Why is LW down?
Down 35% over three years while the S&P 500 rose 80%.
“Adjusted Gross Profit declined $123.3 million versus the prior year to $1,337.2 million primarily reflecting unfavorable global price/mix”
LW's Quality Score fell 1 point on Tue, Nov 10, to 9. Buying slipped from its highest in 20 days.
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Down 35% over three years while the S&P 500 rose 80%.
“Adjusted Gross Profit declined $123.3 million versus the prior year to $1,337.2 million primarily reflecting unfavorable global price/mix”
| Since its 2023 high | Down 50% |
| Latest filing | 8-K, Oct 6 |
Fri Nov 13: JP Morgan U.S. Opportunities Forum 2026Investor conference · date confirmed.
1 more date ahead: the conference, for Pro members.
After its last 4 reports it closed -6.7% on average, higher 2 of 4 times.
LW is #1 of 3 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 |
Expected to report Thu Dec 17, before the open (in 37 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $1.7B; a profit of $0.21 a share.
| Line | Q1 FY27 | Q1 FY26 |
|---|---|---|
| Segments, North America | $1.1B | $1.1B |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Oct 6)
| Measure | Figure |
|---|---|
| Adjusted EBITDA | $1.125B to $1.215B |
Sales grew 7.3% a year over 3 years, fiscal 2023 to 2026.
Pays $1.52 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Oct 6, 2026 | +5.5% | +7.5% | +12.6% |
| Jul 24, 2026 | -1.1% | +0.8% | +8.9% |
| Apr 1, 2026 | -1.8% | -8.9% | -1.6% |
Sales grew in two of the last three years, to $6.6B in 2026. It made a profit in each of the four years.
RSI 64.3, MACD above signal, above both averages. Not scored.
Its dividends come to 51% of its free cash flow.
| Dividend | $1.52 a share a year |
| Paid out | About $209M a year |
| Free cash flow | $412M |
| Record | Raised every year since 2017 |
2 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: LW is under 0.1% of DGRO, under 0.1% of VYM, and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Jul 31, 2026.
Lamb Weston is North America's largest and the world's second-largest producer of branded and private-label frozen potato products, both by volume and value. The company's portfolio is anchored by french fries, but it also sells sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. Roughly two thirds of revenue comes from its home market of North America, with none of the other 100 countries the company sells into representing a significant share. McDonald's is Lamb Weston's single-largest customer at 15% of fiscal 2025 sales, with no other company representing more than 10%. Lamb Weston became an independent company in 2016 when it was spun off from Conagra.
“The value-added frozen potato products industry in North America, Europe and other international markets is highly competitive.”
LW scores 9 today, which Breakaway calls Average. It is #1 of 3 in Canned, Frozen & Preserved Fruit, Vegetables & Food Specialties by Quality Score, with 6 of 14 chart checks firing. Down 35% over three years while the S&P 500 rose 80%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
LW scores 9 today, which Breakaway calls Average (6 to 10). That is #1 of 3 in Canned, Frozen & Preserved Fruit, Vegetables & Food Specialties by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind LW's 9.
Expected to report Thu Dec 17, before the open, a date Breakaway expects from the company's usual timing; the company has not confirmed it. LW closed higher after 2 of its last 4 reports. Past behavior, not a forecast.
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Insider and Congress trades, the chart, and the financials, in one score.
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