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
0
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
valuation icon
Valuation
Overvalued
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Similar
C0stco, COST
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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