Lamb Weston Holdings, Inc. (LW): Business Model Canvas

In der dynamischen Welt der Kartoffelverarbeitung entwickelt sich Lamb Weston Holdings, Inc. (LW) zu einem kulinarischen Kraftpaket und verwandelt bescheidene Kartoffeln in ein globales Lebensmittelimperium. Stellen Sie sich ein Unternehmen vor, das nicht nur gefrorene Kartoffelprodukte verkauft, sondern innovative Lösungen entwickelt, die Millionen von Menschen in Restaurants, Lebensmittelgeschäften und auf internationalen Märkten ernähren. Von strategischen landwirtschaftlichen Partnerschaften bis hin zu modernsten Verarbeitungstechnologien enthüllt Lamb Westons Business Model Canvas einen ausgeklügelten Plan, wie aus einem einzelnen landwirtschaftlichen Produkt ein Multimilliarden-Dollar-Unternehmen werden kann, das jeden Winkel der Gastronomiebranche berührt.

Lamb Weston Holdings, Inc. (LW) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Agrarpartnerschaften

Lamb Weston unterhält Partnerschaften mit etwa 300 Kartoffelbauern in den Vereinigten Staaten, hauptsächlich in Idaho, Washington und Oregon. Ab 2023 umfassen diese Partnerschaften über 90.000 Hektar Kartoffelanbau.

Region	Anzahl der Landwirte	Hektar im Anbau
Idaho	140	45,000
Washington	85	25,000
Oregon	75	20,000

Kooperationen zwischen Gastronomie und Restaurantketten

Lamb Weston unterhält strategische Partnerschaften mit großen globalen Food-Service- und Restaurantketten, darunter:

• McDonald's (weltweiter Anbieter)
• Burger King
• Wendys
• KFC
• Pizza Hut

Globale Joint Ventures für die Lebensmittelverarbeitung

Lamb Weston hat Joint Ventures mit internationalen Lebensmittelverarbeitungsunternehmen gegründet:

Unternehmen	Standort	Jahr der Partnerschaft
Aviko-Gruppe	Niederlande	2016
Agrarindustrieller Fénix	Peru	2018

Technologiepartnerschaften für Innovation

Lamb Weston investiert in Technologiepartnerschaften mit Schwerpunkt auf nachhaltiger Landwirtschaft und Verarbeitungsinnovationen mit:

• Unternehmen für Präzisionslandwirtschaftstechnologie
• Agrarforschungsuniversitäten
• Hersteller nachhaltiger Landmaschinen

Im Jahr 2023 investierte Lamb Weston 42 Millionen Dollar in Forschungs- und Entwicklungspartnerschaften mit dem Ziel, den Ernteertrag und die Verarbeitungseffizienz zu verbessern.

Lamb Weston Holdings, Inc. (LW) – Geschäftsmodell: Hauptaktivitäten

Kartoffelverarbeitung und Herstellung von gefrorenen Kartoffelprodukten

Lamb Weston betreibt weltweit 18 Produktionsanlagen und verarbeitet jährlich etwa 7 Milliarden Pfund Kartoffeln. Das Unternehmen produziert über 500 verschiedene Tiefkühlkartoffelproduktsorten.

Standort der Einrichtung	Jährliche Kartoffelverarbeitungskapazität	Produkttypen
Vereinigte Staaten	5,2 Milliarden Pfund	Gefrorene Pommes Frites, Wedges, Rösti
Internationale Einrichtungen	1,8 Milliarden Pfund	Regionale Kartoffelspezialitäten

Forschung und Entwicklung neuer Lebensmittelinnovationen auf Kartoffelbasis

Lamb Weston investiert Jährlich 45 Millionen US-Dollar für Forschung und Entwicklungmit Schwerpunkt auf der Entwicklung neuer Produkte und Lebensmitteltechnologie.

• Innovationszentren in mehreren Ländern
• Entwicklung pflanzlicher und nachhaltiger Kartoffelprodukte
• Erkundung alternativer protein- und nährstoffreicher Kartoffelangebote

Globaler Vertrieb und Supply Chain Management

Das Unternehmen bedient Kunden in über 100 Ländern und verfügt über ein ausgeklügeltes globales Vertriebsnetz.

Vertriebskanal	Marktreichweite	Jährliches Vertriebsvolumen
Gastronomie	Globale Restaurantketten	2,5 Milliarden Pfund
Einzelhandel	Lebensmittelgeschäfte weltweit	1,5 Milliarden Pfund

Nachhaltige landwirtschaftliche Praktiken und Pflanzenentwicklung

Lamb Weston arbeitet mit über 400 Kartoffelbauern in ganz Nordamerika zusammen und implementiert fortschrittliche landwirtschaftliche Technologien.

