Lamb Weston Holdings Inc
LW: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| WN | LOCK|LJjY@ | LOCK|DV |
Lamb Weston Is Focused on Improving Execution and Cost Savings Amid Challenged QSR Traffic
Business Strategy and Outlook
Lamb Weston is North America’s largest frozen potato 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 positioned for solid long-term demand growth.
