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Loblaw Companies (L) investor relations material
Loblaw Companies Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary24 Jul, 2025
Executive summary
Revenue grew 5.2% year-over-year to CAD 14.672 billion, with adjusted EBITDA up 7.4% to CAD 1.84 billion and adjusted diluted EPS up 11.6% to CAD 2.40.
Opened 20 of 80 planned new stores and 23 of 100 new pharmacy clinics for the year, with new stores and banner conversions driving both absolute and same-store sales growth.
Hard discount and supermarket banners gained market share, with increased traffic, unit sales, and basket size; e-commerce sales rose 17.5%.
Announced a 4-for-1 stock split effective August 18, 2025, to enhance share accessibility.
Adjusted net earnings available to common shareholders grew 8.6% to CAD 721 million.
Financial highlights
Retail segment sales increased 5.4% to CAD 14.389 billion; Food Retail same-store sales up 3.5%, Drug Retail same-store sales up 4.1%.
Adjusted EBITDA up 7.4% to CAD 1.84 billion; retail adjusted EBITDA margin improved by 10bps to 12.2%.
Adjusted diluted EPS rose 11.6% to CAD 2.40; GAAP EPS up 60% due to completed Shoppers Drug Mart amortization.
Free cash flow from retail segment increased to CAD 640 million; net capital investments were CAD 239 million.
Return on equity at 24.7%, return on capital at 11.9%, both improving.
Outlook and guidance
Expects retail earnings to grow faster than sales in 2025, with adjusted net EPS growth in the high single digits, excluding the 53rd week benefit.
Plans net capital expenditures of CAD 1.9 billion for the year and continued significant share repurchases.
53rd week in 2025 expected to add 2% to adjusted net EPS growth.
Confident in delivering full-year outlook; Q3 off to a good start, but guidance not raised due to macro uncertainty.
Explain the drivers behind Food Retail's 3.5% same-store sales increase.
How will the TC Energy agreement impact Loblaw's environmental goals?
Detail the expected benefits of the 53rd week.
Impact of GLP-1 patent loss on Loblaw?
How is the T-symbol program affecting sales?
What drives confidence in TNT US expansion?
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Next Loblaw Companies earnings date
Q3 202512 Nov, 2025
Next Loblaw Companies earnings date
Q3 202512 Nov, 2025
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Frequently asked questions
Loblaw Companies Limited operates grocery stores, pharmacies, and apparel retail stores in Canada. It also provides financial services through its subsidiary, President's Choice Financial. The company is headquartered in Brampton, Canada, and its shares are listed on the TSX.
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