Announcement • Apr 14
The North West Company Inc., Annual General Meeting, Jun 10, 2026 The North West Company Inc., Annual General Meeting, Jun 10, 2026. Announcement • Dec 10
The North West Company Inc. Announces a Quarterly Dividend, Payable on January 15, 2026 The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.41 to shareholders of record on December 31, 2025, to be paid on January 15, 2026. Announcement • Dec 03
The North West Company Inc. to Report Q3, 2026 Results on Dec 09, 2025 The North West Company Inc. announced that they will report Q3, 2026 results After-Market on Dec 09, 2025 Announcement • Sep 09
the North West Company Inc. Declares Quarterly Dividend, Payable on October 15, 2025 The North West Company Inc. announced that the Board of Directors declared a quarterly dividend of $0.41, an increase of $0.01 or 2.5% per share, to shareholders of record on September 29, 2025, to be paid on October 15, 2025. Announcement • Aug 30
The North West Company Inc. to Report Q2, 2026 Results on Sep 08, 2025 The North West Company Inc. announced that they will report Q2, 2026 results After-Market on Sep 08, 2025 Announcement • Aug 01
The North West Company Inc. Appoints Gregg Saretsky as A Director of North West, Effective August 1, 2025 The North West Company Inc. announced the appointment of Gregg Saretsky as a director of North West, effective August 1, 2025. Gregg Saretsky is a seasoned corporate director with deep experience in the global aviation industry. He currently serves on the board of directors of InterGlobe Aviation Limited, India's largest airline, and on the board of directors of Southwest Airlines. From 2010 to 2018, Mr. Saretsky served as President and Chief Executive Officer of WestJet Airlines Ltd., and he previously held senior-level commercial and operational roles at Alaska Air Group Inc. and, prior to its acquisition by Air Canada, Canadian Airlines International Ltd. Mr. Saretsky earned a B.Sc. and an M.B.A. from the University of British Columbia. Announcement • Jun 11
The North West Company Inc. Declares Quarterly Dividend, Payable on July 15, 2025 The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.40 to shareholders of record on June 27, 2025, to be paid on July 15, 2025. Announcement • Apr 15
The North West Company Inc., Annual General Meeting, Jun 11, 2025 The North West Company Inc., Annual General Meeting, Jun 11, 2025. Announcement • Dec 10
The North West Company Inc. Declares Quarterly Dividend, Payable on January 15, 2025 The North West Company Inc. has declared a quarterly dividend of $0.40 per share to shareholders of record on December 31, 2024, to be paid on January 15, 2025. Announcement • Nov 26
The North West Company Inc. to Report Q3, 2025 Results on Dec 09, 2024 The North West Company Inc. announced that they will report Q3, 2025 results After-Market on Dec 09, 2024 Upcoming Dividend • Sep 23
Upcoming dividend of CA$0.40 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%). Declared Dividend • Sep 09
Second quarter dividend of CA$0.40 announced Shareholders will receive a dividend of CA$0.40. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Sep 06
Second quarter 2025 earnings released: EPS: CA$0.74 (vs CA$0.77 in 2Q 2024) Second quarter 2025 results: EPS: CA$0.74 (down from CA$0.77 in 2Q 2024). Revenue: CA$646.5m (up 4.6% from 2Q 2024). Net income: CA$35.3m (down 4.0% from 2Q 2024). Profit margin: 5.5% (down from 6.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Announcement • Sep 05
The North West Company Inc. Announces Increase in the Quarterly Dividend, Payable on October 15, 2024 The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.40, an increase of $0.01 or 2.6% per share, to shareholders of record on September 30, 2024, to be paid on October 15, 2024. Announcement • Aug 27
The North West Company Inc. to Report Q2, 2025 Results on Sep 04, 2024 The North West Company Inc. announced that they will report Q2, 2025 results After-Market on Sep 04, 2024 Declared Dividend • Jun 09
First quarter dividend of CA$0.39 announced Shareholders will receive a dividend of CA$0.39. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 4.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 06
First quarter 2025 earnings released First quarter 2025 results: Revenue: CA$617.5m (up 4.0% from 1Q 2024). Net income: CA$25.5m (up 22% from 1Q 2024). Profit margin: 4.1% (up from 3.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe. Announcement • Jun 06
The North West Company Inc. Announces Quarterly Dividend, Payable on July 15, 2024 The North West Company Inc. has declared a quarterly dividend of $0.39 to shareholders of record on June 28, 2024, to be paid on July 15, 2024. Declared Dividend • Apr 14
