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Campaigns / Starboard Value → Lamb Weston Holdings, Inc.
Starboard Value vs. Lamb Weston Holdings, Inc.

Lamb Weston Holdings, Inc. · LW

1 deck published between 2026-03-08 and 2026-03-08 — 3 pages, 3 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2026-03-08 initial thesis

    2026 03 Starboard_Value_LP_Letter_to_LW_Board_and_CEO_03.09.2026

    3pp · letter

    Lamb Weston's recovery is real but insufficient; doubling cost cuts to $500M, targeting 4.5% SG&A, and divesting APAC can restore 25% EBITDA margins at a 6.7x multiple.