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Lamb Weston Holdings
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Lamb Weston Holdings Community
NYSE:LW Community
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Lamb Weston Holdings
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Undervalued
Overvalued
Lamb Weston Holdings
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Rising Middle Class And Urbanization Will Drive Frozen Food Demand
Key Takeaways Aggressive cost discipline and automation investments are set to drive substantial margin expansion and efficiency, exceeding prevailing analyst expectations. Strategic focus on premium products, emerging markets, and sustainability positions the company for stronger revenue growth and long-term competitive advantage.
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US$76.29
FV
24.3% undervalued
intrinsic discount
2.25%
Revenue growth p.a.
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7 days ago
author updated this narrative
Lamb Weston Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Modernizing Food Channels And Expanding QSR Markets Will Unlock Opportunity
Key Takeaways Strategic global investments and supply chain strength position Lamb Weston to benefit from rising demand for convenience foods and evolving foodservice channels. Operational efficiency initiatives and industry capacity reductions are expected to improve margins, profitability, and support long-term earnings growth.
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US$63.73
FV
9.4% undervalued
intrinsic discount
1.32%
Revenue growth p.a.
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0
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16
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7 days ago
author updated this narrative
Lamb Weston Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Rising Regulations And Shifting Diets Will Undermine Profitability
Key Takeaways Shifting consumer preferences, demographic trends, and narrow product focus threaten Lamb Weston's long-term sales, market share, and growth strategies. Regulatory demands and buyer consolidation are set to elevate costs and compress margins, challenging future profitability and earnings potential.
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US$55
FV
5.0% overvalued
intrinsic discount
2.11%
Revenue growth p.a.
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about 2 months ago
author updated this narrative