Campbell's vs Lamb Weston

Campbell's and Lamb Weston are examined side by side on this page, comparing their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Campbell's and Lamb Weston are examined side by side on this page, comparing their business models, financial performance, and market context in a neutral, accessible way. Educational content, not fin...

Investment Analysis

Campbell's

CPB

Pros

Campbell's generated $10.25 billion in revenue in 2025, showing a solid 6.4% increase year-over-year, with earnings growing by 6.17%.
The company maintains a strong portfolio including well-known brands like Pepperidge Farm, Goldfish, and Prego, contributing to nearly half of revenue from snacks and strong US market dominance.
Campbell's offers a secure dividend yield of around 5%, supported by strong free cash flow exceeding $670 million, appealing to income-focused investors.

Considerations

The company faces near-term earnings pressure from potential tariffs, flat organic growth, and rising competition from private label/store brands.
Campbell's has a high debt-to-equity ratio of about 174%, indicating relatively leveraged balance sheet which could pose financial risk.
Shares have declined over 30% in the past year amid shifting consumer tastes and supply chain challenges, reflecting market concerns about long-term growth.

Lamb Weston

LW

Pros

Lamb Weston is a leading global producer in frozen potato products, benefiting from strong demand in foodservice channels including quick-service restaurants.
The company has reported robust profitability with a return on equity around 17%, reflecting efficient capital use and earnings growth.
Lamb Weston enjoys a solid market position with international exposure that provides growth opportunities beyond the US market.

Considerations

Lamb Weston's business is cyclical and sensitive to commodity costs like potatoes and energy, which can pressure margins in volatile market conditions.
The company faces ongoing execution risks related to supply chain disruptions and inflationary pressures on raw materials and logistics.
Increased competition from private label brands and alternative frozen food products may limit Lamb Weston's market share expansion.

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Frequently asked questions

About The Companies

Campbell's (CPB)

Campbell Soup Company (ticker: CPB) is a long-established consumer staples firm best known for its canned soups, broths, shelf-stable meals and snacks under recognised brands such as Campbell’s, V8 and Pepperidge Farm. With a market capitalisation of about $9.25 billion, the company operates mainly through grocery and retail channels and benefits from steady, recurring demand for everyday food products. Investors commonly view Campbell as relatively defensive, supported by stable cash flows and a history of dividend payments, though growth is often slower than in higher-growth sectors. Key performance drivers include product innovation, pricing power, portfolio optimisation and cost control, while risks include commodity-price volatility, retail concentration, changing consumer tastes and execution risk on strategic initiatives. Management’s focus on margin improvement and channel expansion (including e-commerce) may shape future returns. This information is educational and not personalised financial advice; values can rise and fall and past dividends do not guarantee future payments.

Lamb Weston (LW)

Lamb Weston Holdings Inc. is a major player in the global food industry, focusing on producing and distributing value-added frozen potato products. An investor might be interested to know that it's a key supplier of frozen fries, sweet potato items, and various appetisers to restaurants and retailers across the globe. The company operates through two primary segments: North America and International, serving a wide range of customers from global fast-food chains to local foodservice distributors. Under its well-known Lamb Weston brand and various private labels, it offers a broad portfolio that includes everything from classic fries to innovative vegetable products. As a significant link in the global food supply chain, its performance can be linked to consumer dining habits and trends. As with any investment, the value can go down as well as up and returns are not guaranteed.