Narrative Update • May 24

In the last week, Leisure has been flat. As for the the longer term, the industry is up 24% over the past 12 months. Earnings are forecast to grow by 24% annually.
Has the Canadian Leisure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | CA$7.5b | CA$11.3b | CA$127.1m | 16.5x | 59.4x | 0.7x |
| Wed, 22 Apr 2026 | CA$7.8b | CA$11.3b | CA$139.6m | 17.4x | 55.8x | 0.7x |
| Fri, 20 Mar 2026 | CA$8.0b | CA$10.9b | CA$39.7m | 25.6x | 202.6x | 0.7x |
| Sun, 15 Feb 2026 | CA$9.8b | CA$10.9b | CA$321.2m | 28.8x | 30.6x | 0.9x |
| Tue, 13 Jan 2026 | CA$9.4b | CA$11.0b | CA$322.7m | 28.1x | 29.3x | 0.9x |
| Thu, 11 Dec 2025 | CA$9.6b | CA$11.0b | CA$322.2m | 28.4x | 29.8x | 0.9x |
| Sat, 08 Nov 2025 | CA$8.5b | CA$10.8b | CA$277.7m | 29.1x | 30.6x | 0.8x |
| Mon, 06 Oct 2025 | CA$8.9b | CA$11.0b | CA$323.7m | 25.4x | 27.6x | 0.8x |
| Wed, 03 Sep 2025 | CA$8.6b | CA$10.9b | CA$322.1m | 26x | 26.7x | 0.8x |
| Fri, 01 Aug 2025 | CA$7.7b | CA$10.9b | CA$336.9m | 21.5x | 22.9x | 0.7x |
| Sun, 29 Jun 2025 | CA$7.1b | CA$10.8b | CA$335.1m | 20.8x | 21.3x | 0.7x |
| Tue, 27 May 2025 | CA$2.5b | CA$3.2b | CA$154.1m | 16.5x | 16.1x | 0.8x |
| Thu, 24 Apr 2025 | CA$2.3b | CA$3.1b | CA$113.7m | 20x | 19.9x | 0.7x |
| Sat, 22 Mar 2025 | CA$6.5b | CA$12.0b | CA$340.1m | 19.7x | 19.1x | 0.5x |
| Mon, 17 Feb 2025 | CA$7.6b | CA$11.7b | CA$266.1m | 45.5x | 28.4x | 0.6x |
| Wed, 15 Jan 2025 | CA$8.8b | CA$11.8b | CA$266.7m | 49x | 32.8x | 0.7x |
| Fri, 13 Dec 2024 | CA$8.8b | CA$11.8b | CA$266.2m | 51.7x | 33.1x | 0.8x |
| Sun, 10 Nov 2024 | CA$8.2b | CA$12.0b | CA$291.1m | 47.5x | 28.3x | 0.7x |
| Tue, 08 Oct 2024 | CA$9.1b | CA$11.7b | CA$311.0m | 37.6x | 29.2x | 0.8x |
| Thu, 05 Sep 2024 | CA$10.2b | CA$12.6b | CA$641.6m | 31.9x | 15.9x | 0.8x |
| Sat, 03 Aug 2024 | CA$10.4b | CA$12.7b | CA$643.3m | 31.7x | 16.2x | 0.8x |
| Mon, 01 Jul 2024 | CA$9.4b | CA$12.6b | CA$714.3m | 16.4x | 13.2x | 0.7x |
| Wed, 29 May 2024 | CA$9.9b | CA$13.0b | CA$875.5m | 15.8x | 11.3x | 0.8x |
| Fri, 26 Apr 2024 | CA$10.3b | CA$13.0b | CA$948.0m | 12.6x | 10.9x | 0.8x |
| Sun, 24 Mar 2024 | CA$10.1b | CA$13.4b | CA$1.1b | 12.1x | 9.6x | 0.8x |
| Tue, 20 Feb 2024 | CA$10.6b | CA$13.3b | CA$1.1b | 11.8x | 9.9x | 0.8x |
| Thu, 18 Jan 2024 | CA$10.4b | CA$13.3b | CA$1.1b | 11.3x | 9.7x | 0.8x |
| Sat, 16 Dec 2023 | CA$10.2b | CA$13.3b | CA$1.1b | 11.3x | 9.6x | 0.8x |
| Mon, 13 Nov 2023 | CA$11.0b | CA$13.6b | CA$1.2b | 11.3x | 9.5x | 0.8x |
| Wed, 11 Oct 2023 | CA$11.6b | CA$13.4b | CA$1.1b | 12.4x | 10.3x | 0.9x |
| Fri, 08 Sep 2023 | CA$11.5b | CA$13.1b | CA$1.0b | 13.1x | 11.1x | 0.9x |
| Sun, 06 Aug 2023 | CA$13.0b | CA$13.0b | CA$1.0b | 14.3x | 12.5x | 1x |
| Tue, 04 Jul 2023 | CA$12.4b | CA$13.1b | CA$1.1b | 11.3x | 11.2x | 0.9x |
| Thu, 01 Jun 2023 | CA$11.4b | CA$12.6b | CA$1.1b | 10.4x | 10.5x | 0.9x |
10.5x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | 1.56% | |
| Consumer Discretionary | 2.68% | |
| Leisure | 0.23% | |
| Leisure Products | 0.23% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DOO BRP | CA$76.58 | 0.2% +CA$14.0m | 49.2% | PE16.5x | |
| TOY Spin Master | CA$18.85 | 0.2% +CA$3.0m | -24.7% | PS0.7x |