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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedJan 01, 2026
DataAggregated Company Financials
Companies53
  • 7D-0.9%
  • 3M9.1%
  • 1Y31.1%
  • YTD31.9%

In the last week, Consumer Discretionary has been flat. The past year has been better, since the industry has gained 31% in that time. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 02 Jan 2026CA$182.2bCA$144.3bCA$7.6b19.7x24x1.3x
Sun, 30 Nov 2025CA$178.9bCA$145.0bCA$7.5b19.2x23.8x1.2x
Tue, 28 Oct 2025CA$170.7bCA$145.0bCA$7.8b17.4x22x1.2x
Thu, 25 Sep 2025CA$164.8bCA$144.2bCA$7.7b17.4x21.5x1.1x
Sat, 23 Aug 2025CA$162.2bCA$143.5bCA$7.6b17.9x21.4x1.1x
Mon, 21 Jul 2025CA$159.9bCA$142.8bCA$7.7b17.3x20.9x1.1x
Wed, 18 Jun 2025CA$153.5bCA$142.1bCA$7.5b15.6x20.4x1.1x
Fri, 16 May 2025CA$139.0bCA$136.1bCA$7.4b15.9x18.7x1x
Sun, 13 Apr 2025CA$127.8bCA$138.1bCA$7.0b14.8x18.3x0.9x
Tue, 11 Mar 2025CA$141.8bCA$150.6bCA$7.3b18.2x19.3x0.9x
Thu, 06 Feb 2025CA$138.7bCA$148.9bCA$8.2b15.4x17x0.9x
Sat, 04 Jan 2025CA$140.8bCA$149.3bCA$8.2b15.5x17.3x0.9x
Mon, 02 Dec 2024CA$144.1bCA$146.9bCA$8.0b15.3x18x1x
Wed, 30 Oct 2024CA$139.4bCA$145.2bCA$7.5b17.5x18.5x1x
Fri, 27 Sep 2024CA$137.7bCA$143.8bCA$7.5b17.7x18.4x1x
Sun, 25 Aug 2024CA$139.1bCA$144.8bCA$7.7b16.5x18x1x
Tue, 23 Jul 2024CA$136.9bCA$146.3bCA$8.0b13.9x17.2x0.9x
Thu, 20 Jun 2024CA$131.7bCA$146.2bCA$8.0b13.3x16.5x0.9x
Sat, 18 May 2024CA$135.3bCA$147.0bCA$8.0b13.9x16.9x0.9x
Mon, 15 Apr 2024CA$133.5bCA$146.9bCA$8.2b13.9x16.2x0.9x
Wed, 13 Mar 2024CA$135.4bCA$145.5bCA$8.0b14.6x16.8x0.9x
Fri, 09 Feb 2024CA$135.9bCA$143.2bCA$7.7b15.9x17.7x0.9x
Sun, 07 Jan 2024CA$135.7bCA$149.0bCA$7.7b15.6x17.6x0.9x
Tue, 05 Dec 2023CA$107.1bCA$144.3bCA$6.9b15.3x15.6x0.7x
Thu, 02 Nov 2023CA$100.7bCA$144.5bCA$7.2b14.7x13.9x0.7x
Sat, 30 Sep 2023CA$104.0bCA$142.8bCA$7.1b15.1x14.6x0.7x
Mon, 28 Aug 2023CA$109.9bCA$142.5bCA$7.1b15.9x15.6x0.8x
Wed, 26 Jul 2023CA$116.8bCA$136.0bCA$6.4b16.3x18.2x0.9x
Fri, 23 Jun 2023CA$111.0bCA$135.7bCA$6.4b15.5x17.2x0.8x
Sun, 21 May 2023CA$110.3bCA$137.1bCA$6.4b15.3x17.1x0.8x
Tue, 18 Apr 2023CA$109.4bCA$134.1bCA$6.7b15.3x16.3x0.8x
Thu, 16 Mar 2023CA$97.6bCA$125.9bCA$6.0b14x16.3x0.8x
Sat, 11 Feb 2023CA$101.3bCA$121.9bCA$6.5b13.6x15.6x0.8x
Mon, 09 Jan 2023CA$102.2bCA$121.1bCA$6.6b13.2x15.6x0.8x
Price to Earnings Ratio

15.6x


Total Market Cap: CA$102.2bTotal Earnings: CA$6.6bTotal Revenue: CA$121.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18x202420252026
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 24.0x which is higher than its 3-year average PE of 18.0x.
  • The 3-year average PS ratio of 0.94x 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 4.9% per year over the last three years.
  • Revenues for these companies have grown 6.0% 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 Market-0.51%
Consumer Discretionary-0.88%
Consumer Durables1.62%
General Merchandise and Department Stores0.057%
Auto0%0
Online Retail and Ecommerce0%0
Luxury-0.37%
Auto Components-0.46%
Specialty Stores-1.25%
Hospitality-2.28%
Leisure-2.60%
Consumer Services-2.84%
Retail Distributors-11.11%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 8.0x.
    • 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 Hospitality industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings growth rate of 0.3% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 8.6% 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
CTC.A Canadian Tire CorporationCA$173.940.9%
+CA$80.2m		15.0%PE11.7x
ATZ AritziaCA$117.350.6%
+CA$76.2m		119.6%PE48x
GOOS Canada Goose HoldingsCA$17.792.2%
+CA$36.9m		23.2%PE65.4x
GBT BMTC GroupCA$12.863.5%
+CA$13.7m		-2.9%PE14.2x
AEG Aegis BrandsCA$0.4150.0%
+CA$11.5m		9.5%PE14.1x

