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
TOP PICK
This is not a “current earnings” story. Currently trading at around the value of its real estate holdings. Looking for 1 of 3 things. 1.) Will turn around in the next year or two, probably starting later this year. 2.) The Weston family takes it private through George Weston (WN-T). 3.) Sells the company. Downside is limited, but the upside, even though it takes a year or so, will move very fast.
DON'T BUY
You lost half your money in the biggest supermarket chain in Canada in the last 5 years. That is a staggeringly bad track record. You have to think at some stage, if they just do a little bit better, the stock price could go up quite a bit. You really have to wait and see that the execution is actually there.
SELL
(Market Call Minute.) There are no redeeming features here and no increase coming anytime soon.
BUY
Going through a transition because it has Wal-Mart breathing down its neck. Messed up with its superstores and how they set the distributions to them. They are addressing this but it will take time. Has a huge real estate portfolio, which is equivalent to what the stock is trading at.
TOP PICK
Has been a terrible stock for the last few years and deserved it. Messed up on distribution. Stock price has come down to such a point that it is trading around the value of their real estate and you are getting the stores for nothing. Thinks it has a chance to turn around. If not, George Weston (WN-T) has the ability to sell it or take it private. Downside is already mostly in the stock.
DON'T BUY
Didn't get their inventory right and the grocery segment is getting a lot more competitive. Would still be concerned. You pay 14X earnings, which is expensive.
DON'T BUY
Thinks the issues with this company goes deeper. They where the prime player in the grocery business, but their competition got better. Their expansion was done in an erratic way. Has not gotten really cheap.
COMMENT
Has probably hit a bottom in here, particularly when you look at some of the other consumer staples companies. Looking at Westons (WN-T), which owns 62%, as the preferred way to play this. The dividend is also better.
SELL
(Market Call Minute.) They need to turn it around and there is no sign they can do it with Joe.
DON'T BUY
With the Wal-Mart superstores coming in, they have internal problems. Too early to buy the stock. Would want to see that they had fixed the problems.
BUY
(Market Call Minute.) You're probably okay, but do not let it make a 52-low.
TOP PICK
Has done everything wrong for the last 3 years. Tried to out- Wal-Mart Wal-Mart, which can't be done. Messed up on distributions. Changed management to someone untried. Stock has been knocked down so cheap it is trading at or below real estate value, so you are getting the operations virtually for nothing. Thinks they will start to get their act together. Downside risk is very low. Good long-term play.
DON'T BUY
Stock is down because they are having problems running their business. Thanks the dividend is safe, but with the squeeze on profits you have to wonder. You are still a little ways away from seeing if they have actually fixed their problems. Probably suffering from some tax law suffering as well so wouldn't be too bad to pick it up but you need a lot of patience.
SELL
When a growth stock runs into difficulty, the difference from what a growth investor will pay and where a value investor comes in, can be a big difference. Doesn't think the company knows how long it will take to solve their problem. They have competition and distribution problems still.
DON'T BUY
Haven’t owned for a couple of years. Poor execution, turning around their performance. Wouldn’t advice getting involved until they prove themselves
Showing 406 to 420 of 706 entries