George Weston Ltd
WN: XTSE (CAN)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
CAD 993.00 | Ydmmq | Chmhylwwn |
Loblaw, Metro, and George Weston: Canadian Grocers Lack a Moat Amid Intense Price Competition
We believe Canadian grocers Loblaw, Metro, and Loblaw’s parent George Weston, have failed to build a durable competitive edge, given the commoditized nature of food retail where low prices remain the key point of differentiation. We’ve tweaked our valuations but see value in George Weston’s shares.