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
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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