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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedApr 22, 2025
DataAggregated Company Financials
Companies55
  • 7D-1.0%
  • 3M-4.7%
  • 1Y3.2%
  • YTD-4.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.0%, driven by a pullback from Restaurant Brands International Limited Partnership of 4.1%. Meanwhile, Groupe Dynamite actually outperformed within the industry, gaining 21% in the last week. In the past year, the industry has gained 3.2%. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 22 Apr 2025CA$129.0bCA$137.8bCA$7.0b15x18.5x0.9x
Thu, 20 Mar 2025CA$137.0bCA$150.0bCA$7.2b16.9x19.1x0.9x
Sat, 15 Feb 2025CA$140.4bCA$149.1bCA$7.1b18.6x19.8x0.9x
Mon, 13 Jan 2025CA$139.9bCA$149.3bCA$8.2b14.5x17.1x0.9x
Wed, 11 Dec 2024CA$145.9bCA$147.7bCA$8.0b15.1x18.1x1x
Fri, 08 Nov 2024CA$138.7bCA$145.3bCA$7.6b16.3x18.2x1x
Sun, 06 Oct 2024CA$139.3bCA$143.4bCA$7.4b17.9x18.7x1x
Tue, 03 Sep 2024CA$139.5bCA$144.7bCA$7.7b17.3x18x1x
Thu, 01 Aug 2024CA$138.5bCA$146.6bCA$7.9b14x17.5x0.9x
Sat, 29 Jun 2024CA$131.3bCA$145.9bCA$8.0b13.7x16.5x0.9x
Mon, 27 May 2024CA$133.1bCA$147.2bCA$8.0b12.9x16.6x0.9x
Wed, 24 Apr 2024CA$134.2bCA$146.2bCA$8.2b14x16.4x0.9x
Fri, 22 Mar 2024CA$138.4bCA$145.7bCA$8.1b15x17.2x0.9x
Sun, 18 Feb 2024CA$135.4bCA$144.8bCA$7.3b15.7x18.6x0.9x
Tue, 16 Jan 2024CA$138.0bCA$149.4bCA$7.7b16x17.9x0.9x
Thu, 14 Dec 2023CA$105.0bCA$144.1bCA$6.8b15.3x15.4x0.7x
Sat, 11 Nov 2023CA$104.2bCA$145.9bCA$7.0b14.5x15x0.7x
Mon, 09 Oct 2023CA$103.9bCA$143.3bCA$7.2b14.7x14.5x0.7x
Wed, 06 Sep 2023CA$111.9bCA$142.7bCA$7.1b16x15.8x0.8x
Fri, 04 Aug 2023CA$116.6bCA$137.3bCA$6.4b16.6x18.3x0.8x
Sun, 02 Jul 2023CA$115.3bCA$136.2bCA$6.4b16.7x17.9x0.8x
Tue, 30 May 2023CA$109.6bCA$137.6bCA$6.5b15.5x17x0.8x
Thu, 27 Apr 2023CA$109.9bCA$135.5bCA$6.8b15.6x16.2x0.8x
Sat, 25 Mar 2023CA$106.1bCA$135.8bCA$6.9b13.3x15.4x0.8x
Mon, 20 Feb 2023CA$103.6bCA$123.1bCA$6.5b14.2x15.9x0.8x
Wed, 18 Jan 2023CA$105.1bCA$120.9bCA$6.5b13.5x16.1x0.9x
Fri, 16 Dec 2022CA$101.3bCA$122.4bCA$6.6b15.3x15.4x0.8x
Sun, 13 Nov 2022CA$100.0bCA$120.6bCA$6.4b13.7x15.7x0.8x
Tue, 11 Oct 2022CA$91.2bCA$120.1bCA$5.8b14.2x15.6x0.8x
Thu, 08 Sep 2022CA$96.3bCA$116.8bCA$5.7b13.9x16.8x0.8x
Sat, 06 Aug 2022CA$98.7bCA$114.0bCA$5.6b16.1x17.6x0.9x
Mon, 04 Jul 2022CA$89.3bCA$112.5bCA$6.3b13.8x14.2x0.8x
Wed, 01 Jun 2022CA$96.7bCA$111.1bCA$6.1b14.8x15.7x0.9x
Fri, 29 Apr 2022CA$100.8bCA$110.3bCA$6.4b14.8x15.8x0.9x
Price to Earnings Ratio

15.8x


Total Market Cap: CA$100.8bTotal Earnings: CA$6.4bTotal Revenue: CA$110.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 16.7x202320242025
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 18.5x which is higher than its 3-year average PE of 16.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 3.0% per year over the last three years.
  • Revenues for these companies have grown 7.7% 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 Market0.68%
Consumer Discretionary-1.00%
Specialty Stores2.01%
General Merchandise and Department Stores0.35%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Luxury-1.36%
Auto Components-1.81%
Consumer Services-2.02%
Leisure-3.23%
Hospitality-3.44%
Consumer Durables-6.23%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings decline of 0 so the market might believe that analysts are underestimating future growth.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is better than its past earnings decline of 6.7% per year.
  • In contrast, the Consumer Services industry is expected to see its earnings growth to stay flat 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$14.0221.1%
+CA$256.1m		n/aPE11.2x
DOL DollaramaCA$168.000.4%
+CA$163.4m		47.3%PE39.8x
GOOS Canada Goose HoldingsCA$11.304.1%
+CA$42.6m		-28.0%PE15x
MTY MTY Food GroupCA$40.213.9%
+CA$34.5m		-14.6%PE107.4x
CTC.A Canadian Tire CorporationCA$147.920.4%
+CA$28.9m		9.6%PE9.3x
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QSP.UN

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DOL

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BILD

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GRGD

CA$14.02

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GIL

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DIV

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PET

CA$26.37

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AW

CA$31.30

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GOOS

CA$11.30

Canada Goose Holdings

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4.1%

1Y

-28.0%

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TOY

CA$22.13

Spin Master

7D

-3.2%

1Y

-28.1%

DOO

CA$45.37

BRP

7D

-10.8%

1Y

-51.8%

CTC.A

CA$147.92

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0.4%

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9.6%

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