Fourth quarter dividend of CA$0.39 announced Shareholders will receive a dividend of CA$0.39. Ex-date: 17th April 2024 Payment date: 29th April 2024 Dividend yield will be 4.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (83% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 8.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 11
Full year 2024 earnings released: EPS: CA$2.71 (vs CA$2.55 in FY 2023) Full year 2024 results: EPS: CA$2.71 (up from CA$2.55 in FY 2023). Revenue: CA$2.47b (up 5.1% from FY 2023). Net income: CA$129.4m (up 5.9% from FY 2023). Profit margin: 5.2% (in line with FY 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Announcement • Apr 10
The North West Company Inc. Declares Quarterly Dividend, Payable on April 29, 2024 The North West Company Inc. announced that the Board of Directors has declared a dividend of $0.39 per share to be paid on April 29, 2024 to shareholders of record on April 18, 2024. Announcement • Apr 06
The North West Company Inc., Annual General Meeting, Jun 05, 2024 The North West Company Inc., Annual General Meeting, Jun 05, 2024. Announcement • Mar 23
The North West Company Inc. to Report Q4, 2024 Results on Apr 10, 2024 The North West Company Inc. announced that they will report Q4, 2024 results on Apr 10, 2024 Announcement • Feb 14
Frank Coleman to Retire as Director of The North West Company Inc. in June 2024 The North West Company Inc. announced the resignation of Frank Coleman as Director of the company. Mr. Coleman has been a Director of North West since 1999 and was scheduled to retire in June 2024 in connection with the Company’s Board of Directors mandatory retirement policy. Mr. Coleman, who is the President and CEO of the Coleman Group of Companies, cited personal reasons not related to North West, including directing more of his time to his business interests and other commitments, for his resignation at this time. Board Change • Feb 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. Independent Director Rachel Huckle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Dec 21
Upcoming dividend of CA$0.39 per share at 4.0% yield Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 15 January 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (4.3%). Reported Earnings • Dec 08
Third quarter 2024 earnings released: EPS: CA$0.78 (vs CA$0.62 in 3Q 2023) Third quarter 2024 results: EPS: CA$0.78 (up from CA$0.62 in 3Q 2023). Revenue: CA$616.9m (up 5.1% from 3Q 2023). Net income: CA$37.2m (up 26% from 3Q 2023). Profit margin: 6.0% (up from 5.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Europe. Announcement • Dec 07
The North West Company Inc. Declares Quarterly Dividend, Payable on January 15, 2024 The North West Company Inc. announced that the board of directors has declared a quarterly dividend of $0.39 to shareholders of record on December 29, 2023, to be paid on January 15, 2024. Upcoming Dividend • Sep 21
Upcoming dividend of CA$0.39 per share at 4.3% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 60% and the cash payout ratio is 80%. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (4.3%). Valuation Update With 7 Day Price Move • Sep 19
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €24.20, the stock trades at a trailing P/E ratio of 14.1x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total returns to shareholders of 3.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €43.87 per share. Reported Earnings • Sep 14
Second quarter 2024 earnings released: EPS: CA$769 (vs CA$0.66 in 2Q 2023) Second quarter 2024 results: EPS: CA$769 (up from CA$0.66 in 2Q 2023). Revenue: CA$618.1m (up 6.8% from 2Q 2023). Net income: CA$36.8m (up 17% from 2Q 2023). Profit margin: 6.0% (up from 5.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in Europe. Announcement • Sep 13
The North West Company Inc. Declares Quarterly Dividend, Payable on October 13, 2023 The North West Company Inc. announced that the Board of Directors has declared a quarterly dividend of $0.39, an increase of $0.01 or 2.6% per share, to shareholders of record on September 29, 2023, to be paid on October 13, 2023. Buying Opportunity • Jul 04
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be €27.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.9%. Upcoming Dividend • Jun 22
Upcoming dividend of CA$0.38 per share at 4.8% yield Eligible shareholders must have bought the stock before 29 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 62% and the cash payout ratio is 96%. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (4.4%). New Risk • Jun 09
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Dividend is not well covered by cash flows (97% cash payout ratio). Shareholders have been diluted in the past year (2.7% increase in shares outstanding). Announcement • Jun 09
The North West Company Inc. (TSX:NWC) acquired Nickel City Motors. The North West Company Inc. (TSX:NWC) acquired Nickel City Motors on April 17, 2023.
