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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies54
  • 7D1.2%
  • 3M8.7%
  • 1Y38.0%
  • YTD3.5%

In the last week, the Consumer Discretionary industry is up 1.2%, with Groupe Dynamite up 14%. This means that the industry has gained 38% over the past year. Earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Feb 2026CA$190.5bCA$144.3bCA$7.3b18.1x26.2x1.3x
Tue, 20 Jan 2026CA$183.0bCA$145.4bCA$7.7b20.1x23.8x1.3x
Thu, 18 Dec 2025CA$181.4bCA$144.6bCA$7.6b20.2x23.9x1.3x
Sat, 15 Nov 2025CA$172.4bCA$145.5bCA$7.6b18.4x22.7x1.2x
Mon, 13 Oct 2025CA$163.4bCA$145.0bCA$7.8b18.2x21.1x1.1x
Wed, 10 Sep 2025CA$163.4bCA$143.9bCA$7.6b17.2x21.4x1.1x
Fri, 08 Aug 2025CA$161.6bCA$142.6bCA$7.8b17.3x20.7x1.1x
Sun, 06 Jul 2025CA$158.1bCA$142.0bCA$7.6b16.5x20.9x1.1x
Tue, 03 Jun 2025CA$150.2bCA$142.3bCA$7.5b15.7x20x1.1x
Thu, 01 May 2025CA$133.2bCA$137.6bCA$7.0b15.7x19.1x1x
Sat, 29 Mar 2025CA$132.9bCA$140.4bCA$7.0b16.4x18.9x0.9x
Mon, 24 Feb 2025CA$138.5bCA$149.4bCA$7.1b19.1x19.6x0.9x
Wed, 22 Jan 2025CA$139.2bCA$148.7bCA$8.1b15x17.1x0.9x
Fri, 20 Dec 2024CA$141.4bCA$149.0bCA$8.1b14.2x17.4x0.9x
Sun, 17 Nov 2024CA$140.3bCA$146.5bCA$7.9b14.5x17.8x1x
Tue, 15 Oct 2024CA$140.9bCA$144.6bCA$7.5b18.1x18.7x1x
Thu, 12 Sep 2024CA$136.9bCA$144.2bCA$7.4b17.5x18.4x0.9x
Sat, 10 Aug 2024CA$133.8bCA$146.7bCA$7.9b15.5x17x0.9x
Mon, 08 Jul 2024CA$132.4bCA$145.5bCA$7.9b13.6x16.7x0.9x
Wed, 05 Jun 2024CA$132.8bCA$145.9bCA$8.0b13.3x16.6x0.9x
Fri, 03 May 2024CA$132.9bCA$146.4bCA$8.2b13.6x16.1x0.9x
Sun, 31 Mar 2024CA$137.8bCA$145.4bCA$7.9b15x17.4x0.9x
Tue, 27 Feb 2024CA$134.9bCA$145.0bCA$8.1b15.2x16.7x0.9x
Thu, 25 Jan 2024CA$139.4bCA$149.9bCA$7.7b15.8x18x0.9x
Sat, 23 Dec 2023CA$137.4bCA$148.4bCA$7.7b16.3x17.8x0.9x
Mon, 20 Nov 2023CA$108.9bCA$145.5bCA$7.0b15.4x15.6x0.7x
Wed, 18 Oct 2023CA$104.1bCA$143.3bCA$7.2b14.5x14.5x0.7x
Fri, 15 Sep 2023CA$107.6bCA$142.5bCA$7.2b15.5x15x0.8x
Sun, 13 Aug 2023CA$113.6bCA$141.7bCA$7.0b16.6x16.2x0.8x
Tue, 11 Jul 2023CA$114.4bCA$136.4bCA$6.5b16.3x17.7x0.8x
Thu, 08 Jun 2023CA$110.7bCA$137.0bCA$6.5b15.6x17.1x0.8x
Sat, 06 May 2023CA$110.3bCA$135.9bCA$6.5b16.3x17.1x0.8x
Mon, 03 Apr 2023CA$109.8bCA$134.7bCA$6.8b13.7x16.2x0.8x
Wed, 01 Mar 2023CA$103.5bCA$124.6bCA$6.0b14.3x17.2x0.8x
Price to Earnings Ratio

