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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產品與營收

產品營收佔比

營收結構 ($6.5B)

靜態數據（加載即時財務…）

North America Foodservice (45%)

North America Retail (15%)

International (35%)

Other (5%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

主要客戶

Walmart Inc.

Retail frozen potato products

影響: $500M+ retail channel

Costco Wholesale Corporation

Bulk frozen fry products

影響: $300M+ warehouse retail

競爭對手

General Mills, Inc.

Frozen food shelf space competition

影響: Freezer aisle competitor

宏觀與市場背景

필수소비재行業新聞

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%

近期催化劑

◆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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企業資訊

總部

Eagle, Idaho, USA

成立時間

2016

員工人數

10,000+

官網

lambweston.com

行業概況 — 필수소비재

行業新聞