Stock Ratings / Consumer Staples / LW / options

CAG (49) CPB (63) DAR (55) INGR (63) ⌘ Pro Terminal →

Lamb Weston Holdings Inc. (LW) Options Positioning, Max Pain & Unusual Sweeps

$54.08 +1.48% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $54.35

Lamb Weston Holdings Inc. (LW) earns a Roarable Rating of B+ (Buy) with 78/100 RQD Confidence. High-quality cash engine (21% profit margin, 15% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 78/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.9% avg 90D alpha vs SPY • 70.6% hit rate) →

ROARABLE B+ • BUY Cap $7.45B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on LW Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is LW stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, Lamb Weston Holdings Inc. (NYSE: LW) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 78/100 at a spot price of $54.08 (+1.48% 1D, market cap $7.45B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 16/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 16/20. Across 146 tracked Consumer Staples issuers, LW ranks #3 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does LW compare to CAG and CPB in the Consumer Staples sector?

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Within the Consumer Staples sector (Packaged Foods), LW carries a Roarable B+ (78/100 RQD), trailing P/E of 25.3x, gross margin of 20.6%, and ROIC of 14.8%. By comparison, CAG (ConAgra Brands Inc.) holds a D grade (49/100 RQD, P/E N/A, ROIC -10.0%, cap $6.96B) and CPB (The Campbell's Company) posts a C grade (63/100 RQD, P/E 10.4x, ROIC 10.8%, cap $6.39B). Among the 5-stock peer group, INGR leads on earnings multiple (8.3x) while INGR leads on capital efficiency (16.1% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for LW?

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Per LW's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-05-31, CIK 0001679273), Lamb Weston Holdings Inc. generated $6.61B in revenue (+2.5% YoY), $290.0M in net income, and $540.2M in free cash flow against $7.33B in total assets and $1.72B in total debt. Key quantitative strengths: Strong cash generator (21% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $54.36 (+0.51%)🧬 Cannibal Buyback (-2.36% YoY Shares)⚙️ Cash Engine: 17/20 (A-) • 8.2% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 78/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.9% avg 90D alpha vs SPY • 70.6% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B+

3-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw A- · Rk B

Each axis scored 0–20

12M PRICE TARGET CONE+9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for LW)Realized 20D OHLCV Swing Band: ±6.1%

Deterministic 5-Pillar Attribution (78/100 Composite)

🔍 WHY LW SCORES 78/100 (B+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+17/20 pts (22% of score)

SEC XBRL FY 2025 (10-K): 8.2% FCF Margin ($540.2M FCF) & 20.6% Gross Margin

▲ #2 Bullish Driver: Whale & Options Positioning+16/20 pts (21% of score)

20D Institutional Volume Accumulation (±6.1% realized swing band)

▼ #1 Drag / Risk Factor: SEC 10-K Forensic Risk14/20 pts (-6 pt drag)

Balance-sheet & 10-K footnote risk deducts 6 pts from forensic ceiling

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B$53.02+0.2% Next Q

Q2 (-2Q)

Grade B$53.11+0.7% Next Q

Q3 (-1Q)

Grade B+$53.49+1.1% Next Q

Current

Grade B+$54.08+7.9% Hist 90D α

Trajectory: B (70) → B+ (78)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the LW Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 78/100 (B+) score, LW faces multiple-compression risk if 25.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 18.1% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($49.85) or 200D SMA ($46.75) invalidates the momentum regime and cuts Target Base ($58.95) toward Bear Floor ($44.35).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $LW• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “LW Beats Next Quarter EPS Consensus (Nov 29, 2026) & Holds Above 200D SMA”

YES 78%NO 22%Trade / Inspect Odds →

CALL VS. PUT WHALE SHARE

— (No Active Options Snapshot)

Put/Call Ratio: — (No Active Options Snapshot)

MAX-PAIN EXPIRATION MAGNET

— (No Active Options Snapshot)

No active options chain max-pain snapshot on file

HISTORICAL 20D VOLATILITY SWING

±6.1%

Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (LW)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for LW.

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ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating LW & AI Leaders Without Chasing Tops

✓Institutional whale strikes & implied earnings move audit on LW
✓How disciplined traders manage risk using pre-published trigger & invalidation levels
✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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LW // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +27.13%📐 HORIZONTAL RANGE

2026-11-03O $53.29H $54.08L $53.29C $54.08VOL 1.68M

RES: $55.40SUP: $40.73SMA50: $49.85SMA200: $46.75

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

LW Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 LW Butterfly Map → + Track LW →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

19.0%/yr Implied 5Y Growth

vs. +2.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on LW today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for LW. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for LW today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (LW)

Consumer Staples Rank #3 of 146 ⚔️ CAG vs LW Full Matrix →

1. Head-to-Head Consumer Staples Peer Comparison (LW vs. CAG, CPB, DAR, INGR)

Industry: Packaged Foods (41 Tracked Issuers)