17.2x


Total Market Cap: CA$103.5bTotal Earnings: CA$6.0bTotal Revenue: CA$124.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.4x202420252026
Current Industry PE
  • Investors are optimistic on the Canadian Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 26.2x which is higher than its 3-year average PE of 18.4x.
  • The 3-year average PS ratio of 0.95x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 3.6% per year over the last three years.
  • Revenues for these companies have grown 5.3% 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 Market1.43%
Consumer Discretionary1.18%
Specialty Stores8.17%
Leisure3.56%
Consumer Services2.24%
General Merchandise and Department Stores1.63%
Hospitality0.21%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Luxury-0.79%
Auto Components-4.20%
Consumer Durables-5.17%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 25.2x.
    • Analysts are expecting annual earnings growth of 22.5%, which is higher than its past year's earnings growth of 2.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 4.6% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.1% 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
GRGD Groupe DynamiteCA$89.8213.6%
+CA$1.2b		425.6%PE50.1x
ATZ AritziaCA$127.257.3%
+CA$1.0b		91.6%PE42.9x
DOL DollaramaCA$192.091.0%
+CA$537.3m		34.1%PE40.1x
CTC.A Canadian Tire CorporationCA$188.484.9%
+CA$469.3m		32.9%PE17.4x
DOO BRPCA$111.774.4%
+CA$346.5m		92.2%PE33.7x

Latest News

CTC.A
CA$188.48
Canadian Tire Corporation
7D
4.9%
1Y
32.9%
MG
CA$88.86
Magna International
7D
-5.0%
1Y
64.2%
GRGD
CA$89.82
Groupe Dynamite
7D
13.6%
1Y
425.6%
GIL
CA$97.83
Gildan Activewear
7D
-1.0%
1Y
27.0%
ATZ
CA$127.25
Aritzia
7D
7.3%
1Y
91.6%

ATZ: Higher P/E Expectations Will Shape Future Returns At Current Levels

Aritzia's analyst price targets have moved higher into the CA$135 to CA$155 range, as analysts factor in updated assumptions for revenue growth, profit margins, and valuation multiples. Analyst Commentary Recent research updates cluster Aritzia's price targets in the CA$135 to CA$155 range, with several firms reiterating positive ratings while revisiting their assumptions.
KITS
CA$18.36
Kits Eyecare
7D
-3.1%
1Y
109.6%
DOL
CA$192.09
Dollarama
7D
1.0%
1Y
34.1%

DOL: Share Buybacks Will Likely Fail To Justify Elevated P/E

Analysts have nudged their CA$ price target for Dollarama slightly higher, reflecting small model adjustments to the discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations. What's in the News From August 4, 2025 to November 2, 2025, Dollarama repurchased 2,605,912 shares for CA$484.6 million, representing 0.94% of its shares.
LNR
CA$93.53
Linamar
7D
-1.5%
1Y
79.9%
DBO
CA$0.75
D-BOX Technologies
7D
-5.7%
1Y
275.0%
VITA
CA$0.90
Vitalist
7D
-10.0%
1Y
63.6%
PBL
CA$18.90
Pollard Banknote
7D
-2.8%
1Y
-32.3%
PET
CA$29.05
Pet Valu Holdings
7D
2.2%
1Y
16.6%

PET: Share Buybacks And Delivery Expansion Will Support Medium-Term Upside

Analysts have nudged their price target on Pet Valu Holdings slightly lower to about C$38.82 from roughly C$38.91. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that they see as better aligning the valuation with current expectations.
DOO
CA$111.77
BRP
7D
4.4%
1Y
92.2%

DOO: Catalyst Watch And Execution Risks Will Shape Upcoming Earnings Trajectory

Analysts have nudged their average fair value estimate for BRP to about $118 from roughly $116, citing slightly higher assumed revenue growth and profit margins and referencing recent price target increases from Citi, UBS and National Bank as support for the updated outlook. Analyst Commentary Recent Street research on BRP clusters around higher price targets and a mixed but generally constructive tone, with analysts adjusting their views based on updated assumptions for growth, profitability and execution risk.
LNF
CA$29.01
Leon's Furniture
7D
4.7%
1Y
12.6%
BRAG
CA$2.38
Bragg Gaming Group
7D
-8.5%
1Y
-69.1%
TWC
CA$23.50
TWC Enterprises
7D
6.8%
1Y
32.4%