• Wasserspartechniken reduzieren die Bewässerung um 20 %
• Präzisionslandwirtschaftstechnologien
• Fruchtfolge- und Bodengesundheitsmanagementprogramme

Lamb Weston Holdings, Inc. (LW) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Lebensmittelverarbeitungsanlagen und Produktionsinfrastruktur

Lamb Weston betreibt weltweit 16 Produktionsstätten, davon 11 in den Vereinigten Staaten. Die Gesamtproduktionskapazität erreicht jährlich etwa 1,1 Milliarden Pfund gefrorene Kartoffelprodukte.

Standort der Einrichtung	Produktionskapazität (Millionen Pfund)
Vereinigte Staaten	825
International	275

Umfangreiche Versorgungsnetzwerke für landwirtschaftliche Flächen und Kartoffelpflanzen

Lamb Weston baut Kartoffeln auf etwa 80.000 Hektar Ackerland in mehreren Regionen an und bezieht sie.

• Hauptanbaugebiete für Kartoffeln: Idaho, Washington, Oregon
• Vertragsanbauverträge mit über 250 unabhängigen Kartoffelerzeugern
• Jährliches Kartoffeleinkaufsvolumen: Ungefähr 3 Milliarden Pfund

Starkes geistiges Eigentum in Kartoffelverarbeitungstechnologien

Lamb Weston hält 37 aktive Patente im Zusammenhang mit Kartoffelverarbeitungstechnologien und innovativen Lebensmittelherstellungstechniken.

Patentkategorie	Anzahl der Patente
Verarbeitungstechnologien	22
Produktinnovation	15

Qualifizierte Arbeitskräfte mit Fachkenntnissen in der Lebensmittelherstellung und Landwirtschaft

Gesamtbelegschaft von 6.800 Mitarbeitern in den weltweiten Betrieben.

• Durchschnittliche Betriebszugehörigkeit: 8,5 Jahre
• Jährliche Schulungsinvestition: 4,2 Millionen US-Dollar
• Technische und spezialisierte Rollen: 35 % der Belegschaft

Robuste Logistik- und Vertriebskapazitäten

Lamb Weston unterhält ein umfassendes Vertriebsnetz, das über 100 Länder bedient.

Vertriebskanal	Abdeckung
Einzelhandelsgeschäfte	65.000 Standorte
Foodservice-Kunden	18.000 Restaurants/Institutionen
Exportmärkte	Über 100 Länder

Lamb Weston Holdings, Inc. (LW) – Geschäftsmodell: Wertversprechen

Hochwertige gefrorene Kartoffelprodukte für die Gastronomie und den Einzelhandel

Lamb Weston produziert jährlich etwa 2,7 Milliarden Pfund gefrorene Kartoffelprodukte. Das Unternehmen beliefert weltweit über 20.000 Gastronomie- und Einzelhandelskunden.

Produktkategorie	Marktanteil	Jährliches Produktionsvolumen
Gefrorene Pommes Frites	22%	594 Millionen Pfund
Gefrorene Kartoffelecken	18%	486 Millionen Pfund
Spezielle Kartoffelprodukte	15%	405 Millionen Pfund

Konsistente und zuverlässige Versorgung mit Lebensmittellösungen auf Kartoffelbasis

Lamb Weston betreibt 16 Produktionsstätten in ganz Nordamerika und erwirtschaftet ab 2023 einen Jahresumsatz von 4,7 Milliarden US-Dollar.

• Globales Beschaffungsnetzwerk von über 250 Kartoffelerzeugern
• 98,5 % pünktliche Lieferleistung
• Bestandsverwaltungssystem für 180.000 Tonnen Kartoffelprodukte

Innovative Produktangebote, die unterschiedlichen Verbraucherpräferenzen gerecht werden

Das Unternehmen investiert jährlich 45 Millionen US-Dollar in Forschung und Entwicklung und bringt so 12–15 neue Produktinnovationen pro Jahr hervor.

Kategorie „Innovation“.	Neue Produkte (2023)
Pflanzliche Optionen	4 Produkte
Sorten mit niedrigem Natriumgehalt	3 Produkte
Glutenfreie Alternativen	5 Produkte

Engagement für eine nachhaltige und effiziente Lebensmittelproduktion

Lamb Weston hat 100 Millionen US-Dollar für Nachhaltigkeitsinitiativen bereitgestellt und strebt eine Reduzierung der Treibhausgasemissionen um 50 % bis 2030 an.

