Lamb Weston Holdings, Inc. (LW) Stock

Lamb Weston Holdings, Inc. (LW) is a Consumer Staples stock trading at $53.64 (as of 2026-08-21), with a market capitalization of $7.37B and a trailing P/E of 25.4. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Lamb Weston Holdings, Inc. prepares and distributes value-added frozen potato foods and related offerings, selling products through segments including Global, Foodservice, Retail, and Other. It serves foodservice and retail customers, offering items such as frozen potatoes, ingredients, and appetizers under its brands and customers’ private labels.

Understand Lamb Weston Holdings, Inc.: how it makes money

Lamb Weston makes and markets value-added frozen potato products, including products sold under its brands (such as Lamb Weston, Grown in Idaho, and Alexia) and under customers' labels, generating revenue by supplying these frozen foods to retail and foodservice channels worldwide.

The profit model is turning frozen potato processing and product development into repeat sales across multiple channels (Global, Foodservice, Retail, and Other), using both company-owned and customer (retailer or other) brand labeling to reach buyers.

Revenue by segment (latest quarter)
Global	$1.0B
Foodservice	$0.4B
Retail	$0.2B
Other	$0.0B

Business quality (Weak): Good description of the product and channel-based segment structure (4 reportable segments). Segment-level net sales inputs are available for Global, Foodservice, and Retail, but operating KPIs are mostly non-GAAP and the provided KPI list is limited, so the operating signal is narrower than the full business.

Valuation: At 21× earnings, LW trades 20% below the Food Products average (26×). Note: one-time items can distort reported P/E.

Bull case

Multi-channel reach: It operates through four segments (Global, Foodservice, Retail, Other), reflecting exposure to different customer types served with frozen potato products.
Brand plus customer-label model: Products are offered under Lamb Weston brand names, owned or licensed brands (such as Grown in Idaho and Alexia), and under retailers' brands, supporting broader distribution.
Product breadth within frozen potatoes: Beyond frozen potatoes, it also offers commercial ingredients and appetizers.

Bear case

Segment concentration signal: Based on the provided net sales inputs, most revenue is concentrated in Global, with Foodservice and Retail smaller, and Other appearing very limited in the same dataset.
Operating visibility depends on segment non-GAAP metrics: The available operating KPIs are expressed as adjusted EBITDA (non-GAAP) by segment, which can limit comparability across time periods if adjustments change.

Valuation — source: SEC EDGAR (first-party)
Price	$53.64
Market Cap	$7.37B
P/E Ratio	25.4
EV / EBITDA	11.4
Price / Book	4.04
Price / Sales	1.12
FCF Yield	7.3%
DCF Value (model)	$12.84
DCF Upside vs Price	-76.1%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$6.61B
Net Margin	4.4%
Revenue Growth (YoY)	2.5%
EPS Growth (YoY)	-16.7%
FCF Growth (YoY)	134.8%

Financial Health — source: SEC EDGAR
Altman Z-Score	2.61 (grey)
Piotroski F-Score	7/9 (strong)

Valuation vs Sector & Industry
Stock P/E	25.4
Sector P/E (Consumer Staples)	26.7
Industry P/E (Food Products)	26.1
vs Sector	-4.8%
vs Industry	-2.5%

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	BlackRock, Inc. ($745.50M)
Institutional Holders Tracked	10
Congressional Trades (recent)	7

Company
Sector	Consumer Staples
Industry	Food Products
CEO	Michael Jared Smith
Employees	10,700
Country	US
IPO Date	2016-11-10

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Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.