Narrative Update • Jun 15

In the last week, the Broadline Retail industry is up 6.6%, with Dollarama up 7.0%. During this same period, the PesoRama underperformed, falling 5.8%. 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 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 |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | CA$61.6b | CA$24.0b | CA$2.0b | 26.7x | 30.9x | 2.6x |
| Thu, 14 May 2026 | CA$57.2b | CA$23.6b | CA$1.9b | 26x | 30.3x | 2.4x |
| Sat, 11 Apr 2026 | CA$58.0b | CA$23.6b | CA$1.9b | 27.5x | 30.8x | 2.5x |
| Mon, 09 Mar 2026 | CA$63.1b | CA$23.4b | CA$1.9b | 29.1x | 33.5x | 2.7x |
| Wed, 04 Feb 2026 | CA$60.3b | CA$23.8b | CA$2.1b | 25.5x | 28.8x | 2.5x |
| Fri, 02 Jan 2026 | CA$65.5b | CA$23.8b | CA$2.1b | 27.3x | 31.3x | 2.7x |
| Sun, 30 Nov 2025 | CA$64.0b | CA$23.5b | CA$2.0b | 27.5x | 31.3x | 2.7x |
| Tue, 28 Oct 2025 | CA$60.4b | CA$23.4b | CA$2.1b | 25.8x | 29.1x | 2.6x |
| Thu, 25 Sep 2025 | CA$60.4b | CA$23.4b | CA$2.1b | 25.6x | 29.1x | 2.6x |
| Sat, 23 Aug 2025 | CA$63.7b | CA$23.2b | CA$2.0b | 27.4x | 31.2x | 2.7x |
| Mon, 21 Jul 2025 | CA$62.7b | CA$23.0b | CA$2.1b | 27.3x | 30.1x | 2.7x |
| Wed, 18 Jun 2025 | CA$63.4b | CA$23.0b | CA$2.1b | 27.6x | 30.5x | 2.8x |
| Fri, 16 May 2025 | CA$54.4b | CA$22.9b | CA$2.0b | 25.1x | 26.9x | 2.4x |
| Sun, 13 Apr 2025 | CA$53.1b | CA$22.8b | CA$2.1b | 23.7x | 25.8x | 2.3x |
| Tue, 11 Mar 2025 | CA$51.4b | CA$22.5b | CA$2.0b | 23.8x | 25.8x | 2.3x |
| Thu, 06 Feb 2025 | CA$47.3b | CA$22.5b | CA$1.8b | 24.4x | 27.1x | 2.1x |
| Sat, 04 Jan 2025 | CA$47.7b | CA$22.5b | CA$1.8b | 24.6x | 27.2x | 2.1x |
| Mon, 02 Dec 2024 | CA$49.7b | CA$22.4b | CA$1.7b | 25.4x | 28.7x | 2.2x |
| Wed, 30 Oct 2024 | CA$49.3b | CA$22.4b | CA$1.5b | 29.8x | 33.6x | 2.2x |
| Fri, 27 Sep 2024 | CA$47.5b | CA$22.4b | CA$1.5b | 29.5x | 32.4x | 2.1x |
| Sun, 25 Aug 2024 | CA$46.9b | CA$22.3b | CA$1.4b | 29.5x | 32.9x | 2.1x |
| Tue, 23 Jul 2024 | CA$43.8b | CA$22.5b | CA$1.3b | 31.5x | 33x | 2x |
| Thu, 20 Jun 2024 | CA$42.9b | CA$22.5b | CA$1.3b | 30.1x | 32.3x | 1.9x |
| Sat, 18 May 2024 | CA$42.2b | CA$22.3b | CA$1.3b | 31.1x | 32.6x | 1.9x |
| Mon, 15 Apr 2024 | CA$38.7b | CA$22.5b | CA$1.2b | 32.1x | 31.6x | 1.7x |
| Wed, 13 Mar 2024 | CA$36.9b | CA$22.4b | CA$1.2b | 33.1x | 31.7x | 1.6x |
| Fri, 09 Feb 2024 | CA$35.9b | CA$23.3b | CA$1.5b | 21.7x | 23.6x | 1.5x |
| Sun, 07 Jan 2024 | CA$34.7b | CA$23.3b | CA$1.5b | 20.7x | 22.8x | 1.5x |
| Tue, 05 Dec 2023 | CA$8.4b | CA$17.6b | CA$572.7m | 13.8x | 14.6x | 0.5x |
| Thu, 02 Nov 2023 | CA$7.9b | CA$17.5b | CA$824.0m | 9.2x | 9.6x | 0.5x |
| Sat, 30 Sep 2023 | CA$8.6b | CA$17.5b | CA$824.0m | 9.9x | 10.4x | 0.5x |
| Mon, 28 Aug 2023 | CA$9.0b | CA$17.5b | CA$824.0m | 10.3x | 10.9x | 0.5x |
| Wed, 26 Jul 2023 | CA$10.9b | CA$17.7b | CA$987.3m | 10.7x | 11x | 0.6x |
| Fri, 23 Jun 2023 | CA$10.2b | CA$17.7b | CA$987.3m | 9.8x | 10.3x | 0.6x |
10.3x
How does Canadian Broadline Retail compare with similar industries?
| CA Market | 2.13% | |
| Consumer Discretionary | 3.96% | |
| General Merchandise and Department Stores | 6.19% | |
| Broadline Retail | 6.19% | |
| 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$190.17 | 6.6% +CA$3.2b | -1.0% | PE38.5x | |
| CTC.A Canadian Tire Corporation | CA$186.31 | 4.0% +CA$377.9m | 3.5% | PE15x |