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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedDec 03, 2025
DataAggregated Company Financials
Companies54
  • 7D-0.4%
  • 3M10.1%
  • 1Y25.0%
  • YTD29.4%

The Consumer Discretionary industry is up 1.8% in the last week, with Groupe Dynamite up 5.4%. In the last 12 months, the industry was up 25%. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Dec 2025CA$178.5bCA$145.1bCA$7.5b18.8x23.7x1.2x
Fri, 31 Oct 2025CA$168.1bCA$144.9bCA$7.7b17.5x21.7x1.2x
Sun, 28 Sep 2025CA$165.4bCA$144.4bCA$7.7b17.7x21.5x1.1x
Tue, 26 Aug 2025CA$163.3bCA$143.7bCA$7.6b17.9x21.5x1.1x
Thu, 24 Jul 2025CA$159.7bCA$142.1bCA$7.6b18x20.9x1.1x
Sat, 21 Jun 2025CA$152.9bCA$142.7bCA$7.6b15.9x20.2x1.1x
Mon, 19 May 2025CA$142.2bCA$136.2bCA$7.4b16x19.1x1x
Wed, 16 Apr 2025CA$130.0bCA$138.5bCA$7.0b14.9x18.6x0.9x
Fri, 14 Mar 2025CA$138.6bCA$150.5bCA$7.2b17.1x19.2x0.9x
Sun, 09 Feb 2025CA$139.3bCA$148.7bCA$8.2b15.2x17.1x0.9x
Tue, 07 Jan 2025CA$142.3bCA$148.6bCA$8.1b15.4x17.5x1x
Thu, 05 Dec 2024CA$146.7bCA$147.2bCA$8.0b15.1x18.3x1x
Sat, 02 Nov 2024CA$136.8bCA$145.1bCA$7.7b17.1x17.9x0.9x
Mon, 30 Sep 2024CA$139.3bCA$144.0bCA$7.5b17.8x18.6x1x
Wed, 28 Aug 2024CA$140.4bCA$144.5bCA$7.7b17.2x18.2x1x
Fri, 26 Jul 2024CA$136.7bCA$146.7bCA$8.0b14x17.1x0.9x
Sun, 23 Jun 2024CA$131.1bCA$145.9bCA$8.0b13.5x16.5x0.9x
Tue, 21 May 2024CA$135.3bCA$147.0bCA$8.0b13.9x16.9x0.9x
Thu, 18 Apr 2024CA$132.9bCA$146.9bCA$8.2b13.8x16.2x0.9x
Sat, 16 Mar 2024CA$136.8bCA$145.8bCA$8.1b15.2x17x0.9x
Mon, 12 Feb 2024CA$135.6bCA$145.3bCA$7.8b15.7x17.4x0.9x
Wed, 10 Jan 2024CA$136.7bCA$149.2bCA$7.7b15.9x17.7x0.9x
Fri, 08 Dec 2023CA$106.8bCA$144.6bCA$6.9b15.4x15.5x0.7x
Sun, 05 Nov 2023CA$104.8bCA$145.7bCA$7.2b14.8x14.6x0.7x
Tue, 03 Oct 2023CA$104.6bCA$143.2bCA$7.2b15x14.6x0.7x
Thu, 31 Aug 2023CA$111.7bCA$142.1bCA$7.0b16x15.9x0.8x
Sat, 29 Jul 2023CA$116.5bCA$136.7bCA$6.4b16.5x18.1x0.9x
Mon, 26 Jun 2023CA$108.8bCA$135.9bCA$6.5b15.5x16.9x0.8x
Wed, 24 May 2023CA$109.7bCA$137.1bCA$6.4b15.4x17x0.8x
Fri, 21 Apr 2023CA$110.6bCA$134.6bCA$6.7b15.8x16.4x0.8x
Sun, 19 Mar 2023CA$97.5bCA$125.8bCA$6.0b13.8x16.2x0.8x
Tue, 14 Feb 2023CA$102.6bCA$122.0bCA$6.5b13.9x15.8x0.8x
Thu, 12 Jan 2023CA$104.3bCA$121.0bCA$6.6b13.5x15.9x0.9x
Sat, 10 Dec 2022CA$102.2bCA$122.2bCA$6.6b15.6x15.5x0.8x
Price to Earnings Ratio

