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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedMar 30, 2026
DataAggregated Company Financials
Companies54
  • 7D-0.8%
  • 3M-10.7%
  • 1Y26.0%
  • YTD-7.7%

Last week, the Consumer Discretionary industry hasn't moved much but Groupe Dynamite is up 8.5% in that time. The past year has been better, since the industry has gained 26% in that time. Looking forward, 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
Mon, 30 Mar 2026CA$171.0bCA$146.7bCA$7.4b15.1x23x1.2x
Wed, 25 Feb 2026CA$191.1bCA$144.7bCA$7.1b18.1x26.7x1.3x
Fri, 23 Jan 2026CA$179.8bCA$145.0bCA$7.7b21x23.4x1.2x
Sun, 21 Dec 2025CA$183.5bCA$144.7bCA$7.6b20.1x24.1x1.3x
Tue, 18 Nov 2025CA$172.9bCA$145.5bCA$7.5b18.6x22.9x1.2x
Thu, 16 Oct 2025CA$165.6bCA$145.3bCA$7.8b18.5x21.3x1.1x
Sat, 13 Sep 2025CA$166.3bCA$143.9bCA$7.7b17.6x21.7x1.2x
Mon, 11 Aug 2025CA$157.7bCA$143.4bCA$7.6b17.5x20.7x1.1x
Wed, 09 Jul 2025CA$157.9bCA$142.4bCA$7.6b16.4x20.8x1.1x
Fri, 06 Jun 2025CA$150.6bCA$142.1bCA$7.5b15.7x20.1x1.1x
Sun, 04 May 2025CA$133.8bCA$136.6bCA$7.2b15.5x18.5x1x
Tue, 01 Apr 2025CA$132.0bCA$140.8bCA$7.1b15.6x18.7x0.9x
Thu, 27 Feb 2025CA$139.9bCA$150.3bCA$7.8b14.9x18x0.9x
Sat, 25 Jan 2025CA$142.3bCA$149.1bCA$8.2b16.1x17.4x1x
Mon, 23 Dec 2024CA$142.3bCA$148.8bCA$8.1b15.2x17.5x1x
Wed, 20 Nov 2024CA$141.1bCA$145.8bCA$7.9b14.3x18x1x
Fri, 18 Oct 2024CA$140.5bCA$144.8bCA$7.5b17.8x18.6x1x
Sun, 15 Sep 2024CA$137.2bCA$144.5bCA$7.5b17.4x18.3x1x
Tue, 13 Aug 2024CA$135.4bCA$146.8bCA$7.8b15.4x17.3x0.9x
Thu, 11 Jul 2024CA$132.6bCA$145.5bCA$7.9b13.7x16.7x0.9x
Sat, 08 Jun 2024CA$135.1bCA$146.4bCA$8.0b13.8x16.9x0.9x
Mon, 06 May 2024CA$133.7bCA$146.9bCA$7.9b13.7x16.8x0.9x
Wed, 03 Apr 2024CA$137.2bCA$145.6bCA$8.0b14.8x17.2x0.9x
Fri, 01 Mar 2024CA$136.5bCA$145.4bCA$8.1b15.4x16.9x0.9x
Sun, 28 Jan 2024CA$139.1bCA$149.5bCA$7.7b15.8x18x0.9x
Tue, 26 Dec 2023CA$137.4bCA$148.4bCA$7.7b16.3x17.8x0.9x
Thu, 23 Nov 2023CA$109.1bCA$145.4bCA$7.0b15.3x15.7x0.7x
Sat, 21 Oct 2023CA$103.1bCA$143.7bCA$7.2b14.3x14.3x0.7x
Mon, 18 Sep 2023CA$108.5bCA$142.5bCA$7.2b15.5x15.2x0.8x
Wed, 16 Aug 2023CA$112.0bCA$141.9bCA$7.0b16.5x15.9x0.8x
Fri, 14 Jul 2023CA$114.7bCA$135.7bCA$6.4b16.7x17.9x0.8x
Sun, 11 Jun 2023CA$109.5bCA$136.8bCA$6.5b15.5x17x0.8x
Tue, 09 May 2023CA$111.7bCA$135.9bCA$6.4b16.3x17.3x0.8x
Thu, 06 Apr 2023CA$107.6bCA$134.3bCA$6.8b13.1x15.9x0.8x
Price to Earnings Ratio