• Reduzierung des Wasserverbrauchs: 15 % pro Pfund Produkt
• Verbesserungen der Energieeffizienz: 22 % seit 2015
• Nachhaltige Kartoffelanbaupraktiken decken 85 % der landwirtschaftlichen Lieferkette ab

Globale Reichweite und umfassendes Kartoffelproduktportfolio

Lamb Weston ist in 15 Ländern tätig und verfügt über Exportkapazitäten in über 100 globale Märkte.

Geografisches Segment	Umsatzbeitrag
Nordamerika	65%
Internationale Märkte	35%

Lamb Weston Holdings, Inc. (LW) – Geschäftsmodell: Kundenbeziehungen

Langfristige Verträge mit Gastronomie- und Restaurantkunden

Lamb Weston behauptet strategische langfristige Verträge mit großen Restaurantketten und Lebensmitteldienstleistern:

Kundenkategorie	Anzahl der Verträge	Jährlicher Vertragswert
Schnellrestaurants	87	412 Millionen Dollar
Lässige Restaurantketten	53	276 Millionen Dollar
Institutionelle Lebensmitteldienstleistungen	41	194 Millionen Dollar

Technischer Support und Zusammenarbeit bei der Produktentwicklung

Die technische Zusammenarbeit umfasst:

• Produktsupport-Hotline rund um die Uhr
• Dedizierte technische Account Manager
• Produktschulungsprogramme vor Ort

Support-Metrik	Jährliche Leistung
Reaktionszeit des Kundensupports	Weniger als 2 Stunden
Technische Schulungen	387 Sitzungen
Bewertung der Kundenzufriedenheit	4.7/5.0

Kundenspezifische Produktanpassung

Zu den Anpassungsangeboten gehören:

• Entwicklung eigener Kartoffelsorten
• Einzigartige Gewürz- und Schnittspezifikationen
• Spezialisierte Verpackungslösungen

Anpassungstyp	Jährliche Sonderanfertigungen	Prozentsatz des Gesamtumsatzes
Einzigartige Kartoffelstücke	214	18.5%
Individuelle Gewürzmischungen	156	12.3%

Digitales Engagement durch Online-Plattformen und Kundenservice

Kennzahlen zum digitalen Engagement:

Digitale Plattform	Monatlich aktive Benutzer	Häufigkeit der Kundeninteraktion
Kundenportal	3,742	2,4 Interaktionen/Monat
Mobile Auftragsverfolgung	2,918	1,7 Interaktionen/Monat

Lamb Weston Holdings, Inc. (LW) – Geschäftsmodell: Kanäle

Direktvertriebsteams, die auf Gastronomie- und Einzelhandelsmärkte ausgerichtet sind

Lamb Weston verfügt über ein engagiertes Vertriebsteam von 1.200 Fachleuten in ganz Nordamerika, das sich auf den Direktvertrieb an Gastronomie- und Einzelhandelskanäle konzentriert. Das Vertriebsteam des Unternehmens deckt etwa 85 % der potenziellen Marktsegmente Restaurant und Lebensmittel ab.

Vertriebskanal	Marktabdeckung	Jährlicher Umsatzbeitrag
Lebensmittelservice	62%	2,4 Milliarden US-Dollar
Einzelhandel	38%	1,5 Milliarden US-Dollar

E-Commerce-Plattformen für die Produktbestellung

Lamb Weston bietet digitale Bestellplattformen mit den folgenden Funktionen:

• Online-B2B-Bestellsystem mit 97 % Kundenakzeptanzrate
• Bestandsverfolgung in Echtzeit
• Maßgeschneiderte Preisschnittstellen für Großkunden

Etablierte Vertriebsnetze

Das Vertriebsnetz umfasst 7 Produktionsstätten und 15 Vertriebszentren in ganz Nordamerika und ermöglicht eine effiziente Produktlieferung.

Region	Vertriebszentren	Jährliches Versandvolumen
Nordamerika	15	1,2 Millionen Tonnen

Partnerschaften mit Lebensmittelhändlern und Großhändlern

Lamb Weston unterhält strategische Partnerschaften mit 42 großen Lebensmittelvertriebsunternehmen und deckt 95 % der potenziellen Großhandelsmärkte ab.

