Coca-Cola Consolidated vs Lamb Weston

This page compares Coca-Cola Consolidated and Lamb Weston, outlining their business models, financial performance, and market context in a clear, neutral way for readers seeking understanding rather than advice. Educational content, not financial advice.

This page compares Coca-Cola Consolidated and Lamb Weston, outlining their business models, financial performance, and market context in a clear, neutral way for readers seeking understanding rather t...

Comparison Snapshot

Key Financial Metrics

COKE

Metric

LW

$10.20B

Market Cap

$6.04B

N/A

Potential Profit

33.94%

N/A

Analyst Rating

Hold

Investment Analysis

Coca-Cola Consolidated

COKE

Pros

Coca-Cola Consolidated has a strong market position as a major independent bottler and distributor of non-alcoholic beverages in the US.
The company demonstrates strong profitability with a normalized return on equity of 46.61% and return on invested capital of 21.53%.
It offers a diversified product portfolio including sparkling beverages, energy drinks, bottled water, tea, ready-to-drink coffee, juices, and sports drinks.

Considerations

Coca-Cola Consolidated operates in a highly competitive beverage market dominated by large multinational corporations, which can pressure pricing and margins.
The company’s growth and profitability are exposed to commodity price volatility and supply chain disruptions affecting packaging and raw materials.
Being primarily a bottler and distributor limits its control over upstream product innovation and consumer marketing compared to brand-owning companies.

Lamb Weston

LW

Pros

Lamb Weston is one of the world’s largest producers and processors of frozen potato products with global customers in over 100 countries.
The company has a broad product range including French fries, waffle fries, and appetizers marketed under established brand names, supporting diversified revenue streams.
Recent acquisitions like Crackerjack Foods expand its geographic footprint and product offerings, enhancing growth potential in Oceania.

Considerations

Lamb Weston faces regulatory risks including recent environmental fines related to wastewater discharge violations, imposing potential reputational and financial costs.
The company is subject to commodity price pressures and supply chain risks inherent in agricultural processing industries.
Lamb Weston is currently involved in a class action lawsuit alleging price collusion in the potato products market, which could have legal and financial implications.

About The Companies

Coca-Cola Consolidated (COKE)

Coca‑Cola Bottling Co Consolidated (COKE) is the largest independent bottler of Coca‑Cola beverages in the United States, operating a franchise model that handles production, distribution and local marketing of non‑alcoholic drinks. The company benefits from strong brand recognition, steady consumer demand for branded beverages and a wide distribution network across multiple states. Revenue and margins are influenced by pricing, promotions, commodity and packaging costs, and route‑to‑market efficiency, while capital expenditure focuses on bottling capacity and logistics. Investors should note the company’s exposure to input-cost volatility (sugar, aluminium, fuel), changing consumer tastes, and competitive pressure from other beverage makers and private labels. The stock may appeal to those seeking a consumer‑facing business with predictable volume trends, but values can rise and fall; this is educational information, not personalised advice. Assess suitability against your financial goals and risk tolerance before considering any investment.

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.

Which Baskets Do They Appear In?

Beverage Stocks: Could Economic Headwinds Hit Returns?

Constellation Brands surpassed Q2 earnings expectations but trimmed its full-year forecast, signaling that economic headwinds are impacting consumer spending on alcohol. This development suggests a broader challenge for the beverage industry, potentially benefiting companies better positioned for a value-conscious market.

Published: October 7, 2025

Explore Basket

PepsiCo Celsius Partnership: Market Impact Overview

PepsiCo has increased its investment in Celsius, solidifying a strategic partnership that reshapes its energy drink portfolio. This deal creates a powerful new alliance in the beverage sector, potentially benefiting competitors and supply chain partners as the energy drink market continues to consolidate.

Published: August 30, 2025

Explore Basket

The Great Coffee Shake-Up

Keurig Dr Pepper's acquisition of JDE Peet's and subsequent split into two specialized companies is reshaping the global beverage market. This strategic move creates a massive new competitor in the coffee sector, potentially creating new opportunities for rival beverage companies and their suppliers.

Published: August 27, 2025

Explore Basket

Which Baskets Do They Appear In?

Beverage Stocks: Could Economic Headwinds Hit Returns?

Constellation Brands surpassed Q2 earnings expectations but trimmed its full-year forecast, signaling that economic headwinds are impacting consumer spending on alcohol. This development suggests a broader challenge for the beverage industry, potentially benefiting companies better positioned for a value-conscious market.

Published: October 7, 2025

Explore Basket

PepsiCo Celsius Partnership: Market Impact Overview

PepsiCo has increased its investment in Celsius, solidifying a strategic partnership that reshapes its energy drink portfolio. This deal creates a powerful new alliance in the beverage sector, potentially benefiting competitors and supply chain partners as the energy drink market continues to consolidate.

Published: August 30, 2025

Explore Basket

The Great Coffee Shake-Up

Keurig Dr Pepper's acquisition of JDE Peet's and subsequent split into two specialized companies is reshaping the global beverage market. This strategic move creates a massive new competitor in the coffee sector, potentially creating new opportunities for rival beverage companies and their suppliers.

Published: August 27, 2025

Explore Basket

The Coffee Shake-Up: A Consolidation Play

Coca-Cola is exploring a sale of its Costa Coffee chain, a move that could spark a wave of mergers and acquisitions. This theme focuses on companies poised to benefit from the strategic reshuffling in the global coffee industry.

Published: August 25, 2025

Explore Basket

Beverage Giants Brew New Deals

Keurig Dr Pepper's $18 billion acquisition of JDE Peet's creates a global coffee powerhouse, immediately followed by a strategic split of its coffee and beverage units. This industry shake-up could spark further M&A, creating opportunities for competitors and suppliers poised to benefit from the shifting market dynamics.

Published: August 25, 2025

Explore Basket

Brewing Opportunities: The Costa Divestment

Coca-Cola is considering a sale of its Costa Coffee chain, a move that could result in a significant financial loss for the beverage giant. This potential divestment could reshape the competitive coffee retail market, creating opportunities for rival chains and their suppliers.

Published: August 24, 2025

Explore Basket

China's Coffee Shake-Up

A carefully selected group of stocks poised to benefit as Starbucks considers selling a stake in its Chinese operations. This collection spans local competitors, beverage giants, and supply chain players all strategically positioned to capitalize on this major market shift.

Published: July 11, 2025

Explore Basket

Only Game In Town

These companies have achieved such dominance that they face little to no real competition in their markets. Our analysts have carefully selected businesses with unmatched market power, creating stability and sustained profitability that comes from being the only real choice in their sectors.

Published: June 20, 2025

Explore Basket

Artisanal Beverages Portfolio

This collection features carefully selected companies leading the premium drinks revolution. Our analysts have pinpointed businesses that are capitalizing on consumers' growing preference for quality over quantity in both alcoholic and non-alcoholic beverages.

Published: June 17, 2025

Explore Basket

Discover More Comparisons

Coca-Cola Consolidated vs Pilgrim's Pride

Coca-Cola Consolidated vs Campbell's

Coca-Cola Consolidated vs Albertsons

Coca-Cola Consolidated vs Lamb Weston

Comparison Snapshot