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
COMMENT
Stock came off when after issuing a huge dividend. Under performed a further $2-$3 since. Owns 71% of Loblaws (L-T) and if you take this out you have the value of the bread and bakery business along with their cash. Not a great growth company.
WEAK BUY
Just paid out a special dividend. You have to pay more tax on these dividends, which take the stock price down. Weston is a great baker in a very competitive business. Transportation costs have been rising recently. Great balance sheet. You probably can’t get hurt a lot. It’s not an exciting story. Would be a solid investment in the low $60s
COMMENT
Stable and well managed. Has had some very good runs in the last year. Doesn’t want to be in this sector right now.
COMMENT
Food price inflation is coming through but that’s not much of a headwind for Loblaws (L-T) as they have to be able to pass through price increases to the customers. Non-Loblaws related food business has some growth but it’s slowed down and can’t see the multiple going up. 5% growth and low risk investment, so if you’re comfortable with that, it is fine. Good dividend.
DON'T BUY
Just paid out a $7 dividend and is why the stock is down. Nothing fundamentally wrong with the company. Is trading at about net asset value right now. He prefers Empire (Sobeys).
BUY
Just paid out $7.75 as a special dividend. About 70% is tied to Loblaws (L-T), which has had a significant turn around. Going forward it will need 1) continued success of Loblaws, 2) ability to expand bakery operations. Will take time to get back to where it was. Very good balance sheet.
BUY
Special dividends are priced in. Has had a good turn-around. Food inflation is a concern in the business and they can’t pass it on to consumers. Long term buy
BUY
A holding company of which a significant chunk is Loblaws (L-T) so would look at Loblaws instead. If you like Loblaws, you could Buy this one.
BUY
Trading at a high multiple because they are sitting on a lot of cash and may pay out a large dividend.
COMMENT
Made up of Westin Bakeries in NA and Loblaws (L-T). Sold some bakeries and partially used the cash as a special dividend for Jan/11. Stock really moves up and down with Loblaws, which has been flat lately. Starting to see some food inflation, which will be good for Loblaws. Prefers Loblaws.
TOP PICK
The big fear of Wal-Mart coming has now gone. Weston has their supply chain in a position where they can compete. They can grow their earnings in 2011 even if the economy is weak.
PAST TOP PICK
(A Top Pick Sept 1/09. Up 38%.) Sold his holdings at around $70. Wouldn't buy at these levels but $70-$75 would be attractive.
HOLD
Preferred D series. Redeemable starting in October. Pretty sure this won't get called. One of their perpetuals. Probably trades below its call price of $26. Good holding.
PAST TOP PICK
(A Top Pick Aug 19/09. Up 41.4%.) His way of being invested in Loblaws (L-T). Discount to NAV is now gone so he sold at about $72-$73 (25%) and moved into the preferred shares.
PAST TOP PICK
(A Top Pick Sept 1/09. Up 47%.) Sold his holdings at about $74. Fairly valued at these levels.
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