MEDIUMOutside partyCustomer
50%
top ten customers
“10-K Item 1: 'our ten largest customers accounted for approximately 50% of our net sales'”
LW · Concentration risk · 10-K extracted
Lamb Weston Holdings (LW) concentration risks
Updated
The most significant concentration Lamb Weston Holdings discloses is top ten customers at 50%, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Lamb Weston Holdings’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH0
MEDIUM2
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inGeographic
35%
sales outside the United States
“10-K Item 1A: 'net sales outside the U.S., primarily in Australia, Canada, China, Europe, Japan, Korea, Mexico, and Taiwan, accounted for approximately 35%, 34%, and 23% of our net sales, respectively'”
LOWOutside partyCustomer
15%
McDonald's Corporation
“10-K Item 1: 'our largest customer, McDonald's Corporation, accounted for approximately 15%, 14%, and 13%, respectively, of our consolidated net sales'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-26Lamb Weston's concentration exposures split cleanly between customer dependency and geographic structure, and both land in the same middle range. On the customer side, the ten largest customers together account for approximately 50% of net sales — a medium-share exposure that is nonetheless a diversified base of ten counterparties rather than reliance on any single buyer. The single largest of those, McDonald's Corporation, contributes approximately 15% on its own, a low-share exposure that keeps company-specific counterparty risk contained even though McDonald's is clearly the most important individual name. Geographically, sales outside the United States — spanning Australia, Canada, China, Europe, Japan, Korea, Mexico, and Taiwan — represent approximately 35% of net sales, another medium-share exposure that is structural rather than counterparty-driven, tied to global foodservice demand rather than any one relationship. Taken together, these exposures are diversified enough that no single line item threatens the thesis on its own; the more relevant read is that Lamb Weston's fortunes are linked to large-format foodservice chains and non-U.S. demand broadly, not to any single customer or country.
For the engine’s reasoning on LW’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Packaged Foods
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| CENT | Central Garden & Pet Company | 1 | 1 | 2 | 4 |
| CENTA | Central Garden & Pet Company | 1 | 1 | 2 | 4 |
| CPB | The Campbell's Company | 1 | 1 | 1 | 3 |
| LW● | Lamb Weston Holdings, Inc. | 0 | 2 | 1 | 3 |
| CAG | ConAgra Brands, Inc. | 0 | 1 | 0 | 1 |
| BRBR | BellRing Brands, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.