Professional
Added to YB: 2025-03-03
Pitch date: 2025-01-13
LW [bullish]
Lamb Weston Holdings, Inc.
+0.37%
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
$7.9B
Pitch Price
$59.44
Price Target
100.00 (+68%)
Dividend
2.60%
EV/EBITDA
9.19
P/E
27.44
EV/Sales
1.83
Sector
Food Products
Category
special_situation
13D Activist Fund New Position: Lamb Weston Holdings, Inc.
LW: JANA Partners activist play. LW down 30% YTD. Issues: capital misallocation (high capex/SG&A), operational blunders (ERP rollout, customer loss), governance. JANA aims for board seats, operational improvements, capex/SG&A control, FCF boost. Potential Post Holdings deal (~$100/share). New CEO, but JANA wants full search.
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