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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
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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.

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Consensus
Mixed
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Valuation
Fair Value
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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.
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.
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