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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedApr 01, 2026
DataAggregated Company Financials
Companies54
  • 7D1.0%
  • 3M-4.7%
  • 1Y28.1%
  • YTD-5.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.8%, driven by Restaurant Brands International Limited Partnership declining 2.6%. Meanwhile, BRP actually outperformed within the industry, gaining 12% in the last week. In the past year, the industry has gained 26%. 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
Wed, 01 Apr 2026CA$171.6bCA$146.9bCA$7.4b15x23.1x1.2x
Fri, 27 Feb 2026CA$194.6bCA$144.9bCA$7.0b18.7x27.7x1.3x
Sun, 25 Jan 2026CA$178.4bCA$144.4bCA$7.6b20.6x23.3x1.2x
Tue, 23 Dec 2025CA$183.5bCA$144.5bCA$7.6b19.9x24.2x1.3x
Thu, 20 Nov 2025CA$171.2bCA$145.5bCA$7.6b19x22.7x1.2x
Sat, 18 Oct 2025CA$167.0bCA$145.1bCA$7.8b18.6x21.5x1.2x
Mon, 15 Sep 2025CA$165.1bCA$143.9bCA$7.7b17.6x21.5x1.1x
Wed, 13 Aug 2025CA$158.1bCA$143.5bCA$7.6b17.8x20.8x1.1x
Fri, 11 Jul 2025CA$159.6bCA$142.3bCA$7.6b16.7x21x1.1x
Sun, 08 Jun 2025CA$150.3bCA$142.3bCA$7.5b15.9x20.1x1.1x
Tue, 06 May 2025CA$133.8bCA$136.6bCA$7.2b15.5x18.5x1x
Thu, 03 Apr 2025CA$133.0bCA$140.4bCA$7.0b16.5x18.9x0.9x
Sat, 01 Mar 2025CA$140.9bCA$151.0bCA$7.8b15x18x0.9x
Mon, 27 Jan 2025CA$143.0bCA$149.1bCA$8.2b16.1x17.5x1x
Wed, 25 Dec 2024CA$142.7bCA$148.9bCA$8.1b15.2x17.5x1x
Fri, 22 Nov 2024CA$139.1bCA$145.8bCA$7.9b14.3x17.7x1x
Sun, 20 Oct 2024CA$141.4bCA$144.8bCA$7.5b17.9x18.8x1x
Tue, 17 Sep 2024CA$137.2bCA$144.5bCA$7.5b17.3x18.3x1x
Thu, 15 Aug 2024CA$135.7bCA$146.2bCA$7.9b16.4x17.3x0.9x
Sat, 13 Jul 2024CA$134.1bCA$145.6bCA$7.9b13.8x16.9x0.9x
Mon, 10 Jun 2024CA$135.1bCA$146.4bCA$8.0b13.8x16.9x0.9x
Wed, 08 May 2024CA$135.3bCA$147.1bCA$8.0b13.8x17x0.9x
Fri, 05 Apr 2024CA$135.7bCA$145.6bCA$8.1b14.6x16.7x0.9x
Sun, 03 Mar 2024CA$136.1bCA$145.4bCA$8.0b15.4x16.9x0.9x
Tue, 30 Jan 2024CA$139.1bCA$149.3bCA$7.7b15.9x18x0.9x
Thu, 28 Dec 2023CA$137.9bCA$148.1bCA$7.7b16.2x17.9x0.9x
Sat, 25 Nov 2023CA$107.2bCA$145.0bCA$6.9b15.3x15.5x0.7x
Mon, 23 Oct 2023CA$103.1bCA$143.7bCA$7.2b14.3x14.3x0.7x
Wed, 20 Sep 2023CA$107.2bCA$142.1bCA$7.1b15.4x15x0.8x
Fri, 18 Aug 2023CA$111.5bCA$142.1bCA$7.0b16.3x15.8x0.8x
Sun, 16 Jul 2023CA$114.2bCA$136.3bCA$6.4b16.6x17.8x0.8x
Tue, 13 Jun 2023CA$110.0bCA$136.9bCA$6.5b15.4x17x0.8x
Thu, 11 May 2023CA$110.6bCA$135.9bCA$6.5b14.3x17.1x0.8x
Sat, 08 Apr 2023CA$107.6bCA$134.6bCA$6.8b14.1x15.9x0.8x
Price to Earnings Ratio

