)
Andrew Peller (ADW) investor relations material
Andrew Peller Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2026 revenue rose 3.3% year-over-year to $108.8 million, with strong performance in Western Canada and wine club sales offsetting softness in owned retail stores.
Net earnings for Q3 2026 increased to $7.9 million from $7.7 million in Q3 2025; YTD net earnings grew to $21.4 million from $11.9 million year-over-year.
Margins and earnings reached or neared all-time highs, reflecting strong execution and focus on strategic growth areas.
Management highlighted continued margin expansion and targeted investments in growth, especially in core and high-growth product segments.
Estate properties and wine club business performed strongly, with increased traffic, conversion, and average spend.
Financial highlights
Q3 2026 revenue: $108.8 million (up from $105.4 million in Q3 2025); YTD revenue: $313.5 million (slightly down from $314.1 million prior year).
Gross margin rose to CAD 45.5 million (41.8% of revenue), up from 40.2% last year; year-to-date margin improved to 43.3%.
EBITDA/EBITA grew 6% to CAD 19.7 million in Q3 and 16% year-to-date to CAD 57.1 million.
Interest expense declined by 25.8% in Q3 and 22.8% YTD due to lower debt and interest rates; net debt reduced to CAD 164 million from CAD 182 million at year-end.
Inventory at quarter end was CAD 156 million, down from CAD 170 million at fiscal 2025 year-end.
Outlook and guidance
On track for a strong Fiscal 2026 and ongoing growth into Fiscal 2027, with continued margin expansion expected but at a slower rate.
More innovation planned, including a brand refresh for Peller Estates and further product launches.
Management is making targeted investments to gain share in core markets and position for success in high-growth segments.
Confident in ability to adapt to evolving market and consumer trends.
Forward-looking statements caution about risks related to supply chain, market trends, regulatory environment, and competition.
Next Andrew Peller earnings date
Next Andrew Peller earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)