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Posted by
Two Blokes Jul 14 -
Filed in
Stock
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4 views
MTY Food Group shares dropped 12% post-Q2 2025 report, but I view the reaction as overdone, similar to the Q4 2024 decline. Despite a flat store count, I see this as a positive, given MTY's history of net closures and ongoing portfolio optimization. FCF/share is consistently higher. MTY remains highly cash generative, trading at just 7x P/FCF, with a resilient, asset-light business model that supports long-term value.
