moving forward. This P/E analysis aligns with the GF Value™ verdict, reinforcing the idea that the stock appears to be undervalued based on historical trading metrics.
What Does LW's GF Score™ Tell Us?The GF Score™ is an all-encompassing metric that evaluates a company's performance across various dimensions, including financial strength, profitability, growth, valuation, and momentum. With a robust score of 86/100, Lamb Weston Holdings Inc demonstrates strong fundamentals, particularly in profitability and valuation.
MetricRatingGF Score™86/100Financial Strength4/10Profitability9/10Growth7/10Valuation8/10Momentum7/10The strongest area for LW is its profitability rank of 9/10, suggesting that the company has strong profit margins and operational efficiency. On the other hand, its financial strength rank of 4/10 indicates that there may be some vulnerabilities that could impact the sustainability of its financial performance in the long term.
What Are Gurus and Insiders Doing with LW?Currently, 10 gurus hold shares of Lamb Weston Holdings Inc, with 8 of them adding to their positions in recent quarters, while none have trimmed their holdings. This positive trend among institutional investors is a strong signal of confidence in the company's future performance. Additionally, insider buying has been significant, with a total of $19.4 million in purchases over the past 12 months and no selling activity reported. This pattern of insider buying often suggests that those closest to the company believe in its long-term value and growth prospects.
What This Means for InvestorsBased on the analysis of the GF Value™, Lamb Weston Holdings Inc appears to be undervalued at its current price of $47.91, offering a potential opportunity for growth. The significant insider buying and strong guru interest further enhance this positive outlook, although caution is warranted due to the company's financial strength rating. For those looking for a potential investment, the balance of risk and opportunity seems favorable.
For additional insights and a complete analysis, visit the Lamb Weston Holdings Inc LW stock page and explore the GF Value™ page.
Frequently Asked QuestionsWhat is LW's GF Score™?
Lamb Weston Holdings Inc has a GF Score™ of 86/100, indicating a strong overall performance across multiple metrics.
Is LW overvalued or undervalued?
According to the GF Value™ estimate, LW is currently undervalued, with a market price of $47.91 compared to a GF Value™ of $65.30.
What is LW's P/E ratio?
The trailing P/E ratio for LW is 23.0x, which is above its 5-year median P/E of 21.8x, suggesting that the stock is trading at a premium relative to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Lamb Weston NYSE: LW has its share of issues, not least of all the lingering impact of the botched rollout of its enterprise resource planning (ERP) platform, which is now more of a mental hang-up than anything else. It also has an active turnaround strategy, supported by activist investors, that is starting to show results.
Lamb Weston Today
LW
Lamb Weston
$47.85 +3.28 (+7.37%)
As of 03:59 PM Eastern
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$37.62▼
$67.073.18%
23.01
$52.45
While sales remain sluggish, margins are improving, setting the stage for accelerated earnings growth in upcoming quarters. The capital return capacity is healthy and improving quarterly, enabling dividends and share buybacks, the primary reason for owning consumer staples stocks.
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Trading at about 15x current-year earnings guidance, LW stock is a deep-value opportunity, with the market pricing in failure rather than recovery. What the market is missing is that this company isn't broken, but rather suffering from self-inflicted wounds that it can and will recover from.
Looking forward, investors can expect steady revenue growth, margin recovery, and accelerated earnings growth over time—and the capital returns that come with it.
Lamb Weston: An Early-Stage Dividend Growth MachineLamb Weston is a committed dividend payer and dividend growth machine, with eight consecutive annual increases since its spin-off and the ninth coming down the pipe. The opportunity for investors is to get on board now, while it's still early in the game, as history suggests the stock price will rise given the company's capital-return growth trajectory.
In this scenario, consistency, annual increases, and yield drive rising ownership, with ownership accelerating as periodic milestones are reached. These include the 10th, 15th, and 25th consecutive years of distribution increases; thresholds for inclusion in key indices like the Dividend Achievers, Dividend Aristocrats, and Dividend Kings; and triggers for index-related and buy-and-hold investing.
Lamb Weston did not buy back significant shares in Q1 of its fiscal 2027 (FY2027) but is on track to reduce the count this year. Trailing 12-month activity reduced the count by 1.2%, and $245 million remains under the remaining authorization, worth about 4% of the early October market cap. Balance sheet highlights reflect capacity for buybacks to continue, with cash and assets increasing, and liabilities and equity steady.
Among Lamb Weston’s risks is its debt. While not excessively high, it is a headwind that could quickly become a problem if the company makes further missteps. The offset is that strategy execution is driving results, providing better clarity into future profitability and debt coverage. As it is, the company’s cash flow is sufficient; the debt is merely a concern dragging on sentiment.
Lamb Weston Outperforms, Raises Guidance in Fiscal Q1Lamb Weston didn’t have a robust quarter but posted nearly 1% growth and outperformed estimates while improving operations. Growth was centered in North America, which grew by 5% and accounts for about 65% of the total business. Volume also rose 2%, offset by price/mix and weakness in the International segment. International business contracted by 8%, hurt by regional demand, high crop yields, and carrying costs linked to capacity utilization.
Margin was a bright spot, down year over year (YOY) due to rising cost pressures, but less than expected. Key takeaways include $280 million in adjusted EBITDA, $103 million in adjusted net income, flat YOY and sufficient for an approximate 50% dividend payout ratio. Other bullish factors include 75 cents in adjusted earnings per share, up 2 cents YOY (about 1%) and more than 15 cents above MarketBeat’s consensus forecast.
Looking ahead, the company expects the strengths to continue and has lifted its full-year guidance. Execs now expect low single-digit growth versus the prior outlook of flat to 1% growth, with adjusted earnings of $3.05 at the low end, nearly a nickel above forecasts and potentially cautious.
Lamb Weston Stock Sends Signal After Earnings ResultsThe market response following the earnings release highlights the strength of Lamb Weston's Q1 FY2027 results. The stock gained more than 10%, confirming support in the low-$40s and the potential for a complete reversal. The next hurdle is existing highs in the mid-$50s, likely reached before the year's end. A move above $50 would signal a shift in market dynamics and likely lead to a sustainable rally.
Risks for investors to be aware of include the status of the ERP rollout, which has been paused, and its long-term ramifications. Not only were client relationships damaged, but class-action lawsuits against the company and its executives can proceed. Investors allege the company misled the market about the inherent risks, including system failures. The next visible catalyst is the upcoming investor day scheduled for early in 2027. Execs are expected to give updates on Europe, ERP initiatives, and strategic progress.
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Lamb Weston (NYSE:LW) raised its fiscal 2027 outlook after reporting first-quarter results that exceeded its expectations, supported by continued volume growth in North America, cost-savings initiatives and improving pricing trends.
The company reported first-quarter net sales of $1.67 billion, up 1% from a year earlier. Adjusted diluted earnings per share rose 1% to $0.75, while adjusted EBITDA declined 5% to $286 million. Chief Financial Officer Jim Gray said EBITDA was ahead of the company’s expectations despite the year-over-year decline, which reflected carry-in costs from the prior year’s potato crop in Europe, the Middle East and Africa.
“The Lamb Weston team delivered a solid start to fiscal 2027 with net sales, adjusted EPS, and adjusted EBITDA results above our guidance,” President and CEO Mike Smith said on the company’s earnings call. North America Drives Volume Growth North America net sales increased 5%, driven by 7% sales-volume growth, marking the company’s seventh consecutive quarter of volume expansion in the region. North American adjusted EBITDA rose 11%, aided by higher volumes, cost savings, $5 million in tariff refunds and improved earnings from Lamb Weston’s joint venture with RDO.
Price mix in North America declined 1.7%, an improvement from the 2.4% decline in the prior quarter. Smith said the decline reflected roughly equal contributions from price and mix, including the carryforward effect of targeted pricing investments made in fiscal 2026 and shifts toward multinational chain and private-label business. Recent inflation-related pricing actions partly offset those factors.
Gray said the company outperformed broader restaurant-industry trends during the quarter. U.S. restaurant traffic was essentially flat, while quick-service restaurant traffic declined 1%, according to Circana CREST data cited by the company. Chicken-focused QSR traffic, however, rose 4%, a favorable trend for Lamb Weston because it over-indexes with chicken-focused chains.
Smith attributed the North American momentum to new customer wins, growth with existing customers, improved fill rates, joint business planning and product innovation. Lamb Weston has completed about 70% of its contracts scheduled for renewal this year, with a high retention rate and pricing that reflects inflation, according to management. Most remaining contract discussions are expected to conclude over the next two quarters.
International Results Remain Below Long-Term Aspirations International net sales declined 8% in the first quarter, reflecting a 6% decline in sales volumes and a 2% decline in price mix. International adjusted EBITDA fell to $27 million, pressured primarily by lower European volumes and elevated carry-in costs from the previous year’s potato crop.
Management said it expects international margins to improve from first-quarter levels as it works through those prior-year potato costs. In Europe, Lamb Weston stopped production at its Broekhuizenvorst facility and transitioned customer fulfillment to other locations. Smith said the move is expected to lift regional capacity utilization above 90% and concentrate production in more cost-efficient plants.
The company also cited broader industry capacity rationalization, including announced plant closures and delayed or canceled expansion projects by other manufacturers. Smith said poor crop quality and lower yields following extensive heat and dry conditions are expected to constrain potato supply in Europe, with raw potatoes likely to limit industry capacity utilization.
Lamb Weston said it is positioned to meet anticipated customer demand because of its grower relationships and potato-contracting practices. The company implemented a price increase in Europe earlier in the month to address expected higher raw-material costs. Management said it is also working with customers to modify product specifications to help manage crop variability.
Outside Europe, the company said China delivered growth in net sales and adjusted EBITDA, supported by multinational chain demand and limited-time offers. Latin America continued to add business and ramp production at its Mar del Plata, Argentina, facility, including shipments to a new strategic global QSR customer.
Cost Programs and Organization Changes Executive Chair Jan Craps said Lamb Weston has changed half of its executive leadership team, adjusted target-setting and compensation practices, and redesigned its organization to reduce management layers and improve accountability.
The company has also begun an enterprise-wide zero-based budgeting process and continues to pursue cost-savings programs. Smith said the initiatives are intended to permanently lower operating costs while allowing the company to selectively reinvest savings in customer-facing capabilities, innovation and commercial teams.
As part of its international reorganization, Lamb Weston will combine its China and Asia-Pacific regions into a unified APAC structure. Marc Schroeder, president of international, will leave the company at the end of the calendar year, and Lamb Weston has begun an external search for his successor.
Craps said the company’s market and channel prioritization work could ultimately lead to partnership or divestiture opportunities, though he said it was too early to provide details. Lamb Weston plans to discuss its strategy further at an Investor Day in early calendar 2027.
Raised Fiscal 2027 Outlook For fiscal 2027, Lamb Weston now expects low-single-digit net sales growth, compared with its previous outlook of flat to 1% growth. The company raised its adjusted operating income target to $730 million to $810 million and increased its adjusted EBITDA forecast to $1.125 billion to $1.215 billion.
