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8-K ·Filed Oct 6, 2026

LW

Lamb Weston Holdings, Inc.
NEUTRAL
Impact 2/10
Horizonweeks Processed26d 10h ago SEC0001679273-26-000053
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor for the appointment of a successor President, International and any related strategic shifts in international operations. The orderly transition suggests no immediate disruption.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled: T+5d ⚠ clustered
LW ▲ +10.25% at T+5d
NEUTRAL call +10.25% · α vs SPY +11.23% · entry $48.09 → $53.02
Next anchor: T+20d tomorrow
Latest observation: T+15 +6.04% FF3 residual α
Entry = T+0 close
Oct 6, 2026
via day close
T+1d
+2.85%
call +2.85% · α +3.27%
$49.46
settled 26d ago
T+5d
+10.25%
call +10.25% · α +11.23%
$53.02
settled 20d ago
T+20d
Pending
tomorrow
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Lamb Weston entered into a transition and separation agreement with Marc Schroeder, President, International, who resigned. He will serve through December 31, 2026, then in an advisory role until February 15, 2027, with no cash severance. This is a routine executive departure with an orderly transition, no financial impact disclosed.

Key Facts

  • Marc Schroeder, President, International, resigned effective February 15, 2027
  • He will serve as President, International through December 31, 2026, then in an advisory role until February 15, 2027
  • No cash severance payments are provided
  • Prorated vesting of equity awards (stock options, RSUs, performance shares) under Early Retirement treatment
  • Non-compete and non-solicitation restrictions in force for one year after separation
  • Eligible for prorated FY27 annual incentive bonus based on actual performance

Financial Impact

No material financial impact disclosed; no cash severance; equity vesting is prorated and subject to performance conditions

Risk Factors

  • Loss of a key international executive could slow international growth initiatives if a successor is not quickly named
  • Advisory period may limit full leadership focus during transition

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001679273-26-000053
Document: lw-20261005.htm0001679273-26-000053
Document: 0001679273-26-000053-index-headers.html0001679273-26-000053
Document: 0001679273-26-000053-index.html0001679273-26-000053
Document: 0001679273-26-000053.txt0001679273-26-000053
11 reports for LW
Performance horizon
100% Hit rate @ T+1 5 of 5 directional calls Went positive at some point 5 of 5 best @ T+60▲ +17.45%Apr 1, 2026
Filters
Rows
Reports for LW, sortable and filterable
TypeNow
Oct 27, 2026
5d ago
Institutional Cluster
NEUTRAL ★ 3/10
$53.49 $53.29▼ −0.37%▲ +0.01%$54.08 (+1.10%)
Oct 6, 2026
26d ago
8-K
NEUTRAL ★ 2/10
$48.09 $49.46▲ +2.85%▲ +3.27%$54.08 (+12.46%)
Oct 6, 2026
26d ago
8-K
BULLISH ★ 6/10
$47.91 $48.09▲ +0.38%▲ +0.62%$54.08 (+12.88%)
Jul 30, 2026
13w ago
DEFA14A
NEUTRAL ★ 3/10
$53.55 $52.52▼ −1.92%▼ −2.58%$54.08 (+0.99%)
Jul 24, 2026
14w ago
8-K
MIXED ★ 6/10
$49.58 $53.11▲ +7.12%▲ +7.10%$54.08 (+9.08%)
Jul 15, 2026
15w ago
8-K
NEUTRAL ★ 2/10
$46.92 $46.79▼ −0.28%▲ +0.71%$54.08 (+15.26%)
Jun 4, 2026
21w ago
8-K
BEARISH ★ 6/10
$42.18 $41.92▲ +0.62%▼ −1.98%$54.08 (−28.21%)
May 26, 2026
22w ago
8-K
NEUTRAL ★ 4/10
$42.10 $42.69▲ +1.40%▲ +1.39%$54.08 (+28.45%)
Apr 6, 2026
30w ago
Insider Cluster
BULLISH ★ 7/10
$40.14 $40.46▲ +0.80%▲ +0.73%$54.08 (+34.73%)
Apr 6, 2026
30w ago
Insider Cluster
BULLISH ★ 7/10
$40.14 $40.46▲ +0.80%▲ +0.73%$54.08 (+34.73%)
Showing 10 of 11

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Report published Oct 6, 2026