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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedNov 30, 2022
DataAggregated Company Financials
Companies88
  • 7D0.1%
  • 3M5.8%
  • 1Y-9.9%
  • YTD-14.9%

The Consumer Discretionary industry has stayed flat over the last week. As for the longer term, the industry has declined 9.9% in the last year. As for the next few years, earnings are expected to grow by 19% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022CA$102.2bCA$122.4bCA$6.5b14.8x15.8x0.8x
Fri, 28 Oct 2022CA$97.4bCA$119.0bCA$5.8b13.6x16.8x0.8x
Sun, 25 Sep 2022CA$93.6bCA$119.1bCA$5.8b13.8x16.1x0.8x
Tue, 23 Aug 2022CA$99.0bCA$116.2bCA$5.7b15.1x17.5x0.9x
Thu, 21 Jul 2022CA$95.3bCA$112.5bCA$6.3b14.6x15.1x0.8x
Sat, 18 Jun 2022CA$86.3bCA$113.2bCA$6.4b13.2x13.6x0.8x
Mon, 16 May 2022CA$96.1bCA$112.4bCA$6.2b14.4x15.5x0.9x
Wed, 13 Apr 2022CA$102.3bCA$109.2bCA$6.4b15.5x16x0.9x
Fri, 11 Mar 2022CA$99.9bCA$111.6bCA$6.4b15.1x15.5x0.9x
Sun, 06 Feb 2022CA$114.4bCA$110.6bCA$6.4b15.2x17.9x1x
Tue, 04 Jan 2022CA$119.4bCA$110.4bCA$6.4b16.3x18.7x1.1x
Thu, 02 Dec 2021CA$115.1bCA$110.3bCA$6.4b15.8x18.1x1x
Sat, 30 Oct 2021CA$115.8bCA$109.5bCA$6.7b18.1x17.3x1.1x
Mon, 27 Sep 2021CA$120.4bCA$110.7bCA$6.6b18.3x18.1x1.1x
Wed, 25 Aug 2021CA$123.0bCA$108.1bCA$6.5b18.2x18.8x1.1x
Thu, 01 Jul 2021CA$126.4bCA$106.7bCA$5.8b16.2x21.8x1.2x
Sun, 04 Apr 2021CA$118.2bCA$98.4bCA$3.2b20.9x37x1.2x
Wed, 06 Jan 2021CA$103.8bCA$94.7bCA$2.2b22.3x46.2x1.1x
Sat, 10 Oct 2020CA$83.6bCA$96.9bCA$2.0b15.2x42.4x0.9x
Fri, 03 Jul 2020CA$78.5bCA$99.7bCA$1.3b14.9x58.3x0.8x
Mon, 06 Apr 2020CA$60.3bCA$116.7bCA$4.5b8.2x13.3x0.5x
Thu, 09 Jan 2020CA$99.4bCA$114.1bCA$6.2b13.7x16.1x0.9x
Price to Earnings Ratio

17.7x


Total Market Cap: CA$102.2bTotal Earnings: CA$5.8bTotal Revenue: CA$117.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 26.7x202020212022
Current Industry PE
  • Investors are pessimistic on the Canadian Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 15.8x which is lower than its 3-year average PE of 26.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.94x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 3.9% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Canadian Consumer Discretionary sector?

CA Market0.22%
Consumer Discretionary0.12%
Retail Distributors4.85%
Leisure4.57%
Consumer Durables2.46%
Auto2.08%
General Merchanise and Department Stores1.28%
Consumer Services0.16%
Hospitality0.12%
Online Retail and Ecommerce-0.20%
Luxury-0.33%
Auto Components-0.65%
Specialty Stores-0.75%
Industry PE
  • Investors are most optimistic about the Retail Distributors industry which is trading above its 3-year average PE ratio of 1.3x.
    • Analysts are expecting annual earnings growth of 38.3% and investors are willing to pay a premium for that growth.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 86% over the next 5 years.
  • This is better than its past earnings decline of 4.4% per year.
  • In contrast, the Leisure industry is expected to see its earnings decline by 3.3% 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
DOL DollaramaCA$81.442.3%
+CA$525.7m
47.6%PE31.5x
DOO BRPCA$97.113.8%
+CA$277.1m
-3.8%PE11x
TOY Spin MasterCA$34.575.0%
+CA$168.8m
-25.3%PE8.7x
CTC.A Canadian Tire CorporationCA$148.901.3%
+CA$110.2m
-11.8%PE8.5x
PET Pet Valu HoldingsCA$39.503.9%
+CA$105.3m
17.7%PE27.5x
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Latest News

GIL

CA$38.17

Gildan Activewear

7D

-0.6%

1Y

-26.2%

DOO

CA$97.11

BRP

7D

3.8%

1Y

-3.8%

DIV

CA$3.02

Diversified Royalty

7D

3.8%

1Y

10.2%

TOY

CA$34.57

Spin Master

7D

5.0%

1Y

-25.3%

PET

CA$39.50

Pet Valu Holdings

7D

3.9%

1Y

17.7%

ABCT

CA$5.07

ABC Technologies Holdings

7D

-2.3%

1Y

-28.5%

NVG

CA$0.04

Nass Valley Gateway

7D

-42.9%

1Y

-70.4%

DOL

CA$81.44

Dollarama

7D

2.3%

1Y

47.6%

LNR

CA$66.20

Linamar

7D

1.5%

1Y

-9.7%

PLC

CA$25.38

Park Lawn

7D

-1.1%

1Y

-37.5%

CTC.A

CA$148.90

Canadian Tire Corporation

7D

1.3%

1Y

-11.8%

MG

CA$81.84

Magna International

7D

-1.1%

1Y

-14.5%

TAIG

CA$3.55

Taiga Motors

7D

-6.1%

1Y

-45.4%

PBL

CA$18.99

Pollard Banknote

7D

-2.2%

1Y

-48.5%