George Weston Ltd

WN: XTSE (CAN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	CAD 169.00	Ltjz	Fpbspjwlc

George Weston Earnings: Loblaw’s Private Label and Drug Strength Boost Performance Despite Inflation

Dan Wasiolek , Ari Felhandler

May 9, 2023

No-moat George Weston’s first-quarter marks trickled in with few surprises, given 99% of its revenue is derived from no-moat Loblaw (reported May 3). We don’t plan a material change to Weston’s CAD 174 fair value estimate and view shares as appropriately valued.

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