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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedSep 18, 2025
DataAggregated Company Financials
Companies53
  • 7D1.2%
  • 3M9.1%
  • 1Y18.8%
  • YTD20.0%

Over the last 7 days, the Consumer Discretionary industry has risen 1.2%, driven by gains from Groupe Dynamite of 25%. In the last 12 months, the industry was up 19%. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sat, 04 Feb 2023CA$108.2bCA$121.1bCA$6.6b13.9x16.5x0.9x
Mon, 02 Jan 2023CA$98.2bCA$121.6bCA$6.6b13.2x14.9x0.8x
Wed, 30 Nov 2022CA$102.2bCA$122.4bCA$6.5b14.8x15.8x0.8x
Fri, 28 Oct 2022CA$97.4bCA$119.0bCA$5.8b13.6x16.8x0.8x
Sun, 25 Sep 2022CA$93.6bCA$119.1bCA$5.8b13.8x16.1x0.8x
Price to Earnings Ratio

16.1x


Total Market Cap: CA$93.6bTotal Earnings: CA$5.8bTotal Revenue: CA$119.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 17.3x202320242025
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 21.5x which is higher than its 3-year average PE of 17.3x.
  • The 3-year average PS ratio of 0.90x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 9.7% 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 Market0.29%
Consumer Discretionary1.24%
Auto100.00%
Consumer Services9.60%
Specialty Stores6.39%
Consumer Durables5.55%
Hospitality2.43%
Auto Components1.15%
Retail Distributors0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.53%
Leisure-0.72%
Luxury-1.15%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 22.7x.
    • Analysts are expecting annual earnings growth of 21.0%, which is higher than its past year's earnings growth of 16.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 0.2% per year.
  • In contrast, the Consumer Services industry is expected to see its earnings decline 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
GRGD Groupe DynamiteCA$59.3924.7%
+CA$1.3b		n/aPE39.4x
QSP.UN Restaurant Brands International Limited PartnershipCA$87.842.8%
+CA$792.0m		-6.8%PE17.8x
MG Magna InternationalCA$64.401.4%
+CA$250.8m		14.5%PE10.9x
ATZ AritziaCA$86.392.2%
+CA$212.1m		84.9%PE42.5x
DTOL D2LCA$18.2010.2%
+CA$92.6m		38.2%PE23.1x

Latest News

QSP.UN
CA$87.84
Restaurant Brands International Limited Partnership
7D
2.8%
1Y
-6.8%
TOY
CA$22.19
Spin Master
7D
0.7%
1Y
-27.9%
CTC.A
CA$168.87
Canadian Tire Corporation
7D
-0.7%
1Y
6.5%

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Sep 16
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DTOL
CA$18.20
D2L
7D
10.2%
1Y
38.2%

AI-powered Platform Including Lumi Will Shape Markets Amid Uncertainties

Reflecting improvements in both future earnings expectations (Future P/E) and profitability (Net Profit Margin), D2L's consensus analyst price target has been notably raised from CA$19.10 to CA$21.58. What's in the News D2L completed its share buyback program, repurchasing 413,400 shares (0.76%) for $4.36 million.
GRGD
CA$59.39
Groupe Dynamite
7D
24.7%
1Y
n/a
GBT
CA$12.90
BMTC Group
7D
-2.7%
1Y
-0.6%
DOO
CA$88.10
BRP
7D
-1.2%
1Y
6.2%
MG
CA$64.40
Magna International
7D
1.4%
1Y
14.5%
GOOS
CA$19.33
Canada Goose Holdings
7D
-4.5%
1Y
34.9%

North American And Mainland China Demand Will Drive Global Expansion

Canada Goose’s analyst price target has been revised upward to CA$22.21, reflecting confidence in its successful product modernization, brand momentum, and potential buyout support, despite ongoing concerns over its brand positioning and sales investments. Analyst Commentary Bullish analysts highlight Canada Goose’s successful shift toward year-round lifestyle outerwear and modernization of its product offerings, improving brand relevance and sales/margin outlook.
GIL
CA$74.75
Gildan Activewear
7D
-0.6%
1Y
19.1%

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Sep 08
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AW
CA$37.92
A & W Food Services of Canada
7D
-1.6%
1Y
n/a
MRE
CA$11.30
Martinrea International
7D
3.6%
1Y
-2.0%

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Sep 03
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ATZ
CA$86.39
Aritzia
7D
2.2%
1Y
84.9%

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Sep 02
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LNF
CA$29.70
Leon's Furniture
7D
3.1%
1Y
0.1%
PET
CA$37.70
Pet Valu Holdings
7D
-2.5%
1Y
44.5%

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Sep 01
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DOL
CA$189.06
Dollarama
7D
-0.5%
1Y
40.6%

Expansion In Canada, Mexico And Australia Will Unlock New Markets

Analysts have modestly lowered Dollarama’s price target to CA$196.73, balancing confidence in resilient sales and margin improvements against concerns over slower earnings growth, macroeconomic headwinds, and valuation pressures. Analyst Commentary Bullish analysts cite continued strength in same-store sales growth and sustained high demand for value retail.