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

Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedJan 15, 2026
DataAggregated Company Financials
Companies54
  • 7D2.0%
  • 3M13.5%
  • 1Y36.4%
  • YTD1.8%

The Consumer Discretionary industry is up 2.0% in the last week, with Restaurant Brands International Limited Partnership up 5.2%. Meanwhile, Spin Master actually underperformed within the industry, shrinking 8.4% in the last week. This takes the industry's 12 month performance to a gain of 36%. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 15 Jan 2026CA$185.2bCA$145.5bCA$7.7b19.6x24.1x1.3x
Sat, 13 Dec 2025CA$180.7bCA$144.5bCA$7.6b19.4x23.8x1.3x
Mon, 10 Nov 2025CA$168.7bCA$145.7bCA$7.5b17.6x22.4x1.2x
Wed, 08 Oct 2025CA$168.2bCA$144.5bCA$7.7b18.7x21.8x1.2x
Fri, 05 Sep 2025CA$161.2bCA$143.7bCA$7.6b17.5x21.1x1.1x
Sun, 03 Aug 2025CA$159.2bCA$142.8bCA$7.8b16.9x20.3x1.1x
Tue, 01 Jul 2025CA$154.2bCA$142.1bCA$7.6b15.9x20.3x1.1x
Thu, 29 May 2025CA$144.1bCA$135.4bCA$7.4b15.9x19.4x1.1x
Sat, 26 Apr 2025CA$132.2bCA$138.0bCA$7.0b15.7x19x1x
Mon, 24 Mar 2025CA$137.0bCA$149.3bCA$7.3b15.9x18.8x0.9x
Wed, 19 Feb 2025CA$138.2bCA$149.2bCA$7.1b19x19.5x0.9x
Fri, 17 Jan 2025CA$138.1bCA$149.0bCA$8.2b14.7x16.9x0.9x
Sun, 15 Dec 2024CA$145.3bCA$148.0bCA$8.1b14.8x18x1x
Tue, 12 Nov 2024CA$141.3bCA$145.5bCA$7.9b15.7x17.9x1x
Thu, 10 Oct 2024CA$138.8bCA$144.2bCA$7.5b18x18.6x1x
Sat, 07 Sep 2024CA$134.3bCA$144.2bCA$7.4b17.4x18.1x0.9x
Mon, 05 Aug 2024CA$135.8bCA$146.9bCA$7.8b15.1x17.5x0.9x
Wed, 03 Jul 2024CA$132.0bCA$145.8bCA$8.0b13.6x16.6x0.9x
Fri, 31 May 2024CA$131.5bCA$147.3bCA$8.0b12.7x16.4x0.9x
Sun, 28 Apr 2024CA$134.2bCA$146.3bCA$8.2b14.1x16.4x0.9x
Tue, 26 Mar 2024CA$137.3bCA$146.0bCA$8.1b14.8x17x0.9x
Thu, 22 Feb 2024CA$135.1bCA$144.9bCA$7.3b15.4x18.5x0.9x
Sat, 20 Jan 2024CA$137.9bCA$149.6bCA$7.7b15.9x17.8x0.9x
Mon, 18 Dec 2023CA$133.7bCA$149.1bCA$7.7b15.5x17.3x0.9x
Wed, 15 Nov 2023CA$104.3bCA$145.4bCA$7.0b15.1x15x0.7x
Fri, 13 Oct 2023CA$105.0bCA$143.5bCA$7.2b14.5x14.6x0.7x
Sun, 10 Sep 2023CA$108.7bCA$143.2bCA$7.2b15.4x15.1x0.8x
Tue, 08 Aug 2023CA$115.1bCA$139.5bCA$7.1b16.6x16.3x0.8x
Thu, 06 Jul 2023CA$114.5bCA$136.4bCA$6.5b16.7x17.8x0.8x
Sat, 03 Jun 2023CA$109.1bCA$137.3bCA$6.5b15.5x16.9x0.8x
Mon, 01 May 2023CA$111.6bCA$135.0bCA$6.8b16.2x16.4x0.8x
Wed, 29 Mar 2023CA$106.4bCA$135.1bCA$6.9b13.3x15.5x0.8x
Fri, 24 Feb 2023CA$103.3bCA$123.3bCA$6.4b14.2x16.1x0.8x
Sun, 22 Jan 2023CA$103.7bCA$120.9bCA$6.5b13.4x15.8x0.9x
Price to Earnings Ratio

