Q3 2025 Premium Brands Holdings Corp Earnings Call Transcript

Nov 10, 2025 / 06:30 PM GMT

Release Date Price: $64 (-2.82%)

Transcript

Key Points

Positve

Premium Brands Holdings Corp (PRBZF) is experiencing strong organic volume growth, particularly in the US, with a 10% increase in Q3 and expectations for further acceleration in Q4.
The company is launching its largest product launch in history, which is expected to significantly contribute to growth and is already exceeding expectations.
Premium Brands Holdings Corp (PRBZF) is actively working on monetizing some assets, which could potentially be used for debt reduction.
The company has a robust sales pipeline, having successfully launched $250 million worth of products this quarter, with continued growth expected.
Premium Brands Holdings Corp (PRBZF) is leveraging new capacity and technology to meet growing demand, particularly in the protein and sandwich groups, which are expected to drive future growth.

Negative

The company is facing margin pressures due to high beef costs and plant overheads, which have impacted the quarter's margins.
There are inefficiencies and throughput yield issues associated with ramping up new facilities, leading to restructuring charges.
The jerky category is struggling due to high beef prices and competitive pressures, impacting overall sales growth.
The company is experiencing headwinds from beef price inflation, which is expected to continue into Q4, affecting margins.
Premium Brands Holdings Corp (PRBZF) has seen an increase in leverage due to FX movements and elevated inventory levels related to large program launches.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PBH.TO - Premium Brands Holdings Corp
Q3 2025 Premium Brands Holdings Corp Earnings Call
Nov 10, 2025 / 06:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome everyone to our 2025 3rd quarter conference call. With me here today is our CFO Will Kaludi.

Hopefully, you've had a chance to listen to our pre-recorded remarks posted on our website this morning. We will now take your questions. Ludi.

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Unidentified_2 [2]
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Thank you. And ladies and gentlemen, we will now begin the question-and-answer session. To ask a question, you may press a store, followed by the number 1 on your telephone keypad. If you are using a speakerphone, please pick up your handset before

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