Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:PBH

Premium Brands Holdings Corp (PBH.TO)

79.88
-0.80 (0.99%)
as of Aug 24, 2026, 8:00:00 pm Market Open.
262 watching
0
Investor Insights
star iconAug 24, 2026, 12:00 am

This summary was created by AI, based on 20 opinions in the last 12 months.

Premium Brands Holdings Corp (PBH-T) has received mixed reviews from various experts, reflecting differing opinions on its future potential. Many highlight the company's strong expansion efforts in the United States, particularly with prominent clients like Starbucks and Costco, which could lead to significant growth. However, concerns about the company's leverage and ability to manage rising commodity prices persist. While some experts believe the long-term outlook remains optimistic due to ongoing demand, others express caution due to recent earnings volatility and the challenges of filling excess capacity. Overall, patience is advised as the company navigates its growth plans amidst economic fluctuations.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Fair Value
review icon
Similar
SNC-Lavalin
TOP PICK

He calls them the sandwich kings of Richmond BC. It is a big company now. Revenues are something like $1,250,000,000. They supply to the trade. Have a bit of a health kick to them. This is partly riding on the rising minimum wage situation in the US, causing a lot of outlets to reduce staff. Dividend yield of 4.3%.

HOLD

Recently went to a Hold on it because of all the talk on food inflation, and it is tough for them to pass costs on to their customers. They may have passed this point, so he is going to have to revisit it. Great business and really well run.

PAST TOP PICK

(Top Pick May 29/13, Up 24%) He went to a sell in January because valuations were getting too rich and he was seeing some food inflation. An extremely well run company. As soon as things settle down on the inflation front he would consider buying.

TOP PICK

Acquires food brands and are very good at this. There are a lot of brands that are not owned by the majors. They buy a brand, squeeze synergies out and pay a nice 6.83% dividend.

DON'T BUY

Just doesn’t have enough growth for what he is looking for. There are better consumer brands in Canada. Decent company but not a great one. He would prefer MTY Food Group (MTY-T).

WATCH

A fantastic little company. Restaurant service business, consumer discretionary. Broke out early ’12 and now we are coming back to test it. Question is whether the support here is going to hold. It is a name he is really interested in but has never pulled the trigger. It needs to hold these levels.

WATCH

Very good business and very well run. Sold his holdings because he was worried about inflation in the food sector. Likes the management team. He would like to own this one again.

BUY

(Market Call Minute.) Very good quality, steady Eddie kind of performer. On his radar screen. Very safe stock with a good dividend.

COMMENT

Quarterly results were absolutely amazing. Revenues were way up. Earnings were way up. Stock is trading near historical highs. Could be of interest to momentum players. Would not pass for him because it has not been around 10 years. Not cheap.

COMMENT
Fantastic company. Very well run. They acquire little niche brands in foods, fixes them up, apply economies of scale to them. Their costs are higher because of food price inflation but offsetting this with accretive acquisitions. Not interested in increasing dividends, preferring to retaining earnings for more acquisitions. 6.8% dividend is safe.
BUY
Sold it years ago. Looked at it recently. Sells a lot of deli meats and sliced, processed meats. Doing well, good yield and moderate payout ratio and doing good acquisitions, so more interested in it than he has been in a while. They seem well managed.
BUY ON WEAKNESS
Dividend is save even though payout ratio is high. The stock is always ahead of itself. It goes up because it keeps acquiring new businesses. IF you want safety of dividend, you can get it. Buy it on pullbacks.
DON'T BUY
Make snacks, sandwiches, etc. Have facilities across Canada and in the Pacific north west of the US. Likes this business. Debt to EBITDA is about 3.4X, which is too high for him.
BUY ON WEAKNESS
Manufacture things like pre-packaged sandwiches and pepperonis and deliver them to convenience stores and gas stations. Have done a really good job of building up their business. Has a fair amount of debt. Would prefer around $14. Yield of 7.1%.
BUY
Likes companies that are resistant to recession. Also Olympics are coming and this company is in the convenience food business in Western Canada. Just that a merger and the normal dividend will be the same as what the distribution was.
Showing 151 to 165 of 179 entries