TSE:L

Loblaw Companies Ltd (L.TO)

65.81
+0.11 (0.17%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
322 watching
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Investor Insights
star iconAug 3, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

Loblaw Companies Ltd, the largest food and drug retailer in Canada, has garnered mixed reviews from analysts, with many acknowledging its defensive nature and solid market position. Experts appreciate the growth after the acquisition of Shoppers Drug Mart, contributing to strong profitability and free cash flow. The company faces challenges from growing competition, particularly from Walmart and Costco, but its private label offerings have proven resilient during inflationary periods. While some analysts highlight the current high valuation and express concerns over sustainability, the overall sentiment suggests it remains a core defensive portfolio choice amid economic uncertainty.

consensus icon
Consensus
Mixed
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Valuation
Overvalued
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Similar
C0stco, COST
COMMENT
A classic defensive stock and they now seem to have turned things around. At this point it is an interesting investment. On her radar.
PAST TOP PICK
(A Top Pick Nov 26/08. Up 3.4%.) Got stopped at about $30.50 at a very small profit. Nothing wrong with it and it is in the reasonable space. Very defensive.
DON'T BUY
In the last few months, profitability has stabilized. Operating characteristics are also improving a little bit but doesn't think it is out of the woods entirely yet. Still too early.
PAST TOP PICK
(A Top Pick Nov 26/08. Up 7.1%.) Likes the food sector. Still on track. Hold.
SHORT
(Market Call Minute.) Has had an amazing run, but the most expensive grocery store in the world right now.
PAST TOP PICK
(A Top Pick Jan 7/08. Up 6.7%.) Had a good run so there might be better places to put new money. If you own, continued to Hold.
TOP PICK
Very real indications they are gaining traction and moving towards their operating plan. This could see earnings growth over the next 3 years in a very defensive space.
TOP PICK
Great management.
DON'T BUY
Recently shot up because of that move to defensive stocks as well as a rumour that the Weston family might be making a bid to privatize the company. Thinks this is built into the price of the stock. Trading at about 8X EBITDA next year.
HOLD
(Market Call Minute.) Has performed amazingly well over the last little while. There is a possibility that Weston (WN-T) will take it back in the fold.
TOP PICK
One of the few stocks that is above its 200-day moving average. Started base building as far back as February/08. Use a stoploss of around $30.50. Potential of reaching $47-$48.
BUY
(Market Call Minute.)
TOP PICK
Looks like it has turned around. Good locations.
TOP PICK
In times of desperation, consumers stop going to restaurants and start buying frozen meat pies. Simultaneously, you've got this company that is making a turnaround in its quarterly numbers. The long exhausting restructuring seems to be happening.
DON'T BUY
Not buying because profit characteristics are very weak. ROE is still very weak. Been acting defensively because it is relatively cheap and is a consumer’s staple. Margins have started to stabilize. Would look for the start of a turnaround in the next 6 to 9 months.
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