Lamb Weston (LW)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-29
$54.08+1.48%
Close 2026-10-30 · 1-day change
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-29
Research Workspace
Put LW beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Packaged Foods & Meats is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, the balance sheet, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 23% growth a year, above the roughly 3% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskLamb Weston’s claim rests on revenue growth from customer wins and higher volumes. That growth must support its premium valuation despite slowing revenue growth. Revenue growth eased from 6.0% in Q4 FY2026 to 1.0% in Q1 FY2027. Q1 FY2027 non-GAAP earnings beat consensus by 27.1%. LW trades at 18× P/E versus a 13× peer median, near its 16× history. Expectations look full because the market prices in more growth than our forecast. The specific risk is that its premium over peers compresses before growth supports it. Our model puts the next-quarter miss probability near 19%. Peer multiples imply a price about 23% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. LW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering LW (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for LW in the last 4 months.
Continue this research
Compare LW with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LW Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Packaged Foods & Meats — fair value, gap to price, and forward P/E.
Compare the value case
Put LW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Downgrade to BB highlights elevated debt and financing risk, challenging financial flexibility.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $54.08
The last 12 months of price, then the range of analyst 12-month targets from today’s $54.08.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive revenue growth through customer wins and volume increases
Increased sales growth outlook supports revenue growth objective.
Advances: Drive revenue growth through customer wins and volume increases
Positive stock reaction indicates market confidence in growth outlook.
Advances: Drive revenue growth through customer wins and volume increases
Solid Q1 results reflect resilient restaurant demand.
Advances: Drive revenue growth through customer wins and volume increases
Q1 beat-and-raise indicates strong revenue growth.
Threatens: Drive revenue growth through customer wins and volume increases
Concerns about Europe could hinder revenue growth.
Threatens: Execute Focus to Win strategy and deliver cost savings
Price risks could hinder cost savings and profitability.
Threatens: Execute Focus to Win strategy and deliver cost savings
Margin reset indicates potential cost challenges ahead.
