Lamb Weston (NYSE: LW) and Conagra Brands (NYSE: CAG) are trading at value levels and offering historically high yields for investors in 2025. While Lamb Weston trades at a premium to Conagra, both are at the low ends of their historical ranges and well below broad market averages, and there are reasons. Both are quality consumer staples brands, but Lamb Weston’s potato-centric business is more stable and growing in 2025, while Conagra struggles with headwinds.
Conagra’s headwinds include a consumer shift to lower-price brands and margin contraction in FQ3, which are expected to ease in Q4 and dissipate in F2026. Investors can get into these stocks now, while they are down, and reap the market-beating 2.7% and 5.3% dividend yields until their share prices revert to the high ends of their respective valuation ranges.
