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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies14
  • 7D-0.3%
  • 3M5.9%
  • 1Y63.8%
  • YTD2.1%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably Kits Eyecare gained 12%. The past year has been better, since the industry has gained 64% in that time. 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
Fri, 03 Jul 2026CA$29.4bCA$15.2bCA$1.1b21.8x27.7x1.9x
Sun, 31 May 2026CA$31.7bCA$15.1bCA$1.0b27.8x31.4x2.1x
Tue, 28 Apr 2026CA$32.2bCA$14.9bCA$986.7m22.2x32.6x2.2x
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
Price to Earnings Ratio

17.8x


Total Market Cap: CA$8.1bTotal Earnings: CA$454.3mTotal Revenue: CA$14.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 26.8x202420252026
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 26.8x.
  • 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 Market0.037%
Consumer Discretionary-0.85%
Specialty Stores-0.31%
Specialty Stores4.84%
Home Improvement Retail1.89%
Home Furnishing Retail-0.16%
Apparel Retail-0.59%
Automotive Retail-2.60%
Computer and Electronics Retail-4.65%
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
PET Pet Valu HoldingsCA$18.885.8%
+CA$70.8m		-44.3%PE13.4x
KITS Kits EyecareCA$13.8511.0%
+CA$46.6m		-9.8%PE135.2x
LNF Leon's FurnitureCA$24.060.9%
+CA$14.5m		-10.4%PE10.7x
BILD BuildDirect.com TechnologiesCA$2.670.8%
+CA$967.0k		86.7%PS1.4x
GBT BMTC GroupCA$13.000.2%
+CA$954.0k		-10.3%PE9.3x

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-7.1%
1Y
99.1%
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LNF
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Leon's Furniture
7D
0.9%
1Y
-10.4%
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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.
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ACQ
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ROOT
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PET
CA$18.88
Pet Valu Holdings
7D
5.8%
1Y
-44.3%
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.
NIC
CA$0.065
Delota
7D
-13.3%
1Y
-31.6%
GBT
CA$13.00
BMTC Group
7D
0.2%
1Y
-10.3%
KITS
CA$13.85
Kits Eyecare
7D
11.0%
1Y
-9.8%
BILD
CA$2.67
BuildDirect.com Technologies
7D
0.8%
1Y
86.7%
AUTO
CA$0.04
Agereh Technologies
7D
-11.1%
1Y
-52.9%