Lamb Weston Holdings Inc: LW to close Broekhuizenvorst plant as capacity rationalization continues

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Lamb Weston Holdings Inc: LW to close Broekhuizenvorst plant as capacity rationalization continues

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Lamb Weston Holdings Inc

LW to close Broekhuizenvorst plant as

capacity rationalization continues

Maintain Rating: NEUTRAL | PO: 47.00 USD | Price: 41.94 USD

Rightsizing EMEA footprint to improve utilization 04 June 2026

This morning, Lamb Weston (LW) announced its intention to close its Broekhuizenvorst Equity

facility in the Netherlands (built in 1977), underscoring a continued push to rationalize

Peter T. Galbo, CFA

capacity and improve global network efficiency. LW framed the action as aligning its Research Analyst

global manufacturing footprint with customer demand while improving efficiency, BofAS peter.galbo@bofa.com

consistent with prior commentary. We view this as a continuation of the company’s

Chris Downing

broader “Focus to Win” strategy to rationalize supply-demand imbalances, particularly in Research Analyst

Europe where underutilization has persisted amid softer demand. While demand BofAS christopher.downing@bofa.com

weakness remains a concern, we believe the decision to shutter this facility is

Yasmine Deswandhy

appropriate given its age and should support improved utilization and margin recovery Research Analyst

over time through the removal of excess capacity. Our take, capacity at Broekhuizenvorst BofASyasmine.deswandhy@bofa.com

was also likely made redundant by the opening of Kruiningen facility in late 2024. The

announcement is LW’s third closure over the last two years, including the Connell, WA

closure in October 2024 and the Argentina plant consolidation in January 2026,

Stock Datareinforcing that LW remains proactive in recalibrating its production network.