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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedJan 31, 2026
DataAggregated Company Financials
Companies54
  • 7D-4.4%
  • 3M2.6%
  • 1Y24.0%
  • YTD-5.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.4%, driven by a pullback from Dollarama of 4.5%. In the past year, the industry has gained 24%. 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
Sat, 31 Jan 2026CA$171.9bCA$144.0bCA$7.6b19.3x22.6x1.2x
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
Price to Earnings Ratio

16.3x


Total Market Cap: CA$106.9bTotal Earnings: CA$6.5bTotal Revenue: CA$121.3bTotal 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 22.6x which is higher than its 3-year average PE of 18.2x.
  • The 3-year average PS ratio of 0.95x 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 5.2% 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 Market-3.80%
Consumer Discretionary-4.42%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Consumer Durables-1.87%
Hospitality-2.33%
Luxury-3.56%
Auto Components-3.82%
General Merchandise and Department Stores-4.57%
Consumer Services-5.89%
Leisure-6.50%
Specialty Stores-6.90%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 11.0x.
    • 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
ACQ AutoCanadaCA$27.863.8%
+CA$23.8m		40.4%PE30.4x
MENE MeneCA$0.2130.3%
+CA$13.0m		72.0%PS2x
XAU GoldmoneyCA$11.4810.0%
+CA$13.0m		34.6%PE4.8x
IFA iFabricCA$2.2022.2%
+CA$12.1m		107.5%PE42.4x
MTY MTY Food GroupCA$42.410.8%
+CA$7.3m		-16.0%PE30.6x

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CTC.A
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Canadian Tire Corporation
7D
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1Y
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MTY
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7D
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1Y
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DOO
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BRP
7D
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Groupe Dynamite
7D
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MG
CA$69.61
Magna International
7D
-4.5%
1Y
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AutoCanada
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DOL
CA$183.50
Dollarama
7D
-4.5%
1Y
33.4%

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GIL
CA$88.47
Gildan Activewear
7D
-3.5%
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QSP.UN
CA$91.50
Restaurant Brands International Limited Partnership
7D
-2.5%
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JJ
CA$0.095
Jackpot Digital
7D
18.8%
1Y
26.7%