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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies54
  • 7D1.1%
  • 3M5.6%
  • 1Y31.7%
  • YTD-0.4%

Over the last 7 days, the Consumer Discretionary industry has risen 1.1%, driven by gains from Magna International of 8.4%. This takes the industry's 12 month performance to a gain of 32%. Looking forward, earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Feb 2026CA$179.3bCA$143.9bCA$7.6b20.1x23.5x1.2x
Sat, 10 Jan 2026CA$183.4bCA$145.6bCA$7.7b19.7x23.8x1.3x
Mon, 08 Dec 2025CA$180.2bCA$144.4bCA$7.5b19x24x1.2x
Wed, 05 Nov 2025CA$169.3bCA$145.8bCA$7.6b17x22.3x1.2x
Fri, 03 Oct 2025CA$165.1bCA$144.6bCA$7.7b17.9x21.4x1.1x
Sun, 31 Aug 2025CA$161.4bCA$143.2bCA$7.6b17.6x21.2x1.1x
Tue, 29 Jul 2025CA$160.5bCA$142.9bCA$7.7b17.4x20.9x1.1x
Thu, 26 Jun 2025CA$155.7bCA$142.6bCA$7.6b16.1x20.6x1.1x
Sat, 24 May 2025CA$141.9bCA$134.8bCA$7.4b15.9x19.2x1.1x
Mon, 21 Apr 2025CA$129.0bCA$137.9bCA$7.0b14.8x18.5x0.9x
Wed, 19 Mar 2025CA$137.0bCA$149.8bCA$7.2b16.8x19.1x0.9x
Fri, 14 Feb 2025CA$141.0bCA$148.9bCA$7.3b14.9x19.4x0.9x
Sun, 12 Jan 2025CA$139.9bCA$149.3bCA$8.2b14.5x17.1x0.9x
Tue, 10 Dec 2024CA$145.1bCA$147.6bCA$8.0b14.8x18x1x
Thu, 07 Nov 2024CA$139.1bCA$145.6bCA$7.6b16.9x18.2x1x
Sat, 05 Oct 2024CA$138.7bCA$143.4bCA$7.4b17.9x18.7x1x
Mon, 02 Sep 2024CA$139.5bCA$144.6bCA$7.7b17.3x18x1x
Wed, 31 Jul 2024CA$137.6bCA$146.8bCA$8.0b14x17.2x0.9x
Fri, 28 Jun 2024CA$130.1bCA$145.9bCA$8.0b13.7x16.4x0.9x
Sun, 26 May 2024CA$133.1bCA$147.2bCA$8.0b12.9x16.6x0.9x
Tue, 23 Apr 2024CA$132.8bCA$146.7bCA$8.2b13.9x16.2x0.9x
Thu, 21 Mar 2024CA$137.1bCA$145.5bCA$8.1b15x17x0.9x
Sat, 17 Feb 2024CA$135.6bCA$144.8bCA$7.3b15.7x18.6x0.9x
Mon, 15 Jan 2024CA$137.9bCA$149.3bCA$7.7b15.9x17.9x0.9x
Wed, 13 Dec 2023CA$105.1bCA$144.6bCA$6.9b15.2x15.3x0.7x
Fri, 10 Nov 2023CA$105.0bCA$145.7bCA$7.2b14.3x14.5x0.7x
Sun, 08 Oct 2023CA$103.9bCA$143.3bCA$7.2b14.7x14.5x0.7x
Tue, 05 Sep 2023CA$112.4bCA$142.5bCA$7.1b16x15.9x0.8x
Thu, 03 Aug 2023CA$116.5bCA$137.3bCA$6.5b16.3x18x0.8x
Sat, 01 Jul 2023CA$115.3bCA$136.2bCA$6.4b16.7x17.9x0.8x
Mon, 29 May 2023CA$109.5bCA$137.7bCA$6.5b15.4x16.9x0.8x
Wed, 26 Apr 2023CA$109.7bCA$135.4bCA$6.8b15.7x16.2x0.8x
Fri, 24 Mar 2023CA$98.6bCA$125.7bCA$6.0b13.4x16.4x0.8x
Sun, 19 Feb 2023CA$103.6bCA$123.1bCA$6.5b14.2x15.9x0.8x
Price to Earnings Ratio

15.9x


Total Market Cap: CA$103.6bTotal Earnings: CA$6.5bTotal Revenue: CA$123.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.3x202420252026
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 23.5x which is higher than its 3-year average PE of 18.3x.
  • 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 5.3% per year over the last three years.
  • Revenues for these companies have grown 5.3% 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 Market1.86%
Consumer Discretionary1.09%
Auto Components6.76%
Hospitality3.68%
Luxury2.44%
Specialty Stores1.96%
Auto0%0
Online Retail and Ecommerce0%0
Leisure-1.55%
Consumer Services-1.68%
General Merchandise and Department Stores-2.93%
Consumer Durables-4.34%
Retail Distributors-12.50%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 12.2x.
    • 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
MG Magna InternationalCA$78.378.4%
+CA$1.7b		40.5%PE15.8x
QSP.UN Restaurant Brands International Limited PartnershipCA$95.594.5%
+CA$1.3b		1.9%PE17.4x
GIL Gildan ActivewearCA$98.284.2%
+CA$593.3m		36.3%PE22.7x
GRGD Groupe DynamiteCA$76.504.9%
+CA$389.5m		334.2%PE41.2x
ATZ AritziaCA$116.152.1%
+CA$278.5m		66.2%PE39.1x