The North West Company Inc. (TSX:NWC) completed the acquisition of Nickel City Motors on April 17, 2023. Buying Opportunity • Jun 08
Now 28% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be €33.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.9%. Announcement • Jun 08
The North West Company Inc. Declares Quarterly Dividend, Payable on July 14, 2023 The Board of Directors of The North West Company Inc. declared a quarterly dividend of $0.38 per share to shareholders of record on June 30, 2023, to be paid on July 14, 2023. Recent Insider Transactions • Apr 24
Independent Director recently sold €131k worth of stock On the 18th of April, Annalisa King sold around 5k shares on-market at roughly €26.44 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €55k more than they sold in the last 12 months. Reported Earnings • Apr 06
Full year 2023 earnings released: EPS: CA$2.55 (vs CA$3.21 in FY 2022) Full year 2023 results: EPS: CA$2.55 (down from CA$3.21 in FY 2022). Revenue: CA$2.35b (up 4.6% from FY 2022). Net income: CA$122.2m (down 21% from FY 2022). Profit margin: 5.2% (down from 6.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Upcoming Dividend • Dec 22
Upcoming dividend of CA$0.38 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 January 2023. Payout ratio is a comfortable 58% and the cash payout ratio is 91%. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.8%). Reported Earnings • Dec 09
Third quarter 2023 earnings released: EPS: CA$0.62 (vs CA$0.80 in 3Q 2022) Third quarter 2023 results: EPS: CA$0.62 (down from CA$0.80 in 3Q 2022). Revenue: CA$586.7m (up 6.0% from 3Q 2022). Net income: CA$29.5m (down 24% from 3Q 2022). Profit margin: 5.0% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe. Buying Opportunity • Dec 07
Now 24% undervalued after recent price drop Over the last 90 days, the stock is down 3.9%. The fair value is estimated to be €32.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 22%. Upcoming Dividend • Sep 21
Upcoming dividend of CA$0.38 per share Eligible shareholders must have bought the stock before 28 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 54% and the cash payout ratio is 93%. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (4.7%). Reported Earnings • Sep 09
Second quarter 2023 earnings released: EPS: CA$0.66 (vs CA$0.86 in 2Q 2022) Second quarter 2023 results: EPS: CA$0.66 (down from CA$0.86 in 2Q 2022). Revenue: CA$578.9m (up 2.4% from 2Q 2022). Net income: CA$31.4m (down 25% from 2Q 2022). Profit margin: 5.4% (down from 7.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Consumer Retailing industry in Europe. Upcoming Dividend • Jun 22
Upcoming dividend of CA$0.37 per share Eligible shareholders must have bought the stock before 29 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (4.8%). Reported Earnings • Jun 10
First quarter 2023 earnings released: EPS: CA$0.57 (vs CA$0.82 in 1Q 2022) First quarter 2023 results: EPS: CA$0.57 (down from CA$0.82 in 1Q 2022). Revenue: CA$552.0m (flat on 1Q 2022). Net income: CA$27.4m (down 31% from 1Q 2022). Profit margin: 5.0% (down from 7.2% in 1Q 2022). Over the next year, revenue is forecast to grow 1.6%, compared to a 7.3% growth forecast for the industry in Germany. Recent Insider Transactions • May 01
President of Alaska Commercial Company recently bought €85k worth of stock On the 29th of April, Kyle Hill bought around 3k shares on-market at roughly €26.67 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €85k more in shares than they have sold in the last 12 months. Buying Opportunity • Apr 20
