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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies54
  • 7D1.7%
  • 3M7.5%
  • 1Y37.5%
  • YTD5.2%

Over the last 7 days, the Consumer Discretionary industry has risen 1.7%, driven by gains from Restaurant Brands International Limited Partnership of 3.0%. In the last 12 months, the industry was up 38%. 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
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
Thu, 11 May 2023CA$110.6bCA$135.9bCA$6.5b14.3x17.1x0.8x
Sat, 08 Apr 2023CA$107.6bCA$134.6bCA$6.8b14.1x15.9x0.8x
Mon, 06 Mar 2023CA$104.4bCA$124.8bCA$6.0b14.9x17.4x0.8x
Price to Earnings Ratio

17.4x


Total Market Cap: CA$104.4bTotal Earnings: CA$6.0bTotal Revenue: CA$124.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.4x202420252026
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 27.7x which is higher than its 3-year average PE of 18.4x.
  • The 3-year average PS ratio of 0.96x 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 5.4% per year over the last three years.
  • Revenues for these companies have grown 5.1% 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 Market2.71%
Consumer Discretionary1.72%
Retail Distributors14.29%
Specialty Stores5.43%
General Merchandise and Department Stores4.01%
Hospitality2.54%
Consumer Durables1.29%
Consumer Services0.36%
Auto0%0
Online Retail and Ecommerce0%0
Luxury-2.55%
Auto Components-2.81%
Leisure-3.20%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 25.3x.
    • Analysts are expecting annual earnings growth of 22.8%, which is higher than its past year's earnings decline of 2.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 4.6% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.1% 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
DOL DollaramaCA$201.033.9%
+CA$2.1b		34.5%PE41.9x
GRGD Groupe DynamiteCA$96.6712.9%
+CA$1.3b		511.8%PE54x
QSP.UN Restaurant Brands International Limited PartnershipCA$94.013.0%
+CA$919.6m		0.8%PE19.2x
ATZ AritziaCA$131.003.6%
+CA$538.4m		99.1%PE44.2x
CTC.A Canadian Tire CorporationCA$190.654.4%
+CA$429.9m		32.9%PE17.5x

Latest News

ACQ
CA$26.87
AutoCanada
7D
-4.8%
1Y
49.8%
GIL
CA$94.55
Gildan Activewear
7D
-2.9%
1Y
21.7%
LNF
CA$27.95
Leon's Furniture
7D
-3.2%
1Y
15.5%
KITS
CA$17.53
Kits Eyecare
7D
-5.0%
1Y
99.2%
CTC.A
CA$190.65
Canadian Tire Corporation
7D
4.4%
1Y
32.9%

CTC.A: Loyalty And AI Partnerships Will Shape Balanced Forward Expectations

Analysts have lifted their consolidated fair value estimate for Canadian Tire Corporation by about CA$8 to CA$189, citing updated price targets in the CA$180 to CA$205 range and slightly higher assumed revenue growth, profit margins, and forward P/E multiples. Analyst Commentary Recent Street research on Canadian Tire Corporation clusters around higher price targets and, in one case, a rating upgrade.
PET
CA$29.44
Pet Valu Holdings
7D
1.0%
1Y
23.8%

PET: Share Buybacks And Delivery Expansion Will Support Future Upside

Analysts have reduced their price target on Pet Valu Holdings to CA$35 from CA$40. This change reflects updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E multiples.
MG
CA$87.86
Magna International
7D
-3.9%
1Y
63.9%
TOY
CA$19.40
Spin Master
7D
-2.4%
1Y
-28.9%
QSP.UN
CA$94.01
Restaurant Brands International Limited Partnership
7D
3.0%
1Y
0.8%
DOO
CA$106.18
BRP
7D
-3.4%
1Y
88.2%

DOO: Balanced View As Short-Term Catalysts And Execution Risks Guide Outlook

Analysts have nudged their average 12 month price target on BRP slightly higher to around CA$119 per share, up from about CA$118. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E following recent bullish initiations and target increases from the Street.
MTY
CA$41.74
MTY Food Group
7D
-4.8%
1Y
-4.2%
GRGD
CA$96.67
Groupe Dynamite
7D
12.9%
1Y
511.8%
ATZ
CA$131.00
Aritzia
7D
3.6%
1Y
99.1%

ATZ: Higher P/E Expectations Will Shape Future Returns At Current Levels

Aritzia's analyst price targets have moved higher into the CA$135 to CA$155 range, as analysts factor in updated assumptions for revenue growth, profit margins, and valuation multiples. Analyst Commentary Recent research updates cluster Aritzia's price targets in the CA$135 to CA$155 range, with several firms reiterating positive ratings while revisiting their assumptions.
DOL
CA$201.03
Dollarama
7D
3.9%
1Y
34.5%

DOL: Share Buybacks Will Likely Fail To Justify Elevated P/E

Analysts have nudged their CA$ price target for Dollarama slightly higher, reflecting small model adjustments to the discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations. What's in the News From August 4, 2025 to November 2, 2025, Dollarama repurchased 2,605,912 shares for CA$484.6 million, representing 0.94% of its shares.
LNR
CA$94.67
Linamar
7D
1.7%
1Y
78.4%
DIV
CA$4.29
Diversified Royalty
7D
3.6%
1Y
52.7%