Lamb Weston Holdings Inc (LW)

The provided data indicates that Lamb Weston Holdings Inc’s days of inventory on hand (DOH) have exhibited variability over the recent periods, reflecting operational dynamics and inventory management strategies. As of May 28, 2023, the DOH stood at approximately 75.99 days, suggesting a moderate inventory cycle duration during that time period. Slight fluctuations are observed in the subsequent days: on May 31, 2023, DOH increased to approximately 86.81 days, indicating a lengthening of the inventory cycle, potentially due to increased inventory accumulation or reduced sales velocity.

Moving into the following year, on May 26, 2024, the DOH decreased marginally to approximately 76.91 days, aligning closely with the earlier levels observed in 2023. However, by May 31, 2024, the DOH further increased to approximately 88.41 days, marking a significant elongation in the inventory period. This could suggest either deliberate inventory build-up, slower sales, or operational adjustments.

In the most recent period recorded, on May 31, 2025, the DOH decreased markedly to approximately 74.80 days. This reduction indicates an improvement in inventory turnover efficiency, possibly reflecting enhanced sales performance, better inventory management practices, or adjustments in supply chain operations.

Overall, the trend illustrates notable fluctuations in DOH over the analyzed periods, with a peak around late May 2024, followed by a subsequent decrease by May 2025. The periods of increased DOH could imply challenges in inventory turnover or strategic stockpiling, whereas the decline in 2025 may suggest efforts toward optimizing inventory levels and improving operational efficiencies. It is essential to contextualize these ratios within broader operational, market, and strategic factors for a comprehensive assessment.

Peer comparison

May 31, 2025