Narrative Update • Jun 26

Over the last 7 days, the Luxury industry has dropped 2.0%, driven by a pullback from Gildan Activewear of 2.4%. This takes the industry's 12 month performance to a gain of 7.9%. 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 |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | CA$15.2b | CA$7.5b | CA$392.9m | 37.6x | 38.6x | 2x |
| Fri, 29 May 2026 | CA$17.1b | CA$7.3b | CA$383.2m | 37.3x | 44.7x | 2.3x |
| Sun, 26 Apr 2026 | CA$16.6b | CA$6.6b | CA$562.6m | 36.7x | 29.5x | 2.5x |
| Tue, 24 Mar 2026 | CA$15.9b | CA$6.6b | CA$563.9m | 47.3x | 28.1x | 2.4x |
| Thu, 19 Feb 2026 | CA$16.5b | CA$6.2b | CA$674.1m | 31.7x | 24.4x | 2.7x |
| Sat, 17 Jan 2026 | CA$15.2b | CA$6.2b | CA$687.7m | 50.3x | 22x | 2.4x |
| Mon, 15 Dec 2025 | CA$14.2b | CA$6.1b | CA$680.6m | 44.8x | 20.9x | 2.3x |
| Wed, 12 Nov 2025 | CA$13.5b | CA$6.2b | CA$689.9m | 38x | 19.6x | 2.2x |
| Fri, 10 Oct 2025 | CA$14.8b | CA$6.2b | CA$727.1m | 38.3x | 20.3x | 2.4x |
| Sun, 07 Sep 2025 | CA$13.2b | CA$6.1b | CA$718.7m | 32.8x | 18.4x | 2.2x |
| Tue, 05 Aug 2025 | CA$12.1b | CA$6.1b | CA$714.0m | 24.6x | 17x | 2x |
| Thu, 03 Jul 2025 | CA$11.7b | CA$6.0b | CA$643.6m | 18.6x | 18.2x | 2x |
| Sat, 31 May 2025 | CA$11.8b | CA$6.0b | CA$649.2m | 17.3x | 18.2x | 2x |
| Mon, 28 Apr 2025 | CA$10.2b | CA$6.0b | CA$624.1m | 16.1x | 16.3x | 1.7x |
| Wed, 26 Mar 2025 | CA$11.2b | CA$6.1b | CA$637.6m | 16.6x | 17.6x | 1.8x |
| Fri, 21 Feb 2025 | CA$13.2b | CA$6.1b | CA$633.3m | 20.3x | 20.9x | 2.2x |
| Sun, 19 Jan 2025 | CA$12.6b | CA$6.1b | CA$666.2m | 20.3x | 19x | 2.1x |
| Tue, 17 Dec 2024 | CA$12.2b | CA$6.1b | CA$657.1m | 19.8x | 18.6x | 2x |
| Thu, 14 Nov 2024 | CA$11.9b | CA$6.0b | CA$641.1m | 19.2x | 18.6x | 2x |
| Sat, 12 Oct 2024 | CA$11.9b | CA$5.9b | CA$623.9m | 21.8x | 19x | 2x |
| Mon, 09 Sep 2024 | CA$11.2b | CA$5.8b | CA$615.6m | 19.7x | 18.2x | 1.9x |
| Wed, 07 Aug 2024 | CA$10.9b | CA$5.9b | CA$623.4m | 19.2x | 17.4x | 1.8x |
| Fri, 05 Jul 2024 | CA$10.5b | CA$5.8b | CA$745.7m | 20.8x | 14.1x | 1.8x |
| Sun, 02 Jun 2024 | CA$10.8b | CA$5.8b | CA$746.4m | 22.6x | 14.5x | 1.9x |
| Tue, 30 Apr 2024 | CA$9.8b | CA$5.8b | CA$765.4m | 20.7x | 12.8x | 1.7x |
| Thu, 28 Mar 2024 | CA$10.0b | CA$5.8b | CA$762.8m | 30.4x | 13.2x | 1.7x |
| Sat, 24 Feb 2024 | CA$10.0b | CA$5.7b | CA$759.2m | 35.6x | 13.2x | 1.7x |
| Mon, 22 Jan 2024 | CA$9.0b | CA$5.6b | CA$665.3m | 27.7x | 13.5x | 1.6x |
| Wed, 20 Dec 2023 | CA$9.7b | CA$5.6b | CA$667.0m | 30.8x | 14.5x | 1.7x |
| Fri, 17 Nov 2023 | CA$10.0b | CA$5.7b | CA$686.8m | 26.9x | 14.5x | 1.8x |
| Sun, 15 Oct 2023 | CA$8.9b | CA$5.6b | CA$716.6m | 33.3x | 12.4x | 1.6x |
| Tue, 12 Sep 2023 | CA$9.1b | CA$5.6b | CA$709.3m | 39x | 12.8x | 1.6x |
| Thu, 10 Aug 2023 | CA$9.6b | CA$5.6b | CA$703.0m | 41.5x | 13.7x | 1.7x |
| Sat, 08 Jul 2023 | CA$10.1b | CA$5.6b | CA$718.5m | 32.5x | 14.1x | 1.8x |
14.1x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | -0.59% | |
| Consumer Discretionary | 0.83% | |
| Luxury | -2.05% | |
| Footwear | 0% | 0 |
| Textiles | 0% | 0 |
| Apparel, Accessories and Luxury Goods | -2.05% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GOOS Canada Goose Holdings | CA$13.43 | 1.1% +CA$14.6m | -11.8% | PE58x | |
| MENE Mene | CA$0.18 | 2.8% +CA$1.3m | 27.6% | PE19.9x |