TSE:PBH

Premium Brands Holdings Corp (PBH.TO)

86.78
+1.42 (1.66%)
as of Jun 25, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 25, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Premium Brands Holdings Corp (PBH) has garnered mixed reviews from analysts regarding its recent performance and growth prospects. The company is viewed positively for its expansion efforts into the U.S. and its partnerships with major clients like Costco and Starbucks, which are expected to drive revenue growth despite potential economic headwinds. Some experts express concerns about high debt levels and aggressive accounting practices, with some recommending a cautious approach to investing. The stock saw a decline recently but is perceived to have strong management and a promising growth trajectory, leading to differing views on its short-term performance and long-term potential. Analysts have varied price targets, indicating differing opinions on its value relative to its current price.

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Consensus
Positive
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Valuation
Fair Value
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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.
BUY
It was a Top Pick in December. It is off to a great start this year. It is a growth by acquisition company. Unlike lots of these kinds of companies they are also growing well organically. Acquiring Clear Water gave them access to global markets.
PAST TOP PICK
(A Top Pick Feb 07/20, Up 7%) The acquisition of Clearwater was well received by investors. It adds to their distribution of sandwich meats and prepackaged foods. Everybody is trying to eat more healthfully, which should be a tailwind. Still holds it and the outlook is reasonable.
PAST TOP PICK
(A Top Pick Feb 13/20, Up 9%) They had a difficult year. They continue to make acquisitions, then sell those new products and sell them to their retail clients. He expects more acquisitions after they digest a recent major one. Synergistic.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has potential but comes with more risk and the valuation is somewhat high. The recent deals that they have announced is solid and is positive for their future. Unlock Premium - Try 5i Free

TOP PICK

The Clearwater acquisition offers good synergy. The partnership makes the deal less capital intensive. Part of the recovery trade with restaurant and hotel sales coming back. 22% EPS growth trading at 18x. Have made very good acquisitions and is good at integrating them. (Analysts’ price target is $116.82)

BUY

Long-term, they've done a great job in acquisitions. The recent one with Clearwater was the biggest though PBH was already in the seafood business. They'll continue to grow by acquisition and organically.

BUY
Brands include Calvin Klein and Tommy Hilfiger. Just reported a blow-out including a beat in sales, driven by strong recoveries in Europe and China. Also, their digital sales are up 36% YOY. They're thriving during the so-called collapse of retail.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. - A balanced risk return ratio. It could see some good benefit when schools and universities are back to normal. Offers a nice risk based growth rate. Unlock Premium - Try 5i Free

TOP PICK

They just announced joint acquisition of Clearwater SeaFoods. It brings harvesting into the organization. 90% of Clearwater's product is sold internationally while PBH-T sells only within Canada and the US. It turns them into a global player. (Analysts’ price target is $109.75)

TOP PICK
It pulled back. Now we are seeing a re-acceleration in their earnings, and multiple growth. (Analysts’ price target is $100.29)
TOP PICK
A $3.7 billion market cap company involved in specialty foods manufacturing and distribution. Cash flow was up 34% on last reporting. Earnings are expected to grow 25% in 2020. He does not own it, but it is a high ranking candidate for inclusion in their fund. Yield 2.12% (Analysts’ price target is $96.78)
HOLD
They reduced their debt and have a pretty good long term history. There is good growth potential there. It is definitely ownable.
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