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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedJan 22, 2026
DataAggregated Company Financials
Companies54
  • 7D-2.3%
  • 3M7.9%
  • 1Y30.8%
  • YTD-0.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.3%, driven by a pullback from Dollarama of 3.9%. On the other hand Gildan Activewear is actually up 5.6%. This takes the industry's 12 month performance to a gain of 31%. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 22 Jan 2026CA$178.9bCA$145.2bCA$7.7b20.8x23.3x1.2x
Sat, 20 Dec 2025CA$182.5bCA$144.7bCA$7.6b20.1x24x1.3x
Mon, 17 Nov 2025CA$172.9bCA$145.4bCA$7.5b19x23x1.2x
Wed, 15 Oct 2025CA$163.5bCA$145.3bCA$7.8b18.6x21x1.1x
Fri, 12 Sep 2025CA$164.0bCA$143.9bCA$7.7b17.6x21.4x1.1x
Sun, 10 Aug 2025CA$157.7bCA$143.4bCA$7.6b17.5x20.7x1.1x
Tue, 08 Jul 2025CA$158.1bCA$142.3bCA$7.6b16.5x20.8x1.1x
Thu, 05 Jun 2025CA$150.1bCA$142.2bCA$7.5b16x20x1.1x
Sat, 03 May 2025CA$133.1bCA$137.8bCA$7.1b15.5x18.9x1x
Mon, 31 Mar 2025CA$132.0bCA$140.4bCA$7.0b15.7x18.8x0.9x
Wed, 26 Feb 2025CA$140.2bCA$150.1bCA$7.8b15.4x18.1x0.9x
Fri, 24 Jan 2025CA$141.1bCA$149.3bCA$8.2b16.1x17.2x0.9x
Sun, 22 Dec 2024CA$142.3bCA$148.8bCA$8.1b15.2x17.5x1x
Tue, 19 Nov 2024CA$140.1bCA$146.5bCA$7.9b14.8x17.7x1x
Thu, 17 Oct 2024CA$140.3bCA$144.5bCA$7.5b17.9x18.6x1x
Sat, 14 Sep 2024CA$137.1bCA$144.5bCA$7.5b17.4x18.3x0.9x
Mon, 12 Aug 2024CA$135.4bCA$146.7bCA$7.8b15.5x17.3x0.9x
Wed, 10 Jul 2024CA$133.8bCA$145.5bCA$7.9b13.6x16.8x0.9x
Fri, 07 Jun 2024CA$135.6bCA$145.9bCA$8.0b13.3x17x0.9x
Sun, 05 May 2024CA$133.7bCA$146.9bCA$7.9b13.7x16.8x0.9x
Tue, 02 Apr 2024CA$137.8bCA$145.6bCA$7.9b15.1x17.4x0.9x
Thu, 29 Feb 2024CA$136.1bCA$145.4bCA$8.1b15.3x16.8x0.9x
Sat, 27 Jan 2024CA$139.0bCA$149.5bCA$7.7b15.8x18x0.9x
Mon, 25 Dec 2023CA$137.4bCA$148.4bCA$7.7b16.3x17.8x0.9x
Wed, 22 Nov 2023CA$108.9bCA$145.6bCA$7.0b15.4x15.6x0.7x
Fri, 20 Oct 2023CA$103.3bCA$143.7bCA$7.2b14.4x14.4x0.7x
Sun, 17 Sep 2023CA$108.5bCA$142.5bCA$7.2b15.5x15.2x0.8x
Tue, 15 Aug 2023CA$113.4bCA$141.8bCA$7.0b16.6x16.2x0.8x
Thu, 13 Jul 2023CA$114.7bCA$136.1bCA$6.4b16.5x17.9x0.8x
Sat, 10 Jun 2023CA$109.5bCA$136.8bCA$6.5b15.5x17x0.8x
Mon, 08 May 2023CA$110.3bCA$135.9bCA$6.4b16.3x17.1x0.8x
Wed, 05 Apr 2023CA$109.2bCA$134.3bCA$6.8b13.4x16.2x0.8x
Fri, 03 Mar 2023CA$103.7bCA$124.4bCA$6.0b14.5x17.2x0.8x
Sun, 29 Jan 2023CA$104.8bCA$120.5bCA$6.5b13.4x16.1x0.9x
Price to Earnings Ratio

