Loblaw Companies Limited · TSX:L

Loblaw Companies — Q3 2025 Earnings Presentation

5 slides from Loblaw Companies's earnings presentation, Nov 12, 2025

  1. Slide 1: Supplementary Slides Q3 2025

    SUPPLEMENTARY SLIDES Q3 2025 For the periods ended October 4, 2025 and October 5, 2024 1

  2. Slide 2: Forward Looking Statements

    FORWARD LOOKING STATEMENTS This presentation for Loblaw Companies Limited (“Loblaw” or “the Company”) contains forward-looking statements about the Company’s objectives, plans, goals, aspirations, strategies, financial condition, results of operations, cash flows, performance, prospects, opportuniti

  3. Slide 3: Key Financial Metrics – Consolidated

    KEY FINANCIAL METRICS – Consolidated Q3 2025 (millions of Canadian dollars unless otherwise noted) Q3 2025 Q3 2024 % Change (1) Consolidated Revenue $19,395 $18,538 ↑ +4.6% Adjusted EBITDA $2,217 $2,069 ↑ +7.2% Adjusted EBITDA Margin 11.4% 11.2% ↑ 20bps Adjusted Net Earnings Avaliable to Common Shar

  4. Slide 4: Key Financial Metrics – Retail Segment

    KEY FINANCIAL METRICS – Retail Segment Q3 2025 (millions of Canadian dollars unless otherwise noted) Q3 2025 Q3 2024 % Change (1) Total Retail Revenue $19,082 $18,259 ↑ 4.5% Retail Revenue - Food $13,588 $12,966 ↑ 4.8% Retail Revenue - Drug $5,494 $5,293 ↑ 3.8% Pharmacy and Healthcare Services $2,95

  5. Slide 5: Key Operational Metrics

    KEY OPERATIONAL METRICS Q3 2025 Food Retail (Loblaw) % Change (1) Food Retail Same-Store Sales Growth ↑ +2.0% Basket Size(2) ↑ Traffic(2) ↑ Loblaw STM Square Footage Growth ↑ Industry STM Square Footage Growth ↑ Drug Retail (Shoppers Drug Mart) % Change (1) Drug Retail Same-Store Sales Growth ↑ +4.0

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