Latest News

GOOS
CA$16.08
Canada Goose Holdings
7D
-11.2%
1Y
13.5%

There May Be Reason For Hope In Canada Goose Holdings' (TSE:GOOS) Disappointing Earnings

Feb 12
There May Be Reason For Hope In Canada Goose Holdings' (TSE:GOOS) Disappointing Earnings
KITS
CA$18.99
Kits Eyecare
7D
-5.9%
1Y
111.5%
DOL
CA$188.89
Dollarama
7D
-3.3%
1Y
36.7%

A Look At The Intrinsic Value Of Dollarama Inc. (TSE:DOL)

Feb 11
A Look At The Intrinsic Value Of Dollarama Inc. (TSE:DOL)
AW
CA$35.98
A & W Food Services of Canada
7D
-3.6%
1Y
8.0%
CTC.A
CA$177.00
Canadian Tire Corporation
7D
-1.0%
1Y
12.5%

CTC.A: Loyalty Partnership And Margin Outlook Will Shape Balanced Future Outcomes

Analysts have nudged their price target on Canadian Tire Corporation higher by C$5, reflecting updated views on its discount rate, revenue growth assumptions, profit margin outlook and expected future P/E, as highlighted in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the C$5 price target lift as aligned with updated assumptions on discount rates, suggesting they are more comfortable with how future cash flows are being valued.
XAU
CA$14.40
Goldmoney
7D
28.6%
1Y
62.0%

Goldmoney Inc. (TSE:XAU) Stock Catapults 40% Though Its Price And Business Still Lag The Industry

Feb 10
Goldmoney Inc. (TSE:XAU) Stock Catapults 40% Though Its Price And Business Still Lag The Industry
PET
CA$28.35
Pet Valu Holdings
7D
-2.0%
1Y
13.6%

PET: Share Buybacks And Delivery Expansion Will Support Medium-Term Upside

Analysts have nudged their price target on Pet Valu Holdings slightly lower to about C$38.82 from roughly C$38.91. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that they see as better aligning the valuation with current expectations.
MG
CA$78.37
Magna International
7D
8.4%
1Y
40.5%

MG: European EV Assembly And China eDrive Expansion Will Shape A Measured Outlook

Analysts have reduced their fair value estimate for Magna International to about $69, down from roughly $71, reflecting a slightly higher discount rate and modestly adjusted assumptions for revenue growth, profit margins, and future P/E multiples. What's in the News GAC and Magna launched a vehicle assembly program focused on electric mobility in Europe, with serial production of GAC's AION V electric SUV now running at Magna's Graz facility (Key Developments).
DOO
CA$107.56
BRP
7D
-1.6%
1Y
82.0%

DOO: Catalyst Watch And Execution Risks Will Shape Upcoming Earnings Trajectory

Analysts have nudged their average fair value estimate for BRP to about $118 from roughly $116, citing slightly higher assumed revenue growth and profit margins and referencing recent price target increases from Citi, UBS and National Bank as support for the updated outlook. Analyst Commentary Recent Street research on BRP clusters around higher price targets and a mixed but generally constructive tone, with analysts adjusting their views based on updated assumptions for growth, profitability and execution risk.
ATZ
CA$116.15
Aritzia
7D
2.1%
1Y
66.2%

ATZ: Higher P/E Expectations Will Shape Future Upside Potential

Aritzia's fair value estimate has been revised higher to C$128.92 from C$64.00, reflecting analysts' higher price targets in the C$148 to C$155 range and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Aritzia reflects a cluster of higher price targets in the C$132 to C$155 range, paired with generally positive ratings such as Buy and Outperform.
LNF
CA$27.15
Leon's Furniture
7D
-3.0%
1Y
5.8%
GIL
CA$98.28
Gildan Activewear
7D
4.2%
1Y
36.3%

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.
GRGD
CA$76.50
Groupe Dynamite
7D
4.9%
1Y
334.2%

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

Jan 23
Returns On Capital Are A Standout For Groupe Dynamite (TSE:GRGD)
MRE
CA$10.21
Martinrea International
7D
2.6%
1Y
21.3%
LNR
CA$91.10
Linamar
7D
1.4%
1Y
71.6%

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

Jan 07
Linamar (TSE:LNR) Seems To Use Debt Quite Sensibly
QSP.UN
CA$95.59
Restaurant Brands International Limited Partnership
7D
4.5%
1Y
1.9%