Added to YB: 2024-07-31
Pitch date: 2024-07-29
LW [neutral]
Lamb Weston Holdings, Inc.
+8.35%
current return
Author Info
Stock Pitckers Journey is the retired Director and COO of the Prudent Bear Funds. Sign up for the newsletter.
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
$55.06
Price Target
N/A
Dividend
2.60%
EV/EBITDA
9.19
P/E
27.44
EV/Sales
1.83
Sector
Food Products
Category
turnaround
Silence of the Lambs - Lamb Weston - LW
LW: French fry maker down 50% in 4mo. EPS grew $2.50 to $5 since 2017 spin-off, but missed 2Q, flat/down 2025 guide. 10-12x 'bottom cycle' P/E. Debt <3x EBITDA. Risks: private competitors, fast food saturation, mgmt issues, $50M recall, ERP problems. 70% fast food, 30% casual dining. Watch for tax loss selling, new holders. Cyclical biz, pandemic impact. Caution on 'dead money'.
Read full article (2 min)