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
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Metro,MRU
DON'T BUY
On a 5-year chart their base was $50 a share. Has now broken below that. Until it finds a bottom, he would stay away.
DON'T BUY
Has not been a favourite for a long time. The good news is that there is excellent technical support at the $47.50 level but the bad news is that Westons (WN-T), which is a sister company, has just given a sell signal.
DON'T BUY
Great franchise with great management but would like to see the earnings turn before calling it a “BUY”.
DON'T BUY
Getting close to $47.60 where he would consider buying. Look for the price to hold for quite some time until there is some inkling that they can get their distribution troubles out of the way. Will be dead money for a while.
DON'T BUY
Still too early to buy. A really competitive market. Costs are rising and margins are coming under pressure. Would buy in the low $40’s.
HOLD
Stock has not acted well at all. Believes the company is doing the right thing. Trying to reinvest in their business and position themselves so they can compete. Have had problems executing on their structure strategy, but fundamentally they're not broke and sales continue to go up.
BUY
In one of the bottoming pictures now. The risk/reward is very strong. Looking out a couple of years, the value is starting to build.
WAIT
Great company and she follows it closely looking for an entry point. Making serious investments in distribution networks but this is having a terrible impact on short-term earnings. Waiting until they solve their execution problems.
BUY ON WEAKNESS
Would buy just below $50 if they got their distribution network fixed up. On his radar screen.
WEAK BUY
When you get a bear market, money tends to go into safe sectors. Doesn't think you will get too beat up in this one. You would only be there because of scared money, not because it is a growth stock.
DON'T BUY
Is watching and would like to own, but it is way too early to own this one. Have had distribution problems which has not been totally cured yet. Wal-Mart (WMT-N) is tending to become more of a competitor in the food area which will hurt volumes and margins. Would rather own Kroger (KR-N).
DON'T BUY
At a 52-week low. As a long-term play, it could be a good entry point. Sold his holdings in the last month because he wanted stocks that would bounce back when the market bounced back. Expects there will be a quarter or two where there will still be distribution problems.
DON'T BUY
Profitability is falling rapidly. Both margins and volume indicate that operating sources continue to be very weak. Overvalued by probably 20%.
DON'T BUY
Been disappointing of late. Used to be priced for perfection with a high price/earnings multiple because of the great growth story. They're easy expansion is now done. Now have competition. Would prefer George Weston (WN-T) which is trading around 12 X earnings.
TOP PICK
Stumbled badly on redesigning their warehouse distribution system. Believes they have turned this around and the earnings are going to rebound in the 2nd half of the year. Their move into soft goods, clothing, etc is a smart one. Seem to have warded off Wal-Mart.
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