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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedJun 27, 2026
DataAggregated Company Financials
Companies14
  • 7D-0.3%
  • 3M17.2%
  • 1Y73.4%
  • YTD4.3%

Last week, the Specialty Stores industry hasn't moved much but Groupe Dynamite is up 9.2% in that time. As for the the longer term, the industry is up 73% over the past 12 months. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Jun 2026CA$29.5bCA$15.2bCA$1.1b22.2x27.8x1.9x
Mon, 25 May 2026CA$29.8bCA$15.1bCA$1.0b27.5x29.5x2x
Wed, 22 Apr 2026CA$33.0bCA$14.9bCA$986.7m21.9x33.4x2.2x
Fri, 20 Mar 2026CA$27.0bCA$14.8bCA$896.3m18.3x30.1x1.8x
Sun, 15 Feb 2026CA$29.5bCA$15.0bCA$915.3m23.4x32.2x2x
Tue, 13 Jan 2026CA$31.4bCA$14.9bCA$900.1m21.3x34.8x2.1x
Thu, 11 Dec 2025CA$28.8bCA$14.5bCA$792.8m21.6x36.3x2x
Sat, 08 Nov 2025CA$24.1bCA$14.7bCA$807.4m19.7x29.9x1.6x
Mon, 06 Oct 2025CA$23.7bCA$14.4bCA$747.0m23x31.7x1.6x
Wed, 03 Sep 2025CA$20.7bCA$14.3bCA$725.0m21.6x28.5x1.4x
Fri, 01 Aug 2025CA$18.7bCA$14.3bCA$701.1m20.5x26.6x1.3x
Sun, 29 Jun 2025CA$17.1bCA$14.1bCA$632.0m20x27.1x1.2x
Tue, 27 May 2025CA$15.0bCA$14.0bCA$643.0m15.9x23.3x1.1x
Thu, 24 Apr 2025CA$11.9bCA$13.7bCA$551.6m14.4x21.5x0.9x
Sat, 22 Mar 2025CA$12.6bCA$13.7bCA$586.3m17.2x21.6x0.9x
Mon, 17 Feb 2025CA$15.0bCA$14.5bCA$479.6m17.4x31.3x1x
Wed, 15 Jan 2025CA$14.7bCA$14.5bCA$482.6m18.4x30.5x1x
Fri, 13 Dec 2024CA$14.5bCA$14.4bCA$428.2m19.2x33.7x1x
Sun, 10 Nov 2024CA$10.6bCA$13.5bCA$318.4m21.2x33.3x0.8x
Tue, 08 Oct 2024CA$11.6bCA$13.7bCA$307.9m23.3x37.6x0.8x
Thu, 05 Sep 2024CA$11.9bCA$14.6bCA$354.4m29.3x33.6x0.8x
Sat, 03 Aug 2024CA$11.9bCA$14.7bCA$430.6m23.1x27.6x0.8x
Mon, 01 Jul 2024CA$10.6bCA$14.7bCA$427.2m23x24.8x0.7x
Wed, 29 May 2024CA$10.0bCA$15.9bCA$414.8m14x24.2x0.6x
Fri, 26 Apr 2024CA$10.4bCA$15.9bCA$429.5m14.4x24.3x0.7x
Sun, 24 Mar 2024CA$11.1bCA$15.9bCA$422.7m14.3x26.3x0.7x
Tue, 20 Feb 2024CA$10.7bCA$15.7bCA$454.1m16.2x23.6x0.7x
Thu, 18 Jan 2024CA$9.9bCA$14.9bCA$441.1m15.7x22.5x0.7x
Sat, 16 Dec 2023CA$8.9bCA$14.9bCA$468.5m15.5x19x0.6x
Mon, 13 Nov 2023CA$8.4bCA$14.8bCA$486.2m15.3x17.2x0.6x
Wed, 11 Oct 2023CA$8.4bCA$15.9bCA$465.9m13.5x18x0.5x
Fri, 08 Sep 2023CA$8.6bCA$16.0bCA$520.8m12.2x16.6x0.5x
Sun, 06 Aug 2023CA$7.2bCA$15.0bCA$445.3m16.2x16.2x0.5x
Tue, 04 Jul 2023CA$8.4bCA$14.6bCA$454.4m15.7x18.5x0.6x
Price to Earnings Ratio

