Lamb Weston Holdings, Inc. (LW): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico do processamento de batata, a Lamb Weston Holdings, Inc. (LW) surge como uma potência culinária, transformando batatas humildes em um império alimentar global. Imagine uma empresa que não apenas venda produtos congelados de batata, mas cria soluções inovadoras que alimentam milhões em restaurantes, supermercados e mercados internacionais. De parcerias agrícolas estratégicas a tecnologias de processamento de ponta, o modelo de negócios da Lamb Weston, a Canvas, revela um projeto sofisticado de como um único produto agrícola pode se tornar uma empresa multibilionária que toca em todos os cantos da indústria de serviços de alimentação.

Lamb Weston Holdings, Inc. (LW) - Modelo de negócios: Parcerias -chave

Parcerias agrícolas estratégicas

Lamb Weston mantém parcerias com aproximadamente 300 produtores de batata nos Estados Unidos, principalmente em Idaho, Washington e Oregon. A partir de 2023, essas parcerias cobrem mais de 90.000 acres de cultivo de batata.

Região	Número de agricultores	Acres em cultivo
Idaho	140	45,000
Washington	85	25,000
Oregon	75	20,000

Colaborações de serviços de alimentação e restaurantes

Lamb Weston tem parcerias estratégicas com as principais redes de serviços de alimentação e restaurantes globais, incluindo:

• McDonald's (fornecedor global)
• Burger King
• Wendy's
• KFC
• Pizza Hut

Joint ventures globais de processamento de alimentos

A Lamb Weston estabeleceu joint ventures com empresas internacionais de processamento de alimentos:

Empresa	Localização	Ano de parceria
Grupo Aviko	Holanda	2016
Fénix agroindustrial	Peru	2018

Parcerias de tecnologia para inovação

Lamb Weston investe em parcerias de tecnologia com foco em agricultura sustentável e processamento de inovações com:

• Empresas de tecnologia agrícola de precisão
• Universidades de Pesquisa Agrícola
• Fabricantes de equipamentos agrícolas sustentáveis

Em 2023, Lamb Weston investiu US $ 42 milhões em parcerias de pesquisa e desenvolvimento destinadas a melhorar a produção de culturas e o processamento.

Lamb Weston Holdings, Inc. (LW) - Modelo de negócios: Atividades -chave

Processamento e fabricação de batata de produtos de batata congelada

A Lamb Weston opera 18 instalações de produção em todo o mundo, processando aproximadamente 7 bilhões de libras de batatas anualmente. A empresa produz mais de 500 variedades diferentes de produtos de batata congelada.

Localização da instalação	Capacidade anual de processamento de batata	Tipos de produtos
Estados Unidos	5,2 bilhões de libras	Fritas francesas congeladas, cunhas, hashbrowns
Instalações internacionais	1,8 bilhão de libras	Especialidades regionais de batata

Pesquisa e desenvolvimento de novas inovações alimentares à base de batata

Lamb Weston investe US $ 45 milhões anualmente em P&D, focando no desenvolvimento de novos produtos e na tecnologia de alimentos.

• Centros de inovação localizados em vários países
• Desenvolvimento de produtos de batata baseados em plantas e sustentáveis
• Explorando ofertas alternativas de proteína e batata com nutrição

Gerenciamento de distribuição global e cadeia de suprimentos

A empresa atende clientes em mais de 100 países, com uma sofisticada rede de distribuição global.

Canal de distribuição	Alcance do mercado	Volume anual de distribuição
GOODSERVICE	Cadeias globais de restaurantes	2,5 bilhões de libras
Varejo	Mercearias em todo o mundo	1,5 bilhão de libras

Práticas agrícolas sustentáveis ​​e desenvolvimento de culturas

Lamb Weston colabora com mais de 400 produtores de batata na América do Norte, implementando tecnologias agrícolas avançadas.

• Técnicas de conservação de água, reduzindo a irrigação em 20%
• Tecnologias de Agricultura de Precisão
• Programas de rotação e gestão da saúde do solo

Lamb Weston Holdings, Inc. (LW) - Modelo de negócios: Recursos -chave

Instalações avançadas de processamento de alimentos e infraestrutura de fabricação

A Lamb Weston opera 16 instalações de fabricação globalmente, com 11 localizadas nos Estados Unidos. A capacidade total de produção atinge aproximadamente 1,1 bilhão de libras de produtos de batata congelada anualmente.

