Feed / LW

Lamb Weston Holdings, Inc.

LW

Consumer Defensive · 47.51 -3.9% today

Isolated · not yet confirmedMarket checked 10 Sept, 14:15 GMT-4

Market read

Lamb Weston Holdings, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company-3.9% todayVolume comparison unavailable
Market group0 of 17 activePackaged Foods · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • LW's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if LW's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Defensive · Packaged Foods

No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • LW's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations326
Usable filing statements104
Verified relationships3
Evidence supporting the case
  • Operating cash flow covered net income at 3.25x in the latest annual period.
Evidence challenging the case
  • Operating margin changed -1.4 percentage points in the latest annual period.
  • Net margin changed -1.2 percentage points in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 4 filings.
  • Capital investment and capacity has repeated adverse evidence across 3 filings.
  • Demand and volume has repeated adverse evidence across 3 filings.
  • Pricing and mix has repeated adverse evidence across 3 filings.
Questions before a position
  • P/E is 59% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 30% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 9, 2026

48.14
6m+8.2%12m-16.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-05-29$4.1B+11.7%$1.38-0.8%
2023-05-28$5.4B+30.5%$6.95-0.5%
2024-05-26$6.5B+20.9%$4.98+0.3%
2025-05-25$6.5B-0.3%$2.50-2.0%
2026-05-31$6.6B+2.5%$2.08-2.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
Interest Expense, Net Interest expense, net declined $2.8 million, versus the first three quarters of fiscal 2025, to $133.0 million, reflecting the impact of lower total debt outstanding primarily driven by lower borrowings under our revolving credit facilit…
10-Q · Apr 1, 2026
Capital investment and capacitynegative · 3 filings
Interest Expense, Net Interest expense, net declined $2.8 million, versus the first three quarters of fiscal 2025, to $133.0 million, reflecting the impact of lower total debt outstanding primarily driven by lower borrowings under our revolving credit facilit…
10-Q · Apr 1, 2026
Demand and volumemixed · 3 filings
These costs were partially offset by higher volumes, lower manufacturing costs per pound, and improved operational efficiencies across the organization.
10-K · Jul 24, 2026
Pricing and mixnegative · 3 filings
Price/mix declined 6%, reflecting increased competitive pricing across the segment.
10-K · Jul 24, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.0× · EV/sales 1.6×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

47.51-3.9% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 14:15 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for LW. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for LW. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind LW

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

DOLEDole plcsupplierMar 2, 2026

Smucker Lamb Weston Mission Produce Pilgrim’s Pride Post Seaboard Sprouts Farmers Market TreeHouse Foods United Natural Foods Weis Markets Fixed Salary Fixed Salaries of named executive officers are reviewed annually by the Compensation Committee with regard…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

LW is currently a Follower in the organic co-movement group Packaged Foods. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.