Narrative Update • Jun 17

The Broadline Retail industry is up 3.9% in the last week, with Dollarama up 3.8%. Meanwhile, PesoRama actually underperformed within the industry, shrinking 8.1% in the last week. Overall in the last year, the industry is flat. Earnings are forecast to grow by 11% annually.
Has the Canadian Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | CA$62.8b | CA$24.0b | CA$2.0b | 27.5x | 31.5x | 2.6x |
| Wed, 27 May 2026 | CA$58.2b | CA$23.7b | CA$2.0b | 25.3x | 29.6x | 2.5x |
| Fri, 24 Apr 2026 | CA$56.4b | CA$23.6b | CA$1.9b | 26.4x | 29.9x | 2.4x |
| Sun, 22 Mar 2026 | CA$58.8b | CA$23.4b | CA$1.9b | 27x | 31.2x | 2.5x |
| Tue, 17 Feb 2026 | CA$61.5b | CA$23.8b | CA$2.1b | 25.9x | 29.4x | 2.6x |
| Thu, 15 Jan 2026 | CA$64.2b | CA$23.8b | CA$2.1b | 27x | 30.7x | 2.7x |
| Sat, 13 Dec 2025 | CA$64.3b | CA$23.8b | CA$2.1b | 26.8x | 30.7x | 2.7x |
| Mon, 10 Nov 2025 | CA$60.0b | CA$23.5b | CA$2.0b | 25.9x | 29.3x | 2.6x |
| Wed, 08 Oct 2025 | CA$58.5b | CA$23.4b | CA$2.1b | 24.9x | 28.2x | 2.5x |
| Fri, 05 Sep 2025 | CA$60.9b | CA$23.4b | CA$2.1b | 26.2x | 29.3x | 2.6x |
| Sun, 03 Aug 2025 | CA$62.7b | CA$23.0b | CA$2.1b | 27.2x | 30.1x | 2.7x |
| Tue, 01 Jul 2025 | CA$63.0b | CA$23.0b | CA$2.1b | 27.6x | 30.2x | 2.7x |
| Thu, 29 May 2025 | CA$58.0b | CA$22.9b | CA$2.0b | 26.5x | 28.7x | 2.5x |
| Sat, 26 Apr 2025 | CA$56.2b | CA$22.8b | CA$2.1b | 25x | 27.3x | 2.5x |
| Mon, 24 Mar 2025 | CA$49.6b | CA$22.5b | CA$2.0b | 23.3x | 24.9x | 2.2x |
| Wed, 19 Feb 2025 | CA$46.9b | CA$22.5b | CA$2.0b | 22x | 23.6x | 2.1x |
| Fri, 17 Jan 2025 | CA$46.5b | CA$22.5b | CA$1.8b | 23.7x | 26.6x | 2.1x |
| Sun, 15 Dec 2024 | CA$48.5b | CA$22.5b | CA$1.8b | 24.6x | 27.7x | 2.2x |
| Tue, 12 Nov 2024 | CA$51.2b | CA$22.4b | CA$1.7b | 26.1x | 29.5x | 2.3x |
| Thu, 10 Oct 2024 | CA$48.0b | CA$22.4b | CA$1.5b | 29.7x | 32.7x | 2.1x |
| Sat, 07 Sep 2024 | CA$45.1b | CA$22.3b | CA$1.4b | 28.6x | 31.6x | 2x |
| Mon, 05 Aug 2024 | CA$44.6b | CA$22.5b | CA$1.3b | 31.3x | 33.5x | 2x |
| Wed, 03 Jul 2024 | CA$43.2b | CA$22.5b | CA$1.3b | 30.5x | 32.5x | 1.9x |
| Fri, 31 May 2024 | CA$42.0b | CA$22.3b | CA$1.3b | 30x | 32.5x | 1.9x |
| Sun, 28 Apr 2024 | CA$40.2b | CA$22.5b | CA$1.2b | 33.7x | 32.9x | 1.8x |
| Tue, 26 Mar 2024 | CA$36.1b | CA$22.4b | CA$1.2b | 32.1x | 31.1x | 1.6x |
| Thu, 22 Feb 2024 | CA$37.2b | CA$22.4b | CA$1.2b | 33.6x | 32.1x | 1.7x |
| Sat, 20 Jan 2024 | CA$36.5b | CA$23.3b | CA$1.5b | 21.8x | 24x | 1.6x |
| Mon, 18 Dec 2023 | CA$33.6b | CA$23.3b | CA$1.5b | 20.2x | 22.1x | 1.4x |
| Wed, 15 Nov 2023 | CA$8.2b | CA$17.6b | CA$572.7m | 14x | 14.3x | 0.5x |
| Fri, 13 Oct 2023 | CA$8.4b | CA$17.5b | CA$824.0m | 9.5x | 10.2x | 0.5x |
| Sun, 10 Sep 2023 | CA$9.0b | CA$17.5b | CA$824.0m | 10.3x | 10.9x | 0.5x |
| Tue, 08 Aug 2023 | CA$10.3b | CA$17.7b | CA$987.3m | 10.1x | 10.5x | 0.6x |
| Thu, 06 Jul 2023 | CA$10.6b | CA$17.7b | CA$987.3m | 10.5x | 10.7x | 0.6x |
10.7x
How does Canadian Broadline Retail compare with similar industries?
| CA Market | -0.35% | |
| Consumer Discretionary | 1.79% | |
| General Merchandise and Department Stores | 3.93% | |
| Broadline Retail | 3.93% | |
| 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$193.93 | 4.9% +CA$2.5b | 1.1% | PE39.2x | |
| CTC.A Canadian Tire Corporation | CA$194.99 | 5.3% +CA$517.9m | 5.2% | PE15.7x |