Does Lamb Weston Stock Lead the Pack?
Lamb Weston’s stock, down 28% over the past year, has underperformed Kellogg but matched Campbell Soup amidst a challenging frozen food market. Despite recent strong volume growth, competitive pricing pressure and cautious full-year guidance have weighed on sentiment. A closer look reveals robust free cash flow, positive revenue growth, and moderate valuation, though profitability faces headwinds from market dynamics. Its “Focus to Win” plan aims for crucial cost savings in this dynamic global market.
- LW’s 12.4% operating margin, below K’s 14.7%, reflects potato cost inflation and weak European demand, despite “Focus to Win” savings.
- LW’s 2.3% revenue growth, below CPB’s acquisition-driven sales, but above K, MED, HAIN, reflects frozen potato demand and category shifts.
- LW’s 27.9% stock decline, underperforming K, stems from weak frozen potato demand and high costs, pressuring its 15.6 PE.
Here’s how Lamb Weston stacks up across size, valuation, and profitability versus key peers.
| LW | K | CPB | MED | HAIN | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 6.1 | 29.0 | 8.5 | 0.1 | 0.1 |
| Revenue ($ Bil) | 6.5 | 12.6 | 10.2 | 0.4 | 1.5 |
| PE Ratio | 15.6 | 21.7 | 14.7 | 525.2 | -0.2 |
| LTM Revenue Growth | 2.3% | -1.4% | 2.7% | -36.3% | -10.1% |
| LTM Operating Margin | 12.4% | 14.7% | 12.7% | -1.3% | 3.2% |
| LTM FCF Margin | 10.1% | 5.1% | 6.8% | 0.2% | -0.0% |
| 12M Market Return | -27.9% | 6.8% | -28.2% | -30.9% | -82.0% |
For more details on Lamb Weston, read Buy or Sell LW Stock. Below we compare LW’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LW | 2.3% | -0.3% | 20.9% | 30.5% | |
| K | -1.4% | – | -2.8% | 3.7% | 7.7% |
| CPB | 2.7% | 6.4% | 3.0% | 9.3% | |
| MED | -36.3% | – | -43.8% | -32.9% | 4.8% |
| HAIN | -10.1% | -10.2% | -3.4% | -5.0% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LW | 12.4% | 11.9% | 16.5% | 16.5% | |
| K | 14.7% | – | 14.7% | 11.5% | 9.6% |
| CPB | 12.7% | 13.2% | 12.7% | 14.0% | |
| MED | -1.3% | – | 0.5% | 11.8% | 11.6% |
| HAIN | 3.2% | 3.6% | 4.9% | 5.4% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LW | 15.6 | 26.6 | 21.6 | 12.8 | |
| K | 21.7 | – | 20.7 | 20.1 | 25.4 |
| CPB | 14.7 | 20.7 | 22.7 | 19.8 | |
| MED | 525.2 | – | 92.1 | 7.4 | 9.0 |
| HAIN | -0.2 | -1.0 | -13.1 | -12.4 |
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