TSE:PBH

Premium Brands Holdings Corp (PBH.TO)

73.09
-1.40 (1.88%)
as of Oct 23, 2026, 8:00:00 pm Market Closed.
264 watching
0
PAST TOP PICK
(A Top Pick May 16/22, Down 1%)

IT has lagged due to inflationary costs but pricing has caught up. It is noteworthy that 85% of its revenue growth will be organic in its five year growth plan. There are 18 projects planned , 11 of which have been started. It will source more prepaid food options. It is building a 500,000
square foot sandwich making facility in the U.S.

BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Highly accretive acquisition announced. Strong momentum helped by COVID. Acquisitions accretive. Improved Free Cash Flows.
TOP PICK
Growing organically and inorganically. Challenges with supply chains and pandemic, but will work through them and end up stronger. Inflation has hurt, but now cost pressures are subsiding. Expects a few quarters of healthy margins, positive for the stock. High quality, record-low valuation. Yield is 3.33%. (Analysts’ price target is $112.11)
WATCH
Great management team that keeps making good acquisitions and broadening its distribution and product line. Inflation causes headwinds with increasing input costs.
PAST TOP PICK
(A Top Pick Nov 15/21, Down 36%) Unable to pass through inflation costs quickly, but they'll get there. High debt hurt by rising rates. In 2015, invested heavily, and stock went up 4x in years after, though inflation will dampen this type of result. With price set on brands, once input costs drop, margins will expand. He's still buying.
HOLD
Company facing cost increases with inflation, but should be able to pass on to customer. Discretionary purchasers are fickle, will be tough to gauge demand of product. Volatile past few quarters. Waiting to see if shares stabilize. Dividend yield not high enough to justify investment.
COMMENT
Hesitates on this given risk/reward profile. But it still offers decent value in the medium- and long term.
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Highly accretive acquisition announced. Strong momentum helped by COVID. Acquisitions accretive. Improved Free Cash Flow.
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Good revenue and dividend growth. Good track record of accretive acquisitions. Expanding its geographic/operating markets. Ability to pass on inflation.
TOP PICK
It caters to regionally produced food that is healthier, etc. Has a great long term record with a short term stumble. Has grown at 15% for 15 to 20 years. Organic growth is at 7% and acquisitions take this to the 15% level. It is off 25% but earnings estimates are not much changed. The business has really grown in the past 5 years but the stock price hasn't kept up. Also it can pass along cost increases. Buy 8, Hold 2 ,Sell 0 (Analysts’ price target is $140.90)
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company saw a good amount of revenue growth from selling price inflation. They also have demonstrated being able to pass on inflation over the past year. Input costs may rise but they should be able to pass on higher costs to customers. There could be some pressure in the near term, but long term outlook is positive. Unlock Premium - Try 5i Free

PAST TOP PICK
(A Top Pick Jan 29/21, Up 20%) Inflation has eroded margins. Still grows by acquisitions. 18% growth rate, trades at 20x. Setting up nicely at this level. Balance sheet's a little levered. Still a good story.
PAST TOP PICK
(A Top Pick Nov 16/20, Up 39%) They have done well as a growth through acquisition company with organic growth of 7% as well. Food stocks are good in an inflationary environment.
TOP PICK
He is sticking with it. 7% organic growth plus acquisitions. In inflationary times, they are able to increase prices because people have to eat. As people start to travel more, they benefit. (Analysts’ price target is $147.09)
DON'T BUY
All about acquisitions, which makes him nervous. You need a disciplined management team, and he doesn't know this team in depth. Not cheap. Macro-based correction will hit the high flyers. Be cautious.
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