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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedAug 27, 2025
DataAggregated Company Financials
Companies54
  • 7D-0.9%
  • 3M14.8%
  • 1Y16.3%
  • YTD17.6%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Magna International gained 5.3%. The past year has been better, since the industry has gained 17% in that time. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 Aug 2025CA$162.8bCA$143.6bCA$7.6b17.8x21.4x1.1x
Fri, 25 Jul 2025CA$161.8bCA$142.4bCA$7.6b17.8x21.2x1.1x
Sun, 22 Jun 2025CA$152.9bCA$142.7bCA$7.6b15.9x20.2x1.1x
Tue, 20 May 2025CA$142.2bCA$136.2bCA$7.4b16x19.1x1x
Thu, 17 Apr 2025CA$130.2bCA$138.0bCA$7.0b15x18.7x0.9x
Sat, 15 Mar 2025CA$136.6bCA$150.2bCA$7.2b17.1x19x0.9x
Mon, 10 Feb 2025CA$139.3bCA$148.7bCA$8.2b15.2x17.1x0.9x
Wed, 08 Jan 2025CA$141.8bCA$148.8bCA$8.1b14.6x17.4x1x
Fri, 06 Dec 2024CA$145.5bCA$147.1bCA$8.0b15x18.1x1x
Sun, 03 Nov 2024CA$138.9bCA$145.1bCA$7.7b17x18.1x1x
Tue, 01 Oct 2024CA$139.3bCA$144.1bCA$7.5b17.6x18.6x1x
Thu, 29 Aug 2024CA$140.6bCA$144.7bCA$7.7b17.2x18.2x1x
Sat, 27 Jul 2024CA$136.9bCA$146.7bCA$8.0b14x17.1x0.9x
Mon, 24 Jun 2024CA$131.1bCA$145.9bCA$8.0b13.5x16.5x0.9x
Wed, 22 May 2024CA$135.2bCA$147.2bCA$8.0b13.9x16.8x0.9x
Fri, 19 Apr 2024CA$132.5bCA$146.8bCA$8.2b13.9x16.1x0.9x
Sun, 17 Mar 2024CA$136.1bCA$145.8bCA$8.1b15.2x16.9x0.9x
Tue, 13 Feb 2024CA$136.0bCA$145.3bCA$7.8b15.8x17.4x0.9x
Thu, 11 Jan 2024CA$136.7bCA$149.1bCA$7.8b15.8x17.6x0.9x
Sat, 09 Dec 2023CA$106.9bCA$144.6bCA$6.9b15.4x15.6x0.7x
Mon, 06 Nov 2023CA$104.8bCA$145.7bCA$7.2b14.8x14.6x0.7x
Wed, 04 Oct 2023CA$104.2bCA$143.3bCA$7.2b14.6x14.5x0.7x
Fri, 01 Sep 2023CA$111.8bCA$142.0bCA$7.0b16x15.9x0.8x
Sun, 30 Jul 2023CA$116.5bCA$136.7bCA$6.4b16.5x18.1x0.9x
Tue, 27 Jun 2023CA$109.4bCA$135.7bCA$6.4b15.5x17x0.8x
Thu, 25 May 2023CA$109.1bCA$137.6bCA$6.5b15.2x16.9x0.8x
Sat, 22 Apr 2023CA$110.9bCA$134.9bCA$6.8b15.8x16.4x0.8x
Mon, 20 Mar 2023CA$87.6bCA$108.0bCA$5.0b13.9x17.6x0.8x
Wed, 15 Feb 2023CA$102.2bCA$122.0bCA$6.5b14x15.8x0.8x
Fri, 13 Jan 2023CA$104.6bCA$120.8bCA$6.5b13.5x16x0.9x
Sun, 11 Dec 2022CA$102.2bCA$122.2bCA$6.6b15.6x15.5x0.8x
Tue, 08 Nov 2022CA$96.6bCA$121.3bCA$6.5b13.6x14.9x0.8x
Thu, 06 Oct 2022CA$94.5bCA$119.7bCA$5.8b14.3x16.2x0.8x
Sat, 03 Sep 2022CA$97.5bCA$116.5bCA$5.7b13.9x17.1x0.8x
Price to Earnings Ratio

