Lamb Weston Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
7.3%projected annual EPS growth
Analyst Coverage
12analysts covering
FY EPS (est.)
$3.05next fiscal year
Monitoring Framework
Key Performance Indicators
Recovery (Potato Yield) DailyTarget: Maximize potato utilization and minimize waste across processing lines
LineRate (Output per Hour) DailyTarget: Optimize production speed based on raw material quality
Organic Revenue Growth Quarterly300.0%Target: Positive volume-driven growth to offset pricing pressures
Adjusted EBITDA Margin Quarterly1,740.0%Target: 25.0% by FY2029 (Starboard Value target)
Watch Items
- Starboard Value Activist CampaignTrigger: Demands for an Investor Day, deeper SG&A cost cuts, and potential divestiture of low-profit Asian operationsAction: Monitor board responses, strategic announcements, and potential operational restructuring plans
- ERP System Stabilization and COGS NormalizationTrigger: Recovery from previous ERP transition disruptions and realization of >$250M in annualized cost savings by FY2028Action: Track gross margin recovery toward historical averages and progress on the 'Focus to Win' efficiency plan
- Global Restaurant Traffic and QSR DemandTrigger: Stabilization of quick-service restaurant (QSR) traffic, particularly with major partners like McDonald'sAction: Evaluate volume growth trends in North American and International segments
Research as of 19 Jun 2026