Lamb Weston Holdings Inc vs PepsiCo, Inc. — how do they compare? Lamb Weston Holdings Inc trades at $46.52 (market cap $6.43B), while PepsiCo, Inc. trades at $134.44 (market cap $184.89B). The key difference: PepsiCo, Inc. is far larger — about 28.8× Lamb Weston Holdings Inc's market cap, and PepsiCo, Inc. pays the higher dividend (4.37%). Which is the better fit depends on your goals.
| LW | PEP | |
|---|---|---|
Market Cap | $6.43B | $184.89B |
Sector | Consumer Staples | Consumer Staples |
52-Week High | $66.57 | $170.44 |
52-Week Low | $38.48 | $135.40 |
Enterprise Value | $10.40B | $227.39B |
Dividend Yield | 3.26% | 4.37% |
Signals from Pluang's Aura AI — not financial advice
Lamb Weston (LW) trades at $46.59, down 0.43% today, with a bullish technical signal from moving averages and a consensus analyst price target of $49.33. The company reported revenue of $6.45B in 2025 and has beaten EPS estimates in the last three quarters. Recent news highlights its 'Focus to Win' strategy showing traction, with volume gains in North America and cost-saving initiatives supporting its turnaround.
The outlook remains cautiously optimistic, with potential upside from continued earnings beats and strategic execution, but risks include a pending class-action lawsuit, margin pressures, and high debt levels. Analyst sentiment is mixed, with 35% buy ratings, reflecting confidence in the turnaround amid operational challenges.
PepsiCo (PEP) trades at $134.79, down 1.7% on the day, with a bearish technical signal and mixed fundamentals. Recent earnings have consistently beaten expectations, with Q2 2026 EPS of $2.20 surpassing the $2.19 estimate. Revenue growth remains steady, projected at $96.9B for 2026, though net margin dipped to 8.77% in 2025. The stock shows strong profitability metrics, including a 51.59% ROE, but faces headwinds from price sensitivity in its snack business, as highlighted by recent news of Doritos price cuts.
The outlook for PEP is cautiously optimistic, supported by analyst consensus and a $158.50 price target, implying 17.6% upside. Key opportunities include ongoing business transformation and dividend stability, while risks involve consumer pushback on pricing and competitive pressures. Institutional activity shows mixed signals, with some firms increasing stakes amid overall bearish technical trends.
Trailing returns across standard periods
Latest headlines on both assets
Lamb Weston is the world's second-largest producer of branded and private-label frozen potato products, such as French fries, sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. The company also has a small appetizer business that produces onion rings, mozzarella sticks, and cheese curds. Including joint ventures, 63% of fiscal 2022 revenue was U.S.-based, with the remainder stemming from Europe, Canada, Japan, China, Korea, Mexico, and several other countries. Lamb Weston's customer mix is estimated 58% quick-serve restaurants, 19% full-service restaurants, 8% other food services (hotels, commercial cafeterias, arenas, schools), and 16% retail. Lamb Weston became an independent company in 2016 when it was spun off from Conagra.
Read more on LW →PepsiCo is one of the largest food and beverage companies globally. It makes, markets, and sells a slew of brands across the beverage and snack categories, including Pepsi, Mountain Dew, Gatorade, Doritos, Lays, and Ruffles. The firm uses a largely integrated go-to-market model, though it does leverage third-party bottlers, contract manufacturers, and distributors in certain markets. In addition to company-owned trademarks, Pepsi manufactures and distributes other brands through partnerships and joint ventures with companies such as Starbucks. The firm segments its operations into five primary geographies, with North America (comprising Frito-Lay North America, Quaker Foods North America, and North America beverages) constituting around 60% of consolidated revenue.
Read more on PEP →