Added to YB: 2026-01-06
Pitch date: 2026-01-06
LW [bullish]
Lamb Weston Holdings, Inc.
+32.62%
current return
Author Info
No bio for this author
Company Info
Lamb Weston Holdings, Inc. engages in the production, distribution, and marketing of frozen potato products in the United States, Canada, Mexico, and internationally.
Market Cap
$7.3B
Pitch Price
$40.55
Price Target
N/A
Dividend
2.86%
EV/EBITDA
10.04
P/E
25.51
EV/Sales
1.70
Sector
Food Products
Category
turnaround
Bottom Fishing - Lamb Weston (NYSE:LW)
LW (new position): Down 37%, potato/fry processor spun from Conagra. FY26 Q2 double beat but -25% selloff on negative price/mix as it cut pricing to drive volumes +8%. QSR promo recovery + fast food stealing share from fast casual. Lowest-cost of 3 players (90% NA share). Guidance reaffirmed near high-end, stricter H2 pricing. Overreaction from activist year-end capitulation post failed sale.
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