TSE:L

Loblaw Companies Ltd (L.TO)

66.20
+1.43 (2.21%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
323 watching
0
Investor Insights
star iconJun 24, 2026, 12:00 am

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

Loblaw Companies Ltd. (L-T) is viewed as a defensive investment, largely regarded as the leading grocery and pharmacy retailer in Canada. Analysts appreciate its strong market presence, especially with its No Frills stores and robust private label offerings that provide better margins. The acquisition of Shoppers Drug Mart has been cited as a significant driver of profitability and growth. While there are concerns regarding high valuations and competition from giants like Walmart and Costco, most experts recognize Loblaw's strong earnings growth, technical performance, and free cash flow generation. Despite some hesitation on its current price, the general sentiment among analysts leans towards its potential as a reliable stock in uncertain market conditions.

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Consensus
Positive
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Valuation
Overvalued
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MRU
COMMENT
It can't be as bad as it has been for the last 18 months. He prefers George Weston (WN-T), a cheap way of owning this company. They shouldn't have the same operational difficulties this year.
SELL
Had a myriad of problems last quarter. From a valuation point, it is still very expensive. Going forward, there will be a lot of pricing competition.
DON'T BUY
Would describe this is a good value trap. A lot of things going wrong with the company right now. Have announced restructuring after restructuring. No earnings growth.
HOLD
Thoroughly disappointed in the execution that has taken place over the last couple of years. Would let time take its course rather than buying at this time. Will not be easy for them to extricate themselves. Closer to $40 could be an entry point.
WATCH
Reporting tomorrow and he is not expecting a lot of good news. Has not liked this company on a valuation basis for a long, long time. He is now starting to take a good hard look at this one. Would like to see the game plan laid out.
DON'T BUY
The market is just waiting for better news. They are trying to do all the right things, but it will take a while.
BUY
This is a turnaround story. Has a very strong brand franchise. Doing a lot to clean up its distribution supply sources as well as take care of its inventory problems.
DON'T BUY
There is concern on Wal-Mart (WMT-N) coming into play. Their restructuring has cost them a little bit on the margins.
HOLD
An excellent example of a when a stock sells off and has technically broken down. Had a long trend line up into 2005. Took a long drop and thinks it has now had an A, B, C correction. It is now showing a rally. He would treat it as a trade periodically.
HOLD
Problems they're running into and their lack of execution has affected their performance.
BUY
Chart shows a massive down and the stock is too far below its 200-day moving average. Thinks the stock wants to rally. Money looking to move into safer areas might move into this one.
DON'T BUY
Has probably seen its worst. Between losing market share, having poor earnings, change in management, supply problems, they now have Wal-Mart (WMT-N) opening super centres.
HOLD
Had a few problems with this company in the past and has some question marks in regards to management. Distribution issues and some of their big box stores are somewhat confusing. Price is probably at the bottom, but issues still have to get resolved.
SELL
Probably not a lot of downside to the name, but there are a lot of pricing pressures in the sector. Expect earnings will be dropping for the next year or two.
HOLD
Closing 60 or more stores. Be patient.
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