Lamb Weston vs Conagra Brands

This page compares the business models, financial performance, and market context of Lamb Weston Holdings Inc and Conagra Brands. It presents neutral, accessible information to help readers understand how each company positions itself, manages risk, and pursues opportunities within the stock landscape. Educational content, not financial advice.

This page compares the business models, financial performance, and market context of Lamb Weston Holdings Inc and Conagra Brands. It presents neutral, accessible information to help readers understand...

Comparison Snapshot

Key Financial Metrics

LW

Metric

CAG

$6.04B

Market Cap

$8.21B

33.94%

Potential Profit

11.46%

Hold

Analyst Rating

Hold

Investment Analysis

Lamb Weston

LW

Pros

Lamb Weston is the North American leader and global number two in frozen potato products, giving it significant scale and restaurant customer loyalty.
Recent operational turnaround efforts, including cost efficiencies and targeted international expansion, are starting to reshape investor perceptions of the company’s risk profile.
The stock currently trades at a multiple below many peers, with some analysis suggesting it is undervalued based on cash flow projections.

Considerations

The company faces ongoing pressure from volatile input costs and changing consumer trends, which have recently led to declining revenue and sharply lower earnings year-over-year.
Lamb Weston’s five-year share price performance has lagged the broader market, reflecting persistent challenges despite a recent rally.
High leverage is evident with a debt-to-equity ratio above 220%, raising concerns about financial flexibility during industry downturns.

Conagra Brands

CAG

Pros

Conagra Brands offers a diversified portfolio of packaged foods, spanning frozen meals, snacks, and staples, which provides resilience against shifts in any single category.
The company has demonstrated consistent demand for its products across economic cycles, benefiting from a defensive profile in the consumer staples sector.
Recent cost management initiatives and supply chain improvements have supported margin performance despite inflationary pressures.

Considerations

Conagra operates in a highly competitive landscape with limited pricing power, facing pressure from both private label and larger branded rivals.
The company’s growth prospects in North America appear mature, with limited near-term catalysts for significant top-line acceleration.
Elevated debt levels and exposure to commodity price swings could constrain Conagra’s ability to invest in innovation or react to market changes.

About The Companies

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.

Conagra Brands (CAG)

ConAgra Foods, Inc. (ticker: CAG) is a US-based packaged-foods company that produces and markets a broad portfolio of branded and private-label products across frozen, refrigerated and shelf-stable categories. Known for well-established consumer brands, the business generates revenue through retail grocery, foodservice and international channels. Key investor considerations include steady cash flows from everyday consumer demand, sensitivity to commodity and input costs, and the importance of category management and marketing to support brand pricing power. ConAgra has pursued portfolio optimisation and cost savings while navigating retail consolidation and changing shopper habits. Currency, supply-chain dynamics and inflation can affect margins and growth. For long-term investors, valuation, dividend policy and the company’s ability to sustain margins through cost cycles are central. This summary is for general educational purposes only and is not personal financial advice; suitability depends on an investor’s circumstances and goals.

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Comparison Snapshot