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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies54
  • 7D3.9%
  • 3M11.0%
  • 1Y36.5%
  • YTD3.6%

In the last week, the Consumer Discretionary industry is up 3.6%, with Magna International up 17%. In the last 12 months, the industry was up 37%. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Feb 2026CA$185.9bCA$144.9bCA$7.4b18.4x25.2x1.3x
Sat, 17 Jan 2026CA$185.3bCA$145.7bCA$7.7b19.8x24x1.3x
Mon, 15 Dec 2025CA$180.6bCA$144.5bCA$7.6b19.4x23.8x1.2x
Wed, 12 Nov 2025CA$169.5bCA$145.6bCA$7.5b18.3x22.5x1.2x
Fri, 10 Oct 2025CA$166.0bCA$144.9bCA$7.7b18.6x21.5x1.1x
Sun, 07 Sep 2025CA$162.7bCA$143.9bCA$7.6b17.5x21.3x1.1x
Tue, 05 Aug 2025CA$159.3bCA$142.8bCA$7.8b16.9x20.3x1.1x
Thu, 03 Jul 2025CA$155.1bCA$141.9bCA$7.6b16.4x20.5x1.1x
Sat, 31 May 2025CA$150.2bCA$142.5bCA$7.5b16.4x20x1.1x
Mon, 28 Apr 2025CA$132.1bCA$138.0bCA$7.0b15.7x19x1x
Wed, 26 Mar 2025CA$138.3bCA$148.9bCA$7.2b16.7x19.1x0.9x
Fri, 21 Feb 2025CA$140.5bCA$149.1bCA$7.1b19.5x19.9x0.9x
Sun, 19 Jan 2025CA$138.2bCA$149.5bCA$8.2b14.8x16.9x0.9x
Tue, 17 Dec 2024CA$144.9bCA$148.1bCA$8.1b14.4x17.9x1x
Thu, 14 Nov 2024CA$139.9bCA$146.1bCA$7.9b16.1x17.7x1x
Sat, 12 Oct 2024CA$139.5bCA$144.6bCA$7.5b18.1x18.6x1x
Mon, 09 Sep 2024CA$134.3bCA$144.2bCA$7.4b17.4x18.1x0.9x
Wed, 07 Aug 2024CA$135.8bCA$146.4bCA$7.7b14.1x17.6x0.9x
Fri, 05 Jul 2024CA$132.8bCA$145.4bCA$7.9b13.7x16.7x0.9x
Sun, 02 Jun 2024CA$133.5bCA$146.1bCA$8.1b12.8x16.5x0.9x
Tue, 30 Apr 2024CA$134.2bCA$146.3bCA$8.2b14x16.4x0.9x
Thu, 28 Mar 2024CA$138.0bCA$146.0bCA$8.1b15.1x17x0.9x
Sat, 24 Feb 2024CA$136.1bCA$145.0bCA$7.4b15.4x18.4x0.9x
Mon, 22 Jan 2024CA$138.0bCA$149.4bCA$7.7b15.9x17.9x0.9x
Wed, 20 Dec 2023CA$135.6bCA$148.9bCA$7.7b15.6x17.5x0.9x
Fri, 17 Nov 2023CA$108.0bCA$145.8bCA$7.0b15.1x15.5x0.7x
Sun, 15 Oct 2023CA$103.0bCA$143.4bCA$7.2b14.5x14.4x0.7x
Tue, 12 Sep 2023CA$108.9bCA$142.9bCA$7.2b15.5x15.1x0.8x
Thu, 10 Aug 2023CA$115.1bCA$140.9bCA$7.1b16.6x16.1x0.8x
Sat, 08 Jul 2023CA$114.3bCA$136.4bCA$6.5b16.7x17.7x0.8x
Mon, 05 Jun 2023CA$109.1bCA$137.2bCA$6.5b15.5x16.9x0.8x
Wed, 03 May 2023CA$112.3bCA$135.4bCA$6.8b16.2x16.5x0.8x
Fri, 31 Mar 2023CA$108.2bCA$134.7bCA$6.8b13.5x15.9x0.8x
Sun, 26 Feb 2023CA$102.0bCA$123.9bCA$6.5b14x15.6x0.8x
Price to Earnings Ratio

