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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedMar 26, 2026
DataAggregated Company Financials
Companies14
  • 7D3.2%
  • 3M-6.9%
  • 1Y111.7%
  • YTD-5.3%

The Specialty Stores industry has been flat over the last week, but Pet Valu Holdings has lost 3.9%. As for the the longer term, the industry is up 106% over the past 12 months. As for the next few years, earnings are expected to grow by 22% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Mar 2026CA$27.2bCA$14.8bCA$903.3m19.3x30.2x1.8x
Sat, 21 Feb 2026CA$31.4bCA$15.0bCA$915.3m25.4x34.3x2.1x
Mon, 19 Jan 2026CA$29.7bCA$14.9bCA$900.3m22x33x2x
Wed, 17 Dec 2025CA$28.8bCA$14.6bCA$835.5m21.3x34.4x2x
Fri, 14 Nov 2025CA$24.6bCA$14.7bCA$822.7m20.2x29.9x1.7x
Sun, 12 Oct 2025CA$23.7bCA$14.6bCA$795.0m21.5x29.8x1.6x
Tue, 09 Sep 2025CA$21.1bCA$14.3bCA$725.0m22.1x29.1x1.5x
Thu, 07 Aug 2025CA$19.3bCA$14.3bCA$704.2m20.6x27.4x1.3x
Sat, 05 Jul 2025CA$17.9bCA$14.1bCA$674.5m20.2x26.5x1.3x
Mon, 02 Jun 2025CA$15.6bCA$14.0bCA$642.5m16.2x24.4x1.1x
Wed, 30 Apr 2025CA$12.3bCA$13.7bCA$551.7m14.4x22.2x0.9x
Fri, 28 Mar 2025CA$12.9bCA$13.7bCA$581.2m19.7x22.2x0.9x
Sun, 23 Feb 2025CA$14.7bCA$14.5bCA$479.6m17.6x30.7x1x
Tue, 21 Jan 2025CA$15.0bCA$14.5bCA$482.7m18.3x31.1x1x
Thu, 19 Dec 2024CA$14.4bCA$14.4bCA$445.1m18.9x32.3x1x
Sat, 16 Nov 2024CA$10.7bCA$13.5bCA$298.5m21.4x35.9x0.8x
Mon, 14 Oct 2024CA$11.2bCA$13.7bCA$332.1m23.5x33.8x0.8x
Wed, 11 Sep 2024CA$12.0bCA$14.6bCA$354.3m29.1x34x0.8x
Fri, 09 Aug 2024CA$11.3bCA$14.7bCA$425.6m25.6x26.7x0.8x
Sun, 07 Jul 2024CA$10.6bCA$14.6bCA$429.2m22.5x24.6x0.7x
Tue, 04 Jun 2024CA$10.0bCA$14.9bCA$498.1m14x20x0.7x
Thu, 02 May 2024CA$10.7bCA$15.9bCA$433.2m14.5x24.8x0.7x
Sat, 30 Mar 2024CA$11.2bCA$15.9bCA$427.9m15.1x26.1x0.7x
Mon, 26 Feb 2024CA$10.6bCA$15.7bCA$457.1m16.4x23.2x0.7x
Wed, 24 Jan 2024CA$10.0bCA$14.9bCA$441.1m16x22.7x0.7x
Fri, 22 Dec 2023CA$9.0bCA$14.9bCA$468.6m15.7x19.1x0.6x
Sun, 19 Nov 2023CA$8.3bCA$14.9bCA$486.8m14.9x17x0.6x
Tue, 17 Oct 2023CA$8.5bCA$15.9bCA$465.9m13.7x18.1x0.5x
Thu, 14 Sep 2023CA$8.6bCA$16.0bCA$507.9m12.1x16.9x0.5x
Sat, 12 Aug 2023CA$8.8bCA$16.0bCA$519.6m12.4x17x0.6x
Mon, 10 Jul 2023CA$8.1bCA$14.6bCA$454.3m15x17.8x0.6x
Wed, 07 Jun 2023CA$8.2bCA$14.7bCA$445.2m12.5x18.5x0.6x
Fri, 05 May 2023CA$8.0bCA$14.7bCA$444.6m11.4x17.9x0.5x
Sun, 02 Apr 2023CA$8.6bCA$14.4bCA$464.3m8.3x18.6x0.6x
Price to Earnings Ratio

18.6x


Total Market Cap: CA$8.6bTotal Earnings: CA$464.3mTotal Revenue: CA$14.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 25.7x202420252026
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 29.9x which is higher than its 3-year average PE of 25.7x.
  • The 3-year average PS ratio of 0.98x 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 25% 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 Market0.31%
Consumer Discretionary-1.99%
Specialty Stores3.16%
Apparel Retail4.16%
Computer and Electronics Retail2.40%
Home Furnishing Retail0.71%
Automotive Retail0.67%
Specialty Stores-1.93%
Home Improvement Retail-6.18%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 38.1x.
    • Analysts are expecting annual earnings growth of 23.4%, which is lower than the prior year's growth of 108.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 23% over the next 5 years.
  • However this is lower than its past earnings growth rate of 108% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 2.8% 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$115.174.0%
+CA$509.2m		119.4%PE38.6x
GRGD Groupe DynamiteCA$75.954.5%
+CA$369.2m		423.8%PE42.3x
LNF Leon's FurnitureCA$25.751.6%
+CA$27.6m		9.6%PE11.3x
KITS Kits EyecareCA$14.513.3%
+CA$15.6m		16.9%PE158.6x
ROOT RootsCA$3.664.6%
+CA$6.3m		53.1%PS0.5x

Latest News

ACQ
CA$19.67
AutoCanada
7D
-1.7%
1Y
15.7%
AUTO
CA$0.065
Agereh Technologies
7D
-18.8%
1Y
-63.9%
PET
CA$21.39
Pet Valu Holdings
7D
-3.0%
1Y
-16.2%
KITS
CA$14.51
Kits Eyecare
7D
3.3%
1Y
16.9%
DIV
CA$4.13
Diversified Royalty
7D
2.2%
1Y
46.5%
GRGD
CA$75.95
Groupe Dynamite
7D
4.5%
1Y
423.8%
ATZ
CA$115.17
Aritzia
7D
4.0%
1Y
119.4%

ATZ: Higher Margin Execution Will Support Stronger Long Term Earnings Power

Aritzia's analyst price target has been raised to a range of CA$135 to CA$155, with analysts citing their updated assumptions for revenue growth, profit margins and forward P/E as key support for the higher valuations. Analyst Commentary Street research on Aritzia is skewed toward higher valuation ranges, with several bullish analysts lifting their price targets into the CA$135 to CA$155 band.
AWI
CA$0.65
Advent-AWI Holdings
7D
6.6%
1Y
n/a
XAU
CA$16.37
Goldmoney
7D
-5.7%
1Y
100.4%
LNF
CA$25.75
Leon's Furniture
7D
1.6%
1Y
9.6%
NXT
CA$0.13
NextGen Digital Platforms
7D
-3.7%
1Y
-56.7%
ROOT
CA$3.66
Roots
7D
4.6%
1Y
53.1%
GBT
CA$12.61
BMTC Group
7D
-2.9%
1Y
4.0%
BILD
CA$2.58
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7D
-6.2%
1Y
124.3%

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