TSE:WN

George Weston Ltd. (WN.TO)

103.77
-0.24 (0.23%)
as of Jun 26, 2026, 4:16:01 pm Market Open.
147 watching
0
Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

George Weston Ltd. (WN-T) is perceived as a boring and defensive investment that may not yield substantial returns, especially amid a volatile market. Analysts highlight the company's strong asset base, but express concern about the nuances of investing in holding companies, particularly with WN's strategic acquisition of Loblaw shares, which introduces potential holding company discounts. Despite its dominant market share, the company faces challenges related to negative publicity regarding pricing that could affect brand loyalty and customer trust. Analysts note the stock's valuation, scoring a 6 in value and 7 in fundamentals, while suggesting a 16% upside potential in the market. However, the reasons for its recent drop-off remain unclear, related to customer perception and product pricing issues.

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Consensus
Neutral
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Valuation
Fair Value
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Similar
ATD-T
TOP PICK
Recently replacing management with some top-quality changes. Making a very concerted effort on the supply chain management in Loblaws (L-T).
PAST TOP PICK
(A Top Pick Mar 8/06. Down 18.9%.) Was too optimistic on Loblaw’s (L-T) turnaround.
TOP PICK
Has recovered from around $70 to the $78 level. Market not giving credit for the underlying strength that Loblaws (L-T) has, which has taken steps to write off a great deal of inventory and worked very hard on their supply chain. Weston’s bakery business in the US has shown some signs of improvement.
TOP PICK
Likes companies that are in a business that are going to relatively stable. Their Loblaws (L-T) holdings are taking a lot of action to get rid of excess inventory and put better tracking systems in place. Bringing in new management for this. Bakery business in the US is turning around.
DON'T BUY
One of the issues with this is that you have to feel comfortable where Loblaws (L-T) is as it is a very big chunk of their mix. Not a fan of Loblaws. It’s in a difficult situation.
BUY
Despite the fact that Loblaws (L-T) is the major component, Loblaws has changed management and upgrading their distribution channels. Have started buying this one.
DON'T BUY
Will pretty much track Loblaws (L-T). He likes the preferred shares, which he feels are pretty solid. Doesn't own the common.
DON'T BUY
They have to get their act together at Loblaws (L-T). Too early yet.
DON'T BUY
This is a question on how Loblaws will do. Wait a quarter or so to see how numbers are going to shake out. Senior executive changes were a little disturbing. Still has Wal-Mart competition to worry about.
PAST TOP PICK
(A Top Pick Mar 8/06. Down 20%.) This has basically being driven by Loblaws (L-T). He is weathering through the food orientation to discount.
TRADE
George Weston. Competitors have caught up to them, very competitive area.
TOP PICK
Buying a little less on return of equity, but paying a fair amount less for it. You have the food side through Loblaws (L-T), but you also have the bakery side.
DON'T BUY
This is a defensive play and the market seems to be gravitating towards defensive stocks. Feels there are better ways to play it until earnings get turned.
DON'T BUY
Principal asset is Loblaws (L-T) which has been struggling. Loblaw is doing the right thing on a long-term basis but execution has been very disappointing.
WATCH
Has fallen off because of Loblaws (L-T). Cheap at 13 X earnings and is becoming so cheap, that it will be a great buy at some point.
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