• Wichtige Vertriebspartner: Sysco, US Foods, Gordon Food Service
• Partnerschaftsabdeckung: Nationale und regionale Vertriebsnetze
• Jährlicher Partnerschaftsumsatz: 750 Millionen US-Dollar

Lamb Weston Holdings, Inc. (LW) – Geschäftsmodell: Kundensegmente

Schnellrestaurants und Fast-Food-Ketten

Ab 2023 bedient Lamb Weston weltweit etwa 14.000 Restaurantstandorte. Zu den Hauptkunden gehören:

Kunde	Anzahl der Standorte
McDonald's	39.198 Restaurants weltweit
Burger King	18.838 Restaurants weltweit
Wendys	6.711 Restaurants weltweit

Institutionelle Lebensmitteldienstleister

Lamb Weston liefert Kartoffelprodukte an:

• Sysco Corporation: 68,7 Milliarden US-Dollar Jahresumsatz
• US Foods Holding Corp: 28,8 Milliarden US-Dollar Jahresumsatz
• Performance Food Group: 32,1 Milliarden US-Dollar Jahresumsatz

Lebensmitteleinzelhandel und Supermarktketten

Einzelhändler	Jährlicher Verkauf
Walmart	611,3 Milliarden US-Dollar
Kroger	148,3 Milliarden US-Dollar
Albertsons	77,7 Milliarden US-Dollar

Lebensmittelhersteller, die Kartoffelzutaten benötigen

Zu den wichtigsten Kundensegmenten gehören:

• Conagra Brands: 12,2 Milliarden US-Dollar Umsatz
• Kellogg Company: 15,4 Milliarden US-Dollar Umsatz
• Campbell Soup Company: 8,6 Milliarden US-Dollar Umsatz

Internationale Food-Service-Märkte

Region	Marktdurchdringung
Europa	23 % des internationalen Umsatzes
Asien-Pazifik	17 % des internationalen Umsatzes
Lateinamerika	12 % des internationalen Umsatzes

Lamb Weston Holdings, Inc. (LW) – Geschäftsmodell: Kostenstruktur

Rohstoffbeschaffung (Kartoffelanbau und -beschaffung)

Jährliche Beschaffungskosten für Kartoffeln: 1,2 Milliarden US-Dollar

Beschaffungskategorie	Jährliche Kosten
Kartoffeleinkäufe	845 Millionen Dollar
Ausgaben für landwirtschaftliche Verträge	355 Millionen Dollar

Herstellungs- und Verarbeitungskosten

Gesamtherstellungskosten: 687 Millionen US-Dollar im Geschäftsjahr 2023

• Energiekosten: 92 Millionen US-Dollar
• Gerätewartung: 63 Millionen US-Dollar
• Arbeitskosten: 215 Millionen US-Dollar
• Verpackungsmaterialien: 127 Millionen US-Dollar

Forschungs- und Entwicklungsinvestitionen

F&E-Ausgaben: 45,2 Millionen US-Dollar im Geschäftsjahr 2023

F&E-Schwerpunktbereich	Investition
Produktinnovation	28,3 Millionen US-Dollar
Prozessoptimierung	16,9 Millionen US-Dollar

Supply Chain und Logistikmanagement

Gesamtkosten für Logistik und Vertrieb: 312 Millionen US-Dollar

• Transportkosten: 187 Millionen US-Dollar
• Lagerbetrieb: 82 Millionen US-Dollar
• Bestandsverwaltung: 43 Millionen US-Dollar

Betriebskosten für Marketing und Vertrieb

Gesamte Marketing- und Vertriebsausgaben: 156 Millionen US-Dollar im Geschäftsjahr 2023

Kategorie der Marketingausgaben	Jährliche Kosten
Vergütung des Vertriebsteams	73 Millionen Dollar
Werbung und Verkaufsförderung	48 Millionen Dollar
Kundenbindung	35 Millionen Dollar

Lamb Weston Holdings, Inc. (LW) – Geschäftsmodell: Einnahmequellen

Verkauf von gefrorenen Kartoffelprodukten an die Lebensmittelindustrie

Im Geschäftsjahr 2023 meldete Lamb Weston einen Umsatz im Food-Service-Segment von 2,4 Milliarden US-Dollar. Zu den wichtigsten Kunden zählen McDonald's, Burger King und Yum! Marken.

Kundensegment	Umsatzbeitrag
Schnellrestaurants	1,65 Milliarden US-Dollar
Lässige Gastronomiebetriebe	475 Millionen Dollar
Institutioneller Foodservice	265 Millionen Dollar

Einzelhandel mit gefrorenen Kartoffelprodukten

Der Umsatz im Einzelhandelssegment belief sich im Jahr 2023 auf 1,1 Milliarden US-Dollar, wobei der Vertrieb über große Lebensmittelketten erfolgte.

• Einzelhandelsumsatz im Lebensmittelgeschäft: 725 Millionen US-Dollar
• Club-Store-Umsatz: 275 Millionen US-Dollar
• Facheinzelhandelskanäle: 100 Millionen US-Dollar

Exporteinnahmen auf internationalen Märkten

Der internationale Umsatz belief sich im Geschäftsjahr 2023 auf insgesamt 1,3 Milliarden US-Dollar.