Latest News

AEG
CA$0.41
Aegis Brands
7D
50.0%
1Y
9.5%

Subdued Growth No Barrier To Aegis Brands Inc. (TSE:AEG) With Shares Advancing 35%

Jan 01
Subdued Growth No Barrier To Aegis Brands Inc. (TSE:AEG) With Shares Advancing 35%
ATZ
CA$117.35
Aritzia
7D
0.6%
1Y
119.6%
DBO
CA$0.94
D-BOX Technologies
7D
2.2%
1Y
571.4%

D-BOX Technologies Inc.'s (TSE:DBO) 40% Share Price Surge Not Quite Adding Up

Dec 31
D-BOX Technologies Inc.'s (TSE:DBO) 40% Share Price Surge Not Quite Adding Up
DOO
CA$97.05
BRP
7D
-2.0%
1Y
32.6%

BRP (TSE:DOO) Has Affirmed Its Dividend Of CA$0.215

Dec 30
BRP (TSE:DOO) Has Affirmed Its Dividend Of CA$0.215
CTC.A
CA$173.94
Canadian Tire Corporation
7D
0.9%
1Y
15.0%

CTC.A: Dividends And Buybacks Will Continue To Support Measured Returns

Narrative Update on Canadian Tire Corporation Analysts have maintained their price target for Canadian Tire Corporation at approximately $180.55 per share, reflecting largely unchanged assumptions around revenue growth, profit margins, and future valuation multiples despite a marginally lower discount rate. What's in the News Board declares a quarterly dividend of $1.80 per share payable March 1, 2026, marking the 16th consecutive annual dividend increase and lifting the annual payout to $7.20 per share, up about 1.4 percent from the prior year (Key Developments).
DOL
CA$205.14
Dollarama
7D
-0.08%
1Y
46.2%
MG
CA$73.17
Magna International
7D
-0.4%
1Y
21.8%
GOOS
CA$17.79
Canada Goose Holdings
7D
2.2%
1Y
23.2%

GOOS: Future Buybacks Will Support Upside Despite Reduced Profit Outlook

Analysts have lowered their price target on Canada Goose Holdings by $2, from $13 to $11. They cite a more cautious outlook on profitability, despite slightly improved revenue growth expectations.
KITS
CA$18.33
Kits Eyecare
7D
1.5%
1Y
117.4%

After Leaping 27% Kits Eyecare Ltd. (TSE:KITS) Shares Are Not Flying Under The Radar

Dec 20
After Leaping 27% Kits Eyecare Ltd. (TSE:KITS) Shares Are Not Flying Under The Radar
LNR
CA$82.96
Linamar
7D
-0.9%
1Y
46.1%

Linamar Corporation's (TSE:LNR) Intrinsic Value Is Potentially 46% Above Its Share Price

Dec 20
Linamar Corporation's (TSE:LNR) Intrinsic Value Is Potentially 46% Above Its Share Price
IFA
CA$1.84
iFabric
7D
17.2%
1Y
61.4%

Even With A 36% Surge, Cautious Investors Are Not Rewarding iFabric Corp.'s (TSE:IFA) Performance Completely

Dec 18
Even With A 36% Surge, Cautious Investors Are Not Rewarding iFabric Corp.'s (TSE:IFA) Performance Completely
GRGD
CA$82.67
Groupe Dynamite
7D
-4.6%
1Y
325.0%
GIL
CA$85.79
Gildan Activewear
7D
-0.7%
1Y
26.8%

GIL: Future Outlook Will Balance Buybacks Index Inclusion And Earnings Expectations

Analysts have raised their price target on Gildan Activewear by roughly 10 percent to reflect significantly stronger expected revenue growth, which is partially offset by a more conservative view on profit margins and valuation multiples. What's in the News Completed share repurchase of 9,978,864 shares, representing 6.39% of outstanding shares, for a total of about $480 million under the buyback announced on August 1, 2024 (company disclosure) The most recent tranche of the buyback saw 855,000 shares repurchased between June 30, 2025 and August 8, 2025 for $45 million, equal to roughly 0.57% of shares (company disclosure) Reaffirmed 2025 earnings guidance, with full year revenue still expected to grow at a mid single digit rate compared with the prior year (company guidance) Added as a constituent of the FTSE All-World Index (USD), expanding the company investor base and potential passive ownership (index announcement) Valuation Changes Fair Value Estimate has risen moderately, increasing from CA$80.08 to CA$88.39 per share.
TOY
CA$19.05
Spin Master
7D
-4.8%
1Y
-43.8%
QSP.UN
CA$94.01
Restaurant Brands International Limited Partnership
7D
-2.6%
1Y
0.8%
GBT
CA$12.86
BMTC Group
7D
3.5%
1Y
-2.9%