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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedApr 10, 2026
DataAggregated Company Financials
Companies54
  • 7D3.6%
  • 3M-2.4%
  • 1Y40.6%
  • YTD-1.4%

Over the last 7 days, the Consumer Discretionary industry has risen 3.6%, driven by gains from Aritzia of 11%. This means that the industry has gained 41% over the past year. 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
Fri, 10 Apr 2026CA$182.4bCA$146.4bCA$7.5b16.1x24.4x1.2x
Sun, 08 Mar 2026CA$185.2bCA$144.5bCA$7.2b16.9x25.6x1.3x
Tue, 03 Feb 2026CA$170.6bCA$144.3bCA$7.6b19.6x22.4x1.2x
Thu, 01 Jan 2026CA$182.2bCA$144.3bCA$7.6b19.7x24x1.3x
Sat, 29 Nov 2025CA$180.1bCA$145.0bCA$7.5b19.2x23.9x1.2x
Mon, 27 Oct 2025CA$170.7bCA$145.0bCA$7.8b17.4x22x1.2x
Wed, 24 Sep 2025CA$165.4bCA$143.9bCA$7.7b17.6x21.6x1.1x
Fri, 22 Aug 2025CA$161.6bCA$143.9bCA$7.6b17.8x21.2x1.1x
Sun, 20 Jul 2025CA$159.9bCA$142.8bCA$7.7b17.3x20.9x1.1x
Tue, 17 Jun 2025CA$152.8bCA$141.8bCA$7.5b15.9x20.3x1.1x
Thu, 15 May 2025CA$140.5bCA$136.1bCA$7.4b15.9x18.9x1x
Sat, 12 Apr 2025CA$125.5bCA$138.2bCA$7.0b14.7x17.9x0.9x
Mon, 10 Mar 2025CA$141.8bCA$150.2bCA$7.3b18.6x19.4x0.9x
Wed, 05 Feb 2025CA$138.5bCA$149.1bCA$8.2b15.5x16.9x0.9x
Fri, 03 Jan 2025CA$141.0bCA$149.0bCA$8.1b15.4x17.3x0.9x
Sun, 01 Dec 2024CA$144.1bCA$146.9bCA$8.0b15.3x18x1x
Tue, 29 Oct 2024CA$138.3bCA$145.0bCA$7.5b17.3x18.4x1x
Thu, 26 Sep 2024CA$138.7bCA$143.8bCA$7.5b17.8x18.5x1x
Sat, 24 Aug 2024CA$138.3bCA$144.8bCA$7.7b16.5x17.9x1x
Mon, 22 Jul 2024CA$136.9bCA$146.1bCA$8.0b13.5x17.2x0.9x
Wed, 19 Jun 2024CA$131.9bCA$146.3bCA$8.0b13.4x16.5x0.9x
Fri, 17 May 2024CA$135.5bCA$146.9bCA$8.0b13.9x16.9x0.9x
Sun, 14 Apr 2024CA$135.9bCA$146.9bCA$8.2b13.9x16.5x0.9x
Tue, 12 Mar 2024CA$135.4bCA$145.4bCA$8.0b15.3x16.9x0.9x
Thu, 08 Feb 2024CA$136.0bCA$143.2bCA$7.7b15.9x17.8x0.9x
Sat, 06 Jan 2024CA$135.8bCA$149.0bCA$7.7b15.6x17.6x0.9x
Mon, 04 Dec 2023CA$107.1bCA$144.1bCA$6.8b15.4x15.6x0.7x
Wed, 01 Nov 2023CA$100.9bCA$144.5bCA$7.2b14.4x13.9x0.7x
Fri, 29 Sep 2023CA$104.0bCA$142.3bCA$7.1b15x14.6x0.7x
Sun, 27 Aug 2023CA$109.9bCA$142.5bCA$7.1b15.9x15.6x0.8x
Tue, 25 Jul 2023CA$116.6bCA$136.0bCA$6.4b16.5x18.2x0.9x
Thu, 22 Jun 2023CA$111.0bCA$135.8bCA$6.4b15.5x17.2x0.8x
Sat, 20 May 2023CA$110.3bCA$137.1bCA$6.3b15.3x17.4x0.8x
Mon, 17 Apr 2023CA$109.4bCA$134.0bCA$6.7b15.3x16.3x0.8x
Price to Earnings Ratio

16.3x


Total Market Cap: CA$109.4bTotal Earnings: CA$6.7bTotal Revenue: CA$134.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.7x202420252026
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 24.4x which is higher than its 3-year average PE of 18.7x.
  • The 3-year average PS ratio of 0.97x 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 3.6% per year over the last three years.
  • Revenues for these companies have grown 3.0% 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 Market1.31%
Consumer Discretionary3.59%
Specialty Stores8.01%
Consumer Services6.01%
Luxury4.76%
Leisure4.53%
Auto Components3.28%
Hospitality2.89%
General Merchandise and Department Stores1.62%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Consumer Durables-2.28%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 56.8%, which is higher than its past year's earnings decline of 65.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 57% over the next 5 years.
  • This is better than its past earnings decline of 65% per year.
  • In contrast, the Hospitality 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
ATZ AritziaCA$126.6410.8%
+CA$1.4b		208.4%PE42.3x
QSP.UN Restaurant Brands International Limited PartnershipCA$103.883.0%
+CA$1.0b		15.5%PE21x
MG Magna InternationalCA$79.854.1%
+CA$862.5m		77.8%PE19.3x
GRGD Groupe DynamiteCA$87.289.0%
+CA$789.2m		700.0%PE37.9x
GIL Gildan ActivewearCA$79.264.6%
+CA$650.0m		41.1%PE27x

