Loading…
← CockpitCompetitor Analysis › LAS-A.TO Lassonde Industries, Inc. Class AOpen in the cockpit ↗

Lassonde Industries, Inc. Class ALAS-A.TOCompetitor analysis, valuation and peers

Canada · CAD·Consumer Staples›Beverages: Non-Alcoholic

Canadian beverage company producing and marketing fruit juices and drinks under brands including Oasis and Rougemont.

≈ A juice/beverage maker like a smaller Ocean SprayMomentum strong 62
Mkt cap
$1.14B
US dollars, full cap
Free float
99%
of shares outstanding
$/day
$322,295
20-day average traded
Fwd P/E
8.9×
forward earnings
ROIC−WACC
+5.4 pp
WACC 5.0%
Hurdle
-21 pp
Req g minus delivered
Next earnings
133 days
19 Mar 2027
Close · CADC$233.46
1D-8.1%
1W-7.4%
1M+1.1%
3M+1.5%
6M+4.1%
YTD+6.4%
1Y+8.9%
ATR %3.1%
52w lowhigh14.5% off high

What Lassonde Industries does

Canadian beverage company producing and marketing fruit juices and drinks under brands including Oasis and Rougemont.

Sells juice in Canada under its own brands and supplies US retailers' store-brand products through a sizeable US business, so branded sales and private-label contracts both matter. Fruit and packaging prices are the main cost swings. The Lassonde family keeps control through a multiple-voting share class.

In one line: A juice/beverage maker like a smaller Ocean Spray.

Products and services

  • Branded juices (Oasis, Rougemont)
  • Private-label juice/beverage manufacturing

Customers

  • Grocery retailers (Canada, US)
  • Foodservice

Where it sits in the supply chain

  • Consumer packaged goods
  • Juice/beverage manufacturing
  • Branded and private-label beverage…

What could go right

  • Healthier beverage trend for juice alternatives
  • Private-label growth

What could go wrong

  • Input cost (fruit concentrate) inflation
  • Consumer shift away from sugary juice drinks

Moat: narrow (brand, distribution). Established Canadian juice brands and retailer relationships give distribution scale over smaller regional players.

Headquarters: Rougemont, Canada · Founded: 1918 · Employees: 2,900

Named competitors

Lassonde Industries at a glance

Size Lassonde Industries (LAS-A.TO) is a Canada Consumer Staples company (Beverages: Non-Alcoholic) with a market value of $1.14B, the 235th largest of 420 Canada companies the cockpit tracks. Shares closed at C$233.46 on 6 Nov 2026.

Performance Over six months the shares gained 4.1%, against -2.0% for the median peer and +5.2% for the Canada market (cap-weighted) — 7th highest of 20 in its peer set.

Growth Revenue grew 1.6% over the last twelve months (peer median +2.7%); the operating margin is 8.7% (peer median 6.2%).

Valuation It trades at 8.9× forward earnings against a peer median of 16.2× (cheapest of 13).

Price implies For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -21 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 5.4 points above its cost of capital (5.0% WACC).

Next results Next results expected around 19 Mar 2027 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026LAS-A.TO 104Peer median 98
Six months, rebased to 100: Lassonde Industries against the median of its 20 peers (local-currency closes).

Lassonde Industries financials

Reported figures in CAD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueC$2.89BC$2.93BC$2.60BC$2.31BC$2.15B
Revenue growth—+13%+12%+8%—
Gross profitC$838MC$745MC$656MC$556MC$492M
EBITDAC$363MC$338MC$265MC$198MC$141M
Net incomeC$155MC$150MC$114MC$87.5MC$53.9M
Free cash flowC$231M-C$4.26MC$128MC$129M-C$17.2M
Capital expenditureC$161MC$187MC$116MC$106MC$48.1M
Total debtC$458MC$498MC$479MC$215MC$254M

Quarterly statements and history in the cockpit →

Lassonde Industries competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%-10%0%+10%+20%-10%0%+10%+20%PRN000019007390FEVR0506BAG00530025900007162460NICL605337600962258825851234FIZZ11152573LAS-A.TO6-month return →1-month return →
Up and to the right = strong over both horizons. Lassonde Industries is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%10×20×30×PRNFEVR0506BAG00530025902460NICL6053372585FIZZLAS-A.TORevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Lassonde Industries is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%PRN000019FEVR0506005300000716NICL25881234FIZZ2573LAS-A.TOGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Lassonde Industries is the large dot.

