TSE:PBH

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
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Investor Insights
star iconJul 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.

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Consensus
Constructive
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Valuation
Undervalued
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COST, COST
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.
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.
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