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Lamb Weston Hold (LW) Stock News

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Welcome to our dedicated page for Lamb Weston Hold news (Ticker: LW), a resource for investors and traders seeking the latest updates and insights on Lamb Weston Hold stock.

Lamb Weston Holdings, Inc. supplies frozen potato products to restaurants and retailers around the world, with a portfolio anchored by french fries and related potato offerings such as sweet potato fries, tater tots, diced potatoes, mashed potatoes and hash browns. News about LW commonly centers on fiscal results, sales volume and price/mix trends, North America and international demand, customer wins, operating efficiency programs, capital expenditures and dividend declarations.

Company updates also include investor conference participation, shareholder engagement, board and executive compensation actions, and NYSE-required announcements for employment inducement equity awards. Recent disclosures have also addressed manufacturing footprint decisions and cost-reduction initiatives tied to its global frozen potato supply chain.

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Lamb Weston (NYSE: LW) reported Q1 fiscal 2026 results with net sales of $1.66 billion, flat year-over-year, while net income declined 50% to $64.3 million. Volume increased 6% driven by customer wins in North America and Asia, but was offset by a 7% decline in price/mix.

The company's Adjusted EBITDA increased slightly to $302.2 million, up 1% year-over-year. The company reaffirmed its fiscal 2026 outlook, targeting net sales of $6.35-6.55 billion and Adjusted EBITDA of $1.00-1.20 billion.

Lamb Weston's Focus to Win strategic plan remains on track to deliver at least $100 million in cost savings and $60 million in working capital improvements by fiscal 2026 end, part of a larger initiative targeting $250 million in annual savings by fiscal 2028.

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Lamb Weston Holdings (NYSE: LW) has announced a quarterly dividend payment of $0.37 per share of common stock. The dividend will be paid on November 28, 2025, to shareholders who hold the stock as of the close of business on October 31, 2025.

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Lamb Weston (NYSE: LW) has scheduled its fiscal 2026 first quarter financial results announcement for September 30, 2025. The company will release its financial results at 8:30 a.m. ET, followed by a conference call at 10:00 a.m. ET.

Investors can access the webcast and materials through Lamb Weston's Investor Relations website. For those preferring to dial in, U.S. and Canada participants can call 888-394-8218, while international participants should dial +1 323-994-2093 using conference ID 8115650. A replay will be available later that day.

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Lamb Weston (NYSE: LW) reported mixed fiscal Q4 and full-year 2025 results while announcing its new "Focus to Win" strategic plan. Q4 net sales increased 4% to $1.67 billion, though net income declined 7% to $119.9 million. For FY2025, net sales slightly decreased to $6.45 billion, with net income falling 51% to $357.2 million.

The company unveiled its "Focus to Win" initiative targeting at least $250 million in savings by FY2027, including $200 million in annualized run-rate savings and $120 million in working capital improvements. For FY2026, Lamb Weston projects net sales of $6.35-6.55 billion and Adjusted EBITDA of $1.0-1.2 billion, with planned capital expenditures of $500 million.

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Lamb Weston Holdings (NYSE: LW) has announced a quarterly dividend payment of $0.37 per share of common stock. The dividend will be distributed to shareholders who hold the stock as of August 1, 2025, with the payment scheduled for August 29, 2025.

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Lamb Weston Holdings (NYSE: LW) has scheduled its fiscal 2025 fourth quarter and full year financial results announcement for July 23, 2025. The company will release its financial report at 8:00 a.m. ET, followed by a conference call at 10:00 a.m. ET.

Investors can access the webcast and presentation materials through Lamb Weston's Investor Relations website. For those preferring to join by phone, U.S. and Canadian participants can dial 888-204-4368, while international participants should call +1 323-794-2551 using conference ID 5723573.

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Lamb Weston Holdings (NYSE: LW) announced significant changes to its Board of Directors through a cooperation agreement with JANA Partners Management and Continental Grain Company. The company will appoint six new independent directors: Bradley Alford (who will serve as Chairman), Ruth Kimmelshue, Timothy McLevish, Scott Ostfeld, Lawrence Kurzius, and Paul Maass.

The Board will expand from 11 to 13 directors, with 12 being independent. Four current directors - Charles Blixt, W.G. Jurgensen, Robert Niblock, and Maria Renna Sharpe - will step down. These changes will take effect by approximately July 11, 2025.

As part of the agreement, JANA and Continental Grain have committed to supporting the Board's slate of directors at the 2025 Annual Meeting of Stockholders and agreed to certain customary cooperation provisions.

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Lamb Weston Holdings (NYSE: LW) has released its annual Global Sustainability Report for fiscal year 2024, marking its 75th anniversary. The report, their second global edition since integrating European operations post-February 2023 acquisition, focuses on three key areas: People (employee development and community support), Food (responsible production of safe, quality potato products), and Planet (environmental impact reduction through regenerative agriculture and efficient manufacturing). CEO Mike Smith emphasized the company's commitment to innovation, sustainability, and team empowerment. The report details progress toward their 2033 sustainability goals and reinforces Lamb Weston's position as a leading global supplier of frozen potato and sweet potato products to restaurants and retailers.
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JANA Partners, owning approximately 7% of Lamb Weston (NYSE: LW), has released an open letter to shareholders highlighting overwhelming support for significant board changes. According to a May 2025 third-party perception study covering 80% of top 70 shareholders, over 80% support a significant board overhaul, with a majority favoring complete board restructuring. The study revealed extremely low confidence in the current board, scoring just 1.3 out of 10. JANA criticizes the board's failures in overseeing operations, capital allocation, management, CEO succession, and executive compensation, which they claim has led to billions in destroyed shareholder value. The activist investor particularly emphasized shareholders' criticism of the board's handling of CEO succession, describing it as haphazard and superficial.
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Lamb Weston Holdings (NYSE: LW) has appointed Benjamin (Ben) Heselton as its new Chief Information Officer. Heselton joins from Wurth IT USA, where he served as Chief Technology Officer, bringing 18 years of experience with The Wurth Group in various leadership roles. In his new position, he will lead Lamb Weston's global technology strategy and serve as a key liaison between all company departments and technology execution.

CEO Mike Smith highlighted Heselton's strong technology leadership track record and solutions-driven approach. Heselton expressed enthusiasm about partnering with the Global Technology Services team to leverage technology for operational excellence and growth at Lamb Weston, a leading global supplier of frozen potato and sweet potato products.

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FAQ

What is the current stock price of Lamb Weston Hold (LW)?

The current stock price of Lamb Weston Hold (LW) is $51.98 as of August 18, 2026.

What is the market cap of Lamb Weston Hold (LW)?

The market cap of Lamb Weston Hold (LW) is approximately 7.1B.