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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedMar 18, 2024
DataAggregated Company Financials
Companies66
  • 7D0.7%
  • 3M4.1%
  • 1Y9.9%
  • YTD2.4%

The Consumer Discretionary industry has stayed flat over the last week. The past year has been better, since the industry has gained 9.9% in that time. 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
Mon, 18 Mar 2024CA$136.1bCA$145.8bCA$8.1b15.2x16.9x0.9x
Wed, 14 Feb 2024CA$133.4bCA$146.0bCA$7.8b15.4x17x0.9x
Fri, 12 Jan 2024CA$137.8bCA$149.2bCA$7.7b15.7x17.9x0.9x
Sun, 10 Dec 2023CA$106.8bCA$144.6bCA$6.9b15.4x15.5x0.7x
Tue, 07 Nov 2023CA$104.8bCA$145.8bCA$7.2b14.7x14.5x0.7x
Thu, 05 Oct 2023CA$104.2bCA$143.7bCA$7.2b14.5x14.5x0.7x
Sat, 02 Sep 2023CA$112.5bCA$142.5bCA$7.1b16x15.9x0.8x
Mon, 31 Jul 2023CA$116.8bCA$136.7bCA$6.4b16.5x18.1x0.9x
Wed, 28 Jun 2023CA$111.0bCA$135.8bCA$6.4b15.6x17.2x0.8x
Fri, 26 May 2023CA$109.1bCA$137.6bCA$6.5b15.2x16.9x0.8x
Sun, 23 Apr 2023CA$110.9bCA$134.9bCA$6.8b15.8x16.4x0.8x
Tue, 21 Mar 2023CA$87.8bCA$107.7bCA$5.0b14x17.7x0.8x
Thu, 16 Feb 2023CA$103.1bCA$122.3bCA$6.5b14.4x15.9x0.8x
Sat, 14 Jan 2023CA$104.6bCA$121.0bCA$6.5b13.5x16x0.9x
Mon, 12 Dec 2022CA$102.2bCA$122.2bCA$6.6b15.6x15.5x0.8x
Wed, 09 Nov 2022CA$96.6bCA$121.3bCA$6.5b13.6x14.9x0.8x
Fri, 07 Oct 2022CA$94.4bCA$119.9bCA$5.8b14.2x16.2x0.8x
Sun, 04 Sep 2022CA$97.5bCA$116.7bCA$5.7b13.9x17.1x0.8x
Tue, 02 Aug 2022CA$97.3bCA$112.7bCA$5.6b14.9x17.4x0.9x
Thu, 30 Jun 2022CA$90.3bCA$112.3bCA$6.3b13.8x14.3x0.8x
Sat, 28 May 2022CA$95.3bCA$111.5bCA$6.2b14.4x15.4x0.9x
Mon, 25 Apr 2022CA$102.4bCA$109.6bCA$6.3b15.6x16.2x0.9x
Wed, 23 Mar 2022CA$105.6bCA$109.3bCA$6.3b16.2x16.7x1x
Fri, 18 Feb 2022CA$111.0bCA$109.1bCA$5.7b15.2x19.6x1x
Sun, 16 Jan 2022CA$119.7bCA$109.4bCA$6.4b16.1x18.8x1.1x
Tue, 14 Dec 2021CA$115.5bCA$110.6bCA$6.4b16.2x18.1x1x
Thu, 11 Nov 2021CA$120.3bCA$108.2bCA$6.4b17.1x18.9x1.1x
Sat, 09 Oct 2021CA$119.1bCA$109.5bCA$6.6b18x18.1x1.1x
Mon, 06 Sep 2021CA$123.3bCA$109.0bCA$6.5b18.9x18.9x1.1x
Wed, 04 Aug 2021CA$123.5bCA$108.1bCA$6.5b17.3x18.9x1.1x
Sat, 08 May 2021CA$124.7bCA$98.2bCA$3.8b21.5x32.6x1.3x
Price to Earnings Ratio

37x


Total Market Cap: CA$118.2bTotal Earnings: CA$3.2bTotal Revenue: CA$98.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.3x202220232024
Current Industry PE
  • Investors are relatively neutral on the Canadian Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 18.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 36% per year over the last three years.
  • Revenues for these companies have grown 14% 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 Market0.35%
Consumer Discretionary0.70%
Auto100.00%
Specialty Stores3.09%
Hospitality1.67%
General Merchandise and Department Stores1.45%
Luxury0.80%
Retail Distributors0%
Online Retail and Ecommerce0%
Leisure-0.84%
Auto Components-1.98%
Consumer Services-3.07%
Consumer Durables-6.63%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 11.8x.
    • Analysts are expecting annual earnings growth of 12.0%, which is higher than its past year's earnings decline of 27.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 107% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings grow by 5.1% 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
QSP.UN Restaurant Brands International Limited PartnershipCA$107.602.0%
+CA$691.1m
26.2%PE15.5x
DOL DollaramaCA$104.921.2%
+CA$351.2m
33.7%PE30.9x
ATZ AritziaCA$35.792.8%
+CA$121.7m
-11.7%PE43.3x
PBL Pollard BanknoteCA$37.454.2%
+CA$40.5m
80.9%PE32.2x
ACQ AutoCanadaCA$25.705.9%
+CA$34.0m
40.3%PE12x
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