Lamb Weston Shares Drop After Unfavorable Pricing Mix
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 19 2025
0mins
Should l Buy LW?
Source: SeekingAlpha
Lamb Weston Holdings Inc shares fell by 15.98% after hitting a 20-day low, reflecting concerns over pricing and sales mix in their recent fiscal report.
The decline is attributed to unfavorable pricing and mix reported for the quarter ending November 23, where flat sales were offset by an 8% decline in price/mix, despite an 8% increase in volume. This disappointing performance led to a 7.3% drop in premarket trading, reversing gains from the previous weeks, as investors reacted to the company's reaffirmed revenue outlook amid ongoing cost-saving initiatives.
This significant drop in share price highlights the market's sensitivity to Lamb Weston’s pricing strategies and sales performance, particularly as they prepare for their upcoming earnings report, which analysts expect to show earnings of 65 cents per share.
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Analyst Views on LW
Wall Street analysts forecast LW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LW is 54.44 USD with a low forecast of 48.00 USD and a high forecast of 65.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
3 Buy
6 Hold
0 Sell
Moderate Buy
Current: 47.480
Low
48.00
Averages
54.44
High
65.00
Current: 47.480
Low
48.00
Averages
54.44
High
65.00
About LW
Lamb Weston Holdings, Inc. is a global producer, distributor, and marketer of value-added frozen potato products. The Company is a supplier of frozen potato, sweet potato, appetizer and vegetable products to restaurants and retailers around the globe. The Company’s segments include North America and International. The Company’s frozen potato products are sold in North America and international markets generally to North American-based restaurant chains and international customers, comprised of global and regional quick service and full-service restaurant chains, foodservice distributors, and retailers. Its product portfolio includes frozen potatoes and appetizers sold under the Lamb Weston brand, as well as many customer labels. The Company’s product categories include classic fries, extra crispy fries, sweet potatoes, and other products. Its recipes include appetizers, desserts, dips, sauces and seasonings, entree, salad, side dishes, and topped and loaded.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Lamb Weston Grants Inducement Awards to New Executive Chair
- Award Grant: On February 6, 2026, Lamb Weston Holdings granted 317,647 restricted stock units and options covering 1,117,346 shares to new Executive Chair Jan Craps as a significant inducement for his hiring, highlighting the company's commitment to attracting top executive talent.
- Personal Investment Match: The award includes 300,000 restricted stock units matched one-for-one with Craps' personal investment in Lamb Weston shares, reflecting the company's emphasis on aligning executive and shareholder interests to enhance management accountability.
- Option Details: The granted options consist of 750,000 shares with an exercise price of $50.12, among others, providing a potential incentive mechanism for future shareholder value creation, with options set to expire in 2029.
- Compliance Statement: The awards were granted in reliance on the NYSE's employment inducement exemption under Rule 303A.08, ensuring the company's transparency and compliance responsibilities, thereby enhancing investor confidence.
See More
Lamb Weston Grants Inducement Awards to New Executive Chair
- Award Grant: On February 6, 2026, Lamb Weston Holdings granted 317,647 restricted stock units and options covering 1,117,346 shares to Jan Craps as a significant inducement for his hiring as Executive Chair, reflecting the company's commitment to its leadership.
- Investment Matching: The award includes 300,000 restricted stock units granted as a one-for-one match on Craps' personal investment, indicating the company's strategy to align executive interests with shareholder value, thereby enhancing accountability and motivation.
- Options Details: The stock options consist of 750,000 shares with an exercise price of $50.12, along with options at varying prices, showcasing the company's flexibility and diversity in executive incentives aimed at attracting and retaining top talent.
- Compliance Statement: The grant of these awards is in reliance on the employment inducement exemption under NYSE Rule 303A.08, ensuring the company's commitment to transparency and compliance, which further bolsters investor confidence.
See More
Lamb Weston Appoints New Executives to Drive Growth
- Executive Appointments: Lamb Weston has appointed Jan Craps as Executive Chair, effective February 6, 2026, bringing over 20 years of international market experience from Anheuser-Busch InBev, aiming to enhance company performance through leadership and international market execution.