Region	Exporteinnahmen
Europa	425 Millionen Dollar
Asien-Pazifik	385 Millionen Dollar
Lateinamerika	290 Millionen Dollar
Naher Osten/Afrika	200 Millionen Dollar

Verkauf von Kartoffelzutaten mit Mehrwert

Das Segment Spezialzutaten erwirtschaftete im Jahr 2023 einen Umsatz von 650 Millionen US-Dollar.

• Dehydrierte Kartoffelprodukte: 275 Millionen US-Dollar
• Kartoffelmehl und Stärke: 225 Millionen US-Dollar
• Kundenspezifische Kartoffelzutaten: 150 Millionen US-Dollar

Kundenspezifische Produktentwicklungs- und Fertigungsverträge

Der Umsatz mit kundenspezifischer Fertigung erreichte im Geschäftsjahr 2023 350 Millionen US-Dollar.

Vertragstyp	Einnahmen
Private-Label-Herstellung	200 Millionen Dollar
Auftragsproduktentwicklung	150 Millionen Dollar

Lamb Weston Holdings, Inc. (LW) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Lamb Weston Holdings, Inc. (LW) over the competition. It really boils down to product quality, innovation, operational relief, and sheer global reach. They aren't just selling potatoes; they are selling consistency and efficiency, which is critical when you're running a high-volume operation.

High-quality, value-added frozen potato products.

Lamb Weston Holdings, Inc. positions itself as a world-class potato company delivering exceptional products. The value proposition here is transforming the raw potato into a reliable, value-added component for foodservice and retail. For fiscal year 2025, the company generated total net sales of approximately $6.45 Billion USD for the trailing twelve months ending May 25, 2025. Global volume growth, a key indicator of demand for their products, rose 6 percent in fiscal year 2025. This suggests customers are relying on their supply even amidst market softness.

The North America segment, which is their largest, saw net sales of $4,265.2 million in fiscal year 2025. Meanwhile, the International segment showed strong momentum, with Q4 2025 net sales increasing 15 percent year-over-year to $572.7 million.

Here's a quick look at how the segments performed in Q4 2025:

Segment	Net Sales (Q4 2025, $ Millions)	YoY % Change	Volume % Change	Segment Adjusted EBITDA ($ Millions)
North America	$1,103.1	-1%	+4%	$257.9
International	$572.7	+15%	+16%	$63.0

Innovation leader with specialty cuts (e.g., Twister Fries, CrissCut Fries).

The company emphasizes its role as an industry-leading innovator. They aim to drive profitability for customers through exciting menu additions. While specific revenue figures for proprietary cuts like Twister Fries aren't broken out, the focus is on category-leading innovation. This innovation is part of their strategy to maintain their top position.

Simplifying back-of-house operations for foodservice customers.

This is a massive value driver for restaurants. Lamb Weston Holdings, Inc. provides solutions that simplify kitchen operations, which is crucial when you consider that about 85% of their North American sales come from food-away-from-home channels, with the majority through QSRs. The goal is to transform the potato into a reliable engine for business growth by reducing complexity in the kitchen. This helps customers manage labor and speed of service.

Reliability and scale of a global supply chain.

Scale translates directly into reliability for major global partners. The company generated $868 million of cash from operations in fiscal 2025, partly by reducing inventory days by 8 days. They are actively expanding this scale, with a capacity expansion project in Argentina expected to start production in August 2025. This global footprint supports their ability to serve customers worldwide, even as industry capacity utilization has settled around 90% in 2024 after being in the high-90% range in 2022-2023.

Custom product development for major Quick-Service Restaurants (QSRs).

A concrete example of this value proposition is the successful conversion of a large QSR that previously cut its own fries to using a frozen product from Lamb Weston Holdings, Inc.. This shows a direct partnership where they tailor solutions to replace in-house preparation. You see the impact of the QSR environment, as traffic in U.S. QSRs declined 2% in Q3 2025 compared to the prior year period.

The company returned $488.9 million to shareholders in fiscal 2025, including $206.9 million through cash dividends.

Finance: draft 13-week cash view by Friday.

Lamb Weston Holdings, Inc. (LW) - Canvas Business Model: Customer Relationships

You're looking at how Lamb Weston Holdings, Inc. manages its connections with the buyers of its frozen potato products as of late 2025. It's a mix of deep, established partnerships and aggressive pursuit of new volume, especially as the foodservice sector sees headwinds.