Adjusted EPS is expected to be $3.05 to $3.35, compared with a fiscal 2026 52-week adjusted EPS base of $2.90. Cash provided by operations is forecast at $750 million to $800 million. Capital expenditures are expected to total approximately $380 million to $410 million on a cash basis. Second-quarter net sales are projected to rise low single digits, while adjusted EBITDA is expected to increase high single digits to low double digits. Gray said the company expects input-cost inflation excluding potatoes to run about 100 basis points above its prior expectation, with freight, edible oils, packaging and ingredients among the major pressures. Lamb Weston plans to address those costs through savings programs and pricing actions where market conditions allow.
The company generated $144 million of free cash flow in the first quarter and returned $52 million to shareholders through its quarterly dividend. Lamb Weston declared its next quarterly dividend of $0.38 per share, payable Dec. 4.
About Lamb Weston (NYSE:LW) Lamb Weston Holdings, Inc (NYSE: LW) is a global producer and marketer of frozen potato products. The company supplies French fries, potato wedges, hash browns, potato rounds, mashed potatoes and other specialty potato products to restaurants, foodservice distributors, retailers and food manufacturers.
Its product portfolio includes conventional and specialty frozen potato offerings, as well as sweet potato products and appetizer items. Lamb Weston sells products under its Lamb Weston and Grown in Idaho brands, while also providing private-label products for retail and foodservice customers.
The company’s history dates to the 1950s, when it began producing frozen potato products in the Pacific Northwest.
Lamb Weston (NYSE:LW – Get Free Report) posted its quarterly earnings data on Tuesday. The specialty retailer reported $0.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.59 by $0.16, FiscalAI reports. Lamb Weston had a net margin of 4.39% and a return on equity of 23.33%. The firm had revenue of $1.67 billion for the quarter, compared to the consensus estimate of $1.65 billion. Lamb Weston updated its FY 2027 guidance to 3.050-3.350 EPS.
Lamb Weston Price Performance Lamb Weston stock opened at $44.74 on Tuesday. Lamb Weston has a one year low of $37.62 and a one year high of $67.07. The business has a fifty day moving average price of $50.13 and a 200-day moving average price of $45.96. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.42 and a quick ratio of 0.74. The firm has a market capitalization of $6.15 billion, a P/E ratio of 21.51, a PEG ratio of 1.94 and a beta of 0.49.
Lamb Weston Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Friday, August 7th were given a dividend of $0.38 per share. The ex-dividend date was Friday, August 7th. This represents a $1.52 annualized dividend and a dividend yield of 3.4%. Lamb Weston’s dividend payout ratio is currently 73.08%.
Key Headlines Impacting Lamb Weston Here are the key news stories impacting Lamb Weston this week: Positive Sentiment: Analysts are watching for another earnings beat, with potential support from volume growth, market-share gains and productivity improvements. Lamb Weston’s recently reported results also exceeded consensus estimates for both earnings and revenue, reinforcing optimism ahead of the release. Lamb Weston earnings preview Positive Sentiment: Wells Fargo maintained an “overweight” rating and set a $54 price target, implying substantial potential upside from recent trading levels despite reducing its previous target from $57. The favorable rating and estimate revisions may be contributing to the stock’s recent strength. Lamb Weston stock price target lowered at Wells Fargo Neutral Sentiment: The main near-term catalyst is the earnings announcement, which is expected to clarify whether Lamb Weston’s recent pattern of stronger profits despite softer sales can continue. Investors will likely focus on demand, pricing, margins and full-year guidance. Lamb Weston Q1 2027 earnings preview Negative Sentiment: Pre-earnings commentary highlights risks from cost inflation and pricing pressure. Revenue weakness remains a concern, particularly if lower sales volumes offset efficiency gains or if management issues cautious guidance. LW Q1 earnings surprise streak preview Analyst Ratings Changes Several equities research analysts have recently issued reports on LW shares. Weiss Ratings raised Lamb Weston from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Tuesday, July 28th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $52.00 price objective on shares of Lamb Weston in a report on Monday, July 27th. Stifel Nicolaus upped their price target on Lamb Weston from $45.00 to $52.00 and gave the company a “hold” rating in a research report on Monday, July 27th. Barclays increased their price target on Lamb Weston from $50.00 to $56.00 and gave the stock an “overweight” rating in a research note on Monday, July 27th. Finally, Stephens lowered their price objective on Lamb Weston from $55.00 to $50.00 and set an “equal weight” rating on the stock in a research note on Monday, September 28th. Three investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $52.45.
View Our Latest Research Report on Lamb Weston
About Lamb Weston (Get Free Report)
Lamb Weston Holdings, Inc (NYSE: LW) is a global producer and marketer of frozen potato products. The company supplies French fries, potato wedges, hash browns, potato rounds, mashed potatoes and other specialty potato products to restaurants, foodservice distributors, retailers and food manufacturers.
Its product portfolio includes conventional and specialty frozen potato offerings, as well as sweet potato products and appetizer items. Lamb Weston sells products under its Lamb Weston and Grown in Idaho brands, while also providing private-label products for retail and foodservice customers.
The company’s history dates to the 1950s, when it began producing frozen potato products in the Pacific Northwest.
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What happened Lamb Weston Holdings, Inc. (NYSE: LW) said first-quarter fiscal 2027 net sales rose 1% to $1.67 billion and adjusted EBITDA was $285.6 million.
Net income was $29.1 million, reported diluted EPS was $0.21, and adjusted diluted EPS was $0.75.
North America net sales rose 5% to $1.14 billion and segment adjusted EBITDA rose 11% to $287.3 million. International net sales fell 8% to $528.9 million and segment adjusted EBITDA fell 54% to $26.5 million. The company raised full-year fiscal 2027 guidance, including adjusted EBITDA to $1.13 billion to $1.22 billion, adjusted diluted EPS to $3.05 to $3.35 and net sales to up low single digits. On October 5, 2026, the board declared a quarterly dividend of $0.38 per share, payable December 4, 2026, to shareholders of record November 6, 2026.
Key numbers Metric Latest Change Source Full-year adjusted EBITDA outlook $1.13 billion to $1.22 billion SEC 8-K press release First-quarter net sales $1.67 billion from $1.66 billion, +1% SEC 8-K press release First-quarter adjusted EBITDA $285.6 million from $302.2 million, -5.5% SEC 8-K press release First-quarter net income $29.1 million from $64.3 million, -55% SEC 8-K press release First-quarter adjusted diluted EPS $0.75 from $0.74, +1% SEC 8-K press release Read more: Lamb Weston (LW) stock analysis and investment case
Why it matters OptimistFi's case is that Lamb Weston works only if stable demand turns into materially better gross profit and operating leverage. This filing is mixed for that thesis because sales rose and the company lifted full-year targets, but margins still came under pressure.
Gross profit fell 22.2% to $266.5 million from $342.4 million, and adjusted EBITDA slipped 5.5% to $285.6 million from $302.2 million.
Management said higher sales volume was more than offset by lower price mix, higher cost of sales and SG&A, and unexpected inflationary pressure across key input costs and freight expense. North America volume grew for the seventh consecutive quarter, and capacity optimization initiatives led to an approximate 10 percentage point increase in utilization.
The counterweight is International, where lower sales volume and higher manufacturing costs per pound drove segment adjusted EBITDA down 54% to $26.5 million. The filing shows the business can still post volume gains while profitability remains uneven across segments.
Browse: stock research on every company OptimistFi covers
What's next Lamb Weston will host a conference call at 09:00 a.m. ET on October 6, 2026, to review the quarter. The company said it expects to complete Focus to Win work in the coming months and share its roadmap for long-term shareholder value at Investor Day in early calendar 2027.
Meeting the updated full-year ranges would support the case, while missing them would weaken it. The dividend is payable on December 4, 2026.
More from OptimistFi LW stock: the Lamb Weston thesis, its status and the next test to watch United States Brent Oil Fund, LP (NYSE Arca: BNO) Tracks a Supply Gap Alpha Teknova, Inc. (NASDAQ: TKNO) Adds Regulatory Support for PluriFreeze Meta Platforms, Inc. (NASDAQ: META) Has a Conditional $18 Billion Bill Stock research on every company OptimistFi covers Latest stock research and investment-case updates OptimistFi: evidence-first equity research Sources SEC 8-K press release, Exhibit 99.1 — Press release with first-quarter fiscal 2027 results and updated outlook. SEC Form 8-K — Current report announcing the earnings release. Read the full OptimistFi thesis on Lamb Weston Holdings, Inc.: https://optimistfi.com/stocks/LW
See what would break the Lamb Weston Holdings, Inc. thesis and track it live on the OptimistFi Thesis-Break Engine.
Browse every company OptimistFi covers at optimistfi.com/stocks, or read the latest evidence-first research.
The full Lamb Weston Holdings, Inc. investment case, its status and the next test to watch live on the Lamb Weston Holdings, Inc. thesis page.
Originally published on OptimistFi, evidence-first equity research. More at optimistfi.com.
U.S. stocks traded higher midway through trading, with the Dow Jones index surging around 350 points on Tuesday.
The Dow traded up 0.69% to 51,622.17 while the NASDAQ jumped 0.79% to 27,694.08. The S&P 500 also rose, gaining, 0.86% to 7,840.48.
Leading and Lagging Sectors
Utilities shares jumped by 1.9% on Tuesday.
In trading on Tuesday, energy stocks fell by 0.4%.
Top Headline
Lamb Weston Holdings Inc (NYSE:LW) shares jumped around 12% on Tuesday as the company reported better-than-expected first-quarter financial results and raised its FY27 guidance above estimates.
Lamb Weston reported quarterly earnings of 75 cents per share which beat the analyst consensus estimate of 59 cents per share. The company reported quarterly sales of $1.670 billion which beat the analyst consensus estimate of $1.655 billion.
Equities Trading UP
Option Care Health Inc (NASDAQ:OPCH) shares shot up 33% to $31.05. CD&R and McKesson Corporation signed an agreement to acquire Option Care Health. Shares of XChange TEC.INC (NASDAQ:XHG) got a boost, surging 77% to $3.37 after the company announced it intends to gradually reduce operations in Mainland China and plans to invest between $5 million and $10 million in the U.S. Market. Constellation Energy Corp (NASDAQ:CEG) shares were also up, gaining 14% to $304.32 after the company announced a long-term strategic clean energy collaboration with Google to bring 890 megawatts of new nuclear capacity onto the PJM Interconnection grid. Equities Trading DOWN
Arrivent Biopharma Inc (NASDAQ:AVBP) shares dipped 58% to $11.82 as the company said Says Phase 3 trial of firmonertinib in EGFR Exon 20 lung cancer missed primary progression-free survival endpoint. Shares of Vaxcyte Inc (NASDAQ:PCVX) were down 12% to $64.95. Vaxcyte announced $500 million equity offering and $500 million convertible notes offering. Spyre Therapeutics Inc (NASDAQ:SYRE) was down, falling 10% to $83.76 after the company announced pricing of $350.0 million public offering of common stock. Commodities
In commodity news, oil traded down 0.6% to $88.87 while gold traded up 0.6% at $4,183.60.
Silver traded up 0.1% to $61.36 on Tuesday, while copper fell 0.4% to $6.6170.
Euro zone
European shares were higher today. The eurozone’s STOXX 600 gained 0.5%, while Spain’s IBEX 35 Index rose 0.8%, London’s FTSE 100 rose 0.2%, Germany’s DAX climbed 0.6%, while France’s CAC 40 rose 0.3%.
