Saputo (TSE:SAP) executives said the dairy processor ended fiscal 2026 with stronger margins, improved cash generation and a more focused portfolio, even as lower U.S. dairy commodity pricing weighed on reported revenue in the fourth quarter.
On the company’s fourth-quarter earnings call, President and Chief Executive Officer Carl Colizza said Saputo is seeing “clear structural demand momentum” in dairy, supported by consumer interest in protein and value-added products. He said the company’s growth is increasingly coming from “higher quality sources,” including better mix, stronger channel positioning and more disciplined pricing.