Lamb Weston Holdings Inc

LW: XNYS (USA)
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Lamb Weston's North American Segment Looks To Be at the Start of a Recovery Despite Headwinds

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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