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
DON'T BUY
Concerned that one day Wal-Mart will want to get into the supermarket business in Canada.
TOP PICK
18 X earnings but they continue to execute. A defensive play.
BUY
Has done tremendously well in the food retail space. Strong management and good balance sheet.
DON'T BUY
The retail sector looks interesting. This is the kind of a company that a very conservative investor would be interested in. Not sure how much growth is possible in the future. Also, wonders about future competition from Wal-Mart.
BUY
Has very high multiples. Always seems to pull through very well.
PAST TOP PICK
(A past top pick Nov 14/03. Up 6.6%.) Likes it because of the way the company performs over the long-term. Continues to generate 15/20% earnings growth.
BUY
In spite of the difficult environment in the grocery business, would buy at this price. Solid operators. Long-term hold. Dividends.
BUY
Well-run company. 21X this year's earnings and 17X next year's earnings, so looks expensive but worth the price. Warehouse stores won't have a big impact.
BUY
Extremely well managed. Have a very long track record of consistent earnings growth. There is a bit of a premium to participate, but even with Wal-Mart coming into Canada, they haven't missed a beat.
BUY
Excellent retailers. Not a great value at these levels but a good growth stock. A good conservative holding.
BUY
Opening new format stores. Had a very good quarter. Slight dip gives a good buying opportunity.
TOP PICK
Should continue to deliver 15/20% earnings growth. Doesn't feel Wal-Mart will be very strong competition.
TOP PICK
Tremendous growth record and great management. Sees somewhere between 15/20% growth coming. Very affordable at these levels. A dominant player.
BUY
Continue to drive their margins higher. Delivers everything more consistently then their competition. A high multiple, but they've earned it.
HOLD
A great company to ride through a bear market. Very steady business. As the market starts to unfold, would prefer not to own it.
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