Lassonde Industries competitors and peer comparison

Head to head with its named competitors (LAS-A.TO vs KO vs PEP)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Lassonde Industries LAS-A.TO$1.14B+4%+2%9%8.9×-13.2%
Coca-Cola Company (The) KO$412B+23%+8%32%27.6×2.8%
PepsiCo PEP$193B-8%+6%16%16.6×-5.5%

How Lassonde Industries compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Lassonde Industries against its 20 peers (data as of 6 Nov 2026)
MeasureLAS-A.TOPeer medianRank in peer set
1-month return+1.1%-0.3%10th highest of 21
6-month return+4.1%-2.0%7th highest of 20
Distance from 52-week high-14.5%-25.5%6th highest of 21
Revenue growth (TTM)+1.6%+2.7%8th lowest of 20
Operating margin8.7%6.2%9th highest of 20
Forward P/E8.9×16.2×cheapest of 13
Growth the price implies (Req g, 7 yrs)-13.2%3.4%2nd least demanding of 12
Growth delivered (Del g)+8.2%+4.3%3rd highest of 12
Hurdle (Req g minus delivered)-21.3 pp+1.5 pp2nd least demanding of 12
ROIC minus cost of capital+5.4 pp+0.5 pp5th highest of 20
EV / EBITDA5.9×9.6×5th cheapest of 16
Net debt / EBITDA1.2×-0.0×6th most indebted of 16

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Lassonde Industries LAS-A.TOCanada$1.14B+4%+2%9%8.9×-13.2%+8.2%
Princes PRN.LUnited Kingdom$1.21B-3%+30%4%12.6×-7.1%+9.3%
Shenzhen Cereals 000019.SZChina$1.04B-20%+1%6%n/a4.6%-14.3%
NATURECELL 007390.KSSouth Korea$1.04B+14%-15%-18%n/an/an/a
Fevertree Drinks FEVR.LUnited Kingdom$1.36B+18%+2%9%33.0×27.9%+5.2%
China Foods 0506.HKHong Kong$1.43B+8%+4%8%10.1×-17.0%+4.3%
A.G. BARR p.l.c BAG.LUnited Kingdom$887M-2%+7%15%12.4×n/an/a
LotteChilsung 005300.KSSouth Korea$791M-9%+1%5%11.2×-2.0%+12.0%
DyDo 2590.TJapan$624M+21%+3%4%17.3×n/an/a
Nanfang Black Sesame 000716.SZChina$590M+2%+5%2%n/a28.5%-10.1%
China Resources Beverage (Holdings) 2460.HKHong Kong$2.27B-14%-19%6%18.1×n/an/a
Nichols NICL.LUnited Kingdom$539M+18%+3%18%15.1×0.2%+8.1%
Zhe Jiang Li Zi Yuan Food 605337.SSChina$526M-17%-4%12%22.1×n/an/a
SDIC Zhonglu Fruit Juice 600962.SSChina$2.62B-1%+100%n/an/an/an/a
Premium Water 2588.TJapan$483M+4%+4%16%n/a-11.0%+7.4%
Lifedrink 2585.TJapan$410M-12%+21%10%14.6×n/an/a
Hey-Song 1234.TWTaiwan$389M-9%-8%5%n/a10.4%+0.7%
Suja Life SUJAUnited States$382Mn/an/a-6%57.6×n/an/a
National Beverage FIZZUnited States$3.48B+6%-2%18%19.2×3.4%+1.9%
5100 Xizang Glacier 1115.HKHong Kong$349M-10%+67%21%n/an/an/a
Hokkaido Coca-Cola Bottling 2573.TJapan$339M-6%+4%4%n/a7.6%+2.8%

Questions

Who are Lassonde Industries's main competitors?
Named competitors: Coca-Cola (juice brands) (KO), PepsiCo (Tropicana/juice) (PEP). The cockpit's measured peer set (industry) also includes Princes (PRN.L), Shenzhen Cereals (000019.SZ), NATURECELL (007390.KS), Fevertree Drinks (FEVR.L), China Foods (0506.HK), A.G. BARR p.l.c (BAG.L).
Is Lassonde Industries expensive compared with its peers?
On forward p/e it trades at 8.9× against a peer median of 16.2×, cheapest of 13 in its peer set. For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -21 pp: the price already allows for a slowdown.
How has Lassonde Industries stock performed?
Over six months to 6 Nov 2026 the shares returned +4.1% against -2.0% for the median peer; over one year +8.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.