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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies53
  • 7D-4.8%
  • 3M-9.7%
  • 1Y25.6%
  • YTD-6.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.8%, driven by Dollarama declining 14%. This takes the industry's 12 month performance to a gain of 26%. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Mar 2026CA$178.9bCA$145.3bCA$7.3b15.5x24.5x1.2x
Fri, 20 Feb 2026CA$191.2bCA$144.9bCA$7.4b18.4x25.9x1.3x
Sun, 18 Jan 2026CA$183.0bCA$145.7bCA$7.7b19.8x23.7x1.3x
Tue, 16 Dec 2025CA$180.6bCA$144.5bCA$7.6b19.4x23.8x1.2x
Thu, 13 Nov 2025CA$170.6bCA$145.5bCA$7.5b18.2x22.7x1.2x
Sat, 11 Oct 2025CA$164.1bCA$145.0bCA$7.8b18.2x21.1x1.1x
Mon, 08 Sep 2025CA$163.1bCA$143.9bCA$7.6b17.5x21.3x1.1x
Wed, 06 Aug 2025CA$159.3bCA$142.8bCA$7.8b17x20.3x1.1x
Fri, 04 Jul 2025CA$158.0bCA$141.8bCA$7.6b16.5x20.9x1.1x
Sun, 01 Jun 2025CA$150.0bCA$142.5bCA$7.5b16.4x20x1.1x
Tue, 29 Apr 2025CA$132.1bCA$137.8bCA$7.0b15.5x19x1x
Thu, 27 Mar 2025CA$133.9bCA$140.2bCA$7.0b16.3x19.1x1x
Sat, 22 Feb 2025CA$138.5bCA$149.4bCA$7.1b19.1x19.6x0.9x
Mon, 20 Jan 2025CA$138.2bCA$149.5bCA$8.2b14.8x16.9x0.9x
Wed, 18 Dec 2024CA$144.8bCA$148.5bCA$8.1b14.4x17.9x1x
Fri, 15 Nov 2024CA$139.7bCA$146.3bCA$7.9b15.4x17.7x1x
Sun, 13 Oct 2024CA$140.9bCA$144.6bCA$7.5b18.1x18.7x1x
Tue, 10 Sep 2024CA$134.1bCA$144.2bCA$7.4b17.3x18x0.9x
Thu, 08 Aug 2024CA$133.4bCA$146.2bCA$7.7b15.6x17.3x0.9x
Sat, 06 Jul 2024CA$133.3bCA$145.5bCA$7.9b13.6x16.8x0.9x
Mon, 03 Jun 2024CA$133.5bCA$146.1bCA$8.1b12.8x16.5x0.9x
Wed, 01 May 2024CA$133.3bCA$146.8bCA$8.2b14x16.2x0.9x
Fri, 29 Mar 2024CA$138.0bCA$145.4bCA$7.9b15x17.5x0.9x
Sun, 25 Feb 2024CA$136.1bCA$145.0bCA$7.4b15.4x18.4x0.9x
Tue, 23 Jan 2024CA$138.9bCA$149.7bCA$7.7b15.9x18x0.9x
Thu, 21 Dec 2023CA$135.6bCA$149.0bCA$7.7b15.7x17.5x0.9x
Sat, 18 Nov 2023CA$108.0bCA$145.5bCA$6.9b15.4x15.5x0.7x
Mon, 16 Oct 2023CA$103.0bCA$143.4bCA$7.2b14.5x14.4x0.7x
Wed, 13 Sep 2023CA$108.8bCA$142.7bCA$7.2b15.4x15.2x0.8x
Fri, 11 Aug 2023CA$115.0bCA$141.7bCA$7.0b16.9x16.4x0.8x
Sun, 09 Jul 2023CA$114.3bCA$136.4bCA$6.5b16.7x17.7x0.8x
Tue, 06 Jun 2023CA$109.1bCA$137.3bCA$6.5b15.5x16.8x0.8x
Thu, 04 May 2023CA$111.4bCA$135.8bCA$6.8b16.3x16.3x0.8x
Sat, 01 Apr 2023CA$109.8bCA$134.7bCA$6.8b13.7x16.1x0.8x
Price to Earnings Ratio

