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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BUY
A wonderful stock. You can buy it when it's cheap against Loblaws and vice versa.
TRADE
Investors are getting defensive. They are buying things like Weston's and Loblaws which tells you a little bit about the market environment.
BUY
With this, you are buying a proxy on Loblaws which is hitting new 52 wek highs. Trading at 17 X earnings which is not too bad. The bakery business has been hurt by the Atkins diet craze. Just got a 5% pricing increase from Wal Mart.
TOP PICK
70% of its valuation is due to its holding of Loblaws. A bankruptcy of a major US bakery will be good for them. Loblaws is extremely well positioned. Should be able to withstand the onslaught of Wal Mart. PE ratio is reasonable.
BUY
Had good numbers. Feels the low carb is a fad. Would consider at this price.
DON'T BUY
Recently sold their holdings. An excellent company, but saw the dynamics of the baking business changing. Buyers of bread like Walmart are consolidating.
TRADE
Loblaws is doing OK, but the bakery side is suffering. People moving away from carbs may already be built into the stock.
PAST TOP PICK
(Past top pick June 21/04. Down 5.6%.) Hoping that the Atkin's diet craze will fade and the US bakery will pick up. A very good way to get exposure to Loblaws. Book value of $37.
DON'T BUY
Q: Is a good way to play Loblaws is to buy Westons? A: Loblaws is fairly priced right on their model price. Weston's model price is $20 lower than the present stock price. Earnings on both companies are coming down.
DON'T BUY
Valuation of $58-$70 so the stock is too high at this price. Not very liquid and tends to be institutionally owned.
BUY ON WEAKNESS
Tremendously well run. Stock price has been dropping, but still not in his value range.
BUY
Has been hit with the low carb diet craze, but this has brought the price down so that it is quite inexpensive. Well-run and very profitable.
TOP PICK
A better value way to play Loblaws. Bakery situation in the US has pulled them back. Expect this will turn around. Good price.
TOP PICK
Had a big drop because of the Atkins diet but, their core business is Loblaws. Expect it will go sideways for a while. Has been under a lot of pressure so, at a good price.
BUY
Has been under a little pressure because Loblaws has been off as well as the bakeries in the US been hit by the Atkins diet. At a good price now.
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