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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedMar 11, 2026
DataAggregated Company Financials
Companies53
  • 7D-3.5%
  • 3M0.5%
  • 1Y31.5%
  • YTD-1.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.5%, driven by a pullback from Magna International of 7.1%. In the past year, the industry has gained 31%. 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
Wed, 11 Mar 2026CA$183.9bCA$144.5bCA$7.2b16.7x25.4x1.3x
Fri, 06 Feb 2026CA$178.2bCA$144.4bCA$7.6b20.4x23.3x1.2x
Sun, 04 Jan 2026CA$182.9bCA$144.3bCA$7.6b19.5x24.1x1.3x
Tue, 02 Dec 2025CA$178.9bCA$145.1bCA$7.5b19.3x23.7x1.2x
Thu, 30 Oct 2025CA$169.1bCA$144.7bCA$7.8b17.5x21.8x1.2x
Sat, 27 Sep 2025CA$165.0bCA$144.4bCA$7.7b17.7x21.4x1.1x
Mon, 25 Aug 2025CA$163.3bCA$143.5bCA$7.6b17.9x21.5x1.1x
Wed, 23 Jul 2025CA$159.9bCA$142.2bCA$7.6b17.8x20.9x1.1x
Fri, 20 Jun 2025CA$153.4bCA$142.5bCA$7.6b15.8x20.3x1.1x
Sun, 18 May 2025CA$142.2bCA$136.2bCA$7.4b16x19.1x1x
Tue, 15 Apr 2025CA$127.8bCA$138.0bCA$7.0b14.9x18.3x0.9x
Thu, 13 Mar 2025CA$139.2bCA$150.2bCA$7.2b17.9x19.3x0.9x
Sat, 08 Feb 2025CA$139.9bCA$148.7bCA$8.2b15.2x17.1x0.9x
Mon, 06 Jan 2025CA$142.3bCA$149.3bCA$8.2b15.5x17.4x1x
Wed, 04 Dec 2024CA$145.2bCA$147.2bCA$8.0b15.1x18.1x1x
Fri, 01 Nov 2024CA$138.4bCA$145.5bCA$7.5b17.3x18.4x1x
Sun, 29 Sep 2024CA$139.3bCA$144.0bCA$7.5b17.8x18.6x1x
Tue, 27 Aug 2024CA$139.3bCA$144.7bCA$7.7b16.7x18x1x
Thu, 25 Jul 2024CA$138.7bCA$146.6bCA$8.0b13.4x17.4x0.9x
Sat, 22 Jun 2024CA$130.8bCA$145.9bCA$8.0b13.5x16.4x0.9x
Mon, 20 May 2024CA$135.3bCA$146.9bCA$8.0b13.9x16.9x0.9x
Wed, 17 Apr 2024CA$133.5bCA$147.1bCA$8.2b13.9x16.2x0.9x
Fri, 15 Mar 2024CA$137.8bCA$145.7bCA$8.1b14.9x17.1x0.9x
Sun, 11 Feb 2024CA$135.6bCA$145.3bCA$7.8b15.7x17.4x0.9x
Tue, 09 Jan 2024CA$135.7bCA$149.0bCA$7.7b15.8x17.6x0.9x
Thu, 07 Dec 2023CA$106.8bCA$144.6bCA$6.9b15.2x15.5x0.7x
Sat, 04 Nov 2023CA$104.8bCA$145.7bCA$7.2b14.8x14.6x0.7x
Mon, 02 Oct 2023CA$104.6bCA$142.8bCA$7.1b15.1x14.7x0.7x
Wed, 30 Aug 2023CA$111.9bCA$142.3bCA$7.1b16.3x15.9x0.8x
Fri, 28 Jul 2023CA$116.8bCA$136.5bCA$6.4b16.9x18.2x0.9x
Sun, 25 Jun 2023CA$108.8bCA$135.9bCA$6.5b15.5x16.9x0.8x
Tue, 23 May 2023CA$110.3bCA$137.1bCA$6.4b15.3x17.1x0.8x
Thu, 20 Apr 2023CA$111.1bCA$134.5bCA$6.7b15.6x16.5x0.8x
Sat, 18 Mar 2023CA$97.5bCA$125.8bCA$6.0b13.8x16.3x0.8x
Price to Earnings Ratio

