Compare Lamb Weston Holdings Inc (LW) vs Consumer Discretionary Select Sector SPDR Fund (XLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lamb Weston Holdings Inc vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Lamb Weston Holdings Inc trades at $48.37 (market cap $6.81B), while Consumer Discretionary Select Sector SPDR Fund trades at $112.74 (market cap $21.89B). The key difference: Consumer Discretionary Select Sector SPDR Fund is far larger — about 3.2× Lamb Weston Holdings Inc's market cap, and Lamb Weston Holdings Inc pays a 3.07% dividend while Consumer Discretionary Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lamb Weston Holdings Inc for 66 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| LW | XLY | |
|---|---|---|
Market Cap | $6.81B | $21.89B |
Volume | 4,638,686 | 5,690,342 |
Sector | Consumer Staples | — |
52-Week High | $66.57 | $124.52 |
52-Week Low | $38.48 | $105.64 |
Typical Hold Time | 66 Days | 114 Days |
Enterprise Value | $10.61B | — |
Dividend Yield | 3.07% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Lamb Weston (LW) trades at $48.36, up 0.56% on the day, with a bullish technical signal and consistent earnings beats in recent quarters. The stock shows strong profitability with a 14.17% ROE and trades at a P/E of 27.03. Recent news highlights cost savings exceeding $100 million and anticipation for Q1 2026 earnings. The consensus price target is $53.71, suggesting potential upside from current levels.
The outlook is cautiously optimistic given earnings momentum and analyst support, but risks include margin pressure from rising costs and ongoing legal scrutiny. Net income margin declined to 3.85% in 2025 from 11.21% in 2024, reflecting operational challenges. Investor sentiment is mixed amid institutional positioning shifts and pending earnings results.
XLY trades at $112.66, up 1.17% with a bullish technical signal despite mixed momentum indicators. The ETF shows underperformance versus consumer staples in 2026, declining over 7% while facing inflation pressures on discretionary spending. Analyst consensus remains unanimously bullish with 100% buy ratings, though technical resistance at $113 presents near-term challenges.
The outlook remains cautiously optimistic given strong analyst support and potential holiday sales growth, but persistent inflation and sector underperformance versus the broader market pose significant headwinds. Key risks include consumer spending shifts toward value and concentration in top holdings like Amazon and Tesla.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Lamb Weston Holdings Inc
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 →About Consumer Discretionary Select Sector SPDR Fund
In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →
