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Canadian (TSX) Consumer Discretionary Sector Analysis

UpdatedMay 11, 2025
DataAggregated Company Financials
Companies55
  • 7D3.2%
  • 3M1.6%
  • 1Y10.1%
  • YTD3.0%

The Consumer Discretionary industry is up 3.2% in the last week, with Restaurant Brands International Limited Partnership up 8.7%. In the last 12 months, the industry was up 10%. As for the next few years, earnings are expected to grow by 10.0% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 May 2025CA$138.0bCA$137.2bCA$7.3b15.7x18.9x1x
Tue, 08 Apr 2025CA$128.2bCA$140.2bCA$7.1b14.7x18x0.9x
Thu, 06 Mar 2025CA$138.6bCA$150.3bCA$7.8b17x17.8x0.9x
Sat, 01 Feb 2025CA$143.9bCA$150.2bCA$8.2b15.9x17.5x1x
Mon, 30 Dec 2024CA$142.1bCA$149.1bCA$8.1b15.3x17.4x1x
Wed, 27 Nov 2024CA$143.8bCA$147.2bCA$8.0b14.9x17.9x1x
Fri, 25 Oct 2024CA$139.2bCA$144.8bCA$7.5b17.2x18.5x1x
Sun, 22 Sep 2024CA$138.2bCA$144.3bCA$7.5b17.4x18.4x1x
Tue, 20 Aug 2024CA$138.7bCA$145.6bCA$7.8b16.2x17.8x1x
Thu, 18 Jul 2024CA$138.6bCA$145.9bCA$7.9b13.6x17.4x1x
Sat, 15 Jun 2024CA$131.8bCA$146.4bCA$8.0b13.5x16.5x0.9x
Mon, 13 May 2024CA$134.2bCA$147.2bCA$8.0b13.7x16.7x0.9x
Wed, 10 Apr 2024CA$136.7bCA$145.7bCA$8.1b14.4x16.8x0.9x
Fri, 08 Mar 2024CA$135.6bCA$145.3bCA$8.0b15.4x16.9x0.9x
Sun, 04 Feb 2024CA$140.1bCA$149.6bCA$7.7b16.1x18.1x0.9x
Tue, 02 Jan 2024CA$138.0bCA$148.4bCA$7.7b16.2x17.9x0.9x
Thu, 30 Nov 2023CA$106.6bCA$144.8bCA$6.9b15.1x15.4x0.7x
Sat, 28 Oct 2023CA$100.7bCA$144.5bCA$7.2b14.5x13.9x0.7x
Mon, 25 Sep 2023CA$104.9bCA$142.3bCA$7.1b15.3x14.7x0.7x
Wed, 23 Aug 2023CA$110.6bCA$142.3bCA$7.1b16.1x15.7x0.8x
Fri, 21 Jul 2023CA$116.0bCA$136.0bCA$6.4b17.2x18.1x0.9x
Sun, 18 Jun 2023CA$113.4bCA$136.0bCA$6.5b15.5x17.6x0.8x
Tue, 16 May 2023CA$110.9bCA$136.8bCA$6.3b14.6x17.6x0.8x
Thu, 13 Apr 2023CA$109.1bCA$134.3bCA$6.7b14.2x16.2x0.8x
Sat, 11 Mar 2023CA$99.9bCA$126.5bCA$6.0b14.3x16.6x0.8x
Mon, 06 Feb 2023CA$108.2bCA$121.1bCA$6.5b13.9x16.6x0.9x
Wed, 04 Jan 2023CA$99.5bCA$122.3bCA$6.6b13.2x15x0.8x
Fri, 02 Dec 2022CA$103.0bCA$121.4bCA$6.4b15x16.2x0.8x
Sun, 30 Oct 2022CA$97.9bCA$119.6bCA$5.8b13.6x16.8x0.8x
Tue, 27 Sep 2022CA$94.0bCA$119.8bCA$5.8b14.3x16.1x0.8x
Thu, 25 Aug 2022CA$99.6bCA$115.9bCA$5.6b15.1x17.6x0.9x
Sat, 23 Jul 2022CA$96.0bCA$112.5bCA$6.3b14.6x15.2x0.9x
Mon, 20 Jun 2022CA$87.0bCA$113.2bCA$6.4b13.2x13.7x0.8x
Wed, 18 May 2022CA$95.3bCA$112.0bCA$6.2b14.5x15.4x0.9x
Price to Earnings Ratio

15.4x


Total Market Cap: CA$95.3bTotal Earnings: CA$6.2bTotal Revenue: CA$112.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Consumer Discretionary Sector Price to Earnings3Y Average 16.8x202320242025
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 18.9x which is higher than its 3-year average PE of 16.8x.
  • The 3-year average PS ratio of 0.87x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 5.7% per year over the last three years.
  • Revenues for these companies have grown 7.0% 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 Market1.84%
Consumer Discretionary3.24%
Retail Distributors28.57%
Hospitality7.81%
Auto Components7.59%
Consumer Durables7.23%
Leisure6.55%
Specialty Stores5.08%
Consumer Services2.07%
Luxury1.15%
Auto0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.96%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings decline of 0 so the market might believe that analysts are underestimating future growth.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 5.1% 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
QSP.UN Restaurant Brands International Limited PartnershipCA$93.818.7%
+CA$2.5b
-4.9%PE15.7x
MG Magna InternationalCA$48.516.2%
+CA$794.5m
-24.3%PE8.6x
CTC.A Canadian Tire CorporationCA$160.016.0%
+CA$504.4m
11.1%PE10x
LNR LinamarCA$60.0014.7%
+CA$441.4m
-15.3%PE13.9x
ATZ AritziaCA$59.034.6%
+CA$298.7m
71.2%PE32.5x
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PBL

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1Y

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LNF

CA$25.28

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CTC.A

CA$160.01

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1Y

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ATZ

CA$59.03

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7D

4.6%

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AW

CA$32.70

A & W Food Services of Canada

7D

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1Y

n/a

MG

CA$48.51

Magna International

7D

6.2%

1Y

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TOY

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Spin Master

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