10 Best Trade-War-Resistant Stocks to Buy

7. Lamb Weston Holdings, Inc. (NYSE:LW)

Number of Hedge Fund Holders: 51

Lamb Weston Holdings, Inc. (NYSE:LW) is one of the best trade-war-resistant stocks on the market, but not without caveats. On July 9, 2025, Wells Fargo analyst Marc Torrente maintained an Overweight rating and lowered his price target from $70 to $65, citing short-term headwinds. Two weeks later, on July 24, he nudged that target back up to $66. Torrente described the company’s fundamentals as “intact and compelling,” despite near-term volume pressure and sluggish restaurant traffic.

His view essentially shows confidence in Lamb Weston’s global leadership in frozen potato products, especially frozen fries, where it controls roughly one-third of global supply. The company’s pricing power, strategic supply chain positioning, and exposure primarily to North America make it less vulnerable to tariff shocks than peers more entangled in China or broader global logistics webs.

Still, it’s not completely insulated. Roughly 30% of Lamb Weston’s sales come from international markets, including Asia. Fiscal 2025 guidance was soft, weighed down by weak North American volumes and one-time restructuring costs, but margins held up, suggesting that the business is cycling through its rough patch with minimal structural damage.

Lamb Weston’s facilities are closely integrated with farming regions, and its relationships with distributors and major foodservice brands remain tight. That operational focus, combined with demand stability for processed frozen foods, makes it a credible defensive play, especially in a market where volatility and geopolitics are back on the menu.

Lamb Weston (NYSE: LW) is a leading global supplier of frozen potato products, best known for producing nearly a third of the world’s frozen fries. With deep ties to foodservice chains and farming regions, it plays a quiet but critical role in the global food supply chain.