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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedFeb 05, 2026
DataAggregated Company Financials
Companies54
  • 7D3.3%
  • 3M7.9%
  • 1Y30.4%
  • YTD-1.4%

Over the last 7 days, the Consumer Discretionary industry has risen 3.3%, driven by gains from Dollarama of 4.8%. In the last 12 months, the industry was up 30%. Looking forward, 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
Thu, 05 Feb 2026CA$174.4bCA$144.3bCA$7.6b20.5x22.8x1.2x
Sat, 03 Jan 2026CA$181.8bCA$144.3bCA$7.6b19.5x24x1.3x
Mon, 01 Dec 2025CA$178.9bCA$145.0bCA$7.5b19.2x23.8x1.2x
Wed, 29 Oct 2025CA$170.5bCA$144.6bCA$7.8b17.5x22x1.2x
Fri, 26 Sep 2025CA$164.3bCA$144.5bCA$7.7b17.4x21.3x1.1x
Sun, 24 Aug 2025CA$163.3bCA$143.5bCA$7.6b17.9x21.5x1.1x
Tue, 22 Jul 2025CA$160.1bCA$142.6bCA$7.7b17.8x20.9x1.1x
Thu, 19 Jun 2025CA$153.7bCA$142.4bCA$7.6b15.9x20.3x1.1x
Sat, 17 May 2025CA$141.0bCA$136.2bCA$7.4b16x18.9x1x
Mon, 14 Apr 2025CA$127.8bCA$138.1bCA$7.0b14.8x18.3x0.9x
Wed, 12 Mar 2025CA$141.2bCA$150.5bCA$7.3b17.9x19.3x0.9x
Fri, 07 Feb 2025CA$140.3bCA$148.9bCA$8.2b15.4x17.1x0.9x
Sun, 05 Jan 2025CA$142.3bCA$149.3bCA$8.2b15.5x17.4x1x
Tue, 03 Dec 2024CA$144.1bCA$147.1bCA$8.0b15.3x18x1x
Thu, 31 Oct 2024CA$138.4bCA$145.1bCA$7.5b17.3x18.4x1x
Sat, 28 Sep 2024CA$139.5bCA$144.0bCA$7.5b17.8x18.6x1x
Mon, 26 Aug 2024CA$139.1bCA$144.8bCA$7.7b16.5x18x1x
Wed, 24 Jul 2024CA$138.7bCA$146.4bCA$8.0b13.9x17.4x0.9x
Fri, 21 Jun 2024CA$131.7bCA$145.9bCA$8.0b13.5x16.6x0.9x
Sun, 19 May 2024CA$135.3bCA$146.9bCA$8.0b13.9x16.9x0.9x
Tue, 16 Apr 2024CA$133.5bCA$146.9bCA$8.2b13.9x16.2x0.9x
Thu, 14 Mar 2024CA$137.1bCA$145.4bCA$8.0b14.6x17.1x0.9x
Sat, 10 Feb 2024CA$135.6bCA$144.1bCA$7.6b15.7x17.9x0.9x
Mon, 08 Jan 2024CA$135.7bCA$149.0bCA$7.7b15.6x17.6x0.9x
Wed, 06 Dec 2023CA$107.0bCA$144.6bCA$6.9b15.1x15.6x0.7x
Fri, 03 Nov 2023CA$100.8bCA$144.1bCA$7.2b14.9x14x0.7x
Sun, 01 Oct 2023CA$104.6bCA$142.8bCA$7.1b15.1x14.7x0.7x
Tue, 29 Aug 2023CA$109.9bCA$142.5bCA$7.1b15.9x15.6x0.8x
Thu, 27 Jul 2023CA$116.7bCA$136.2bCA$6.4b16.6x18.2x0.9x
Sat, 24 Jun 2023CA$108.8bCA$135.9bCA$6.4b15.5x16.9x0.8x
Mon, 22 May 2023CA$110.3bCA$137.1bCA$6.4b15.3x17.1x0.8x
Wed, 19 Apr 2023CA$111.2bCA$134.1bCA$6.7b15.6x16.5x0.8x
Fri, 17 Mar 2023CA$98.6bCA$125.8bCA$6.0b14.1x16.5x0.8x
Sun, 12 Feb 2023CA$101.3bCA$121.8bCA$6.5b13.6x15.6x0.8x
Price to Earnings Ratio

