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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Продукты и выручка

Доля выручки продукта

Структура выручки ($6.5B)

Статические данные (загрузка финансов…)

North America Foodservice (45%)

North America Retail (15%)

International (35%)

Other (5%)

Структура сегментов и ключевые клиенты

Подробности продукта

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

Связи цепочки поставок

Ключевые клиенты

Walmart Inc.

Retail frozen potato products

Влияние: $500M+ retail channel

Costco Wholesale Corporation

Bulk frozen fry products

Влияние: $300M+ warehouse retail

Конкуренты

General Mills, Inc.

Frozen food shelf space competition

Влияние: Freezer aisle competitor

Макро- и рыночный контекст

필수소비재Новости сектора

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%

Предстоящие катализаторы

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

AI-анализ

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Информация о компании

Штаб-квартира

Eagle, Idaho, USA

Основана

2016

Сотрудники

10,000+

Веб-сайт

lambweston.com

Обзор сектора — 필수소비재

Новости сектора