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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedDec 21, 2024
DataAggregated Company Financials
Companies14
  • 7D2.9%
  • 3M2.7%
  • 1Y39.8%
  • YTD34.8%

The Specialty Stores is pretty flat in the last 7 days, but Aritzia has stood out, gaining 7.1%. The past year has been better, since the industry has gained 36% in that time. Earnings are forecast to grow by 40% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Dec 2024CA$14.3bCA$14.4bCA$450.6m18.6x31.8x1x
Mon, 18 Nov 2024CA$10.7bCA$13.5bCA$298.5m21.4x35.9x0.8x
Wed, 16 Oct 2024CA$11.0bCA$13.7bCA$332.0m25.1x33.1x0.8x
Fri, 13 Sep 2024CA$12.1bCA$14.6bCA$354.3m29.2x34.1x0.8x
Sun, 11 Aug 2024CA$11.5bCA$14.7bCA$431.4m27x26.6x0.8x
Tue, 09 Jul 2024CA$10.6bCA$14.6bCA$429.2m22.8x24.6x0.7x
Thu, 06 Jun 2024CA$10.2bCA$14.9bCA$497.3m14x20.5x0.7x
Sat, 04 May 2024CA$10.7bCA$15.8bCA$412.4m14.7x25.9x0.7x
Mon, 01 Apr 2024CA$11.2bCA$15.9bCA$427.9m15.1x26.1x0.7x
Wed, 28 Feb 2024CA$10.4bCA$15.7bCA$457.1m16.5x22.9x0.7x
Fri, 26 Jan 2024CA$10.2bCA$14.9bCA$441.1m16x23.1x0.7x
Sun, 24 Dec 2023CA$9.2bCA$14.9bCA$469.4m15.8x19.6x0.6x
Tue, 21 Nov 2023CA$8.4bCA$14.9bCA$486.8m14.9x17.3x0.6x
Thu, 19 Oct 2023CA$8.4bCA$15.9bCA$465.8m13.6x18x0.5x
Sat, 16 Sep 2023CA$8.6bCA$16.0bCA$507.9m12x16.9x0.5x
Mon, 14 Aug 2023CA$8.8bCA$16.0bCA$519.6m12.4x17x0.6x
Wed, 12 Jul 2023CA$8.0bCA$14.6bCA$454.4m14.7x17.6x0.5x
Fri, 09 Jun 2023CA$8.1bCA$14.7bCA$442.6m12.7x18.3x0.6x
Sun, 07 May 2023CA$8.3bCA$14.7bCA$444.8m11.8x18.7x0.6x
Tue, 04 Apr 2023CA$8.7bCA$14.4bCA$464.3m8.4x18.6x0.6x
Thu, 02 Mar 2023CA$8.7bCA$14.0bCA$544.8m8.8x16x0.6x
Sat, 28 Jan 2023CA$9.1bCA$12.9bCA$590.0m9.1x15.5x0.7x
Mon, 26 Dec 2022CA$8.9bCA$12.7bCA$573.3m9x15.6x0.7x
Wed, 23 Nov 2022CA$9.2bCA$12.8bCA$615.6m7.3x15x0.7x
Fri, 21 Oct 2022CA$9.1bCA$13.5bCA$626.0m7.5x14.6x0.7x
Sun, 18 Sep 2022CA$9.2bCA$13.3bCA$620.3m8.4x14.8x0.7x
Tue, 16 Aug 2022CA$9.3bCA$13.3bCA$678.5m7x13.7x0.7x
Thu, 14 Jul 2022CA$7.9bCA$12.7bCA$663.5m8.2x11.9x0.6x
Sat, 11 Jun 2022CA$8.0bCA$12.5bCA$615.5m8.3x13x0.6x
Mon, 09 May 2022CA$8.8bCA$12.5bCA$636.0m8.2x13.9x0.7x
Wed, 06 Apr 2022CA$10.1bCA$11.9bCA$632.9m10.1x15.9x0.8x
Fri, 04 Mar 2022CA$10.0bCA$11.5bCA$576.0m8.2x17.3x0.9x
Sun, 30 Jan 2022CA$12.1bCA$11.5bCA$558.4m9.2x21.7x1.1x
Tue, 28 Dec 2021CA$11.5bCA$11.3bCA$523.9m9.4x21.9x1x
Price to Earnings Ratio

21.9x


Total Market Cap: CA$11.5bTotal Earnings: CA$523.9mTotal Revenue: CA$11.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 20x202220232024
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 31.7x which is higher than its 3-year average PE of 20.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 4.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.5% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

CA Market-2.58%
Consumer Discretionary-1.66%
Specialty Stores2.90%
Computer and Electronics Retail15.15%
Apparel Retail5.24%
Home Furnishing Retail0.16%
Specialty Stores-0.99%
Home Improvement Retail-2.13%
Automotive Retail-3.90%
Industry PE
  • Investors are most optimistic about the Computer and Electronics Retail industry which is trading above its 3-year average PE ratio of 32.9x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 49% over the next 5 years.
  • However this is lower than its past earnings growth rate of 67% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 5.9% 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$53.957.1%
+CA$473.7m
91.2%PE70.6x
GRGD Groupe DynamiteCA$21.000.2%
+CA$5.4m
n/aPE16.9x
GBT BMTC GroupCA$13.001.0%
+CA$4.2m
3.7%PE9.6x
NXT NextGen Digital PlatformsCA$0.4178.3%
+CA$2.1m
n/aPS3175.5x
XAU GoldmoneyCA$7.920.8%
+CA$789.2k
1.7%PS1.3x
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Latest News

DIV

CA$2.91

Diversified Royalty

7D

-2.3%

1Y

6.6%

GRGD

CA$21.00

Groupe Dynamite

7D

0.2%

1Y

n/a

LNF

CA$26.23

Leon's Furniture

7D

-0.04%

1Y

37.5%

GBT

CA$13.00

BMTC Group

7D

1.0%

1Y

3.7%

ROOT

CA$2.20

Roots

7D

-0.5%

1Y

-12.7%

ATZ

CA$53.95

Aritzia

7D

7.1%

1Y

91.2%

AUTO

CA$0.05

Carbeeza

7D

-23.1%

1Y

-52.4%

BILD

CA$0.46

BuildDirect.com Technologies

7D

-2.1%

1Y

-16.4%

NXT

CA$0.41

NextGen Digital Platforms

7D

78.3%

1Y

n/a

ACQ

CA$17.35

AutoCanada

7D

-5.7%

1Y

-18.5%

XAU

CA$7.92

Goldmoney

7D

0.8%

1Y

1.7%

NIC

CA$0.085

Delota

7D

13.3%

1Y

-22.7%

IDG

CA$2.49

Indigo Books & Music

7D

0.4%

1Y

31.1%