Added to YB: 2026-01-09
Pitch date: 2026-01-08
LW [neutral]
Lamb Weston Holdings, Inc.
Author Info
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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
$5.6B
Pitch Price
N/A
Price Target
N/A
Dividend
3.77%
EV/EBITDA
7.40
P/E
14.52
EV/Sales
1.46
Sector
Food Products
Category
value
Show full summary:
Lamb Weston — Something Will Happen, Just Not Yet
LW (watchlist): At 7.5x 2026 EBITDA could be attractive despite 3.8x leverage, declining EBITDA & trash FCF. Trading 8.6x currently. Shocked by -8% price mix. EBITDA down 40% vs 2 yrs ago. Known buyers exist but mgmt delusional on valuation. 'Something will happen' if gets too cheap.
Read full article (1 min)