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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedApr 06, 2026
DataAggregated Company Financials
Companies54
  • 7D3.3%
  • 3M-4.3%
  • 1Y36.2%
  • YTD-4.7%

The Consumer Discretionary industry is up 3.3% in the last week, with Dollarama up 3.5%. In the last 12 months, the industry was up 34%. As for the next few years, earnings are expected to grow by 16% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Apr 2026CA$176.5bCA$147.2bCA$7.5b15.6x23.7x1.2x
Wed, 04 Mar 2026CA$191.9bCA$144.8bCA$7.0b18.1x27.4x1.3x
Fri, 30 Jan 2026CA$172.6bCA$143.3bCA$7.6b19.5x22.8x1.2x
Sun, 28 Dec 2025CA$183.4bCA$144.0bCA$7.6b19.8x24.2x1.3x
Tue, 25 Nov 2025CA$174.2bCA$145.8bCA$7.6b18.8x23x1.2x
Thu, 23 Oct 2025CA$168.5bCA$145.0bCA$7.8b18.2x21.7x1.2x
Sat, 20 Sep 2025CA$165.9bCA$143.6bCA$7.7b17.8x21.7x1.2x
Mon, 18 Aug 2025CA$162.0bCA$143.4bCA$7.6b17.4x21.4x1.1x
Wed, 16 Jul 2025CA$159.8bCA$142.8bCA$7.7b16.6x20.9x1.1x
Fri, 13 Jun 2025CA$155.0bCA$141.9bCA$7.5b15.8x20.6x1.1x
Sun, 11 May 2025CA$138.0bCA$137.2bCA$7.3b15.7x18.9x1x
Tue, 08 Apr 2025CA$128.2bCA$140.2bCA$7.1b14.7x18x0.9x
Thu, 06 Mar 2025CA$138.6bCA$150.3bCA$7.8b17x17.8x0.9x
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
Price to Earnings Ratio

16.2x


Total Market Cap: CA$109.1bTotal Earnings: CA$6.7bTotal Revenue: CA$134.3bTotal 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 23.7x 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 3.4% per year over the last three years.
  • Revenues for these companies have grown 3.1% 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 Market3.31%
Consumer Discretionary3.26%
Specialty Stores8.46%
Leisure8.31%
Consumer Durables7.39%
Consumer Services4.68%
General Merchandise and Department Stores3.67%
Auto Components1.80%
Luxury0.26%
Hospitality0.23%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 56.8%, which is higher than its past year's earnings decline of 65.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 57% over the next 5 years.
  • This is better than its past earnings decline of 65% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 11% 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$172.592.7%
+CA$1.2b		14.3%PE35.9x
GRGD Groupe DynamiteCA$80.0811.3%
+CA$927.0m		621.4%PE36.1x
ATZ AritziaCA$114.255.6%
+CA$708.1m		175.3%PE38.3x
MG Magna InternationalCA$76.733.0%
+CA$619.2m		70.8%PE18.3x
CTC.A Canadian Tire CorporationCA$189.224.9%
+CA$464.1m		31.5%PE17.3x

Latest News

DOO
CA$101.35
BRP
7D
6.1%
1Y
99.4%

DOO: Share Capture And 2026 Earnings Setup Will Support Upside Potential

Analysts have trimmed the average fair value estimate for BRP to CA$117.70 from CA$118.25, reflecting recent CA$7, CA$4 and CA$1 price target cuts, alongside mixed but still constructive views on earnings potential and market share gains into 2026. Analyst Commentary Recent research on BRP presents a mixed picture, with bullish analysts seeing room for the company to gain share and improve earnings quality into 2026, while more cautious voices focus on execution risks and the current powersports backdrop.
DTOL
CA$7.83
D2L
7D
-0.6%
1Y
-36.1%
GRGD
CA$80.08
Groupe Dynamite
7D
11.3%
1Y
621.4%
ATZ
CA$114.25
Aritzia
7D
5.6%
1Y
175.3%

ATZ: Higher Margin Outlook And Store Expansion Will Support Future Upside Potential

Aritzia's analyst price target has been nudged higher, with the fair value estimate moving from CA$151.42 to CA$151.54 as analysts factor in updated targets in the CA$135 to CA$155 range and refine assumptions around growth, profitability and P/E expectations. Analyst Commentary Bullish analysts have clustered their updated price targets for Aritzia in a relatively tight CA$135 to CA$155 range, suggesting a shared view of where valuation could reasonably sit if current assumptions around growth and profitability hold.
DOL
CA$172.59
Dollarama
7D
2.7%
1Y
14.3%

DOL: Cautious Outlook On P/E Assumptions Will Likely Pressure Shares

Analysts have trimmed their CA$ price targets on Dollarama, and the updated fair value estimate has shifted from CA$166.73 to CA$153.59 as they factor in more conservative assumptions for revenue growth, profit margins, and long term P/E multiples. Analyst Commentary Recent Street research reflects a more cautious tone around Dollarama, with several bearish analysts trimming price targets by amounts ranging from CA$2 to CA$20.
GH
CA$13.42
Gamehost
7D
-0.6%
1Y
42.0%
GIL
CA$75.75
Gildan Activewear
7D
1.3%
1Y
35.9%

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.
XX
CA$1.40
Avante
7D
-4.1%
1Y
75.0%
ICE
CA$4.00
Canlan Ice Sports
7D
-2.4%
1Y
14.3%
PET
CA$21.13
Pet Valu Holdings
7D
-0.9%
1Y
-10.7%

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$76.73
Magna International
7D
3.0%
1Y
70.8%
AUTO
CA$0.06
Agereh Technologies
7D
-14.3%
1Y
-47.8%
CTC.A
CA$189.22
Canadian Tire Corporation
7D
4.9%
1Y
31.5%

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.
LNR
CA$86.57
Linamar
7D
2.9%
1Y
87.0%
PESO
CA$0.41
PesoRama
7D
-1.2%
1Y
182.8%
TWC
CA$22.11
TWC Enterprises
7D
-5.9%
1Y
28.2%