Lamb Weston Holdings Reports Q2 2025 Earnings: Key Takeaways

Lamb Weston Holdings reported Q2 2025 earnings with CEO Michael Jared Smith highlighting strong demand for frozen potato products. The company's sales increased by 9% YoY to $1.2 bln, beating analysts' estimates of $1.1 bln. Net income rose to $110 mln from $79 mln in the previous year. The company's adjusted EPS of $1.32 surpassed the consensus estimate of $1.22.

Lamb Weston Holdings, Inc. (NYSE: LW) reported robust earnings for the second quarter of 2025, reflecting strong demand for its value-added frozen potato products. The company's sales increased by 9% year-over-year (YoY) to $1.2 billion, surpassing analysts' estimates of $1.1 billion. Net income rose to $110 million from $79 million in the previous year. The company's adjusted earnings per share (EPS) of $1.32 exceeded the consensus estimate of $1.22 [3].

CEO Michael Jared Smith highlighted the company's performance, stating that the results were driven by strong international volume growth. The company's "Focus to Win" transformation plan, which aims to achieve at least $250 million in annualized savings by the end of fiscal 2028, is contributing to the company's financial performance [1].

Lamb Weston's earnings report underscores the resilience of the frozen potato market, which is expected to grow at a compound annual growth rate (CAGR) of 6.9% from 2025 to 2031, reaching $22,150 million by 2031 [2]. The company's strong performance in the second quarter suggests that it is well-positioned to capitalize on the growing demand for frozen potato products in various sectors, including restaurants, fast food outlets, and retail stores.

References:
[1] https://www.marketscreener.com/news/lamb-weston-holdings-inc-reports-earnings-results-for-the-fourth-quarter-and-full-year-ended-may-25-2-ce7c5cd2dc89ff24
[2] https://www.openpr.com/news/4108071/frozen-potatoes-market-outlook-growth-trends-6-9-cagr
[3] https://www.nasdaq.com/articles/lamb-weston-posts-4-percent-gain-q4