Narrative Update • Jul 08

Last week, the Leisure industry hasn't moved much but Spin Master is up 3.7% in that time. As for the the longer term, the industry is up 12% over the past 12 months. Looking forward, earnings are forecast to grow by 25% annually.
Has the Canadian Leisure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | CA$8.3b | CA$11.9b | CA$88.6m | 19.8x | 94x | 0.7x |
| Wed, 10 Jun 2026 | CA$8.1b | CA$11.9b | CA$91.8m | 20x | 88.2x | 0.7x |
| Fri, 08 May 2026 | CA$7.5b | CA$11.3b | CA$129.9m | 16.5x | 57.6x | 0.7x |
| Sun, 05 Apr 2026 | CA$9.2b | CA$11.4b | CA$135.5m | 21.6x | 67.9x | 0.8x |
| Tue, 03 Mar 2026 | CA$9.3b | CA$11.0b | CA$321.3m | 27.5x | 28.9x | 0.8x |
| Thu, 29 Jan 2026 | CA$9.9b | CA$10.9b | CA$320.8m | 28.2x | 30.7x | 0.9x |
| Sat, 27 Dec 2025 | CA$9.3b | CA$11.0b | CA$321.5m | 27.9x | 28.9x | 0.8x |
| Mon, 24 Nov 2025 | CA$8.6b | CA$10.8b | CA$278.0m | 29.1x | 30.9x | 0.8x |
| Wed, 22 Oct 2025 | CA$8.8b | CA$11.0b | CA$324.2m | 25.1x | 27.1x | 0.8x |
| Fri, 19 Sep 2025 | CA$8.7b | CA$10.9b | CA$322.2m | 25.2x | 27x | 0.8x |
| Sun, 17 Aug 2025 | CA$8.0b | CA$10.8b | CA$306.0m | 25.1x | 26.3x | 0.7x |
| Tue, 15 Jul 2025 | CA$7.5b | CA$10.8b | CA$335.1m | 21.6x | 22.3x | 0.7x |
| Thu, 12 Jun 2025 | CA$7.3b | CA$10.8b | CA$334.7m | 21.4x | 21.9x | 0.7x |
| Sat, 10 May 2025 | CA$2.5b | CA$3.2b | CA$156.3m | 15.9x | 15.8x | 0.8x |
| Mon, 07 Apr 2025 | CA$2.3b | CA$3.2b | CA$116.5m | 19.8x | 19.8x | 0.7x |
| Wed, 05 Mar 2025 | CA$6.8b | CA$12.0b | CA$341.1m | 20.4x | 20x | 0.6x |
| Fri, 31 Jan 2025 | CA$8.4b | CA$11.8b | CA$267.1m | 48.8x | 31.6x | 0.7x |
| Sun, 29 Dec 2024 | CA$8.7b | CA$11.8b | CA$266.8m | 50.8x | 32.8x | 0.7x |
| Tue, 26 Nov 2024 | CA$8.2b | CA$12.0b | CA$293.4m | 47.9x | 28x | 0.7x |
| Thu, 24 Oct 2024 | CA$8.4b | CA$11.7b | CA$312.0m | 35.3x | 26.9x | 0.7x |
| Sat, 21 Sep 2024 | CA$9.3b | CA$11.7b | CA$310.8m | 37.7x | 30x | 0.8x |
| Mon, 19 Aug 2024 | CA$10.2b | CA$12.6b | CA$642.4m | 31.5x | 15.8x | 0.8x |
| Wed, 17 Jul 2024 | CA$10.0b | CA$12.6b | CA$714.2m | 18x | 14x | 0.8x |
| Fri, 14 Jun 2024 | CA$9.4b | CA$12.6b | CA$714.8m | 16.7x | 13.1x | 0.7x |
| Sun, 12 May 2024 | CA$10.3b | CA$13.0b | CA$875.8m | 16.2x | 11.7x | 0.8x |
| Tue, 09 Apr 2024 | CA$11.0b | CA$13.0b | CA$946.7m | 13.6x | 11.6x | 0.8x |
| Thu, 07 Mar 2024 | CA$10.1b | CA$13.3b | CA$1.0b | 11.8x | 9.6x | 0.8x |
| Sat, 03 Feb 2024 | CA$10.1b | CA$13.3b | CA$1.1b | 11.6x | 9.4x | 0.8x |
| Mon, 01 Jan 2024 | CA$10.8b | CA$13.2b | CA$1.1b | 12x | 10.2x | 0.8x |
| Wed, 29 Nov 2023 | CA$10.7b | CA$13.5b | CA$1.2b | 11.2x | 9.3x | 0.8x |
| Fri, 27 Oct 2023 | CA$10.8b | CA$13.5b | CA$1.1b | 12x | 9.5x | 0.8x |
| Sun, 24 Sep 2023 | CA$11.3b | CA$13.4b | CA$1.1b | 12.4x | 9.9x | 0.8x |
| Tue, 22 Aug 2023 | CA$12.0b | CA$13.1b | CA$1.0b | 13.4x | 11.6x | 0.9x |
| Thu, 20 Jul 2023 | CA$12.4b | CA$13.1b | CA$1.1b | 11.4x | 11.1x | 0.9x |
11.1x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | 0.16% | |
| Consumer Discretionary | -0.011% | |
| Leisure | 0.10% | |
| Leisure Products | 0.10% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TOY Spin Master | CA$21.84 | 3.7% +CA$78.3m | -11.2% | PS0.7x |