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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($6.5B)

Data statis (memuat keuangan langsung…)

North America Foodservice (45%)

North America Retail (15%)

International (35%)

Other (5%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pelanggan Utama

Walmart Inc.

Retail frozen potato products

Dampak: $500M+ retail channel

Costco Wholesale Corporation

Bulk frozen fry products

Dampak: $300M+ warehouse retail

Pesaing

General Mills, Inc.

Frozen food shelf space competition

Dampak: Freezer aisle competitor

Konteks makro dan pasar

필수소비재Berita sektor

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%

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

Eagle, Idaho, USA

Didirikan

2016

Karyawan

10,000+

Situs Web

lambweston.com

Gambaran umum sektor — 필수소비재

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