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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedAug 10, 2026
DataAggregated Company Financials
Companies15
  • 7D3.6%
  • 3M-10.6%
  • 1Y47.9%
  • YTD0.3%

Over the last 7 days, the Specialty Stores industry has risen 3.6%, driven by gains in Aritzia and Groupe Dynamite of 3.5% and 8.5%, respectively. This takes the industry's 12 month performance to a gain of 48%. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the Canadian Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 10 Aug 2026CA$28.9bCA$15.5bCA$1.1b24.2x25.7x1.9x
Wed, 08 Jul 2026CA$28.4bCA$15.2bCA$1.1b20.8x26.8x1.9x
Fri, 05 Jun 2026CA$32.7bCA$15.1bCA$1.0b27.8x32.4x2.2x
Sun, 03 May 2026CA$32.8bCA$14.9bCA$986.8m22.6x33.3x2.2x
Tue, 31 Mar 2026CA$26.1bCA$14.8bCA$903.3m18.8x28.9x1.8x
Thu, 26 Feb 2026CA$31.6bCA$15.0bCA$915.3m26.2x34.5x2.1x
Sat, 24 Jan 2026CA$29.2bCA$14.9bCA$900.3m22.2x32.4x2x
Mon, 22 Dec 2025CA$28.7bCA$14.6bCA$835.5m21.3x34.4x2x
Wed, 19 Nov 2025CA$24.9bCA$14.5bCA$794.8m20.4x31.4x1.7x
Fri, 17 Oct 2025CA$24.1bCA$14.6bCA$795.0m21.2x30.3x1.6x
Sun, 14 Sep 2025CA$22.7bCA$14.4bCA$747.0m22.2x30.4x1.6x
Tue, 12 Aug 2025CA$19.5bCA$14.4bCA$711.0m20.3x27.4x1.4x
Thu, 10 Jul 2025CA$18.0bCA$14.1bCA$674.5m20.4x26.7x1.3x
Sat, 07 Jun 2025CA$15.9bCA$14.0bCA$628.1m16.5x25.4x1.1x
Mon, 05 May 2025CA$13.4bCA$13.9bCA$627.1m14.5x21.4x1x
Wed, 02 Apr 2025CA$12.6bCA$13.7bCA$581.2m19.4x21.7x0.9x
Fri, 28 Feb 2025CA$14.8bCA$14.5bCA$501.1m17.1x29.5x1x
Sun, 26 Jan 2025CA$15.4bCA$14.5bCA$482.6m18.1x31.9x1.1x
Tue, 24 Dec 2024CA$14.8bCA$14.4bCA$450.6m18.3x32.8x1x
Thu, 21 Nov 2024CA$10.6bCA$13.5bCA$298.5m22x35.7x0.8x
Sat, 19 Oct 2024CA$10.8bCA$13.7bCA$332.0m25.1x32.5x0.8x
Mon, 16 Sep 2024CA$12.3bCA$14.6bCA$370.5m22.8x33.2x0.8x
Wed, 14 Aug 2024CA$11.5bCA$14.8bCA$430.5m34.9x26.8x0.8x
Fri, 12 Jul 2024CA$10.9bCA$14.6bCA$429.2m22x25.3x0.7x
Sun, 09 Jun 2024CA$10.3bCA$14.9bCA$460.7m21.3x22.4x0.7x
Tue, 07 May 2024CA$10.9bCA$15.8bCA$412.4m14.8x26.5x0.7x
Thu, 04 Apr 2024CA$10.9bCA$15.9bCA$427.9m15x25.6x0.7x
Sat, 02 Mar 2024CA$10.6bCA$15.7bCA$457.1m17.8x23.2x0.7x
Mon, 29 Jan 2024CA$10.1bCA$14.9bCA$441.1m16x22.9x0.7x
Wed, 27 Dec 2023CA$9.2bCA$14.9bCA$469.4m15.8x19.6x0.6x
Fri, 24 Nov 2023CA$8.4bCA$14.9bCA$486.8m15.1x17.2x0.6x
Sun, 22 Oct 2023CA$8.4bCA$15.9bCA$465.8m13.6x18x0.5x
Tue, 19 Sep 2023CA$8.5bCA$16.0bCA$507.9m11.8x16.8x0.5x
Thu, 17 Aug 2023CA$8.8bCA$16.0bCA$521.5m12.6x16.8x0.5x
Price to Earnings Ratio

16.8x


Total Market Cap: CA$8.8bTotal Earnings: CA$521.5mTotal Revenue: CA$16.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 27.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the Canadian Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 27.1x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 29% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Canadian Consumer Discretionary industry?

