02:06 PM EDT, 09/15/2025 (MT Newswires) -- The Canadian Union of Postal Workers (CUPW) announced this weekend that their members will replace an overtime work ban with the stoppage of delivery of commercial flyers, as part of the union's latest move amid a labour dispute with Canada Post, writes National Bank.

Analyst Adam Shine notes that Transcontinental is moving quickly to deploy its distribution network to compensate for the stoppage of flyer delivery by Canada Post. Last year's strike occurred during the company's first-quarter (November to January) and results reflected an impact of $5 million to Adj. EBITDA and $3 million charge below EBITDA, Shine adds.

National Bank does not expect the weekly impact of CUPW's action to cost TCL more than the 2024 strike did.

Transcontinental is rated Outperform, with a $24 price target.

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