Now 20% undervalued Over the last 90 days, the stock is up 11%. The fair value is estimated to be €33.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 26%. Reported Earnings • Apr 16
Full year 2022 earnings released: EPS: CA$3.21 (vs CA$2.87 in FY 2021) Full year 2022 results: EPS: CA$3.21 (up from CA$2.87 in FY 2021). Revenue: CA$2.25b (down 4.7% from FY 2021). Net income: CA$154.8m (up 11% from FY 2021). Profit margin: 6.9% (up from 5.9% in FY 2021). The increase in margin was driven by lower expenses. Like-for-like sales growth: Down 0.4% vs FY 2021 Over the next year, revenue is forecast to stay flat compared to a 7.8% growth forecast for the retail industry in Germany. Upcoming Dividend • Dec 23
Upcoming dividend of CA$0.37 per share Eligible shareholders must have bought the stock before 30 December 2021. Payment date: 14 January 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (3.6%). Reported Earnings • Dec 09
Third quarter 2022 earnings: Revenues exceed analyst expectations Third quarter 2022 results: Revenue: CA$553.7m (flat on 3Q 2021). Net income: CA$38.7m (up 12% from 3Q 2021). Profit margin: 7.0% (up from 6.3% in 3Q 2021). Revenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to stay flat compared to a 7.8% growth forecast for the industry in Germany. Upcoming Dividend • Sep 21
Upcoming dividend of CA$0.37 per share Eligible shareholders must have bought the stock before 28 September 2021. Payment date: 15 October 2021. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.8%). Reported Earnings • Sep 09
Second quarter 2022 earnings released The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: CA$565.1m (down 13% from 2Q 2021). Net income: CA$41.9m (down 32% from 2Q 2021). Profit margin: 7.4% (down from 9.5% in 2Q 2021). The decrease in margin was driven by lower revenue. Upcoming Dividend • Jun 22
Upcoming dividend of CA$0.36 per share Eligible shareholders must have bought the stock before 29 June 2021. Payment date: 15 July 2021. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.1%). In line with average of industry peers (3.9%). Executive Departure • Jun 15
Independent Director Wendy Evans has left the company On the 9th of June, Wendy Evans' tenure as Independent Director ended. As of March 2021, Wendy still personally held 7.63k shares (€186k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.75 years. Executive Departure • Jun 15
Independent Director Eric Stefanson has left the company On the 9th of June, Eric Stefanson's tenure as Independent Director ended after 9.4 years in the role. As of March 2021, Eric still personally held 3.23k shares (€79k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.75 years. Reported Earnings • Jun 11
First quarter 2022 earnings released The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: CA$551.0m (down 7.0% from 1Q 2021). Net income: CA$39.7m (up 252% from 1Q 2021). Profit margin: 7.2% (up from 1.9% in 1Q 2021). The increase in margin was driven by lower expenses. Recent Insider Transactions • Apr 21
President recently sold €3.3m worth of stock On the 13th of April, Edward Kennedy sold around 133k shares on-market at roughly €24.50 per share. This was the largest sale by an insider in the last 3 months. This was Edward's only on-market trade for the last 12 months. Reported Earnings • Apr 09
Full year 2021 earnings released The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: CA$2.36b (up 13% from FY 2020). Net income: CA$139.9m (up 69% from FY 2020). Profit margin: 5.9% (up from 3.9% in FY 2020). Like-for-like sales growth: 19.0% vs FY 2020 
