Lamb Weston: Growth Prospects Remain Encouraging

GS Analytics
3.23K Followers

Summary

  • Lamb Weston's revenue growth is expected to benefit from moderating volume decline, completion of channel destocking, and price increases.
  • The company's margin growth is supported by price increases, improving product and business portfolio, and productivity gains.
  • The company's valuation is favorable, trading at a discount to historical averages, making it a good investment opportunity.
Bull market, Financial and business concept

phive2015

Investment Thesis

Lamb Weston’s (NASDAQ: NYSE:LW) revenue growth should benefit from moderating volume decline in the coming quarters as the company laps the divestiture of lower-performing product lines and businesses which began in Q2FY23. Moreover, channel destocking in international markets is also

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This article is written by Saloni V.

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