Canada's Loblaw Q4 revenue misses expectations, adjusted EPS beats

Loblaw Companies

25/02/2026 11:37

Overview

Canada retail giant's Q4 revenue missed analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company's adjusted net income for Q4 beat analyst estimates

Outlook

Loblaw expects adjusted net earnings per share growth in high single-digits in 2026

Company plans C$2.4 bln in capital expenditures for store and distribution center investments

Loblaw plans to allocate significant free cash flow to share repurchases

Result Drivers

CUSTOMER TRAFFIC - Increased customer visits and market share gains across banners contributed to revenue growth

E-COMMERCE GROWTH - Robust growth in e-commerce sales driven by customer demand for omnichannel convenience

STORE EXPANSION - Expansion of Hard Discount network with 15 new stores enhanced access to affordable food

Company press release: ID:nGNXb1tSKx

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
C$16.38 bln
C$16.77 bln (8 Analysts)
Q4 Adjusted EPS
Beat
C$0.67
C$0.66 (8 Analysts)
Q4 EPS
C$0.55
Q4 Adjusted Net Income
Beat
C$794 mln
C$782.66 mln (3 Analysts)
Q4 Net Income
C$656 mln
Q4 Adjusted EBITDA
Miss
C$1.78 bln
C$1.91 bln (7 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the food retail & distribution peer group is "buy"

Wall Street's median 12-month price target for Loblaw Companies Ltd is C$67.50, about 0% below its February 24 closing price of C$67.52

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 22 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)