Lamb Weston Holdings Inc

LW: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$59.00	Kndbsq	Yymljhvl

Lamb Weston Faces Numerous Near-Term Challenges but Should Still Benefit From Long-Term Fry Growth

Kristoffer Inton

Jul 24, 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 company primarily sells French fries to other businesses like quick service restaurants. Despite its niche focus, we view frozen potatoes as boasting robust demand growth and balanced supply.

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