Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 47.09 · gapped above the open, never looked back. High/low 47.95 at 9:45 am ET, 47.09 at 3:45 pm ET.
Lamb Weston Holdings, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Canned, Frozen & Preservd Fruit, Veg & Food Specialties
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of LW revenue | Skew |
|---|---|---|---|
| MCDMcDonald's Corporation | 3.69% | 15.00% | 4.1× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Our largest customer, McDonald's Corporation, accounted for approximately 15%, 15%, and 14% of our consolidated net sales in fiscal 2026, 2025, and 2024, respectively.”
$992M relationship4.1× more of LW’s book than MCD’s
basisLW fy2026 · closed 2026-05 $6.6BMCD fy2025 · closed 2025-12 $26.9B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001679273-26-000026cik 0001679273
“We purchase multi-game gaming terminals from leading manufacturers such as Light & Wonder, Inc., International Game Technology, Aristocrat and Novomatic.”
FILING10-K0001698991-26-000018cik 0001698991disclosed by ACEL
“We provide all sales and marketing services to Lamb Weston RDO and receive a fee for these services based on a percentage of the net sales of the venture.”
FILING10-K0001679273-26-000026cik 0001679273
“We also sell certain products in connection with marks such as Grown in Idaho and Alexia , which we license from third parties.”
FILING10-K0001679273-26-000026cik 0001679273
“We also sell certain products in connection with marks such as Grown in Idaho and Alexia , which we license from third parties.”
FILING10-K0001679273-26-000026cik 0001679273
“Through licensing programs with such companies as Smithfield Foods, and Lamb Weston, Inc., over fifteen Nathan's Famous branded SKUs are sold through grocery retail channels.”
FILING10-K0001437749-26-019923cik 0000069733disclosed by NATH
“A significant portion of our earnings has come from royalties paid by our product licensees, such as Smithfield Foods, Solina, and Lamb Weston, Inc.”
FILING10-K0001437749-26-019923cik 0000069733disclosed by NATH
Watchlist prices, news filtered to it, and its next report on your desk.
Lamb Weston Holdings, Inc. has 3 disclosed suppliers and 4 disclosed customers. Each one is named in an SEC filing, either Lamb Weston Holdings, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
LW (Lamb Weston Holdings, Inc.) has 3 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: MCD −1.78%, in consumer.