lamb weston is a leading supplier of frozen potato, sweet potato, appetizer, and vegetable products to restaurants and retailers around the world. for more than 60 years, lamb weston has led the frozen potato industry in innovation, introducing inventive products for our customers. lamb weston products can be found in more than 100 countries around the world. the business is headquartered in eagle, idaho, with manufacturing operations focused in the pacific northwest, primarily in the world’s best potato-growing region, the columbia river basin. lamb weston employs more than 6,000 people around the world in sales offices, manufacturing plants, and corporate offices.
Company profile
Ticker
LW
Exchange
Website
CEO
Thomas Werner
Employees
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Lamb Weston Alimentos Modernos S.A. • Lamb Weston Argentina S.R.L. • Lamb Weston Australia Holdings Pty Ltd • Lamb Weston Australia Pty Ltd • Lamb Weston Victoria Pty Ltd • Marvel Packers Pty Ltd • Tuber Holdings Pty Ltd • Tuber Investments Pty Ltd • LWM Austria GmbH • LWM Potatoes Belgium BVBA ...
LW stock data
Latest filings (excl ownership)
10-Q
2024 Q3
Quarterly report
4 Apr 24
8-K
Lamb Weston Reports Fiscal Third Quarter 2024 Results; Updates Fiscal Year 2024 Outlook
4 Apr 24
10-Q
2024 Q2
Quarterly report
4 Jan 24
8-K
Results of Operations and Financial Condition
4 Jan 24
8-K
Regulation FD Disclosure
11 Oct 23
10-Q
2024 Q1
Quarterly report
5 Oct 23
8-K
Results of Operations and Financial Condition
5 Oct 23
8-K
Submission of Matters to a Vote of Security Holders
2 Oct 23
8-K
Recast Financial Statements – Company Consolidated
24 Aug 23
ARS
2023 FY
Annual report to shareholders
8 Aug 23
Transcripts
LW
Earnings call transcript
2024 Q3
4 Apr 24
LW
Earnings call transcript
2024 Q2
4 Jan 24
LW
Earnings call transcript
2024 Q1
5 Oct 23
LW
Earnings call transcript
2023 Q4
25 Jul 23
LW
Earnings call transcript
2023 Q4
25 Jul 23
LW
Earnings call transcript
2023 Q3
6 Apr 23
LW
Earnings call transcript
2023 Q2
5 Jan 23
LW
Earnings call transcript
2023 Q1
5 Oct 22
LW
Earnings call transcript
2022 Q4
27 Jul 22
LW
Earnings call transcript
2022 Q3
7 Apr 22
Latest ownership filings
4
Steven J Younes
2 Apr 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G/A
BlackRock Inc.
26 Jan 24
4
Sharon L. Miller
19 Dec 23
4
Thomas P. Werner
19 Dec 23
4
Sharon L. Miller
13 Nov 23
144
Notice of proposed sale of securities
13 Nov 23
4
Thomas P. Werner
6 Nov 23
4
WILLIAM G JURGENSEN
17 Oct 23
4
Maria Renna Sharpe
16 Oct 23
Financial summary
Quarter (USD) | Nov 23 | Aug 23 | May 23 | Feb 23 | |
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Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | May 23 | May 22 | May 21 | May 20 | |
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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) | 78.30 mm | 78.30 mm | 78.30 mm | 78.30 mm | 78.30 mm | 78.30 mm |
Cash burn (monthly) | 28.33 mm | 28.43 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 136.01 mm | 136.45 mm | n/a | n/a | n/a | n/a |
Cash remaining | -57.71 mm | -58.15 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | -2.0 | -2.0 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
86.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 736 |
Opened positions | 97 |
Closed positions | 114 |
Increased positions | 239 |
Reduced positions | 255 |
13F shares | Current |
---|---|
Total value | 11.56 tn |
Total shares | 125.31 mm |
Total puts | 795.90 k |
Total calls | 1.34 mm |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 16.79 mm | $1.55 tn |
BLK Blackrock | 11.03 mm | $1.02 tn |
STT State Street | 5.72 mm | $528.42 bn |
APG Asset Management | 5.28 mm | $488.02 bn |
Citadel Advisors | 3.79 mm | $350.22 bn |
IVZ Invesco | 3.42 mm | $315.99 bn |
Geode Capital Management | 3.17 mm | $292.53 bn |
Stockbridge Partners | 2.63 mm | $242.88 bn |
London Co Of Virginia | 2.61 mm | $241.00 bn |
BAC Bank Of America | 2.13 mm | $196.73 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
29 Mar 24 | Steven J Younes | Common Stock | Grant | Acquire A | No | No | 104.98 | 6.59 | 691.82 | 13,951.38 |
15 Mar 24 | Steven J Younes | Common Stock | Grant | Acquire A | No | No | 102.06 | 6.78 | 691.97 | 13,824.27 |
1 Mar 24 | Steven J Younes | Common Stock | Grant | Acquire A | No | No | 102.05 | 6.85 | 699.04 | 13,817.49 |
16 Feb 24 | Steven J Younes | Common Stock | Grant | Acquire A | No | No | 101.23 | 6.84 | 692.41 | 13,810.64 |
2 Feb 24 | Steven J Younes | Common Stock | Grant | Acquire A | No | No | 106.1 | 6.53 | 692.83 | 13,803.8 |
19 Jan 24 | Steven J Younes | Common Stock | Grant | Acquire A | No | No | 109.24 | 6.34 | 692.58 | 13,797.27 |
5 Jan 24 | Steven J Younes | Common Stock | Grant | Acquire A | No | No | 106.02 | 6.53 | 692.31 | 13,790.93 |
15 Dec 23 | Werner Thomas P. | Common Stock | Payment of exercise | Dispose F | No | No | 104.33 | 1,270 | 132.50 k | 132,574.9 |
15 Dec 23 | Miller Sharon L. | Common Stock | Payment of exercise | Dispose F | No | No | 104.33 | 283 | 29.53 k | 48,553.9 |
8 Nov 23 | Miller Sharon L. | Common Stock | Gift | Dispose G | No | No | 0 | 300 | 0.00 | 48,768.2 |
News
Citigroup Maintains Buy on Lamb Weston Hldgs, Lowers Price Target to $106
8 Apr 24
Barclays Maintains Overweight on Lamb Weston Hldgs, Lowers Price Target to $105
8 Apr 24
B of A Securities Maintains Buy on Lamb Weston Hldgs, Lowers Price Target to $113
5 Apr 24
Wells Fargo Maintains Overweight on Lamb Weston Hldgs, Lowers Price Target to $98
5 Apr 24
Stifel Maintains Buy on Lamb Weston Hldgs, Lowers Price Target to $115
5 Apr 24
Press releases
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of Lamb Weston Holdings, Inc. - LW
12 Apr 24
Lamb Weston Holdings, Inc. (LW) Plummets After Revealing ERP Infrastructure Problems – Hagens Berman
5 Apr 24
INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Lamb Weston Holdings, Inc. and Encourages Investors with Losses to Contact the Firm
4 Apr 24
Investigation into Lamb Weston Underway: Johnson Fistel, LLP Digs into Alleged Securities Law Violations - What Shareholders Need to Know
4 Apr 24
Lamb Weston Reports Fiscal Third Quarter 2024 Results; Updates Fiscal Year 2024 Outlook
4 Apr 24