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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies53
  • 7D1.3%
  • 3M1.4%
  • 1Y15.8%
  • YTD0.7%

Over the last 7 days, the Consumer Discretionary industry has risen 1.3%, driven by gains from Dollarama of 2.0%. In the last 12 months, the industry was up 16%. 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
Tue, 21 Jul 2026CA$184.7bCA$151.0bCA$7.7b15.6x24.1x1.2x
Thu, 18 Jun 2026CA$184.5bCA$151.0bCA$7.6b15.4x24.2x1.2x
Sat, 16 May 2026CA$182.2bCA$148.1bCA$7.5b15.1x24.2x1.2x
Mon, 13 Apr 2026CA$183.5bCA$146.5bCA$7.5b16.2x24.4x1.3x
Wed, 11 Mar 2026CA$183.9bCA$144.5bCA$7.2b16.7x25.4x1.3x
Fri, 06 Feb 2026CA$178.2bCA$144.4bCA$7.6b20.4x23.3x1.2x
Sun, 04 Jan 2026CA$182.9bCA$144.3bCA$7.6b19.5x24.1x1.3x
Tue, 02 Dec 2025CA$178.9bCA$145.1bCA$7.5b19.3x23.7x1.2x
Thu, 30 Oct 2025CA$169.1bCA$144.7bCA$7.8b17.5x21.8x1.2x
Sat, 27 Sep 2025CA$165.0bCA$144.4bCA$7.7b17.7x21.4x1.1x
Mon, 25 Aug 2025CA$163.3bCA$143.5bCA$7.6b17.9x21.5x1.1x
Wed, 23 Jul 2025CA$159.9bCA$142.2bCA$7.6b17.8x20.9x1.1x
Fri, 20 Jun 2025CA$153.4bCA$142.5bCA$7.6b15.8x20.3x1.1x
Sun, 18 May 2025CA$142.2bCA$136.2bCA$7.4b16x19.1x1x
Tue, 15 Apr 2025CA$127.8bCA$138.0bCA$7.0b14.9x18.3x0.9x
Thu, 13 Mar 2025CA$139.2bCA$150.2bCA$7.2b17.9x19.3x0.9x
Sat, 08 Feb 2025CA$139.9bCA$148.7bCA$8.2b15.2x17.1x0.9x
Mon, 06 Jan 2025CA$142.3bCA$149.3bCA$8.2b15.5x17.4x1x
Wed, 04 Dec 2024CA$145.2bCA$147.2bCA$8.0b15.1x18.1x1x
Fri, 01 Nov 2024CA$138.4bCA$145.5bCA$7.5b17.3x18.4x1x
Sun, 29 Sep 2024CA$139.3bCA$144.0bCA$7.5b17.8x18.6x1x
Tue, 27 Aug 2024CA$139.3bCA$144.7bCA$7.7b16.7x18x1x
Thu, 25 Jul 2024CA$138.7bCA$146.6bCA$8.0b13.4x17.4x0.9x
Sat, 22 Jun 2024CA$130.8bCA$145.9bCA$8.0b13.5x16.4x0.9x
Mon, 20 May 2024CA$135.3bCA$146.9bCA$8.0b13.9x16.9x0.9x
Wed, 17 Apr 2024CA$133.5bCA$147.1bCA$8.2b13.9x16.2x0.9x
Fri, 15 Mar 2024CA$137.8bCA$145.7bCA$8.1b14.9x17.1x0.9x
Sun, 11 Feb 2024CA$135.6bCA$145.3bCA$7.8b15.7x17.4x0.9x
Tue, 09 Jan 2024CA$135.7bCA$149.0bCA$7.7b15.8x17.6x0.9x
Thu, 07 Dec 2023CA$106.8bCA$144.6bCA$6.9b15.2x15.5x0.7x
Sat, 04 Nov 2023CA$104.8bCA$145.7bCA$7.2b14.8x14.6x0.7x
Mon, 02 Oct 2023CA$104.6bCA$142.8bCA$7.1b15.1x14.7x0.7x
Wed, 30 Aug 2023CA$111.9bCA$142.3bCA$7.1b16.3x15.9x0.8x
Fri, 28 Jul 2023CA$116.8bCA$136.5bCA$6.4b16.9x18.2x0.9x
Price to Earnings Ratio

18.2x


Total Market Cap: CA$116.8bTotal Earnings: CA$6.4bTotal Revenue: CA$136.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 19.4x202420252026
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 19.4x.
  • The 3-year average PS ratio of 1.0x 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 6.0% per year over the last three years.
  • Revenues for these companies have grown 3.4% 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 Market-0.75%
Consumer Discretionary1.26%
Consumer Durables7.30%
Luxury4.61%
Auto Components2.53%
General Merchandise and Department Stores2.23%
Leisure1.73%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Hospitality-0.22%
Specialty Stores-2.22%
Consumer Services-3.07%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 29.5x.
    • Analysts are expecting annual earnings growth of 25.0%, 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 72% over the next 5 years.
  • This is better than its past earnings decline of 74% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 11% 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$190.002.0%
+CA$998.2m		1.2%PE38.4x
GIL Gildan ActivewearCA$76.734.9%
+CA$659.2m		8.6%PE39.7x
MG Magna InternationalCA$92.852.5%
+CA$607.1m		63.0%PE26.8x
CTC.A Canadian Tire CorporationCA$197.213.5%
+CA$350.0m		3.0%PE15.8x
LNR LinamarCA$103.093.2%
+CA$189.3m		53.8%PE9.7x