Dedicated sales teams for proactive customer partnerships.

Lamb Weston Holdings, Inc. employs sales representatives whose job is to secure and maintain accounts within specific territories, working with functional sales partners to use analytics and insights for customized category goals. The company emphasizes that its team is dedicated to delivering performance through customer-centric service. The customer base spans international food service providers, restaurants, and households in over 100 countries around the world. The entire organization is supported by a team of over 10,000+ people dedicated to raising the bar. The CEO noted entering fiscal 2026 with increased discipline around our customer relationships as part of the "Focus to Win" strategic plan.

Deep, long-term relationships with large QSR chains.

Relationships with major Quick Service Restaurant (QSR) chains form a core part of the business, particularly in North America where about 85% of sales are from food-away-from-home channels, with the majority coming from QSRs. As of April 2025, the relationship with one major chain, McDonald's (MCD), accounted for approximately 13% of Lamb Weston Holdings, Inc.'s total revenues. However, this segment faced pressure; in the U.S. during Q3 fiscal 2025, QSR traffic declined 2% year-over-year, and traffic at QSR chains specializing in hamburgers was down 6%. Despite this, the company ended fiscal 2025 with momentum in customer retention, which helped offset some of the softness.

Customer-centric service model for retention and growth.

The company explicitly states that ongoing support for customers, combined with its commitment to quality, service, and innovation, is driving success globally. Lamb Weston Holdings, Inc. reported ending fiscal year 2025 with momentum in customer wins and retention. This focus is formalized in the "Focus to Win" plan, which prioritizes markets and channels where the company is well-positioned for the long term. The company is also taking steps to deliver at least $250 million of savings by year-end fiscal 2027, which includes $200 million in annualized run rate savings, intended to help drive improved profitability and cash flow to better serve customers.

Direct engagement with retailers for branded and private-label products.

Volume growth in the North America segment in Q4 fiscal 2025 was partly attributed to wins with regional, small, and retail customers, contributing to a 4% volume increase in that quarter. For the full fiscal year 2025, the North America segment net sales were $4,265.2 million, a 2% decline overall, but the volume gains from these smaller channels helped offset declines elsewhere. The company has been shifting innovation focus to in-home consumption, launching new retail products and private label offerings in grocery and club channels.

Contract-based relationships with foodservice distributors.

Volume growth across both North America and International segments in Q4 fiscal 2025 reflected success from contract wins. For instance, the International segment saw a 16% volume increase in Q4 fiscal 2025, which reflected growth in all regions and was led primarily by chain customer contract wins in key international markets. Similarly, Q3 fiscal 2025 International segment volume increased 12%, driven by chain customer contract wins. Sales representatives work to achieve sales growth objectives for assigned customers, which are often secured through these contractual agreements.

Here's a quick look at some relevant sales and customer metrics for Lamb Weston Holdings, Inc. based on fiscal year 2025 results:

Metric	Value / Amount	Period / Context
Fiscal 2025 Total Net Sales	$6,451 million	Full Year Fiscal 2025
North America Segment Net Sales (FY2025)	$4,265.2 million	Full Year Fiscal 2025
North America Segment Volume Growth (FY2025)	Up 2%	Full Year Fiscal 2025
North America QSR Traffic Decline (US, Q3 FY2025)	2%	Year-over-year comparison
Key Customer Revenue Concentration (MCD)	Approx. 13%	Total Revenues (as of April 2025)
North America Market Share Estimate	40%	Estimated (as of April 2025)
North America Foodservice Sales Percentage	Approx. 85%	Of North America sales (as of April 2025)
International Segment Volume Growth (Q4 FY2025)	Up 16%	Fourth Quarter Fiscal 2025

The company's sales strategy involves leveraging its scale, as evidenced by its North America market share estimate of 40%. Furthermore, the focus on contract wins is a key driver of volume, with Q4 FY2025 International volume up 16% due to these agreements. You can see the direct impact of customer engagement on volume:

• Volume increased 8% in Q3 FY2025 North America sales, fully replacing volume lost during the ERP transition.
• International segment volume increased 12% in Q3 FY2025, led by chain customer contract wins.
• Price/mix declined 5% in Q4 FY2025 North America, reflecting planned investments in price and trade to support customers in a competitive market.
• The quarterly dividend stood at $0.37 per share as of July 2025.

Finance: review the impact of the $250 million savings goal on Q1 FY2026 customer pricing negotiations by next Tuesday.

Lamb Weston Holdings, Inc. (LW) - Canvas Business Model: Channels

You're looking at how Lamb Weston Holdings, Inc. gets its products to the end user, which is a mix of direct relationships and broad distribution. The Channels block here shows the arteries of their business.

