LW - Lamb Weston Holdings, Inc.

Lamb Weston: The Turnaround Is Advancing Despite Mounting Headwinds

Lamb Weston (LW) remains a Buy as its turnaround advances, with normalization and macro improvements supporting future re-rating potential. Q4 FY26 results beat expectations, with net sales of $6.612B and Adj. EBITDA of $1.147B, reflecting operational improvements and cost savings, albeit outweighed by previous pricing adjustments. FY27 guidance is cautious: net sales up 0–1%, Adj. EBITDA $1.1–1.2B, and FCF at a trough $380M, reflecting ongoing macro headwinds.

Jul 24, 2026 09:22 PM • seekingalpha.com

Lamb Weston: Passing The Bottom, But Challenges Remain (Downgrade)

Lamb Weston has rebounded 27% since April but now trades at fair value with most upside realized. North American volume growth and margin stabilization offset ongoing international headwinds and elevated freight costs, supporting a secure 3.1% dividend yield. Fiscal 2027 guidance calls for 1%-2% sales growth and 2%-12% EPS growth, with free cash flow expected at $370-$390 million.

Jul 24, 2026 11:48 AM • seekingalpha.com

Lamb Weston's Q4 Earnings Beat Estimates, Volume Rises 7% Y/Y

LW beats fiscal fourth-quarter earnings and sales estimates as higher volume drives sales growth, while earnings decline year over year.

Jul 24, 2026 09:21 AM • zacks.com

Lamb Weston Holdings, Inc. (LW) Q4 2026 Earnings Call Transcript

Lamb Weston Holdings, Inc. (LW) Q4 2026 Earnings Call Transcript

Jul 24, 2026 09:00 AM • seekingalpha.com

Lamb Weston Q4 Earnings Call Highlights

Lamb Weston NYSE: LW reported higher fourth-quarter sales and continued volume growth in fiscal 2026, led by North America, while international operations faced pressure from weaker European demand, higher costs and disruption tied to the Middle East conflict.

Jul 24, 2026 08:05 AM • marketbeat.com

Here's What Key Metrics Tell Us About Lamb Weston (LW) Q4 Earnings

Although the revenue and EPS for Lamb Weston (LW) give a sense of how its business performed in the quarter ended May 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Jul 24, 2026 07:01 AM • zacks.com

Lamb Weston (LW) Q4 Earnings and Revenues Beat Estimates

Lamb Weston (LW) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.87 per share a year ago.

Jul 24, 2026 06:11 AM • zacks.com

Lamb Weston Posts Higher Sales on North America Growth

The french-fry maker logged higher sales in its fiscal fourth quarter, as volume growth in North America helped offset continued cost inflation and geopolitical volatility, which weighed on international sales.

Jul 24, 2026 04:54 AM • wsj.com

Lamb Weston Announces Q4 and Full Year Fiscal 2026 Results; Company Delivered Net Sales and Adjusted EBITDA Exceeding High End of Guidance and Advanced Focus to Win Strategy

EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today its fiscal fourth quarter and full year 2026 results and provided its fiscal 2027 outlook. “This past year marked an important inflection point for our Company,” said Mike Smith, Lamb Weston president and CEO. “We overdelivered on our financial guidance with solid performance in sales and profitability, led by volume growth in North America. While disruption in the Middle East and input cost inflation have impa.

Jul 24, 2026 04:00 AM • businesswire.com

Lamb Weston Holdings Announces Quarterly Dividend

The Board of Directors of Lamb Weston Holdings, Inc. (NYSE: LW) has declared a quarterly dividend of $0.38 per share of Lamb Weston common stock. The dividend

Jul 24, 2026 04:00 AM • gurufocus.com

Lamb Weston Holdings Announces Quarterly Dividend

EAGLE, Idaho--(BUSINESS WIRE)--The Board of Directors of Lamb Weston Holdings, Inc. (NYSE: LW) has declared a quarterly dividend of $0.38 per share of Lamb Weston common stock. The dividend is payable on September 4, 2026, to stockholders of record as of the close of business on August 7, 2026. About Lamb Weston Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For more than 75 years, Lamb Weston has led the industry in innovation, introd.

Jul 24, 2026 03:59 AM • businesswire.com

Bank of New York Mellon Corp Has $50.77 Million Stock Holdings in Lamb Weston $LW

Bank of New York Mellon Corp reduced its position in shares of Lamb Weston (NYSE: LW) by 11.4% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,201,497 shares of the specialty retailer's stock after selling 155,235 shares during the

Jul 24, 2026 12:03 AM • defenseworld.net

Lamb Weston (LW) Crossed Above the 200-Day Moving Average: What That Means for Investors

From a technical perspective, Lamb Weston (LW) is looking like an interesting pick, as it just reached a key level of support. LW recently overtook the 200-day moving average, and this suggests a long-term bullish trend.

Jul 23, 2026 06:31 AM • zacks.com

Bragar Eagel & Squire, P.C. is Investigating Lamb Weston Holdings, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

Bragar Eagel & Squire, P.C.  Litigation Partner  Brandon Walker  Encourages Investors Who Suffered Losses In Lamb Weston (LW) To Contact Him Directly To Discuss Their Options

Jul 22, 2026 12:27 PM • globenewswire.com (Hide legal announcements)

3 Consumer Staples Stocks Positioned for Earnings Surprises

LW, MDLZ and CHD enter the earnings season with volume gains, brand strength and cost actions that may set the stage for upside.

