Lamb Weston Holdings Inc vs ThredUp Inc — how do they compare? Lamb Weston Holdings Inc trades at $47.87 (market cap $6.81B), while ThredUp Inc trades at $2.48 (market cap $308.63M). The key difference: Lamb Weston Holdings Inc is far larger — about 22.1× ThredUp Inc's market cap, and Lamb Weston Holdings Inc pays a 3.07% dividend while ThredUp Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lamb Weston Holdings Inc for 66 Days and ThredUp Inc for 29 Days on average.
| LW | TDUP | |
|---|---|---|
Market Cap | $6.81B | $308.63M |
Volume | 4,638,686 | 3,024,364 |
Sector | Consumer Staples | Consumer Cyclical |
52-Week High | $66.57 | $9.41 |
52-Week Low | $38.48 | $2.12 |
Typical Hold Time | 66 Days | 29 Days |
Enterprise Value | $10.61B | $306.81M |
Dividend Yield | 3.07% | — |
Signals from Pluang's Aura AI — not financial advice
Lamb Weston (LW) trades at $47.87, down 0.46% on the day, with a bullish technical signal supported by moving averages. The company shows consistent earnings beats in recent quarters, with Q3 2026 EPS of $0.75 exceeding expectations of $0.587. Revenue reached $6.45 billion in 2025, though net income margin declined to 3.85%. Analyst consensus price target stands at $53.71, representing 12% upside potential from current levels.
The stock presents a mixed outlook with strong technical momentum and earnings consistency offset by margin compression and elevated valuation at 27x P/E. Key risks include competitive pressures in the food industry and ongoing margin challenges. Institutional sentiment leans cautious with 63% hold ratings, suggesting limited near-term catalysts despite the technical bullish setup.
ThredUp (TDUP) trades at $2.48, up 11.71% in the last session, yet remains in a bearish technical trend. The company reported record Q2 2026 revenue of $90.8 million, up 17% year-over-year, but missed EPS estimates and cut full-year revenue guidance. Despite a high gross margin of 79.52%, it posted a net loss margin of -6.65% and negative ROE. Analyst consensus is 57% buy, but recent news highlights a fraud investigation and promotional headwinds.
The outlook is mixed: strong revenue growth and a dominant position in online resale offer upside, but persistent losses, weak guidance, and legal risks pose significant challenges. Investors should weigh the bullish analyst ratings against fundamental weaknesses and recent stock volatility.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners.
Read more on TDUP →