Asia Pacific Markets
Asian markets closed higher on Tuesday, with Japan’s Nikkei 225 surging 1.05%, Hong Kong’s Hang Seng Index gaining 1% and India’s BSE Sensex rising 0.95%.
Economics
The U.S. trade deficit rose to $105.6 billion in August from a revised $92.8 billion in the previous month, compared to market estimates of $102.0 billion and recording its largest deficit since March 2025. U.S. exports rose $4.5 billion to $315.2 billion in August, while imports rose $17.2 billion to a record high of $420.8 billion in August. Photo via Shutterstock
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Lamb Weston Holdings, Inc. (LW) Q1 2027 Earnings Call October 6, 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
Peter Galbo - BofA Securities, Research Division
Thomas Palmer - JPMorgan Chase & Co, Research Division
Alexia Howard - Bernstein Institutional Services LLC, Research Division
Max Andrew Gumport - BNP Paribas, Research Division
Robert Moskow - TD Cowen, Research Division
Pooran Sharma - Stephens Inc., Research Division
Marc Torrente - Wells Fargo Securities, LLC, Research Division
Presentation
Operator
Good day, and welcome to the Lamb Weston First Quarter Fiscal 2027 Earnings Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Debbie Hancock, Vice President of Investor Relations. Please go ahead.
Debbie Hancock
Vice President of Investor Relations
Good morning, and thank you for joining us for Lamb Weston's First Quarter Fiscal 2027 Earnings Call. I'm Debbie Hancock, Lamb Weston's Vice President of Investor Relations.
Earlier today, we issued our press release that we will use for our discussion today. You can find the release on our website, lambweston.com. Slides will be shared during our webcast, and we will also be posted on the website after the call. 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 and
Key Takeaways LW's fiscal Q1 sales rose 0.7% as 2% volume growth offset a 2% decline in price/mix.North America sales climbed 5% as volume grew 7%, marking a seventh straight quarter of volume gains.LW raised fiscal 2027 sales, adjusted EBITDA and earnings guidance after the stronger first quarter. Lamb Weston Holdings, Inc. (LW - Free Report) reported solid first-quarter fiscal 2027 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year.
LW’s adjusted earnings were 75 cents per share, up 1.4% year over year. The bottom line beat the Zacks Consensus Estimate of 59 cents.
Net sales amounted to $1,670.3 million, beating the Zacks Consensus Estimate of $1,654 million. The top line increased 0.7% year over year, driven by a 2% increase in sales volume and an immaterial favorable currency impact partially offset by a 2% decline in price/mix. Our model suggested a volume increase of 3.2% in the quarter.
LW’s Quarterly Results: Key Metrics & InsightsAdjusted gross profit fell 6.5% year over year to $316.8 million from $338.9 million. The adjusted gross margin decreased 140 basis points (bps) to 19%. Our model projected adjusted gross margin contraction of about 200 basis points to 18.4%.
Adjusted selling, general and administrative expenses rose 5.1% to $139.2 million. As a percentage of sales, the same increased 30 bps to 8.3%.
Adjusted EBITDA fell 5.5% year over year to $285.6 million, while adjusted EBITDA margin contracted 110 bps to 17.1%.
LW Provides Q1 Insights by SegmentNorth America segment sales increased 5.2% year over year to $1,141.4 million. Volume grew 6.7%, marking the seventh consecutive quarter of volume growth, driven by stronger demand from existing customers and customer wins. Price/mix declined 1.7%, reflecting pricing and trade support as well as a mix shift toward faster-growing chain customers and private-label products.
Segment adjusted EBITDA increased 11% to $287.3 million, aided by higher volume, cost savings and $5 million of tariff refunds.
International segment sales declined 8% to $528.9 million. Volume decreased 6.4%, while price/mix fell 2%, as weaker performance in Europe continued to weigh on the business.
International segment adjusted EBITDA plunged 54% to $26.5 million. Lower sales, higher manufacturing costs per pound, prior-year potato cost carry-in, factory underutilization and inflation pressured results.
Lamb Weston’s Financial Health SnapshotThe company ended the quarter with cash and cash equivalents of $166.3 million, long-term debt and financing obligations (excluding the current portion) of $3,578.5 million and total shareholders’ equity of $1,806.7 million.
LW generated $234.8 million as net cash from operating activities for the 13 weeks ending Aug. 30, 2026, wherein capital expenditures amounted to $91 million.
The company returned $52 million to shareholders through dividends during the quarter and had about $245 million remaining under its share-repurchase authorization.
Management declared a quarterly dividend of 38 cents per share, payable on Dec. 4, to its shareholders of record as of Nov. 6, 2026.
What to Expect From LW in FY27?For fiscal 2027, Lamb Weston now expects net sales to increase a low-single-digit percentage from the adjusted fiscal 2026 base of $6.5 billion, compared with prior forecast of flat to 1% growth.
Adjusted EBITDA guidance increased to $1.125-$1.215 billion from $1.10-$1.20 billion. Adjusted earnings are now projected between $3.05 and $3.35 per share, up from the previous $2.95-$3.25 range. Capital spending guidance was maintained at $380-$410 million.
LW’s Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have gained 2.6% in the past three months against the industry’s 7.1% decline.
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 flaunts a Zacks Rank #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 10.8% and 33.7%, respectively, from the year-ago reported figures. Chefs' Warehouse delivered a trailing four-quarter earnings surprise of 30.4%, 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 121.7%, on average.
The consensus estimate for Mama's Creations’ current fiscal-year sales and earnings implies growth of 30.3% and 66.7%, respectively, from the year-ago figures.
Utz Brands (UTZ - Free Report) engages in the manufacture, marketing and distribution of snack foods in the United States. It presently carries a Zacks Rank of 2. UTZ delivered a trailing four-quarter earnings surprise of 1.8%, on average.
The Zacks Consensus Estimate for Utz Brands’ current financial-year sales indicates growth of 3.7% from the year-ago numbers.
Lamb Weston (NYSE:LW – Get Free Report) updated its FY 2027 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 3.050-3.350 for the period, compared to the consensus earnings per share estimate of 3.020. The company issued revenue guidance of -, compared to the consensus revenue estimate of $6.5 billion.
Wall Street Analyst Weigh In LW has been the subject of several research analyst reports. TD Cowen lifted their price objective on Lamb Weston from $40.00 to $52.00 and gave the stock a “hold” rating in a report on Tuesday, July 28th. Barclays increased their target price on Lamb Weston from $50.00 to $56.00 and gave the company an “overweight” rating in a research report on Monday, July 27th. Stifel Nicolaus boosted their price objective on shares of Lamb Weston from $45.00 to $52.00 and gave the company a “hold” rating in a research report on Monday, July 27th. Weiss Ratings upgraded shares of Lamb Weston from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. Finally, Sanford C. Bernstein lifted their price objective on shares of Lamb Weston from $42.00 to $57.00 and gave the company a “market perform” rating in a report on Tuesday, July 28th. Three investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $52.45.
Get Our Latest Analysis on LW
Lamb Weston Trading Up 2.6% Shares of LW stock opened at $44.74 on Tuesday. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.42 and a quick ratio of 0.74. Lamb Weston has a 1-year low of $37.62 and a 1-year high of $67.07. The company has a market cap of $6.15 billion, a price-to-earnings ratio of 21.51, a PEG ratio of 1.94 and a beta of 0.49. The stock has a 50 day simple moving average of $50.13 and a 200-day simple moving average of $45.96. Lamb Weston (NYSE:LW – Get Free Report) last posted its quarterly earnings results on Friday, July 24th. The specialty retailer reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.63 by $0.24. Lamb Weston had a return on equity of 23.33% and a net margin of 4.39%.The business had revenue of $1.77 billion during the quarter, compared to analyst estimates of $1.70 billion. During the same period in the prior year, the business earned $0.87 earnings per share. The business’s revenue was up 5.6% compared to the same quarter last year. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. On average, equities research analysts expect that Lamb Weston will post 3.06 EPS for the current fiscal year.
Lamb Weston Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Friday, August 7th were issued a $0.38 dividend. The ex-dividend date was Friday, August 7th. This represents a $1.52 annualized dividend and a dividend yield of 3.4%. Lamb Weston’s dividend payout ratio is presently 73.08%.
Lamb Weston News Summary Here are the key news stories impacting Lamb Weston this week:
Positive Sentiment: Analysts are watching for another earnings beat, with potential support from volume growth, market-share gains and productivity improvements. Lamb Weston’s recently reported results also exceeded consensus estimates for both earnings and revenue, reinforcing optimism ahead of the release. Lamb Weston earnings preview Positive Sentiment: Wells Fargo maintained an “overweight” rating and set a $54 price target, implying substantial potential upside from recent trading levels despite reducing its previous target from $57. The favorable rating and estimate revisions may be contributing to the stock’s recent strength. Lamb Weston stock price target lowered at Wells Fargo Neutral Sentiment: The main near-term catalyst is the earnings announcement, which is expected to clarify whether Lamb Weston’s recent pattern of stronger profits despite softer sales can continue. Investors will likely focus on demand, pricing, margins and full-year guidance. Lamb Weston Q1 2027 earnings preview Negative Sentiment: Pre-earnings commentary highlights risks from cost inflation and pricing pressure. Revenue weakness remains a concern, particularly if lower sales volumes offset efficiency gains or if management issues cautious guidance. LW Q1 earnings surprise streak preview About Lamb Weston (Get Free Report)
Lamb Weston Holdings, Inc (NYSE: LW) is a global producer and marketer of frozen potato products. The company supplies French fries, potato wedges, hash browns, potato rounds, mashed potatoes and other specialty potato products to restaurants, foodservice distributors, retailers and food manufacturers.
Its product portfolio includes conventional and specialty frozen potato offerings, as well as sweet potato products and appetizer items. Lamb Weston sells products under its Lamb Weston and Grown in Idaho brands, while also providing private-label products for retail and foodservice customers.
The company’s history dates to the 1950s, when it began producing frozen potato products in the Pacific Northwest.
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Lamb Weston (NYSE:LW – Get Free Report) posted its quarterly earnings data on Tuesday. The specialty retailer reported $0.75 EPS for the quarter, beating analysts’ consensus estimates of $0.59 by $0.16, FiscalAI reports. Lamb Weston had a net margin of 4.39% and a return on equity of 23.33%. The company had revenue of $1.67 billion for the quarter, compared to analyst estimates of $1.65 billion. During the same period in the previous year, the business posted $0.74 earnings per share. Lamb Weston’s quarterly revenue was up .7% on a year-over-year basis. Lamb Weston updated its FY 2027 guidance to 3.050-3.350 EPS.
Lamb Weston Stock Performance NYSE LW opened at $44.74 on Tuesday. The business has a 50 day moving average price of $50.13 and a 200 day moving average price of $45.96. The company has a market capitalization of $6.15 billion, a P/E ratio of 21.51, a PEG ratio of 1.94 and a beta of 0.49. Lamb Weston has a 1-year low of $37.62 and a 1-year high of $67.07. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.42 and a quick ratio of 0.74.
Lamb Weston Announces Dividend The company also recently declared a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Friday, August 7th were issued a $0.38 dividend. The ex-dividend date was Friday, August 7th. This represents a $1.52 dividend on an annualized basis and a dividend yield of 3.4%. Lamb Weston’s dividend payout ratio is currently 73.08%.
