Lamb Weston Holdings, Inc. (LW)

Lamb Weston's stock price has been impacted by several events, including the release of fiscal fourth-quarter and full-year 2025 financial results on July 23, 2025, and fiscal first-quarter 2026 results on September 30, 2025. Analyst ratings and price targets have seen adjustments, with some firms increasing price targets while others maintained neutral recommendations. The stock showed recent strength with a 16.8% gain over four weeks, but experienced a decline of 16.07% over the past year. A class action lawsuit was filed in July 2024 alleging misrepresentations regarding the ERP system, and another in November 2024 alleging collusion to hike potato product prices.

The demand for Lamb Weston's frozen potato products generally remains high, with customers and consumers consistently prioritizing french fries. The company anticipates a return to a "more seasonal trend" in its potato costs, which will involve harvesting out of the field and seeing the impact of lower potato prices. The ongoing recovery in demand for frozen potato products in restaurant and foodservice channels also contributes to sales volumes.

Lamb Weston Holdings, Inc. is an American food processing company specializing in frozen potato products, headquartered in Eagle, Idaho. It is one of the world's largest producers of frozen french fries and other potato specialties, supplying to foodservice companies, retail chains, and international markets under brands like Lamb Weston, Grown in Idaho, and Alexia.

Lamb Weston has a significant global presence with its headquarters in Eagle, Idaho. Operations span North America, Europe (with six processing plants), China (with two processing plants), and joint ventures in Argentina and Chile. In September 2023, Lamb Weston expanded into Australia by acquiring Crackerjack Foods and opened a new french fry facility in Argentina in October 2025.

Lamb Weston's brand reputation has been affected by legal and regulatory issues, including a class action lawsuit filed in July 2024 alleging misrepresentations and omissions concerning the design and implementation of its new Enterprise Resource Planning (ERP) system. Furthermore, in November 2024, a class action lawsuit was filed against Lamb Weston and other companies, alleging collusion to artificially inflate the prices of potato products. Previously, in 2022, the Oregon Department of Environmental Quality (DEQ) fined Lamb Weston $127,000 for 90 violations of its wastewater discharge permit between 2015 and 2021, including dumping excess nitrogen. In 2024, Lamb Weston reached a settlement with the DEQ, agreeing to pay a $143,400 fine and evaluate ways to reduce wastewater.

Lamb Weston Holdings, Inc. is primarily owned by institutional shareholders, who collectively hold approximately 80.09% to 92.60% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Price T Rowe Associates Inc., Fmr LLC, State Street Corp, and Geode Capital Management LLC. Jana Partners Management LP is a significant individual/insider shareholder, owning 7.19% of the company.