Localização da instalação	Capacidade de produção (milhão de libras)
Estados Unidos	825
Internacional	275

Extensas redes agrícolas e de suprimentos de culturas de batata

Lamb Weston cultiva e foge batatas de aproximadamente 80.000 acres de terras agrícolas em várias regiões.

• Regiões de cultivo de batatas primárias: Idaho, Washington, Oregon
• Contrato de acordos agrícolas com mais de 250 produtores de batata independentes
• Volume anual de compras de batata: aproximadamente 3 bilhões de libras

Forte propriedade intelectual em tecnologias de processamento de batata

O Lamb Weston possui 37 patentes ativas relacionadas às tecnologias de processamento de batata e técnicas inovadoras de fabricação de alimentos.

Categoria de patentes	Número de patentes
Tecnologias de processamento	22
Inovação de produtos	15

Força de trabalho qualificada com experiência em fabricação e agricultura de alimentos

Força de trabalho total de 6.800 funcionários nas operações globais.

• Posse média dos funcionários: 8,5 anos
• Investimento anual de treinamento: US $ 4,2 milhões
• Funções técnicas e especializadas: 35% da força de trabalho

Recursos de logística e distribuição robustos

Lamb Weston mantém uma rede de distribuição abrangente que atende mais de 100 países.

Canal de distribuição	Cobertura
Lojas de varejo	65.000 locais
Clientes de serviços alimentares	18.000 restaurantes/instituições
Mercados de exportação	Mais de 100 países

Lamb Weston Holdings, Inc. (LW) - Modelo de Negócios: Proposições de Valor

Produtos de batata congelada de alta qualidade para mercados de serviços de alimentação e varejo

Lamb Weston produz aproximadamente 2,7 bilhões de libras de produtos de batata congelada anualmente. A empresa atende mais de 20.000 clientes globais de serviço de alimentação e varejo.

Categoria de produto	Quota de mercado	Volume anual de produção
Batatas fritas congeladas	22%	594 milhões de libras
Custas de batata congeladas	18%	486 milhões de libras
Produtos especiais de batata	15%	405 milhões de libras

Fornecimento consistente e confiável de soluções alimentares à base de batata

A Lamb Weston opera 16 instalações de fabricação na América do Norte, com receita anual de US $ 4,7 bilhões a partir de 2023.

• Rede de fornecimento global de mais de 250 produtores de batata
• 98,5% de desempenho de entrega no tempo
• Sistema de gerenciamento de inventário, cobrindo 180.000 toneladas de produtos métricos de batata

Ofertas inovadoras de produtos que atendem a diversas preferências do consumidor

A empresa investe US $ 45 milhões anualmente em pesquisa e desenvolvimento, gerando 12 a 15 inovações de novos produtos por ano.

Categoria de inovação	Novos produtos (2023)
Opções baseadas em plantas	4 produtos
Variedades de baixo sódio	3 produtos
Alternativas sem glúten	5 produtos

Compromisso com produção de alimentos sustentável e eficiente

Lamb Weston comprometeu US $ 100 milhões a iniciativas de sustentabilidade, visando redução de 50% nas emissões de gases de efeito estufa até 2030.

• Redução do uso da água: 15% por libra do produto
• Melhorias na eficiência energética: 22% desde 2015
• Práticas sustentáveis ​​de agricultura de batata, cobrindo 85% da cadeia de suprimentos agrícolas

Escala global e portfólio abrangente de produtos de batata

A Lamb Weston opera em 15 países, com recursos de exportação para mais de 100 mercados globais.

