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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies14
  • 7D2.5%
  • 3M19.9%
  • 1Y109.0%
  • YTD13.0%

Over the last 7 days, the Specialty Stores industry has risen 2.5%, driven by gains from Aritzia of 6.8%. Meanwhile, Groupe Dynamite actually underperformed within the industry, shrinking 5.8% in the last week. In the last 12 months, the industry was up 109%. 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
Sun, 14 Jun 2026CA$32.6bCA$15.1bCA$1.0b26.1x32.1x2.2x
Tue, 12 May 2026CA$33.3bCA$15.2bCA$1.0b22.2x32.5x2.2x
Thu, 09 Apr 2026CA$27.8bCA$14.9bCA$951.7m20.1x29.2x1.9x
Sat, 07 Mar 2026CA$30.0bCA$15.0bCA$896.1m23.9x33.5x2x
Mon, 02 Feb 2026CA$26.7bCA$14.9bCA$900.3m22.3x29.7x1.8x
Wed, 31 Dec 2025CA$28.8bCA$14.6bCA$835.3m20.5x34.5x2x
Fri, 28 Nov 2025CA$27.1bCA$14.5bCA$794.8m21x34.1x1.9x
Sun, 26 Oct 2025CA$25.5bCA$14.6bCA$795.0m21.1x32.1x1.7x
Tue, 23 Sep 2025CA$23.9bCA$14.4bCA$747.0m23x32x1.7x
Thu, 21 Aug 2025CA$20.0bCA$14.3bCA$725.6m20.5x27.5x1.4x
Sat, 19 Jul 2025CA$18.3bCA$14.3bCA$701.1m20.5x26.1x1.3x
Mon, 16 Jun 2025CA$15.5bCA$14.0bCA$628.6m16.3x24.7x1.1x
Wed, 14 May 2025CA$14.9bCA$14.0bCA$641.3m15.8x23.2x1.1x
Fri, 11 Apr 2025CA$11.5bCA$13.7bCA$546.2m13.6x21.1x0.8x
Sun, 09 Mar 2025CA$13.6bCA$14.5bCA$504.1m21.8x27x0.9x
Tue, 04 Feb 2025CA$15.1bCA$14.5bCA$482.6m17.5x31.3x1x
Thu, 02 Jan 2025CA$14.6bCA$14.4bCA$451.7m18.2x32.2x1x
Sat, 30 Nov 2024CA$12.9bCA$14.3bCA$426.4m19.7x30.4x0.9x
Mon, 28 Oct 2024CA$10.4bCA$13.5bCA$329.0m22.6x31.7x0.8x
Wed, 25 Sep 2024CA$12.6bCA$14.6bCA$381.4m22.6x33.1x0.9x
Fri, 23 Aug 2024CA$11.8bCA$14.6bCA$353.7m30.7x33.4x0.8x
Sun, 21 Jul 2024CA$11.6bCA$14.7bCA$427.5m23x27.2x0.8x
Tue, 18 Jun 2024CA$10.3bCA$14.9bCA$459.8m21.1x22.5x0.7x
Thu, 16 May 2024CA$10.2bCA$15.9bCA$416.6m14.3x24.4x0.6x
Sat, 13 Apr 2024CA$10.6bCA$15.9bCA$429.4m15x24.6x0.7x
Mon, 11 Mar 2024CA$10.7bCA$15.9bCA$409.1m19.2x26.1x0.7x
Wed, 07 Feb 2024CA$10.6bCA$14.8bCA$538.7m16.4x19.7x0.7x
Fri, 05 Jan 2024CA$9.0bCA$14.9bCA$468.8m15.8x19.1x0.6x
Sun, 03 Dec 2023CA$8.6bCA$14.9bCA$492.5m15.4x17.5x0.6x
Tue, 31 Oct 2023CA$8.1bCA$15.9bCA$465.7m13.8x17.3x0.5x
Thu, 28 Sep 2023CA$8.2bCA$16.0bCA$507.9m11.5x16.1x0.5x
Sat, 26 Aug 2023CA$8.7bCA$16.0bCA$521.5m12.8x16.7x0.5x
Mon, 24 Jul 2023CA$7.3bCA$14.7bCA$438.6m13.4x16.6x0.5x
Wed, 21 Jun 2023CA$8.1bCA$14.6bCA$479.9m8.9x16.9x0.6x
Price to Earnings Ratio

