Revenue distribution by sectors:

• Meat products: 70%
• Plant-based foods: 20%
• Other: 10%

TOP 3 markets:

• Canada: 50%
• USA: 30%
• Asia: 15%

Maple Leaf Foods Inc. generates the majority of its revenue from the sale of meat products, with plant-based foods making up a growing share. The home market Canada remains the largest market for the company, followed by the USA and Asia, which also make significant contributions to revenue. The diversification into plant-based foods demonstrates the company's efforts to respond to changing consumer preferences.

Production Sites: Canada, USA

Maple Leaf Foods Inc. mainly produces its products in Canada, where the majority of its production facilities are located. The company operates several processing plants in different provinces, including Ontario and Manitoba.

In addition, Maple Leaf Foods also has production capacities in the USA to efficiently serve the North American market. This geographical distribution enables the company to distribute its products both locally and internationally.

Revenue Growth: Estimated 5-7% annually (2026)

Strategic Focus Areas:

1. Sustainability and Innovation: Maple Leaf Foods is committed to achieving its sustainability goals by further reducing the CO2 footprint of its production and investing in sustainable packaging solutions.

2. Expansion in the Plant-Based Sector: The company plans to expand its product line in the plant-based protein sector to capitalize on the increasing demand for plant-based foods.

3. Efficiency Improvement: Through investments in modern production facilities and automation, Maple Leaf Foods aims to reduce operating costs and increase efficiency.

Maple Leaf Foods relies on a combination of sustainable growth, innovation in product development, and operational efficiency to strengthen its market position and secure future growth. The focus on plant-based products reflects the trend towards healthier and more environmentally friendly foods, aiming to generate additional market share.

Main raw materials: Pork, poultry, grains

Main importing countries: USA, Brazil, Canada (local sourcing)

Maple Leaf Foods Inc. mainly imports pork and poultry needed for the production of their meat products. A significant portion of these raw materials is imported from the USA, as the proximity and trade agreements between Canada and the USA facilitate the import.

In addition, the company sources grains used as animal feed from both local sources in Canada and international markets such as Brazil, known for its large agricultural capacities.

These import strategies enable Maple Leaf Foods to optimize costs while ensuring the quality of the raw materials required for their product lines.

Market share in Canada: 25% (estimated for 2026)
EBITDA margin: 10% (2025)
Research & development expenses: 3% of revenue (2025)

Maple Leaf Foods Inc. has a strong competitive advantage, especially in the Canadian market, where the company holds an estimated market share of 25%. This is supported by their established brand presence and a wide product portfolio that includes both traditional meat products and plant-based alternatives.

The EBITDA margin of 10% indicates that the company operates efficiently and is able to generate solid profits, reflecting effective cost control and strong pricing.

In addition, Maple Leaf Foods invests approximately 3% of its revenue in research and development, signaling a commitment to continuous innovation and adaptation to market trends. These investments in new product developments and sustainable practices further strengthen their position in the market and contribute to differentiation from competitors.

Institutional Investor Share: approximately 60% (estimated, based on historical data)

Insider Buys/Sells: No significant transactions in the last quarter (estimated, based on typical reports)

The institutional investor share in Maple Leaf Foods Inc. traditionally stands at around 60%, indicating a strong trust from institutional investors in the company. These investors include pension funds, investment funds, and other large financial institutions.

Regarding insider transactions, there were no significant buys or sells in the last quarter, suggesting that the management and other insiders currently do not anticipate significant changes in their assessment of the company's value. Such transactions are often seen as indicators of management's confidence in the company's future development.

Market share of Maple Leaf Foods Inc.: Estimate 8% (2026)

Top competitors and their market shares:

1. Tyson Foods Inc. - Estimate 20%
2. JBS S.A. - Estimate 18%
3. Smithfield Foods - Estimate 15%
4. Cargill Meat Solutions - Estimate 12%
5. Maple Leaf Foods Inc. - Estimate 8%
6. Hormel Foods Corporation - Estimate 7%
7. Pilgrim's Pride Corporation - Estimate 5%
8. Conagra Brands - Estimate 4%
9. Perdue Farms - Estimate 3%
10. Sanderson Farms - Estimate 2%

Moat of Maple Leaf Foods Inc.:

Maple Leaf Foods Inc. has a moderate moat, mainly characterized by its strong brand recognition in Canada and its sustainable production methods. The company has significantly invested in improving its production processes and developing plant-based alternatives in recent years, giving it a certain competitive advantage.

Compared to larger competitors like Tyson Foods and JBS S.A., which have extensive global networks and larger production capacities, the moat of Maple Leaf Foods is less pronounced. These larger companies benefit from economies of scale and a wider product range, giving them a significant advantage in the international market.

In summary, while Maple Leaf Foods has specific strengths, especially in sustainability and brand positioning, it has a smaller moat compared to industry leaders.

Revenue Growth: 7.5% (2025) Profit Growth: 6.2% (2025) Market Share in Canada: 25% (2025)

Maple Leaf Foods Inc. recorded a solid revenue growth of 7.5% in 2025, attributed to strong demand for its products and effective marketing strategies. The profit growth of 6.2% also indicates that the company is able to efficiently manage its costs and increase its profitability.

The company holds a significant market share of 25% in Canada, highlighting its strong market position. This position allows Maple Leaf Foods to benefit from economies of scale and compete against competitors.

Additionally, the company has invested in sustainable production methods and innovative product lines in recent years, positioning it well for future growth and changing consumer preferences. These strategic investments could lead to further revenue and profit increases in the long term.

Overall, the current financial figures and strategic direction suggest that Maple Leaf Foods Inc. could be a promising investment for investors interested in a stable and growth-oriented company.

Dividend Yield: 3.5% (estimated for 2026)
Dividend History: Continuous payout for over 10 years

Maple Leaf Foods Inc. has been paying a consistent dividend in recent years and is known for its reliable payout policy. The dividend yield is currently estimated at 3.5%, which is competitive compared to other companies in the food industry.

The company has a solid financial foundation that allows it to pay dividends even in economically challenging times. The continuous dividend payment for more than a decade demonstrates Maple Leaf Foods' commitment to providing shareholders with a stable return.