15.9x


Total Market Cap: CA$107.6bTotal Earnings: CA$6.8bTotal Revenue: CA$134.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.7x202420252026
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 23.0x which is higher than its 3-year average PE of 18.7x.
  • The 3-year average PS ratio of 0.97x 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 3.2% per year over the last three years.
  • Revenues for these companies have grown 2.9% 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 Market2.38%
Consumer Discretionary1.01%
Leisure9.39%
Consumer Services5.11%
Consumer Durables3.46%
Auto Components2.66%
Specialty Stores1.99%
General Merchandise and Department Stores1.54%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Luxury-1.48%
Hospitality-2.24%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 23.0x.
    • Analysts are expecting annual earnings growth of 21.8%, which is lower than the prior year's growth of 431.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 10% 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
DOO BRPCA$100.0012.1%
+CA$761.5m		95.4%PE21.3x
DOL DollaramaCA$170.731.2%
+CA$564.6m		10.9%PE35.6x
CTC.A Canadian Tire CorporationCA$187.083.0%
+CA$290.9m		24.4%PE17.1x
GRGD Groupe DynamiteCA$76.593.1%
+CA$260.2m		443.2%PE42.7x
ATZ AritziaCA$113.521.2%
+CA$161.5m		126.0%PE38x

Latest News

DOL
CA$170.73
Dollarama
7D
1.2%
1Y
10.9%
VITA
CA$0.41
Vitalist
7D
-31.7%
1Y
-4.7%
GIL
CA$77.47
Gildan Activewear
7D
-1.7%
1Y
20.2%

GIL: Dividend Growth And Bangladesh Expansion Will Support Steady Future Performance

Analysts have raised their price target on Gildan Activewear to reflect updated assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E. These factors collectively indicate a revised view of the stock’s risk and return trade off.
DOO
CA$100.00
BRP
7D
12.1%
1Y
95.4%
PZA
CA$15.10
Pizza Pizza Royalty
7D
-5.4%
1Y
15.4%
PET
CA$21.39
Pet Valu Holdings
7D
-1.2%
1Y
-18.5%

PET: Store Expansion And Wholesale Mix Shifts Will Offset Softer Outlook

Analysts have reduced their average Pet Valu Holdings price target to around CA$32. This reflects a cluster of lower targets in the CA$28 to CA$34 range, as they factor in softer recent results, a more competitive promotional environment, and a fiscal 2026 outlook that fell short of prior expectations.
MG
CA$77.69
Magna International
7D
3.0%
1Y
58.7%
CTC.A
CA$187.08
Canadian Tire Corporation
7D
3.0%
1Y
24.4%

CTC.A: Loyalty And AI Partnerships Will Shape Cautious Fair Value Outlook

Analysts have increased their average price target on Canadian Tire Corporation to a range of CA$180 to CA$205, reflecting updated views on Canadian consumer health and sales trends while keeping fair value estimates broadly unchanged. Analyst Commentary Recent research updates cluster around higher price targets for Canadian Tire, with most analysts keeping their overall stance intact while fine tuning expectations on execution and consumer demand.
KITS
CA$15.74
Kits Eyecare
7D
9.9%
1Y
31.9%
BRAG
CA$2.43
Bragg Gaming Group
7D
-15.6%
1Y
-59.4%

Proprietary iCasino Content And Brazil Expansion Will Reshape Long Term Earnings Profile

Catalysts About Bragg Gaming Group Bragg Gaming Group supplies proprietary and exclusive online casino content and technology to regulated iGaming, sports betting and lottery operators in markets such as the U.S., Brazil and the Netherlands. What are the underlying business or industry changes driving this perspective?
LNR
CA$86.17
Linamar
7D
1.4%
1Y
73.0%
GRGD
CA$76.59
Groupe Dynamite
7D
3.1%
1Y
443.2%
ATZ
CA$113.52
Aritzia
7D
1.2%
1Y
126.0%

ATZ: Higher Margin Execution Will Support Stronger Long Term Earnings Power

Aritzia's analyst price target has been raised to a range of CA$135 to CA$155, with analysts citing their updated assumptions for revenue growth, profit margins and forward P/E as key support for the higher valuations. Analyst Commentary Street research on Aritzia is skewed toward higher valuation ranges, with several bullish analysts lifting their price targets into the CA$135 to CA$155 band.
IFA
CA$3.04
iFabric
7D
-13.1%
1Y
143.2%
MTY
CA$38.49
MTY Food Group
7D
-1.5%
1Y
-7.1%
QSP.UN
CA$100.83
Restaurant Brands International Limited Partnership
7D
-2.6%
1Y
4.5%