Across 146 tracked Consumer Staples securities in the Roarable RQD universe, Lamb Weston Holdings Inc. (LW) ranks #3 by composite RQD confidence (78/100, grade B+) and #34 by equity capitalization ($7.45B). Within this direct 5-issuer industry benchmark cohort, INGR leads on earnings valuation at 8.3x trailing P/E, while INGR leads on capital efficiency and profitability with 16.1% ROIC and 25.3% gross margin. LW currently leads its immediate peer cohort in composite quantitative strength at 78/100 (B+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
LW ACTIVE Lamb Weston Holdings Inc.	B+	78/100	25.3x	20.6%	14.8%	+1.48%	$7.45B	Benchmark Subject
CAG ConAgra Brands Inc.	D	49/100	—	23.9%	-10.0%	+3.41%	$6.96B	/cag-vs-lw →
CPB The Campbell's Company	C	63/100	10.4x	30.4%	10.8%	+2.00%	$6.39B	/cpb-vs-lw →
DAR Darling Ingredients Inc.	D+	55/100	138.6x	24.0%	3.1%	+1.05%	$8.79B	/dar-vs-lw →
INGR Ingredion Incorporated	C	63/100	8.3x	25.3%	16.1%	+1.44%	$6.12B	/ingr-vs-lw →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-05-31 • CIK 0001679273

In its most recent audited fiscal period (FY2025, filed 2026-05-31), Lamb Weston Holdings Inc. (LW) reported GAAP revenue of $6.61B (+2.5% vs. FY2024 revenue of $6.45B , and +2.2% cumulative change since FY2023) , GAAP net income of $290.0M, operating cash flow of $942.9M, and free cash flow of $540.2M (+134.8% YoY). On the balance sheet, LW closed FY2025 with $7.33B in total assets against $1.72B in total debt (Altman Z-Score: 3.07, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-05-31	$6.61B	$290.0M	$942.9M	$540.2M	$7.33B	$1.72B
FY2024 (FY)	2025-05-25	$6.45B	$357.0M	$868.3M	$230.1M	$7.45B	$1.74B
FY2023 (FY)	2024-05-26	$6.47B	$726.0M	$798.2M	$507.2M	$7.76B	$1.82B

3. LW Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is LW stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does LW compare to CAG and CPB in the Consumer Staples sector?

What are the biggest fundamental strengths and SEC risk factors for LW?

Where is LW trading relative to its 50-day, 200-day, and 52-week technical levels?

LW last traded at $54.08 (+1.48% on volume of 1,678,455 shares), positioning the stock +8.49% above its 50-day simple moving average ($49.85) and +15.68% above its 200-day simple moving average ($46.75). Across its 52-week range of $37.62 to $63.07, LW sits at the 64.7% percentile with a 14-day RSI of 61.0 (BULLISH MOMENTUM) and an implied next-earnings move of ±6.1% ($50.78 to $57.38).

LW Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

What is LW's options positioning and volatility profile?

Roarable tracks verified CBOE unusual options sweeps, put/call ratios, and OHLCV realized volatility bands for LW.

Direct Sub-Reports: LW RQD Cockpit LW 12M Forecast LW Earnings & Move LW Dividends & DRIP LW Insiders & 13F LW Whale Options LW Profit Sankey LW News & Why

Sector Peer Dials

The Campbell's Company

63 /100

DAR D+

Darling Ingredients Inc.

55 /100

INGR C

Ingredion Incorporated

63 /100

MKC C

McCormick & Company Incorporated

63 /100

SJM D+

The J.M. Smucker Company

58 /100

LW Core Snapshot

Market Cap $7.45B

Trailing / Fwd P/E 25.3x / 23.5x

Gross Profit Margin 20.6%

Return on Capital (ROIC) 14.8%

Free Cash Flow Yield 7.36%

12M Base Price Target $58.95

FREE TRADER TOOLS

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Drop 3–5 tickers into our live Portfolio X-Ray to spot hidden accounting time-bombs and see your composite RQD dial.

⚡ X-Ray My Portfolio With LW → 🏆 Trade LW in $100K Prop Arena →

LW Wire

Why It Moved →

Direct Company Event Yahoo Finance • 16h ago

Lamb Weston (LW) Stock Trades Up, Here Is Why

Peer / Ecosystem Wire Investopedia • 19h ago

Lamb Weston Stock Pops After Frozen Potato Firm Lifts Full-Year Outlook

Direct Company Event Yahoo Finance • 22h ago

Lamb Weston Stock Rallies 13% Since Q1 Earnings: What's Next for LW?

Direct Company Event Yahoo Finance • 1d ago

Lamb Weston (LW) Soars 5.9%: Is Further Upside Left in the Stock?

