Narrative Update • Jul 08

In the last week, Leisure has been flat. The past year has been better, since the industry has gained 13% in that time. As for the next few years, earnings are expected to grow by 22% per annum.
Has the Canadian Leisure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | CA$8.8b | CA$11.9b | CA$198.2m | 21.1x | 44.3x | 0.7x |
| Sat, 11 Jul 2026 | CA$8.3b | CA$11.9b | CA$88.6m | 19.8x | 93.6x | 0.7x |
| Mon, 08 Jun 2026 | CA$8.1b | CA$11.9b | CA$91.9m | 20.1x | 88.2x | 0.7x |
| Wed, 06 May 2026 | CA$7.4b | CA$11.3b | CA$130.1m | 15.8x | 57.3x | 0.7x |
| Fri, 03 Apr 2026 | CA$9.2b | CA$11.4b | CA$135.9m | 21.6x | 67.5x | 0.8x |
| Sun, 01 Mar 2026 | CA$9.3b | CA$11.0b | CA$321.3m | 27.5x | 28.9x | 0.8x |
| Tue, 27 Jan 2026 | CA$10.1b | CA$11.0b | CA$321.7m | 29.3x | 31.3x | 0.9x |
| Thu, 25 Dec 2025 | CA$9.3b | CA$11.0b | CA$321.5m | 27.9x | 28.9x | 0.8x |
| Sat, 22 Nov 2025 | CA$8.3b | CA$10.8b | CA$278.0m | 29.1x | 30x | 0.8x |
| Mon, 20 Oct 2025 | CA$8.8b | CA$11.0b | CA$324.2m | 25.1x | 27.3x | 0.8x |
| Wed, 17 Sep 2025 | CA$8.7b | CA$10.9b | CA$321.8m | 25.5x | 27.1x | 0.8x |
| Fri, 15 Aug 2025 | CA$8.1b | CA$10.8b | CA$306.0m | 25.4x | 26.3x | 0.7x |
| Sun, 13 Jul 2025 | CA$7.5b | CA$10.8b | CA$334.9m | 21.9x | 22.3x | 0.7x |
| Tue, 10 Jun 2025 | CA$7.1b | CA$10.8b | CA$334.9m | 20.9x | 21.1x | 0.7x |
| Thu, 08 May 2025 | CA$2.3b | CA$3.2b | CA$155.2m | 15.7x | 14.7x | 0.7x |
| Sat, 05 Apr 2025 | CA$2.3b | CA$3.2b | CA$116.5m | 19.8x | 19.8x | 0.7x |
| Mon, 03 Mar 2025 | CA$7.0b | CA$12.0b | CA$341.1m | 21.3x | 20.5x | 0.6x |
| Wed, 29 Jan 2025 | CA$8.8b | CA$11.8b | CA$266.8m | 49.3x | 33x | 0.7x |
| Fri, 27 Dec 2024 | CA$8.7b | CA$11.8b | CA$266.8m | 50.8x | 32.7x | 0.7x |
| Sun, 24 Nov 2024 | CA$8.2b | CA$12.0b | CA$291.3m | 47.9x | 28.2x | 0.7x |
| Tue, 22 Oct 2024 | CA$9.2b | CA$11.7b | CA$312.0m | 37.3x | 29.3x | 0.8x |
| Thu, 19 Sep 2024 | CA$9.1b | CA$11.7b | CA$311.0m | 37.3x | 29.3x | 0.8x |
| Sat, 17 Aug 2024 | CA$10.1b | CA$12.6b | CA$642.4m | 31.5x | 15.7x | 0.8x |
| Mon, 15 Jul 2024 | CA$10.0b | CA$12.6b | CA$713.8m | 17.4x | 14x | 0.8x |
| Wed, 12 Jun 2024 | CA$9.3b | CA$12.7b | CA$715.0m | 16.5x | 13x | 0.7x |
| Fri, 10 May 2024 | CA$10.2b | CA$13.0b | CA$875.8m | 16x | 11.6x | 0.8x |
| Sun, 07 Apr 2024 | CA$11.0b | CA$13.0b | CA$946.9m | 13.6x | 11.6x | 0.8x |
| Tue, 05 Mar 2024 | CA$10.0b | CA$13.3b | CA$1.1b | 11.7x | 9.6x | 0.8x |
| Thu, 01 Feb 2024 | CA$10.1b | CA$13.3b | CA$1.1b | 11.4x | 9.5x | 0.8x |
| Sat, 30 Dec 2023 | CA$10.8b | CA$13.2b | CA$1.1b | 12x | 10.2x | 0.8x |
| Mon, 27 Nov 2023 | CA$11.0b | CA$13.6b | CA$1.2b | 11.5x | 9.6x | 0.8x |
| Wed, 25 Oct 2023 | CA$11.1b | CA$13.4b | CA$1.1b | 12.6x | 9.7x | 0.8x |
| Fri, 22 Sep 2023 | CA$11.2b | CA$13.4b | CA$1.1b | 12.2x | 9.9x | 0.8x |
| Sun, 20 Aug 2023 | CA$12.0b | CA$13.1b | CA$1.0b | 13.6x | 11.6x | 0.9x |
11.6x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | 1.38% | |
| Consumer Discretionary | -0.94% | |
| Leisure | -2.12% | |
| Leisure Products | -2.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TOY Spin Master | CA$20.88 | 0.5% +CA$11.0m | -8.7% | PS0.7x |