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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedDec 29, 2025
DataAggregated Company Financials
Companies54
  • 7D-0.04%
  • 3M11.4%
  • 1Y31.2%
  • YTD33.0%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Groupe Dynamite gained 6.7%. As for the the longer term, the industry is up 31% over the past 12 months. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Dec 2025CA$183.4bCA$144.0bCA$7.6b19.8x24.2x1.3x
Wed, 26 Nov 2025CA$178.8bCA$145.7bCA$7.6b18.7x23.6x1.2x
Fri, 24 Oct 2025CA$168.9bCA$144.9bCA$7.8b18.6x21.8x1.2x
Sun, 21 Sep 2025CA$166.3bCA$143.6bCA$7.7b17.8x21.7x1.2x
Tue, 19 Aug 2025CA$162.0bCA$143.4bCA$7.6b17.4x21.4x1.1x
Thu, 17 Jul 2025CA$158.5bCA$142.6bCA$7.7b16.7x20.7x1.1x
Sat, 14 Jun 2025CA$155.0bCA$141.8bCA$7.5b15.5x20.6x1.1x
Mon, 12 May 2025CA$137.9bCA$137.2bCA$7.3b15.7x18.9x1x
Wed, 09 Apr 2025CA$124.0bCA$140.2bCA$7.1b14.3x17.4x0.9x
Fri, 07 Mar 2025CA$140.9bCA$150.0bCA$7.4b17x19x0.9x
Sun, 02 Feb 2025CA$141.2bCA$150.2bCA$8.2b15.9x17.1x0.9x
Tue, 31 Dec 2024CA$142.1bCA$148.8bCA$8.1b14.8x17.5x1x
Thu, 28 Nov 2024CA$142.3bCA$147.0bCA$8.0b15x17.8x1x
Sat, 26 Oct 2024CA$139.4bCA$145.0bCA$7.5b17.3x18.5x1x
Mon, 23 Sep 2024CA$138.2bCA$144.3bCA$7.5b17.4x18.4x1x
Wed, 21 Aug 2024CA$138.9bCA$145.5bCA$7.8b16.1x17.9x1x
Fri, 19 Jul 2024CA$138.3bCA$146.0bCA$8.0b13.7x17.4x0.9x
Sun, 16 Jun 2024CA$130.8bCA$146.4bCA$8.0b13.5x16.3x0.9x
Tue, 14 May 2024CA$134.9bCA$147.2bCA$8.0b13.7x16.8x0.9x
Thu, 11 Apr 2024CA$136.3bCA$146.3bCA$8.2b14.3x16.7x0.9x
Sat, 09 Mar 2024CA$135.4bCA$145.5bCA$8.0b15.3x17x0.9x
Mon, 05 Feb 2024CA$140.1bCA$149.6bCA$7.7b16.1x18.1x0.9x
Wed, 03 Jan 2024CA$137.9bCA$148.8bCA$7.7b15.9x17.9x0.9x
Fri, 01 Dec 2023CA$107.0bCA$144.5bCA$6.9b15x15.6x0.7x
Sun, 29 Oct 2023CA$100.7bCA$144.5bCA$7.2b14.5x13.9x0.7x
Tue, 26 Sep 2023CA$105.5bCA$142.2bCA$7.1b15.2x14.8x0.7x
Thu, 24 Aug 2023CA$111.1bCA$142.2bCA$7.0b16.3x15.8x0.8x
Sat, 22 Jul 2023CA$116.5bCA$136.2bCA$6.4b17.1x18.1x0.9x
Mon, 19 Jun 2023CA$113.4bCA$136.0bCA$6.5b15.5x17.6x0.8x
Wed, 17 May 2023CA$109.5bCA$136.9bCA$6.3b14.6x17.4x0.8x
Fri, 14 Apr 2023CA$109.4bCA$133.9bCA$6.7b15.4x16.3x0.8x
Sun, 12 Mar 2023CA$99.9bCA$126.5bCA$6.0b14.3x16.6x0.8x
Tue, 07 Feb 2023CA$106.9bCA$121.3bCA$6.5b14.1x16.3x0.9x
Thu, 05 Jan 2023CA$100.4bCA$121.3bCA$6.6b13.2x15.3x0.8x
Price to Earnings Ratio