Wall Street Analyst Weigh In Several research firms have commented on LW. JPMorgan Chase & Co. reduced their price objective on Lamb Weston from $52.00 to $46.00 and set a “neutral” rating for the company in a research note on Wednesday, September 30th. Barclays upped their price target on Lamb Weston from $50.00 to $56.00 and gave the stock an “overweight” rating in a research note on Monday, July 27th. Stephens lowered their price objective on shares of Lamb Weston from $55.00 to $50.00 and set an “equal weight” rating on the stock in a research report on Monday, September 28th. Wall Street Zen cut shares of Lamb Weston from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, TD Cowen lifted their target price on shares of Lamb Weston from $40.00 to $52.00 and gave the company a “hold” rating in a report on Tuesday, July 28th. Three research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $52.45. Get Our Latest Stock Analysis on Lamb Weston
More Lamb Weston News Here are the key news stories impacting Lamb Weston this week:
Positive Sentiment: Analysts are watching for another earnings beat, with potential support from volume growth, market-share gains and productivity improvements. Lamb Weston’s recently reported results also exceeded consensus estimates for both earnings and revenue, reinforcing optimism ahead of the release. Lamb Weston earnings preview Positive Sentiment: Wells Fargo maintained an “overweight” rating and set a $54 price target, implying substantial potential upside from recent trading levels despite reducing its previous target from $57. The favorable rating and estimate revisions may be contributing to the stock’s recent strength. Lamb Weston stock price target lowered at Wells Fargo Neutral Sentiment: The main near-term catalyst is the earnings announcement, which is expected to clarify whether Lamb Weston’s recent pattern of stronger profits despite softer sales can continue. Investors will likely focus on demand, pricing, margins and full-year guidance. Lamb Weston Q1 2027 earnings preview Negative Sentiment: Pre-earnings commentary highlights risks from cost inflation and pricing pressure. Revenue weakness remains a concern, particularly if lower sales volumes offset efficiency gains or if management issues cautious guidance. LW Q1 earnings surprise streak preview Lamb Weston Company Profile (Get Free Report)
Lamb Weston Holdings, Inc (NYSE: LW) is a global producer and marketer of frozen potato products. The company supplies French fries, potato wedges, hash browns, potato rounds, mashed potatoes and other specialty potato products to restaurants, foodservice distributors, retailers and food manufacturers.
Its product portfolio includes conventional and specialty frozen potato offerings, as well as sweet potato products and appetizer items. Lamb Weston sells products under its Lamb Weston and Grown in Idaho brands, while also providing private-label products for retail and foodservice customers.
The company’s history dates to the 1950s, when it began producing frozen potato products in the Pacific Northwest.
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Lamb Weston (LW - Free Report) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +27.12%. A quarter ago, it was expected that this frozen foods supplier would post earnings of $0.62 per share when it actually produced earnings of $0.87, delivering a surprise of +40.32%.
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 $1.67 billion for the quarter ended August 2026, surpassing the Zacks Consensus Estimate by 0.98%. This compares to year-ago revenues of $1.66 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 6.4% since the beginning of the year versus the S&P 500's gain of 13.6%.
What's Next for Lamb Weston?While Lamb Weston has underperformed 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 $0.77 on $1.62 billion in revenues for the coming quarter and $3.06 on $6.49 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 15% 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, Utz Brands (UTZ - Free Report) , has yet to report results for the quarter ended September 2026.
This company is expected to post quarterly earnings of $0.24 per share in its upcoming report, which represents a year-over-year change of +4.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Utz Brands' revenues are expected to be $385.4 million, up 2% from the year-ago quarter.
Lamb Weston (NYSE:LW – Get Free Report)’s stock price gapped up before the market opened on Tuesday after the company announced better than expected quarterly earnings. The stock had previously closed at $44.57, but opened at $47.03. Lamb Weston shares last traded at $48.9630, with a volume of 1,287,850 shares traded.
The specialty retailer reported $0.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.59 by $0.16. The company had revenue of $1.67 billion for the quarter, compared to analyst estimates of $1.65 billion. Lamb Weston had a net margin of 4.39% and a return on equity of 23.33%. The business’s revenue for the quarter was up .7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.74 earnings per share. Lamb Weston has set its FY 2027 guidance at 3.050-3.350 EPS.
Lamb Weston Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Friday, August 7th were paid a $0.38 dividend. The ex-dividend date was Friday, August 7th. This represents a $1.52 dividend on an annualized basis and a yield of 3.1%. Lamb Weston’s dividend payout ratio (DPR) is currently 73.08%.
Key Headlines Impacting Lamb Weston Here are the key news stories impacting Lamb Weston this week: Positive Sentiment: Adjusted earnings and sales topped estimates. Lamb Weston reported adjusted EPS of $0.75, above the $0.59 analyst consensus, while revenue reached $1.67 billion versus expectations of $1.65 billion. Revenue increased roughly 1% year over year. Lamb Weston quarterly earnings press release Positive Sentiment: Fiscal 2027 targets were raised. Management now expects low-single-digit sales growth and adjusted EBITDA of $1.125 billion to $1.215 billion. Reported EPS guidance is $3.05 to $3.35, above the approximately $3.02 consensus estimate. Lamb Weston lifts fiscal 2027 outlook Positive Sentiment: North American demand remained a bright spot. North America sales rose 5.2% to $1.14 billion, helping offset weaker international sales. Investors also responded favorably to management’s cost-savings initiatives, which are supporting earnings performance. Lamb Weston earnings and cost savings Positive Sentiment: Shareholder returns and insider activity offered additional support. The board declared a quarterly dividend of $0.38 per share, while disclosed insider activity showed purchases and no sales during the past six months. Neutral Sentiment: Analyst sentiment remains constructive but cautious. Wells Fargo maintained an “overweight” rating while lowering its price target from $57 to $54, still implying meaningful potential upside from the referenced trading level. Negative Sentiment: Underlying financial trends were mixed. Net income fell to $29.1 million from $64.3 million, reported EPS declined to $0.21 from $0.46, international sales decreased 8%, and operating cash flow dropped to $234.8 million from $352 million. Analysts Set New Price Targets Several analysts have recently weighed in on the stock. TD Cowen boosted their price objective on shares of Lamb Weston from $40.00 to $52.00 and gave the stock a “hold” rating in a research report on Tuesday, July 28th. Wells Fargo & Company cut their price target on shares of Lamb Weston from $57.00 to $54.00 and set an “overweight” rating on the stock in a research note on Monday. Wall Street Zen downgraded shares of Lamb Weston from a “buy” rating to a “hold” rating in a research note on Saturday. JPMorgan Chase & Co. dropped their price objective on Lamb Weston from $52.00 to $46.00 and set a “neutral” rating on the stock in a report on Wednesday, September 30th. Finally, Stifel Nicolaus lifted their target price on Lamb Weston from $45.00 to $52.00 and gave the stock a “hold” rating in a research report on Monday, July 27th. Three research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $52.45.
View Our Latest Research Report on Lamb Weston
Institutional Inflows and Outflows Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. BlackRock Inc. acquired a new stake in Lamb Weston in the 2nd quarter valued at about $730,276,000. JANA Partners Management LP grew its position in shares of Lamb Weston by 7.7% in the second quarter. JANA Partners Management LP now owns 5,394,635 shares of the specialty retailer’s stock valued at $232,940,000 after purchasing an additional 386,000 shares during the last quarter. State Street Corp increased its stake in shares of Lamb Weston by 6.4% during the 2nd quarter. State Street Corp now owns 4,869,644 shares of the specialty retailer’s stock worth $210,271,000 after purchasing an additional 294,120 shares in the last quarter. Capital Research Global Investors increased its stake in shares of Lamb Weston by 31.2% during the 4th quarter. Capital Research Global Investors now owns 2,820,000 shares of the specialty retailer’s stock worth $118,130,000 after purchasing an additional 670,000 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its position in shares of Lamb Weston by 28.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,742,208 shares of the specialty retailer’s stock worth $115,865,000 after purchasing an additional 601,171 shares during the last quarter. 89.56% of the stock is currently owned by institutional investors and hedge funds.
Lamb Weston Price Performance The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.74 and a current ratio of 1.42. The company has a 50-day moving average of $50.13 and a 200-day moving average of $45.96. The stock has a market capitalization of $6.73 billion, a price-to-earnings ratio of 23.68, a P/E/G ratio of 1.94 and a beta of 0.49.
About Lamb Weston (Get Free Report)
Lamb Weston Holdings, Inc (NYSE: LW) is a global producer and marketer of frozen potato products. The company supplies French fries, potato wedges, hash browns, potato rounds, mashed potatoes and other specialty potato products to restaurants, foodservice distributors, retailers and food manufacturers.
Its product portfolio includes conventional and specialty frozen potato offerings, as well as sweet potato products and appetizer items. Lamb Weston sells products under its Lamb Weston and Grown in Idaho brands, while also providing private-label products for retail and foodservice customers.
The company’s history dates to the 1950s, when it began producing frozen potato products in the Pacific Northwest.
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Lamb Weston Holdings, Inc. (NYSE:LW) stock is trading up more than 5% on Tuesday after the frozen products provider reported better-than-expected fiscal 2027 first-quarter results and raised its fiscal 2027 guidance.
The company reported earnings of 75 cents per share, beating the Wall Street estimate for a loss of 59 cents.
Net sales increased 1% year over year to $1.67 billion, beating the analyst consensus estimate of $1.65 billion.
The company posted an adjusted EBITDA of $286 million, compared with $302 million a year earlier.
Lamb Weston ended the quarter with $166 million in cash and cash equivalents and $1.24 billion of additional available liquidity under its revolving credit facility.
Financial Highlights and Management CommentaryThe company’s net sales growth of 1% was driven by a 2% increase in sales volume and a favorable currency impact, partially offset by a 2% decrease in price/mix.
CEO Mike Smith said the quarter benefited from continued momentum in North America, where strong customer relationships supported sales-volume growth.
The company said its capacity optimization initiatives started over a year ago and led to a nearly 10% increase in utilization for its North America segment.
The company recorded sequential improvement in adjusted EBITDA for its International segment, though the Europe, the Middle East, and Africa region continues to face challenging market conditions.
Management focused on balancing its network utilization and ended production at its Broekhuizenvorst facility.
Inflation Remains A HeadwindThe company continues to face uneven inflationary pressure across key input costs and freight expense.
Management is focusing on improving supplier relations, its hedging strategy, and capacity optimization initiatives to address inflationary concerns.
Lamb Weston raised its fiscal 2027 outlook for net sales, adjusted EBITDA and adjusted earnings per share.
The company expects fiscal 2027 net sales growth in low single digits, up from 0.0% to 1.0% previously.
Adjusted earnings are expected to range from $3.05 to $3.35 per share, compared with the analyst estimate of $3.01.
Lamb Weston expects adjusted EBITDA in the range of $1.125 billion to $1.215 billion, while capital expenditures between $380 to $410 million.
During the quarter, the company returned $52 million to shareholders through cash dividends. The company reported that $245 million remains authorized and available for repurchase under its share repurchase program.
