TSE:L

Loblaw Companies Ltd (L.TO)

66.20
+1.43 (2.21%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
323 watching
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Investor Insights
star iconJun 24, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Loblaw Companies Ltd. is Canada's leading food and drug retailer, effectively navigating challenges posed by inflation and competition. Analysts commend its strategic focus on discount formats like No Frills and the strong performance of its private labels, particularly the No Name brand. The acquisition of Shoppers Drug Mart has proven beneficial, generating robust free cash flow, and establishing a solid market position with organic growth prospects. While some experts express concerns about its current valuation being high, the company remains a reliable defensive choice in uncertain economic times. Overall, experts acknowledge its significant market share, operational efficiencies, and impressive revenue growth despite mixed sentiment regarding its valuation relative to competitors.

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Consensus
Positive
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Valuation
Overvalued
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CST, CST
BUY
The best retailer in Canada. Because it is such a large business, growth rates will have to come down to that 12/15% type of earnings growth for the next few years. A good long-term hold. Reasonable price.
TOP PICK
A solid, dominating company. Have faced the Wal-Mart challenge dead on with Canadian Superstores, etc. A good place to hide from inflation.
DON'T BUY
The problem with food retailers is a concern of competition from Wal-Mart. Also, not sure where they will get their growth from here.
HOLD
The best retailer in Canada. The problem is worries about Wal-Mart. Long-term, the stock is excellent.
HOLD
Good for a long-term view. The industry leader in Canada.
DON'T BUY
US/Canadian grocery businesses are all seeing pressure. The fear is of Sam's Club and Wal-Mart competing. The stock even languished during last year's rally.
DON'T BUY
Had a breakdown on the technical charts.
BUY
Being impacted by the possible rival of Wal-Mart. Historically they have grown at 20% and expects this will drop to 10/12%. Good entry point for a long-term hold.
WAIT
Has a long-term trendline, so watch to make sure it doesn't break down through this. As it is at the trendline, stand aside to see what happens.
BUY ON WEAKNESS
Not a lot of value. Would buy at $48.
PAST TOP PICK
(A top pick Mar 4/04. Down 7%.) Still likes. Reducing its prices in anticipation of competition from Wal-Mart.
TOP PICK
The stock is down because of fears of Wal-Mart. Loblaws is tightening up prices to make it unattractive for Wal-Mart. Bargain prices.
BUY
Grocery stores have had a tough time in the last short while. A class act. Valuation is OK. Great management. Fantastic execution.
BUY
Has been buying on the weakness. Great track record. In the long term, they will continue to be the dominant grocer in Canada.
BUY ON WEAKNESS
Would look to buy at $60.
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