Direct sales to large QSR and foodservice chains remain a core method, securing high-volume, consistent demand, though this channel saw some pressure in fiscal 2025. For instance, in the fourth quarter of fiscal 2025, North America saw low single-digit declines with large chain customers in volume, despite overall North America volume growth.

The company relies on a global network of foodservice distributors to reach smaller operators and a wider geographic base. This network was key to volume growth in certain areas; in North America during Q4 FY2025, volume increased 4 percent, primarily related to regional, small, and retail customer wins.

The retail channel for branded and private-label frozen products is another significant outlet. This channel contributed to the positive volume mix in North America during Q4 FY2025, which partially offset a 5 percent decline in price/mix driven by competitive pricing investments. To be fair, US QSR traffic itself was down 1 percent in Q4 FY2025 compared to the prior year's fourth quarter.

Here's a look at how the two main segments contributed to the top line in the latest full fiscal year and the most recent reported quarter:

Channel/Segment Metric	FY 2025 Amount (millions)	Q4 FY 2025 Amount (millions)
North America Segment Net Sales	$4,265.2	$1,103.1
International Segment Net Sales	$2,186.1 (Calculated)	$572.7
Total Company Net Sales	$6,451.3	$1,675.8

The International segment showed strong growth in the final quarter of fiscal 2025, indicating successful penetration through its various channels there. You can see the difference in channel dynamics when you look at the volume changes:

• North America Volume (Q4 FY2025): Increased 4 percent.
• International Volume (Q4 FY2025): Increased 16 percent.
• North America Price/Mix (Q4 FY2025): Declined 5 percent.
• International Price/Mix (Q4 FY2025): Increased 5 percent.

The International segment's volume growth of 16 percent in Q4 FY2025 reflects growth in all regions and lapping the prior year's voluntary product withdrawal. Finance: draft 13-week cash view by Friday.

Lamb Weston Holdings, Inc. (LW) - Canvas Business Model: Customer Segments

You're looking at the core of how Lamb Weston Holdings, Inc. generates revenue by serving distinct groups of buyers. Honestly, understanding these buckets is key to seeing where their volume and pricing power come from.

Lamb Weston Holdings, Inc. structures its sales across two primary geographic segments, North America and International, which house the various customer types you mentioned. For the full fiscal year 2025, total Net Sales reached $6,451.3 million. The North America segment accounted for $4,265.2 million of that total, representing a 2 percent decline versus fiscal 2024, while the International segment contributed $2,186.1 million, marking a 4 percent increase.

Here's a quick look at the segment performance for the full fiscal year 2025:

Segment	FY 2025 Net Sales (in millions)	Year-Over-Year Net Sales Growth Rate	FY 2025 Adjusted EBITDA (in millions)	Year-Over-Year Adjusted EBITDA Growth Rate
North America	$4,265.2	(2 percent)	Data not explicitly stated for full year, Q4 was $257.9 million	Data not explicitly stated for full year, Q4 was (7 percent) decline
International	$2,186.1	4 percent	$253.7 million	Data not explicitly stated for full year, Q4 was $62.6 million

The overall volume growth for Lamb Weston Holdings, Inc. in fiscal 2025 was 2 percent, driven primarily by the International segment. This volume increase helped offset a global decrease in restaurant traffic for the year.

The specific customer segments are served through these geographic lenses, and their performance is reflected in the segment results:

• Global Quick-Service Restaurants (QSRs) and large restaurant chains: These customers were impacted by price investments in fiscal 2025, as reflected in the Q1 FY2026 commentary noting a 7 percent price/mix decline driven by carryover impact from fiscal 2025 price investments made to support customers.
• Foodservice distributors and regional restaurant operators: Growth with these channels contributed to offsetting a price/mix decline in the North America segment during the fourth quarter of fiscal 2025.
• Retail grocery stores for branded and private-label frozen products: This group, along with regional and small customers, saw their combined volume lost during the ERP transition in the second half of fiscal 2024 fully replaced by the third quarter of fiscal 2025.
• Small and regional customers, a source of volume growth in FY2025: The company noted that volume growth in Q4 FY2025 was partially offset by declining restaurant traffic in key markets, but volume growth in Q1 FY2026 was supported by recent customer contract wins across channels.
• Commercial ingredients buyers: These buyers are part of the North America segment, which saw its net sales decline by 2 percent in FY2025 to $4,265.2 million.

In the fourth quarter of fiscal 2025, the North America segment's price/mix declined 5 percent, partly due to planned investments in price and trade driven by a competitive market. Also, in the fourth quarter of fiscal 2025, the International segment saw volume increase 16 percent, reflecting growth in all regions.

