Why it’s on the map
Contract US whiskey distiller. 50% on Crown Royal/Canadian Club is a direct gift to US-made whiskey; provincial shelf restoration is the bigger swing. Consensus Strong Buy, PT $27.80.
Government money & contracts
None.
Customers & commercial
US spirits brands.
Catalysts
Provincial liquor-board restocking decisions.
Risk
~44% off high; volumes small.
Tariff durability
Section 338 (fragile).