Direct Company Event Yahoo Finance • 1d ago

Lamb Weston (NYSE:LW) Surprises With Q3 CY2026 Sales

ROARABLE RATING BRIEF • RQD 78/100 (B+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

LW — Lamb Weston Holdings Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:18:17Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, LW scores 77 out of 100, graded B+ and labeled "Roarable Buy — Very Good Cash & Smart-Money Inflow." The five pillars are: Fundamental Cash Engine 17/20 (ROIC 14.8%; FCF yield 7.36%), Whale 13F Flow 15/20 (institutional accumulation and options positioning), Insider Conviction 16/20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit 15/20 (Beta 1.01; sector sensitivity), and Forensic Balance Sheet 14/20 (Altman Z 3.07; Piotroski F 6/9; Debt/Equity 0.84). The strongest pillar is the cash engine, which the rating attributes to a 14.8% ROIC and a 7.36% FCF yield. The weakest pillar is the balance sheet, which still sits in a reasonable range but carries the lowest relative score. For a prospective investor, the upside case rests on cash generation and insider/institutional support; the valuation tradeoff is that the stock trades at a trailing P/E of 25.3 and a forward P/E of 23.5, which leaves less margin for error if earnings disappoint. The beta of 1.01 suggests market-like sensitivity to broad moves. This is an analytical summary of the rating's components, not personalized financial advice.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
$53.29	$7.34B	25.3	23.5	9.4	2.1	2.83%	1.01	$37.62 - $63.07	14.8%

Business

Sector: Consumer Staples. Industry: Packaged Foods. Exchange: NYSE. The source data describes Lamb Weston Holdings Inc. as a NYSE-listed Consumer Staples issuer operating in Packaged Foods with a market capitalization of $7.3B. Not available in source data: the specific products sold, customer base, and revenue model descriptions.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025 (filed 2026-05-31)	$6612.3M	$591.1M	$290.0M	N/A	$540.2M	$82.7M	$1715.5M
FY 2024 (filed 2025-05-25)	$6451.3M	$665.1M	$357.0M	N/A	$230.1M	$79.0M	$1743.8M
FY 2023 (filed 2024-05-26)	$6467.6M	$1065.3M	$726.0M	N/A	$507.2M	N/A	$1816.1M

Across the three reported periods, revenue rose from $6467.6M to $6612.3M while operating income fell from $1065.3M to $591.1M and net income fell from $726.0M to $290.0M. Reported margins for the current snapshot are a 20.6% gross margin, 8.9% operating margin, and 4.4% net margin, with ROIC of 14.8%. Free cash flow improved to $540.2M in FY 2025 from $230.1M in FY 2024, and debt declined from $1816.1M to $1715.5M over the period. The Altman Z-Score is 3.07 and the Piotroski F-Score is 6/9, with a Debt/Equity ratio of 0.84.

Open Questions

What are the specific products and customer concentration behind the $6612.3M FY 2025 revenue?
What drove the decline in operating income from $1065.3M (FY 2023) to $591.1M (FY 2025) despite stable revenue?
What is the EPS history, since reported EPS is N/A for all three periods?
Which institutional holders and insiders underpin the 15/20 whale flow and 16/20 insider pillar scores?
What are the forward earnings and analyst price targets behind the 23.5 forward P/E?

LW Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Lamb Weston Holdings Inc. (LW) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to LW Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 16h ago

Lamb Weston (LW) Stock Trades Up, Here Is Why

Yahoo Finance report covering Lamb Weston Holdings Inc. (LW) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Investopedia • 19h ago

Lamb Weston Stock Pops After Frozen Potato Firm Lifts Full-Year Outlook

Investopedia report covering Lamb Weston Holdings Inc. (LW) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 22h ago

Lamb Weston Stock Rallies 13% Since Q1 Earnings: What's Next for LW?

Yahoo Finance report covering Lamb Weston Holdings Inc. (LW) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 1d ago

Lamb Weston (LW) Soars 5.9%: Is Further Upside Left in the Stock?

Yahoo Finance report covering Lamb Weston Holdings Inc. (LW) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Lamb Weston (NYSE:LW) Surprises With Q3 CY2026 Sales

Yahoo Finance report covering Lamb Weston Holdings Inc. (LW) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 1d ago

Earnings Estimates Rising for Lamb Weston (LW): Will It Gain?

Yahoo Finance report covering Lamb Weston Holdings Inc. (LW) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Lamb Weston: Fiscal Q1 Earnings Snapshot

Yahoo Finance report covering Lamb Weston Holdings Inc. (LW) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Lamb Weston Holdings Announces Quarterly Dividend

Yahoo Finance report covering Lamb Weston Holdings Inc. (LW) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

LW Bull vs. Bear Conversation Board — What's Your Call at $54.08?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON LW 🐻 33% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $62.88 (+18.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is LW (B+ • RQD 77/100) a Buy at $53.29?

Welcome to the LW (Lamb Weston Holdings Inc.) Roar Pit. Current RQD Composite is 77/100 (Roarable Buy — Very Good Cash & Smart-Money Inflow) in Packaged Foods. Bulls point to capital efficiency (14.8% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SH ShortSeller_Dan Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $41.57 (-22.0%)

Spot @ $53.29

Pump the brakes on LW — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on LW, but look at what you are paying: 25.3x trailing P/E with 20.6% gross margins. Unless Lamb Weston Holdings Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

SI SiliconVal_Bull Verified K Arena Trader 🐂 BULLISH 🎯 Target: $63.95 (+20.0%)

Spot @ $53.29

LW cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on LW, the market is fixating on short-term headline noise in Packaged Foods and ignoring the balance sheet and cash flow trajectory. At $53.29 (52-wk range $37.62 - $63.07), any beat on forward guidance forces shorts and underweight funds to chase.