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Nov 26
Canadian (TSX) Consumer Discretionary Sector Analysis
UpdatedNov 30, 2022
DataAggregated Company Financials
Companies88
- 7D0.1%
- 3M5.8%
- 1Y-9.9%
- YTD-14.9%
The Consumer Discretionary industry has stayed flat over the last week. As for the longer term, the industry has declined 9.9% in the last year. As for the next few years, earnings are expected to grow by 19% per annum.
Sector Valuation and Performance
Has the Canadian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 30 Nov 2022 | CA$102.2b | CA$122.4b | CA$6.5b | 14.8x | 15.8x | 0.8x |
| Fri, 28 Oct 2022 | CA$97.4b | CA$119.0b | CA$5.8b | 13.6x | 16.8x | 0.8x |
| Sun, 25 Sep 2022 | CA$93.6b | CA$119.1b | CA$5.8b | 13.8x | 16.1x | 0.8x |
| Tue, 23 Aug 2022 | CA$99.0b | CA$116.2b | CA$5.7b | 15.1x | 17.5x | 0.9x |
| Thu, 21 Jul 2022 | CA$95.3b | CA$112.5b | CA$6.3b | 14.6x | 15.1x | 0.8x |
| Sat, 18 Jun 2022 | CA$86.3b | CA$113.2b | CA$6.4b | 13.2x | 13.6x | 0.8x |
| Mon, 16 May 2022 | CA$96.1b | CA$112.4b | CA$6.2b | 14.4x | 15.5x | 0.9x |
| Wed, 13 Apr 2022 | CA$102.3b | CA$109.2b | CA$6.4b | 15.5x | 16x | 0.9x |
| Fri, 11 Mar 2022 | CA$99.9b | CA$111.6b | CA$6.4b | 15.1x | 15.5x | 0.9x |
| Sun, 06 Feb 2022 | CA$114.4b | CA$110.6b | CA$6.4b | 15.2x | 17.9x | 1x |
| Tue, 04 Jan 2022 | CA$119.4b | CA$110.4b | CA$6.4b | 16.3x | 18.7x | 1.1x |
| Thu, 02 Dec 2021 | CA$115.1b | CA$110.3b | CA$6.4b | 15.8x | 18.1x | 1x |
| Sat, 30 Oct 2021 | CA$115.8b | CA$109.5b | CA$6.7b | 18.1x | 17.3x | 1.1x |
| Mon, 27 Sep 2021 | CA$120.4b | CA$110.7b | CA$6.6b | 18.3x | 18.1x | 1.1x |
| Wed, 25 Aug 2021 | CA$123.0b | CA$108.1b | CA$6.5b | 18.2x | 18.8x | 1.1x |
| Thu, 01 Jul 2021 | CA$126.4b | CA$106.7b | CA$5.8b | 16.2x | 21.8x | 1.2x |
| Sun, 04 Apr 2021 | CA$118.2b | CA$98.4b | CA$3.2b | 20.9x | 37x | 1.2x |
| Wed, 06 Jan 2021 | CA$103.8b | CA$94.7b | CA$2.2b | 22.3x | 46.2x | 1.1x |
| Sat, 10 Oct 2020 | CA$83.6b | CA$96.9b | CA$2.0b | 15.2x | 42.4x | 0.9x |
| Fri, 03 Jul 2020 | CA$78.5b | CA$99.7b | CA$1.3b | 14.9x | 58.3x | 0.8x |
| Mon, 06 Apr 2020 | CA$60.3b | CA$116.7b | CA$4.5b | 8.2x | 13.3x | 0.5x |
| Thu, 09 Jan 2020 | CA$99.4b | CA$114.1b | CA$6.2b | 13.7x | 16.1x | 0.9x |
Price to Earnings Ratio
17.7x
Current Industry PE
- Investors are pessimistic on the Canadian Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 15.8x which is lower than its 3-year average PE of 26.7x.
- The industry is trading close to its 3-year average PS ratio of 0.94x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 3.9% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Canadian Consumer Discretionary sector?
| CA Market | 0.22% | |
| Consumer Discretionary | 0.12% | |
| Retail Distributors | 4.85% | |
| Leisure | 4.57% | |
| Consumer Durables | 2.46% | |
| Auto | 2.08% | |
| General Merchanise and Department Stores | 1.28% | |
| Consumer Services | 0.16% | |
| Hospitality | 0.12% | |
| Online Retail and Ecommerce | -0.20% | |
| Luxury | -0.33% | |
| Auto Components | -0.65% | |
| Specialty Stores | -0.75% | |
Industry PE
- Investors are most optimistic about the Retail Distributors industry which is trading above its 3-year average PE ratio of 1.3x.
- Analysts are expecting annual earnings growth of 38.3% and investors are willing to pay a premium for that growth.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 86% over the next 5 years.
- This is better than its past earnings decline of 4.4% per year.
- In contrast, the Leisure industry is expected to see its earnings decline by 3.3% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DOL Dollarama | CA$81.44 | 2.3% +CA$525.7m | 47.6% | PE31.5x | |
| DOO BRP | CA$97.11 | 3.8% +CA$277.1m | -3.8% | PE11x | |
| TOY Spin Master | CA$34.57 | 5.0% +CA$168.8m | -25.3% | PE8.7x | |
| CTC.A Canadian Tire Corporation | CA$148.90 | 1.3% +CA$110.2m | -11.8% | PE8.5x | |
| PET Pet Valu Holdings | CA$39.50 | 3.9% +CA$105.3m | 17.7% | PE27.5x |
