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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedDec 17, 2025
DataAggregated Company Financials
Companies54
  • 7D1.0%
  • 3M9.4%
  • 1Y27.8%
  • YTD31.4%

Last week, the Consumer Discretionary industry hasn't moved much but Magna International is up 6.4% in that time. As for the the longer term, the industry is up 28% over the past 12 months. 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, 17 Dec 2025CA$180.6bCA$144.5bCA$7.6b19.9x23.8x1.3x
Fri, 14 Nov 2025CA$172.4bCA$145.5bCA$7.6b18.1x22.7x1.2x
Sun, 12 Oct 2025CA$163.4bCA$145.0bCA$7.8b18.2x21.1x1.1x
Tue, 09 Sep 2025CA$163.1bCA$143.7bCA$7.6b17.5x21.4x1.1x
Thu, 07 Aug 2025CA$161.4bCA$142.6bCA$7.8b17.3x20.6x1.1x
Sat, 05 Jul 2025CA$158.2bCA$142.0bCA$7.6b16.5x20.9x1.1x
Mon, 02 Jun 2025CA$150.2bCA$142.5bCA$7.5b16.4x20x1.1x
Wed, 30 Apr 2025CA$132.2bCA$137.9bCA$7.0b15.4x19x1x
Fri, 28 Mar 2025CA$133.2bCA$140.3bCA$7.0b16.5x18.9x0.9x
Sun, 23 Feb 2025CA$138.5bCA$149.4bCA$7.1b19.1x19.6x0.9x
Tue, 21 Jan 2025CA$138.2bCA$148.6bCA$8.1b14.9x17x0.9x
Thu, 19 Dec 2024CA$144.5bCA$149.2bCA$8.1b14.3x17.7x1x
Sat, 16 Nov 2024CA$139.9bCA$146.5bCA$7.9b14.5x17.7x1x
Mon, 14 Oct 2024CA$140.9bCA$144.6bCA$7.5b18.1x18.7x1x
Wed, 11 Sep 2024CA$134.1bCA$144.4bCA$7.4b17.3x18x0.9x
Fri, 09 Aug 2024CA$132.4bCA$146.1bCA$7.7b15.6x17.2x0.9x
Sun, 07 Jul 2024CA$132.4bCA$145.5bCA$7.9b13.6x16.7x0.9x
Tue, 04 Jun 2024CA$133.5bCA$146.1bCA$8.1b12.8x16.5x0.9x
Thu, 02 May 2024CA$133.1bCA$147.0bCA$8.3b13.6x16x0.9x
Sat, 30 Mar 2024CA$137.7bCA$145.4bCA$7.9b15x17.4x0.9x
Mon, 26 Feb 2024CA$136.1bCA$145.0bCA$8.1b15.3x16.8x0.9x
Wed, 24 Jan 2024CA$138.9bCA$149.6bCA$7.7b15.9x18x0.9x
Fri, 22 Dec 2023CA$134.7bCA$148.6bCA$7.7b16.1x17.5x0.9x
Sun, 19 Nov 2023CA$108.0bCA$145.5bCA$7.0b15.4x15.5x0.7x
Tue, 17 Oct 2023CA$103.4bCA$143.1bCA$7.2b14.5x14.4x0.7x
Thu, 14 Sep 2023CA$107.6bCA$142.7bCA$7.2b15.4x15x0.8x
Sat, 12 Aug 2023CA$113.6bCA$141.7bCA$7.0b16.6x16.2x0.8x
Mon, 10 Jul 2023CA$114.3bCA$136.4bCA$6.5b16.7x17.7x0.8x
Wed, 07 Jun 2023CA$110.7bCA$137.2bCA$6.5b15.6x17.1x0.8x
Fri, 05 May 2023CA$108.1bCA$135.4bCA$6.7b16.1x16x0.8x
Sun, 02 Apr 2023CA$109.8bCA$134.7bCA$6.8b13.7x16.2x0.8x
Tue, 28 Feb 2023CA$102.8bCA$123.7bCA$6.5b14.3x15.8x0.8x
Thu, 26 Jan 2023CA$104.1bCA$120.9bCA$6.5b13.4x15.9x0.9x
Sat, 24 Dec 2022CA$97.9bCA$122.0bCA$6.5b15x15x0.8x
Price to Earnings Ratio

15x


Total Market Cap: CA$97.9bTotal Earnings: CA$6.5bTotal Revenue: CA$122.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 17.9x202320242025
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 23.8x which is higher than its 3-year average PE of 17.9x.
  • The 3-year average PS ratio of 0.93x is lower than the industry's current PS ratio of 1.3x.
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 5.8% 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-0.016%
Consumer Discretionary0.97%
Retail Distributors27.27%
Luxury8.62%
Auto Components6.14%
Leisure0.29%
General Merchandise and Department Stores0.14%
Auto0%0
Online Retail and Ecommerce0%0
Specialty Stores-0.75%
Hospitality-1.81%
Consumer Durables-2.14%
Consumer Services-12.60%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 6.3x.
    • 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$72.666.4%
+CA$1.2b		16.6%PE14.4x
GIL Gildan ActivewearCA$87.1510.3%
+CA$1.2b		25.6%PE19.9x
LNR LinamarCA$81.545.8%
+CA$266.8m		39.0%PE20.2x
CTC.A Canadian Tire CorporationCA$170.030.9%
+CA$79.8m		9.9%PE11.5x
TOY Spin MasterCA$20.312.5%
+CA$50.3m		-39.4%PE26.1x

