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TSE:L

Loblaw Companies Ltd (L.TO)

60.53
-0.44 (0.72%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
322 watching
0
Investor Insights
star iconAug 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 icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
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Similar
ATD
BUY
High Cdn$ has created deflation in grocery stores so he expects weaker earnings this year. Expect it will turn around and there will be food inflation again. Not a lot of competition.
PAST TOP PICK
(Top Pick Jul 3/09, Up 6.72%) Moved into George Weston.
COMMENT
His model price is $39.15, a 9.6% positive differential. Thinks it holds here for a while but doesn't expect any great gains. Likes the sector and his #1 pick would be Metro (MRU.A-T).
HOLD
(Market Call Minute.) Has had management turnover and growth has slowed.
TOP PICK
Started a turnaround strategy plan in 2007 to improve and reinvest in its infrastructure as well as refurbishing store space. Margins have been on decline for 5 years but have improved in the last year. 2.5% yield.
COMMENT
(Market Call Minute.) Prefers Empire (EMP.A-T).
HOLD
Would like to own this but the next 12 months are going to be difficult for the whole sector. Partly because you are not seeing food inflation. Has been good at cost containment but going into a competitive environment is likely to pressure margins.
WEAK BUY
At this valuation it is starting to look a little interesting. Trading at about 13X next year's earnings. Has made some strides in refurbishing some of the stores and getting merchandising back into focus.
PAST TOP PICK
(A Top Pick Nov 25/08. Up 10.32%.)
BUY
(Market Call Minute) Likes Empire a little bit better.
DON'T BUY
About 3 years in a 5-year restructuring. Working at paying down debt and getting costs into line. Not a part of the market that people really care about right now.
BUY
2 things have hurt supermarkets recently. Grocery prices have been deflating that is hurting their margins. Also a consumer non-durable and interest is elsewhere. Great turnaround story.
PAST TOP PICK
(A Top Pick Nov 26/08. Down .03% not including dividends.) Got stopped out of his position.
PAST TOP PICK
(A Top Pick Dec 4/08. Down 7.4%.) Had looked like it had an upside potential and was above its 200-day moving average. It then turned around giving lots of negative signals and he got stopped out at around $34-$35. Still in the negative pattern.
DON'T BUY
Don’t like it and haven’t for a long time. They came out and had great concept and now competitors have copied. It’s difficult for them. They are never going to see the multiples they saw before. Prefers Weston.
Showing 331 to 345 of 707 entries