TSE:PBH

Premium Brands Holdings Corp (PBH.TO)

87.96
-3.48 (3.81%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
261 watching
0
Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Premium Brands Holdings Corp (PBH) is seen as a company with significant potential for growth, particularly following its recent investments and expansion into the U.S. market. Analysts note that the stock trades at a forward PE of 13x but is projected to grow 20% in the next year or two. Despite facing some pressure due to rising prices and previous fluctuations in stock performance, the company's solid management and strategic moves, such as selling non-core assets and increasing capacity, are largely viewed positively. There are mixed opinions regarding the company's historical performance; while some experts highlight its recent success, others express concerns about its aggressive accounting practices and high debt levels. Nonetheless, a strong customer base, including Costco, offers reassurance, and the stock is viewed as a solid long-term hold with a decent dividend yield.

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Consensus
Positive
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Valuation
Fair Value
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Similar
SBUX
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.
BUY
It is back down to 19 times PE. They were experiencing cost inflation and toned down market spending. They got punished for thinking long term. They are a stable food business. Their guidance was not that bad. They have done nothing but create shareholder value for 5 years. They are now getting punished. It makes no sense to a long term investor.
COMMENT
Just came out with earnings: it's okay. He's not worried. It's been aggressively acquiring. Nothing wrong here with a long-term view. Dividend is okay, but beware of price swings. In fact, it could go down further before it even outs. Compared to its peers, PBH is expensive.
DON'T BUY
They made a lot of acquisitions and need them to grow--and that's tough. P/E of 22. He's rather buy their big customer, Starbucks.
COMMENT
Why such a big decline? It's on her radar. High valuation, but good managers. They grow by acquisition (small processed meat-makers). Their latest pullback was a result of the stock getting ahead of itself. They just had a conference that all that investors should listen to. Margins were lower (higher transportation costs) so they revised guidance. Are these costs temporary or get resolved? Is growth slowly only temporarily?
BUY ON WEAKNESS
Support at $85 (from mid-2017). This has been oversold since July after a long uptrend. He's close to buying this. If it doesn't hold at $85, this could fall to $70.
TOP PICK

Great Management team. People want to sell their business to them. Maybe went ahead of themselves on a valuation multiple up to the beginning of the year and since then it has been nonstop down days. He feels there are more acquisitions ahead and won’t stay below $100 for long. (Analysts’ price target is $127.55)

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