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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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SNC-Lavalin
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%.
PARTIAL BUY
Support and resistance? He's a bit concerned about the chart. The support level will be important, if the downtrend breaks and it can close above, he'd be adding exposure. Take a bit of exposure and see what happens. If it breaks above, complete the position. And if it breaks below, reduce exposure.
WATCH
The stock has taken a hit. It is a very well managed company. They have these new sales initiatives bit they have labour challenges. They are having trouble delivering the product.
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