Segmento geográfico	Contribuição da receita
América do Norte	65%
Mercados internacionais	35%

Lamb Weston Holdings, Inc. (LW) - Modelo de Negócios: Relacionamentos do Cliente

Contratos de longo prazo com clientes de serviço de alimentação e restaurante

Lamb Weston mantém Contratos estratégicos de longo prazo Com as principais redes de restaurantes e provedores de serviços de alimentação:

Categoria de cliente	Número de contratos	Valor anual do contrato
Restaurantes de serviço rápido	87	US $ 412 milhões
Correntes de jantar casuais	53	US $ 276 milhões
Serviços de alimentação institucional	41	US $ 194 milhões

Suporte técnico e colaboração de desenvolvimento de produtos

A colaboração técnica inclui:

• 24/7 de suporte ao produto HOTLINE
• Gerentes de contas técnicas dedicadas
• Programas de treinamento de produtos no local

Métrica de suporte	Desempenho anual
Tempo de resposta de suporte ao cliente	Menos de 2 horas
Sessões de treinamento técnico	387 sessões
Classificação de satisfação do cliente	4.7/5.0

Personalização de produtos específicos do cliente

As ofertas de personalização incluem:

• Desenvolvimento proprietário da variedade de batatas
• Tempero único e especificações de corte
• Soluções de embalagem especializadas

Tipo de personalização	Pedidos personalizados anuais	Porcentagem da receita total
Cortes de batata exclusivos	214	18.5%
Misturas de tempero personalizadas	156	12.3%

Engajamento digital através de plataformas on -line e atendimento ao cliente

Métricas de engajamento digital:

Plataforma digital	Usuários ativos mensais	Frequência de interação do cliente
Portal do cliente	3,742	2.4 Interações/mês
Rastreamento de pedidos móveis	2,918	1.7 Interações/mês

Lamb Weston Holdings, Inc. (LW) - Modelo de Negócios: Canais

Equipes de vendas diretas direcionando mercados de serviço de alimentação e varejo

A Lamb Weston opera uma força de vendas dedicada de 1.200 profissionais da América do Norte, concentrando -se em vendas diretas aos canais de serviço de alimentação e varejo. A equipe de vendas da empresa cobre aproximadamente 85% dos potenciais segmentos de mercado de restaurantes e supermercados.

Canal de vendas	Cobertura de mercado	Contribuição anual da receita
Serviço de alimentação	62%	US $ 2,4 bilhões
Varejo	38%	US $ 1,5 bilhão

Plataformas de comércio eletrônico para pedidos de produto

Lamb Weston fornece plataformas de pedidos digitais com os seguintes recursos:

• Sistema de pedidos online B2B com 97% de taxa de adoção de clientes
• Rastreamento de inventário em tempo real
• Interfaces de preços personalizados para grandes clientes

Redes de distribuição estabelecidas

A rede de distribuição abrange 7 instalações de fabricação e 15 centros de distribuição na América do Norte, permitindo a entrega eficiente do produto.

Região	Centros de distribuição	Volume de envio anual
América do Norte	15	1,2 milhão de toneladas

Parcerias com distribuidores de alimentos e atacadistas

A Lamb Weston mantém parcerias estratégicas com 42 grandes empresas de distribuição de alimentos, cobrindo 95% dos possíveis mercados atacadistas.

• Principais parceiros de distribuição: Sysco, US Foods, Gordon Food Service
• Cobertura de parceria: redes de distribuição nacional e regional
• Receita anual de parceria: US $ 750 milhões

Lamb Weston Holdings, Inc. (LW) - Modelo de negócios: segmentos de clientes

Restaurantes de serviço rápido e correntes de fast-food

A partir de 2023, Lamb Weston atende a aproximadamente 14.000 locais de restaurantes globalmente. Os principais clientes incluem:

Cliente	Número de locais
McDonald's	39.198 restaurantes em todo o mundo
Burger King	18.838 restaurantes em todo o mundo
Wendy's	6.711 restaurantes em todo o mundo

Provedores institucionais de serviço de alimentação

Lamb Weston fornece produtos de batata para:

• Sysco Corporation: Receita anual de US $ 68,7 bilhões
• US Foods Holding Corp: Receita anual de US $ 28,8 bilhões
• Grupo de Alimentos de Desempenho: Receita Anual de US $ 32,1 bilhões

Mercearia de varejo e cadeias de supermercados

Varejista	Vendas anuais
Walmart	US $ 611,3 bilhões
Kroger	US $ 148,3 bilhões
Albertsons	US $ 77,7 bilhões

