TD Cowen Analyst Provides Investment Outlook on Consumer Businesses
1 report, 1 independent
Updated Oct 23
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What happened
TD Cowen released an investment outlook on consumer businesses, including Boyd Group Services, Premium Brands, and Primo Brands. Derek Lessard, an analyst at TD Cowen, stated that margin improvements, acquisition synergies, and operating leverage are key earnings drivers for Boyd Group Services. The analyst also noted that a shift toward healthier hydration is supporting growth in bottled water sales volumes and prices.
From bnnbloomberg.ca
Why it matters
The outlook suggests potential recovery in consumer product sectors, with analysts pointing to strong underlying demand despite sales volatility at some companies. For Premium Brands, a potential distribution business sale could help reduce debt.
From bnnbloomberg.ca
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