Lamb Weston Holdings Inc

LW: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Pricing Pressures Unlikely to Ease Quickly, but Lamb Weston Should Benefit From a Cyclical Recovery

Kristoffer Inton

Apr 2, 2026

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 the current supply-demand imbalance, we view frozen processed potatoes as positioned for cyclical recovery.

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Lamb Weston Holdings Inc

Pricing Pressures Unlikely to Ease Quickly, but Lamb Weston Should Benefit From a Cyclical Recovery

Business Strategy and Outlook

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