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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedJan 18, 2026
DataAggregated Company Financials
Companies54
  • 7D0.08%
  • 3M10.8%
  • 1Y35.3%
  • YTD1.2%

The Consumer Discretionary is pretty flat in the last 7 days, but Restaurant Brands International Limited Partnership has stood out, gaining 8.4%. As for the the longer term, the industry is up 35% 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
Mon, 19 Jan 2026CA$183.0bCA$145.7bCA$7.7b19.8x23.7x1.3x
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
Price to Earnings Ratio

15.9x


Total Market Cap: CA$104.1bTotal Earnings: CA$6.5bTotal Revenue: CA$120.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.1x202420252026
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 18.1x.
  • The 3-year average PS ratio of 0.94x 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 5.6% per year over the last three years.
  • Revenues for these companies have grown 6.4% 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 Market1.66%
Consumer Discretionary0.077%
Hospitality7.03%
Leisure6.22%
Auto0%0
Online Retail and Ecommerce0%0
Luxury-0.68%
General Merchandise and Department Stores-1.29%
Auto Components-1.58%
Specialty Stores-4.39%
Consumer Durables-4.56%
Consumer Services-11.18%
Retail Distributors-12.50%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 9.7x.
    • 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
QSP.UN Restaurant Brands International Limited PartnershipCA$100.308.4%
+CA$829.6m		15.1%PE17.8x
DOO BRPCA$108.9610.0%
+CA$727.5m		44.9%PE32.8x
PET Pet Valu HoldingsCA$29.315.0%
+CA$95.8m		12.7%PE20.8x
LNR LinamarCA$87.801.2%
+CA$61.5m		51.9%PE21.7x
KITS Kits EyecareCA$21.444.6%
+CA$30.2m		171.4%PE123.5x

Latest News

MRE
CA$10.70
Martinrea International
7D
2.2%
1Y
17.6%
ATZ
CA$125.22
Aritzia
7D
-4.8%
1Y
84.5%
MG
CA$76.32
Magna International
7D
-2.4%
1Y
30.7%
DTOL
CA$11.97
D2L
7D
-12.4%
1Y
-34.7%

There's Been No Shortage Of Growth Recently For D2L's (TSE:DTOL) Returns On Capital

Jan 16
There's Been No Shortage Of Growth Recently For D2L's (TSE:DTOL) Returns On Capital
TOY
CA$18.82
Spin Master
7D
-7.2%
1Y
-40.0%
GOOS
CA$17.91
Canada Goose Holdings
7D
-2.5%
1Y
21.3%
DOL
CA$196.24
Dollarama
7D
-1.5%
1Y
47.2%
DOO
CA$108.96
BRP
7D
10.0%
1Y
44.9%
KITS
CA$21.44
Kits Eyecare
7D
4.6%
1Y
171.4%
GRGD
CA$77.70
Groupe Dynamite
7D
-8.0%
1Y
341.5%
PET
CA$29.31
Pet Valu Holdings
7D
5.0%
1Y
12.7%
CTC.A
CA$176.71
Canadian Tire Corporation
7D
0.2%
1Y
9.8%

CTC.A: Dividends And Buybacks Will Continue To Underpin Balanced Returns

Analysts have kept their fair value estimate for Canadian Tire Corporation effectively unchanged at about $180.55 per share, with only slight tweaks to assumptions such as discount rate and future P/E. They are using this figure as the basis for a stable price target in their latest update.
LNR
CA$87.80
Linamar
7D
1.2%
1Y
51.9%

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

Jan 07
Linamar (TSE:LNR) Seems To Use Debt Quite Sensibly
GIL
CA$87.97
Gildan Activewear
7D
-0.4%
1Y
22.2%

GIL: Ongoing Share Repurchases Will Support Higher Future Profitability

Analysts have nudged their price target for Gildan Activewear slightly higher to reflect modestly lower perceived risk, a small improvement in long term margin expectations, and a slightly richer anticipated future earnings multiple, while leaving fair value estimates essentially unchanged. What's in the News Completed a substantial share repurchase program, buying back 9,978,864 shares, or about 6.39% of shares outstanding, for approximately $480.12 million under the August 1, 2024 authorization (Key Developments).
DII.B
CA$2.04
Dorel Industries
7D
17.2%
1Y
-58.8%
QSP.UN
CA$100.30
Restaurant Brands International Limited Partnership
7D
8.4%
1Y
15.1%