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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产品与营收

产品营收占比

营收构成 ($6.5B)

静态数据（加载实时财务…）

North America Foodservice (45%)

North America Retail (15%)

International (35%)

Other (5%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要客户

Walmart Inc.

Retail frozen potato products

影响: $500M+ retail channel

Costco Wholesale Corporation

Bulk frozen fry products

影响: $300M+ warehouse retail

竞争对手

General Mills, Inc.

Frozen food shelf space competition

影响: Freezer aisle competitor

宏观与市场背景

필수소비재行业新闻

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%

近期催化剂

◆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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企业信息

总部

Eagle, Idaho, USA

成立时间

2016

员工人数

10,000+

官网

lambweston.com

行业概况 — 필수소비재

行业新闻