Q2 2026 Premium Brands Holdings Corp Earnings Call (Pre-recorded) Transcript

Aug 6, 2026 / 10:30 AM GMT

Release Date Price: €57.5

Transcript

Key Points

Positve

Record Q2 sales of $2.4 billion, up 26.3% year-over-year, driven by acquisitions and organic growth.
Specialty Foods' U.S. core growth initiatives delivered 10.7% organic volume growth, with protein group up 25%.
Adjusted EBITDA increased 29.5% to $225 million, with adjusted EPS up 17.7%.
Generated $68 million in net free cash flow in Q2, a major inflection point after four years of negative net free cash flow.
Debt-to-EBITDA ratio improved to 3.8x from 4.3x at end of 2025, within short-term targets.
Start-up and restructuring costs have dropped dramatically as new capacity projects achieve base operating parameters.
Company remains on track to meet or exceed five-year plan of $10 billion sales and $1 billion EBITDA by 2027.

Negative

Revised revenue guidance downward due to delays in new product launches and customer promotions pushed to early 2027.
Exiting certain unprofitable sales in conjunction with the shutdown of a value-added beef processing facility in Ontario, incurring a $53.1 million loss.
Weakening consumer demand in certain segments of the food service channel.
Higher operating overheads associated with new production capacity brought online by protein and culinary custom solution groups.
Culinary Custom Solutions Group volumes contracted due to a large limited-time sandwich promotion ending and replacement promotions not scheduled until early next year.
Adjusted EPS growth of 17.7% lagged adjusted EBITDA growth of 29.5% due to higher depreciation, lease, and interest costs.

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

PBH.TO - Premium Brands Holdings Corp
Q2 2026 Premium Brands Holdings Corp Earnings Call (Pre-recorded)
Aug 06, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome, everyone, to our 2026 second quarter conference call.

With me here today is our CFO, Will Kaludic.

Our presentation will follow the deck that was posted on our website this morning.

You can also access it by clicking on the link included in this morning's press release.

Our second quarter results represent a key inflection point for our company as we demonstrated meaningful progress on a number of financial and strategic objectives while executing well on our various growth and operational initiatives.

This progress is validating the potential value to be created from our most recent capital spending cycle, which began in 2022 and involves a

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