Narrative Update • Jun 08

The Luxury industry is up 6.6% in the last week, with Gildan Activewear up 7.1%. In the same time, Good Purpose Investments was down 6.0%. This takes the industry's 12 month performance to a gain of 27%. As for the next few years, earnings are expected to grow by 28% per annum.
Has the Canadian Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | CA$17.4b | CA$7.4b | CA$387.8m | 43x | 44.9x | 2.4x |
| Wed, 13 May 2026 | CA$16.3b | CA$7.2b | CA$374.6m | 46.9x | 43.5x | 2.3x |
| Fri, 10 Apr 2026 | CA$16.4b | CA$6.6b | CA$565.8m | 27x | 29x | 2.5x |
| Sun, 08 Mar 2026 | CA$17.3b | CA$6.5b | CA$558.5m | 35.8x | 31.1x | 2.7x |
| Tue, 03 Feb 2026 | CA$15.0b | CA$6.1b | CA$676.2m | 53.9x | 22.1x | 2.4x |
| Thu, 01 Jan 2026 | CA$14.7b | CA$6.1b | CA$678.7m | 50.4x | 21.6x | 2.4x |
| Sat, 29 Nov 2025 | CA$14.0b | CA$6.2b | CA$687.6m | 25x | 20.4x | 2.3x |
| Mon, 27 Oct 2025 | CA$14.6b | CA$6.2b | CA$725.8m | 39.1x | 20.1x | 2.4x |
| Wed, 24 Sep 2025 | CA$13.5b | CA$6.1b | CA$718.1m | 36.7x | 18.9x | 2.2x |
| Fri, 22 Aug 2025 | CA$12.9b | CA$6.2b | CA$721.3m | 31.9x | 17.9x | 2.1x |
| Sun, 20 Jul 2025 | CA$12.8b | CA$6.0b | CA$649.2m | 19.7x | 19.8x | 2.1x |
| Tue, 17 Jun 2025 | CA$11.1b | CA$6.0b | CA$643.2m | 17.8x | 17.2x | 1.9x |
| Thu, 15 May 2025 | CA$11.7b | CA$6.1b | CA$637.0m | 18.2x | 18.4x | 1.9x |
| Sat, 12 Apr 2025 | CA$9.6b | CA$6.0b | CA$625.2m | 15.7x | 15.4x | 1.6x |
| Mon, 10 Mar 2025 | CA$12.2b | CA$6.2b | CA$641.2m | 18.6x | 19.1x | 2x |
| Wed, 05 Feb 2025 | CA$13.0b | CA$6.1b | CA$660.0m | 20.9x | 19.8x | 2.1x |
| Fri, 03 Jan 2025 | CA$11.9b | CA$6.1b | CA$663.5m | 19.4x | 18x | 2x |
| Sun, 01 Dec 2024 | CA$12.1b | CA$6.0b | CA$641.3m | 19.2x | 18.9x | 2x |
| Tue, 29 Oct 2024 | CA$12.0b | CA$5.9b | CA$629.3m | 20.3x | 19x | 2x |
| Thu, 26 Sep 2024 | CA$11.6b | CA$5.8b | CA$612.4m | 20.4x | 18.9x | 2x |
| Sat, 24 Aug 2024 | CA$10.9b | CA$5.8b | CA$613.5m | 20.5x | 17.7x | 1.9x |
| Mon, 22 Jul 2024 | CA$10.7b | CA$5.9b | CA$751.8m | 20.3x | 14.2x | 1.8x |
| Wed, 19 Jun 2024 | CA$10.7b | CA$5.8b | CA$751.1m | 21.6x | 14.2x | 1.8x |
| Fri, 17 May 2024 | CA$9.7b | CA$5.8b | CA$736.9m | 23x | 13.1x | 1.7x |
| Sun, 14 Apr 2024 | CA$10.0b | CA$5.8b | CA$771.5m | 19.9x | 12.9x | 1.7x |
| Tue, 12 Mar 2024 | CA$9.5b | CA$5.7b | CA$758.1m | 33.4x | 12.6x | 1.7x |
| Thu, 08 Feb 2024 | CA$9.5b | CA$5.6b | CA$664.9m | 31.1x | 14.2x | 1.7x |
| Sat, 06 Jan 2024 | CA$9.0b | CA$5.6b | CA$662.2m | 27.8x | 13.6x | 1.6x |
| Mon, 04 Dec 2023 | CA$10.4b | CA$5.6b | CA$674.4m | 29.2x | 15.4x | 1.8x |
| Wed, 01 Nov 2023 | CA$8.6b | CA$5.7b | CA$726.9m | 29x | 11.8x | 1.5x |
| Fri, 29 Sep 2023 | CA$8.8b | CA$5.6b | CA$704.9m | 37.6x | 12.5x | 1.6x |
| Sun, 27 Aug 2023 | CA$9.3b | CA$5.6b | CA$710.4m | 39.3x | 13.1x | 1.6x |
| Tue, 25 Jul 2023 | CA$9.9b | CA$5.6b | CA$713.1m | 32.8x | 13.9x | 1.8x |
| Thu, 22 Jun 2023 | CA$9.5b | CA$5.6b | CA$715.3m | 30.6x | 13.3x | 1.7x |
13.3x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | 1.37% | |
| Consumer Discretionary | 3.30% | |
| Luxury | 6.64% | |
| Apparel, Accessories and Luxury Goods | 6.64% | |
| Footwear | 0% | 0 |
| Textiles | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GIL Gildan Activewear | CA$85.13 | 7.1% +CA$1.0b | 31.0% | PE44.4x | |
| GOOS Canada Goose Holdings | CA$14.12 | 2.2% +CA$30.1m | -10.3% | PE61x | |
| IFA iFabric | CA$4.15 | 1.2% +CA$1.8m | 315.0% | PE43x | |
| MENE Mene | CA$0.20 | 2.6% +CA$1.3m | 33.3% | PE21.5x | |
| UNI Unisync | CA$2.60 | 1.2% +CA$570.4k | 97.0% | PE12.6x |