Lamb Weston’s board declared a quarterly dividend of 38 cents per share. The dividend is payable Dec. 4 to shareholders of record as of Nov. 6.
LW Price Action: Lamb Weston Holdings shares were trading at $46.83 at the time of publication on Tuesday, according to Benzinga Pro data.
Lamb Weston (LW - Free Report) reported $1.67 billion in revenue for the quarter ended August 2026, representing a year-over-year increase of 0.7%. EPS of $0.75 for the same period compares to $0.74 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.65 billion, representing a surprise of +0.98%. The company delivered an EPS surprise of +27.12%, with the consensus EPS estimate being $0.59.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: -1.8% versus -2.4% estimated by two analysts on average.Pricing/Mix- North America: -1.7% versus -1.5% estimated by two analysts on average.Volume- International: -6.4% versus -0.5% estimated by two analysts on average.Volume- North America: 6.7% versus 3.8% estimated by two analysts on average.Volume- Consolidated: 2.2% versus the two-analyst average estimate of 2.3%.Pricing/Mix- International: -2% compared to the -4.1% average estimate based on two analysts.Geographic Sales- International: $528.9 million compared to the $548.52 million average estimate based on three analysts. The reported number represents a change of -8% year over year.Geographic Sales- North America: $1.14 billion versus the three-analyst average estimate of $1.1 billion. The reported number represents a year-over-year change of +5.2%.View all Key Company Metrics for Lamb Weston here>>>
Shares of Lamb Weston have returned -10.6% over the past month versus the Zacks S&P 500 composite's +0.8% 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.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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AI, Satellites and Staples: Insiders Are Buying and Selling 3 Big NamesLamb Weston NYSE: LW raised its fiscal 2027 outlook after reporting first-quarter results that exceeded its expectations, supported by continued volume growth in North America, cost-savings initiatives and improving pricing trends.
The company reported first-quarter net sales of $1.67 billion, up 1% from a year earlier. Adjusted diluted earnings per share rose 1% to $0.75, while adjusted EBITDA declined 5% to $286 million. Chief Financial Officer Jim Gray said EBITDA was ahead of the company’s expectations despite the year-over-year decline, which reflected carry-in costs from the prior year’s potato crop in Europe, the Middle East and Africa.
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Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides“The Lamb Weston team delivered a solid start to fiscal 2027 with net sales, adjusted EPS, and adjusted EBITDA results above our guidance,” President and CEO Mike Smith said on the company’s earnings call.
North America Drives Volume Growth North America net sales increased 5%, driven by 7% sales-volume growth, marking the company’s seventh consecutive quarter of volume expansion in the region. North American adjusted EBITDA rose 11%, aided by higher volumes, cost savings, $5 million in tariff refunds and improved earnings from Lamb Weston’s joint venture with RDO.
5 Under-the-Radar Consumer Staples Stocks With Pricing PowerPrice mix in North America declined 1.7%, an improvement from the 2.4% decline in the prior quarter. Smith said the decline reflected roughly equal contributions from price and mix, including the carryforward effect of targeted pricing investments made in fiscal 2026 and shifts toward multinational chain and private-label business. Recent inflation-related pricing actions partly offset those factors.
Gray said the company outperformed broader restaurant-industry trends during the quarter. U.S. restaurant traffic was essentially flat, while quick-service restaurant traffic declined 1%, according to Circana CREST data cited by the company. Chicken-focused QSR traffic, however, rose 4%, a favorable trend for Lamb Weston because it over-indexes with chicken-focused chains.
Smith attributed the North American momentum to new customer wins, growth with existing customers, improved fill rates, joint business planning and product innovation. Lamb Weston has completed about 70% of its contracts scheduled for renewal this year, with a high retention rate and pricing that reflects inflation, according to management. Most remaining contract discussions are expected to conclude over the next two quarters.
International Results Remain Below Long-Term Aspirations International net sales declined 8% in the first quarter, reflecting a 6% decline in sales volumes and a 2% decline in price mix. International adjusted EBITDA fell to $27 million, pressured primarily by lower European volumes and elevated carry-in costs from the previous year’s potato crop.
Management said it expects international margins to improve from first-quarter levels as it works through those prior-year potato costs. In Europe, Lamb Weston stopped production at its Broekhuizenvorst facility and transitioned customer fulfillment to other locations. Smith said the move is expected to lift regional capacity utilization above 90% and concentrate production in more cost-efficient plants.
The company also cited broader industry capacity rationalization, including announced plant closures and delayed or canceled expansion projects by other manufacturers. Smith said poor crop quality and lower yields following extensive heat and dry conditions are expected to constrain potato supply in Europe, with raw potatoes likely to limit industry capacity utilization.
Lamb Weston said it is positioned to meet anticipated customer demand because of its grower relationships and potato-contracting practices. The company implemented a price increase in Europe earlier in the month to address expected higher raw-material costs. Management said it is also working with customers to modify product specifications to help manage crop variability.
Outside Europe, the company said China delivered growth in net sales and adjusted EBITDA, supported by multinational chain demand and limited-time offers. Latin America continued to add business and ramp production at its Mar del Plata, Argentina, facility, including shipments to a new strategic global QSR customer.
Cost Programs and Organization Changes Executive Chair Jan Craps said Lamb Weston has changed half of its executive leadership team, adjusted target-setting and compensation practices, and redesigned its organization to reduce management layers and improve accountability.
The company has also begun an enterprise-wide zero-based budgeting process and continues to pursue cost-savings programs. Smith said the initiatives are intended to permanently lower operating costs while allowing the company to selectively reinvest savings in customer-facing capabilities, innovation and commercial teams.
As part of its international reorganization, Lamb Weston will combine its China and Asia-Pacific regions into a unified APAC structure. Marc Schroeder, president of international, will leave the company at the end of the calendar year, and Lamb Weston has begun an external search for his successor.
Craps said the company’s market and channel prioritization work could ultimately lead to partnership or divestiture opportunities, though he said it was too early to provide details. Lamb Weston plans to discuss its strategy further at an Investor Day in early calendar 2027.
Raised Fiscal 2027 Outlook For fiscal 2027, Lamb Weston now expects low-single-digit net sales growth, compared with its previous outlook of flat to 1% growth. The company raised its adjusted operating income target to $730 million to $810 million and increased its adjusted EBITDA forecast to $1.125 billion to $1.215 billion.
Adjusted EPS is expected to be $3.05 to $3.35, compared with a fiscal 2026 52-week adjusted EPS base of $2.90. Cash provided by operations is forecast at $750 million to $800 million. Capital expenditures are expected to total approximately $380 million to $410 million on a cash basis. Second-quarter net sales are projected to rise low single digits, while adjusted EBITDA is expected to increase high single digits to low double digits. Gray said the company expects input-cost inflation excluding potatoes to run about 100 basis points above its prior expectation, with freight, edible oils, packaging and ingredients among the major pressures. Lamb Weston plans to address those costs through savings programs and pricing actions where market conditions allow.
The company generated $144 million of free cash flow in the first quarter and returned $52 million to shareholders through its quarterly dividend. Lamb Weston declared its next quarterly dividend of $0.38 per share, payable Dec. 4.
About Lamb Weston (NYSE:LW)Lamb Weston Holdings, Inc NYSE: LW is a global producer and marketer of frozen potato products. The company supplies French fries, potato wedges, hash browns, potato rounds, mashed potatoes and other specialty potato products to restaurants, foodservice distributors, retailers and food manufacturers.
Its product portfolio includes conventional and specialty frozen potato offerings, as well as sweet potato products and appetizer items. Lamb Weston sells products under its Lamb Weston and Grown in Idaho brands, while also providing private-label products for retail and foodservice customers.
The company's history dates to the 1950s, when it began producing frozen potato products in the Pacific Northwest.
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Lamb Weston Holdings Inc (NYSE:LW) the Idaho-based frozen potato products supplier, raised its full-year 2027 targets for net sales, adjusted diluted earnings per share and adjusted EBITDA on Tuesday after first-quarter net sales rose 1% to $1.67 billion.
Net income fell 55% to $29 million, down from $64 million a year earlier, while adjusted net income, which excludes certain items, held flat at $103 million.
Adjusted diluted earnings per share edged up 1% to $0.75, while adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) fell 5% to $286 million.
The company now expects full-year adjusted EBITDA of $1.125 billion to $1.215 billion, up from a previous range of $1.10 billion to $1.20 billion.
It lifted its adjusted diluted earnings per share forecast to a range of $3.05 to $3.35 from $2.95 to $3.25, and expects net sales to rise by a low single-digit percentage.
North America drove the quarter, with sales up 5% to $1.141 billion on a 7% rise in volume, the seventh consecutive quarterly gain, and adjusted EBITDA up 11% to $287 million.
The International segment weakened, with sales down 8% to $529 million and adjusted EBITDA down 54% to $27 million, reflecting lower volumes in Europe, higher potato costs and underused factories.
Lamb Weston has ended production at Broekhuizenvorst to balance its factory network, though it still faces inflation in key input costs and freight.
Cash from operating activities fell $117 million to $235 million, while capital expenditures rose $12 million to $91 million and the company returned $52 million to shareholders through dividends.
The board declared a quarterly dividend of $0.38 per share on Monday, payable on December 4 to shareholders of record on November 6.
Shares of Lamb Weston gained over 10% on Tuesday morning.
Lamb Weston raised its outlook for the year after reporting higher-than-expected adjusted earnings and sales in its fiscal first quarter, driven by continued momentum in North America.
With U.S. stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:
Wall Street expects RPM International Inc (NYSE:RPM) to post quarterly earnings of $1.95 per share on revenue of $2.22 billion before the opening bell, according to data from Benzinga Pro. RPM shares gained 0.6% to $95.83 in after-hours trading. Option Care Health Inc (NASDAQ:OPCH) shares rose sharply in after-hours trading following reports suggesting McKesson and Clayton Dubilier & Rice are nearing a deal to acquire the company. Option Care Health shares jumped 21.1% to $28.30 in the after-hours trading session. Analysts are expecting Lamb Weston Holdings Inc (NYSE:LW) to post quarterly earnings of 59 cents per share on revenue of $1.65 billion. The company will release earnings before the markets open. Lamb Weston shares gained 1.2% to $45.10 in after-hours trading. Check out our premarket coverage here
After the markets close, Worthington Steel Inc (NYSE:WS) is projected to post quarterly earnings of 68 cents per share on revenue of $885.90 million. Worthington Steel shares rose 0.3% to $39.22 in the after-hours trading session. Analysts expect Constellation Brands Inc (NYSE:STZ) to post quarterly earnings of $3.57 per share on revenue of $2.54 billion after the closing bell. Constellation shares gained 0.1% to $113.46 in after-hours trading. Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
Two consumer defensive stocks are headed in opposite directions at once, with one racking up sales while profits shrink and the other watching revenue fall while earnings surge.
Key Takeaways LW's Q1 sales are expected to be flat, while adjusted EBITDA is expected to decline in the low teens. Higher potato and edible-oil costs, plus pricing and mix pressures, could weigh on Q1 profitability.North America volume growth, market-share gains and supply-chain execution may help support results. Lamb Weston Holdings, Inc. (LW - Free Report) is likely to witness a top-and bottom-line decline when it reports first-quarter fiscal 2027 earnings on Oct. 6. The Zacks Consensus Estimate for revenues is pegged at $1.7 billion, indicating a 0.3% decrease from the year-ago reported number.