18.5x


Total Market Cap: CA$8.4bTotal Earnings: CA$454.4mTotal Revenue: CA$14.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 26.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the Canadian Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 26.7x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 33% 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 Market-0.37%
Consumer Discretionary1.77%
Specialty Stores-0.32%
Specialty Stores0.35%
Apparel Retail-0.21%
Home Furnishing Retail-0.46%
Automotive Retail-2.57%
Home Improvement Retail-2.59%
Computer and Electronics Retail-5.12%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 39.7x.
    • Analysts are expecting annual earnings growth of 21.4%, which is lower than the prior year's growth of 91.6% 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 92% 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
GRGD Groupe DynamiteCA$56.799.2%
+CA$523.1m		117.3%PE22.5x
ACQ AutoCanadaCA$22.702.0%
+CA$10.1m		3.9%PE58.5x
KITS Kits EyecareCA$13.062.1%
+CA$9.2m		-10.2%PE127.5x
GBT BMTC GroupCA$12.971.9%
+CA$7.6m		-6.3%PE9.3x
PET Pet Valu HoldingsCA$18.150.4%
+CA$4.8m		-44.4%PE12.9x

Latest News

LNF
CA$24.10
Leon's Furniture
7D
-1.0%
1Y
-11.9%
Narrative Update • Jun 26

LNF: Edmonton Distribution Investment Will Support Long Term Efficiency And Earnings Potential

Leon's Furniture now carries a lower implied fair value of CA$27.00, with analysts trimming their price targets by CA$2 to CA$3 in response to updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on Leon's Furniture points to a more cautious stance, with several bearish analysts cutting their price targets by CA$2 to CA$3.
GRGD
CA$56.79
Groupe Dynamite
7D
9.2%
1Y
117.3%
Narrative Update • Jun 26

GRGD: Robust New Store Performance Will Support Future Earnings Resilience

Groupe Dynamite’s analyst-derived fair value estimate has shifted from CA$106.77 to CA$87.54, as analysts trim price targets and temper revenue growth expectations while still pointing to solid profitability and resilient new store performance. Analyst Commentary Recent Street research on Groupe Dynamite reflects a reset in expectations, with multiple firms trimming price targets while still highlighting solid execution and profitability.
DIV
CA$4.66
Diversified Royalty
7D
-5.3%
1Y
47.9%
ACQ
CA$22.70
AutoCanada
7D
2.0%
1Y
3.9%
Narrative Update • Jun 26

ACQ: Collision Expansion And Digital Partnership Will Shape A Measured Outlook

Analysts have lifted their fair value estimate for AutoCanada stock to CA$23.06 from CA$18.00, aligning with a new Street price target of CA$23 that reflects updated assumptions on discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for AutoCanada AutoCanada completed the acquisition of Mascarin Collision Centre in Thunder Bay, Ontario, adding an OEM certified collision repair business with certifications across more than 10 brands, including Volkswagen, Honda, Toyota, Ford, General Motors, and Subaru.
XAU
CA$14.80
Goldmoney
7D
-3.6%
1Y
70.7%
ATZ
CA$158.22
Aritzia
7D
-3.0%
1Y
128.0%
ROOT
CA$4.05
Roots
7D
1.8%
1Y
33.7%
Analysis Article • Jun 20

Roots' (TSE:ROOT) Strong Earnings Are Of Good Quality

Even though Roots Corporation ( TSE:ROOT ) posted strong earnings, investors appeared to be underwhelmed. We did some...
PET
CA$18.15
Pet Valu Holdings
7D
0.4%
1Y
-44.4%
Narrative Update • Jun 19

PET: 2026 Margin Reset And Buybacks Will Support Future Upside Potential

Analysts have trimmed their average price targets on Pet Valu Holdings, with recent cuts into a CA$17 to CA$26 range. Updated views reflect Q1 earnings and guidance, as well as operational risks cited in research commentary.
GBT
CA$12.97
BMTC Group
7D
1.9%
1Y
-6.3%
KITS
CA$13.06
Kits Eyecare
7D
2.1%
1Y
-10.2%
BILD
CA$2.63
BuildDirect.com Technologies
7D
-2.6%
1Y
66.5%
DPF
CA$0.13
Dr. Phone Fix Canada
7D
-3.7%
1Y
-44.7%
NXT
CA$0.10
NextGen Digital Platforms
7D
-12.5%
1Y
-83.1%