TSE:WN

George Weston Ltd. (WN.TO)

103.77
-0.24 (0.23%)
as of Jun 26, 2026, 4:16:01 pm Market Open.
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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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ATD-T
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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