Credit and interest ratesnegative · 5 filings
“Interest Expense, Net Interest expense, net declined $1.3 million, versus the prior year quarter, to $42.4 million, driven by lower outstanding debt balances.”10-Q · Oct 6, 2026 ↗
Lamb Weston Holdings, Inc.
LW
You’ve read what changed. Here’s whether the market is confirming it.
Market read
No connected market move is active around Lamb Weston Holdings, Inc..
No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
P/E21.4xlatest annual facts
Revenue YoY+2.5%2026-05-31
Operating margin8.9%-1.4 pts YoY
Company+0.3% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Manufacturing cost per pound increased because of carried-forward costs, underutilized international facilities, inflation, fuel, and freight.
- Price and trade support, along with a shift toward chain and private-label customers, reduced price/mix by 2%.
Invalidation: The isolated read changes if LW's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 0 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
- Manufacturing cost per pound increased because of carried-forward costs, underutilized international facilities, inflation, fuel, and freight.
- Price and trade support, along with a shift toward chain and private-label customers, reduced price/mix by 2%.
Company research
Understand the business, not just the ticker
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 observations346
Usable filing statements113
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 5 filings.
- Demand and volume has repeated adverse evidence across 4 filings.
- Capital investment and capacity has repeated adverse evidence across 3 filings.
- Pricing and mix has repeated adverse evidence across 3 filings.
Questions before a position
- P/E is 61% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 40% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Oct 7, 2026
48.096m+15.6%12m-24.1%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
Demand and volumemixed · 4 filings
“Sales volume increased 7% compared to the prior year quarter driven by customer wins and higher demand from existing customers.”10-Q · Oct 6, 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 ↗
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
48.09+0.3% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 7 Oct, 15:55 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 Unknown Theme. 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.
This group is retained as the last observed read for LW; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.