15.9x


Total Market Cap: CA$107.6bTotal Earnings: CA$6.8bTotal Revenue: CA$134.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.7x202420252026
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 23.0x which is higher than its 3-year average PE of 18.7x.
  • The 3-year average PS ratio of 0.97x 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 3.2% per year over the last three years.
  • Revenues for these companies have grown 3.0% 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 Market2.28%
Consumer Discretionary-0.82%
Consumer Durables10.72%
Leisure6.84%
Auto Components4.91%
Specialty Stores3.36%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Hospitality-0.34%
Luxury-1.73%
Consumer Services-5.11%
General Merchandise and Department Stores-6.20%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 22.9x.
    • Analysts are expecting annual earnings growth of 21.8%, which is lower than the prior year's growth of 431.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 10% 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
DOO BRPCA$91.833.0%
+CA$167.7m		89.0%PE19.6x
LNR LinamarCA$84.780.9%
+CA$43.4m		70.1%PE8.6x
ACQ AutoCanadaCA$19.037.6%
+CA$31.1m		16.7%PE20.4x
ROOT RootsCA$3.9913.4%
+CA$18.4m		66.3%PS0.6x
DII.B Dorel IndustriesCA$1.7711.3%
+CA$6.2m		-16.1%PS0.04x

Latest News

DOO
CA$91.83
BRP
7D
3.0%
1Y
89.0%
XX
CA$1.48
Avante
7D
5.7%
1Y
52.6%
DTOL
CA$7.40
D2L
7D
-9.0%
1Y
-54.0%

DTOL: Lower P E Expectations Will Support Upside As Execution Progresses

Narrative update D2L's analyst price target has been revised down by CA$0.70 to reflect lower Street targets and a reduced future P/E assumption, while analysts continue to hold relatively steady expectations for revenue growth and profit margins. Analyst Commentary Recent Street research on D2L reflects a more cautious stance on valuation, with price targets adjusted lower and at least one downgrade, even as expectations for revenue growth and margins remain generally intact.
DOL
CA$166.76
Dollarama
7D
-10.6%
1Y
8.4%
ACQ
CA$19.03
AutoCanada
7D
7.6%
1Y
16.7%

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Mar 27
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CTC.A
CA$181.09
Canadian Tire Corporation
7D
-0.9%
1Y
21.2%

CTC.A: Loyalty And AI Partnerships Will Shape Cautious Fair Value Outlook

Analysts have increased their average price target on Canadian Tire Corporation to a range of CA$180 to CA$205, reflecting updated views on Canadian consumer health and sales trends while keeping fair value estimates broadly unchanged. Analyst Commentary Recent research updates cluster around higher price targets for Canadian Tire, with most analysts keeping their overall stance intact while fine tuning expectations on execution and consumer demand.
TOY
CA$17.60
Spin Master
7D
-2.4%
1Y
-26.8%
LNR
CA$84.78
Linamar
7D
0.9%
1Y
70.1%
GRGD
CA$69.25
Groupe Dynamite
7D
-5.2%
1Y
405.1%
ATZ
CA$107.24
Aritzia
7D
-3.5%
1Y
112.0%

ATZ: Higher Margin Execution Will Support Stronger Long Term Earnings Power

Aritzia's analyst price target has been raised to a range of CA$135 to CA$155, with analysts citing their updated assumptions for revenue growth, profit margins and forward P/E as key support for the higher valuations. Analyst Commentary Street research on Aritzia is skewed toward higher valuation ranges, with several bullish analysts lifting their price targets into the CA$135 to CA$155 band.
PESO
CA$0.41
PesoRama
7D
5.2%
1Y
161.3%
DII.B
CA$1.77
Dorel Industries
7D
11.3%
1Y
-16.1%
GIL
CA$75.57
Gildan Activewear
7D
-3.6%
1Y
18.8%

GIL: Dividend Growth And Bangladesh Expansion Will Support Future Upside

Analysts have raised their price target on Gildan Activewear by roughly CA$1.30, citing updated assumptions that combine a slightly higher discount rate with lower projected revenue growth, a higher profit margin, and a more conservative future P/E multiple. What's in the News The company plans to construct a second textile facility in the Bangladesh complex over the next 18 months, with initial production targeted for late 2027 and capital expenditure expected to remain within existing capex guidance (company announcement).
QSP.UN
CA$100.83
Restaurant Brands International Limited Partnership
7D
-2.6%
1Y
4.5%
DBO
CA$0.74
D-BOX Technologies
7D
3.5%
1Y
351.5%
ROOT
CA$3.99
Roots
7D
13.4%
1Y
66.3%