Lamb Weston Holdings shares have gained 13.1% in the past four weeks as operating trends improve, especially in North America. The advance follows six consecutive quarters of sales-volume growth, with consolidated volume up 7% in fiscal fourth-quarter 2026 and North America volume up 11% on customer contract wins, share gains, strong retention and an extra week. North America net sales increased 9% to $1,206.2 million, and segment adjusted EBITDA rose 17% to $304.7 million, while McDonald's represented approximately 15% of fiscal 2026 net sales. Management expects North America volume to increase in the low single digits in fiscal 2027, with flat global restaurant traffic, and the company exceeded its fiscal 2026 milestone of $100 million in savings under a three-year Cost Savings Program targeting at least $250 million of annualized run-rate savings by the end of fiscal 2028. However, companywide price/mix declined 3% in fiscal fourth-quarter 2026, and International adjusted EBITDA dropped 81% to $11.8 million, with fiscal 2027 guidance still calling for International net sales to decline in the low single digits.
Lamb Weston Holdings IncNorth America volume up 11% on contract wins and share gains, driving sales and EBITDA growth.
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