Latest News

TOY
CA$20.31
Spin Master
7D
2.5%
1Y
-39.4%
DOO
CA$103.44
BRP
7D
-0.3%
1Y
39.6%

BRP (TSE:DOO) Is Due To Pay A Dividend Of CA$0.215

Dec 16
BRP (TSE:DOO) Is Due To Pay A Dividend Of CA$0.215
QSP.UN
CA$96.49
Restaurant Brands International Limited Partnership
7D
-2.2%
1Y
0.6%
MG
CA$72.66
Magna International
7D
6.4%
1Y
16.6%

MG: Electric Expansion And Buybacks Will Shape A Measured Outlook

Analysts have modestly raised their price target on Magna International to approximately $69.38 per share, reflecting slightly lower discount rate assumptions, a small upward revision to long term profit margins, and a marginally higher expected future P/E multiple, even as revenue growth forecasts edge down. What's in the News GAC and Magna launched a vehicle assembly program in Europe focused on accelerating electric mobility, with serial production of the five star Euro NCAP rated AION V SUV now underway at Magna's Graz facility and initial market entries in Finland, Poland and Portugal (Key Developments).
GRGD
CA$83.71
Groupe Dynamite
7D
-0.3%
1Y
299.4%

Investors Appear Satisfied With Groupe Dynamite Inc.'s (TSE:GRGD) Prospects As Shares Rocket 25%

Dec 14
Investors Appear Satisfied With Groupe Dynamite Inc.'s (TSE:GRGD) Prospects As Shares Rocket 25%
GBT
CA$12.51
BMTC Group
7D
-3.8%
1Y
-1.4%
LNR
CA$81.54
Linamar
7D
5.8%
1Y
39.0%
DTOL
CA$14.18
D2L
7D
-14.0%
1Y
-25.9%
MRE
CA$10.35
Martinrea International
7D
5.1%
1Y
13.7%

MRE: Future Outlook Will Balance Stronger Earnings With Modest Risk Profile

Analysts have raised their price target on Martinrea International from approximately 9.00 dollars to 11.00 dollars, reflecting expectations for stronger revenue growth, improving profit margins, and a modest re rating of the company’s future price to earnings multiple, despite a slightly higher assumed discount rate. What's in the News Maintained 2025 earnings guidance and reaffirmed a total sales outlook of $4.8 to $5.1 billion (company guidance) Reported no share repurchases between July 1 and September 30, 2025, effectively completing a previously announced buyback program without deploying capital (company filing) Valuation Changes Fair Value Estimate increased from CA$9.00 to CA$11.00, implying a modest upward re rating of Martinrea International’s intrinsic value.
ROOT
CA$3.09
Roots
7D
-8.8%
1Y
45.1%
BPF.UN
CA$22.72
Boston Pizza Royalties Income Fund
7D
5.4%
1Y
28.8%
ATZ
CA$113.36
Aritzia
7D
-1.6%
1Y
121.3%
CTC.A
CA$170.03
Canadian Tire Corporation
7D
0.9%
1Y
9.9%

CTC.A: Dividends And Buybacks Will Support Measured Returns Ahead

Analysts have modestly revised their price target on Canadian Tire Corporation upward to approximately $180.55 per share. This reflects largely unchanged assumptions for fair value, revenue growth, profit margins, and future valuation multiples, along with a slightly lower discount rate that marginally enhances the stock's risk adjusted appeal.
GOOS
CA$17.84
Canada Goose Holdings
7D
-1.6%
1Y
23.5%

GOOS: Lowered Price View And Buyback Program Will Shape Future Returns

Analysts have trimmed their price target on Canada Goose Holdings, cutting it by $2 to $11 per share, as they reassess the company’s near term growth and profitability trajectory while maintaining a generally neutral stance. Analyst Commentary Analyst reactions to the revised price target reflect a balanced view of Canada Goose Holdings, with optimism about the brand’s long term positioning tempered by concerns around execution risks and demand visibility.
GIL
CA$87.15
Gildan Activewear
7D
10.3%
1Y
25.6%

GIL: Share Buybacks And Index Inclusion Will Support Higher Future Profitability

Analysts have nudged their price target for Gildan Activewear slightly higher to reflect modestly improved long term profit margin expectations and a marginally richer future earnings multiple, despite only minor adjustments to the discount rate and revenue growth assumptions. What's in the News From June 30, 2025 to August 8, 2025, Gildan Activewear repurchased 855,000 shares for 45 million dollars, completing a total buyback of 9,978,864 shares, or 6.39 percent of shares outstanding, under its August 1, 2024 authorization (Key Developments).
KITS
CA$16.73
Kits Eyecare
7D
8.1%
1Y
93.4%