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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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.

HOLD
He likes this well managed company. They typically acquire companies at good valuations and expand the margins. They say the acquisition pipeline still has great opportunities. They just completed a $200 million bought deal. Some of their margins have tightened, which has impacted their share price recently.
HOLD
They have big contracts with star bucks. They made a number of acquisitions but these stories may fall apart and they had a premium valuation and then the stock fell apart when the company missed a couple of quarters. They had problems with the minimum wage going up. He is trying to do more due diligence on it.
TOP PICK

Hit a high of $120 in Febuary 2018 and fell to $75 in December. It's now breaking resitance at $84. They just reported a 33% increase in EBITDA, and 40% increase in earnings. EPS is slightly down due to acquisitions. Estimates for this year are 24% and 48% higher next year. The Canadian Pension Board just invested in this. (Analysts’ price target is $90.73)

BUY ON WEAKNESS
CPP is investing $200 million. The stock hasn't fully recovered like others. Still expensive in his view. He thinks the entry point is $75.
PAST TOP PICK
(A Top Pick Oct 09/18, Down 9%) A disappointment. It's a growth by acquisition story, but they couldn't keep up with labour costs. He sold. Had some weak quarters.
WATCH

The chart resembles Kraft's, seeing a sharp downturn since early 2018. It's been consolidating since last fall. It is testing the top of its range, and if it breaks out, then this enters a bullish scenario. Now is a crucial time.

BUY
Great management team. They make sandwiches. They have been great at acquisitions. Recently they have made some large acquisitions. Margins have slipped a bit. Their acquisition pipeline is still large. They haven't traded this cheap for a long time.
WATCH
Had a great run. Hard to analyze all the underlying businesses. Very expensive stock. Be on the fence to see the next few quarters. Got hammered because came in below expectations. On his watch list, but low down. Not a bargain. Better opportunities elsewhere. If you own it, hang on.
BUY
He bought in January. Their volumes are going up. The national brands are losing appeal while local and regional ones are not.
HOLD
Great Canadian success story. Very big pullback, which is not uncommon in the Canadian market. Last quarter earnings disappointed, but this is transitory. Have done a very good job managing this type of pressure. Don't be concerned about the pullback. Hold if you own, but he wouldn't rush out to buy more. Cost pressures will take a bit of time to work through. Yield is 2.42%.
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