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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies54
  • 7D-0.09%
  • 3M5.7%
  • 1Y35.2%
  • YTD3.3%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Gildan Activewear declined by 4.1%. As for the the longer term, the industry is up 35% over the past 12 months. As for the next few years, earnings are expected to grow by 16% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 02 Mar 2026CA$192.2bCA$144.7bCA$7.0b18.7x27.4x1.3x
Wed, 28 Jan 2026CA$177.7bCA$143.9bCA$7.6b20x23.3x1.2x
Fri, 26 Dec 2025CA$183.4bCA$144.0bCA$7.6b19.8x24.2x1.3x
Sun, 23 Nov 2025CA$174.1bCA$145.7bCA$7.6b18.6x23x1.2x
Tue, 21 Oct 2025CA$168.5bCA$145.2bCA$7.8b18.3x21.7x1.2x
Thu, 18 Sep 2025CA$164.4bCA$143.5bCA$7.6b17.8x21.5x1.1x
Sat, 16 Aug 2025CA$162.4bCA$143.4bCA$7.6b17.4x21.4x1.1x
Mon, 14 Jul 2025CA$159.3bCA$142.6bCA$7.7b16.4x20.8x1.1x
Wed, 11 Jun 2025CA$149.8bCA$142.2bCA$7.5b16.1x20x1.1x
Fri, 09 May 2025CA$137.2bCA$137.1bCA$7.3b15.8x18.8x1x
Sun, 06 Apr 2025CA$128.2bCA$140.1bCA$7.1b15.1x18x0.9x
Tue, 04 Mar 2025CA$141.4bCA$151.2bCA$7.8b15x18x0.9x
Thu, 30 Jan 2025CA$144.0bCA$149.5bCA$8.2b16.1x17.6x1x
Sat, 28 Dec 2024CA$142.7bCA$149.1bCA$8.2b15.3x17.5x1x
Mon, 25 Nov 2024CA$143.1bCA$146.7bCA$8.0b15.1x17.9x1x
Wed, 23 Oct 2024CA$139.1bCA$144.6bCA$7.5b17.5x18.5x1x
Fri, 20 Sep 2024CA$138.1bCA$144.3bCA$7.5b17.6x18.4x1x
Sun, 18 Aug 2024CA$138.7bCA$145.8bCA$7.8b16x17.8x1x
Tue, 16 Jul 2024CA$137.5bCA$145.8bCA$7.9b13.8x17.3x0.9x
Thu, 13 Jun 2024CA$133.0bCA$146.2bCA$8.0b13.8x16.7x0.9x
Sat, 11 May 2024CA$134.8bCA$147.2bCA$8.0b13.7x16.8x0.9x
Mon, 08 Apr 2024CA$137.6bCA$145.8bCA$8.2b14.6x16.9x0.9x
Wed, 06 Mar 2024CA$135.3bCA$145.6bCA$8.1b15.3x16.7x0.9x
Fri, 02 Feb 2024CA$139.9bCA$149.2bCA$7.7b16.1x18.1x0.9x
Sun, 31 Dec 2023CA$138.0bCA$148.4bCA$7.7b16.2x17.9x0.9x
Tue, 28 Nov 2023CA$107.3bCA$145.0bCA$6.9b15.2x15.5x0.7x
Thu, 26 Oct 2023CA$102.1bCA$144.1bCA$7.2b14.5x14.1x0.7x
Sat, 23 Sep 2023CA$104.9bCA$142.3bCA$7.1b15.3x14.7x0.7x
Mon, 21 Aug 2023CA$111.0bCA$142.2bCA$7.1b16.3x15.7x0.8x
Wed, 19 Jul 2023CA$115.1bCA$136.0bCA$6.4b17x17.9x0.8x
Fri, 16 Jun 2023CA$112.1bCA$136.1bCA$6.5b15.6x17.4x0.8x
Sun, 14 May 2023CA$110.7bCA$137.4bCA$6.3b14.5x17.5x0.8x
Tue, 11 Apr 2023CA$108.6bCA$134.6bCA$6.8b14.1x16.1x0.8x
Thu, 09 Mar 2023CA$103.8bCA$125.9bCA$6.0b14.9x17.2x0.8x
Price to Earnings Ratio

17.2x


Total Market Cap: CA$103.8bTotal Earnings: CA$6.0bTotal Revenue: CA$125.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.5x202420252026
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 27.4x which is higher than its 3-year average PE of 18.5x.
  • The 3-year average PS ratio of 0.96x 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 5.1% per year over the last three years.
  • Revenues for these companies have grown 4.7% 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 Market1.82%
Consumer Discretionary-0.094%
Retail Distributors14.29%
Consumer Durables5.10%
General Merchandise and Department Stores4.06%
Hospitality2.54%
Auto0%0
Online Retail and Ecommerce0%0
Auto Components-2.50%
Specialty Stores-3.00%
Luxury-4.60%
Consumer Services-7.12%
Leisure-8.89%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 25.4x.
    • Analysts are expecting annual earnings growth of 22.6%, which is higher than its past year's earnings decline of 2.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 4.6% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.1% 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
DOL DollaramaCA$200.822.6%
+CA$1.4b		34.3%PE41.9x
QSP.UN Restaurant Brands International Limited PartnershipCA$94.013.0%
+CA$919.6m		0.8%PE19.2x
GRGD Groupe DynamiteCA$88.773.2%
+CA$316.2m		484.0%PE49.6x
CTC.A Canadian Tire CorporationCA$191.332.3%
+CA$230.3m		35.4%PE17.6x
LNR LinamarCA$94.010.7%
+CA$41.1m		84.2%PE23.2x

Latest News

CTC.A
CA$191.33
Canadian Tire Corporation
7D
2.3%
1Y
35.4%
ATZ
CA$120.78
Aritzia
7D
-2.6%
1Y
79.0%
GIL
CA$92.97
Gildan Activewear
7D
-4.1%
1Y
21.1%
KITS
CA$17.68
Kits Eyecare
7D
-4.5%
1Y
103.2%
DBO
CA$0.79
D-BOX Technologies
7D
11.3%
1Y
315.8%
PET
CA$28.49
Pet Valu Holdings
7D
-1.4%
1Y
18.1%

PET: Share Buybacks And Delivery Expansion Will Support Future Upside

Analysts have reduced their price target on Pet Valu Holdings to CA$35 from CA$40. This change reflects updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E multiples.
TWC
CA$22.50
TWC Enterprises
7D
-4.3%
1Y
26.1%
MG
CA$86.01
Magna International
7D
-1.8%
1Y
67.7%
TOY
CA$19.25
Spin Master
7D
-1.1%
1Y
-29.4%
QSP.UN
CA$94.01
Restaurant Brands International Limited Partnership
7D
3.0%
1Y
0.8%
DOO
CA$100.01
BRP
7D
-6.1%
1Y
81.0%

DOO: Balanced View As Short-Term Catalysts And Execution Risks Guide Outlook

Analysts have nudged their average 12 month price target on BRP slightly higher to around CA$119 per share, up from about CA$118. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E following recent bullish initiations and target increases from the Street.
GRGD
CA$88.77
Groupe Dynamite
7D
3.2%
1Y
484.0%
DOL
CA$200.82
Dollarama
7D
2.6%
1Y
34.3%

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$94.01
Linamar
7D
0.7%
1Y
84.2%
DIV
CA$4.30
Diversified Royalty
7D
2.4%
1Y
55.8%
GBT
CA$13.50
BMTC Group
7D
7.1%
1Y
10.3%