CA Market2.38%
Consumer Discretionary1.61%
Specialty Stores3.65%
Apparel Retail4.90%
Home Improvement Retail4.82%
Computer and Electronics Retail0%0
Automotive Retail-0.04%
Specialty Stores-0.66%
Home Furnishing Retail-3.27%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 40.2x.
    • Analysts are expecting annual earnings growth of 19.5%, which is lower than the prior year's growth of 96.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 24% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 2.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ATZ AritziaCA$144.603.5%
+CA$563.7m		103.8%PE36.3x
GRGD Groupe DynamiteCA$61.458.5%
+CA$527.7m		58.9%PE24.2x
KITS Kits EyecareCA$14.259.5%
+CA$42.2m		-11.9%PE86x
DIV Diversified RoyaltyCA$4.632.0%
+CA$17.0m		38.6%PE24.1x
BILD BuildDirect.com TechnologiesCA$2.604.0%
+CA$4.8m		2.0%PS1.4x

Latest News

LNF
CA$23.62
Leon's Furniture
7D
-4.0%
1Y
-20.8%
Analysis Article • 17h

Earnings Update: Leon's Furniture Limited (TSE:LNF) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Leon's Furniture Limited ( TSE:LNF ) shareholders are probably feeling a little disappointed, since its shares fell...
DIV
CA$4.63
Diversified Royalty
7D
2.0%
1Y
38.6%
XAU
CA$14.10
Goldmoney
7D
-2.2%
1Y
54.8%
FORT
CA$1.44
Fort Technology
7D
11.6%
1Y
-45.9%
KITS
CA$14.25
Kits Eyecare
7D
9.5%
1Y
-11.9%
New Narrative • Aug 05

Vertically Integrated Eyecare Platform Will Benefit From Premium Lenses And Expanding Insurance Integrations

Catalysts About Kits Eyecare Kits Eyecare runs a vertically integrated online and physical eyecare platform that designs frames, cuts lenses in its own lab and sells glasses and contact lenses directly to customers. What are the underlying business or industry changes driving this perspective?
DPF
CA$0.13
Dr. Phone Fix Canada
7D
8.3%
1Y
-10.3%
ATZ
CA$144.60
Aritzia
7D
3.5%
1Y
103.8%
Narrative Update • Aug 04

ATZ: Higher Street Confidence Will Test Future P/E Discipline And Execution

Aritzia's analyst price target has been revised higher from CA$178.00 to about CA$189.14. This reflects analysts' updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E in line with a series of recent target increases across the Street.
GRGD
CA$61.45
Groupe Dynamite
7D
8.5%
1Y
58.9%
ROOT
CA$3.45
Roots
7D
1.8%
1Y
9.2%
ACQ
CA$22.54
AutoCanada
7D
-3.3%
1Y
-22.0%
PET
CA$18.88
Pet Valu Holdings
7D
-3.8%
1Y
-48.2%
Narrative Update • Jul 17

PET: Index Removal And Margin Reset Will Set Up Future Rebound

Analysts have trimmed their average fair value estimate for Pet Valu Holdings from about CA$39.36 to about CA$34.73, reflecting lower price targets across several firms after recent earnings results and updated margin and growth assumptions. Analyst Commentary Street research on Pet Valu Holdings shows a mixed tone, but several bullish analysts still point to potential upside based on execution improvements and the current valuation reset.
GBT
CA$12.61
BMTC Group
7D
-0.08%
1Y
0%
BILD
CA$2.60
BuildDirect.com Technologies
7D
4.0%
1Y
2.0%