SunOpta (STKL)

• Market cap: $550M
• 1 day: -3.29%
• 5 days: -8.02%
• 1 month: -20.07%
• 3 months: -39.28%
• 6 months: -27.02%
• Year to date: -39.28%
• 1 year: -30.78%
• 5 years: 181.44%
• 10 years: -56.28%
• Sector: Consumer Staples
• Industry: Farm Product Raw Materials

About: SunOpta Inc is a Canadian company that focuses on a healthy product portfolio. The company is a manufacturer for leading natural and private label brands and also produces its own propriety brands, including SOWN, Dream and West Life. The core of its product portfolio is a range of plant-based beverages, including oat, almond, soy, coconut and rice milks and creamers, which have a favorable climate profile relative to traditional dairy milks in terms of lower carbon emissions and water usage. Their plant-based offerings include non-genetically modified, organic, and gluten-free products. The consumer products portfolio also includes protein shakes, teas, broths, and fruit snacks.

Employees: 1,174

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

15,271% more call options, than puts

Call options by funds: $3.69M | Put options by funds: $24K

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

36% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 58

24% more capital invested

Capital invested by funds: $649M [Q3] → $805M (+$156M) [Q4]

7% more funds holding

Funds holding: 193 [Q3] → 207 (+14) [Q4]

2.2% more ownership

Funds ownership: 87.26% [Q3] → 89.46% (+2.2%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $10 113% upside
• Avg. target: $10 113% upside
• High target: $10 113% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Stephens & Co. Jim Salera 33% 1-year accuracy 18 / 55 met price target

113% upside $10

Overweight Reiterated

2 Jan 2025