Narrative Update • Jun 15

In the last week, the Broadline Retail industry is up 5.2%, with Dollarama up 5.3%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 11% per annum.
Has the Canadian Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | CA$60.7b | CA$24.0b | CA$2.0b | 26.6x | 30.5x | 2.5x |
| Sat, 16 May 2026 | CA$56.2b | CA$23.7b | CA$2.0b | 24.4x | 28.6x | 2.4x |
| Mon, 13 Apr 2026 | CA$58.6b | CA$23.6b | CA$1.9b | 27.4x | 31.1x | 2.5x |
| Wed, 11 Mar 2026 | CA$64.0b | CA$23.4b | CA$1.9b | 29.2x | 34x | 2.7x |
| Fri, 06 Feb 2026 | CA$63.0b | CA$23.8b | CA$2.1b | 26.2x | 30.1x | 2.6x |
| Sun, 04 Jan 2026 | CA$65.9b | CA$23.8b | CA$2.1b | 27.5x | 31.5x | 2.8x |
| Tue, 02 Dec 2025 | CA$64.0b | CA$23.5b | CA$2.0b | 27.3x | 31.3x | 2.7x |
| Thu, 30 Oct 2025 | CA$59.5b | CA$23.4b | CA$2.1b | 25x | 28.6x | 2.5x |
| Sat, 27 Sep 2025 | CA$60.1b | CA$23.4b | CA$2.1b | 25.6x | 28.9x | 2.6x |
| Mon, 25 Aug 2025 | CA$62.9b | CA$23.2b | CA$2.0b | 27.4x | 30.8x | 2.7x |
| Wed, 23 Jul 2025 | CA$62.6b | CA$23.0b | CA$2.1b | 27x | 30.1x | 2.7x |
| Fri, 20 Jun 2025 | CA$63.0b | CA$23.0b | CA$2.1b | 27.2x | 30.3x | 2.7x |
| Sun, 18 May 2025 | CA$56.4b | CA$22.9b | CA$2.0b | 25.5x | 27.9x | 2.5x |
| Tue, 15 Apr 2025 | CA$53.1b | CA$22.8b | CA$2.1b | 24.5x | 25.8x | 2.3x |
| Thu, 13 Mar 2025 | CA$50.4b | CA$22.5b | CA$2.0b | 23.4x | 25.3x | 2.2x |
| Sat, 08 Feb 2025 | CA$47.9b | CA$22.5b | CA$1.8b | 24.2x | 27.4x | 2.1x |
| Mon, 06 Jan 2025 | CA$48.3b | CA$22.5b | CA$1.8b | 24.6x | 27.6x | 2.1x |
| Wed, 04 Dec 2024 | CA$50.2b | CA$22.4b | CA$1.7b | 25.8x | 28.9x | 2.2x |
| Fri, 01 Nov 2024 | CA$49.4b | CA$22.4b | CA$1.5b | 29.7x | 33.6x | 2.2x |
| Sun, 29 Sep 2024 | CA$47.7b | CA$22.4b | CA$1.5b | 29.5x | 32.5x | 2.1x |
| Tue, 27 Aug 2024 | CA$46.9b | CA$22.3b | CA$1.4b | 29.8x | 32.9x | 2.1x |
| Thu, 25 Jul 2024 | CA$45.4b | CA$22.5b | CA$1.3b | 31.6x | 34.2x | 2x |
| Sat, 22 Jun 2024 | CA$42.7b | CA$22.5b | CA$1.3b | 30.2x | 32.1x | 1.9x |
| Mon, 20 May 2024 | CA$42.4b | CA$22.3b | CA$1.3b | 31.1x | 32.8x | 1.9x |
| Wed, 17 Apr 2024 | CA$38.8b | CA$22.5b | CA$1.2b | 32.1x | 31.7x | 1.7x |
| Fri, 15 Mar 2024 | CA$37.2b | CA$22.4b | CA$1.2b | 32.9x | 32x | 1.7x |
| Sun, 11 Feb 2024 | CA$36.3b | CA$23.3b | CA$1.5b | 21.7x | 23.9x | 1.6x |
| Tue, 09 Jan 2024 | CA$34.7b | CA$23.3b | CA$1.5b | 21.1x | 22.8x | 1.5x |
| Thu, 07 Dec 2023 | CA$8.3b | CA$17.6b | CA$572.7m | 13.9x | 14.6x | 0.5x |
| Sat, 04 Nov 2023 | CA$8.5b | CA$17.5b | CA$824.0m | 9.8x | 10.3x | 0.5x |
| Mon, 02 Oct 2023 | CA$8.6b | CA$17.5b | CA$824.0m | 9.9x | 10.5x | 0.5x |
| Wed, 30 Aug 2023 | CA$9.1b | CA$17.5b | CA$824.0m | 10.6x | 11.1x | 0.5x |
| Fri, 28 Jul 2023 | CA$10.9b | CA$17.7b | CA$987.3m | 10.7x | 11x | 0.6x |
| Sun, 25 Jun 2023 | CA$10.0b | CA$17.7b | CA$987.3m | 9.8x | 10.2x | 0.6x |
10.2x
How does Canadian Broadline Retail compare with similar industries?
| CA Market | 2.79% | |
| Consumer Discretionary | 0.91% | |
| General Merchandise and Department Stores | 5.04% | |
| Broadline Retail | 5.04% | |
| General Merchandise Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DOL Dollarama | CA$189.13 | 5.3% +CA$2.6b | -0.8% | PE38.3x | |
| CTC.A Canadian Tire Corporation | CA$186.05 | 3.6% +CA$338.4m | 3.2% | PE14.9x |