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LW

LONGINSIDER BUY

LAMB WESTON HLDGS INC

Funds
3
Score
4.50
vs SPY
-13.2%
Stock return (since Q-end)
+3.1%
SPY return (since Q-end)
+16.3%
Current price
$43.18

News Summary

Neutral

Lamb Weston beat Q3 earnings expectations and raised FY2026 guidance, demonstrating operational momentum with strong North America performance and ahead-of-schedule cost savings achievement. However, the company faces intensifying activist pressure to double cost-reduction targets, ongoing litigation over its ERP system failures, and margin compression that drove net income down 63% year-over-year despite revenue growth.

Red flags

  • Net income declined 63% YoY despite 3% revenue growth, indicating significant margin pressure
  • Securities class action lawsuit proceeding over ERP system misrepresentations; prior $135M sales loss and $330M guidance cut from failed system rollout
  • Activist investors (Starboard Value, Jana Partners) demanding major operational overhaul—doubling cost targets to $500M and targeting 25% EBITDA margin by 2029, suggesting current trajectory insufficient
  • Argentina facility closure with $50-60M charges and Netherlands production line curtailment indicate ongoing restructuring complexity
  • Activist characterization of company at 'critical juncture' with 'normalized earnings and sustainable growth so far appear elusive' despite volume improvements

Funds Buying (3)

FundManagerShares Held∆ SharesPosition ValueQoQStatus
Starboard ValueJeff Smith6.1M+6.1M$258.4BNEW
Jana PartnersBarry Rosenstein5.0M+5.0M$211.7BNEW
Point72Steve Cohen15K+15K$634MNEW

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.

Insider Activity

NameTitleTypeSharesPriceValueFiled
Gray James DChief Financial OfficerBUY5K$40.95$0.20M2026-05-11
Gray James DChief Financial OfficerBUY5K$40.90$0.20M2026-05-11
Gray James DChief Financial OfficerBUY5K$43.85$0.20M2026-04-27
JANA Partners Management, LPBUY50K$43.19$2.16M2026-04-15
JANA Partners Management, LPBUY100K$42.12$4.21M2026-04-13
JANA Partners Management, LPBUY100K$41.41$4.14M2026-04-08
JANA Partners Management, LPBUY136K$40.89$5.56M2026-04-07
Prestage NormanBUY3K$41.40$0.10M2026-04-07
Bensen Peter JBUY5K$39.45$0.20M2026-04-06