Lamb Weston Holdings, IncNYSE: LW
Consumer Staples · Packaged Foods & Meats
$45.00
+2.18%
Vol: 834K
Research Digest
Friday, June 19, 2026
Lamb Weston faces groundwater contamination lawsuit and announces Netherlands plant closure as Starboard Value presses for strategic reset.
Lamb Weston Holdings (LW) faces dual pressure in June 2026: a federal judge allowed a groundwater contamination class-action lawsuit to proceed alleging nitrate contamination in Oregon's Lower Umatilla Basin, and the company announced on June 4 its intention to close its Broekhuizenvorst production facility in the Netherlands as part of supply chain realignment. On April 30, Starboard Value LP sent a letter to Lamb Weston's board urging a strategy reset, credibility rebuild, and earnings growth restoration after years of underperformance. Analysts trimmed their fair value estimate from $55 to $46, with 2026 EPS estimate reduced from $2.58 to $2.05. The stock trades around $45.09, up 8.76% over 90 days and 6.62% YTD, but is down 13.91% over one year and 57.43% over three years. A new CFO (James D. Gray) joined April 2.
Previous Market Intelligence
2 daysJun 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| LWLAMB | $45.00 | +2.18% | +0.5% | 15.3x | 0.46 | $6.3B |
| MDLZMONDELEZ | $60.11 | -1.24% | -1.3% | 18.0x | 0.41 | $78.2B |
| HSYHERSHEY | $172.52 | -1.59% | -0.5% | 18.4x | 0.10 | $36.9B |
| KHCKRAFT | $22.81 | -1.70% | +10.6% | 12.1x | 0.08 | $30.1B |
| TSNTYSON | $55.48 | -1.29% | +1.9% | 13.0x | 0.39 | $20.7B |
| GISGENERAL | $33.43 | +0.21% | +8.0% | 11.6x | -0.05 | $20.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.