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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies14
  • 7D4.0%
  • 3M13.2%
  • 1Y79.4%
  • YTD-3.8%

Over the last 7 days, the Specialty Stores industry has risen 4.0%, driven by gains from Aritzia of 4.9%. This takes the industry's 12 month performance to a gain of 80%. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Feb 2026CA$28.0bCA$15.0bCA$915.3m23.2x30.6x1.9x
Tue, 06 Jan 2026CA$28.9bCA$14.6bCA$835.3m20.7x34.6x2x
Thu, 04 Dec 2025CA$27.5bCA$14.5bCA$792.8m21.4x34.7x1.9x
Sat, 01 Nov 2025CA$25.5bCA$14.6bCA$795.0m21x32.1x1.7x
Mon, 29 Sep 2025CA$23.6bCA$14.4bCA$747.0m22.5x31.6x1.6x
Wed, 27 Aug 2025CA$20.0bCA$14.3bCA$725.6m20.8x27.6x1.4x
Fri, 25 Jul 2025CA$18.5bCA$14.3bCA$701.1m20.7x26.3x1.3x
Sun, 22 Jun 2025CA$16.3bCA$14.1bCA$632.0m18.9x25.8x1.2x
Tue, 20 May 2025CA$15.0bCA$14.0bCA$642.9m16x23.4x1.1x
Thu, 17 Apr 2025CA$11.4bCA$13.7bCA$548.7m13.8x20.7x0.8x
Sat, 15 Mar 2025CA$12.4bCA$14.5bCA$500.6m19.5x24.8x0.9x
Mon, 10 Feb 2025CA$15.3bCA$14.5bCA$482.7m17.8x31.8x1.1x
Wed, 08 Jan 2025CA$15.3bCA$14.4bCA$451.7m18.2x33.8x1.1x
Fri, 06 Dec 2024CA$14.4bCA$14.3bCA$426.4m19.7x33.7x1x
Sun, 03 Nov 2024CA$10.6bCA$13.5bCA$328.9m22.6x32.3x0.8x
Tue, 01 Oct 2024CA$12.6bCA$14.6bCA$381.3m23x33x0.9x
Thu, 29 Aug 2024CA$12.2bCA$14.6bCA$353.7m30.5x34.6x0.8x
Sat, 27 Jul 2024CA$11.8bCA$14.7bCA$427.5m23.1x27.7x0.8x
Mon, 24 Jun 2024CA$10.3bCA$14.7bCA$427.3m22.7x24.1x0.7x
Wed, 22 May 2024CA$10.2bCA$15.9bCA$416.6m14.1x24.5x0.6x
Fri, 19 Apr 2024CA$10.4bCA$15.9bCA$429.5m14.5x24.3x0.7x
Sun, 17 Mar 2024CA$11.0bCA$15.9bCA$409.1m19.7x27x0.7x
Tue, 13 Feb 2024CA$10.8bCA$15.7bCA$455.3m16.6x23.7x0.7x
Thu, 11 Jan 2024CA$9.0bCA$14.9bCA$521.1m13.5x17.3x0.6x
Sat, 09 Dec 2023CA$8.4bCA$14.9bCA$490.7m15.4x17.2x0.6x
Mon, 06 Nov 2023CA$8.4bCA$15.9bCA$465.9m13.8x17.9x0.5x
Wed, 04 Oct 2023CA$8.3bCA$15.9bCA$465.9m13.5x17.7x0.5x
Fri, 01 Sep 2023CA$8.8bCA$16.0bCA$521.1m12.7x16.9x0.5x
Sun, 30 Jul 2023CA$7.3bCA$15.0bCA$445.4m16x16.4x0.5x
Tue, 27 Jun 2023CA$7.9bCA$14.6bCA$479.9m8.6x16.4x0.5x
Thu, 25 May 2023CA$8.2bCA$14.7bCA$432.3m12.5x18.9x0.6x
Sat, 22 Apr 2023CA$8.9bCA$14.3bCA$450.3m9.1x19.7x0.6x
Mon, 20 Mar 2023CA$8.3bCA$14.3bCA$482.6m8.1x17.2x0.6x
Wed, 15 Feb 2023CA$9.0bCA$14.0bCA$558.0m8.9x16x0.6x
Price to Earnings Ratio

16x


Total Market Cap: CA$9.0bTotal Earnings: CA$558.0mTotal Revenue: CA$14.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 25x202420252026
Current Industry PE
  • Investors are optimistic on the Canadian Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 30.0x which is higher than its 3-year average PE of 25.0x.
  • The 3-year average PS ratio of 0.92x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 2.3% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

CA Market2.10%
Consumer Discretionary5.06%
Specialty Stores4.02%
Automotive Retail5.58%
Specialty Stores4.91%
Apparel Retail4.06%
Home Furnishing Retail1.98%
Home Improvement Retail0%0
Computer and Electronics Retail-6.87%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 37.3x.
    • Analysts are expecting annual earnings growth of 23.8%, which is lower than the prior year's growth of 108.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings decline of 19% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings growth to stay flat 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$112.564.9%
+CA$776.6m		59.9%PE37.9x
GRGD Groupe DynamiteCA$72.872.8%
+CA$218.3m		305.3%PE39.2x
PET Pet Valu HoldingsCA$29.066.4%
+CA$121.3m		13.6%PE20.6x
LNF Leon's FurnitureCA$28.242.6%
+CA$49.5m		10.8%PE11.2x
ACQ AutoCanadaCA$29.837.1%
+CA$45.5m		62.2%PE32.5x

Latest News

DIV
CA$4.04
Diversified Royalty
7D
4.1%
1Y
44.8%
XAU
CA$12.53
Goldmoney
7D
9.1%
1Y
43.0%
AUTO
CA$0.10
Agereh Technologies
7D
-16.0%
1Y
0%
PET
CA$29.06
Pet Valu Holdings
7D
6.4%
1Y
13.6%
ATZ
CA$112.56
Aritzia
7D
4.9%
1Y
59.9%

ATZ: Higher P/E Expectations Will Shape Future Upside Potential

Aritzia's fair value estimate has been revised higher to C$128.92 from C$64.00, reflecting analysts' higher price targets in the C$148 to C$155 range and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Aritzia reflects a cluster of higher price targets in the C$132 to C$155 range, paired with generally positive ratings such as Buy and Outperform.
LNF
CA$28.24
Leon's Furniture
7D
2.6%
1Y
10.8%
KITS
CA$20.20
Kits Eyecare
7D
-0.4%
1Y
130.9%
PESO
CA$0.34
PesoRama
7D
1.5%
1Y
179.2%
GRGD
CA$72.87
Groupe Dynamite
7D
2.8%
1Y
305.3%

Returns On Capital Are A Standout For Groupe Dynamite (TSE:GRGD)

Jan 23
Returns On Capital Are A Standout For Groupe Dynamite (TSE:GRGD)
ACQ
CA$29.83
AutoCanada
7D
7.1%
1Y
62.2%

Is AutoCanada (TSE:ACQ) A Risky Investment?

Jan 22
Is AutoCanada (TSE:ACQ) A Risky Investment?
GBT
CA$12.80
BMTC Group
7D
-0.9%
1Y
-0.4%
NXT
CA$0.14
NextGen Digital Platforms
7D
-14.7%
1Y
-75.8%