The consensus mark for earnings has risen by a penny over the past seven days to 59 cents a share, which, however, suggests a fall of 20.3% from the figure recorded in the year-ago period. LW has a trailing four-quarter surprise of 24.6%, on average.
Factors Likely to Influence LW’s Upcoming ResultsLamb Weston’s first-quarter fiscal 2027 results are likely to reflect continued cost pressures. Management indicated that the carryover effects of prior-year potato costs and elevated edible-oil costs were expected to have a greater impact in the first quarter. The company also noted that fourth-quarter input-cost volatility had flowed into finished-goods inventory that would move through during the quarter, which could have weighed on profitability.
Pricing and mix may also have remained a headwind. In North America, modest price/mix investments and cost inflation are expected to have pressured profitability, while International results are likely to remain challenged by competitive conditions in EMEA. These factors, along with the carry-through of prior-year potato crop costs and price/mix, are expected to have weighed on first-quarter performance, per the last earnings call.
Against this backdrop, management expects first-quarter net sales to be flat and adjusted EBITDA to decline in the low-teens range before growth improves through the remainder of the year.
On the positive side, North America’s continued sales-volume growth and market-share gains are likely to support results. Customer wins, strong retention and improved supply-chain execution may have aided volumes, while ongoing cost-saving initiatives and operating efficiencies could have partially offset inflationary pressures.
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 +3.61%. 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, too, have the right combination of elements to beat on earnings this reporting cycle.
Sysco Corporation (SYY - Free Report) currently has an Earnings ESP of +2.89% and a Zacks Rank of 2. The consensus estimate for the quarterly revenues is pinned at $22.2 billion, which suggests almost 5% 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 Sysco’s upcoming quarter’s EPS is pegged at $1.16, which calls for a 0.9% increase from the year-ago period figure. SYY delivered a trailing four-quarter earnings surprise of nearly 1%, on average.
The Coca-Cola Company (KO - Free Report) currently has an Earnings ESP of +0.57% and a Zacks Rank #3. The consensus estimate for quarterly revenues is pegged at $12.9 billion, which indicates an improvement of about 4% from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for Coca-Cola’s upcoming quarter’s EPS is pegged at 87 cents, which calls for 6.1% growth from the figure reported in the prior-year quarter. KO delivered a trailing four-quarter earnings surprise of 4.6%, on average.
The Kraft Heinz Company (KHC - Free Report) currently has an Earnings ESP of +2.47% and a Zacks Rank of 3. The Zacks Consensus Estimate for its upcoming quarter’s revenues is pegged at about $6 billion, suggesting a 3.1% decline from the figure reported in the prior-year quarter.
The consensus estimate for The Kraft Heinz Company’s earnings is pegged at 43 cents per share, implying a decrease of 29.5% from the year-ago quarter. KHC delivered a trailing four-quarter earnings surprise of 9.6%, on average.
Lamb Weston (LW) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
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 29.18%.
For the last reported quarter, Lamb Weston came out with earnings of $0.87 per share versus the Zacks Consensus Estimate of $0.62 per share, representing a surprise of 40.32%. For the previous quarter, the company was expected to post earnings of $0.61 per share and it actually produced earnings of $0.72 per share, delivering a surprise of 18.03%.
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 has an Earnings ESP of +3.61% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on October 6, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable 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.
Lamb Weston Holdings Inc (NYSE:LW) will release earnings for its first quarter before the opening bell on Tuesday, Oct. 6.
Analysts expect the company to report quarterly earnings of 59 cents per share, down from 74 cents per share in the year-ago period. The consensus estimate for LW’s quarterly revenue is $1.65 billion. It reported $1.66 billion last year, according to Benzinga Pro.
Ahead of quarterly earnings, JPMorgan analyst Thomas Palmer maintained a Neutral rating on Lamb Weston on Wednesday and lowered the price target from $52 to $46.
With the recent buzz around Lamb Weston, some investors may also be eyeing potential gains from the company’s dividends. As of now, Lamb Weston has an annual dividend yield of 3.69%, which is a quarterly dividend amount of 38 cents per share ($1.52 a year).
So, how can investors exploit its dividend yield to pocket a regular $500 monthly?
To earn $500 per month or $6,000 annually from dividends alone, you would need an investment of approximately $162,537 or around 3,947 shares. For a more modest $100 per month or $1,200 per year, you would need $32,491 or around 789 shares.
To calculate: Divide the desired annual income ($6,000 or $1,200) by the dividend ($1.52 in this case). So, $6,000 / $1.52 = 3,947 ($500 per month), and $1,200 / $1.52 = 789 shares ($100 per month).
Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.
How that works: The dividend yield is computed by dividing the annual dividend payment by the stock’s current price.
For example, if a stock pays an annual dividend of $2 and is currently priced at $50, the dividend yield would be 4% ($2/$50). However, if the stock price increases to $60, the dividend yield drops to 3.33% ($2/$60). Conversely, if the stock price falls to $40, the dividend yield rises to 5% ($2/$40).
Similarly, changes in the dividend payment can impact the yield. If a company increases its dividend, the yield will also increase, provided the stock price stays the same. Conversely, if the dividend payment decreases, so will the yield.
LW Price Action: Shares of Lamb Weston fell 1.2% to close at $41.18 on Thursday.
Lamb Weston Holdings, Inc. trades at depressed valuation multiples, reflecting skepticism about its cyclical earnings power and recent operational missteps. Current 8.3x EV/EBITDA and 13.5x normalized FCF multiples imply little growth, despite the potential for margin recovery and double-digit returns if execution improves. Restoring investor confidence hinges on management's ability to stabilize margins, avoid further self-inflicted errors, and demonstrate credible execution amid external headwinds.
In its upcoming report, Lamb Weston (LW - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $0.59 per share, reflecting a decline of 20.3% compared to the same period last year. Revenues are forecasted to be $1.65 billion, representing a year-over-year decrease of 0.4%.
The consensus EPS estimate for the quarter has been revised 0.3% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.
Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.
While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.
Given this perspective, it's time to examine the average forecasts of specific Lamb Weston metrics that are routinely monitored and predicted by Wall Street analysts.
Analysts predict that the 'Geographic Sales- International' will reach $548.52 million. The estimate suggests a change of -4.6% year over year.
The consensus among analysts is that 'Geographic Sales- North America' will reach $1.10 billion. The estimate suggests a change of +1.7% year over year.
Based on the collective assessment of analysts, 'Volume- International' should arrive at -0.5%. Compared to the current estimate, the company reported 6.0% in the same quarter of the previous year.
The consensus estimate for 'Volume- North America' stands at 3.8%. Compared to the current estimate, the company reported 5.0% in the same quarter of the previous year.
Analysts expect 'Volume- Consolidated' to come in at 2.3%. The estimate is in contrast to the year-ago figure of 6.0%.
The average prediction of analysts places 'Adjusted EBITDA- International' at $29.69 million. Compared to the current estimate, the company reported $57.20 million in the same quarter of the previous year.
The combined assessment of analysts suggests that 'Adjusted EBITDA- North America' will likely reach $260.98 million. Compared to the current estimate, the company reported $260.00 million in the same quarter of the previous year.
View all Key Company Metrics for Lamb Weston here>>>
Shares of Lamb Weston have demonstrated returns of -20.5% over the past month compared to the Zacks S&P 500 composite's -0.4% change. With a Zacks Rank #2 (Buy), LW is expected to beat the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Lamb Weston (LW - Free Report) has been on a downward spiral lately with significant selling pressure. After declining 20.5% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.
We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.
RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.
Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock's price is reaching a point of reversal.
So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefiting from the inevitable rebound.
However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.
Why LW Could Bounce Back Before LongThe RSI reading of 21.02 for LW is an indication that the heavy selling could be in the process of exhausting itself, so the stock could bounce back in a quest for reaching the old equilibrium of supply and demand.
This technical indicator is not the only factor that calls for a potential rebound for the stock. There is a fundamental indicator as well. A strong agreement among sell-side analysts covering LW in raising earnings estimates for the current year has led to an increase in the consensus EPS estimate by 0.1% over the last 30 days. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.
Moreover, LW currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Did Lamb Weston Holdings, Inc. Insiders Breach their Fiduciary Duties to Shareholders?PR Newswire
NEW YORK, Sept. 28, 2026
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.
Contact Information:
Halper Sadeh LLC
One World Trade Center
85th Floor
New York, NY 10007
Daniel Sadeh, Esq.
Zachary Halper, Esq.
(212) 763-0060
[email protected]
[email protected]
https://www.halpersadeh.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/did-lamb-weston-holdings-inc-insiders-breach-their-fiduciary-duties-to-shareholders-302891143.html
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.
Contact Information:
Halper Sadeh LLC
One World Trade Center
85th Floor
New York, NY 10007
Daniel Sadeh, Esq.
Zachary Halper, Esq.
(212) 763-0060
[email protected]
[email protected]
https://www.halpersadeh.com
Investors interested in Food - Miscellaneous stocks are likely familiar with Lamb Weston (LW - Free Report) and Celsius Holdings Inc. (CELH - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.
Right now, Lamb Weston is sporting a Zacks Rank of #2 (Buy), while Celsius Holdings Inc. has a Zacks Rank of #5 (Strong Sell). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that LW has an improving earnings outlook. But this is only part of the picture for value investors.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.
LW currently has a forward P/E ratio of 14.25, while CELH has a forward P/E of 19.52. We also note that LW has a PEG ratio of 1.94. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. CELH currently has a PEG ratio of 1.96.
Another notable valuation metric for LW is its P/B ratio of 3.3. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, CELH has a P/B of 5.96.
Based on these metrics and many more, LW holds a Value grade of A, while CELH has a Value grade of D.
LW is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that LW is likely the superior value option right now.
Key Takeaways Lamb Weston exceeded the $100M fiscal 2026 savings milestone under its three-year Cost Savings Program.Lower manufacturing costs and higher volumes helped Lamb Weston lift Q4 North America adjusted EBITDA by 17%.Lamb Weston plans further cost savings across cost of sales and SG&A in fiscal 2027. Lamb Weston Holdings, Inc. (LW - Free Report) has made clear progress on the cost-reduction component of its Focus to Win strategy. The company launched a three-year Cost Savings Program in July 2025 with a target of delivering at least $250 million in annualized run-rate savings by the end of fiscal 2028. After the first year, Lamb Weston exceeded its fiscal 2026 savings milestone of $100 million.
The program is centered on structural savings across the supply chain and SG&A, alongside efforts to lower manufacturing cost per pound. These actions were reflected in North America’s operating results. In the fourth quarter of fiscal 2026, North America adjusted EBITDA increased 17% to $305 million from $260 million a year earlier. Higher sales volumes and lower manufacturing costs per pound, reflecting cost-saving initiatives and improved operating efficiencies, more than offset inflation, unfavorable price/mix and higher operating expenses. The fiscal 2026 materials identify both supply-chain structural savings and lower SG&A costs as program achievements.
