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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedJun 06, 2026
DataAggregated Company Financials
Companies53
  • 7D0.2%
  • 3M1.6%
  • 1Y24.6%
  • YTD1.2%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Restaurant Brands International Limited Partnership declined by 4.5%. The past year has been better, since the industry has gained 25% in that time. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 06 Jun 2026CA$185.8bCA$149.7bCA$7.6b14.7x24.6x1.2x
Mon, 04 May 2026CA$185.3bCA$145.7bCA$7.3b16.2x25.5x1.3x
Wed, 01 Apr 2026CA$171.6bCA$146.9bCA$7.4b15x23.1x1.2x
Fri, 27 Feb 2026CA$194.6bCA$144.9bCA$7.0b18.7x27.7x1.3x
Sun, 25 Jan 2026CA$178.4bCA$144.4bCA$7.6b20.6x23.3x1.2x
Tue, 23 Dec 2025CA$183.5bCA$144.5bCA$7.6b19.9x24.2x1.3x
Thu, 20 Nov 2025CA$171.2bCA$145.5bCA$7.6b19x22.7x1.2x
Sat, 18 Oct 2025CA$167.0bCA$145.1bCA$7.8b18.6x21.5x1.2x
Mon, 15 Sep 2025CA$165.1bCA$143.9bCA$7.7b17.6x21.5x1.1x
Wed, 13 Aug 2025CA$158.1bCA$143.5bCA$7.6b17.8x20.8x1.1x
Fri, 11 Jul 2025CA$159.6bCA$142.3bCA$7.6b16.7x21x1.1x
Sun, 08 Jun 2025CA$150.3bCA$142.3bCA$7.5b15.9x20.1x1.1x
Tue, 06 May 2025CA$133.8bCA$136.6bCA$7.2b15.5x18.5x1x
Thu, 03 Apr 2025CA$133.0bCA$140.4bCA$7.0b16.5x18.9x0.9x
Sat, 01 Mar 2025CA$140.9bCA$151.0bCA$7.8b15x18x0.9x
Mon, 27 Jan 2025CA$143.0bCA$149.1bCA$8.2b16.1x17.5x1x
Wed, 25 Dec 2024CA$142.7bCA$148.9bCA$8.1b15.2x17.5x1x
Fri, 22 Nov 2024CA$139.1bCA$145.8bCA$7.9b14.3x17.7x1x
Sun, 20 Oct 2024CA$141.4bCA$144.8bCA$7.5b17.9x18.8x1x
Tue, 17 Sep 2024CA$137.2bCA$144.5bCA$7.5b17.3x18.3x1x
Thu, 15 Aug 2024CA$135.7bCA$146.2bCA$7.9b16.4x17.3x0.9x
Sat, 13 Jul 2024CA$134.1bCA$145.6bCA$7.9b13.8x16.9x0.9x
Mon, 10 Jun 2024CA$135.1bCA$146.4bCA$8.0b13.8x16.9x0.9x
Wed, 08 May 2024CA$135.3bCA$147.1bCA$8.0b13.8x17x0.9x
Fri, 05 Apr 2024CA$135.7bCA$145.6bCA$8.1b14.6x16.7x0.9x
Sun, 03 Mar 2024CA$136.1bCA$145.4bCA$8.0b15.4x16.9x0.9x
Tue, 30 Jan 2024CA$139.1bCA$149.3bCA$7.7b15.9x18x0.9x
Thu, 28 Dec 2023CA$137.9bCA$148.1bCA$7.7b16.2x17.9x0.9x
Sat, 25 Nov 2023CA$107.2bCA$145.0bCA$6.9b15.3x15.5x0.7x
Mon, 23 Oct 2023CA$103.1bCA$143.7bCA$7.2b14.3x14.3x0.7x
Wed, 20 Sep 2023CA$107.2bCA$142.1bCA$7.1b15.4x15x0.8x
Fri, 18 Aug 2023CA$111.5bCA$142.1bCA$7.0b16.3x15.8x0.8x
Sun, 16 Jul 2023CA$114.2bCA$136.3bCA$6.4b16.6x17.8x0.8x
Tue, 13 Jun 2023CA$110.0bCA$136.9bCA$6.5b15.4x17x0.8x
Price to Earnings Ratio

