Transcontinental's Post-Packaging Future Hinges on Growth From Core Segments -- Market Talk

Dow Jones03-24 19:16

1116 GMT - Transcontinental's remaining businesses will be what drives its success, if it returns sustained positive results, RBC's Drew McReynolds says in a report. With Packaging now divested and C$20-a-share returned to investors, the strategic spotlight shifts to retail services and printing, and media/educational publishing. The analyst says focus will now be on the extent to which the remaining asset mix can return to sustained positive revenue and EBITDA growth. This "remains the primary potential re-rating catalyst for the stock." He sees FY2027 as a realistic point for growth to turn upward, supported by further in-store marketing tuck-ins, the full benefit of post-packaging cost cuts, and benefits from smaller growth areas such as media and book printing. (adriano.marchese@wsj.com)

 

(END) Dow Jones Newswires

March 24, 2026 07:16 ET (11:16 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment