Narrative Update • Jun 26

Over the last 7 days, the Luxury industry has risen 2.7%, driven by gains from Gildan Activewear of 2.8%. In the same time, Mene was down 5.6%. In the last 12 months, the industry was up 11%. 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 |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | CA$15.5b | CA$7.5b | CA$392.9m | 38.5x | 39.4x | 2.1x |
| Tue, 26 May 2026 | CA$16.4b | CA$7.3b | CA$381.8m | 43.5x | 43x | 2.2x |
| Thu, 23 Apr 2026 | CA$17.1b | CA$6.6b | CA$562.9m | 37.9x | 30.5x | 2.6x |
| Sat, 21 Mar 2026 | CA$16.0b | CA$6.6b | CA$563.8m | 46.6x | 28.4x | 2.4x |
| Mon, 16 Feb 2026 | CA$16.5b | CA$6.2b | CA$670.3m | 30.5x | 24.6x | 2.7x |
| Wed, 14 Jan 2026 | CA$14.8b | CA$6.2b | CA$686.1m | 53.4x | 21.6x | 2.4x |
| Fri, 12 Dec 2025 | CA$13.7b | CA$6.1b | CA$680.8m | 45.8x | 20.2x | 2.2x |
| Sun, 09 Nov 2025 | CA$13.4b | CA$6.2b | CA$690.9m | 39.3x | 19.4x | 2.2x |
| Tue, 07 Oct 2025 | CA$14.8b | CA$6.2b | CA$723.5m | 41.1x | 20.4x | 2.4x |
| Thu, 04 Sep 2025 | CA$12.6b | CA$6.1b | CA$716.1m | 35.7x | 17.6x | 2.1x |
| Sat, 02 Aug 2025 | CA$12.0b | CA$6.1b | CA$713.9m | 24.6x | 16.8x | 2x |
| Mon, 30 Jun 2025 | CA$11.7b | CA$6.0b | CA$648.2m | 18.1x | 18.1x | 2x |
| Wed, 28 May 2025 | CA$12.2b | CA$6.0b | CA$652.4m | 18.5x | 18.7x | 2x |
| Fri, 25 Apr 2025 | CA$10.2b | CA$6.0b | CA$623.9m | 16.1x | 16.4x | 1.7x |
| Sun, 23 Mar 2025 | CA$11.1b | CA$6.1b | CA$640.1m | 16.5x | 17.3x | 1.8x |
| Tue, 18 Feb 2025 | CA$12.6b | CA$6.0b | CA$663.0m | 18.8x | 19x | 2.1x |
| Thu, 16 Jan 2025 | CA$12.4b | CA$6.1b | CA$660.4m | 20.1x | 18.8x | 2x |
| Sat, 14 Dec 2024 | CA$12.2b | CA$6.1b | CA$656.5m | 19.7x | 18.6x | 2x |
| Mon, 11 Nov 2024 | CA$12.0b | CA$6.0b | CA$637.5m | 19.3x | 18.8x | 2x |
| Wed, 09 Oct 2024 | CA$11.9b | CA$5.9b | CA$619.2m | 21.9x | 19.2x | 2x |
| Fri, 06 Sep 2024 | CA$11.4b | CA$5.8b | CA$613.4m | 19.8x | 18.6x | 2x |
| Sun, 04 Aug 2024 | CA$10.9b | CA$5.9b | CA$627.0m | 19.6x | 17.3x | 1.8x |
| Tue, 02 Jul 2024 | CA$10.6b | CA$5.9b | CA$752.5m | 20.8x | 14.1x | 1.8x |
| Thu, 30 May 2024 | CA$10.6b | CA$5.8b | CA$750.5m | 21.9x | 14.1x | 1.8x |
| Sat, 27 Apr 2024 | CA$9.8b | CA$5.8b | CA$765.7m | 20.4x | 12.8x | 1.7x |
| Mon, 25 Mar 2024 | CA$10.3b | CA$5.8b | CA$765.0m | 31.1x | 13.5x | 1.8x |
| Wed, 21 Feb 2024 | CA$9.7b | CA$5.7b | CA$666.4m | 35.6x | 14.5x | 1.7x |
| Fri, 19 Jan 2024 | CA$9.0b | CA$5.6b | CA$668.3m | 26.9x | 13.5x | 1.6x |
| Sun, 17 Dec 2023 | CA$9.4b | CA$5.6b | CA$668.9m | 31x | 14.1x | 1.7x |
| Tue, 14 Nov 2023 | CA$9.7b | CA$5.7b | CA$688.5m | 25.7x | 14x | 1.7x |
| Thu, 12 Oct 2023 | CA$9.1b | CA$5.6b | CA$713.6m | 36.2x | 12.8x | 1.6x |
| Sat, 09 Sep 2023 | CA$9.2b | CA$5.6b | CA$712.4m | 39.8x | 12.9x | 1.6x |
| Mon, 07 Aug 2023 | CA$9.8b | CA$5.6b | CA$701.1m | 42.7x | 14x | 1.8x |
| Wed, 05 Jul 2023 | CA$10.4b | CA$5.6b | CA$718.2m | 33.8x | 14.4x | 1.9x |
14.4x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | -0.35% | |
| Consumer Discretionary | 1.79% | |
| Luxury | 2.70% | |
| Apparel, Accessories and Luxury Goods | 2.70% | |
| 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$74.89 | 2.8% +CA$377.8m | 12.0% | PE38.5x | |
| IFA iFabric | CA$4.90 | 12.6% +CA$20.1m | 410.4% | PE50.8x | |
| GOOS Canada Goose Holdings | CA$13.66 | 1.0% +CA$12.6m | -12.5% | PE59x |