A Look At Lamb Weston (LW) Valuation After Steady Outlook And Global Capacity Cuts

Simply Wall St.01-15

AdvertisementWhy Lamb Weston’s latest moves are drawing investor attention Lamb Weston Holdings (LW) kept its full year sales outlook unchanged after better than expected results, while signaling ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2603604844?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/5122000-choice1-main-header/1585186630654","is_english":true,"pubTime":"2026-01-15 16:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2603604844","market":"sg","top_or_hot":-1,"title":"A Look At Lamb Weston (LW) Valuation After Steady Outlook And Global Capacity Cuts","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementWhy Lamb Weston’s latest moves are drawing investor attention Lamb Weston Holdings (LW) kept its full year sales outlook unchanged after better than expected results, while signaling ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-lw/lamb-weston-holdings/news/a-look-at-lamb-weston-lw-valuation-after-steady-outlook-and\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At Lamb Weston (LW) Valuation After Steady Outlook And Global Capacity Cuts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At Lamb Weston (LW) Valuation After Steady Outlook And Global Capacity Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 16:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-lw/lamb-weston-holdings/news/a-look-at-lamb-weston-lw-valuation-after-steady-outlook-and><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhy Lamb Weston’s latest moves are drawing investor attention Lamb Weston Holdings (LW) kept its full year sales outlook unchanged after better than expected results, while signaling ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-lw/lamb-weston-holdings/news/a-look-at-lamb-weston-lw-valuation-after-steady-outlook-and\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-lw/lamb-weston-holdings/news/a-look-at-lamb-weston-lw-valuation-after-steady-outlook-and","article_id":"2603604844","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/5122000-choice1-main-header/1585186630654"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-lw/lamb-weston-holdings/news/a-look-at-lamb-weston-lw-valuation-after-steady-outlook-and","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603604844","pubTimestamp":1768465354,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Why Lamb Weston’s latest moves are drawing investor attention\nLamb Weston Holdings (LW) kept its full year sales outlook unchanged after better than expected results, while signaling caution on second half demand and trimming production capacity in Argentina and the Netherlands.\nThose choices, along with trade and tariff pressures that affect restaurant demand for frozen potato products, have pushed investors to reassess what they are willing to pay for the stock at its recent price of...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4212":"包装食品与肉类","LW":"Lamb Weston Holdings, Inc.","LU1878469433.USD":"THREADNEEDLE (LUX) - AMERICAN SMALLER COMPANIES \"A\" (USD) ACC","BK4588":"碎股"},"translate_title":"前景稳定和全球产能削减后兰姆韦斯顿(LW)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LW":1.5},"content_text":"AdvertisementWhy Lamb Weston’s latest moves are drawing investor attention Lamb Weston Holdings (LW) kept its full year sales outlook unchanged after better than expected results, while signaling caution on second half demand and trimming production capacity in Argentina and the Netherlands. Those choices, along with trade and tariff pressures that affect restaurant demand for frozen potato products, have pushed investors to reassess what they are willing to pay for the stock at its recent price of $43.28. See our latest analysis for Lamb Weston Holdings. The recent plant closure in Argentina and production curtailment in the Netherlands come amid a sharp reset in sentiment, with a 30 day share price return of 27.21% decline and a three year total shareholder return of 52.88% loss highlighting how momentum has faded despite the latest 1 day and 7 day share price gains. If Lamb Weston’s swings have you rethinking your watchlist, it could be a good moment to broaden your search with fast growing stocks with high insider ownership. With Lamb Weston’s shares down sharply over 1 year and 3 years yet still carrying a value score of 5 and trading below some analyst targets, you have to ask yourself: is there a genuine opportunity here, or is the market already pricing in whatever growth comes next? Most Popular Narrative: 34.4% Undervalued With Lamb Weston Holdings’ fair value in the narrative set at $66 against a last close of $43.28, the valuation gap is hard to ignore and framed around earnings, margins, and a specific profit multiple. “Lamb Weston's $250 million cost savings program, including operational streamlining, zero-based budgeting, and supply chain efficiency, aims to lower the cost base significantly by fiscal 2028, which could directly improve margins and overall profitability. Industry rationalization, as evidenced by the postponement or cancellation of competing international capacity projects, is likely to foster a more favorable supply-demand balance which could restore more constructive pricing and improve gross profit and EBITDA margins after current pressures subside.” Read the complete narrative. Want to see how a modest revenue outlook still supports that higher fair value? The real swing factors are margin rebuild, earnings compounding and the profit multiple attached to those future numbers. Result: Fair Value of $66 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that upside story still leans on a fragile base, with ongoing restaurant traffic softness and pricing pressure in key markets that could keep margins under strain. Find out about the key risks to this Lamb Weston Holdings narrative.  Build Your Own Lamb Weston Holdings Narrative If you look at the numbers and reach a different conclusion, or simply prefer to test your own assumptions, you can draft a complete view in just a few minutes with Do it your way. A great starting point for your Lamb Weston Holdings research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Ready for more investment ideas beyond Lamb Weston? If Lamb Weston has sharpened your thinking, use that momentum and line up your next set of ideas with a focused search built around what matters most to you.  Target potential income opportunities by scanning these 12 dividend stocks with yields > 3% that might suit a portfolio focused on regular cash returns. Spot potential growth themes at the frontier of technology by reviewing these 25 AI penny stocks that are tied to artificial intelligence trends. Hunt for possible value ideas by assessing these 878 undervalued stocks based on cash flows that currently trade at a discount based on cash flows.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603604844","isCrawlerRequest":true}