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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製品と売上

製品別売上シェア

売上内訳 ($6.5B)

静的データ（リアルタイム財務ロード中…）

North America Foodservice (45%)

North America Retail (15%)

International (35%)

Other (5%)

セグメント構成と主要顧客

製品詳細

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

サプライチェーン関係

主要顧客

Walmart Inc.

Retail frozen potato products

影響: $500M+ retail channel

Costco Wholesale Corporation

Bulk frozen fry products

影響: $300M+ warehouse retail

競合他社

General Mills, Inc.

Frozen food shelf space competition

影響: Freezer aisle competitor

マクロ・市場概況

필수소비재セクターニュース

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%

次の主要イベント

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

AI分析

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企業情報

本社所在地

Eagle, Idaho, USA

設立

2016

従業員数

10,000+

ウェブサイト

lambweston.com

セクター概況 — 필수소비재

セクターニュース