Loblaw Companies Ltd (L.TO) Buy, Sell or Hold

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Loblaw Companies Ltd (L.TO)

60.53

-0.44 (0.72%)

as of Aug 21, 2026, 8:00:00 pm Market Open.

322 watching

Investor Insights

Aug 23, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Loblaw Companies Ltd, a leading food and drug retailer in Canada, has experienced significant growth, especially following its acquisition of Shoppers Drug Mart. Experts note its strong performance amid food inflation, and the success of its No Frills discount brand has drawn positive attention. However, concerns about overvaluation are prevalent, with many analysts watching for signs of sustainable growth, especially with increasing competition from Walmart and Costco. While some view the company as a solid defensive investment, others are cautious, indicating that current valuations appear stretched compared to historical standards. Analysts provide mixed views on its future performance, recommending investors consider alternatives in the retail space.

Consensus

Cautious

Valuation

Overvalued

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ATD

DON'T BUY

Have gone through a painful restructuring over the past couple of years and are slowly starting to emerge from it. It’s a more competitive business than it used to be. Growth is going to be more cramped because of US entries coming in. Also, input costs are going up which they are unable to pass on to the customers. Valuation is still high. The best the stock is going to do is go up at the rate of growth of earnings, which he thinks is a single digit rate.

PARTIAL SELL

This is a conservative consumer play. The stock has underperformed its peers by quite a large margin. He did an Elliott wave count on the chart and it showed a nasty 5 wave correction and that correction is now over. Yield is only 2.5% so you might be wise to start reducing and look elsewhere.

WAIT

One of the dominant players in the Canadian Market although there are a lot of headwinds with Wal-Mart introducing food and Target coming in.

COMMENT

They are cleaning up. Liked the recent announcement of a cleanup of the systems. Doesn't seem to be acting any different than other big grocery chains in North America. With low inflation, it is difficult for grocers to make headway. Looks like competition is growing.

SELL

Used to own it, looking for a turnaround. They came a long way but their IT spend is way, way in the future to finish it and he got tired of waiting.

DON'T BUY

Would not buy it here. One plus is that they own their real estate. Their systems upgrades are taking longer than they thought. We will see increased competition with Target’s introduction next year. Competitors Metro and Scobey’s have strengthened over the last few years.

DON'T BUY

(Market Call Minute.) Continues to be a very difficult story. They continued to run into problems in execution.

PAST TOP PICK

(Top Pick Nov 9/10, Down 7.37%) It is beating the market. He still likes the company. Turnaround is still in place. New CEO just started. Only remaining question is on the IT side – it is still a work in progress. Likes their place in the market.

DON'T BUY

Great retail story with great private brands. This is going to be an increasing competitive business. Would look elsewhere.

SELL

Just reported. Not a lot of tonnage growth (more food sales). Competition by good retailers is increasing. Also all they are spending money to upgrade their systems, which takes away from cash flow and earnings.

HOLD

Have been working very hard on their turnaround and it is almost complete. Food prices have been going up but grocery stores have not been able to benefit from food inflation yet.

DON'T BUY

Loblaws (L-T) or Shoppers (SC-T)? Doesn't particularly like either of them. If he had to pick one he would give the benefit of the doubt to Shoppers.

WEAK BUY

A Lower tax rate made the earrings look a little better than they might have been. There is difficulty passing on rising food costs to consumers. New president, lower IT spending.

DON'T BUY

Strip bonds maturing 2029 triple, which triple in value if held to maturity but have no interest along the way. This is just simple compound interest. Very volatile and the longer the bond, the more volatile. If you are worried about interest rates and inflation, this is more risky than a coupon bond.

SELL

Never too late to sell a stock that is under performing. It can take a long time for them to turn around. Grocery business is a tough one because their margins are thin and their costs are going up.

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