Will Kaludich
CFO
Replay available
Premium Brands Holdings Corporation (PBH) Q2 2025 Earnings Call
Premium Brands Holdings Corporation (TSX: PBH) Q2 2025 earnings conference call, held 2025-08-06. Replay captured from the company's public earnings webcast.
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WEBVTT 00:00:01.752 -- 00:00:07.257 Welcome, everyone, to our 2025 second quarter conference call. 00:00:07.257 -- 00:00:12.502 Thank you for joining us today. With me here is our CFO, Will Kaludich. 00:00:12.502 -- 00:00:17.627 Our presentation will follow the deck that was posted on our website this morning. 00:00:17.627 -- 00:00:21.491 We're now on slide three, which outlines key highlights for the quarter. 00:00:21.491 -- 00:00:26.116 Overall, our results for the second quarter were on plan, as are premium protein and 00:00:26.116 -- 00:00:28.837 artisan baked goods strategies in the U.S. 00:00:28.837 -- 00:00:33.502 continues to generate very strong organic growth rates, and our Canadian business has 00:00:33.502 -- 00:00:38.607 benefited from strong demand for protein products in both the retail and food service 00:00:38.607 -- 00:00:40.128 channels. 00:00:40.128 -- 00:00:43.652 While the consumer backdrops in both Canada and the U.S. 00:00:43.652 -- 00:00:48.657 have their challenges, we continue to generate solid organic growth as a result 00:00:48.657 -- 00:00:54.423 of the three main macro trends we have been investing in over the past 20 years, namely 00:00:54.423 -- 00:00:59.065 value-added protein, premiumization, and convenience. 00:00:59.228 -- 00:01:04.092 consumer preferences in North America and even globally are shifting rapidly, with demand 00:01:04.092 -- 00:01:09.316 for premium protein grown substantially, while many ultra-processed foods are being scrutinized, 00:01:09.316 -- 00:01:13.740 questioned, or even avoided by consumers like never before. 00:01:13.740 -- 00:01:19.045 At the same time, busy lifestyles are driving demand for healthy, nutrient-rich, minimally 00:01:19.045 -- 00:01:22.648 processed, ready-to-eat, and ready-to-cook snacks ...