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.

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Consensus
Mixed
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Valuation
Overvalued
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Similar
C0stco, COST
BUY
A good defensive stock. Likely to see some food inflation, so top line will grow faster than has been happening over the last couple of years.
TOP PICK
A juggernaut. Keep finding ways of getting bigger. A wonderfully managed company. The superstores have hurt their margins, but a great investment and closes off WalMart. If the market gets tumultuous, this is a good steady stock to own.
BUY
A stock that you can put away and forget about. Exceptionally good management. Good long term growth strategy.
BUY
Tremendous management. Great long term track record. Probably looking at 10/15% per annum share growth over the long term. Low risk.
DON'T BUY
Doesn't own any food chains. Loblaws is the class of the industry, but too high priced for him.
TOP PICK
Well managed. Great track record of 15 to 20% earnings growth. Pays a dividend of 20/25% of earnings.
BUY
Prefers Loblaws over others. Higher valuations, buy it pays to own the best.
BUY
Has been trading sideways for awhile because of investors worries about Wal Mart. The most innovative and best marketer of food in North America.
DON'T BUY
Valuation is fair and has been getting better with the drop in stock prices. Still not at the level for his BUY range.
BUY ON WEAKNESS
Would consider buying more in the $60/61 range. A high multiple with a yield of only 1%. The premier company in their sector.
TRADE
Recommend the stock. Solid and steady earnings.
DON'T BUY
Q: Is a good way to play this is by buying Weston? A: Loblaws is fairly priced right on their model price. Weston's model price is $20 lower than the present stock price. Earnings on both companies are coming down.
BUY
In the broad context of the market, this is a nice place to hide. Won't be as volatile as many other sectors. Dominates the grocery store industry. You'll never get it dirt cheap.
TOP PICK
Has always traded at a premium in its price to earnings multiple which is legitimate because it has so much scope and is so powerful. Stock price is down because of a price war in Québec. Has a lot of depth and staying power.
DON'T BUY
Not interested in owning either Sobeys or Loblaws. Not a fan of the retailing food industry.
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