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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies54
  • 7D1.1%
  • 3M15.4%
  • 1Y35.3%
  • YTD1.5%

Over the last 7 days, the Consumer Discretionary industry has risen 1.1%, driven by gains from Aritzia of 11%. This takes the industry's 12 month performance to a gain of 35%. 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
Wed, 14 Jan 2026CA$185.5bCA$145.5bCA$7.7b19.8x24.1x1.3x
Fri, 12 Dec 2025CA$180.8bCA$144.6bCA$7.6b19.6x23.8x1.3x
Sun, 09 Nov 2025CA$168.7bCA$145.7bCA$7.5b17.6x22.4x1.2x
Tue, 07 Oct 2025CA$169.8bCA$144.5bCA$7.7b18.7x22x1.2x
Thu, 04 Sep 2025CA$160.6bCA$143.6bCA$7.6b17.5x21.1x1.1x
Sat, 02 Aug 2025CA$159.4bCA$143.4bCA$7.7b16.9x20.6x1.1x
Mon, 30 Jun 2025CA$154.0bCA$142.5bCA$7.6b16.1x20.4x1.1x
Wed, 28 May 2025CA$142.8bCA$135.3bCA$7.4b15.9x19.3x1.1x
Fri, 25 Apr 2025CA$131.5bCA$138.0bCA$7.0b15.4x18.9x1x
Sun, 23 Mar 2025CA$137.0bCA$149.3bCA$7.3b15.9x18.8x0.9x
Tue, 18 Feb 2025CA$138.2bCA$149.1bCA$7.1b18.6x19.5x0.9x
Thu, 16 Jan 2025CA$138.2bCA$148.7bCA$8.1b14.9x17x0.9x
Sat, 14 Dec 2024CA$145.7bCA$148.0bCA$8.1b14.8x18x1x
Mon, 11 Nov 2024CA$141.3bCA$145.4bCA$7.9b15.7x17.9x1x
Wed, 09 Oct 2024CA$138.4bCA$143.9bCA$7.5b18x18.6x1x
Fri, 06 Sep 2024CA$137.8bCA$144.8bCA$7.8b17.3x17.8x1x
Sun, 04 Aug 2024CA$135.8bCA$146.9bCA$7.8b15.1x17.5x0.9x
Tue, 02 Jul 2024CA$132.0bCA$146.2bCA$8.0b13.7x16.6x0.9x
Thu, 30 May 2024CA$132.5bCA$147.5bCA$8.1b12.8x16.5x0.9x
Sat, 27 Apr 2024CA$134.2bCA$146.3bCA$8.2b14.1x16.4x0.9x
Mon, 25 Mar 2024CA$137.3bCA$146.2bCA$8.1b14.8x16.9x0.9x
Wed, 21 Feb 2024CA$135.1bCA$145.0bCA$7.3b15.4x18.5x0.9x
Fri, 19 Jan 2024CA$135.5bCA$149.8bCA$7.7b15.9x17.5x0.9x
Sun, 17 Dec 2023CA$135.5bCA$149.1bCA$7.7b15.5x17.5x0.9x
Tue, 14 Nov 2023CA$104.3bCA$146.0bCA$7.0b14.5x15x0.7x
Thu, 12 Oct 2023CA$105.0bCA$143.0bCA$7.2b14.5x14.7x0.7x
Sat, 09 Sep 2023CA$109.2bCA$143.2bCA$7.2b15.3x15.2x0.8x
Mon, 07 Aug 2023CA$115.1bCA$139.5bCA$7.1b16.6x16.3x0.8x
Wed, 05 Jul 2023CA$115.6bCA$136.1bCA$6.4b16.7x18x0.8x
Fri, 02 Jun 2023CA$107.0bCA$137.4bCA$6.5b15.4x16.5x0.8x
Sun, 30 Apr 2023CA$111.6bCA$135.0bCA$6.8b16.2x16.4x0.8x
Tue, 28 Mar 2023CA$106.8bCA$135.4bCA$6.9b13.3x15.5x0.8x
Thu, 23 Feb 2023CA$103.4bCA$123.5bCA$6.6b14.3x15.8x0.8x
Sat, 21 Jan 2023CA$103.7bCA$120.9bCA$6.5b13.5x15.8x0.9x
Price to Earnings Ratio

