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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies14
  • 7D2.0%
  • 3M24.1%
  • 1Y113.5%
  • YTD112.7%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably Aritzia gained 3.9%. As for the the longer term, the industry is up 113% over the past 12 months. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Dec 2025CA$29.1bCA$14.6bCA$835.5m21.2x34.8x2x
Fri, 21 Nov 2025CA$24.8bCA$14.5bCA$794.8m20.3x31.2x1.7x
Sun, 19 Oct 2025CA$24.6bCA$14.6bCA$795.0m21.1x30.9x1.7x
Tue, 16 Sep 2025CA$22.7bCA$14.4bCA$747.0m22.2x30.4x1.6x
Thu, 14 Aug 2025CA$20.0bCA$14.4bCA$711.0m20.8x28.1x1.4x
Sat, 12 Jul 2025CA$18.0bCA$14.1bCA$674.5m20.6x26.7x1.3x
Mon, 09 Jun 2025CA$15.8bCA$14.0bCA$627.6m16.5x25.1x1.1x
Wed, 07 May 2025CA$13.4bCA$14.0bCA$631.3m14.4x21.2x1x
Fri, 04 Apr 2025CA$12.8bCA$13.7bCA$582.5m17.6x22x0.9x
Sun, 02 Mar 2025CA$14.5bCA$14.5bCA$500.7m17x28.9x1x
Tue, 28 Jan 2025CA$15.4bCA$14.5bCA$482.6m18.1x31.9x1.1x
Thu, 26 Dec 2024CA$14.6bCA$14.4bCA$450.6m18.1x32.3x1x
Sat, 23 Nov 2024CA$12.7bCA$14.3bCA$426.3m19.5x29.8x0.9x
Mon, 21 Oct 2024CA$10.9bCA$13.7bCA$332.0m25.1x33x0.8x
Wed, 18 Sep 2024CA$12.3bCA$14.6bCA$370.5m23x33.3x0.8x
Fri, 16 Aug 2024CA$11.6bCA$14.6bCA$353.6m35.7x32.7x0.8x
Sun, 14 Jul 2024CA$11.6bCA$14.7bCA$427.5m22.8x27.2x0.8x
Tue, 11 Jun 2024CA$10.4bCA$14.9bCA$459.8m21.4x22.7x0.7x
Thu, 09 May 2024CA$10.7bCA$15.8bCA$409.9m14.7x26.1x0.7x
Sat, 06 Apr 2024CA$10.9bCA$15.9bCA$427.9m15.1x25.5x0.7x
Mon, 04 Mar 2024CA$10.6bCA$15.7bCA$457.1m17.8x23.2x0.7x
Wed, 31 Jan 2024CA$10.2bCA$14.9bCA$441.2m16.4x23.1x0.7x
Fri, 29 Dec 2023CA$9.2bCA$14.9bCA$469.5m15.7x19.6x0.6x
Sun, 26 Nov 2023CA$8.4bCA$14.9bCA$487.4m15.2x17.2x0.6x
Tue, 24 Oct 2023CA$8.2bCA$15.9bCA$465.8m13.5x17.7x0.5x
Thu, 21 Sep 2023CA$8.4bCA$16.0bCA$508.0m11.7x16.6x0.5x
Sat, 19 Aug 2023CA$8.9bCA$16.0bCA$521.5m12.6x17x0.6x
Mon, 17 Jul 2023CA$7.2bCA$14.7bCA$438.6m13.3x16.5x0.5x
Wed, 14 Jun 2023CA$8.2bCA$14.6bCA$479.8m9.1x17x0.6x
Fri, 12 May 2023CA$8.2bCA$14.7bCA$442.3m11.8x18.5x0.6x
Sun, 09 Apr 2023CA$8.4bCA$14.3bCA$459.2m8x18.3x0.6x
Tue, 07 Mar 2023CA$8.6bCA$14.1bCA$502.6m8.5x17x0.6x
Thu, 02 Feb 2023CA$9.4bCA$12.9bCA$588.5m9x15.9x0.7x
Sat, 31 Dec 2022CA$8.9bCA$12.7bCA$573.3m9.2x15.5x0.7x
Price to Earnings Ratio

15.5x


Total Market Cap: CA$8.9bTotal Earnings: CA$573.3mTotal Revenue: CA$12.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 24.3x202320242025
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 34.4x which is higher than its 3-year average PE of 24.3x.
  • The 3-year average PS ratio of 0.87x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 4.7% 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 Market2.23%
Consumer Discretionary1.25%
Specialty Stores2.03%
Computer and Electronics Retail3.90%
Automotive Retail3.17%
Apparel Retail2.62%
Home Improvement Retail2.22%
Home Furnishing Retail0.18%
Specialty Stores-1.71%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 36.5x.
    • Analysts are expecting annual earnings growth of 21.1%, which is lower than the prior year's growth of 116.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings growth rate of 12% 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$117.193.4%
+CA$442.0m		120.7%PE47.9x
GRGD Groupe DynamiteCA$84.971.5%
+CA$136.5m		315.7%PE45.2x
ACQ AutoCanadaCA$23.758.3%
+CA$42.0m		35.7%PE25.9x
KITS Kits EyecareCA$17.645.4%
+CA$29.2m		110.0%PE101.6x
GBT BMTC GroupCA$12.883.0%
+CA$11.8m		-4.6%PE14.3x

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ATZ
CA$117.19
Aritzia
7D
3.4%
1Y
120.7%

ATZ: Fair Value Outlook Will Reflect Strengthening Brand Momentum

Aritzia's fair value estimate has been raised from about C$93 to C$136, reflecting analysts' increasingly optimistic outlook on the retailer's revenue growth potential and their willingness to assign a higher future earnings multiple, as evidenced by a series of upward price target revisions across the Street. Analyst Commentary Bullish analysts have steadily lifted their price targets on Aritzia in recent weeks, underscoring growing conviction that the company can deliver above consensus revenue growth and margin expansion.
DIV
CA$3.69
Diversified Royalty
7D
-0.8%
1Y
27.2%
GRGD
CA$84.97
Groupe Dynamite
7D
1.5%
1Y
315.7%
ACQ
CA$23.75
AutoCanada
7D
8.3%
1Y
35.7%
GBT
CA$12.88
BMTC Group
7D
3.0%
1Y
-4.6%
PET
CA$27.83
Pet Valu Holdings
7D
-3.8%
1Y
14.9%

PET: Nationwide Delivery And Premium Nutrition Expansion Will Drive Medium-Term Upside

Pet Valu Holdings' analyst price target has been revised modestly lower, with cuts from C$42 to C$36, C$43 to C$40, C$40 to C$37, and C$44 to C$40, as analysts factor in a slightly higher discount rate and more tempered valuation multiples while maintaining generally positive ratings on the shares. Analyst Commentary Bullish analysts continue to view Pet Valu Holdings as a fundamentally sound growth story, focusing on resilient demand in the pet care category and the company’s ability to execute on its store expansion and merchandising strategies, even within a more conservative valuation framework.
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8.6%
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-0.4%
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