Narrative Update • Jun 08

Over the last 7 days, the Luxury industry has dropped 13%, driven by a pullback from Gildan Activewear of 14%. Over the past 12 months, the industry was up 12%. 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 |
|---|---|---|---|---|---|---|
| Mon, 22 Jun 2026 | CA$15.1b | CA$7.5b | CA$392.7m | 37.4x | 38.3x | 2x |
| Wed, 20 May 2026 | CA$15.9b | CA$7.3b | CA$380.5m | 39.8x | 41.8x | 2.2x |
| Fri, 17 Apr 2026 | CA$16.3b | CA$6.6b | CA$561.5m | 26.8x | 29x | 2.5x |
| Sun, 15 Mar 2026 | CA$16.5b | CA$6.6b | CA$564.2m | 35.2x | 29.3x | 2.5x |
| Tue, 10 Feb 2026 | CA$16.1b | CA$6.2b | CA$665.9m | 56.6x | 24.3x | 2.6x |
| Thu, 08 Jan 2026 | CA$15.3b | CA$6.2b | CA$684.8m | 51.5x | 22.3x | 2.5x |
| Sat, 06 Dec 2025 | CA$14.1b | CA$6.2b | CA$680.6m | 26.4x | 20.8x | 2.3x |
| Mon, 03 Nov 2025 | CA$14.2b | CA$6.2b | CA$711.3m | 39.7x | 20x | 2.3x |
| Wed, 01 Oct 2025 | CA$13.9b | CA$6.2b | CA$721.7m | 39.6x | 19.2x | 2.3x |
| Fri, 29 Aug 2025 | CA$13.4b | CA$6.1b | CA$713.9m | 34.4x | 18.7x | 2.2x |
| Sun, 27 Jul 2025 | CA$12.8b | CA$6.0b | CA$648.3m | 20.1x | 19.8x | 2.1x |
| Tue, 24 Jun 2025 | CA$11.4b | CA$6.0b | CA$649.6m | 17.5x | 17.6x | 1.9x |
| Thu, 22 May 2025 | CA$11.9b | CA$6.0b | CA$631.9m | 19.7x | 18.8x | 2x |
| Sat, 19 Apr 2025 | CA$9.8b | CA$6.0b | CA$623.5m | 15.6x | 15.7x | 1.6x |
| Mon, 17 Mar 2025 | CA$11.4b | CA$6.2b | CA$640.9m | 17.1x | 17.9x | 1.9x |
| Wed, 12 Feb 2025 | CA$12.6b | CA$6.1b | CA$667.8m | 18.7x | 18.9x | 2.1x |
| Fri, 10 Jan 2025 | CA$11.9b | CA$6.1b | CA$663.0m | 19.5x | 18x | 2x |
| Sun, 08 Dec 2024 | CA$11.9b | CA$6.0b | CA$649.5m | 19.1x | 18.4x | 2x |
| Tue, 05 Nov 2024 | CA$12.1b | CA$6.0b | CA$635.5m | 19.5x | 19.1x | 2x |
| Thu, 03 Oct 2024 | CA$11.9b | CA$5.8b | CA$612.7m | 21.9x | 19.4x | 2x |
| Sat, 31 Aug 2024 | CA$11.5b | CA$5.8b | CA$612.1m | 21.1x | 18.7x | 2x |
| Mon, 29 Jul 2024 | CA$10.8b | CA$5.9b | CA$757.0m | 19.5x | 14.2x | 1.8x |
| Wed, 26 Jun 2024 | CA$10.7b | CA$5.8b | CA$747.9m | 21.2x | 14.3x | 1.8x |
| Fri, 24 May 2024 | CA$10.2b | CA$5.9b | CA$752.4m | 21.7x | 13.5x | 1.7x |
| Sun, 21 Apr 2024 | CA$9.8b | CA$5.8b | CA$770.1m | 20.6x | 12.8x | 1.7x |
| Tue, 19 Mar 2024 | CA$9.5b | CA$5.7b | CA$761.0m | 32x | 12.4x | 1.6x |
| Thu, 15 Feb 2024 | CA$9.5b | CA$5.7b | CA$668.7m | 33.9x | 14.2x | 1.7x |
| Sat, 13 Jan 2024 | CA$8.9b | CA$5.6b | CA$664.2m | 28.4x | 13.4x | 1.6x |
| Mon, 11 Dec 2023 | CA$10.3b | CA$5.6b | CA$678.6m | 29.4x | 15.2x | 1.8x |
| Wed, 08 Nov 2023 | CA$9.5b | CA$5.7b | CA$687.2m | 26.5x | 13.8x | 1.7x |
| Fri, 06 Oct 2023 | CA$8.8b | CA$5.7b | CA$719.2m | 35.5x | 12.2x | 1.6x |
| Sun, 03 Sep 2023 | CA$9.7b | CA$5.6b | CA$710.4m | 42.2x | 13.7x | 1.7x |
| Tue, 01 Aug 2023 | CA$10.0b | CA$5.6b | CA$713.9m | 34.1x | 14x | 1.8x |
| Thu, 29 Jun 2023 | CA$9.9b | CA$5.6b | CA$719.7m | 31.1x | 13.8x | 1.8x |
13.8x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | -0.36% | |
| Consumer Discretionary | -3.40% | |
| Luxury | -13.42% | |
| Footwear | 0% | 0 |
| Textiles | 0% | 0 |
| Apparel, Accessories and Luxury Goods | -13.42% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IFA iFabric | CA$4.35 | 4.8% +CA$7.3m | 335.0% | PE45.1x |