Biens de consommation de base
Les biens de consommation de base — épiciers, dépanneurs et transformateurs alimentaires — offrent une demande défensive et des avantages d'échelle face à des marges minces. On pèse le rendement du flux de trésorerie disponible, la durabilité des ventes comparables et la croissance du dividende.
Analyses dans Biens de consommation de base
Premium Brands Holdings
A serial acquirer of specialty food manufacturing and premium food distribution businesses across North America.
Maple Leaf Foods
Canada's leading prepared-meats and packaged-protein producer, owner of the Maple Leaf and Schneiders brands.
Lassonde Industries
A leading North American producer of fruit and vegetable juices, drinks and specialty food products.
North West Company
A retailer of food and everyday essentials to remote and underserved communities in northern Canada, rural Alaska, the Caribbean and the South Pacific.
Jamieson Wellness
Canada's leading branded vitamins, minerals and supplements company, expanding internationally from a century-old brand.
Alimentation Couche-Tard
A globe-spanning convenience-store and fuel retailer (Circle K) that compounds through disciplined M&A and heavy free-cash-flow generation.
Loblaw Companies
Canada's largest food-and-pharmacy retailer, pairing dominant grocery scale with the Shoppers Drug Mart network and the PC Optimum loyalty ecosystem.
Metro Inc.
A disciplined Quebec-and-Ontario food-and-pharmacy operator with a long dividend-growth record and steady free-cash-flow conversion.
Saputo Inc.
A top-10 global dairy processor mid-turnaround, swinging back to profit and generating sharply higher free cash flow after a weak prior year.
George Weston Limited
A Weston-family holding company whose value is essentially its controlling stakes in Loblaw and Choice Properties REIT — a levered, NAV-driven way to own Canadian grocery and grocery-anchored real estate.
Empire Company (Sobeys)
Canada's #2 grocer (Sobeys, IGA, FreshCo, Farm Boy, Longo's) throwing off ~C$1.2B of free cash flow even as a one-time charge masked GAAP earnings.