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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies14
  • 7D-1.1%
  • 3M-5.2%
  • 1Y117.6%
  • YTD-5.7%

Over the last 7 days, the Specialty Stores industry has dropped 1.1%, driven by a pullback from Aritzia of 0.4%. In contrast, PesoRama has gained 10%. This takes the industry's 12 month performance to a gain of 118%. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Mar 2026CA$27.7bCA$15.0bCA$896.0m21.5x30.9x1.8x
Thu, 12 Feb 2026CA$28.4bCA$15.0bCA$915.3m23.3x31.1x1.9x
Sat, 10 Jan 2026CA$30.1bCA$14.9bCA$900.1m21.1x33.4x2x
Mon, 08 Dec 2025CA$28.0bCA$14.5bCA$792.8m21.5x35.3x1.9x
Wed, 05 Nov 2025CA$26.0bCA$14.6bCA$796.7m21.1x32.6x1.8x
Fri, 03 Oct 2025CA$23.0bCA$14.4bCA$747.0m22.6x30.8x1.6x
Sun, 31 Aug 2025CA$20.7bCA$14.3bCA$725.1m21.4x28.5x1.4x
Tue, 29 Jul 2025CA$18.6bCA$14.3bCA$701.1m20.5x26.5x1.3x
Thu, 26 Jun 2025CA$17.0bCA$14.1bCA$632.0m20x26.9x1.2x
Sat, 24 May 2025CA$14.9bCA$14.0bCA$643.0m15.9x23.1x1.1x
Mon, 21 Apr 2025CA$11.5bCA$13.7bCA$551.7m14.1x20.9x0.8x
Wed, 19 Mar 2025CA$12.4bCA$14.5bCA$500.7m19.8x24.9x0.9x
Fri, 14 Feb 2025CA$15.2bCA$14.5bCA$482.7m17.6x31.6x1.1x
Sun, 12 Jan 2025CA$16.3bCA$14.5bCA$482.6m18x33.8x1.1x
Tue, 10 Dec 2024CA$14.3bCA$14.3bCA$426.4m19.5x33.6x1x
Thu, 07 Nov 2024CA$10.6bCA$13.5bCA$334.1m21.9x31.8x0.8x
Sat, 05 Oct 2024CA$11.5bCA$13.7bCA$307.9m23.3x37.3x0.8x
Mon, 02 Sep 2024CA$12.1bCA$14.6bCA$354.4m29.3x34.1x0.8x
Wed, 31 Jul 2024CA$11.9bCA$14.7bCA$427.4m22.9x27.9x0.8x
Fri, 28 Jun 2024CA$10.4bCA$14.7bCA$427.2m22.6x24.3x0.7x
Sun, 26 May 2024CA$10.0bCA$15.9bCA$414.8m14x24.1x0.6x
Tue, 23 Apr 2024CA$10.4bCA$15.9bCA$429.5m14.5x24.1x0.7x
Thu, 21 Mar 2024CA$11.0bCA$15.9bCA$409.1m19.8x27x0.7x
Sat, 17 Feb 2024CA$10.6bCA$15.7bCA$454.1m16.2x23.4x0.7x
Mon, 15 Jan 2024CA$10.1bCA$14.9bCA$441.2m15.9x22.8x0.7x
Wed, 13 Dec 2023CA$8.3bCA$14.9bCA$468.4m15.3x17.7x0.6x
Fri, 10 Nov 2023CA$8.6bCA$14.8bCA$507.3m15.4x17x0.6x
Sun, 08 Oct 2023CA$8.2bCA$15.9bCA$465.9m13.5x17.7x0.5x
Tue, 05 Sep 2023CA$8.8bCA$16.0bCA$520.9m12.6x16.9x0.6x
Thu, 03 Aug 2023CA$7.2bCA$15.0bCA$445.3m16x16.2x0.5x
Sat, 01 Jul 2023CA$8.4bCA$14.6bCA$454.3m15.7x18.5x0.6x
Mon, 29 May 2023CA$8.1bCA$14.7bCA$432.3m12.5x18.8x0.6x
Wed, 26 Apr 2023CA$8.6bCA$14.3bCA$450.2m9.1x19x0.6x
Fri, 24 Mar 2023CA$8.2bCA$14.3bCA$482.6m8.1x17x0.6x
Price to Earnings Ratio

17x


Total Market Cap: CA$8.2bTotal Earnings: CA$482.6mTotal Revenue: CA$14.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 25.6x202420252026
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 30.9x which is higher than its 3-year average PE of 25.6x.
  • The 3-year average PS ratio of 0.97x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 23% 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-1.85%
Consumer Discretionary-2.18%
Specialty Stores-1.08%
Home Improvement Retail4.17%
Apparel Retail0.0087%
Computer and Electronics Retail0%0
Home Furnishing Retail-4.85%
Specialty Stores-5.31%
Automotive Retail-5.68%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 38.0x.
    • Analysts are expecting annual earnings growth of 23.9%, which is lower than the prior year's growth of 108.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 33% over the next 5 years.
  • This is better than its past earnings decline of 19% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 2.8% 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$115.093.2%
+CA$331.7m		122.1%PE38.5x
GRGD Groupe DynamiteCA$78.850.4%
+CA$24.8m		490.6%PE44x
PESO PesoRamaCA$0.3913.0%
+CA$7.7m		225.0%PS2.7x
ROOT RootsCA$3.433.0%
+CA$3.9m		52.4%PS0.5x

Latest News

XAU
CA$17.29
Goldmoney
7D
-2.8%
1Y
97.4%
PET
CA$22.74
Pet Valu Holdings
7D
-5.9%
1Y
-7.0%

PET: Store Expansion And Wholesale Mix Shifts Will Support Future Upside

The analyst fair value estimate for Pet Valu Holdings has shifted to CA$32.15 from CA$38.20. This reflects a series of lower Street price targets around CA$28 to CA$34, as analysts factor in softer Q4 demand, a more competitive promotional backdrop, and guidance that fell below prior expectations.
DIV
CA$4.03
Diversified Royalty
7D
-0.5%
1Y
47.6%
KITS
CA$14.30
Kits Eyecare
7D
-4.8%
1Y
52.3%
ACQ
CA$20.36
AutoCanada
7D
-7.0%
1Y
30.7%
ATZ
CA$115.09
Aritzia
7D
3.2%
1Y
122.1%

ATZ: Higher Margin Outlook Will Support Stronger Long Term Earnings Power

Aritzia's fair value estimate has been raised from CA$150.0 to CA$168.0, reflecting analysts' higher price targets, including recent moves to CA$148 to CA$155. This change also incorporates updated assumptions for slightly stronger revenue growth, modestly higher profit margins, and a lower future P/E multiple.
LNF
CA$25.51
Leon's Furniture
7D
-5.2%
1Y
9.9%
ROOT
CA$3.43
Roots
7D
3.0%
1Y
52.4%
GRGD
CA$78.85
Groupe Dynamite
7D
0.4%
1Y
490.6%
PESO
CA$0.39
PesoRama
7D
13.0%
1Y
225.0%
GBT
CA$13.20
BMTC Group
7D
-0.5%
1Y
12.9%
BILD
CA$2.65
BuildDirect.com Technologies
7D
-3.6%
1Y
99.2%

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