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Posted by
Two Blokes Jul 13 -
Filed in
Stock
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MTY Food Group's Q2 results disappointed the market, but its asset-light, cash-generating model remains resilient, despite headwinds in US fast-food and corporate stores. The company faces ongoing challenges from underperforming brands like Papa Murphy's, Barrio Queen, and Granite City, but continues to generate strong free cash flow and shareholder returns. MTY trades at a significant discount to peers, with a P/CF ratio near 6x and a total potential return of 36% when factoring in dividends and buybacks.