16.9x


Total Market Cap: CA$8.1bTotal Earnings: CA$479.9mTotal Revenue: CA$14.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 26.6x202420252026
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 31.8x which is higher than its 3-year average PE of 26.6x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 28% 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 Market1.43%
Consumer Discretionary2.83%
Specialty Stores2.51%
Apparel Retail2.86%
Specialty Stores2.21%
Automotive Retail0.77%
Home Furnishing Retail0.50%
Home Improvement Retail-9.27%
Computer and Electronics Retail-16.60%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 39.5x.
    • Analysts are expecting annual earnings growth of 21.0%, which is lower than the prior year's growth of 85.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 21% over the next 5 years.
  • However this is lower than its past earnings growth rate of 85% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 3.2% 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$168.526.8%
+CA$1.2b		158.5%PE50.6x
PET Pet Valu HoldingsCA$18.961.7%
+CA$21.8m		-39.6%PE13.4x
GBT BMTC GroupCA$13.244.1%
+CA$16.5m		0.7%PE9.5x
KITS Kits EyecareCA$14.143.1%
+CA$14.6m		4.9%PE138.1x
ACQ AutoCanadaCA$21.721.6%
+CA$8.1m		-0.7%PE55.9x

Latest News

GBT
CA$13.24
BMTC Group
7D
4.1%
1Y
0.7%
ROOT
CA$4.50
Roots
7D
-1.5%
1Y
35.5%
KITS
CA$14.14
Kits Eyecare
7D
3.1%
1Y
4.9%
ACQ
CA$21.72
AutoCanada
7D
1.6%
1Y
-0.7%
BILD
CA$2.74
BuildDirect.com Technologies
7D
-9.3%
1Y
121.0%
GRGD
CA$69.17
Groupe Dynamite
7D
-5.8%
1Y
309.5%
DIV
CA$4.70
Diversified Royalty
7D
0.2%
1Y
60.4%
AWI
CA$0.56
Advent-AWI Holdings
7D
-25.3%
1Y
n/a
ATZ
CA$168.52
Aritzia
7D
6.8%
1Y
158.5%
Narrative Update • Jun 05

ATZ: Future P/E Discipline And Execution Will Anchor Balanced Risk Reward

Aritzia's updated analyst price target has shifted to CA$178 from CA$151.64, with analysts pointing to refreshed assumptions for revenue growth, profit margins and future P/E, supported by a series of recent target raises from firms including CIBC, Stifel, Canaccord, RBC Capital, TD Securities and National Bank. Analyst Commentary Recent price target revisions and a new bullish initiation give a clearer picture of how analysts are framing Aritzia's risk and reward.
PET
CA$18.96
Pet Valu Holdings
7D
1.7%
1Y
-39.6%
Narrative Update • Jun 04

PET: Buybacks And 2026 Margin Plan Will Support Repriced Upside Potential

Analysts have reduced the average price target for Pet Valu to a range of about CA$17 to CA$26, down from prior targets as high as CA$34, citing the recent Q1 earnings miss, lowered fiscal 2026 guidance, and increased operational risk. Analyst Commentary Recent research notes show that analysts are reassessing Pet Valu's risk and reward profile after the Q1 earnings miss and reduced fiscal 2026 guidance, which have fed directly into lower price targets and some rating changes.
LNF
CA$24.53
Leon's Furniture
7D
-0.4%
1Y
-11.3%
DPF
CA$0.13
Dr. Phone Fix Canada
7D
-7.1%
1Y
-53.6%
AUTO
CA$0.05
Agereh Technologies
7D
-9.1%
1Y
-44.4%
XAU
CA$15.81
Goldmoney
7D
3.3%
1Y
83.8%
NIC
CA$0.065
Delota
7D
-7.1%
1Y
-31.6%
NXT
CA$0.12
NextGen Digital Platforms
7D
4.5%
1Y
-79.5%