Lamb Weston Holdings Inc

LW: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Lingering Headwinds Compounded by Poor Decisions Aren't Enough to Offset Lamb Weston's Moat

Kristoffer Inton

Dec 19, 2024

Business Strategy and Outlook

Lamb Weston offers investors pure-play exposure to the frozen potato market as North America’s largest producer (more than 40% share), followed by McCain Foods (30%), J.R. Simplot (20%), and Cavendish Farms (7%-8%), though it trails McCain globally. The firm primarily sells french fries to restaurants. Despite its niche focus, we view frozen potatoes as boasting robust demand growth.

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Lamb Weston Holdings Inc

Lingering Headwinds Compounded by Poor Decisions Aren't Enough to Offset Lamb Weston's Moat

Business Strategy and Outlook

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