17x


Total Market Cap: CA$110.0bTotal Earnings: CA$6.5bTotal Revenue: CA$136.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 19.2x202420252026
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 24.6x which is higher than its 3-year average PE of 19.2x.
  • The 3-year average PS ratio of 1.00x 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 5.4% 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 Market-1.18%
Consumer Discretionary0.21%
Retail Distributors50.00%
Consumer Durables14.52%
Leisure5.03%
Auto Components2.61%
General Merchandise and Department Stores2.49%
Specialty Stores0.30%
Consumer Services0.28%
Auto0%0
Online Retail and Ecommerce0%0
Hospitality-4.11%
Luxury-4.39%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 26.1x.
    • Analysts are expecting annual earnings growth of 24.0%, which is lower than the prior year's growth of 68.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 58% over the next 5 years.
  • This is better than its past earnings decline of 65% 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
DOL DollaramaCA$181.222.8%
+CA$1.3b		2.9%PE37.5x
MG Magna InternationalCA$92.133.1%
+CA$756.8m		83.7%PE26.8x
DOO BRPCA$84.636.2%
+CA$361.6m		32.3%PE20.1x
ATZ AritziaCA$157.751.9%
+CA$337.9m		133.2%PE47.3x
CTC.A Canadian Tire CorporationCA$178.621.0%
+CA$90.5m		0.7%PE14.3x

Latest News

MG
CA$92.13
Magna International
7D
3.1%
1Y
83.7%
Narrative Update • Jun 05

MG: Buybacks And Monitoring Systems Will Support Hybrid Shift And Steady Outlook

Analysts have made a modest upward adjustment to Magna International's implied value, with the updated fair value estimate moving from about CA$89.26 to roughly CA$90.28, as small refinements to discount rate, revenue growth, profit margin and future P/E inputs flow through their models. What's in the News Magna has been awarded a Driver and Occupant Monitoring System program with a European automaker, expanding the company’s mirror integrated DMS/OMS across more global vehicle platforms.
ATZ
CA$157.75
Aritzia
7D
1.9%
1Y
133.2%
Narrative Update • Jun 05

ATZ: Future P/E Discipline And Execution Will Anchor Balanced Risk Reward

Aritzia's updated analyst price target has shifted to CA$178 from CA$151.64, with analysts pointing to refreshed assumptions for revenue growth, profit margins and future P/E, supported by a series of recent target raises from firms including CIBC, Stifel, Canaccord, RBC Capital, TD Securities and National Bank. Analyst Commentary Recent price target revisions and a new bullish initiation give a clearer picture of how analysts are framing Aritzia's risk and reward.
DOL
CA$181.22
Dollarama
7D
2.8%
1Y
2.9%
GOOS
CA$13.60
Canada Goose Holdings
7D
-4.0%
1Y
-12.8%
DIV
CA$4.69
Diversified Royalty
7D
-4.3%
1Y
57.4%
DBO
CA$0.92
D-BOX Technologies
7D
15.0%
1Y
211.9%
LNF
CA$24.62
Leon's Furniture
7D
-1.8%
1Y
-12.3%
DOO
CA$84.63
BRP
7D
6.2%
1Y
32.3%
QSP.UN
CA$100.00
Restaurant Brands International Limited Partnership
7D
-4.5%
1Y
2.1%
TOY
CA$18.92
Spin Master
7D
1.3%
1Y
-20.0%
Narrative Update • Jun 02

TOY: Licensing And Share Buybacks Will Support Future Multiple Repricing

Analysts have nudged their average price target for Spin Master higher by about CA$2, reflecting updated assumptions for slightly lower revenue growth and profit margins, offset by a higher anticipated future P/E multiple. Analyst Commentary The latest round of Street research on Spin Master shows a mix of target cuts and a more recent lift in the average price target, reflecting updated views on valuation and execution.
CTC.A
CA$178.62
Canadian Tire Corporation
7D
1.0%
1Y
0.7%
Narrative Update • Jun 02

CTC.A: Fine Tuned Expectations And Buybacks Will Support Balanced Future Returns

Analysts have reduced their fair value estimate for Canadian Tire to CA$191.00 from CA$193.40. This change reflects a series of lowered Street price targets and updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations.
GIL
CA$80.34
Gildan Activewear
7D
-4.5%
1Y
22.6%
Narrative Update • Jun 01

GIL: Future Returns Will Reflect Stable Guidance And Fairly Balanced Earnings Outlook

Analysts have slightly raised their price target for Gildan Activewear to CA$85.03 from CA$82.62, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and future P/E. What's in the News Gildan Activewear maintained earnings guidance for the second quarter of 2026, with net sales from continuing operations expected to be approximately $1.6b.
GRGD
CA$73.45
Groupe Dynamite
7D
-2.1%
1Y
356.2%
MRE
CA$11.08
Martinrea International
7D
-3.6%
1Y
32.2%
Narrative Update • May 25

MRE: Medium Term Execution And Buybacks Will Support Future Upside Repricing

Analysts have adjusted their average price target on Martinrea to around CA$13.75, reflecting a mix of views as one firm lowered its target to CA$12.50 while another lifted its target to CA$15, citing updated assumptions on growth, profitability and valuation multiples. Analyst Commentary Recent research shows a split in how bullish analysts frame Martinrea International, but the common thread is that they still see upside potential from current levels, even as they fine tune their models.
BPF.UN
CA$23.49
Boston Pizza Royalties Income Fund
7D
-2.9%
1Y
23.2%
LNR
CA$103.44
Linamar
7D
1.4%
1Y
66.5%