Canada's North West Company Q4 sales edge up

North West

08/04/2026 17:13

Overview

Canada food and everyday goods retailer's fiscal Q4 sales rose 0.1% yr/yr

Adjusted EBITDA for fiscal Q4 increased 1.3% yr/yr

Net earnings and EPS for fiscal Q4 declined yr/yr

Outlook

North West says it remains focused on Next 100 initiatives amid uncertain economic conditions

Result Drivers

CANADIAN SALES PRESSURE - Co said lower sales in Canadian Operations were due to reduced funding from First Nations Child and Family Services programs and lower settlement payments, partially offset by some positive impact from other settlement payments

INTERNATIONAL GROWTH - International Operations same store sales rose 5.6% due to improved economic conditions in tourism-dependent markets and market share gains in Alaska

GROSS PROFIT RATE DECLINE - Gross profit fell due to a lower gross profit rate, mainly from changes in sales blend, higher markdowns, inventory shrink, and maintenance costs

Company press release: ID:nGNX4dpMD8

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
C$675.5 mln
C$654.85 mln (2 Analysts)
Q4 EPS
C$0.78
Q4 Net Income
C$39.5 mln
Q4 Basic EPS
C$0.79
Q4 EBIT
C$57.8 mln
Q4 EBITDA
C$88.5 mln
Q4 Gross Profit
C$230 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the food retail & distribution peer group is "buy"

Wall Street's median 12-month price target for North West Company Inc is C$58.50, about 12% above its April 7 closing price of C$52.22

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 13 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)