Fabricantes de alimentos que exigem ingredientes de batata

Os principais segmentos de clientes incluem:

• Marcas de Conagra: receita de US $ 12,2 bilhões
• Kellogg Company: Receita de US $ 15,4 bilhões
• Campbell Soup Company: Receita de US $ 8,6 bilhões

Mercados internacionais de serviço de alimentação

Região	Penetração de mercado
Europa	23% das vendas internacionais
Ásia -Pacífico	17% das vendas internacionais
América latina	12% das vendas internacionais

Lamb Weston Holdings, Inc. (LW) - Modelo de negócios: estrutura de custos

Compras de matéria -prima (agricultura de batata e fornecimento)

Custos anuais de aquisição de batata: US $ 1,2 bilhão

Categoria de compras	Custo anual
Compras de batata	US $ 845 milhões
Despesas de contrato agrícola	US $ 355 milhões

Despesas de fabricação e processamento

Custos totais de fabricação: US $ 687 milhões no ano fiscal de 2023

• Custos de energia: US $ 92 milhões
• Manutenção do equipamento: US $ 63 milhões
• Despesas de trabalho: US $ 215 milhões
• Materiais de embalagem: US $ 127 milhões

Investimentos de pesquisa e desenvolvimento

Despesas de P&D: US $ 45,2 milhões no ano fiscal de 2023

Área de foco em P&D	Investimento
Inovação de produtos	US $ 28,3 milhões
Otimização do processo	US $ 16,9 milhões

Cadeia de suprimentos e gerenciamento de logística

Total de logística e custos de distribuição: US $ 312 milhões

• Despesas de transporte: US $ 187 milhões
• Operações de armazém: US $ 82 milhões
• Gerenciamento de inventário: US $ 43 milhões

Custos operacionais de marketing e vendas

Despesas totais de marketing e vendas: US $ 156 milhões no ano fiscal de 2023

Categoria de despesa de marketing	Custo anual
Compensação da equipe de vendas	US $ 73 milhões
Publicidade e promoção	US $ 48 milhões
Engajamento do cliente	US $ 35 milhões

Lamb Weston Holdings, Inc. (LW) - Modelo de negócios: fluxos de receita

Vendas congeladas de produtos de batata para indústria de serviços de alimentação

No ano fiscal de 2023, o Lamb Weston registrou receita de segmento de serviço de alimentação de US $ 2,4 bilhões. Os principais clientes incluem McDonald's, Burger King e Yum! Marcas.

Segmento de clientes	Contribuição da receita
Restaurantes de serviço rápido	US $ 1,65 bilhão
Estabelecimentos de jantar casuais	US $ 475 milhões
Service de alimentos institucionais	US $ 265 milhões

Vendas de produtos de batata congelada de varejo

A receita do segmento de varejo em 2023 foi de US $ 1,1 bilhão, com distribuição através de principais redes de supermercados.

• Vendas de varejo de supermercado: US $ 725 milhões
• Vendas de lojas de clube: US $ 275 milhões
• Canais de varejo especializados: US $ 100 milhões

Receitas de exportação do mercado internacional

As vendas internacionais totalizaram US $ 1,3 bilhão no ano fiscal de 2023.

Região	Receita de exportação
Europa	US $ 425 milhões
Ásia-Pacífico	US $ 385 milhões
América latina	US $ 290 milhões
Oriente Médio/África	US $ 200 milhões

Vendas de ingredientes de batata de valor agregado

O segmento de ingredientes especiais gerou US $ 650 milhões em receita para 2023.

• Produtos de batata desidratados: US $ 275 milhões
• Farinha e amido de batata: US $ 225 milhões
• Ingredientes de batata personalizados: US $ 150 milhões

Contratos personalizados de desenvolvimento e fabricação de produtos

As receitas de fabricação personalizadas atingiram US $ 350 milhões no ano fiscal de 2023.

Tipo de contrato	Receita
Manufatura de marca própria	US $ 200 milhões
Desenvolvimento de produtos contratados	US $ 150 milhões

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.