TSE:WN

George Weston Ltd. (WN.TO)

103.47
+3.78 (3.79%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 5, 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 stable but boring investment option, with experts noting its defensive nature in a high-risk market. One analyst highlights its strong assets, even though it may not yield significant returns. Another expert draws attention to its status as a holding company for Loblaw and concerns regarding the holding company discount, indicating a preference for investing closer to the core businesses. Furthermore, the company scores well on value and fundamentals but faces challenges such as negative publicity over pricing and customer loyalty, which could affect its brand reputation. Despite these concerns, some analysts see a potential upside of 16%, but the recent decline in stock performance raises questions about its pricing strategy and market position.

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Consensus
Neutral
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Valuation
Fair Value
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Similar
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DON'T BUY
The key thing for them is its principal asset, Loblaws (L-T) which is currently way down. Their other operations are their bakeries that have high input costs. Of the 2, would prefer the purer play of Loblaws but wouldn’t buy either at this point.
DON'T BUY
Not a good chart. Owns 71% of Loblaws (L-T) whose chart is similar. The bakery side has turned around somewhat but is still not robust. Wait for the first decent “up quarter”.
BUY ON WEAKNESS
Would buy it below $80. On his radar screen.
PAST TOP PICK
(A Top Pick Jan 31/06. Up 6%.) A cheap way to own Loblaws. There has been no change in its fundamentals.
TOP PICK
He has owned George Weston for quite some time. They believe that this company is making structural changes to really position their business for the long term and to truly compete with Walmart and any one else that wants to come into the country. Giving investors a unique opportunity to buy Weston and Loblaws. Great long term conservative well run companies. Prefers to buy below $85.00
TOP PICK
May have overstepped the program too quickly and are trying to fix it. The advantage is Loblaws , which is their core holding. Great positioning in market place and they have the stores. Walmart is a threat. But they are pretty experienced and they are going to rectify their mistakes. He bought in the low 80's.
TRADE
Food and Beverage stocks tend to be underperforming in the market. Risks are low though.
TRADE
Watch the trends. Right now it is a down trend. Uncertain of the stock action.
TOP PICK
The holding company for Loblaws (L-T) plus it has excellent businesses of its own. Excellent management. Their bakery business is turning around. Good price.
DON'T BUY
Loblaws (L-T) is its principal asset. Loblaws and this one have been terrible investments this year. If you are a positive on Loblaws, owning their stock is the better way to play this.
COMMENT
Looking at this one right now. The significant portion of this company is Loblaws (L-T) which is down quite a ways. The bakery side is trading at about 8 X cash flow, which normally would be 10 X cash flow.
WAIT
At $70/75 it might be an interesting speculation. A first class company. Good for a 5-year hold, but not right now.
SELL
The profitability for Loblaw’s (L-T) and Weston’s (WN-T) is deteriorating pretty quickly. Sees declining margins.
TOP PICK
When they saw their bakery operations begin to turn around as well as a bankruptcy of a major competitor in the US, it made sense to have some exposure.
BUY
Bakery assets are attractive because they are coming through a wee bit of a cycle because of the Atkins diet phase and the sell of in the last couple of years.
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