TSE:WN

George Weston Ltd. (WN.TO)

102.92
+2.04 (2.02%)
as of Jul 16, 2026, 6:48:39 pm Market Open.
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Investor Insights
star iconJul 16, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

George Weston Ltd. (WN-T) has garnered varied opinions among analysts, highlighting its nature as a defensive and stable investment amidst a volatile market. Several experts commend its core business in staples and hard assets, noting its resilience even if the tech sector experiences downturns. However, one analyst expresses concern over the complexities associated with holding companies and references a competitor they favor. Despite positive metrics like market share and analysts' price targets indicating potential upside, there are also mentions of negative publicity regarding product pricing that could impact brand trust and loyalty. Overall, opinions range from cautious optimism to reservations about the inherent risks of its structure and market performance.

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Consensus
Mixed
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Valuation
Fair Value
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ATD
HOLD

WN-T vs. L-T This sector is just not loved right now. Investors just aren't looking at these kinds of stocks right now. Their costs have been moving up but people aren't eating more. Their sweet spot is late April until late May. L-T could be okay so he would hold on to it.

DON'T BUY

WN vs. L A bit like splitting hairs. Weston controls Loblaw. When you buy Weston, you get 95% Loblaw and 5% bakery. A great business. A buy and hold through the cycles. If you get a rip roaring cyclical market, it will probably lag. High single digit or low double digit return. He doesn't like the bakery, so Loblaw gets the nod.

HOLD

Owns Loblaw and real estate. This will track how Loblaw is doing. Supermarkets soared during the spring lockdown and will thrive during more lockdowns unfortunately. He prefers Kroger (American), because of its online and home delivery. It's okay to hold onto Weston. He's ambivalent.

PAST TOP PICK
(A Top Pick Jun 17/19, Down 2%) It has done very well considering the environment. They are being hurt most in the food services business. All of the grocery chains have been doing very well during the COVID crisis.
TOP PICK

One of the few companies with good newss--people are cleaning out the shelves at Loblaw (and other supermarkets). Shoppers will stay open early for seniors. During worry about the Choice REIT not getting its rent from Loblaw. After a few years of turning around, Weston is improving and coming out with better sales. (Analysts’ price target is $124.00)

PAST TOP PICK

(A Top Pick Aug 22/18, Up 10%) They also have the bakery side of the business where they have invested a lot into the business. A lot of it depends on L-T plus exposure to CHP.UN-T. He would highly recommend it at $100. They are the dominant player in the Canadian grocery business.

PAST TOP PICK
(A Top Pick Apr 30/19, Up 1%) A defensive summer stock. He's cautious in the summer. It's basing and maybe breaking out. It should be okay this summer or increase a little. Doesn't see downside here.
BUY
The holding company for Loblaw's and the Choice REIT. If we get inflation, then they will do well. We are seeing it now in the food chain. He likes it. At some point the bakery won't grow and then there is no point in holding it. (Analysts’ price target is $114.00)
TOP PICK
They have been undergoing a fair amount of change. Their bakery business is a tiny part of their business but is getting the most focus when people look at them. They have been undergoing a dramatic shift over the last couple of years, rationalizing product lines and building new facilities. He thinks we will see an improvement in profitability. From time to time they have modest dividend increases. He would prefer it a little under $100. (Analysts’ price target is $113.83)
TOP PICK
A defensive name. It's breaking out at $100 now, and he has a $110 target for this summer. That's when he will sell. (Analysts’ price target is $110.14)
TOP PICK
They've gone through a transition year that continues in 2019, but margins will begion to build. Loblaw spun out Choice Properties REIT that Weston owns now. They pay special dividends when they sit on a lot of cash--this could happen. (Analysts’ price target is $109.29)
WATCH
Safe to hold? Support around $100, now broken. If it gets back above $100, buy it. Otherwise, it's just a rebound candidate.
TOP PICK
He's playing defense, expecting more volatility. It's really a holding company with businesses in real estate (Choice Properties REIT), the bakery and Loblaw. Very stable. This is a cheap way to play Loblaw, which has had a good run lately. Loblaw shareholders received shares of Weston and have been selling them. This has opened a 13% discount to its fair value. Price momentum is its only knock, but he sees a catch-up trade here. (Analysts’ price target is $110.59)
COMMENT

They just bought Choice Properties reit from Loblaw in a complicated deal. This creates a lot of cash flow that will likely go towards M&A. He suspects WN will invest in healthcare to synergize with the supermarkets. The bakeries, though, make up only 6% of the business and he's not thrilled by them.

HOLD

This is basically owned by the Weston family, who has a long time horizon. In the longer term the stock will do okay. It is a well operated company, but does not have the growth profile they look for to invest in.

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