Lamb Weston vs Mondelez International
Side-by-side comparison of AI visibility scores, market position, and capabilities
World's largest frozen French fry producer; $6.3B FY2024 revenue; CEO transition 2024; QSR traffic softening (McDonald's volume reduction) creating excess capacity pressure; NYSE: LW.
About
Lamb Weston Holdings is the world's largest producer of frozen potato products—primarily French fries and potato appetizers—spun off from ConAgra Brands in November 2016 and headquartered in Eagle, Idaho, trading on NYSE (LW). The company generated approximately $6.3 billion in revenues for fiscal year 2024 (ending May 2024) under a leadership transition: longtime CEO Tom Werner departed in 2024, succeeded by Michael Smith, as the company navigated a challenging volume environment driven by softening quick-service restaurant traffic, higher consumer out-of-pocket costs, and the resulting reduction in restaurant French fry orders from major customers including McDonald's and Burger King. Lamb Weston supplies frozen potato products to foodservice operators, retail grocery chains, and food manufacturers across North America, Europe, Asia Pacific, and the Americas.
Mondelez International (MDLZ) reported $36.0B in FY2023 revenue. World's #2 confectionery company. ~91,000 employees. HQ: Chicago, IL. Brands: Oreo, Cadbury, Milka, Toblerone, Ritz.
About
Mondelēz International, Inc. is the world's second-largest confectionery company by revenue and a leading global snacks manufacturer, headquartered in Chicago, Illinois. The company was spun off from Kraft Foods in 2012 to focus on its higher-growth international snacking portfolio. Mondelēz reported net revenues of approximately $36.0B in FY2023 (fiscal year ending December 2023), with approximately 91,000 employees operating in 80+ countries.
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