Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedMar 31, 2026
DataAggregated Company Financials
Companies54
  • 7D-3.8%
  • 3M-7.2%
  • 1Y25.6%
  • YTD-7.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.8%, driven by Dollarama declining 9.9%. On the other hand BRP is actually up 7.1%. This takes the industry's 12 month performance to a gain of 26%. As for the next few years, earnings are expected to grow by 16% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 31 Mar 2026CA$171.0bCA$146.9bCA$7.4b15x23x1.2x
Thu, 26 Feb 2026CA$192.9bCA$144.5bCA$7.1b18.5x27x1.3x
Sat, 24 Jan 2026CA$179.6bCA$144.5bCA$7.7b20.6x23.5x1.2x
Mon, 22 Dec 2025CA$183.5bCA$144.7bCA$7.6b20.1x24.1x1.3x
Wed, 19 Nov 2025CA$172.6bCA$145.1bCA$7.5b18.9x22.9x1.2x
Fri, 17 Oct 2025CA$165.7bCA$145.3bCA$7.8b18.5x21.3x1.1x
Sun, 14 Sep 2025CA$165.1bCA$143.9bCA$7.7b17.6x21.5x1.1x
Tue, 12 Aug 2025CA$157.7bCA$143.5bCA$7.6b17.4x20.7x1.1x
Thu, 10 Jul 2025CA$158.5bCA$142.4bCA$7.6b16.4x20.9x1.1x
Sat, 07 Jun 2025CA$150.5bCA$142.3bCA$7.5b15.9x20.1x1.1x
Mon, 05 May 2025CA$133.8bCA$136.6bCA$7.2b15.5x18.5x1x
Wed, 02 Apr 2025CA$132.7bCA$140.3bCA$7.0b16.4x18.8x0.9x
Fri, 28 Feb 2025CA$141.4bCA$150.9bCA$7.8b15x18.1x0.9x
Sun, 26 Jan 2025CA$143.0bCA$149.1bCA$8.2b16.1x17.5x1x
Tue, 24 Dec 2024CA$142.3bCA$148.8bCA$8.1b15.1x17.5x1x
Thu, 21 Nov 2024CA$140.6bCA$145.8bCA$7.9b14.3x17.9x1x
Sat, 19 Oct 2024CA$141.1bCA$144.8bCA$7.5b17.9x18.7x1x
Mon, 16 Sep 2024CA$137.2bCA$144.5bCA$7.5b17.4x18.3x1x
Wed, 14 Aug 2024CA$134.5bCA$146.2bCA$7.8b15.7x17.2x0.9x
Fri, 12 Jul 2024CA$133.1bCA$145.5bCA$7.9b13.9x16.8x0.9x
Sun, 09 Jun 2024CA$135.1bCA$146.4bCA$8.0b13.8x16.9x0.9x
Tue, 07 May 2024CA$135.0bCA$146.8bCA$7.9b13.8x17x0.9x
Thu, 04 Apr 2024CA$136.3bCA$145.3bCA$8.1b14.9x16.9x0.9x
Sat, 02 Mar 2024CA$136.3bCA$145.4bCA$8.0b15.4x16.9x0.9x
Mon, 29 Jan 2024CA$139.1bCA$149.5bCA$7.7b15.8x18x0.9x
Wed, 27 Dec 2023CA$137.4bCA$148.4bCA$7.7b16.3x17.8x0.9x
Fri, 24 Nov 2023CA$107.1bCA$145.4bCA$7.0b15.2x15.4x0.7x
Sun, 22 Oct 2023CA$103.1bCA$143.7bCA$7.2b14.3x14.3x0.7x
Tue, 19 Sep 2023CA$107.8bCA$142.3bCA$7.1b15.5x15.1x0.8x
Thu, 17 Aug 2023CA$111.5bCA$142.1bCA$7.0b16.3x15.8x0.8x
Sat, 15 Jul 2023CA$114.2bCA$136.3bCA$6.4b16.6x17.8x0.8x
Mon, 12 Jun 2023CA$109.5bCA$136.8bCA$6.5b15.5x17x0.8x
Wed, 10 May 2023CA$111.1bCA$135.9bCA$6.5b16.2x17.2x0.8x
Fri, 07 Apr 2023CA$107.6bCA$134.5bCA$6.8b14.1x15.9x0.8x
Price to Earnings Ratio

15.9x


Total Market Cap: CA$107.6bTotal Earnings: CA$6.8bTotal Revenue: CA$134.5bTotal 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 Market0.38%
Consumer Discretionary-3.79%
Leisure5.06%
Consumer Durables2.97%
Auto Components0.72%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Specialty Stores-1.80%
Hospitality-2.41%
Consumer Services-2.45%
Luxury-4.60%
General Merchandise and Department Stores-8.54%
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$95.557.1%
+CA$439.7m		96.6%PE20.4x
GH GamehostCA$13.5015.9%
+CA$38.3m		33.7%PE13x
ACQ AutoCanadaCA$19.329.3%
+CA$37.7m		18.5%PE20.7x
ROOT RootsCA$3.9211.4%
+CA$15.7m		63.3%PS0.6x
TWC TWC EnterprisesCA$23.502.2%
+CA$12.1m		34.1%PE9.9x

Latest News

GH
CA$13.50
Gamehost
7D
15.9%
1Y
33.7%
GIL
CA$74.77
Gildan Activewear
7D
-4.6%
1Y
17.5%

GIL: Dividend Growth And Bangladesh Expansion Will Support Steady Future Performance

Analysts have raised their price target on Gildan Activewear to reflect updated assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E. These factors collectively indicate a revised view of the stock’s risk and return trade off.
DOO
CA$95.55
BRP
7D
7.1%
1Y
96.6%
DOL
CA$168.02
Dollarama
7D
-9.9%
1Y
9.2%
ACQ
CA$19.32
AutoCanada
7D
9.3%
1Y
18.5%

AutoCanada's (TSE:ACQ) Anemic Earnings Might Be Worse Than You Think

Mar 27
AutoCanada's (TSE:ACQ) Anemic Earnings Might Be Worse Than You Think
MG
CA$74.49
Magna International
7D
0.9%
1Y
52.3%
CTC.A
CA$180.42
Canadian Tire Corporation
7D
-1.3%
1Y
20.7%

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.
LNR
CA$84.14
Linamar
7D
0.1%
1Y
68.8%
GOOS
CA$14.50
Canada Goose Holdings
7D
-3.2%
1Y
27.1%

GOOS: Persistent Demand Uncertainty And Execution Risks Will Restrain Shares Into 2026

Analysts now anchor their Canada Goose Holdings view to a CA$12.00 price target, following recent tweaks to growth, margin and P/E assumptions. These changes reflect a mix of target cuts and a lift to CA$12.00 in recent Street research, alongside several downgrades that highlight ongoing demand uncertainty.
GRGD
CA$71.92
Groupe Dynamite
7D
-1.6%
1Y
424.6%
ATZ
CA$108.16
Aritzia
7D
-2.7%
1Y
113.8%

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.
DII.B
CA$1.84
Dorel Industries
7D
15.7%
1Y
-12.8%
QSP.UN
CA$100.83
Restaurant Brands International Limited Partnership
7D
-2.6%
1Y
4.5%
TWC
CA$23.50
TWC Enterprises
7D
2.2%
1Y
34.1%
AW
CA$36.44
A & W Food Services of Canada
7D
1.2%
1Y
10.4%
ROOT
CA$3.92
Roots
7D
11.4%
1Y
63.3%