- Financial Leadership Change: James D. Gray will become Chief Financial Officer on April 2, 2026, succeeding Bernadette Madarieta, who will provide advisory support during the transition; Gray's 12 years as CFO at Ingredion is expected to strengthen continuity and efficiency in financial functions.
- Strategic Focus: The newly appointed executives will work alongside current CEO Mike Smith to drive the
See More
Douglas Lane Sells 65,461 Shares of Lamb Weston for $3.85 Million
- Share Sale Details: Douglas Lane sold 65,461 shares of Lamb Weston in Q4 for approximately $3.85 million, indicating a strategic move towards risk management amid market pressures.
- Holding Value Decline: At the end of the quarter, the fund held 1,213,884 shares of Lamb Weston valued at $50.85 million, down $23.45 million from the previous quarter, reflecting diminished market confidence.
- Financial Performance Overview: Lamb Weston reported a 1% year-over-year increase in net sales to $1.62 billion for the latest quarter, with net income rebounding to $62.1 million from a loss of $36.1 million a year earlier, suggesting operational stabilization.
- Market Performance Analysis: Despite improved financial metrics, the stock price has fallen approximately 28% over the past year, significantly underperforming the S&P 500, highlighting concerns over pricing pressures and customer concessions.
See More
Douglas Lane Sells 65,461 Shares of Lamb Weston for Estimated $3.85 Million
- Transaction Overview: Douglas Lane sold 65,461 shares of Lamb Weston in Q4 for an estimated $3.85 million, highlighting ongoing market pressure on the stock.
- Position Change: As of quarter-end, Lane held 1,213,884 shares valued at $50.85 million, a decrease of $23.45 million from the previous quarter, reflecting the dual impact of trading activity and price movements.
- Performance Recovery: Lamb Weston’s latest earnings report indicates a 1% year-over-year increase in Q2 net sales to $1.62 billion, with net income swinging from a loss of $36.1 million to a profit of $62.1 million, suggesting operational stabilization.
- Market Performance: Despite the improvement in company performance, Lamb Weston’s stock price has dropped approximately 28% over the past year, significantly underperforming the S&P 500 by 41 percentage points, reflecting market concerns over pricing pressures and customer concessions.
See More
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- Significant Customer Growth: Zoom now boasts over 4,300 customers generating more than $100,000 in annual revenue, a 9.2% increase year-over-year, highlighting its growing appeal among high-value clients and further solidifying its market position.
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- Robust Dividend Policy: AEM has increased its dividend five times over the past five years, with a current payout growth of 2.6%, demonstrating strong cash generation capabilities and commitment to shareholders, attracting more investor interest.
See More
Lamb Weston Grants Inducement Awards to New Executive Chair
- Award Grant: On February 6, 2026, Lamb Weston Holdings granted 317,647 restricted stock units and options covering 1,117,346 shares to new Executive Chair Jan Craps as a significant inducement for his hiring, highlighting the company's commitment to attracting top executive talent.
- Personal Investment Match: The award includes 300,000 restricted stock units matched one-for-one with Craps' personal investment in Lamb Weston shares, reflecting the company's emphasis on aligning executive and shareholder interests to enhance management accountability.
- Option Details: The granted options consist of 750,000 shares with an exercise price of $50.12, among others, providing a potential incentive mechanism for future shareholder value creation, with options set to expire in 2029.
- Compliance Statement: The awards were granted in reliance on the NYSE's employment inducement exemption under Rule 303A.08, ensuring the company's transparency and compliance responsibilities, thereby enhancing investor confidence.
See More
Lamb Weston Grants Inducement Awards to New Executive Chair
- Award Grant: On February 6, 2026, Lamb Weston Holdings granted 317,647 restricted stock units and options covering 1,117,346 shares to Jan Craps as a significant inducement for his hiring as Executive Chair, reflecting the company's commitment to its leadership.
- Investment Matching: The award includes 300,000 restricted stock units granted as a one-for-one match on Craps' personal investment, indicating the company's strategy to align executive interests with shareholder value, thereby enhancing accountability and motivation.