15.6x


Total Market Cap: CA$102.0bTotal Earnings: CA$6.5bTotal Revenue: CA$123.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.3x202420252026
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 25.1x which is higher than its 3-year average PE of 18.3x.
  • The 3-year average PS ratio of 0.95x 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 4.1% per year over the last three years.
  • Revenues for these companies have grown 5.3% 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 Market0.084%
Consumer Discretionary3.95%
Retail Distributors14.29%
Auto Components13.49%
Specialty Stores7.19%
General Merchandise and Department Stores3.75%
Leisure1.84%
Luxury1.01%
Auto0%0
Online Retail and Ecommerce0%0
Consumer Durables-2.41%
Hospitality-3.89%
Consumer Services-3.92%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 25.2x.
    • Analysts are expecting annual earnings growth of 22.4%, which is higher than its past year's earnings growth of 2.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 24% 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 8.5% 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$91.5816.9%
+CA$3.6b		68.5%PE22.6x
DOL DollaramaCA$195.753.6%
+CA$1.9b		36.3%PE40.8x
ATZ AritziaCA$126.589.0%
+CA$1.2b		79.0%PE42.7x
GRGD Groupe DynamiteCA$82.978.5%
+CA$1.0b		366.9%PE46.3x
CTC.A Canadian Tire CorporationCA$184.744.4%
+CA$410.9m		27.3%PE12.5x

Latest News

ACQ
CA$28.76
AutoCanada
7D
-3.4%
1Y
50.7%
KITS
CA$18.83
Kits Eyecare
7D
-0.8%
1Y
114.0%
DOL
CA$195.75
Dollarama
7D
3.6%
1Y
36.3%

DOL: Share Buybacks Will Likely Fail To Justify Elevated P/E

Analysts have nudged their CA$ price target for Dollarama slightly higher, reflecting small model adjustments to the discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations. What's in the News From August 4, 2025 to November 2, 2025, Dollarama repurchased 2,605,912 shares for CA$484.6 million, representing 0.94% of its shares.
LNR
CA$92.25
Linamar
7D
1.3%
1Y
75.0%
MG
CA$91.58
Magna International
7D
16.9%
1Y
68.5%
QSP.UN
CA$91.27
Restaurant Brands International Limited Partnership
7D
-4.5%
1Y
0.6%

Restaurant Brands International Limited Partnership's (TSE:QSP.UN) Share Price Not Quite Adding Up

Feb 16
Restaurant Brands International Limited Partnership's (TSE:QSP.UN) Share Price Not Quite Adding Up
GIL
CA$99.00
Gildan Activewear
7D
0.7%
1Y
29.1%

GIL: Dividend Aristocrat Status And Capital Returns Will Support Steady Future Performance

Analysts have adjusted their price target on Gildan Activewear slightly lower, from about CA$101.00 to around CA$99.65. This change reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
RVLY
CA$0.01
Rivalry
7D
-75.0%
1Y
-92.3%
DTOL
CA$10.32
D2L
7D
-4.0%
1Y
-47.5%

DTOL: Share Repurchases And Higher Margin Outlook Will Support Future Upside

Analysts have trimmed their price target on D2L from about CA$21.58 to around CA$19.67. They point to updated assumptions for revenue growth, profit margins and a lower future P/E multiple as the key drivers of this change.
PBL
CA$18.95
Pollard Banknote
7D
-2.7%
1Y
-33.0%
MTY
CA$41.80
MTY Food Group
7D
-2.0%
1Y
-7.5%
CTC.A
CA$184.74
Canadian Tire Corporation
7D
4.4%
1Y
27.3%

CTC.A: Loyalty Partnership And Margin Outlook Will Shape Balanced Future Outcomes

Analysts have nudged their price target on Canadian Tire Corporation higher by C$5, reflecting updated views on its discount rate, revenue growth assumptions, profit margin outlook and expected future P/E, as highlighted in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the C$5 price target lift as aligned with updated assumptions on discount rates, suggesting they are more comfortable with how future cash flows are being valued.
DOO
CA$109.49
BRP
7D
1.8%
1Y
75.2%

DOO: Catalyst Watch And Execution Risks Will Shape Upcoming Earnings Trajectory

Analysts have nudged their average fair value estimate for BRP to about $118 from roughly $116, citing slightly higher assumed revenue growth and profit margins and referencing recent price target increases from Citi, UBS and National Bank as support for the updated outlook. Analyst Commentary Recent Street research on BRP clusters around higher price targets and a mixed but generally constructive tone, with analysts adjusting their views based on updated assumptions for growth, profitability and execution risk.
ATZ
CA$126.58
Aritzia
7D
9.0%
1Y
79.0%

ATZ: Higher P/E Expectations Will Shape Future Upside Potential

Aritzia's fair value estimate has been revised higher to C$128.92 from C$64.00, reflecting analysts' higher price targets in the C$148 to C$155 range and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Aritzia reflects a cluster of higher price targets in the C$132 to C$155 range, paired with generally positive ratings such as Buy and Outperform.
GRGD
CA$82.97
Groupe Dynamite
7D
8.5%
1Y
366.9%

Returns On Capital Are A Standout For Groupe Dynamite (TSE:GRGD)

Jan 23
Returns On Capital Are A Standout For Groupe Dynamite (TSE:GRGD)
TWC
CA$22.30
TWC Enterprises
7D
-1.0%
1Y
25.6%