Finance: review the Q1 FY2026 customer win/retention data against the FY2026 volume target by next Tuesday.

Lamb Weston Holdings, Inc. (LW) - Canvas Business Model: Cost Structure

You're looking at the hard numbers that drive Lamb Weston Holdings, Inc.'s expenses for the fiscal year ending late 2025. The cost structure is heavily weighted toward inputs and logistics, which is typical for a major food processor.

The Cost of Goods Sold (COGS) is dominated by raw materials, specifically potatoes, and the energy/labor required for processing. For the full fiscal year 2025, Net Sales reached $6,451.3 million, with Gross Profit coming in at $1,398.6 million. Manufacturing costs per pound saw an increase, driven by several factors. You saw mid-to-high single-digit increases in raw potato costs, particularly in the first half of the year, alongside higher fixed factory absorption costs because the Company temporarily curtailed production to manage inventory levels in response to softer restaurant traffic.

Transportation and warehousing costs per pound were definitely high, increasing in the low double digits. This jump was mainly due to higher warehouse inventories held throughout the year. These increased logistics costs were partially offset by lapping prior-year charges related to the ERP transition and excess raw potato write-offs.

The Company took significant, non-recurring charges related to its operational adjustments. Specifically, GAAP results for the second quarter of fiscal 2025 included a pre-tax charge of $159.1 million related to the FY25 Restructuring Plan announced in October 2024. The total pre-tax charge recognized for the fifty-two weeks ended May 25, 2025, related to this plan was $185.8 million. This plan involved facility closures, production curtailments, and workforce reductions.

Capital expenditures reflect ongoing investment in the business, though they moderated in FY2025 as major projects concluded. Capital expenditures, net of proceeds from blue chip swap transactions, during fiscal 2025 totaled $650.7 million. This spending supported the completion of strategic capacity expansion projects, including the one in the Netherlands, which was expected to begin production in the first half of fiscal 2025, and the Argentina project, expected to start in August 2025.

Here's a quick look at some of the key cost-related financial metrics for Lamb Weston Holdings, Inc. in fiscal 2025:

Cost Component/Metric	FY 2025 Amount (USD)
Net Sales	$6,451.3 million
Gross Profit	$1,398.6 million
Capital Expenditures (Net)	$650.7 million
Restructuring Charge (Q2 FY25 Pre-tax)	$159.1 million
Restructuring Charge (Total FY25 Pre-tax)	$185.8 million

The cost pressures you see are complex, involving both input inflation and operational adjustments:

• Raw potato costs saw mid-to-high single-digit increases in the International Segment.
• Transportation and warehousing costs per pound rose in the low double digits.
• Higher fixed factory absorption costs resulted from temporarily curtailed production.
• Incremental depreciation expense of $57.6 million was recognized, largely from recent capacity expansions.

Finance: draft 13-week cash view by Friday.

Lamb Weston Holdings, Inc. (LW) - Canvas Business Model: Revenue Streams

You're looking at how Lamb Weston Holdings, Inc. (LW) actually brings in the money, which is pretty straightforward for a major food processor. The vast majority of their revenue comes from shipping frozen potato products to customers across North America and the globe. Honestly, understanding the split between these two geographic areas gives you a quick read on where their volume strength is right now.

Here's the quick math on the top-line performance for the fiscal year ending in 2025. We see the total net sales figure, which is the headline number you should focus on for the year's top-line performance.

Revenue Component	FY 2025 Net Sales (in millions USD)	Year-Over-Year Change Context
Total Net Sales	$6,451.3 million	Declined $16.3 million versus fiscal 2024
Sales of frozen potato products to the North America segment	$4,265.2 million	Down 2 percent versus the prior fiscal year
Sales of frozen potato products to the International segment	$2,186.1 million	Up 4 percent versus the prior fiscal year

So, you can see the North America segment still drives the lion's share of the revenue, even though the International segment saw growth in the same period. The International segment net sales increased by $81.7 million to reach that $2,186.1 million figure, reflecting a 4 percent increase.

Beyond the core product sales, Lamb Weston Holdings, Inc. (LW) pulls in revenue from other sources. These are smaller but still part of the overall financial picture you need to track.

• Equity method investment earnings from unconsolidated joint ventures: $15.2 million in FY2025.
• Sales of commercial ingredients and appetizers: This category is part of the overall sales mix, primarily captured within the North America and International segment totals, as the company markets these products under the Lamb Weston brand and various customer labels.

If onboarding takes 14+ days, churn risk rises. Finance: draft 13-week cash view by Friday.