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Lamb Weston Holdings (CH:0L5)
:0L5

Lamb Weston Holdings (0L5) Price & Analysis

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0L5 Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Improved Cash GenerationMaterially stronger operating cash flow and a rebound in free cash flow provide durable financial flexibility. Higher FCF supports investment, debt service, and shareholder returns while reducing refinancing pressure; although FCF has been volatile, the 2026 improvement underpins medium-term balance-sheet repair and optionality.
North America Volume And MarginsSustained volume growth and a healthy North America EBITDA margin reflect strong market position and customer demand. Durable volume momentum improves plant utilization, spreads fixed costs, and supports cash generation; North America strength offsets international headwinds and underpins core earnings resilience.
Cost-savings Program ExecutionProven ability to extract >$100M in run-rate savings demonstrates operational leverage and management execution. A credible multi-year $250M target reduces structural manufacturing cost per pound and SG&A, improving margin sustainability and raising free cash flow potential as savings scale and capex normalizes.
Bears Say
Elevated LeverageA debt-heavy capital structure increases sensitivity to earnings volatility and limits strategic flexibility. With net debt/EBITDA reported near mid-3x and meaningful interest expense, downside to margins or a cash-flow hiccup could sharply constrain buybacks, investment cadence, or require accelerated deleveraging steps that weigh on growth plans.
EMEA Demand And Profitability WeaknessPlant closure and restructuring charges signal structural excess capacity and competitive pressure in EMEA. Lower utilization and pricing headwinds in international markets can persistently depress margins, force recurring restructuring, and slow globalization of the company's growth runway, making earnings more concentrated in North America.
Input-cost Volatility (oils, Freight)Volatility in edible oils and freight is a structural margin risk for potato processors given limited short‑term pass-through to customers. Persistent inflation in key inputs compresses gross margins and adds unpredictability to earnings, complicating planning for pricing, contracts, and long-term margin restoration despite other cost-saving initiatives.

Lamb Weston Holdings News

0L5 FAQ

What was Lamb Weston Holdings’s price range in the past 12 months?
Currently, no data Available
What is Lamb Weston Holdings’s market cap?
Lamb Weston Holdings’s market cap is CHF6.11B.
    When is Lamb Weston Holdings’s upcoming earnings report date?
    Lamb Weston Holdings’s upcoming earnings report date is Oct 01, 2026 which is in 34 days.
      How were Lamb Weston Holdings’s earnings last quarter?
      Lamb Weston Holdings released its earnings results on Jul 24, 2026. The company reported CHF0.713 earnings per share for the quarter, beating the consensus estimate of CHF0.513 by CHF0.2.
        Is Lamb Weston Holdings overvalued?
        According to Wall Street analysts Lamb Weston Holdings’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Lamb Weston Holdings pay dividends?
          Lamb Weston Holdings does not currently pay dividends.
          What is Lamb Weston Holdings’s EPS estimate?
          Lamb Weston Holdings’s EPS estimate is 0.48.
            How many shares outstanding does Lamb Weston Holdings have?
            Currently, no data Available
            What happened to Lamb Weston Holdings’s price movement after its last earnings report?
            Lamb Weston Holdings reported an EPS of CHF0.713 in its last earnings report, beating expectations of CHF0.513. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Lamb Weston Holdings?
              Currently, no hedge funds are holding shares in CH:0L5
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Lamb Weston Holdings

                Lamb Weston Holdings, Inc. is a prominent global entity specializing in the manufacturing, distribution, and sale of enhanced frozen potato items. Its operations are structured across four distinct segments: Global, Foodservice, Retail, and Other. The company's product portfolio encompasses frozen potatoes, various commercial ingredients, and appetizers. These are offered both under its flagship "Lamb Weston" brand and tailored to numerous customer labels. Furthermore, the company leverages its proprietary brands, such as Grown in Idaho and Alexia, alongside other licensed trademarks and private label brands for retailers. Beyond potatoes, Lamb Weston also maintains interests in the vegetable and dairy sectors. Its extensive client base includes both retail and foodservice channels, ranging from major grocery chains, mass merchandisers, club stores, and specialty retailers to diverse businesses, educational institutions, independent and regional chain restaurants, and convenience stores. Established in 1950, the corporation maintains its principal executive offices in Eagle, Idaho.

                Lamb Weston Holdings (0L5) Earnings & Revenues

                0L5 Company Deck

                0L5 Earnings Call

                Q4 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call conveys cautious optimism: strong recovery and execution in North America (sustained volume growth, margin expansion, >$100M cost savings in year 1, and robust cash generation) and clear leadership/strategy actions are material positives. However, significant international challenges—particularly in EMEA—input cost volatility from edible oils and freight related to the Middle East conflict, one-time write-offs and start-up costs, and a near-term outlook that includes an expected Q1 EBITDA decline temper near-term upside. Overall the positives (North America performance, cash flow, cost savings, shareholder returns and strategic actions) outweigh the negatives, but with meaningful execution and macro risks to monitor.View all CH:0L5 earnings summaries

                0L5 Net sales Breakdown

                66.47%66.47%33.53%
                66.47% North America
                33.53% International
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                0L5 Stock 12 Month Forecast

                Average Price Target

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