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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedJun 08, 2025
DataAggregated Company Financials
Companies54
  • 7D0.09%
  • 3M7.7%
  • 1Y13.1%
  • YTD8.1%

The Consumer Discretionary is pretty flat in the last 7 days, but BRP has stood out, gaining 5.9%. As for the the longer term, the industry is up 13% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Jun 2025CA$150.3bCA$142.3bCA$7.5b15.9x20.1x1.1x
Wed, 07 May 2025CA$136.1bCA$136.4bCA$7.2b15.6x18.8x1x
Fri, 04 Apr 2025CA$135.1bCA$139.5bCA$7.1b15.7x19x1x
Sun, 02 Mar 2025CA$141.1bCA$151.0bCA$7.8b15x18x0.9x
Tue, 28 Jan 2025CA$143.2bCA$149.2bCA$8.2b16.1x17.5x1x
Thu, 26 Dec 2024CA$142.7bCA$148.8bCA$8.1b15.2x17.6x1x
Sat, 23 Nov 2024CA$142.9bCA$146.7bCA$8.0b15.1x17.9x1x
Mon, 21 Oct 2024CA$140.8bCA$144.8bCA$7.5b17.9x18.8x1x
Wed, 18 Sep 2024CA$137.8bCA$144.5bCA$7.5b17.4x18.4x1x
Fri, 16 Aug 2024CA$135.8bCA$146.2bCA$7.8b16.3x17.4x0.9x
Sun, 14 Jul 2024CA$137.4bCA$145.6bCA$7.9b13.8x17.3x0.9x
Tue, 11 Jun 2024CA$134.2bCA$146.4bCA$8.0b13.8x16.8x0.9x
Thu, 09 May 2024CA$135.3bCA$147.3bCA$7.9b13.8x17.2x0.9x
Sat, 06 Apr 2024CA$136.3bCA$145.9bCA$8.2b14.6x16.7x0.9x
Mon, 04 Mar 2024CA$136.1bCA$145.4bCA$8.1b15.4x16.9x0.9x
Wed, 31 Jan 2024CA$139.6bCA$149.2bCA$7.7b16x18.1x0.9x
Fri, 29 Dec 2023CA$137.9bCA$148.2bCA$7.7b16.2x17.9x0.9x
Sun, 26 Nov 2023CA$107.3bCA$145.0bCA$6.9b15.3x15.5x0.7x
Tue, 24 Oct 2023CA$102.5bCA$143.6bCA$7.2b14.3x14.3x0.7x
Thu, 21 Sep 2023CA$106.8bCA$142.2bCA$7.1b15.4x15x0.8x
Sat, 19 Aug 2023CA$110.6bCA$142.2bCA$7.1b16.3x15.7x0.8x
Mon, 17 Jul 2023CA$114.2bCA$136.3bCA$6.4b16.6x17.8x0.8x
Wed, 14 Jun 2023CA$111.3bCA$136.6bCA$6.5b15.6x17.1x0.8x
Fri, 12 May 2023CA$110.9bCA$136.9bCA$6.3b14.5x17.6x0.8x
Sun, 09 Apr 2023CA$107.6bCA$134.7bCA$6.8b14.1x15.9x0.8x
Tue, 07 Mar 2023CA$103.8bCA$124.9bCA$6.0b15x17.4x0.8x
Thu, 02 Feb 2023CA$107.9bCA$120.5bCA$6.5b13.6x16.6x0.9x
Sat, 31 Dec 2022CA$98.6bCA$121.6bCA$6.6b14.9x15x0.8x
Mon, 28 Nov 2022CA$102.6bCA$121.0bCA$6.4b14.8x16x0.8x
Wed, 26 Oct 2022CA$97.0bCA$119.6bCA$5.8b13.5x16.7x0.8x
Fri, 23 Sep 2022CA$95.4bCA$118.8bCA$5.8b13.9x16.5x0.8x
Sun, 21 Aug 2022CA$101.7bCA$116.0bCA$5.6b14.9x18x0.9x
Tue, 19 Jul 2022CA$91.0bCA$113.2bCA$6.3b14.1x14.4x0.8x
Thu, 16 Jun 2022CA$91.3bCA$112.6bCA$6.3b13.8x14.4x0.8x
Price to Earnings Ratio

14.4x


Total Market Cap: CA$91.3bTotal Earnings: CA$6.3bTotal Revenue: CA$112.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 16.9x202320242025
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 20.1x which is higher than its 3-year average PE of 16.9x.
  • The 3-year average PS ratio of 0.87x 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 6.1% per year over the last three years.
  • Revenues for these companies have grown 8.2% 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 Market0.89%
Consumer Discretionary0.091%
Consumer Durables24.05%
Leisure3.26%
Luxury1.30%
Specialty Stores0.95%
Auto Components0.27%
General Merchandise and Department Stores0.086%
Auto0%0
Online Retail and Ecommerce0%0
Hospitality-1.24%
Consumer Services-3.29%
Retail Distributors-13.33%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio.
    • 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 27% over the next 5 years.
  • This is better than its past earnings decline of 4.5% per year.
  • In contrast, the Consumer Services industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
DOO BRPCA$63.995.9%
+CA$258.5m		-25.7%PE25.8x
GIL Gildan ActivewearCA$65.512.5%
+CA$243.4m		24.1%PE17.8x
CTC.A Canadian Tire CorporationCA$177.301.7%
+CA$160.3m		27.8%PE11.4x
ATZ AritziaCA$67.651.6%
+CA$142.0m		85.9%PE37.4x
MG Magna InternationalCA$50.150.7%
+CA$93.0m		-16.7%PE9x
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MTY

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