TSE:L

Loblaw Companies Ltd (L.TO)

61.28
-0.18 (0.29%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 13, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Loblaw Companies Ltd is recognized as a dominant player in the Canadian grocery and pharmacy sector, benefiting from strong brand loyalty and private label offerings. Despite its robust performance, experts express concerns regarding its valuation, with some calling for caution due to the perception of shrinking growth potential and increased competition from retailers like Walmart and Costco. While some analysts view Loblaw as a defensive investment that could provide stability in uncertain economic times, others critique its recent price surges and suggest trimming positions. The company's acquisition of Shoppers Drug Mart is praised for unlocking profitability, though comparisons with ATD highlight some hesitancy among investors. Overall, while Loblaw has shown resilience amid food inflation, market sentiment varies, indicating mixed outlooks on its future performance.

consensus icon
Consensus
Mixed
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Valuation
Overvalued
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Similar
ATD
DON'T BUY
Sold a while ago because whole retail grocery space was getting too competitive.
DON'T BUY
Done a fantastic job of restructuring itself.. But he wouldn’t buy it. Biggest problem is Walmart. They are building out their food print in a huge way in Canada. Would be interested at $30
COMMENT
Aug 2029 6.5%. Triple B, but he is comfortable with company. Is very leveraged to interest rates. If you think rates are going to rise, be very careful, if you think they will fall, it’s a great trade.
DON'T BUY
Consumers staple space and there is no other name in Canada that matches it size, etc. but consumer staples stocks will generally not perform that well in a recovering economy. Technically has lower lows and lower highs and has fallen below the 50 day moving average.
BUY
Looks very good to him. Model price is $45.65, an upside of 13%.
PAST TOP PICK
(A Top Pick Jan 11/10. Up 21.46%.) Sold this just under $40. Food retailing is now a very competitive environment.
DON'T BUY
Doesn’t expect any growth potential. Had been concerned with their inability to retool their supply chain regarding competition with Wal-Mart (WMT-N) and has made great progress, which has been reflected in the stock price. Doesn’t see it getting much stronger.
TOP PICK
Likes it because their turnaround is finally getting legs. Food deflation is ending and we are starting to see food inflation. Grain prices are going up and will work through the system and into retail prices. Food retailers do well during inflationary times. The industry doesn’t want a price war here.
BUY
Reasonable buy right here. There was price deflation in food. The whole group has turned out good results. Thinks we will see price inflation and this will be great for margins. There should be some price growth next year. Empire is his preference, but you can’t go wrong with either.
DON'T BUY
Just opened a stand-alone “Joe Fresh” clothing store. One store is not going to change things but some of their new formats look very interesting. His concern with food stores in general is that we are still in a price war environment and deflationary environment. Not cheap.
COMMENT
Food tends to do well in a slow economic environment. Food inflation has been coming off, which might be a challenge for them to get through. Capable management. Not cheap.
COMMENT
Would prefer this over George Weston (WN-T). Has cleaned up its act considerably. There is a lot of pressure in the entire grocery space with price wars. Would prefer Empire (EMP.A-T).
BUY
A turnaround story that is now working. Profitability is better. Distribution system, while not 100% perfect, is much better. Good management. Food deflation seems to be coming to an end, which bodes well for profitability.
TOP PICK
The street has not liked this stock all along. The turn around is in place and now the street is becoming believers. Investors like it. It hit a new high the other day. Attracting conservative investors. Earnings surprises on the upside for two reasons: Turnaround starting to show on the bottom line and the big worry on food retailers is food deflation but it is waning now.
PAST TOP PICK
(A Top Pick May 6/09. Up 8.6% excluding dividends.) Bought on it being a turnaround, which is working. Low risk because of their real estate, which will support it on the down side.
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