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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedNov 07, 2025
DataAggregated Company Financials
Companies54
  • 7D0.08%
  • 3M6.7%
  • 1Y15.7%
  • YTD21.2%

Last week, the Consumer Discretionary industry hasn't moved much but Magna International is up 12% in that time. As for the the longer term, the industry is up 16% over the past 12 months. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 07 Nov 2025CA$168.5bCA$145.9bCA$7.5b17.4x22.3x1.2x
Sun, 05 Oct 2025CA$169.8bCA$144.5bCA$7.7b18.7x22x1.2x
Tue, 02 Sep 2025CA$161.3bCA$143.2bCA$7.6b17.6x21.2x1.1x
Thu, 31 Jul 2025CA$159.9bCA$143.5bCA$7.7b17x20.7x1.1x
Sat, 28 Jun 2025CA$154.1bCA$142.5bCA$7.6b16.1x20.4x1.1x
Mon, 26 May 2025CA$141.8bCA$134.8bCA$7.4b15.7x19.2x1.1x
Wed, 23 Apr 2025CA$128.8bCA$137.8bCA$7.0b15.1x18.5x0.9x
Fri, 21 Mar 2025CA$138.4bCA$149.1bCA$7.3b16.2x19.1x0.9x
Sun, 16 Feb 2025CA$138.2bCA$149.1bCA$7.1b18.6x19.5x0.9x
Tue, 14 Jan 2025CA$138.6bCA$149.1bCA$8.2b14.3x16.9x0.9x
Thu, 12 Dec 2024CA$146.2bCA$147.6bCA$8.0b14.9x18.2x1x
Sat, 09 Nov 2024CA$139.1bCA$145.4bCA$7.9b15.6x17.7x1x
Mon, 07 Oct 2024CA$139.3bCA$143.4bCA$7.4b17.9x18.7x1x
Wed, 04 Sep 2024CA$139.5bCA$145.1bCA$7.8b17.3x18x1x
Fri, 02 Aug 2024CA$138.5bCA$146.9bCA$7.9b13.8x17.5x0.9x
Sun, 30 Jun 2024CA$132.0bCA$145.9bCA$8.0b13.7x16.6x0.9x
Tue, 28 May 2024CA$133.1bCA$147.1bCA$8.0b13x16.6x0.9x
Thu, 25 Apr 2024CA$134.2bCA$146.5bCA$8.2b14x16.4x0.9x
Sat, 23 Mar 2024CA$137.3bCA$146.2bCA$8.1b14.9x17x0.9x
Mon, 19 Feb 2024CA$135.4bCA$144.8bCA$7.3b15.7x18.6x0.9x
Wed, 17 Jan 2024CA$135.5bCA$149.8bCA$7.7b16x17.5x0.9x
Fri, 15 Dec 2023CA$131.8bCA$149.2bCA$7.7b15.6x17x0.9x
Sun, 12 Nov 2023CA$104.7bCA$145.9bCA$7.0b14.5x15x0.7x
Tue, 10 Oct 2023CA$103.9bCA$143.3bCA$7.2b14.7x14.5x0.7x
Thu, 07 Sep 2023CA$110.5bCA$142.7bCA$7.1b15.4x15.6x0.8x
Sat, 05 Aug 2023CA$115.1bCA$137.3bCA$6.4b16.6x18.1x0.8x
Mon, 03 Jul 2023CA$115.3bCA$136.2bCA$6.4b16.7x17.9x0.8x
Wed, 31 May 2023CA$107.8bCA$137.6bCA$6.5b15.4x16.7x0.8x
Fri, 28 Apr 2023CA$111.4bCA$135.2bCA$6.8b16.1x16.4x0.8x
Sun, 26 Mar 2023CA$106.1bCA$135.8bCA$6.9b13.3x15.4x0.8x
Tue, 21 Feb 2023CA$103.6bCA$123.1bCA$6.5b14.2x15.9x0.8x
Thu, 19 Jan 2023CA$104.6bCA$121.5bCA$6.6b13.5x15.9x0.9x
Sat, 17 Dec 2022CA$100.5bCA$122.5bCA$6.6b15.2x15.3x0.8x
Mon, 14 Nov 2022CA$100.0bCA$120.6bCA$6.4b13.7x15.7x0.8x
Price to Earnings Ratio

