Narrative Update • Jun 01

Over the last 7 days, the Luxury industry has dropped 1.8%, driven by a pullback from Gildan Activewear of 2.9%. In contrast, Mene has gained 11%. In the past year, the industry has gained 19%. As for the next few years, earnings are expected to grow by 29% per annum.
Has the Canadian Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 09 Jun 2026 | CA$16.5b | CA$7.4b | CA$386.8m | 41.5x | 42.5x | 2.2x |
| Thu, 07 May 2026 | CA$16.8b | CA$7.2b | CA$373.0m | 46.5x | 45x | 2.3x |
| Sat, 04 Apr 2026 | CA$15.6b | CA$6.7b | CA$571.1m | 25.5x | 27.4x | 2.4x |
| Mon, 02 Mar 2026 | CA$19.0b | CA$6.5b | CA$560.7m | 34.8x | 33.9x | 2.9x |
| Wed, 28 Jan 2026 | CA$15.3b | CA$6.1b | CA$671.8m | 48.4x | 22.8x | 2.5x |
| Fri, 26 Dec 2025 | CA$14.7b | CA$6.1b | CA$676.3m | 47.1x | 21.7x | 2.4x |
| Sun, 23 Nov 2025 | CA$13.7b | CA$6.3b | CA$693.2m | 22.5x | 19.8x | 2.2x |
| Tue, 21 Oct 2025 | CA$14.4b | CA$6.2b | CA$727.5m | 38.1x | 19.8x | 2.3x |
| Thu, 18 Sep 2025 | CA$13.2b | CA$6.1b | CA$714.8m | 34.7x | 18.5x | 2.2x |
| Sat, 16 Aug 2025 | CA$13.2b | CA$6.1b | CA$716.9m | 29.8x | 18.4x | 2.2x |
| Mon, 14 Jul 2025 | CA$12.5b | CA$6.0b | CA$647.5m | 19.6x | 19.3x | 2.1x |
| Wed, 11 Jun 2025 | CA$11.6b | CA$6.0b | CA$647.1m | 18.1x | 17.9x | 1.9x |
| Fri, 09 May 2025 | CA$11.0b | CA$6.0b | CA$635.1m | 17.6x | 17.3x | 1.8x |
| Sun, 06 Apr 2025 | CA$9.7b | CA$6.1b | CA$638.8m | 15.1x | 15.2x | 1.6x |
| Tue, 04 Mar 2025 | CA$13.4b | CA$6.2b | CA$646.8m | 19.4x | 20.7x | 2.2x |
| Thu, 30 Jan 2025 | CA$13.2b | CA$6.1b | CA$664.6m | 21.9x | 19.9x | 2.2x |
| Sat, 28 Dec 2024 | CA$11.9b | CA$6.1b | CA$664.1m | 19.5x | 17.9x | 1.9x |
| Mon, 25 Nov 2024 | CA$12.1b | CA$6.0b | CA$640.2m | 19.1x | 18.9x | 2x |
| Wed, 23 Oct 2024 | CA$11.8b | CA$5.9b | CA$626.4m | 19.8x | 18.8x | 2x |
| Fri, 20 Sep 2024 | CA$11.5b | CA$5.8b | CA$615.4m | 20.1x | 18.7x | 2x |
| Sun, 18 Aug 2024 | CA$10.9b | CA$5.9b | CA$620.7m | 19.7x | 17.6x | 1.9x |
| Tue, 16 Jul 2024 | CA$10.8b | CA$5.8b | CA$748.9m | 19.7x | 14.4x | 1.8x |
| Thu, 13 Jun 2024 | CA$10.8b | CA$5.8b | CA$751.6m | 21.6x | 14.3x | 1.8x |
| Sat, 11 May 2024 | CA$9.2b | CA$5.8b | CA$739.6m | 19.8x | 12.4x | 1.6x |
| Mon, 08 Apr 2024 | CA$9.9b | CA$5.8b | CA$761.6m | 20.4x | 13x | 1.7x |
| Wed, 06 Mar 2024 | CA$9.8b | CA$5.8b | CA$764.1m | 33.7x | 12.8x | 1.7x |
| Fri, 02 Feb 2024 | CA$9.6b | CA$5.6b | CA$659.0m | 33.5x | 14.5x | 1.7x |
| Sun, 31 Dec 2023 | CA$9.2b | CA$5.5b | CA$663.0m | 28.7x | 13.9x | 1.7x |
| Tue, 28 Nov 2023 | CA$10.1b | CA$5.7b | CA$680.0m | 26.8x | 14.9x | 1.8x |
| Thu, 26 Oct 2023 | CA$8.7b | CA$5.7b | CA$723.3m | 31.2x | 12x | 1.5x |
| Sat, 23 Sep 2023 | CA$8.6b | CA$5.6b | CA$704.5m | 36.9x | 12.2x | 1.5x |
| Mon, 21 Aug 2023 | CA$9.5b | CA$5.6b | CA$707.7m | 39.7x | 13.4x | 1.7x |
| Wed, 19 Jul 2023 | CA$10.1b | CA$5.6b | CA$713.1m | 33.5x | 14.1x | 1.8x |
| Fri, 16 Jun 2023 | CA$9.7b | CA$5.6b | CA$718.0m | 32x | 13.5x | 1.7x |
13.5x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | -0.68% | |
| Consumer Discretionary | -0.096% | |
| Luxury | -2.78% | |
| Footwear | 0% | 0 |
| Textiles | 0% | 0 |
| Apparel, Accessories and Luxury Goods | -2.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MENE Mene | CA$0.20 | 11.4% +CA$5.2m | 30.0% | PE21x | |
| UNI Unisync | CA$2.57 | 4.0% +CA$1.9m | 93.2% | PE12.4x |