Consumer Defensive
Lamb Weston Holdings, Inc.(LW)
Live Price
Offline$45.38
+0.62% today
1Y Change
-14.94%
Window
Jun 25, 2025 โ Jun 16, 2026
- Market Cap
- $6.06B
- Revenue Growth
- -0.3%
- EPS Growth
- -49.9%
- Dividend Yield
- 3.4%
Coverage: 245 bars ยท Jun 25, 2025 โ Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Lamb Weston Holdings, Inc. (LW) is a Consumer Defensive stock with a market cap of $6.06B and listed on NYSE. The stock last traded around $45.38 and down 14.9% across the available one-year price window (Jun 25, 2025 โ Jun 16, 2026). Baseline metrics include revenue growth of -0.3%, EPS growth of -49.9%, a dividend yield of 3.4%. What stands out right now is revenue -0.3%, EPS -49.9%, free cash flow +275.2% with operating margin 9.3% and ROIC 6.6%. The dividend matters to the case here, with a current yield around 3.4%. Valuation is more restrained than many high-expectation growth names at P/E 20.3 and price/sales 0.9. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines LW price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
-0.3% vs +1.7% peer median
Operating Margin
Above sector median
+9.3% vs +6.6% peer median
P/E
Above sector median
20.3 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
2026 was reported on Apr 1, 2026 with an EPS surprise of +15.0% and a revenue surprise of +4.6%.
The operating picture looks softer than before
Revenue is at -0.3% and EPS is at -49.9%, with operating margin around 9.3%.
The next real check-in already has a date
The next earnings event is scheduled for Jul 22, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +4.1% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 1, 2026 | +15.0% | +2.3% | +8.1% | +13.2% |
2025 Dec 19, 2025 | +7.1% | -2.6% | -4.8% | +0.4% |
2025 Sep 30, 2025 | +35.8% | +6.8% | +9.0% | +12.9% |
Benchmark Edge
LW vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
LW
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
LW Max Drawdown
-42.20%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for LW and SPY.
Company Overview
Lamb Weston Holdings, Inc.
New York Stock Exchange
Lamb Weston Holdings, Inc. produces, distributes, and markets value-added frozen potato products worldwide. It operates through four segments: Global, Foodservice, Retail, and Other. The company offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels. The company also offers its products under its owned or licensed brands, such as Grown in Idaho and Alexia, and other licensed brands, as well as under retailers' brands. In addition, it engages in the vegetable and dairy businesses. The company serves retail and foodservice customers; and grocery, mass merchants, club, and specialty retailers; and businesses, educational institutions, independent restaurants, regional chain restaurants, and convenience stores. Lamb Weston Holdings, Inc. was incorporated in 1950 and is headquartered in Eagle, Idaho.
- Leadership
- Michael Jared Smith
- IPO Date
- Nov 10, 2016
- Employees
- 10.7k
- Street Address
- 599 South Rivershore Lane
- Mailing
- Eagle, ID, 83616
- Region
- Eagle, ID, US
- Reporting Currency
- USD
- Investor Line
- 208 938 1047
- Last Updated
- May 2, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 20.3
- EV/EBITDA
- 11.2
- Price/Sales
- 0.9
- Price/Book
- 3.3
Growth
- Revenue
- -0.3%
- EPS
- -49.9%
- Free Cash Flow
- +275.2%
Profitability
- Gross Margin
- 20.6%
- Operating Margin
- 9.3%
- Net Margin
- 4.6%
- ROE
- 16.9%
- ROIC
- 6.6%
Balance Sheet
- Debt/Equity
- 2.19
- Current Ratio
- 1.46
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.