Lamb Weston Holdings, Inc.

LWsupplier

Lamb Weston is the world's largest producer of frozen potato products, supplying french fries to major restaurant chains and retailers globally. Spun off from ConAgra in 2016, the company dominates a concentrated market where the top four players control over 75% of global frozen potato output.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($6.5B)

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North America Foodservice (45%)

North America Retail (15%)

International (35%)

Other (5%)

Segment Breakdown & Key Customers

Product Details

Frozen French Fries & Potato Products75%

Frozen fries, hash browns, and specialty potato products for foodservice and retail

Sweet Potato & Vegetable Products15%

Frozen sweet potato fries and vegetable-based offerings

Retail Branded Products10%

Consumer-facing brands including Grown in Idaho and Alexia

Supply Chain Relationships

Key Customers

Walmart Inc.

Retail frozen potato products

Impact: $500M+ retail channel

Costco Wholesale Corporation

Bulk frozen fry products

Impact: $300M+ warehouse retail

Competitors

General Mills, Inc.

Frozen food shelf space competition

Impact: Freezer aisle competitor

Macro & Market Context

필수소비재Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Upcoming Catalysts

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

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Company Info

Headquarters

Eagle, Idaho, USA

Founded

2016

Employees

10,000+

Website

lambweston.com

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