15.8x


Total Market Cap: CA$103.7bTotal Earnings: CA$6.5bTotal Revenue: CA$120.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.1x202420252026
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 24.1x which is higher than its 3-year average PE of 18.1x.
  • 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 5.5% per year over the last three years.
  • Revenues for these companies have grown 6.4% 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 Market1.33%
Consumer Discretionary1.08%
Specialty Stores7.21%
Auto Components0.81%
Hospitality0.18%
Leisure0.017%
Auto0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.19%
Luxury-1.73%
Consumer Durables-2.47%
Consumer Services-4.20%
Retail Distributors-22.22%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 9.3x.
    • 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 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
ATZ AritziaCA$135.3111.5%
+CA$1.6b		103.9%PE45x
GRGD Groupe DynamiteCA$81.613.5%
+CA$412.2m		375.9%PE43.9x
MG Magna InternationalCA$79.101.0%
+CA$225.5m		36.2%PE15.5x
DOO BRPCA$102.241.4%
+CA$101.3m		34.9%PE30.8x
KITS Kits EyecareCA$21.5612.2%
+CA$75.2m		183.7%PE124.2x

Latest News

ATZ
CA$135.31
Aritzia
7D
11.5%
1Y
103.9%
DOO
CA$102.24
BRP
7D
1.4%
1Y
34.9%
TOY
CA$19.22
Spin Master
7D
-4.6%
1Y
-39.0%
KITS
CA$21.56
Kits Eyecare
7D
12.2%
1Y
183.7%
GRGD
CA$81.61
Groupe Dynamite
7D
3.5%
1Y
375.9%
PET
CA$28.56
Pet Valu Holdings
7D
3.1%
1Y
8.3%
CTC.A
CA$176.17
Canadian Tire Corporation
7D
-0.9%
1Y
8.6%

CTC.A: Dividends And Buybacks Will Continue To Underpin Balanced Returns

Analysts have kept their fair value estimate for Canadian Tire Corporation effectively unchanged at about $180.55 per share, with only slight tweaks to assumptions such as discount rate and future P/E. They are using this figure as the basis for a stable price target in their latest update.
MRE
CA$10.45
Martinrea International
7D
-0.9%
1Y
18.9%

MRE: Future Outlook Will Reflect Stable Earnings Guidance And Balanced Risk Profile

Analysts have revised their price target on Martinrea International to $11.00 per share, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Martinrea International maintained its 2025 earnings guidance, with total sales projected in a range of $4.8b to $5.1b.
AW
CA$38.60
A & W Food Services of Canada
7D
2.5%
1Y
13.8%
GOOS
CA$18.76
Canada Goose Holdings
7D
-4.9%
1Y
29.3%

GOOS: Persistent Demand Uncertainty Will Pressure Shares Despite Sector Tailwinds

Narrative Update on Canada Goose Holdings Analysts lifted their fair value estimate for Canada Goose Holdings to $12 from $10, pointing to a revised price target of $12 from $11 and citing a more constructive sector view into 2026. At the same time, they highlight ongoing demand uncertainty and the importance of careful stock selection.
MG
CA$79.10
Magna International
7D
1.0%
1Y
36.2%

MG: Electric Expansion And Buybacks Will Face An Overvaluation Risk

Analysts have slightly reduced their price expectations for Magna International, citing a small adjustment to the discount rate and revenue growth outlook. This has been partly offset by a marginal uptick in projected profit margin and a modestly lower future P/E assumption, which together keep their fair value estimate near US$69.38.
DOL
CA$200.12
Dollarama
7D
-0.06%
1Y
47.0%

DOL: Share Repurchases Will Support Higher Future P/E Assumptions

Analysts now set their fair value estimate for Dollarama at $235, up from $223, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that adjust their risk and profitability expectations. What's in the News Dollarama completed a share repurchase tranche between August 4, 2025 and November 2, 2025, buying back 2,605,912 shares for CAD 484.6m, equal to 0.94% of its shares outstanding (Key Developments).
GIL
CA$87.55
Gildan Activewear
7D
-1.3%
1Y
23.9%

GIL: Ongoing Share Repurchases Will Support Higher Future Profitability

Analysts have nudged their price target for Gildan Activewear slightly higher to reflect modestly lower perceived risk, a small improvement in long term margin expectations, and a slightly richer anticipated future earnings multiple, while leaving fair value estimates essentially unchanged. What's in the News Completed a substantial share repurchase program, buying back 9,978,864 shares, or about 6.39% of shares outstanding, for approximately $480.12 million under the August 1, 2024 authorization (Key Developments).
GH
CA$11.87
Gamehost
7D
-3.5%
1Y
12.1%
DTOL
CA$13.14
D2L
7D
-4.5%
1Y
-25.6%
LNF
CA$28.71
Leon's Furniture
7D
0.4%
1Y
16.3%