Saputo

$SAP.TO acquisition of UK Dairy Crest brought it a pension highly sensitive to inflation. Time to update that stale "2.9%" inflation assumption. BOE inflation = 10% growing to 13%. We estimate a $724m+ incremental liability that will further pressure the dividend coverage

https://twitter.com/sprucepointcap/status/1597646059203092480

Last updated: 2026-03-07 by automated standardization process