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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedMay 02, 2024
DataAggregated Company Financials
Companies65
  • 7D-1.0%
  • 3M-0.2%
  • 1Y1.8%
  • YTD0.3%

The Consumer Discretionary is pretty flat in the last 7 days, but Aritzia has stood out, gaining 4.2%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

Has the Canadian Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 May 2024CA$133.1bCA$147.0bCA$8.3b13.6x16x0.9x
Sat, 30 Mar 2024CA$137.7bCA$145.4bCA$7.9b15x17.4x0.9x
Mon, 26 Feb 2024CA$136.1bCA$145.0bCA$8.1b15.3x16.8x0.9x
Wed, 24 Jan 2024CA$138.9bCA$149.6bCA$7.7b15.9x18x0.9x
Fri, 22 Dec 2023CA$134.7bCA$148.6bCA$7.7b16.1x17.5x0.9x
Sun, 19 Nov 2023CA$108.0bCA$145.5bCA$7.0b15.4x15.5x0.7x
Tue, 17 Oct 2023CA$103.4bCA$143.1bCA$7.2b14.5x14.4x0.7x
Thu, 14 Sep 2023CA$107.6bCA$142.7bCA$7.2b15.4x15x0.8x
Sat, 12 Aug 2023CA$113.6bCA$141.7bCA$7.0b16.6x16.2x0.8x
Mon, 10 Jul 2023CA$114.3bCA$136.4bCA$6.5b16.7x17.7x0.8x
Wed, 07 Jun 2023CA$110.7bCA$137.2bCA$6.5b15.6x17.1x0.8x
Fri, 05 May 2023CA$108.1bCA$135.4bCA$6.7b16.1x16x0.8x
Sun, 02 Apr 2023CA$109.8bCA$134.7bCA$6.8b13.7x16.2x0.8x
Tue, 28 Feb 2023CA$102.8bCA$123.7bCA$6.5b14.3x15.8x0.8x
Thu, 26 Jan 2023CA$104.1bCA$120.9bCA$6.5b13.4x15.9x0.9x
Sat, 24 Dec 2022CA$97.9bCA$122.0bCA$6.5b15x15x0.8x
Mon, 21 Nov 2022CA$100.7bCA$121.0bCA$6.4b13.7x15.8x0.8x
Wed, 19 Oct 2022CA$95.3bCA$120.5bCA$5.9b13.4x16.3x0.8x
Fri, 16 Sep 2022CA$98.5bCA$117.2bCA$5.7b14x17.3x0.8x
Sun, 14 Aug 2022CA$102.4bCA$114.9bCA$5.5b15.6x18.6x0.9x
Tue, 12 Jul 2022CA$90.6bCA$113.0bCA$6.3b14.3x14.3x0.8x
Thu, 09 Jun 2022CA$97.2bCA$110.5bCA$6.1b15x15.9x0.9x
Sat, 07 May 2022CA$96.2bCA$111.3bCA$6.2b14.6x15.6x0.9x
Mon, 04 Apr 2022CA$103.3bCA$108.6bCA$6.4b15.7x16.3x1x
Wed, 02 Mar 2022CA$106.4bCA$109.6bCA$6.4b13.7x16.7x1x
Fri, 28 Jan 2022CA$111.8bCA$110.3bCA$6.4b15.1x17.5x1x
Sun, 26 Dec 2021CA$117.8bCA$110.7bCA$6.4b16x18.4x1.1x
Tue, 23 Nov 2021CA$121.2bCA$109.9bCA$6.3b17.3x19.1x1.1x
Thu, 21 Oct 2021CA$120.5bCA$108.8bCA$6.6b18.9x18.4x1.1x
Sat, 18 Sep 2021CA$119.9bCA$111.0bCA$6.7b18.1x18x1.1x
Mon, 16 Aug 2021CA$124.8bCA$108.1bCA$6.5b17.3x19.1x1.2x
Mon, 31 May 2021CA$126.7bCA$98.4bCA$3.9b21.5x32.1x1.3x
Price to Earnings Ratio

32.6x


Total Market Cap: CA$124.7bTotal Earnings: CA$3.8bTotal Revenue: CA$98.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 17.3x202220232024
Current Industry PE
  • Investors are relatively neutral on the Canadian Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 17.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.91x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 29% per year over the last three years.
  • Revenues for these companies have grown 14% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Canadian Consumer Discretionary sector?

CA Market-0.54%
Consumer Discretionary-1.01%
Specialty Stores1.58%
Hospitality0.00031%
Auto0%
Retail Distributors0%
Online Retail and Ecommerce0%
Consumer Services-0.48%
General Merchandise and Department Stores-0.80%
Luxury-2.39%
Auto Components-2.67%
Consumer Durables-2.73%
Leisure-2.84%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 12.6x.
    • Analysts are expecting annual earnings growth of 10.4%, which is higher than its past year's earnings decline of 26.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 95% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings grow by 5.7% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ATZ AritziaCA$35.344.2%
+CA$159.2m		3.5%PE42.8x
LNF Leon's FurnitureCA$21.722.0%
+CA$29.3m		11.4%PE10.6x
PBL Pollard BanknoteCA$36.302.9%
+CA$27.9m		49.0%PE31.3x
GBT BMTC GroupCA$14.213.0%
+CA$12.9m		1.9%PE10.3x
ACQ AutoCanadaCA$24.392.0%
+CA$11.3m		25.5%PE11.4x
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