15.7x


Total Market Cap: CA$100.0bTotal Earnings: CA$6.4bTotal Revenue: CA$120.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 17.6x202320242025
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 22.3x which is higher than its 3-year average PE of 17.6x.
  • The 3-year average PS ratio of 0.92x 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 5.8% per year over the last three years.
  • Revenues for these companies have grown 6.6% 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-0.77%
Consumer Discretionary0.082%
Consumer Durables11.45%
Auto Components9.04%
Retail Distributors7.69%
General Merchandise and Department Stores0.86%
Hospitality0.10%
Online Retail and Ecommerce0%0
Leisure-2.31%
Consumer Services-3.80%
Luxury-5.27%
Specialty Stores-5.61%
Auto-66.67%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 3.7x.
    • 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 Leisure industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings growth rate of 13% per year.
  • In contrast, the Consumer Services industry is expected to see its earnings decline by 10% 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
MG Magna InternationalCA$70.1212.2%
+CA$2.2b		17.2%PE13.6x
CTC.A Canadian Tire CorporationCA$170.343.9%
+CA$339.8m		11.6%PE11.6x
DOL DollaramaCA$181.710.3%
+CA$169.7m		21.6%PE39.4x
QSP.UN Restaurant Brands International Limited PartnershipCA$93.580.5%
+CA$167.8m		-2.3%PE17.3x
LNF Leon's FurnitureCA$29.502.0%
+CA$38.9m		6.0%PE12.6x

Latest News

PET
CA$27.40
Pet Valu Holdings
7D
-21.0%
1Y
8.0%

Pet Valu Holdings (TSE:PET) Is Paying Out A Dividend Of CA$0.12

Nov 07
Pet Valu Holdings (TSE:PET) Is Paying Out A Dividend Of CA$0.12
TOY
CA$20.00
Spin Master
7D
-5.7%
1Y
-34.9%

Spin Master's (TSE:TOY) Earnings May Just Be The Starting Point

Nov 07
Spin Master's (TSE:TOY) Earnings May Just Be The Starting Point
GOOS
CA$17.20
Canada Goose Holdings
7D
-10.4%
1Y
27.7%
CTC.A
CA$170.34
Canadian Tire Corporation
7D
3.9%
1Y
11.6%
ATZ
CA$94.11
Aritzia
7D
-1.5%
1Y
111.4%

ATZ: Continued Double-Digit Sales Gains Will Shape Near-Term Performance

Aritzia’s analyst price target has increased from approximately C$99 to C$101, as analysts cite strengthening growth prospects and resilient performance according to recent research updates. Analyst Commentary Recent updates from Street research indicate a trend of rising optimism among analysts covering Aritzia.
TWC
CA$22.74
TWC Enterprises
7D
4.1%
1Y
29.9%
MRE
CA$10.18
Martinrea International
7D
2.0%
1Y
-7.9%
GIL
CA$78.68
Gildan Activewear
7D
-4.3%
1Y
15.4%

GIL: Share Buyback Completion Will Support Higher Profit Margins Going Forward

Gildan Activewear's average analyst price target has been revised upward by nearly $6 to $100.77. This change reflects analysts' optimism about the company's stronger projected profit margins and improved valuation metrics.
MG
CA$70.12
Magna International
7D
12.2%
1Y
17.2%
DOL
CA$181.71
Dollarama
7D
0.3%
1Y
21.6%

Estimating The Fair Value Of Dollarama Inc. (TSE:DOL)

Nov 02
Estimating The Fair Value Of Dollarama Inc. (TSE:DOL)
QSP.UN
CA$93.58
Restaurant Brands International Limited Partnership
7D
0.5%
1Y
-2.3%
DOO
CA$88.44
BRP
7D
-1.2%
1Y
30.4%

Future Market Leadership Will Be Driven By Electrification And Global Expansion Plans

BRP’s analyst price target has risen modestly from $102.82 to $103.47. Analysts point to stronger-than-expected outlooks and recent upward revisions following better Q2 results and enhanced guidance.
LNF
CA$29.50
Leon's Furniture
7D
2.0%
1Y
6.0%
LNR
CA$74.75
Linamar
7D
-1.6%
1Y
26.0%
GRGD
CA$64.54
Groupe Dynamite
7D
-9.5%
1Y
n/a
BILD
CA$2.35
BuildDirect.com Technologies
7D
13.5%
1Y
487.5%

BuildDirect.com Technologies Inc. (CVE:BILD) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely

Sep 17
BuildDirect.com Technologies Inc. (CVE:BILD) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely