LW Lamb Weston Loading... : Bullish and Bearish Analyst Opinions
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20:58
Aug 05
Aug 05
Moat potato processor in earnings recovery.
Lamb Weston is a premier french fry company with a competitive moat. Since Starboard's involvement, management has been elevated, volumes have recovered, earnings have stabilized, and the stock has performed better. Continued focus on improving the earnings growth trajectory will drive further value.
MED
16:54
Aug 05
Aug 05
Fry moat, earnings recovery underway.
Lamb Weston is a French fry business with a moat and limited players. After a period of over-expansion and supply issues, execution has improved under new leadership, volumes are back, earnings have stabilized, and the company is now focused on improving its earnings growth trajectory to deliver sustainable earnings growth.
HIGH
23:43
Jul 24
Jul 24
Lamb Weston reported an increase in sales driven by growth in the North American market.
Lamb Weston reported an increase in sales driven by growth in the North American market, according to the latest financial update.
LOW
17:50
Jul 24
Jul 24
Lamb Weston Holdings provided conservative fiscal year guidance as consumers increasingly shift.
Lamb Weston Holdings provided conservative fiscal year guidance as consumers increasingly shift toward lower-cost food alternatives and reduce their frequency of dining out.
23:09
Jun 05
Jun 05
Author notes that two consumer staples names are already out of the S&P 500 drop prediction.
Author notes that two consumer staples names are already out of the S&P 500 drop prediction, tracking the thesis without taking a position.
LOW
14:17
May 11
May 11
Potato prices surged 700% in April 2026; LW is a major potato processor and seller. The price spike should improve LW’s margins and future earnings, especially after a poor ER that already depressed the stock. Insiders bought after the ER, suggesting they believe the downturn is temporary and that higher potato prices will boost revenue. Potato prices could quickly revert; fast-food demand may weaken; LW’s fixed-price contracts could delay margin benefits.
HIGH
20:20
Apr 01
Apr 01
Lamb Weston Holdings' full-year forecast implied a weaker-than-expected Q4 performance, with shares falling to lowest levels since 2017. The forecast suggests ongoing demand challenges in the frozen potato market, impacting financial performance. AVOID due to weak outlook and price decline indicating fundamental pressure. Recovery in demand or cost efficiencies.
15:07
Mar 20
Mar 20
Lamb Weston is being deleted from S&P 500 and moving to S&P Small Cap index in today's.
Lamb Weston is being deleted from S&P 500 and moving to S&P Small Cap index in today's rebalance.
LOW
19:11
Mar 15
Mar 15
Starboard Value's pressure to accelerate operational improvements and cost cuts could drive margin expansion and a re-rating. The activist is one of the largest shareholders, implying seriousness.
Starboard Value's pressure to accelerate operational improvements and cost cuts could drive margin expansion and a re-rating. The activist is one of the largest shareholders, implying seriousness.
Risk: Execution risk: operational improvements may take longer than expected; commodity cost headwinds for potato products.
19:31
Mar 11
Mar 11
They've announced that they can reduce their overhead by about $250 million. We think they should be able to do twice as much, and we think they should look at their international operations and rationalize those. Lamb Weston operates in a stable, oligopolistic market (French fries) that is highly insulated from AI disruption. Starboard's involvement will force management to double their cost-cutting targets and optimize underperforming international segments, leading to rapid margin expansion. LONG. Acquiring a fundamentally stable business at a mid-single-digit multiple with a clear, activist-enforced roadmap for aggressive cost reduction presents an asymmetric risk/reward profile. Agricultural issues (potato crop failures), supply chain disruptions, or entrenched management resisting the activist's deeper cost-cutting demands.
22:32
Mar 06
Mar 06
Announces index removal for Lamb Weston, no directional view or commentary provided.
LOW
About LW Analyst Coverage
Buzzberg tracks LW (Lamb Weston) across 6 sources. 4 bullish vs 0 bearish calls from 7 analysts. Sentiment: predominantly bullish (36%). 11 total trade ideas tracked. Latest voices: Jeff Smith, BarbarianCap, Bloomberg.