Lamb Weston Holdings Inc

LW: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$84.00	Ghcryq	Bshzfyby

Lamb Weston's Restructuring Should Help Restore Margins Faster As Utilization Recovers Slowly

Kristoffer Inton

Oct 3, 2024

Business Strategy and Outlook

Lamb Weston offers investors pure-play exposure to the frozen potato market as North America’s largest producer (more than 40% share), followed by McCain (30%), Simplot (20%), and Cavendish (7%-8%) though it trails McCain globally. The firm primarily sells French fries to restaurants. Despite its niche focus, we view frozen potatoes as boasting robust demand growth.

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