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Consumer Retailing Canadian Community
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Consumer Retailing Canadian Investing Ideas
CareRx
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
North Burnaby Fulfillment Center And European Automation Will Improve Operations
Key Takeaways Debt restructuring and cost-saving measures likely increase net margins and improve earnings by reducing interest expenses and operational costs. New fulfillment center and bed count growth signal potential revenue expansion via enhanced capacity and service delivery.
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CA$3.71
FV
21.3% undervalued
intrinsic discount
4.08%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
2
users have followed this narrative
7 days ago
author updated this narrative
Colabor Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Independent Restaurant Gains And Quebec Expansion Will Drive Success
Key Takeaways Gains in market share and a shift to premium, private label products are strengthening distribution revenues and improving margins. Expansion into Western Quebec and operational efficiencies position Colabor for further growth and improved profitability.
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CA$1.95
FV
50.3% undervalued
intrinsic discount
19.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
Alimentation Couche-Tard
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Potential 7-Eleven Acquisition Will Strengthen Global Brand Presence
Key Takeaways The acquisition of Seven & i Holdings and TotalEnergies' assets in Europe is set to boost global growth and reduce expenses. Strategic investments in food programs, new stores, and EV infrastructure are likely to drive revenue growth and improve profit margins.
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CA$82.63
FV
7.0% undervalued
intrinsic discount
0.69%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
88
users have followed this narrative
7 days ago
author updated this narrative
Metro
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expanding E-Commerce And Local Products Will Shape Future Success
Key Takeaways Growth in online and local product sales could enhance future revenue, driven by e-commerce expansion and consumer preference for Canadian products. Investments in supply chain efficiency and pharmacy growth may boost net margins and earnings, while share repurchases enhance EPS and stock price support.
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CA$102.58
FV
1.3% overvalued
intrinsic discount
3.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
7 days ago
author updated this narrative
Loblaw Companies
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
T&T Enters US Market As $10 Billion Reinvestment Expands Canadian Retail
Key Takeaways Loblaw's investment in new stores, clinics, and a U.S. market expansion could drive significant revenue growth and geographic diversification. Strategic improvements in supply chain efficiency and digital engagement are expected to boost margins and enhance customer experience through cost savings and extended market reach.
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CA$205.73
FV
5.8% overvalued
intrinsic discount
3.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
7 days ago
author updated this narrative
Goodfood Market
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Heat And Eat Launch Will Revitalize Consumer Retail
Key Takeaways Goodfood's new product line and digital enhancements are driving revenue growth and increased customer spending. Strategic acquisitions, ethical certifications, and strong cash management bolster financial stability and brand loyalty.
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CA$0.15
FV
36.7% overvalued
intrinsic discount
-9.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 months ago
author updated this narrative
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