Latest News

KITS
CA$14.74
Kits Eyecare
7D
-4.0%
1Y
34.2%
PESO
CA$0.39
PesoRama
7D
-6.1%
1Y
156.7%
CTC.A
CA$196.02
Canadian Tire Corporation
7D
3.6%
1Y
34.4%

CTC.A: Loyalty And AI Partnerships Will Steer Balanced Fair Value Expectations

Analysts have lifted the average price target for Canadian Tire to about CA$193 from roughly CA$191, citing updated assumptions regarding fair value, discount rate, revenue growth, profit margins and expected future P/E multiples. Analyst Commentary Recent research updates show a cluster of higher price targets for Canadian Tire, alongside a shift in stance from some more cautious voices.
GRGD
CA$87.28
Groupe Dynamite
7D
9.0%
1Y
700.0%
GIL
CA$79.26
Gildan Activewear
7D
4.6%
1Y
41.1%
MG
CA$79.85
Magna International
7D
4.1%
1Y
77.8%

MG: Buybacks And Dividend Momentum Will Support Confidence In 2026 Outlook

Analysts have slightly adjusted their CA$ price target on Magna International as small changes to the discount rate, revenue growth, profit margin and future P/E assumptions feed into an updated view of the stock's valuation. What's in the News Magna introduced DHD REX, a dedicated hybrid drive for range extended electric vehicles that aims to offer an electric-like driving experience with instant torque response, quiet operation, and modular integration across multiple vehicle segments and platforms (Product-Related Announcement).
DOO
CA$105.67
BRP
7D
4.3%
1Y
109.6%

DOO: Share Capture And 2026 Earnings Setup Will Support Upside Potential

Analysts have trimmed the average fair value estimate for BRP to CA$117.70 from CA$118.25, reflecting recent CA$7, CA$4 and CA$1 price target cuts, alongside mixed but still constructive views on earnings potential and market share gains into 2026. Analyst Commentary Recent research on BRP presents a mixed picture, with bullish analysts seeing room for the company to gain share and improve earnings quality into 2026, while more cautious voices focus on execution risks and the current powersports backdrop.
ATZ
CA$126.64
Aritzia
7D
10.8%
1Y
208.4%

ATZ: Higher Margin Outlook And Store Expansion Will Support Future Upside Potential

Aritzia's analyst price target has been nudged higher, with the fair value estimate moving from CA$151.42 to CA$151.54 as analysts factor in updated targets in the CA$135 to CA$155 range and refine assumptions around growth, profitability and P/E expectations. Analyst Commentary Bullish analysts have clustered their updated price targets for Aritzia in a relatively tight CA$135 to CA$155 range, suggesting a shared view of where valuation could reasonably sit if current assumptions around growth and profitability hold.
DOL
CA$174.67
Dollarama
7D
1.2%
1Y
12.4%

DOL: Cautious Outlook On P/E Assumptions Will Likely Pressure Shares

Analysts have trimmed their CA$ price targets on Dollarama, and the updated fair value estimate has shifted from CA$166.73 to CA$153.59 as they factor in more conservative assumptions for revenue growth, profit margins, and long term P/E multiples. Analyst Commentary Recent Street research reflects a more cautious tone around Dollarama, with several bearish analysts trimming price targets by amounts ranging from CA$2 to CA$20.
PET
CA$20.54
Pet Valu Holdings
7D
-2.8%
1Y
-18.7%

PET: Store Expansion And Wholesale Mix Shifts Will Offset Softer Outlook

Analysts have reduced their average Pet Valu Holdings price target to around CA$32. This reflects a cluster of lower targets in the CA$28 to CA$34 range, as they factor in softer recent results, a more competitive promotional environment, and a fiscal 2026 outlook that fell short of prior expectations.
ACQ
CA$20.73
AutoCanada
7D
-2.4%
1Y
34.4%

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DII.B
CA$1.62
Dorel Industries
7D
-12.0%
1Y
5.9%
QSP.UN
CA$103.88
Restaurant Brands International Limited Partnership
7D
3.0%
1Y
15.5%
XTC
CA$7.13
Exco Technologies
7D
-5.1%
1Y
33.8%
AW
CA$37.01
A & W Food Services of Canada
7D
-0.6%
1Y
19.0%
DBO
CA$0.78
D-BOX Technologies
7D
-2.5%
1Y
457.1%