Lamb Weston (LW)

Company Profile

Lamb Weston is a leading supplier of frozen potato, sweet potato, appetizer and vegetable products to restaurants and retailers around the world. For 70 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of-house management for its customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when it looks at a potato, it sees possibilities.

Company profile

Ticker

Exchange

NYSE

Website

www.lambweston.com

CEO

Thomas Werner

Location

Idaho

Fiscal year end

May 28

Sector

Manufacturing > Frozen Fruit, Juice, and Vegetable Manufacturing

Industry (SIC)

Canned, Frozen & Preserved Fruit, Veg & Food Specialties

Kraft Heinz • Treehouse Foods • Lancaster Colony • Planet Green • Barfresh Food • Coffeesmiths Collective • Heinz H J • Ggtoor ...

SEC CIK

0001679273

Corporate docs

Articles of Incorporation & Bylaws

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

L Weston Operaciones, S.A. de C.V. • Lamb Weston (Hong Kong) Limited • Lamb Weston (Shanghai) Commercial Company Limited • Lamb Weston Alimentos Modernos S.A. • Lamb Weston Argentina S.R.L. • Lamb Weston Australia Pty Ltd • Lamb Weston Australia Holdings Pty Ltd • Lamb Weston BSW, LLC • Lamb Weston Canada ULC • Lamb Weston Holland B.V. ...

LW stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

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8-K

Amendments to Articles of Incorporation or Bylaws

24 Mar 23

8-K

Lamb Weston Holdings Completes Acquisition of the Remaining Interests in European Joint Venture Lamb-Weston/Meijer

1 Mar 23

8-K

Entry into a Material Definitive Agreement

5 Jan 23

Results of Operations and Financial Condition

5 Jan 23

8-K/A

Entry into a Material Definitive Agreement

21 Oct 22

8-K

Lamb Weston Holdings Announces Agreement to Acquire Remaining Interests in European Joint Venture Lamb-Weston/Meijer

5 Oct 22

Results of Operations and Financial Condition

5 Oct 22

8-K

Submission of Matters to a Vote of Security Holders

30 Sep 22

Transcripts

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Earnings call transcript

2023 Q2

5 Jan 23

Earnings call transcript

2023 Q1

5 Oct 22

Earnings call transcript

2022 Q4

27 Jul 22

Earnings call transcript

2022 Q3

7 Apr 22

Earnings call transcript

2022 Q2

6 Jan 22

Earnings call transcript

2022 Q1

7 Oct 21

Earnings call transcript

2021 Q4

27 Jul 21

Earnings call transcript

2021 Q3

7 Apr 21

Earnings call transcript

2021 Q2

7 Jan 21

Earnings call transcript

2021 Q1

7 Oct 20

Latest ownership filings

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APG Asset Management US Inc.

BERNADETTE M MADARIETA

Financial summary

Financial statements Chart LW financial data

Quarter (USD)	Nov 22	Aug 22	May 22	Feb 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	May 22	May 21	May 20	May 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	419.40 mm	419.40 mm	419.40 mm	419.40 mm	419.40 mm	419.40 mm
Cash burn (monthly)	21.97 mm	16.88 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	91.60 mm	70.37 mm	n/a	n/a	n/a	n/a
Cash remaining	327.80 mm	349.03 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	14.9	20.7	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Lamb Weston earnings reports.

Institutional ownership, Q4 2022

LW institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	672	579	+16.1%
Opened positions	148	97	+52.6%
Closed positions	55	61	-9.8%
Increased positions	209	173	+20.8%
Reduced positions	190	185	+2.7%

13F shares	Current	Prev Q	Change
Total value	11.40 tn	9.60 bn	+118641.6%
Total shares	134.29 mm	123.84 mm	+8.4%
Total puts	846.70 k	421.60 k	+100.8%
Total calls	754.50 k	725.10 k	+4.1%
Total put/call ratio	1.1	0.6	+93.0%

Largest owners	Shares	Value	Change
Vanguard	16.89 mm	$1.51 tn	+3.0%
BLK Blackrock	10.62 mm	$949.10 bn	+17.2%
APG Asset Management US	7.00 mm	$0.00	NEW
APG Asset Management	6.98 mm	$627.54 bn	-8.5%
STT State Street	5.84 mm	$522.28 bn	NEW
London Co Of Virginia	3.57 mm	$318.93 bn	-1.5%
Geode Capital Management	2.97 mm	$267.24 bn	+5.5%
BAC Bank Of America	2.75 mm	$245.87 bn	+7.8%
Thrivent Financial For Lutherans	2.74 mm	$245.75 bn	-0.4%
Amundi	2.37 mm	$230.30 bn	+73.3%

Largest transactions	Shares	Bought/sold	Change
APG Asset Management US	7.00 mm	+7.00 mm	NEW
STT State Street	5.84 mm	+5.84 mm	NEW
Assenagon Asset Management	83.65 k	-2.08 mm	-96.1%
FMR	1.66 mm	-1.91 mm	-53.5%
TPG GP A	1.91 mm	-1.76 mm	-47.9%
BLK Blackrock	10.62 mm	+1.56 mm	+17.2%
Point72 Asset Management	1.93 mm	+1.17 mm	+155.4%
Amundi	2.37 mm	+1.00 mm	+73.3%
Citadel Advisors	2.33 mm	+923.74 k	+65.6%
MCQEF Macquarie	1.47 mm	-886.35 k	-37.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

LW insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
12 Jan 23	Gregory W Jones	Common Stock	Sell	Dispose S	No	No	97.4931	1,000	97.49 k	6,384.2
9 Jan 23	Madarieta Bernadette M	Common Stock	Sell	Dispose S	No	No	98.4027	6,500	639.62 k	25,486.72
9 Jan 23	Gerardo Scheufler	Common Stock	Sell	Dispose S	No	No	99.4133	4,389	436.32 k	23,598.8
9 Jan 23	Smith Michael Jared	Common Stock	Sell	Dispose S	No	Yes	98.9	11,934	1.18 mm	74,351
6 Jan 23	Miller Sharon L.	Common Stock	Sell	Dispose S	No	Yes	100	5,000	500.00 k	54,116.87