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
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.
DON'T BUY
Very poor chart. Wait for the first decent “up quarter”.
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