TSE:L

Loblaw Companies Ltd (L.TO)

61.28
-0.18 (0.29%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
322 watching
0
Investor Insights
star iconSep 13, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Loblaw Companies Ltd is recognized as a dominant player in the Canadian grocery and pharmacy sector, benefiting from strong brand loyalty and private label offerings. Despite its robust performance, experts express concerns regarding its valuation, with some calling for caution due to the perception of shrinking growth potential and increased competition from retailers like Walmart and Costco. While some analysts view Loblaw as a defensive investment that could provide stability in uncertain economic times, others critique its recent price surges and suggest trimming positions. The company's acquisition of Shoppers Drug Mart is praised for unlocking profitability, though comparisons with ATD highlight some hesitancy among investors. Overall, while Loblaw has shown resilience amid food inflation, market sentiment varies, indicating mixed outlooks on its future performance.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Overvalued
review icon
Similar
ATD
DON'T BUY
They are having labour problems right now. Recommends not buying now, wait for positive news.
DON'T BUY
There has been a recent management change and he is not very happy about it. He is not warm on this stock.
WATCH
Is down 15%, extreme competition with Wal-mart. They are watching it, it is high on their radar screen.
BUY
Has initiated a strategy that is somewhat defensive to compete with the Wal-Mart's. There are a lot of good merchandising minds in this company. Good locations. Good price if you have a longer-term view.
TOP PICK
Has easy upside to $59/60.
WAIT
To ensure that the last low is its bottom, you look for a volume increase. Doesn't think it has broken above the long-term trendline yet. When money gets nervous, it will go into this type of stock.
DON'T BUY
This is a defensive play and the market seems to be gravitating towards defensive stocks. Feels there are better ways to play it until earnings get turned.
HOLD
Would wait to see what their next earnings announcement looks like. If they continue to have problems, the stock will go lower.
WAIT
Recently sold all his position. Problem has been, in gearing up for Wal-Mart, they tried to change from being a food retailer to a general merchandiser. Ended up with stock and inventory problems. Wait until they have actually proved the problems are behind them. Well managed and great long-term track record.
DON'T BUY
Has really come off quite a lot. Has some difficulty perceptually with Wal-Mart coming into the market. Have had some problems with distribution. A good sector defensively but this is not the one to own.
DON'T BUY
Still isn't showing any signs of having a bottom. Still have lingering distribution problems. Have been cutting prices in anticipation of Wal-Mart and that is hurting margins. Market is not sure if the move into non-food products is good.
DON'T BUY
Doing the right thing on a long-term basis but execution has been very disappointing. They have now pushed out to 2008 when they might start to see benefits. Cost more than they anticipated. Still too early to buy.
DON'T BUY
Doesn't like the industry that much. This company was very unique and was clicking on all fronts. Competitors have now caught on to their style and they are really being hurt.
WATCH
Has been a favourite over the years. Have run into a lot of difficulty lately with supply chains and fear of competition from Wal-Mart. Cheap at 13 X earnings. It is becoming so cheap, that it will be a great buy.
DON'T BUY
The 2nd quarter was below expectations. They are pushing their recovery out to ’08. Wait.
Showing 466 to 480 of 707 entries