17.1x


Total Market Cap: CA$97.5bTotal Earnings: CA$5.7bTotal Revenue: CA$116.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 17.3x202320242025
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 21.5x which is higher than its 3-year average PE of 17.3x.
  • The 3-year average PS ratio of 0.89x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 9.9% per year over the last three years.
  • Revenues for these companies have grown 7.2% 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 Market1.91%
Consumer Discretionary-0.89%
Retail Distributors6.25%
Auto Components3.70%
Consumer Durables3.12%
Specialty Stores1.50%
Consumer Services0.38%
Online Retail and Ecommerce0%0
Leisure-1.44%
General Merchandise and Department Stores-1.63%
Luxury-2.08%
Hospitality-3.28%
Auto-50.00%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 21.1x.
    • Analysts are expecting annual earnings growth of 8.1%, which is lower than the prior year's growth of 67.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 0.2% per year.
  • In contrast, the Consumer Services industry is expected to see its earnings decline by 8.1% 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
MG Magna InternationalCA$64.184.1%
+CA$718.5m		12.4%PE10.8x
ATZ AritziaCA$79.245.1%
+CA$440.9m		68.1%PE38.9x
CTC.A Canadian Tire CorporationCA$171.923.3%
+CA$297.4m		9.4%PE11.4x
GOOS Canada Goose HoldingsCA$16.818.2%
+CA$124.2m		7.5%PE34.7x
LNR LinamarCA$74.092.0%
+CA$85.5m		16.2%PE21.1x

Latest News

GOOS
CA$16.81
Canada Goose Holdings
7D
8.2%
1Y
7.5%

Returns On Capital At Canada Goose Holdings (TSE:GOOS) Paint A Concerning Picture

Aug 26
Returns On Capital At Canada Goose Holdings (TSE:GOOS) Paint A Concerning Picture
PET
CA$38.36
Pet Valu Holdings
7D
3.1%
1Y
57.5%
ACQ
CA$33.85
AutoCanada
7D
7.8%
1Y
132.8%
PBL
CA$19.61
Pollard Banknote
7D
-3.2%
1Y
-21.2%
DOO
CA$78.70
BRP
7D
-2.1%
1Y
-17.3%

Lean Savings And New Products Will Unlock Future Powersports Potential

Analysts raised BRP’s price target from CA$69.56 to CA$73.06 on increased confidence in demand trends, market share gains, cost discipline, and improved margin outlook. Analyst Commentary Bullish analysts cited improving retail demand trends and stronger than expected seasonality in key product categories.
ATZ
CA$79.24
Aritzia
7D
5.1%
1Y
68.1%
GIL
CA$75.83
Gildan Activewear
7D
-3.3%
1Y
25.7%
LNR
CA$74.09
Linamar
7D
2.0%
1Y
16.2%
BPF.UN
CA$21.36
Boston Pizza Royalties Income Fund
7D
-2.6%
1Y
26.0%
GRGD
CA$34.96
Groupe Dynamite
7D
-7.0%
1Y
n/a
QSP.UN
CA$88.65
Restaurant Brands International Limited Partnership
7D
0.2%
1Y
-5.0%
CTC.A
CA$171.92
Canadian Tire Corporation
7D
3.3%
1Y
9.4%
MG
CA$64.18
Magna International
7D
4.1%
1Y
12.4%

China Expansion And Operational Improvements Will Lead To Future Success

The upward revision in Magna International’s price target reflects improved consensus expectations for both revenue growth and net profit margins, resulting in a new fair value estimate of CA$65.80. What's in the News Magna completed its share buyback program, repurchasing 5,851,327 shares (2.04%) for $253 million, with no shares repurchased from April to June 2025.
DOL
CA$192.07
Dollarama
7D
-2.5%
1Y
40.1%
MTY
CA$38.94
MTY Food Group
7D
-1.3%
1Y
-12.1%
GBT
CA$12.75
BMTC Group
7D
-4.5%
1Y
-3.4%

BMTC Group's (TSE:GBT) Earnings Are Weaker Than They Seem

Jun 12
BMTC Group's (TSE:GBT) Earnings Are Weaker Than They Seem