Premium Brands Holdings Corp (PBH.TO) Buy,…

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Premium Brands Holdings Corp (PBH.TO)

90.30

+1.25 (1.40%)

as of Jul 15, 2026, 8:00:00 pm Market Open.

262 watching

Investor Insights

Jul 15, 2026, 12:00 am

This summary was created by AI, based on 19 opinions in the last 12 months.

Premium Brands Holdings Corp (PBH-T) is experiencing significant growth, particularly in its U.S. operations, where they are capitalizing on new contracts with major clients like Costco and Starbucks. Despite facing challenges such as rising beef prices and capacity execution issues, many analysts express confidence in the company’s long-term strategy and management capabilities. Recent financial results have shown positive growth, and plans to sell non-core assets are anticipated to strengthen the balance sheet. The overall sentiment leans towards patience, urging investors to look beyond short-term fluctuations and focus on the company’s solid foundation and growth potential. With a dividend yield around 4%, there is also an indication that the stock holds promise for stable income amid ongoing expansions.

Consensus

Constructive

Valuation

Undervalued

Similar

COST, COST

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.

BUY ON WEAKNESS

It has dropped lately, but a good opportunity now for long-term investors. Top managers. There's concern over the input prices of some products but will be addressed over time. Long term looks good, so PBH should be accumulated on weakness. PBH is good with identifying on consumer trends. They grow at 6% annually and organically.

PARTIAL BUY

It really started moving in 2015 as a number of investments they had made started to pay off. In the last couple of years they have made large investment that they expect to pay off from here and going forward. He would consider it to take an initial position or buy on a pull back.

BUY ON WEAKNESS

This will do great things, if you have a 3-5 year horizon. Well-run, but they're dogged by some input costs, but that's nothing new in the food business. He's added to his position on a recent dip and was surprised by their rebound. PBH has the backing of CPPIB with some of them on their board now, so their cash position is great now. He expects more deals and diversification.

DON'T BUY

Under pressure from a lot of stuff. They are not doing anything that is not duplicable by other people. They have scale and brands. Retailers want to build their own brands.

PAST TOP PICK

(A Top Pick Jun 07/19, Down 4%) You don't want to be in this right now because the trend is not there. You were getting a good deal on this one. The recent downtrend was based on China trade wars so it was temporary.

BUY

Impressive story. Hit last quarter with commodity nature of the food business. He bought on the selloff. Buy high quality names like this with reasonable valuation, organic and inorganic growth, respected CEO. Be cautious about the volatility, and look for steady operating performance.

DON'T BUY

She watches it. It's underperformed, because they cut guidance a few times. They have issues with input costs (flu has decimated the pork population in China and driven up pork prices), and those costs impact margins. They make a lot of sandwiches to Starbucks, but can't raise prices because of end-consumer resistance. PBH grows by M&A, but M&A may slow because of a wobbly balance sheet, which further impacts their growth.

BUY

They warned on a disappointing earnings outlook for this year. The swine fever in China has disrupted the market for some of their products. It is a temporary issue. A temporary problem is a buying opportunity.

PAST TOP PICK

(A Top Pick Oct 09/18, Up 10%) He sold and bought back in. Problem was they weren't integrating businesses well, but they're back on track with a capital infusion to let them do more deals. The lows are behind them.

BUY

2015-8 saw an uptrend, but it's now on a dowtrend. This year, support is at $90, the buying level, your entry point.

TOP PICK

They have done a really good job of acquiring, but bit off a little more than they could chew. Later the CPP investment board came in and purchased 7% of the shares of the company. Now they have a lot of cash again. He thinks they are now going to ramp up growth. (Analysts’ price target is $95.36)

TOP PICK

Since early spring 2018, it's fallen from $120 to current resistance around $80. It's had a 33% increase in EBITDA. EPS is down a bit from acquisitions, but estimates for 2020 are 48% higher. The CPP Investment Board just bought a big stake. (Analysts’ price target is $90.73)

DON'T BUY

A great performer, though it stalled in late-2018 due to weak guidance. The debt level prevents him from researching this name more. They've made lots of acqusitions in the past, but maybe that's caught up with them. Either CPP or the teachers' union has made a purchase of them recently, which has benefited PBH. Debt is a worry.

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Premium Brands Holdings Corp (PBH.TO)