15.5x


Total Market Cap: CA$102.2bTotal Earnings: CA$6.6bTotal Revenue: CA$122.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 17.8x202320242025
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 23.7x which is higher than its 3-year average PE of 17.8x.
  • 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 4.6% per year over the last three years.
  • Revenues for these companies have grown 5.9% 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-0.11%
Consumer Discretionary-0.42%
Consumer Durables5.63%
Specialty Stores1.39%
Hospitality0.74%
Auto Components0.17%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Leisure-0.0092%
Luxury-0.29%
General Merchandise and Department Stores-2.12%
Consumer Services-4.57%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 4.9x.
    • 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 27% over the next 5 years.
  • This is better than its past earnings growth rate of 0.3% per year.
  • In contrast, the Consumer Services industry is expected to see its earnings decline by 9.9% 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
GRGD Groupe DynamiteCA$77.805.4%
+CA$434.4m		274.2%PE51.8x
CTC.A Canadian Tire CorporationCA$172.361.5%
+CA$136.8m		10.2%PE11.7x
MG Magna InternationalCA$68.960.6%
+CA$107.1m		7.1%PE13.5x
GOOS Canada Goose HoldingsCA$19.532.2%
+CA$40.8m		46.2%PE71.8x
ATZ AritziaCA$111.140.2%
+CA$25.4m		126.1%PE45.4x

Latest News

QSP.UN
CA$101.34
Restaurant Brands International Limited Partnership
7D
-0.7%
1Y
1.1%

We Think Restaurant Brands International Limited Partnership (TSE:QSP.UN) Is Taking Some Risk With Its Debt

Dec 03
We Think Restaurant Brands International Limited Partnership (TSE:QSP.UN) Is Taking Some Risk With Its Debt
GRGD
CA$77.80
Groupe Dynamite
7D
5.4%
1Y
274.2%
PET
CA$27.64
Pet Valu Holdings
7D
-3.4%
1Y
2.8%

Returns On Capital At Pet Valu Holdings (TSE:PET) Paint A Concerning Picture

Dec 02
Returns On Capital At Pet Valu Holdings (TSE:PET) Paint A Concerning Picture
CTC.A
CA$172.36
Canadian Tire Corporation
7D
1.5%
1Y
10.2%

Canadian Tire Corporation (TSE:CTC.A) Is Increasing Its Dividend To CA$1.80

Dec 02
Canadian Tire Corporation (TSE:CTC.A) Is Increasing Its Dividend To CA$1.80
LNF
CA$28.03
Leon's Furniture
7D
-1.3%
1Y
5.8%
GIL
CA$80.00
Gildan Activewear
7D
-0.7%
1Y
15.2%
ATZ
CA$111.14
Aritzia
7D
0.2%
1Y
126.1%
MG
CA$68.96
Magna International
7D
0.6%
1Y
7.1%

MG: Expansion Initiatives and Leadership Changes Will Define Balanced Year Ahead

Analysts have modestly reaffirmed Magna International's price target at $69.38, citing slight adjustments in discount rate and future price-to-earnings estimates as the foundation for their outlook. What's in the News GAC and Magna have launched a vehicle assembly program to accelerate electric mobility in Europe, with serial production of GAC’s electric SUV AION V now underway at Magna’s Graz facility.
LNR
CA$78.82
Linamar
7D
-0.6%
1Y
24.9%
GOOS
CA$19.53
Canada Goose Holdings
7D
2.2%
1Y
46.2%

GOOS: Anticipated Go-Private Bids Will Drive Share Price Upside

Canada Goose Holdings' analyst price target saw both upward and downward revisions, with recent updates ranging from $11 to C$24. Analysts are weighing the company's strategic shift toward lifestyle outerwear and ongoing speculation of a possible buyout amid evolving brand dynamics.
TWC
CA$23.40
TWC Enterprises
7D
1.7%
1Y
29.0%
DIV
CA$3.72
Diversified Royalty
7D
1.9%
1Y
24.0%
DTOL
CA$15.89
D2L
7D
-5.0%
1Y
-4.5%
TOY
CA$20.50
Spin Master
7D
1.1%
1Y
-40.7%

TOY: Brand Strength And Product Diversity Will Support Share Performance Ahead

Analysts have lowered their price target for Spin Master to C$27 from C$29. They cite more modest expectations for future revenue growth and profit margins as key factors influencing their updated outlook.
MRE
CA$10.10
Martinrea International
7D
-4.1%
1Y
-1.8%

Martinrea International (TSE:MRE) Has Affirmed Its Dividend Of CA$0.05

Nov 16
Martinrea International (TSE:MRE) Has Affirmed Its Dividend Of CA$0.05
DOL
CA$196.89
Dollarama
7D
-2.7%
1Y
40.1%