Loblaw (TSX:L) Tariff Resilience Score: 8/10 (As of Jul. 03, 2026)


TSX:L Loblaw Companies Ltd TSX:L
93 GF Score
Price C$62.45
GF Value C$50.34
Valuation Modestly Overvalued
! 4 Warning Signs
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What is Loblaw Tariff Resilience Score?

Loblaw TSX:L -0.67% 93 Tariff Resilience Score is 8 as of Jul. 03, 2026. GuruFocus rates TSX:L with a GF Score™ of 93/100 and a GF Value™ of C$50.34 (Modestly Overvalued). The stock has 4 warning signs investors should review. Among 313 Retail - Defensive companies, Loblaw ranks better than 99.68% on this metric.

Loblaw has the Tariff Resilience Score of 8, which implies that the company might have Highly Resilient.

Loblaw has Loblaw Companies has a strong domestic market focus with minimal reliance on imports. The company has significant pricing power and can mitigate tariff impacts through local sourcing and supply chain adjustments.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Loblaw might have Highly Resilient.

Loblaw  (TSX:L) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Loblaw Tariff Resilience Score Related Terms

TSX:L vs KR, SFM, ACI: Tariff Resilience Score Comparison

For the Grocery Stores subindustry, Loblaw's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Loblaw Tariff Resilience Score vs Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, Loblaw's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Loblaw's Tariff Resilience Score falls into.


TSX:L
93GF Score
Loblaw Companies Ltd TSX:L
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 8 mean?
Loblaw (TSX:L) has a Tariff Resilience Score of 8 as of Jul. 03, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Loblaw ranks #1 out of 313 companies in the Retail - Defensive industry, placing it in the top 0.3%.
Is Loblaw's Tariff Resilience Score too high?
Loblaw's current Tariff Resilience Score is 8. Based on the distribution chart, Loblaw ranks #1 out of 313 companies in the Retail - Defensive industry, which is in the top quartile — a strong position relative to peers. Overall, Loblaw has a GF Score™ of 93/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Loblaw's Tariff Resilience Score compare to KR and SFM?
According to the Retail - Defensive industry distribution chart, Loblaw ranks #1 out of 313 companies for Tariff Resilience Score. This places Loblaw in the top 0% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Retail - Defensive company?
A good Tariff Resilience Score depends on the Retail - Defensive industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Loblaw's current Tariff Resilience Score is 8. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Loblaw stock overvalued right now?
Based on GuruFocus' analysis, Loblaw (TSX:L) is currently considered Modestly Overvalued. The stock's GF Value™ is C$50.34, compared to a current price of C$62.45 — trading 24.1% above its estimated fair value. The current Tariff Resilience Score is 8. Loblaw's overall GF Score™ is 93/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Loblaw (TSX:L), the current Tariff Resilience Score is 8 as of Jul. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Loblaw (TSX:L) Overvalued in 2026?

Based on GuruFocus' analysis, Loblaw stock appears to be overvalued. The current stock price of C$62.45 is trading 24.1% above its estimated GF Value™ of C$50.34. GuruFocus considers Loblaw to be Modestly Overvalued.

Key valuation signals for TSX:L:

  • Tariff Resilience Score: 8
  • GF Value™: C$50.34 vs. price of C$62.45 (24.1% above fair value)
  • GF Score™: 93/100 with 4 warning signs

No single metric tells the full story. See the TSX:L stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Loblaw Business Description

Address 1 President’s Choice Circle, Brampton, ON, CAN, L6Y 5S5
Loblaw is Canada's largest retailer, operating approximately 2,500 food retail and pharmacy stores across the country. Its main grocery banners include Loblaw, No Frills, and Maxi, and its pharmacy stores are mostly under the Shoppers Drug Mart banner, which it acquired in 2014. In addition to brand-name offerings, Loblaw offers private-label products under the President's Choice and No Name brands. Beyond retail, Loblaw runs the PC Optimum loyalty program, but announced plans to sell its financial services arm including credit cards and insurance brokerage to EQB in December 2025. George Weston is Loblaw's controlling shareholder with a 53% stake.
93GF Score

Get the complete analysis for TSX:L

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

C$62.45
Price
C$50.34
GF Value