Lamb Weston Holdings (BSP:L1WH34) Tariff Resilience Score: 6/10 (As of Jul. 19, 2026)

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BSP:L1WH34 Lamb Weston Holdings Inc BSP:L1WH34
21 GF Score
Price R$120.55
GF Value R$166.13
Valuation Modestly Undervalued
! 4 Warning Signs
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What is Lamb Weston Holdings Tariff Resilience Score?

Lamb Weston Holdings BSP:L1WH34 21 Tariff Resilience Score is 6 as of Jul. 19, 2026. GuruFocus rates BSP:L1WH34 with a GF Score™ of 21/100 and a GF Value™ of R$166.13 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 2,047 Consumer Packaged Goods companies, Lamb Weston Holdings ranks better than 97.8% on this metric.

Lamb Weston Holdings has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

Lamb Weston Holdings has Lamb Weston has a global supply chain with significant exports. While it has diversified manufacturing locations, its reliance on agricultural imports and exports makes it moderately vulnerable. Historical tariffs on agricultural products have impacted costs, but the company has some pricing power and alternative sourcing strategies.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Lamb Weston Holdings might have Average Resilient.

Lamb Weston Holdings  (BSP:L1WH34) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Lamb Weston Holdings Tariff Resilience Score Related Terms

BSP:L1WH34 vs INGR, CAG, CPB: Tariff Resilience Score Comparison

For the Packaged Foods subindustry, Lamb Weston Holdings's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Lamb Weston Holdings Tariff Resilience Score vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Lamb Weston Holdings's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Lamb Weston Holdings's Tariff Resilience Score falls into.


BSP:L1WH34
21GF Score
Lamb Weston Holdings Inc BSP:L1WH34
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
Lamb Weston Holdings (BSP:L1WH34) has a Tariff Resilience Score of 6 as of Jul. 19, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Lamb Weston Holdings ranks #45 out of 2047 companies in the Consumer Packaged Goods industry, placing it in the top 2.2%.
Is Lamb Weston Holdings' Tariff Resilience Score too high?
Lamb Weston Holdings' current Tariff Resilience Score is 6. Based on the distribution chart, Lamb Weston Holdings ranks #45 out of 2047 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, Lamb Weston Holdings has a GF Score™ of 21/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Lamb Weston Holdings' Tariff Resilience Score compare to INGR and CAG?
According to the Consumer Packaged Goods industry distribution chart, Lamb Weston Holdings ranks #45 out of 2047 companies for Tariff Resilience Score. This places Lamb Weston Holdings in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Consumer Packaged Goods company?
A good Tariff Resilience Score depends on the Consumer Packaged Goods industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Lamb Weston Holdings's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lamb Weston Holdings stock overvalued right now?
Based on GuruFocus' analysis, Lamb Weston Holdings (BSP:L1WH34) is currently considered Modestly Undervalued. The stock's GF Value™ is R$166.13, compared to a current price of R$120.55 — trading 27.4% below its estimated fair value. The current Tariff Resilience Score is 6. Lamb Weston Holdings' overall GF Score™ is 21/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Lamb Weston Holdings (BSP:L1WH34), the current Tariff Resilience Score is 6 as of Jul. 19, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Lamb Weston Holdings (BSP:L1WH34) Overvalued in 2026?

Based on GuruFocus' analysis, Lamb Weston Holdings stock appears to be undervalued. The current stock price of R$120.55 is trading 27.4% below its estimated GF Value™ of R$166.13. GuruFocus considers Lamb Weston Holdings to be Modestly Undervalued.

Key valuation signals for BSP:L1WH34:

  • Tariff Resilience Score: 6
  • GF Value™: R$166.13 vs. price of R$120.55 (27.4% below fair value)
  • GF Score™: 21/100 with 4 warning signs

No single metric tells the full story. See the BSP:L1WH34 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Lamb Weston Holdings Business Description

Other Exchanges LW:USA0L5:Germany
Address 599 S. Rivershore Lane, Eagle, ID, USA, 83616
Lamb Weston is North America's largest and the world's second-largest producer of branded and private-label frozen potato products, both by volume and value. The company's portfolio is anchored by french fries, but it also sells sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. Roughly two thirds of revenue comes from its home market of North America, with none of the other 100 countries the company sells into representing a significant share. McDonald's is Lamb Weston's single-largest customer at 15% of fiscal 2025 sales, with no other company representing more than 10%. Lamb Weston became an independent company in 2016 when it was spun off from Conagra.
21GF Score

Get the complete analysis for BSP:L1WH34

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$120.55
Price
R$166.13
GF Value