Narrative Update • Jun 02

In the last week, the Broadline Retail industry is up 2.6%, with Dollarama up 2.8%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 10% 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, 11 Jun 2026 | CA$57.8b | CA$23.7b | CA$2.0b | 25.8x | 29.4x | 2.4x |
| Sat, 09 May 2026 | CA$57.6b | CA$23.6b | CA$1.9b | 26.7x | 30.5x | 2.4x |
| Mon, 06 Apr 2026 | CA$57.1b | CA$23.6b | CA$1.9b | 26.6x | 30.3x | 2.4x |
| Wed, 04 Mar 2026 | CA$65.5b | CA$23.4b | CA$1.9b | 29.8x | 34.8x | 2.8x |
| Fri, 30 Jan 2026 | CA$60.2b | CA$23.8b | CA$2.1b | 25.1x | 28.8x | 2.5x |
| Sun, 28 Dec 2025 | CA$65.5b | CA$23.8b | CA$2.1b | 27.3x | 31.3x | 2.7x |
| Tue, 25 Nov 2025 | CA$63.3b | CA$23.5b | CA$2.0b | 27.2x | 30.9x | 2.7x |
| Thu, 23 Oct 2025 | CA$59.4b | CA$23.4b | CA$2.1b | 25.6x | 28.6x | 2.5x |
| Sat, 20 Sep 2025 | CA$61.0b | CA$23.4b | CA$2.1b | 26.1x | 29.3x | 2.6x |
| Mon, 18 Aug 2025 | CA$62.4b | CA$23.2b | CA$2.0b | 27.2x | 30.5x | 2.7x |
| Wed, 16 Jul 2025 | CA$63.7b | CA$23.0b | CA$2.1b | 27.4x | 30.6x | 2.8x |
| Fri, 13 Jun 2025 | CA$63.6b | CA$23.0b | CA$2.1b | 27.7x | 30.6x | 2.8x |
| Sun, 11 May 2025 | CA$55.2b | CA$22.8b | CA$2.1b | 24.7x | 26.8x | 2.4x |
| Tue, 08 Apr 2025 | CA$50.9b | CA$22.8b | CA$2.1b | 22.4x | 24.8x | 2.2x |
| Thu, 06 Mar 2025 | CA$49.4b | CA$22.5b | CA$2.0b | 23.5x | 24.8x | 2.2x |
| Sat, 01 Feb 2025 | CA$48.1b | CA$22.5b | CA$1.8b | 24.3x | 27.5x | 2.1x |
| Mon, 30 Dec 2024 | CA$47.7b | CA$22.5b | CA$1.8b | 24.3x | 27.2x | 2.1x |
| Wed, 27 Nov 2024 | CA$48.9b | CA$22.4b | CA$1.7b | 25.1x | 28.2x | 2.2x |
| Fri, 25 Oct 2024 | CA$49.2b | CA$22.4b | CA$1.5b | 30x | 33.5x | 2.2x |
| Sun, 22 Sep 2024 | CA$47.2b | CA$22.4b | CA$1.5b | 29.1x | 32.2x | 2.1x |
| Tue, 20 Aug 2024 | CA$46.9b | CA$22.3b | CA$1.4b | 29.1x | 32.8x | 2.1x |
| Thu, 18 Jul 2024 | CA$44.4b | CA$22.5b | CA$1.3b | 31.1x | 33.4x | 2x |
| Sat, 15 Jun 2024 | CA$41.8b | CA$22.5b | CA$1.3b | 29.7x | 31.4x | 1.9x |
| Mon, 13 May 2024 | CA$41.2b | CA$22.3b | CA$1.3b | 30.5x | 31.9x | 1.8x |
| Wed, 10 Apr 2024 | CA$38.8b | CA$22.5b | CA$1.2b | 32.6x | 31.7x | 1.7x |
| Fri, 08 Mar 2024 | CA$36.6b | CA$22.4b | CA$1.2b | 32.9x | 31.5x | 1.6x |
| Sun, 04 Feb 2024 | CA$36.6b | CA$23.3b | CA$1.5b | 21.9x | 24.1x | 1.6x |
| Tue, 02 Jan 2024 | CA$35.1b | CA$23.3b | CA$1.5b | 21x | 23.1x | 1.5x |
| Thu, 30 Nov 2023 | CA$8.2b | CA$17.6b | CA$572.7m | 13.6x | 14.3x | 0.5x |
| Sat, 28 Oct 2023 | CA$8.1b | CA$17.5b | CA$824.0m | 9.2x | 9.8x | 0.5x |
| Mon, 25 Sep 2023 | CA$8.7b | CA$17.5b | CA$824.0m | 10x | 10.5x | 0.5x |
| Wed, 23 Aug 2023 | CA$9.1b | CA$17.5b | CA$824.0m | 10.5x | 11x | 0.5x |
| Fri, 21 Jul 2023 | CA$10.7b | CA$17.7b | CA$987.3m | 10.4x | 10.8x | 0.6x |
| Sun, 18 Jun 2023 | CA$10.2b | CA$17.7b | CA$987.3m | 9.9x | 10.3x | 0.6x |
10.3x
How does Canadian Broadline Retail compare with similar industries?
| CA Market | -2.24% | |
| Consumer Discretionary | -1.08% | |
| General Merchandise and Department Stores | 2.47% | |
| Broadline Retail | 2.47% | |
| 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$179.57 | 2.6% +CA$1.2b | -7.0% | PE37.1x | |
| CTC.A Canadian Tire Corporation | CA$179.62 | 2.0% +CA$187.9m | 0.3% | PE14.4x |