Lamb Weston Holdings Inc (LW): Investor Discussion

Lamb Weston Holdings Inc

Consumer


Presented:10/04/2024
Price:$68.85
Cap:$9.82B
Current Price:$71.31
Cap:$10.17B

Presented

Date10/04/2024
Price$68.85
Market Cap$9.82B
Ent Value$12.98B
P/E Ratio16.16x
Book Value$12.88
Div Yield1.98%
Shares O/S142.60M
Ave Daily Vol3,364,162
Short Int5.71%

Current

Price$71.31
Market Cap$10.17B
Lamb Weston Holdings, Inc. engages in the production, distribution, and marketing of value-added frozen potato products. It operates through the following business segments: Global, Foodservice, Retail, and Other. The Global segment includes branded and private label frozen potato products sold in North America and international markets. The Foodservice segment consists of branded and private label frozen potato products sold throughout the United States and Canada. The Retail segment consists of consumer facing retail branded and private label frozen potato products sold primarily to grocery, mass merchants, club, and specialty retailers. The Other segment includes the vegetable and dairy businesses. The company was founded in 1950, and is headquartered in Eagle, ID.

On October 4, 2024, DeMatteo Research hosted a discussion on Lamb Weston (LW) and the frozen potato industry with five investors. The group shared thoughts on recent Q1’25 earnings print, supply & demand dynamics, QSR traffic, takeout optionality, valuation, and the outlook ahead. The bulls viewed recent struggles as cyclical and temporary in nature with increasing confidence that the cycle’s trough has passed, whereas the more hesitant participants point to pricing uncertainty and difficulty bridging to the company’s guidance.

Publicly traded companies mentioned herein: Berkshire Hathaway Inc (BRK/B), Conagra Brands Inc (CAG), Lamb Weston Holdings Inc (LW), McDonald’s Corp (MCD), Post Holdings Inc (POST), Tyson Foods Inc (TSN)

Q1’25 Earnings & Supply/Demand

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Idea Discussion

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