Jul 22, 2026 07:16 AM • zacks.com

Is Lamb Weston Positioned for a Beat in Its Q4 Earnings Release?

Lamb Weston is likely to deliver revenue growth as North America strength and cost savings help offset pricing pressure and margin challenges.

Jul 21, 2026 07:36 AM • zacks.com

Will Lamb Weston (LW) Beat Estimates Again in Its Next Earnings Report?

Lamb Weston (LW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Jul 08, 2026 09:10 AM • zacks.com

These 2 Consumer Staples Stocks Could Beat Earnings: Why They Should Be on Your Radar

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Jul 08, 2026 05:56 AM • zacks.com

Is Lamb Weston's Focus to Win Strategy Starting to Pay Off?

LW's "Focus to Win" strategy is showing early traction, with North America volume gains, cost savings and sharper capital discipline supporting its turnaround.

Jul 07, 2026 07:56 AM • zacks.com

Lamb Weston to Announce Fourth Quarter and Full Fiscal Year 2026 Financial Results on July 24, 2026

Lamb Weston Holdings, Inc. (NYSE: LW) announced today it will report fourth quarter and full fiscal year 2026 financial results on July 24, 2026. The news rele

Jun 24, 2026 06:00 AM • gurufocus.com

Lamb Weston price target raised to $50 from $46 at Barclays

$50.00 (was $46.60)

Andrew Lazar · Barclays

Jul 21, 2026 06:03 AM • TheFly

Lamb Weston price target raised to $48 from $43 at JPMorgan

$48.00 (was $45.23)

Thomas Palmer · Coker Palmer

Jul 09, 2026 08:04 AM • TheFly

Lamb Weston price target raised to $54 from $46 at Wells Fargo

$54.00 (was $46.51)

Wells Fargo

Jul 08, 2026 06:33 AM • TheFly

Lamb Weston (LW) PT Lowered at Bernstein Amid International Business Pressure

$46.00 (was $41.84)

Alexia Howard · Bernstein

Dec 29, 2025 07:18 AM • StreetInsider

Lamb Weston price target lowered to $55 from $68 at Barclays

$55.00 (was $42.80)

Barclays

Dec 23, 2025 04:34 AM • TheFly

BNP downgrades Lamb Weston on lack of earnings bottom

$48.00 (was $42.65)

BNP Paribas

Dec 22, 2025 11:18 AM • TheFly

Lamb Weston price target lowered to $49 from $61 at Deutsche Bank

$49.00 (was $43.13)

Deutsche Bank

Dec 22, 2025 08:58 AM • TheFly

Lamb Weston price target lowered to $50 from $63 at Stifel

$50.00 (was $43.94)

Stifel Nicolaus

Dec 21, 2025 08:50 PM • TheFly

Lamb Weston price target raised to $63 from $61 at Stifel

$63.00 (was $62.01)

Stifel Nicolaus

Oct 01, 2025 02:58 PM • TheFly

Lamb Weston price target raised to $66 from $61 at Stifel

$66.00 (was $58.08)

Stifel Nicolaus

Oct 01, 2025 07:11 AM • TheFly

Lamb Weston price target raised to $68 from $66 at Wells Fargo

$68.00 (was $58.08)

Wells Fargo

Oct 01, 2025 06:46 AM • TheFly

Lamb Weston price target raised to $65 from $62 at Bernstein

$65.00 (was $58.08)

Bernstein

Oct 01, 2025 06:11 AM • TheFly

Lamb Weston price target lowered to $56 from $63 at Stifel

$56.00 (was $52.49)

Matthew Smith · Stifel Nicolaus

Apr 24, 2025 07:50 AM • TheFly

Lamb Weston price target lowered to $57 from $63 at Deutsche Bank

$57.00 (was $52.68)

Steve Powers · Deutsche Bank

Mar 19, 2025 07:06 AM • TheFly

Lamb Weston (LW) PT Raised to $90 at Citi

$90.00 (was $77.28)

Thomas Palmer · Coker Palmer

Oct 21, 2024 04:13 AM • StreetInsider

Lamb Weston price target raised to $80 from $68 at BofA

$80.00 (was $78.22)

Peter Galbo · Bank of America Securities

Oct 21, 2024 03:20 AM • TheFly

Lamb Weston price target raised to $87 from $74 at Barclays

$87.00 (was $78.22)

Andrew Lazar · Barclays

Oct 18, 2024 11:44 AM • TheFly

Lamb Weston (LW) PT Raised to $74 at Barclays

$74.00 (was $67.61)

Lauren Lieberman · Barclays

Oct 03, 2024 05:37 AM • StreetInsider

Lamb Weston price target raised to $77 from $70 at Wells Fargo

$77.00 (was $66.58)

Marc Torrente · Wells Fargo

Oct 03, 2024 02:09 AM • TheFly

Lamb Weston (LW) PT Raised to $75 at Citi

$75.00 (was $65.44)

Thomas Palmer · Coker Palmer

Sep 23, 2024 01:03 AM • StreetInsider