- Options Details: The stock options consist of 750,000 shares with an exercise price of $50.12, along with options at varying prices, showcasing the company's flexibility and diversity in executive incentives aimed at attracting and retaining top talent.
- Compliance Statement: The grant of these awards is in reliance on the employment inducement exemption under NYSE Rule 303A.08, ensuring the company's commitment to transparency and compliance, which further bolsters investor confidence.
See More
Lamb Weston Appoints New Executives to Drive Growth
- Executive Appointments: Lamb Weston has appointed Jan Craps as Executive Chair, effective February 6, 2026, bringing over 20 years of international market experience from Anheuser-Busch InBev, aiming to enhance company performance through leadership and international market execution.
- Financial Leadership Change: James D. Gray will become Chief Financial Officer on April 2, 2026, succeeding Bernadette Madarieta, who will provide advisory support during the transition; Gray's 12 years as CFO at Ingredion is expected to strengthen continuity and efficiency in financial functions.
- Strategic Focus: The newly appointed executives will work alongside current CEO Mike Smith to drive the
See More
Douglas Lane Sells 65,461 Shares of Lamb Weston for $3.85 Million
- Share Sale Details: Douglas Lane sold 65,461 shares of Lamb Weston in Q4 for approximately $3.85 million, indicating a strategic move towards risk management amid market pressures.
- Holding Value Decline: At the end of the quarter, the fund held 1,213,884 shares of Lamb Weston valued at $50.85 million, down $23.45 million from the previous quarter, reflecting diminished market confidence.
- Financial Performance Overview: Lamb Weston reported a 1% year-over-year increase in net sales to $1.62 billion for the latest quarter, with net income rebounding to $62.1 million from a loss of $36.1 million a year earlier, suggesting operational stabilization.
- Market Performance Analysis: Despite improved financial metrics, the stock price has fallen approximately 28% over the past year, significantly underperforming the S&P 500, highlighting concerns over pricing pressures and customer concessions.
See More
Douglas Lane Sells 65,461 Shares of Lamb Weston for Estimated $3.85 Million
- Transaction Overview: Douglas Lane sold 65,461 shares of Lamb Weston in Q4 for an estimated $3.85 million, highlighting ongoing market pressure on the stock.
- Position Change: As of quarter-end, Lane held 1,213,884 shares valued at $50.85 million, a decrease of $23.45 million from the previous quarter, reflecting the dual impact of trading activity and price movements.
- Performance Recovery: Lamb Weston’s latest earnings report indicates a 1% year-over-year increase in Q2 net sales to $1.62 billion, with net income swinging from a loss of $36.1 million to a profit of $62.1 million, suggesting operational stabilization.
- Market Performance: Despite the improvement in company performance, Lamb Weston’s stock price has dropped approximately 28% over the past year, significantly underperforming the S&P 500 by 41 percentage points, reflecting market concerns over pricing pressures and customer concessions.
See More
Zoom Video Communications Rated Bull of the Day, AEM Sees 68% EPS Growth
- Zoom's Recovery: Zoom Video Communications' cloud-native unified communications platform is showing signs of recovery post-pandemic, currently rated #1 (Strong Buy) by Zacks, with an estimated 8% year-over-year growth in EPS for fiscal 2026, indicating strong market demand and profitability.
- Significant Customer Growth: Zoom now boasts over 4,300 customers generating more than $100,000 in annual revenue, a 9.2% increase year-over-year, highlighting its growing appeal among high-value clients and further solidifying its market position.
- Gold Price Boost for AEM: Agnico Eagle Mines is projected to see a 68% year-over-year increase in EPS, driven by rising gold prices, which have recently surpassed $4,700 per ounce, expected to enhance profit margins and cash flows, thereby strengthening its financial stability.
- Robust Dividend Policy: AEM has increased its dividend five times over the past five years, with a current payout growth of 2.6%, demonstrating strong cash generation capabilities and commitment to shareholders, attracting more investor interest.
See More
