Lamb Weston Holdings Inc

LW: XNYS (USA)

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Lamb Weston's Focus on Customers Should Help Drive Volume Gains and Profit Margin Recovery

Kristoffer Inton

Oct 6, 2025

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.

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Lamb Weston Holdings Inc

Lamb Weston's Focus on Customers Should Help Drive Volume Gains and Profit Margin Recovery

Business Strategy and Outlook

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