16.1x


Total Market Cap: CA$109.8bTotal Earnings: CA$6.8bTotal Revenue: CA$134.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 18.6x202420252026
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 24.5x which is higher than its 3-year average PE of 18.6x.
  • The 3-year average PS ratio of 0.97x 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 2.4% per year over the last three years.
  • Revenues for these companies have grown 2.6% 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-2.66%
Consumer Discretionary-4.84%
Consumer Durables6.30%
Leisure1.16%
Hospitality0.32%
Auto0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Specialty Stores-0.67%
Auto Components-1.66%
Luxury-1.67%
General Merchandise and Department Stores-12.10%
Consumer Services-12.45%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 22.2x.
    • Analysts are expecting annual earnings growth of 23.2%, 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% 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$103.500.5%
+CA$167.8m		7.5%PE21x
DOO BRPCA$89.232.6%
+CA$165.9m		75.7%PE26.9x
LNF Leon's FurnitureCA$25.661.2%
+CA$21.4m		7.8%PE11.3x
BRAG Bragg Gaming GroupCA$2.8832.1%
+CA$18.2m		-55.1%PS0.4x
IFA iFabricCA$3.5017.1%
+CA$15.5m		230.2%PE67.4x

Latest News

DOL
CA$168.66
Dollarama
7D
-13.6%
1Y
11.8%
PET
CA$21.65
Pet Valu Holdings
7D
-3.9%
1Y
-12.9%
DOO
CA$89.23
BRP
7D
2.6%
1Y
75.7%
KITS
CA$14.32
Kits Eyecare
7D
2.2%
1Y
16.0%
BRAG
CA$2.88
Bragg Gaming Group
7D
32.1%
1Y
-55.1%

Proprietary iCasino Content And Brazil Expansion Will Reshape Long Term Earnings Profile

Catalysts About Bragg Gaming Group Bragg Gaming Group supplies proprietary and exclusive online casino content and technology to regulated iGaming, sports betting and lottery operators in markets such as the U.S., Brazil and the Netherlands. What are the underlying business or industry changes driving this perspective?
TOY
CA$17.79
Spin Master
7D
-3.7%
1Y
-30.6%
LNR
CA$85.00
Linamar
7D
-1.9%
1Y
62.1%
GOOS
CA$15.03
Canada Goose Holdings
7D
0.7%
1Y
23.7%

GOOS: Persistent Demand Uncertainty And Execution Risks Will Restrain Shares Into 2026

Analysts now anchor their Canada Goose Holdings view to a CA$12.00 price target, following recent tweaks to growth, margin and P/E assumptions. These changes reflect a mix of target cuts and a lift to CA$12.00 in recent Street research, alongside several downgrades that highlight ongoing demand uncertainty.
MG
CA$75.42
Magna International
7D
-1.6%
1Y
42.0%

MG: Buybacks And Dividend Policy Will Support Confidence In 2026 Outlook

Analysts have adjusted their price target for Magna International slightly lower to about CA$89.42 from roughly CA$89.71, reflecting updated views on discount rates, modestly higher revenue growth expectations, slightly softer profit margins, and a small change in the assumed future P/E multiple. What's in the News Magna repurchased 4,498,439 shares for $265 million from October 31, 2025 to February 26, 2026, completing the buyback announced on October 31, 2025 (company filing).
IFA
CA$3.50
iFabric
7D
17.1%
1Y
230.2%
GIL
CA$78.82
Gildan Activewear
7D
-2.1%
1Y
22.3%

GIL: Dividend Growth And Bangladesh Expansion Will Support Future Upside

Analysts have raised their price target on Gildan Activewear by roughly CA$1.30, citing updated assumptions that combine a slightly higher discount rate with lower projected revenue growth, a higher profit margin, and a more conservative future P/E multiple. What's in the News The company plans to construct a second textile facility in the Bangladesh complex over the next 18 months, with initial production targeted for late 2027 and capital expenditure expected to remain within existing capex guidance (company announcement).
DTOL
CA$7.91
D2L
7D
-14.4%
1Y
-54.4%

DTOL: Reset Expectations And Cautious Rating Shifts Will Support Future Upside

Analysts have adjusted their outlook on D2L, with the consensus price target moving to CA$15 from CA$20 as recent research highlights a mix of cautious views, including a downgrade and a lowered target, while still reflecting expectations that align with the updated fair value and P/E assumptions. Analyst Commentary Recent research on D2L points to a more cautious stance on the shares, with the consensus price target now aligned around CA$15.
QSP.UN
CA$103.50
Restaurant Brands International Limited Partnership
7D
0.5%
1Y
7.5%
CTC.A
CA$181.56
Canadian Tire Corporation
7D
-3.6%
1Y
19.9%

CTC.A: Loyalty And AI Partnerships Will Guide Cautious Fair Value Expectations

Analysts have lifted our implied fair value for Canadian Tire Corporation by about CA$2 to CA$191.45. This reflects higher Street price targets and updated assumptions for discount rate, profit margin, and future P/E in line with recent TD Securities, CIBC, BMO Capital, and Scotiabank research.
LNF
CA$25.66
Leon's Furniture
7D
1.2%
1Y
7.8%
DBO
CA$0.79
D-BOX Technologies
7D
6.8%
1Y
378.8%