15.6x


Total Market Cap: CA$101.3bTotal Earnings: CA$6.5bTotal Revenue: CA$121.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.2x202420252026
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 22.8x which is higher than its 3-year average PE of 18.2x.
  • The 3-year average PS ratio of 0.95x 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 5.6% per year over the last three years.
  • Revenues for these companies have grown 5.8% 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-1.32%
Consumer Discretionary3.28%
Luxury6.16%
General Merchandise and Department Stores4.61%
Specialty Stores4.16%
Leisure2.97%
Auto Components2.41%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Hospitality-0.095%
Consumer Durables-1.17%
Consumer Services-1.58%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 11.5x.
    • 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 26% 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
DOL DollaramaCA$195.314.8%
+CA$2.5b		40.1%PE40.8x
GIL Gildan ActivewearCA$94.305.8%
+CA$772.2m		25.5%PE21.7x
ATZ AritziaCA$113.775.4%
+CA$673.4m		66.7%PE37.8x
MG Magna InternationalCA$72.311.9%
+CA$383.3m		29.3%PE14.4x
GRGD Groupe DynamiteCA$72.954.3%
+CA$329.1m		311.0%PE39.3x

Latest News

CTC.A
CA$178.73
Canadian Tire Corporation
7D
3.4%
1Y
11.6%
DOL
CA$195.31
Dollarama
7D
4.8%
1Y
40.1%

DOL: Future Buybacks Will Likely Prove Insufficient To Justify Rich Pricing

Analysts have raised their fair value estimate for Dollarama from $147.82 to $160.92, reflecting updated views on its discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News Dollarama completed a share repurchase of 2,605,912 shares, equal to 0.94% of its outstanding shares, between August 4, 2025 and November 2, 2025 under its previously announced buyback program.
ATZ
CA$113.77
Aritzia
7D
5.4%
1Y
66.7%
GIL
CA$94.30
Gildan Activewear
7D
5.8%
1Y
25.5%

GIL: Future Outlook Will Reflect Revised Profitability Assumptions And Fair Value Balance

Analysts have trimmed their implied fair value estimate for Gildan Activewear from about $88.39 to $86.39. This reflects updated views on revenue growth, profit margins, the discount rate, and expected future P/E levels.
DOO
CA$109.33
BRP
7D
2.4%
1Y
67.9%
WPR
CA$0.15
CANPR Technology
7D
-42.3%
1Y
-60.5%
GRGD
CA$72.95
Groupe Dynamite
7D
4.3%
1Y
311.0%

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

Jan 23
Returns On Capital Are A Standout For Groupe Dynamite (TSE:GRGD)
MG
CA$72.31
Magna International
7D
1.9%
1Y
29.3%

MG: Electric Mobility Partnerships And Buybacks Will Shape A Measured Outlook

Analysts have adjusted their price target on Magna International to US$70.64 from US$69.38, reflecting small tweaks to assumptions around fair value, discount rate, revenue growth, profit margin and future P/E expectations. What's in the News GAC and Magna launched a vehicle assembly program in Europe focused on electric mobility, with serial production of GAC's AION V electric SUV now running at Magna's Graz facility and the model already introduced in Finland, Poland and Portugal (Strategic Alliances).
GBT
CA$12.80
BMTC Group
7D
-3.6%
1Y
0%
DTOL
CA$10.95
D2L
7D
-0.9%
1Y
-44.4%

There's Been No Shortage Of Growth Recently For D2L's (TSE:DTOL) Returns On Capital

Jan 16
There's Been No Shortage Of Growth Recently For D2L's (TSE:DTOL) Returns On Capital
BRAG
CA$2.80
Bragg Gaming Group
7D
-7.3%
1Y
-64.6%
LNR
CA$89.85
Linamar
7D
4.1%
1Y
66.8%

Linamar (TSE:LNR) Seems To Use Debt Quite Sensibly

Jan 07
Linamar (TSE:LNR) Seems To Use Debt Quite Sensibly
QSP.UN
CA$91.50
Restaurant Brands International Limited Partnership
7D
-0.3%
1Y
2.3%
ROOT
CA$3.03
Roots
7D
-3.8%
1Y
26.3%
DPF
CA$0.20
Dr. Phone Fix Canada
7D
-15.2%
1Y
n/a
TWC
CA$23.00
TWC Enterprises
7D
-3.8%
1Y
31.4%