16.1x


Total Market Cap: CA$104.8bTotal Earnings: CA$6.5bTotal Revenue: CA$120.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.2x202420252026
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 23.3x which is higher than its 3-year average PE of 18.2x.
  • The 3-year average PS ratio of 0.94x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 5.6% per year over the last three years.
  • Revenues for these companies have grown 6.4% 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 Market0.33%
Consumer Discretionary-2.34%
Luxury4.19%
Consumer Durables3.19%
Leisure1.93%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Specialty Stores-1.79%
Auto Components-3.04%
Hospitality-3.19%
General Merchandise and Department Stores-3.78%
Consumer Services-9.64%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 10.1x.
    • 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 8.6% 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
GIL Gildan ActivewearCA$91.685.6%
+CA$730.5m		25.2%PE20.8x
DOO BRPCA$109.882.0%
+CA$157.1m		43.3%PE33.1x
LNR LinamarCA$89.392.3%
+CA$122.5m		52.6%PE22.1x
ACQ AutoCanadaCA$27.1610.1%
+CA$57.7m		39.9%PE29.6x
TOY Spin MasterCA$19.131.7%
+CA$31.4m		-39.0%PE24.4x

Latest News

MTY
CA$40.66
MTY Food Group
7D
1.7%
1Y
-18.2%
ACQ
CA$27.16
AutoCanada
7D
10.1%
1Y
39.9%
GRGD
CA$76.67
Groupe Dynamite
7D
-2.3%
1Y
351.3%
TOY
CA$19.13
Spin Master
7D
1.7%
1Y
-39.0%

TOY: Share Buybacks Will Support Future Upside Despite Higher Impairment Charges

Analysts have trimmed their fair value estimate for Spin Master from about $23.90 to roughly $21.85. They attribute this change to updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
GIL
CA$91.68
Gildan Activewear
7D
5.6%
1Y
25.2%

GIL: Share Repurchases And Steady Guidance Will Support Stronger Future Returns

Analysts have kept their fair value estimate for Gildan Activewear effectively unchanged at about $101 per share, with small tweaks to inputs like the discount rate, revenue growth, profit margin, and future P/E that help fine-tune rather than reset their overall view. What's in the News Between June 30, 2025 and August 8, 2025, Gildan Activewear repurchased 855,000 shares, representing 0.57% of shares, for $45m under its existing buyback program (Key Developments).
ATZ
CA$123.67
Aritzia
7D
-2.4%
1Y
79.2%
MG
CA$75.04
Magna International
7D
-4.4%
1Y
30.4%
DTOL
CA$11.50
D2L
7D
-10.5%
1Y
-39.0%

There's Been No Shortage Of Growth Recently For D2L's (TSE:DTOL) Returns On Capital

Jan 16
There's Been No Shortage Of Growth Recently For D2L's (TSE:DTOL) Returns On Capital
GOOS
CA$17.40
Canada Goose Holdings
7D
-6.0%
1Y
18.2%
DOL
CA$193.01
Dollarama
7D
-3.9%
1Y
39.4%
DOO
CA$109.88
BRP
7D
2.0%
1Y
43.3%
CTC.A
CA$171.61
Canadian Tire Corporation
7D
-3.0%
1Y
7.5%

CTC.A: Dividends And Buybacks Will Continue To Underpin Balanced Returns

Analysts have kept their fair value estimate for Canadian Tire Corporation effectively unchanged at about $180.55 per share, with only slight tweaks to assumptions such as discount rate and future P/E. They are using this figure as the basis for a stable price target in their latest update.
LNR
CA$89.39
Linamar
7D
2.3%
1Y
52.6%

Linamar (TSE:LNR) Seems To Use Debt Quite Sensibly

Jan 07
Linamar (TSE:LNR) Seems To Use Debt Quite Sensibly
DII.B
CA$2.15
Dorel Industries
7D
15.0%
1Y
-55.3%
BPF.UN
CA$23.37
Boston Pizza Royalties Income Fund
7D
1.9%
1Y
37.3%
QSP.UN
CA$93.88
Restaurant Brands International Limited Partnership
7D
-3.6%
1Y
6.7%