Lamb Weston Holdings, Inc. (NYSE:LW) is included among the 13 Best Consumer Staples Dividend Stocks to Invest in Now.
On December 23, Barclays lowered its price target on Lamb Weston Holdings, Inc. (NYSE:LW) to $55 from $68 and maintained an Overweight rating on the stock. The company acknowledged investor frustration after the company posted higher EBITDA in the first half of fiscal 2026 without raising guidance. Still, Barclays said the overall backdrop for the crisps industry remains “bright” and that the 26% sell-off in shares that followed was overblown.
A few days earlier, on December 18, Lamb Weston Holdings, Inc. (NYSE:LW) said it was holding its full-year sales outlook steady for the second time this year. This came despite the company easily beating quarterly expectations. Jefferies analysts noted that reaffirming guidance after such a hit points to a softer second half than the market had anticipated.
Consumer behavior is part of the story. Steady inflation and trade uncertainty have led people to cut back on non-essential spending, including eating out. This has reduced restaurant traffic, a key driver of demand for frozen potato products. International sales increased 4% year over year in the second quarter. In North America, which generates most of the company’s revenue, sales were flat at $1.07 billion. The company also faces tariff risks linked to imported inputs such as palm oil, even as prices of other raw materials, including potatoes, have fallen.
Lamb Weston maintained its annual revenue forecast between $6.35 billion and $6.55 billion. The midpoint of that range is below the consensus estimate of $6.52 billion, according to LSEG data. For the quarter ended Nov. 23, the company reported revenue of $1.62 billion, beating expectations of $1.59 billion. Adjusted earnings were 69 cents per share, above the estimate of 65 cents.
Lamb Weston Holdings, Inc. (NYSE:LW) operates as a global producer, distributor and marketer of value-added frozen potato products.
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