Latest News

ACQ
CA$21.60
AutoCanada
7D
-4.4%
1Y
-24.1%
MG
CA$92.85
Magna International
7D
2.5%
1Y
63.0%
Narrative Update • Jul 20

MG: Earnings Beat Potential Will Likely Mask Margin And Revenue Concerns

Analysts have lifted their 12 month price target on Magna International to CA$68.81 from about CA$59.97, reflecting updated views on a slightly lower discount rate, revised revenue growth assumptions, an adjusted profit margin outlook, and a modestly different future P/E multiple. What’s in the News for Magna International Recent analysis highlights Magna International’s earnings surprise history, with the company having topped earnings estimates in its previous two quarterly reports and current estimates described as supportive of a possible beat in the next report, according to Zacks.
PET
CA$19.43
Pet Valu Holdings
7D
3.5%
1Y
-43.1%
Narrative Update • Jul 17

PET: Index Removal And Margin Reset Will Set Up Future Rebound

Analysts have trimmed their average fair value estimate for Pet Valu Holdings from about CA$39.36 to about CA$34.73, reflecting lower price targets across several firms after recent earnings results and updated margin and growth assumptions. Analyst Commentary Street research on Pet Valu Holdings shows a mixed tone, but several bullish analysts still point to potential upside based on execution improvements and the current valuation reset.
GIL
CA$76.73
Gildan Activewear
7D
4.9%
1Y
8.6%
Narrative Update • Jul 15

GIL: Bangladesh Expansion And Dividend Reliability Will Support Long-Term Confidence

Analysts have lifted their price target on Gildan Activewear slightly, with updated fair value estimates moving from about CA$103.81 to roughly CA$106.82 as they factor in a modestly lower discount rate, adjusted revenue growth expectations, and a marginally higher profit margin alongside a similar future P/E assumption. What's in the News Jehoshaphat Research released a forensic report on Gildan Activewear alleging improper channel stuffing, questionable revenue recognition practices, and years of negative organic growth masked by financial engineering, which coincided with the stock falling more than 18% on June 16, 2026.
TOY
CA$22.46
Spin Master
7D
3.3%
1Y
-12.4%
ATZ
CA$145.08
Aritzia
7D
-3.0%
1Y
94.0%
DTOL
CA$9.81
D2L
7D
-3.5%
1Y
-31.5%
DIV
CA$4.45
Diversified Royalty
7D
-2.0%
1Y
36.1%
DOO
CA$84.46
BRP
7D
1.2%
1Y
28.9%
Narrative Update • Jul 08

DOO: Tariff Resolution And Q1 Execution Will Drive Medium Term Upside

Analysts have trimmed their fair value estimate for BRP to about CA$110.49 from CA$118.00 as they factor in mixed price target revisions, tariff related uncertainty, and slightly more conservative assumptions for growth, margins, and future P/E. Analyst Commentary Recent research on BRP shows a wide range of views, but bullish analysts are still highlighting areas where the company could support valuation through earnings delivery, tariff management, and demand trends.
GRGD
CA$48.46
Groupe Dynamite
7D
-1.2%
1Y
62.6%
TWC
CA$26.76
TWC Enterprises
7D
-3.4%
1Y
14.2%
LNR
CA$103.09
Linamar
7D
3.2%
1Y
53.8%
Analysis Article • Jul 05

Is Now The Time To Look At Buying Linamar Corporation (TSE:LNR)?

Linamar Corporation ( TSE:LNR ), is not the largest company out there, but it saw a significant share price rise of 24...
DOL
CA$190.00
Dollarama
7D
2.0%
1Y
1.2%
AW
CA$35.84
A & W Food Services of Canada
7D
-2.6%
1Y
-7.4%
CTC.A
CA$197.21
Canadian Tire Corporation
7D
3.5%
1Y
3.0%
Narrative Update • Jun 17

CTC.A: True North Plan And Buybacks Will Shape Balanced Share Returns

Canadian Tire Corporation's analyst fair value estimate has edged up to CA$193.18 from CA$191, with the change reflecting updated assumptions on discount rate, profit margin and future P/E, following a series of revised Street price targets ranging from CA$185 to CA$216 and a new CA$215 initiation tied to the company's "True North" plan. Analyst Commentary Recent Street research on Canadian Tire Corporation clusters around the "True North" plan and a tight band of valuation targets, giving you a clearer view of where analysts see room for upside and where they see execution risk.
KITS
CA$13.38
Kits Eyecare
7D
-5.3%
1Y
-17.2%