Lamb Weston Holdings Inc

LW: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$212.00	Zrjcrb	Bhwknprkz

Lamb Weston: Current Share Price Overweighs Risks and Overlooks Moat and Popularity of Fries

Kristoffer Inton

May 1, 2024

We see value in narrow-moat Lamb Weston’s shares, now sitting in 4-star territory and more than 20% below our $110 fair value estimate. Although near-term risks are prevalent, we see attractive upside that more than justifies these challenges.

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