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Loblaw Prepares for Surge in Tariff-Affected Products as Inventory Depletes

The Canadian grocer warns that the number of tariff-marked items will triple in weeks and could reach 6,000 in two months, with price hikes expected across key categories.

EDMONTON, CANADA MARCH 27, 2025: A well-stocked supermarket with aisles filled with various products in Edmonton, Alberta, Canada, on March 27, 2025.
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A sign advising that products from the U.S. affected by a tariff will be marked with a symbol at the shelf, with a QR code linking to a Government of Canada website, is seen in a grocery store in Ottawa, on Wednesday, April 2, 2025. THE CANADIAN PRESS/Justin Tang

Overview

  • Loblaw's pre-tariff inventory is running out, with tariff-affected products set to rise from 1,000 to over 3,000 in the next two weeks and potentially exceeding 6,000 within two months.
  • Tariff-related price increases will impact a small share of Loblaw’s 80,000-item inventory, but customers will notice changes in natural foods, pantry staples, and health and beauty products.
  • Loblaw marks tariff-affected items with a 'T' symbol to provide transparency and help customers make informed purchasing decisions.
  • The Canadian government has adjusted its counter-tariff policies, limiting charges to finished goods, but key grocery items like orange juice and alcohol remain subject to tariffs.
  • Walmart has also announced price increases in its U.S. stores due to ongoing tariff pressures, highlighting the cross-border impact of the trade dispute.