For fiscal 2026, North America adjusted EBITDA increased 3%, as higher sales volume, lower manufacturing costs per pound and cost savings more than offset inflation and customer investments. At the consolidated level, adjusted EBITDA declined 9% to $1.147 billion. In the fiscal fourth quarter, adjusted SG&A increased $16 million because higher incentive compensation more than offset benefits from cost savings.
Lamb Weston plans to continue driving cost savings across both cost of sales and SG&A in fiscal 2027, with SG&A expected to decline as a result of these efforts. The company is also continuing to pursue additional opportunities to improve its cost structure and capital efficiency as the Cost Savings Program advances.
Lamb Weston’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have gained 8.5% in the past month compared with the broader Consumer Staples sector, the industry and the S&P 500 index’s 6%, 1.3% and 18.3% 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 14.44, which is slightly up from the industry average of 14.18. This valuation positions the stock at a modest premium 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 flaunts a Zacks Rank #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 10.6% and 33.7%, respectively, from the year-ago reported figures. Chefs' Warehouse delivered a trailing four-quarter earnings surprise of 30.4%, on average.
Luckin Coffee Inc. (LKNCY - Free Report) offers retail services of freshly brewed drinks and pre-made food and beverage items in the People's Republic of China. The company currently sports a Zacks Rank of 1. LKNCY delivered a trailing four-quarter earnings surprise of 6.6%, on average.
The Zacks Consensus Estimate for Luckin Coffee’s current financial-year sales and earnings indicates growth of 33.3% and 40.8%, respectively, from the prior-year reported levels.
Utz Brands (UTZ - Free Report) engages in the manufacture, marketing and distribution of snack foods in the United States. It presently carries a Zacks Rank of 2 (Buy). UTZ delivered a trailing four-quarter earnings surprise of 1.8%, on average.
The Zacks Consensus Estimate for Utz Brands’ current financial-year sales indicates growth of 3.7% from the year-ago numbers.
Tidal Investments LLC boosted its position in shares of Lamb Weston (NYSE:LW – Free Report) by 44.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 48,963 shares of the specialty retailer’s stock after purchasing an additional 15,092 shares during the period. Tidal Investments LLC’s holdings in Lamb Weston were worth $2,114,000 at the end of the most recent reporting period.
A number of other hedge funds have also modified their holdings of the company. BlackRock Inc. bought a new stake in Lamb Weston in the 2nd quarter valued at approximately $730,276,000. Norges Bank acquired a new stake in shares of Lamb Weston in the fourth quarter valued at approximately $125,662,000. Bank of New York Mellon Corp acquired a new stake in shares of Lamb Weston in the second quarter valued at approximately $51,521,000. Arrowstreet Capital Limited Partnership lifted its position in shares of Lamb Weston by 350.9% in the first quarter. Arrowstreet Capital Limited Partnership now owns 1,451,954 shares of the specialty retailer’s stock worth $61,360,000 after purchasing an additional 1,129,918 shares in the last quarter. Finally, Capital Research Global Investors lifted its position in shares of Lamb Weston by 31.2% in the fourth quarter. Capital Research Global Investors now owns 2,820,000 shares of the specialty retailer’s stock worth $118,130,000 after purchasing an additional 670,000 shares in the last quarter. 89.56% of the stock is currently owned by institutional investors.
Analyst Ratings Changes A number of research analysts recently weighed in on LW shares. Sanford C. Bernstein raised their target price on shares of Lamb Weston from $42.00 to $57.00 and gave the company a “market perform” rating in a research report on Tuesday, July 28th. Barclays lifted their target price on Lamb Weston from $50.00 to $56.00 and gave the company an “overweight” rating in a research report on Monday, July 27th. Wells Fargo & Company raised their price target on Lamb Weston from $54.00 to $57.00 and gave the company an “overweight” rating in a research note on Monday, July 27th. Wall Street Zen raised Lamb Weston from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Finally, Weiss Ratings upgraded Lamb Weston from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, July 28th. Three analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Lamb Weston has an average rating of “Hold” and a consensus price target of $53.36.
Check Out Our Latest Research Report on Lamb Weston Lamb Weston Trading Up 1.1% Lamb Weston stock opened at $47.61 on Thursday. Lamb Weston has a 52 week low of $37.62 and a 52 week high of $67.07. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.74 and a current ratio of 1.42. The stock has a market capitalization of $6.55 billion, a P/E ratio of 22.89, a PEG ratio of 2.10 and a beta of 0.47. The stock has a 50-day simple moving average of $50.94 and a 200 day simple moving average of $45.94.
Lamb Weston (NYSE:LW – Get Free Report) last announced its quarterly earnings results on Friday, July 24th. The specialty retailer reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates of $0.63 by $0.24. Lamb Weston had a return on equity of 23.33% and a net margin of 4.39%.The firm had revenue of $1.77 billion for the quarter, compared to the consensus estimate of $1.70 billion. During the same quarter in the previous year, the business earned $0.87 earnings per share. The business’s revenue was up 5.6% compared to the same quarter last year. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. Analysts expect that Lamb Weston will post 3.06 earnings per share for the current year.
Lamb Weston Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Friday, August 7th were issued a dividend of $0.38 per share. The ex-dividend date of this dividend was Friday, August 7th. This represents a $1.52 dividend on an annualized basis and a dividend yield of 3.2%. Lamb Weston’s payout ratio is presently 73.08%.
About Lamb Weston (Free Report)
Lamb Weston Holdings, Inc (NYSE: LW) is a food company that produces and distributes frozen potato products. Its portfolio includes frozen french fries, potato wedges, hash browns, tater tots, mashed potatoes, sweet potato products and other specialty potato items.
The company serves restaurants, foodservice distributors, retailers and food manufacturers. Its products are sold under the Lamb Weston, Grown in Idaho and Alexia brands, as well as through private-label and customer-specific offerings.
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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
Amundi decreased its stake in Lamb Weston (NYSE:LW – Free Report) by 51.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 284,598 shares of the specialty retailer’s stock after selling 297,760 shares during the quarter. Amundi owned approximately 0.21% of Lamb Weston worth $12,289,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Jones Financial Companies Lllp purchased a new position in Lamb Weston during the 2nd quarter valued at approximately $25,000. MCF Advisors LLC raised its holdings in shares of Lamb Weston by 44.2% during the 4th quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock worth $27,000 after acquiring an additional 199 shares in the last quarter. Edmond DE Rothschild Holding S.A. bought a new position in shares of Lamb Weston during the 2nd quarter valued at approximately $29,000. Hantz Financial Services Inc. boosted its position in shares of Lamb Weston by 380.7% during the 4th quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock valued at $30,000 after acquiring an additional 571 shares during the last quarter. Finally, Bell Investment Advisors Inc purchased a new position in shares of Lamb Weston in the second quarter valued at $36,000. Institutional investors own 89.56% of the company’s stock.
Lamb Weston Trading Up 0.8% NYSE LW opened at $47.70 on Friday. The company’s 50-day moving average price is $50.86 and its 200-day moving average price is $45.95. The company has a current ratio of 1.42, a quick ratio of 0.74 and a debt-to-equity ratio of 1.97. The stock has a market cap of $6.56 billion, a PE ratio of 22.93, a PEG ratio of 2.11 and a beta of 0.47. Lamb Weston has a 12 month low of $37.62 and a 12 month high of $67.07.
Lamb Weston (NYSE:LW – Get Free Report) last announced its quarterly earnings data on Friday, July 24th. The specialty retailer reported $0.87 earnings per share for the quarter, beating analysts’ consensus estimates of $0.63 by $0.24. The company had revenue of $1.77 billion during the quarter, compared to analyst estimates of $1.70 billion. Lamb Weston had a net margin of 4.39% and a return on equity of 23.33%. The firm’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter last year, the business posted $0.87 EPS. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. Equities research analysts forecast that Lamb Weston will post 3.06 earnings per share for the current year. Lamb Weston Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Friday, August 7th were issued a dividend of $0.38 per share. This represents a $1.52 annualized dividend and a yield of 3.2%. The ex-dividend date was Friday, August 7th. Lamb Weston’s dividend payout ratio (DPR) is presently 73.08%.
Wall Street Analysts Forecast Growth A number of equities analysts have commented on LW shares. Barclays lifted their price objective on shares of Lamb Weston from $50.00 to $56.00 and gave the stock an “overweight” rating in a research note on Monday, July 27th. Stifel Nicolaus increased their price target on shares of Lamb Weston from $45.00 to $52.00 and gave the company a “hold” rating in a report on Monday, July 27th. Sanford C. Bernstein lifted their price target on Lamb Weston from $42.00 to $57.00 and gave the stock a “market perform” rating in a research report on Tuesday, July 28th. TD Cowen boosted their price objective on Lamb Weston from $40.00 to $52.00 and gave the stock a “hold” rating in a research note on Tuesday, July 28th. Finally, JPMorgan Chase & Co. upped their price objective on Lamb Weston from $43.00 to $48.00 and gave the company a “neutral” rating in a research report on Thursday, July 9th. Three research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $53.36.
Get Our Latest Stock Analysis on LW
Lamb Weston Profile (Free Report)
Lamb Weston Holdings, Inc (NYSE: LW) is a food company that produces and distributes frozen potato products. Its portfolio includes frozen french fries, potato wedges, hash browns, tater tots, mashed potatoes, sweet potato products and other specialty potato items.
The company serves restaurants, foodservice distributors, retailers and food manufacturers. Its products are sold under the Lamb Weston, Grown in Idaho and Alexia brands, as well as through private-label and customer-specific offerings.
Further Reading Five stocks we like better than Lamb Weston Block Makes a Federal Trust Bank Move That Could Reshape Its Fintech Model Kroger’s Textbook Entry for Buy-and-Hold Investors AST SpaceMobile Looks to Extend Its 30-Day FCC Satellite Testing Window Amgen Drops 10% on a Trial It Didn’t Even Run 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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Canada Pension Plan Investment Board purchased a new stake in Lamb Weston (NYSE:LW – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 24,400 shares of the specialty retailer’s stock, valued at approximately $1,054,000.
A number of other institutional investors also recently modified their holdings of LW. Jones Financial Companies Lllp bought a new stake in shares of Lamb Weston during the 2nd quarter worth $25,000. MCF Advisors LLC grew its position in Lamb Weston by 44.2% in the fourth quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock valued at $27,000 after acquiring an additional 199 shares during the last quarter. Edmond DE Rothschild Holding S.A. bought a new position in Lamb Weston in the second quarter valued at about $29,000. Hantz Financial Services Inc. raised its stake in Lamb Weston by 380.7% during the fourth quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock worth $30,000 after acquiring an additional 571 shares in the last quarter. Finally, Bell Investment Advisors Inc acquired a new position in Lamb Weston during the second quarter worth about $36,000. Institutional investors and hedge funds own 89.56% of the company’s stock.
Lamb Weston Price Performance Shares of LW opened at $54.40 on Tuesday. Lamb Weston has a 12-month low of $37.62 and a 12-month high of $67.07. The business has a 50-day simple moving average of $49.98 and a two-hundred day simple moving average of $45.90. The company has a quick ratio of 0.74, a current ratio of 1.42 and a debt-to-equity ratio of 1.97. The stock has a market cap of $7.48 billion, a PE ratio of 26.15, a PEG ratio of 2.45 and a beta of 0.46.
