Lamb Weston Holdings, Inc. (LW)

Lamb Weston's stock price has declined in the past six months. Declining volumes, industry overcapacity, escalating manufacturing costs, and lowered expectations have contributed to this performance. An ERP transition caused a significant drop in net sales and adjusted EBITDA. Lamb Weston reached a cooperation agreement with JANA Partners LLC and Continental Grain Company. The company announced a quarterly dividend of $0.37, payable on August 29, 2025, and is scheduled to release its next earnings report on July 23, 2025.

Lamb Weston's product contribution margin percentage tends to be highest in the fiscal third quarter, benefiting from freshly-harvested potatoes. Net sales and cash flows also tend to be higher in the fiscal fourth quarter, reflecting customer and consumer buying patterns. The company anticipates weak restaurant traffic in the first half of fiscal year 2025, with slight improvement in the second half.

Lamb Weston Holdings, Inc. specializes in frozen potato products, operating within the Consumer Non-Cyclicals sector and the Food & Tobacco industry. Its product portfolio includes various frozen potato products sold under the Lamb Weston brand, owned or licensed brands, and customer labels. The company serves a diverse global customer base.

Lamb Weston Holdings, Inc. has a significant global presence, distributing products in over 100 countries. Manufacturing operations are primarily in the Pacific Northwest, with an operational presence in numerous countries, including the US, the UK, Australia, China, Argentina, Mexico, Canada, Singapore, Austria, the Netherlands, and Japan. The company operates 27 production facilities globally.

Lamb Weston Holdings is recognized for its innovative approach and long-standing reputation in the frozen potato industry. In September 2022, the Oregon Department of Environmental Quality fined Lamb Weston for wastewater discharge permit violations, and a settlement was reached in 2024. The recent cooperation agreement with JANA Partners LLC and Continental Grain Company could positively impact the company's governance. Lamb Weston issued a new Global Sustainability Report in June 2025.

Lamb Weston Holdings, Inc. is primarily owned by institutional shareholders, who hold approximately 94.42% of the company's stock. Insiders own about 1.14%, and retail investors hold around 4.44%. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., JANA Partners Management LP, Fmr LLC, and State Street Corp.