Loblaw Companies Ltd (L.TO) Buy, Sell or Hold

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Loblaw Companies Ltd (L.TO)

65.81

+0.11 (0.17%)

as of Jul 31, 2026, 8:00:00 pm Market Open.

322 watching

Investor Insights

Aug 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

Mixed

Valuation

Overvalued

Similar

C0stco, COST

SELL

The profitability for Loblaw’s (L-T) and Weston’s (WN-T) is deteriorating pretty quickly. Sees declining margins.

WATCH

The premiere food retailer in Canada and probably the best in North America. The problems are 1) the ever increasing presence of Wal-Mart (WMT-N) and 2) they have moved more and more into general merchandise which has given them logistic problems in their distributions. Until this is solved, the stock could continue to drop.

TOP PICK

This is a business that is going through a transition. The drop in price is an opportunity to accumulate. They will be a stronger, tougher, lower-cost competitor going forward.

DON'T BUY

Has been very negative. Has broke down. There has been a lot of selling pressure on this one. The stock failed to find support at its '04 low, so the next level of support is in '03. Currently below its 200 day moving average.

BUY

Thinks that the problems are transitory as the company is organizing its supply chain. This is a great opportunity to buy a very well managed business at a very reasonable price. Could be 2, 3 or 4 quarteres before seing any improvement.

TOP PICK

Feels they are functioning on the long rather than the immediate stock price. They've cut their expenses, taken some restructuring hits, let their margins deteriorate in order to keep market share, On the other hand, they keep adding product categories. They're now the 3rd largest drug store in Canada, 3rd largest retailer of children's clothing.

DON'T BUY

Earnings are coming down. Wouldn't touch. His model price has been deteriorating along with the stock price.

BUY ON WEAKNESS

Just reported a weak quarter. Earnings were down. Having distribution problems as they switch over to Great Canadian Super stores. Their margins are still the best by far. Feels there's another tough quarter coming, but they are good operators and will eventually get it fixed. Has been buiying on weakness.

BUY

Had a beating when you consider it the iconic Canadian grocery store and has such a demanding and overwhelming presence in the big retail sector in Canada. Largely a result of squeezed margins which was needed to scare off competition. A must own.

DON'T BUY

Looking at the sector, the US food retailers are having a difficult time, even against the retailing group.

DON'T BUY

The top food retailer in Canada. Its problem is Wal-Mart (WMT-N) and Costco (COST-Q). As Wal-Mart and Costco continues to increase their food offerings, they are gaining market share from the super market chains. Same store sales have slowed way down.

DON'T BUY

Dropping because its earnings estimates are dropping. He has a negative revision score and his model price is $68 which is a 4% differential, but the model price keeps going down because the earnings keep on going down.

BUY

An excellent company. Has had a very difficult October. There is some concern that they are having some distribution problems in its move to a new head office and distribution centre. Views this as short term. A strong operator.

BUY

An excellent company long term. Good dividend yield. It's facing competition, but well positioned to fight it off. A core holding in a portfolio.

HOLD

Feels they will get some competition from Sobey's and Metro, but they are doing some right things. They are focusing on non-food items because, although the margins are similar, they go for a much higher price. If it pulls back to 15 X earnings (currently at 17), he would buy.

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Loblaw Companies Ltd (L.TO)