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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedJan 28, 2026
DataAggregated Company Financials
Companies54
  • 7D-2.0%
  • 3M5.4%
  • 1Y25.4%
  • YTD-3.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.0%, driven by Dollarama declining 5.3%. This takes the industry's 12 month performance to a gain of 25%. 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
Wed, 28 Jan 2026CA$177.7bCA$143.9bCA$7.6b20x23.3x1.2x
Fri, 26 Dec 2025CA$183.4bCA$144.0bCA$7.6b19.8x24.2x1.3x
Sun, 23 Nov 2025CA$174.1bCA$145.7bCA$7.6b18.6x23x1.2x
Tue, 21 Oct 2025CA$168.5bCA$145.2bCA$7.8b18.3x21.7x1.2x
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
Price to Earnings Ratio

16.5x


Total Market Cap: CA$108.2bTotal Earnings: CA$6.6bTotal Revenue: CA$121.1bTotal 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 23.3x 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 5.2% per year over the last three years.
  • Revenues for these companies have grown 5.9% 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 Market1.72%
Consumer Discretionary-1.99%
Consumer Durables6.09%
Luxury3.83%
Leisure3.10%
Consumer Services0.16%
Hospitality0.12%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Auto Components-1.41%
Specialty Stores-3.96%
General Merchandise and Department Stores-4.61%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 10.7x.
    • 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
GIL Gildan ActivewearCA$91.264.2%
+CA$542.6m		22.4%PE21.1x
DOO BRPCA$108.163.3%
+CA$251.8m		48.7%PE32.6x
MTY MTY Food GroupCA$42.706.7%
+CA$61.4m		-17.8%PE30.9x
LNR LinamarCA$88.211.1%
+CA$59.7m		51.0%PE21.8x
TOY Spin MasterCA$18.992.4%
+CA$44.2m		-41.0%PE24.7x

Latest News

TOY
CA$18.99
Spin Master
7D
2.4%
1Y
-41.0%

Is Spin Master Corp. (TSE:TOY) Trading At A 33% Discount?

Jan 27
Is Spin Master Corp. (TSE:TOY) Trading At A 33% Discount?
CTC.A
CA$172.93
Canadian Tire Corporation
7D
-0.9%
1Y
3.3%

CTC.A: Loyalty Partnership And Capital Returns Will Support Balanced Future Outcomes

Analysts have raised their price target on Canadian Tire Corporation by C$5, reflecting updated assumptions for fair value, discount rate, revenue, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts view the C$5 price target increase as a reflection of updated fair value assumptions, suggesting they see the current share price as not fully reflecting revised expectations.
MTY
CA$42.70
MTY Food Group
7D
6.7%
1Y
-17.8%

MTY Food Group (TSE:MTY) Has Announced That It Will Be Increasing Its Dividend To CA$0.37

Jan 25
MTY Food Group (TSE:MTY) Has Announced That It Will Be Increasing Its Dividend To CA$0.37
PET
CA$28.23
Pet Valu Holdings
7D
-3.6%
1Y
8.0%

PET: Buybacks And Premium Nutrition Offering Will Support Medium-Term Upside

Analysts have adjusted their price targets on Pet Valu Holdings to a range of C$36 to C$40, down from the previous range of C$40 to C$44. They generally cite updated assumptions around discount rates, revenue growth and profit margins, while maintaining positive overall views on the shares.
GOOS
CA$17.02
Canada Goose Holdings
7D
1.1%
1Y
0.1%

GOOS: Persistent Demand Uncertainty Will Restrain Shares Despite 2026 Sector Tailwinds

Analysts have lifted their price target on Canada Goose Holdings to $12 from $11, citing a more constructive view on specialty retail into 2026, while still stressing that careful stock selection matters given ongoing demand uncertainty. Analyst Commentary Recent research points to a mixed view on Canada Goose Holdings, with some cautious voices highlighting risks around execution and growth.
DOO
CA$108.16
BRP
7D
3.3%
1Y
48.7%

DOO: Margin Execution And 90 Day Catalyst Watch Will Drive Upside

Analysts have nudged their price targets on BRP higher, with recent moves such as UBS raising its target to $75 from $70 and National Bank moving to C$105 from C$101, supported by updated views on the company’s growth outlook and valuation inputs. Analyst Commentary Recent research points to a more constructive stance on BRP, with price targets adjusted higher and near term catalysts flagged for investors who are watching execution and valuation closely.
GRGD
CA$71.38
Groupe Dynamite
7D
-3.7%
1Y
319.9%

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$72.73
Magna International
7D
-2.0%
1Y
22.9%

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).
ACQ
CA$27.78
AutoCanada
7D
4.9%
1Y
38.2%

Is AutoCanada (TSE:ACQ) A Risky Investment?

Jan 22
Is AutoCanada (TSE:ACQ) A Risky Investment?
ATZ
CA$115.09
Aritzia
7D
-5.3%
1Y
58.6%

ATZ: Higher Margin Outlook And Store Expansion Will Drive Medium-Term Returns

Aritzia's fair value estimate has been revised from C$107.00 to about C$151.42, reflecting analysts' higher price targets in the C$148 to C$155 range and updated views on the company's revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research updates cluster around higher price targets for Aritzia, with several bullish analysts revising their views on what they see as a fair value range for the shares.
DOL
CA$186.36
Dollarama
7D
-5.3%
1Y
32.1%

DOL: Buybacks And International Expansion Will Shape Balanced Future Upside Outlook

Analysts have modestly adjusted their price expectations for Dollarama, with the latest target implying fair value of $211.38 as they refine assumptions around the discount rate and long term P/E multiple, while keeping revenue growth and profit margin forecasts broadly unchanged. What's in the News From August 4, 2025 to November 2, 2025, Dollarama repurchased 2,605,912 shares for CAD 484.6 million, representing 0.94% of its shares under the buyback announced on July 3, 2025 (Key Developments).
XTC
CA$7.07
Exco Technologies
7D
4.4%
1Y
-2.8%
GIL
CA$91.26
Gildan Activewear
7D
4.2%
1Y
22.4%

GIL: Share Repurchases And Steady Guidance Will Support Stronger Future Returns

Analysts have kept their fair value estimate for Gildan Activewear effectively unchanged at about $101 per share, with small tweaks to inputs like the discount rate, revenue growth, profit margin, and future P/E that help fine-tune rather than reset their overall view. What's in the News Between June 30, 2025 and August 8, 2025, Gildan Activewear repurchased 855,000 shares, representing 0.57% of shares, for $45m under its existing buyback program (Key Developments).
MRE
CA$9.77
Martinrea International
7D
-5.9%
1Y
9.2%
KITS
CA$20.30
Kits Eyecare
7D
-6.0%
1Y
122.8%
LNR
CA$88.21
Linamar
7D
1.1%
1Y
51.0%

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

Jan 07
Linamar (TSE:LNR) Seems To Use Debt Quite Sensibly