15.8x


Total Market Cap: CA$103.7bTotal Earnings: CA$6.5bTotal Revenue: CA$120.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.1x202420252026
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 24.1x which is higher than its 3-year average PE of 18.1x.
  • The 3-year average PS ratio of 0.94x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 5.6% per year over the last three years.
  • Revenues for these companies have grown 6.4% 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 Market2.82%
Consumer Discretionary2.01%
Leisure4.57%
Hospitality4.49%
Specialty Stores1.70%
General Merchandise and Department Stores1.35%
Auto Components1.02%
Luxury0.68%
Auto0%0
Online Retail and Ecommerce0%0
Consumer Services-5.47%
Consumer Durables-8.38%
Retail Distributors-22.22%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 9.4x.
    • 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 27% 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 8.6% 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
QSP.UN Restaurant Brands International Limited PartnershipCA$97.375.2%
+CA$1.6b		11.8%PE18.3x
DOL DollaramaCA$200.871.4%
+CA$785.2m		49.6%PE42x
DOO BRPCA$107.748.5%
+CA$621.1m		40.7%PE32.4x
ATZ AritziaCA$126.762.4%
+CA$341.8m		92.4%PE42.1x
MG Magna InternationalCA$78.510.7%
+CA$163.5m		33.7%PE15.4x

Latest News

DOL
CA$200.87
Dollarama
7D
1.4%
1Y
49.6%
ATZ
CA$126.76
Aritzia
7D
2.4%
1Y
92.4%
DOO
CA$107.74
BRP
7D
8.5%
1Y
40.7%
TOY
CA$18.81
Spin Master
7D
-8.4%
1Y
-40.2%
KITS
CA$21.93
Kits Eyecare
7D
25.2%
1Y
188.6%
GRGD
CA$78.47
Groupe Dynamite
7D
-1.6%
1Y
356.2%
PET
CA$29.55
Pet Valu Holdings
7D
7.9%
1Y
12.1%
AW
CA$37.66
A & W Food Services of Canada
7D
-1.4%
1Y
11.8%
MG
CA$78.51
Magna International
7D
0.7%
1Y
33.7%

MG: Electric Expansion And Buybacks Will Face An Overvaluation Risk

Analysts have slightly reduced their price expectations for Magna International, citing a small adjustment to the discount rate and revenue growth outlook. This has been partly offset by a marginal uptick in projected profit margin and a modestly lower future P/E assumption, which together keep their fair value estimate near US$69.38.
LNR
CA$87.34
Linamar
7D
2.3%
1Y
54.7%

Linamar (TSE:LNR) Seems To Use Debt Quite Sensibly

Jan 07
Linamar (TSE:LNR) Seems To Use Debt Quite Sensibly
AEG
CA$0.30
Aegis Brands
7D
-15.5%
1Y
-16.7%

Subdued Growth No Barrier To Aegis Brands Inc. (TSE:AEG) With Shares Advancing 35%

Jan 01
Subdued Growth No Barrier To Aegis Brands Inc. (TSE:AEG) With Shares Advancing 35%
DBO
CA$0.80
D-BOX Technologies
7D
-9.1%
1Y
412.9%

D-BOX Technologies Inc.'s (TSE:DBO) 40% Share Price Surge Not Quite Adding Up

Dec 31
D-BOX Technologies Inc.'s (TSE:DBO) 40% Share Price Surge Not Quite Adding Up
BPF.UN
CA$22.93
Boston Pizza Royalties Income Fund
7D
-0.9%
1Y
35.3%
DTOL
CA$12.85
D2L
7D
-5.8%
1Y
-30.4%
QSP.UN
CA$97.37
Restaurant Brands International Limited Partnership
7D
5.2%
1Y
11.8%
TWC
CA$24.02
TWC Enterprises
7D
-0.7%
1Y
32.0%