Lamb Weston (NYSE:LW – Get Free Report) last posted its earnings results on Friday, July 24th. The specialty retailer reported $0.87 EPS for the quarter, beating the consensus estimate of $0.63 by $0.24. Lamb Weston had a return on equity of 23.33% and a net margin of 4.39%.The firm had revenue of $1.77 billion during the quarter, compared to the consensus estimate of $1.70 billion. During the same period last year, the company earned $0.87 earnings per share. The business’s quarterly revenue was up 5.6% on a year-over-year basis. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. Analysts anticipate that Lamb Weston will post 3.06 earnings per share for the current fiscal year. Lamb Weston Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 7th will be issued a $0.38 dividend. This represents a $1.52 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Friday, August 7th. Lamb Weston’s dividend payout ratio (DPR) is 73.08%.
Wall Street Analyst Weigh In A number of research firms have recently commented on LW. JPMorgan Chase & Co. increased their target price on shares of Lamb Weston from $43.00 to $48.00 and gave the stock a “neutral” rating in a report on Thursday, July 9th. Stifel Nicolaus lifted their price target on shares of Lamb Weston from $45.00 to $52.00 and gave the company a “hold” rating in a report on Monday, July 27th. Wall Street Zen upgraded shares of Lamb Weston from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Sanford C. Bernstein increased their price objective on shares of Lamb Weston from $42.00 to $57.00 and gave the company a “market perform” rating in a research note on Tuesday, July 28th. Finally, Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $52.00 price objective on shares of Lamb Weston in a research note on Monday, July 27th. Three research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $53.36.
Check Out Our Latest Report on Lamb Weston
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.
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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].
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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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Algert Global LLC lowered its holdings in shares of Lamb Weston (NYSE:LW – Free Report) by 46.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 105,820 shares of the specialty retailer’s stock after selling 91,642 shares during the period. Algert Global LLC owned approximately 0.08% of Lamb Weston worth $4,569,000 as of its most recent SEC filing.
A number of other institutional investors also recently made changes to their positions in LW. MCF Advisors LLC lifted its position in shares of Lamb Weston by 44.2% during the 4th quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock valued at $27,000 after acquiring an additional 199 shares during the last quarter. Edmond DE Rothschild Holding S.A. purchased a new position in shares of Lamb Weston in the second quarter worth approximately $29,000. Hantz Financial Services Inc. raised its holdings in shares of Lamb Weston by 380.7% during the fourth quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock valued at $30,000 after acquiring an additional 571 shares during the period. Bell Investment Advisors Inc acquired a new stake in shares of Lamb Weston during the second quarter valued at approximately $36,000. Finally, Danske Bank A S purchased a new stake in shares of Lamb Weston in the 3rd quarter valued at approximately $52,000. 89.56% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes A number of research firms recently commented on LW. JPMorgan Chase & Co. raised their price objective on shares of Lamb Weston from $43.00 to $48.00 and gave the stock a “neutral” rating in a research note on Thursday, July 9th. Wall Street Zen upgraded Lamb Weston from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Sanford C. Bernstein raised their target price on Lamb Weston from $42.00 to $57.00 and gave the stock a “market perform” rating in a research report on Tuesday, July 28th. Barclays lifted their price target on Lamb Weston from $50.00 to $56.00 and gave the company an “overweight” rating in a report on Monday, July 27th. Finally, Stifel Nicolaus upped their price target on Lamb Weston from $45.00 to $52.00 and gave the company a “hold” rating in a research report on Monday, July 27th. Three analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $53.36.
View Our Latest Research Report on LW Lamb Weston Stock Down 0.6% LW opened at $54.94 on Friday. Lamb Weston has a fifty-two week low of $37.62 and a fifty-two week high of $67.07. The business has a 50-day moving average of $49.56 and a 200-day moving average of $45.84. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.42 and a quick ratio of 0.74. The company has a market capitalization of $7.55 billion, a PE ratio of 26.41, a price-to-earnings-growth ratio of 2.46 and a beta of 0.46.
Lamb Weston (NYSE:LW – Get Free Report) last announced its quarterly earnings results on Friday, July 24th. The specialty retailer reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.63 by $0.24. The business had revenue of $1.77 billion during the quarter, compared to analyst estimates of $1.70 billion. Lamb Weston had a return on equity of 23.33% and a net margin of 4.39%.The firm’s revenue was up 5.6% on a year-over-year basis. During the same period in the previous year, the company earned $0.87 EPS. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. Equities research analysts forecast that Lamb Weston will post 3.06 EPS for the current fiscal year.
Lamb Weston Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Friday, August 7th will be paid a $0.38 dividend. The ex-dividend date is Friday, August 7th. This represents a $1.52 dividend on an annualized basis and a yield of 2.8%. Lamb Weston’s payout ratio is 73.08%.
Lamb Weston Company 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.
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, /PRNewswire/ -- Schubert Jonckheer & Kolbe LLP advises Lamb Weston Holdings, Inc. (NYSE: LW) investors that the firm is investigating potential legal claims arising from alleged false and misleading statements about the company's efforts to modernize its business operations and systems. Current shareholders are encouraged to contact the firm here: https://www.classactionlawyers.com/lambweston.
On May 12, 2026, U.S. District Judge David C. Nye ruled that key claims in a securities fraud lawsuit against Lamb Weston and its former CEO and CFO will move forward. The lawsuit alleges that between July 2023 and December 2024, the company misled investors about the performance of its enterprise resource planning (ERP) software, including rollout problems affecting inventory visibility and customer order fulfillment. These statements allegedly caused Lamb Weston's stock to trade at artificially inflated prices. Judge Nye found the complaint sufficiently alleged that false and misleading statements about these matters were made with knowledge or deliberate recklessness. During this period, company insiders sold over $11 million in stock. The truth was revealed through disclosures in April, July, and December 2024 showing that the ERP transition contributed to lost customers and sales. Lamb Weston's stock price fell sharply following these announcements, declining 19%, 28%, and 20%, respectively.
We are investigating potential wrongdoing by Lamb Weston's directors and officers in connection with these allegations.
If you own Lamb Weston stock, you may have legal options. Visit https://www.classactionlawyers.com/lambweston to learn more.
About Schubert Jonckheer & Kolbe LLP
Schubert Jonckheer & Kolbe represents consumers in class actions and shareholders in derivative actions against corporate officers and directors. The firm is based in San Francisco and, with the help of co-counsel, litigates cases nationwide.
Contact
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Tel: 415-788-4220
Bank of America Corp DE cut its holdings in shares of Lamb Weston (NYSE:LW – Free Report) by 25.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 807,512 shares of the specialty retailer’s stock after selling 271,645 shares during the period. Bank of America Corp DE owned about 0.58% of Lamb Weston worth $34,125,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds also recently added to or reduced their stakes in the company. MCF Advisors LLC boosted its stake in shares of Lamb Weston by 44.2% in the fourth quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock worth $27,000 after buying an additional 199 shares during the last quarter. Hantz Financial Services Inc. raised its position in Lamb Weston by 380.7% during the fourth quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock valued at $30,000 after acquiring an additional 571 shares in the last quarter. Transamerica Financial Advisors LLC raised its position in Lamb Weston by 121.1% during the fourth quarter. Transamerica Financial Advisors LLC now owns 1,130 shares of the specialty retailer’s stock valued at $47,000 after acquiring an additional 619 shares in the last quarter. SJS Investment Consulting Inc. lifted its holdings in Lamb Weston by 4,512.0% in the first quarter. SJS Investment Consulting Inc. now owns 1,153 shares of the specialty retailer’s stock valued at $49,000 after acquiring an additional 1,128 shares during the period. Finally, Danske Bank A S purchased a new stake in Lamb Weston in the 3rd quarter worth approximately $52,000. 89.56% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In A number of equities research analysts have recently commented on the stock. JPMorgan Chase & Co. raised their price objective on shares of Lamb Weston from $43.00 to $48.00 and gave the stock a “neutral” rating in a research note on Thursday, July 9th. Wall Street Zen upgraded shares of Lamb Weston from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Stephens increased their price target on shares of Lamb Weston from $46.00 to $55.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 28th. Wells Fargo & Company raised their price target on shares of Lamb Weston from $54.00 to $57.00 and gave the company an “overweight” rating in a research report on Monday, July 27th. Finally, Barclays increased their target price on shares of Lamb Weston from $50.00 to $56.00 and gave the stock an “overweight” rating in a research note on Monday, July 27th. Three research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Lamb Weston presently has a consensus rating of “Hold” and an average price target of $53.36.
View Our Latest Report on Lamb Weston
Lamb Weston Price Performance NYSE:LW opened at $53.16 on Friday. 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 0.74, a current ratio of 1.42 and a debt-to-equity ratio of 1.97. The company has a market capitalization of $7.31 billion, a P/E ratio of 25.56, a P/E/G ratio of 2.40 and a beta of 0.46. The stock’s fifty day moving average is $47.86 and its two-hundred day moving average is $45.36.
Lamb Weston (NYSE:LW – Get Free Report) last released its quarterly earnings results on Friday, July 24th. The specialty retailer reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates of $0.63 by $0.24. The business had revenue of $1.77 billion during the quarter, compared to analysts’ expectations of $1.70 billion. Lamb Weston had a return on equity of 23.33% and a net margin of 4.39%.The company’s revenue was up 5.6% compared to the same quarter last year. During the same period in the prior year, the business posted $0.87 EPS. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. Equities analysts expect that Lamb Weston will post 3.06 EPS for the current year.
Lamb Weston Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Friday, August 7th will be paid a dividend of $0.38 per share. This represents a $1.52 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Friday, August 7th. Lamb Weston’s dividend payout ratio (DPR) is 73.08%.
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.
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Lamb Weston Holdings, Inc. (LW) Bank of America SMID Cap Virtual Conference August 12, 2026 10:00 AM EDT
Company Participants
James Gray - Chief Financial Officer
Conference Call Participants
Peter Galbo - BofA Securities, Research Division
Presentation
Peter Galbo
BofA Securities, Research Division
Great. Good morning, everybody. Thanks for joining the call. We're just going to give it another 10 seconds to let audio connect, and hello to everybody on the webcast. Thanks for joining. Great. Again, thanks, everybody. Good morning. Thank you for joining us today. Pete Galbo, I run the U.S. Consumer Staples team here at BofA across food -- packaged food, beverages and household and personal care. We're really excited to be joined today by Jim Gray, the new-ish, holds the column of CFO for Lamb Weston as well as Debbie Hancock from Investor Relations. Thanks, guys, for joining.
We've got about 50 minutes to go through a list of questions. We've got a number of folks on the webcast, a number of folks live on the Zoom. If you would like to ask a question on the Zoom, if you want to use the raise hand function, at any point, I'm happy to call on you. If you'd rather I ask a question on your behalf, feel free to hit me on Bloomberg or Chris Downing on my team, who's also here on Bloomberg, and we'll be happy to ask on your behalf.
Question-and-Answer Session
Peter Galbo
BofA Securities, Research Division
But with that, we'll get started. And Jim, I guess just to kick off, you reported 4Q earnings and issued fiscal '27 guidance just a few weeks ago. Maybe before we get into the broader discussion, just any pressing questions or clarifications that you've all had in conversations with investors coming out of the quarter that we should touch on first