16.3x


Total Market Cap: CA$97.5bTotal Earnings: CA$6.0bTotal Revenue: CA$125.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.5x202420252026
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 25.4x which is higher than its 3-year average PE of 18.5x.
  • The 3-year average PS ratio of 0.96x 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 6.5% per year over the last three years.
  • Revenues for these companies have grown 4.7% 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-1.63%
Consumer Discretionary-3.50%
Auto0%0
Online Retail and Ecommerce0%0
Hospitality-0.49%
General Merchandise and Department Stores-2.07%
Consumer Services-3.10%
Specialty Stores-4.48%
Leisure-5.04%
Consumer Durables-5.38%
Auto Components-6.56%
Luxury-7.35%
Retail Distributors-12.50%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 19.8x.
    • Analysts are expecting annual earnings growth of 23.3%, which is higher than its past year's earnings decline of 41.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 10.0% 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
TOY Spin MasterCA$19.081.5%
+CA$29.1m		-26.9%PS0.7x
IFA iFabricCA$2.1914.7%
+CA$8.5m		108.6%PE42.2x
DII.B Dorel IndustriesCA$1.809.1%
+CA$5.2m		-53.8%PS0.04x
BILD BuildDirect.com TechnologiesCA$2.753.8%
+CA$4.8m		118.3%PS1.5x
XTC Exco TechnologiesCA$7.541.2%
+CA$3.4m		24.8%PE11.5x

Latest News

GIL
CA$84.41
Gildan Activewear
7D
-7.6%
1Y
22.0%
TOY
CA$19.08
Spin Master
7D
1.5%
1Y
-26.9%
LNR
CA$88.55
Linamar
7D
-4.5%
1Y
72.8%
XTC
CA$7.54
Exco Technologies
7D
1.2%
1Y
24.8%
MG
CA$78.49
Magna International
7D
-7.1%
1Y
48.0%

MG: Dividend Strength And Buybacks Will Support Confidence In 2026 Guidance

Analysts have nudged their fair value estimate for Magna International up from CA$85.36 to CA$89.71, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Magna confirmed earnings guidance for 2026, with expected sales in a range of US$41.9b to US$43.5b (company guidance).
DOO
CA$89.50
BRP
7D
-6.8%
1Y
58.9%

DOO: Fair Outlook Weighs Short-Term Catalyst Watch Against Leadership And Capital Moves

Analysts have nudged their fair value estimate for BRP slightly higher to about CA$98.91 from roughly CA$98.67, reflecting updated views on margins, discount rate, and future P/E assumptions alongside fresh bullish and neutral Street research. Analyst Commentary Recent research coverage on BRP spans bullish and neutral views, with targets that cluster well below the current internal fair value estimate of about CA$98.91.
ATZ
CA$112.72
Aritzia
7D
-5.9%
1Y
114.7%

ATZ: Higher Margin Outlook Will Support Stronger Long Term Earnings Power

Aritzia's fair value estimate has been raised from CA$150.0 to CA$168.0, reflecting analysts' higher price targets, including recent moves to CA$148 to CA$155. This change also incorporates updated assumptions for slightly stronger revenue growth, modestly higher profit margins, and a lower future P/E multiple.
DII.B
CA$1.80
Dorel Industries
7D
9.1%
1Y
-53.8%
XX
CA$1.15
Avante
7D
10.6%
1Y
27.8%
DOL
CA$195.80
Dollarama
7D
-2.1%
1Y
29.6%

DOL: Share Repurchases Will Support Higher Margins And Future P/E Assumptions

Analysts are keeping their CA$235.00 target for Dollarama unchanged, citing slightly higher assumed revenue growth and profit margins, along with a modestly higher discount rate and a lower future P/E, which together offset each other in their valuation work. What's in the News Dollarama completed a share repurchase tranche between August 4, 2025 and November 2, 2025, buying back 2,605,912 shares for CA$484.6 million.
CTC.A
CA$190.01
Canadian Tire Corporation
7D
-2.0%
1Y
28.8%
GRGD
CA$81.93
Groupe Dynamite
7D
-1.9%
1Y
506.9%
RVLY
CA$0.01
Rivalry
7D
100.0%
1Y
-90.5%
IFA
CA$2.19
iFabric
7D
14.7%
1Y
108.6%
MENE
CA$0.20
Mene
7D
5.3%
1Y
60.0%

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Jan 27
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BILD
CA$2.75
BuildDirect.com Technologies
7D
3.8%
1Y
118.3%

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Jan 06
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