TSE:L

Loblaw Companies Ltd (L.TO)

63.24
+0.44 (0.70%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
321 watching
0
Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Loblaw Companies Ltd, a dominant player in the Canadian grocery and pharmacy market, has received mixed reviews from analysts. While its focus on private label products and the successful integration of Shoppers Drug Mart are highlighted as strengths, some experts express concerns about its high valuation and competition from Walmart and Costco. Despite these challenges, Loblaw's expansion into rural areas and the strong performance of its discount banners are seen as positive factors in the current economic climate. The company is generally viewed as a defensive investment, appealing to those seeking stability in uncertain times. However, some analysts believe it may be overvalued compared to other retailers, suggesting a cautious approach for potential investors looking to enter the stock.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Overvalued
review icon
Similar
Metro,MRU
WAIT
May have finally passed the worst, but he wants to see one or two quarters of growing profit to see.
SELL
(Market Call Minute.) Yuck.
TOP PICK
There is no great since of a magical recovery in the company’s fortunes. They are making a very great effort to remedy their problems. In this kind of market, this is one of the stocks that you can put into the “happy” bracket.
DON'T BUY
He is currently short this company (but long the George Weston preferreds as a pair trade) in his hedge fund. He continues to be worried about the presence of Wal-Mart (WMT-N). They are continuously out of stock on a lot of items and it looks like the re-branding will cost more money.
COMMENT
200-day moving average is still falling. Spent 7 months in base building. As long as $30 (roughly) holds and the stock continues to trade in this range there or is a chance it will move above the 200-day moving average.
DON'T BUY
Sold her holdings when Wal-Mart announced they were coming to Canada. They enacted a restructuring program, which she feels totally destroyed the basic fundamentals of the company. Fundamentals continue to be very weak.
DON'T BUY
$30 of real estate if they ever break it up, which is great but they’ve got to earn money. Distribution problems are still not fixed. Wal-Mart is still expanding.
SELL
Still doesn't like this one. Fighting with Wal-Mart. It will be a long turn around.
PAST TOP PICK

(Top Short April 25/08. Down 0.05%.)Pairs trade. Went Long George Weston preferreds (WN.PR.A-T) and Short Loblaws (L-T). Still likes for the next year.

TOP PICK
He sees the Book Value at $20/$22 a share and the real estate is likely undervalued in that. The market has priced in the worst-case scenario. There are a number of things being done that will provide improvement. Relatively low risk.
DON'T BUY
Energy inflation could weigh heavily in this sector. Doesn’t like this company. ROE is still under a lot of pressure.
DON'T BUY
In this kind of a market, this is the kind of a name that people run to. When the market bounces, this is not going to be the one that leads it to the upside. If you really want a defensive name, this might be the one to own. He'd rather have something that would give him a bigger pop in a market recovery.
DON'T BUY
Have to be pretty brave to get into this one, even now. Totally botched the revamping of its distribution warehouse system. Competitive threat of Wal-Mart and Sams Clubs cannot be underestimated
WEAK BUY
Has been really hammered down from 4X book to 1.5X book. Earnings estimates are not particularly supporting a rally of much consequence. If you had a five-year horizon, at this price it's not going to hurt you too much.
SELL
Expect it will take 5 to 7 years to turn it around. Wait to see more evidence of a turnaround in a quarterly number. Be willing to pay a little higher in order to see that happen.
Showing 376 to 390 of 706 entries