TSE:PBH

Premium Brands Holdings Corp (PBH.TO)

76.63
+0.44 (0.58%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
263 watching
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Investor Insights
star iconSep 13, 2026, 12:00 am

This summary was created by AI, based on 21 opinions in the last 12 months.

Premium Brands Holdings Corp (PBH) has drawn mixed reviews from financial experts, with a prevailing sentiment of cautious optimism for long-term growth prospects. While the company has been grappling with challenges such as elevated debt levels, margin pressures from rising commodity prices, and execution missteps, analysts emphasize the potential that lies in its recent investments and expansion into the U.S. market. Many believe that despite a selloff driven by short-term market reactions, the fundamentals have not changed significantly, and patience may be rewarded. Concerns about consumer preferences and economic conditions add another layer of scrutiny, but strategic partnerships and acquisitions, particularly in the U.S., provide a pathway for future profitability and capitalizing on evolving consumer trends.

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Consensus
Cautious
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Valuation
Fair Value
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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.
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)

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