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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies56
  • 7D-1.4%
  • 3M-0.7%
  • 1Y11.4%
  • YTD0.8%

The Consumer Discretionary industry is up 1.2% in the last week, with Restaurant Brands International Limited Partnership up 3.1%. This takes the industry's 12 month performance to a gain of 7.7%. Looking forward, 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
Sat, 01 Feb 2025CA$143.9bCA$150.2bCA$8.2b15.9x17.5x1x
Mon, 30 Dec 2024CA$142.1bCA$149.1bCA$8.1b15.3x17.4x1x
Wed, 27 Nov 2024CA$143.8bCA$147.2bCA$8.0b14.9x17.9x1x
Fri, 25 Oct 2024CA$139.2bCA$144.8bCA$7.5b17.2x18.5x1x
Sun, 22 Sep 2024CA$138.2bCA$144.3bCA$7.5b17.4x18.4x1x
Tue, 20 Aug 2024CA$138.7bCA$145.6bCA$7.8b16.2x17.8x1x
Thu, 18 Jul 2024CA$138.6bCA$145.9bCA$7.9b13.6x17.4x1x
Sat, 15 Jun 2024CA$131.8bCA$146.4bCA$8.0b13.5x16.5x0.9x
Mon, 13 May 2024CA$134.2bCA$147.2bCA$8.0b13.7x16.7x0.9x
Wed, 10 Apr 2024CA$136.7bCA$145.7bCA$8.1b14.4x16.8x0.9x
Fri, 08 Mar 2024CA$135.6bCA$145.3bCA$8.0b15.4x16.9x0.9x
Sun, 04 Feb 2024CA$140.1bCA$149.6bCA$7.7b16.1x18.1x0.9x
Tue, 02 Jan 2024CA$138.0bCA$148.4bCA$7.7b16.2x17.9x0.9x
Thu, 30 Nov 2023CA$106.6bCA$144.8bCA$6.9b15.1x15.4x0.7x
Sat, 28 Oct 2023CA$100.7bCA$144.5bCA$7.2b14.5x13.9x0.7x
Mon, 25 Sep 2023CA$104.9bCA$142.3bCA$7.1b15.3x14.7x0.7x
Wed, 23 Aug 2023CA$110.6bCA$142.3bCA$7.1b16.1x15.7x0.8x
Fri, 21 Jul 2023CA$116.0bCA$136.0bCA$6.4b17.2x18.1x0.9x
Sun, 18 Jun 2023CA$113.4bCA$136.0bCA$6.5b15.5x17.6x0.8x
Tue, 16 May 2023CA$110.9bCA$136.8bCA$6.3b14.6x17.6x0.8x
Thu, 13 Apr 2023CA$109.1bCA$134.3bCA$6.7b14.2x16.2x0.8x
Sat, 11 Mar 2023CA$99.9bCA$126.5bCA$6.0b14.3x16.6x0.8x
Mon, 06 Feb 2023CA$108.2bCA$121.1bCA$6.5b13.9x16.6x0.9x
Wed, 04 Jan 2023CA$99.5bCA$122.3bCA$6.6b13.2x15x0.8x
Fri, 02 Dec 2022CA$103.0bCA$121.4bCA$6.4b15x16.2x0.8x
Sun, 30 Oct 2022CA$97.9bCA$119.6bCA$5.8b13.6x16.8x0.8x
Tue, 27 Sep 2022CA$94.0bCA$119.8bCA$5.8b14.3x16.1x0.8x
Thu, 25 Aug 2022CA$99.6bCA$115.9bCA$5.6b15.1x17.6x0.9x
Sat, 23 Jul 2022CA$96.0bCA$112.5bCA$6.3b14.6x15.2x0.9x
Mon, 20 Jun 2022CA$87.0bCA$113.2bCA$6.4b13.2x13.7x0.8x
Wed, 18 May 2022CA$95.3bCA$112.0bCA$6.2b14.5x15.4x0.9x
Fri, 15 Apr 2022CA$102.5bCA$109.2bCA$6.4b16.1x16.1x0.9x
Sun, 13 Mar 2022CA$98.7bCA$109.9bCA$6.4b15.2x15.5x0.9x
Tue, 08 Feb 2022CA$114.1bCA$110.1bCA$6.4b15x17.9x1x
Price to Earnings Ratio

17.9x


Total Market Cap: CA$114.1bTotal Earnings: CA$6.4bTotal Revenue: CA$110.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 16.6x202320242025
Current Industry PE
  • Investors are relatively neutral on the Canadian Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 16.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 8.7% per year over the last three years.
  • Revenues for these companies have grown 11% 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-0.47%
Consumer Discretionary-1.42%
Consumer Durables4.50%
Luxury2.54%
Hospitality1.27%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Specialty Stores-1.89%
Consumer Services-1.97%
Auto Components-2.60%
General Merchandise and Department Stores-2.75%
Leisure-6.54%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 5.8x.
    • Analysts are expecting annual earnings growth of 27.0%, which is higher than its past year's earnings decline of 79.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 64% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 8.2% 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
QSP.UN Restaurant Brands International Limited PartnershipCA$89.411.6%
+CA$483.3m
n/aPE11.4x
GIL Gildan ActivewearCA$74.952.1%
+CA$235.7m
65.3%PE18.8x
GOOS Canada Goose HoldingsCA$15.926.2%
+CA$90.0m
-5.0%PE24.2x
LNF Leon's FurnitureCA$25.984.1%
+CA$70.2m
20.8%PE13.4x
BRAG Bragg Gaming GroupCA$7.2514.5%
+CA$23.0m
-0.1%PS1.2x
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