Lamb Weston Holdings Inc vs State Street PDR S&P Retail ETF — how do they compare? Lamb Weston Holdings Inc trades at $46.42 (market cap $6.43B), while State Street PDR S&P Retail ETF trades at $88.47. The key difference: Lamb Weston Holdings Inc pays a 3.26% dividend while State Street PDR S&P Retail ETF pays none, and State Street PDR S&P Retail ETF is trading nearer its 52-week high, Lamb Weston Holdings Inc nearer its low. Which is the better fit depends on your goals.
| LW | XRT | |
|---|---|---|
Market Cap | $6.43B | — |
Sector | Consumer Staples | Broad Market / Factor |
52-Week High | $66.57 | $90.88 |
52-Week Low | $38.48 | $77.28 |
Enterprise Value | $10.40B | — |
Dividend Yield | 3.26% | — |
Signals from Pluang's Aura AI — not financial advice
Lamb Weston (LW) trades at $47.26, up 1.0% on the day, with a bullish technical signal from moving averages. The stock shows consistent earnings beats in recent quarters, with Q2 2026 results pending. Revenue reached $6.45B in 2025, though net income margin compressed to 4.61%. Analyst consensus is a $49.33 price target with a mixed buy/hold rating split. Recent news highlights the company's 'Focus to Win' strategy driving North America volume gains and cost savings, alongside ongoing legal challenges.
LW presents a turnaround story with cost-saving initiatives and market share gains supporting upside potential. However, margin pressures, a pending securities lawsuit, and high debt levels pose significant risks. The stock's valuation at a P/E of 21.88 appears reasonable if earnings growth resumes, but investors face headwinds from competitive and operational challenges.
No Aura AI signal available yet.
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 →XRT is an equal-weighted ETF that tracks the U.S. retail sector. It provides diversified exposure to apparel, automotive, and online retailers, including well-known names like Amazon, Target, and Costco.
Read more on XRT →