15.3x


Total Market Cap: CA$100.4bTotal Earnings: CA$6.6bTotal Revenue: CA$121.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18x20242025
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 24.2x which is higher than its 3-year average PE of 18.0x.
  • The 3-year average PS ratio of 0.94x 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 4.8% per year over the last three years.
  • Revenues for these companies have grown 5.9% 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 Market0.90%
Consumer Discretionary-0.037%
Specialty Stores1.95%
General Merchandise and Department Stores0.75%
Hospitality0.12%
Auto0%0
Online Retail and Ecommerce0%0
Leisure-0.53%
Consumer Durables-1.30%
Luxury-1.30%
Consumer Services-3.01%
Auto Components-3.21%
Retail Distributors-18.18%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 7.7x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings growth rate of 0.3% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 8.5% 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$86.626.7%
+CA$587.1m		343.8%PE46x
DOL DollaramaCA$205.300.9%
+CA$520.7m		46.4%PE42.9x
ACQ AutoCanadaCA$23.834.7%
+CA$24.9m		38.9%PE26x
KITS Kits EyecareCA$18.064.3%
+CA$24.1m		117.6%PE104x
MTY MTY Food GroupCA$38.222.0%
+CA$17.1m		-17.7%PE27.6x

Latest News

AW
CA$38.07
A & W Food Services of Canada
7D
1.1%
1Y
4.6%
CTC.A
CA$172.43
Canadian Tire Corporation
7D
-0.4%
1Y
12.8%

CTC.A: Dividends And Buybacks Will Continue To Support Measured Returns

Narrative Update on Canadian Tire Corporation Analysts have maintained their price target for Canadian Tire Corporation at approximately $180.55 per share, reflecting largely unchanged assumptions around revenue growth, profit margins, and future valuation multiples despite a marginally lower discount rate. What's in the News Board declares a quarterly dividend of $1.80 per share payable March 1, 2026, marking the 16th consecutive annual dividend increase and lifting the annual payout to $7.20 per share, up about 1.4 percent from the prior year (Key Developments).
DOL
CA$205.30
Dollarama
7D
0.9%
1Y
46.4%
ATZ
CA$116.69
Aritzia
7D
-0.6%
1Y
117.2%
MG
CA$73.47
Magna International
7D
-3.6%
1Y
20.9%
GOOS
CA$17.41
Canada Goose Holdings
7D
-2.0%
1Y
21.1%

GOOS: Future Buybacks Will Support Upside Despite Reduced Profit Outlook

Analysts have lowered their price target on Canada Goose Holdings by $2, from $13 to $11. They cite a more cautious outlook on profitability, despite slightly improved revenue growth expectations.
KITS
CA$18.06
Kits Eyecare
7D
4.3%
1Y
117.6%

After Leaping 27% Kits Eyecare Ltd. (TSE:KITS) Shares Are Not Flying Under The Radar

Dec 20
After Leaping 27% Kits Eyecare Ltd. (TSE:KITS) Shares Are Not Flying Under The Radar
LNR
CA$83.73
Linamar
7D
-2.2%
1Y
46.6%

Linamar Corporation's (TSE:LNR) Intrinsic Value Is Potentially 46% Above Its Share Price

Dec 20
Linamar Corporation's (TSE:LNR) Intrinsic Value Is Potentially 46% Above Its Share Price
DTOL
CA$13.93
D2L
7D
-3.1%
1Y
-27.8%
GRGD
CA$86.62
Groupe Dynamite
7D
6.7%
1Y
343.8%
GIL
CA$86.38
Gildan Activewear
7D
-1.3%
1Y
27.8%

GIL: Future Outlook Will Balance Buybacks Index Inclusion And Earnings Expectations

Analysts have raised their price target on Gildan Activewear by roughly 10 percent to reflect significantly stronger expected revenue growth, which is partially offset by a more conservative view on profit margins and valuation multiples. What's in the News Completed share repurchase of 9,978,864 shares, representing 6.39% of outstanding shares, for a total of about $480 million under the buyback announced on August 1, 2024 (company disclosure) The most recent tranche of the buyback saw 855,000 shares repurchased between June 30, 2025 and August 8, 2025 for $45 million, equal to roughly 0.57% of shares (company disclosure) Reaffirmed 2025 earnings guidance, with full year revenue still expected to grow at a mid single digit rate compared with the prior year (company guidance) Added as a constituent of the FTSE All-World Index (USD), expanding the company investor base and potential passive ownership (index announcement) Valuation Changes Fair Value Estimate has risen moderately, increasing from CA$80.08 to CA$88.39 per share.
TOY
CA$20.02
Spin Master
7D
-1.8%
1Y
-40.4%
ACQ
CA$23.83
AutoCanada
7D
4.7%
1Y
38.9%
GBT
CA$12.43
BMTC Group
7D
3.2%
1Y
-4.8%
TWC
CA$24.48
TWC Enterprises
7D
2.5%
1Y
33.0%
MTY
CA$38.22
MTY Food Group
7D
2.0%
1Y
-17.7%