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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedJun 04, 2026
DataAggregated Company Financials
Companies14
  • 7D4.2%
  • 3M11.6%
  • 1Y102.1%
  • YTD13.5%

The Specialty Stores industry is up 2.2% in the last week, with Aritzia up 4.8%. This takes the industry's 12 month performance to a gain of 101%. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 04 Jun 2026CA$32.1bCA$15.1bCA$1.0b28.3x31.9x2.1x
Sat, 02 May 2026CA$32.3bCA$14.9bCA$986.8m22.6x32.8x2.2x
Mon, 30 Mar 2026CA$26.1bCA$14.8bCA$903.3m18.7x28.9x1.8x
Wed, 25 Feb 2026CA$31.1bCA$15.0bCA$915.2m26x34x2.1x
Fri, 23 Jan 2026CA$29.5bCA$14.9bCA$900.3m22.3x32.8x2x
Sun, 21 Dec 2025CA$28.7bCA$14.6bCA$835.5m21.3x34.4x2x
Tue, 18 Nov 2025CA$24.2bCA$14.5bCA$794.8m20.4x30.5x1.7x
Thu, 16 Oct 2025CA$23.8bCA$14.6bCA$795.0m21.7x29.9x1.6x
Sat, 13 Sep 2025CA$22.8bCA$14.4bCA$747.0m22.2x30.5x1.6x
Mon, 11 Aug 2025CA$19.5bCA$14.4bCA$711.0m20.4x27.4x1.4x
Wed, 09 Jul 2025CA$17.9bCA$14.1bCA$674.5m20.4x26.6x1.3x
Fri, 06 Jun 2025CA$16.0bCA$14.0bCA$642.5m16.6x24.9x1.1x
Sun, 04 May 2025CA$13.4bCA$13.9bCA$627.1m14.5x21.4x1x
Tue, 01 Apr 2025CA$12.6bCA$13.7bCA$581.2m19.6x21.7x0.9x
Thu, 27 Feb 2025CA$14.7bCA$14.5bCA$479.5m17.4x30.7x1x
Sat, 25 Jan 2025CA$15.2bCA$14.5bCA$482.6m18.1x31.5x1.1x
Mon, 23 Dec 2024CA$14.8bCA$14.4bCA$450.6m18.6x32.8x1x
Wed, 20 Nov 2024CA$10.7bCA$13.5bCA$298.5m21.7x35.8x0.8x
Fri, 18 Oct 2024CA$10.8bCA$13.7bCA$332.1m25.1x32.5x0.8x
Sun, 15 Sep 2024CA$12.3bCA$14.6bCA$370.5m22.8x33.2x0.8x
Tue, 13 Aug 2024CA$11.5bCA$14.8bCA$430.5m26x26.6x0.8x
Thu, 11 Jul 2024CA$10.8bCA$14.6bCA$429.2m22.6x25.2x0.7x
Sat, 08 Jun 2024CA$10.4bCA$14.9bCA$460.7m21.3x22.6x0.7x
Mon, 06 May 2024CA$10.7bCA$15.8bCA$412.4m14.7x25.9x0.7x
Wed, 03 Apr 2024CA$11.1bCA$15.9bCA$427.9m15.1x25.9x0.7x
Fri, 01 Mar 2024CA$10.6bCA$15.7bCA$457.1m16.8x23.1x0.7x
Sun, 28 Jan 2024CA$10.1bCA$14.9bCA$441.1m16x22.9x0.7x
Tue, 26 Dec 2023CA$9.2bCA$14.9bCA$469.4m15.8x19.6x0.6x
Thu, 23 Nov 2023CA$8.4bCA$14.9bCA$486.8m15x17.3x0.6x
Sat, 21 Oct 2023CA$8.4bCA$15.9bCA$465.8m13.6x18x0.5x
Mon, 18 Sep 2023CA$8.5bCA$16.0bCA$507.9m11.9x16.8x0.5x
Wed, 16 Aug 2023CA$8.8bCA$16.0bCA$521.5m12.6x16.9x0.6x
Fri, 14 Jul 2023CA$7.3bCA$14.7bCA$438.6m13.5x16.7x0.5x
Sun, 11 Jun 2023CA$8.0bCA$14.7bCA$442.6m12.4x18.1x0.5x
Price to Earnings Ratio

18.1x


Total Market Cap: CA$8.0bTotal Earnings: CA$442.6mTotal Revenue: CA$14.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 26.5x202420252026
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 31.3x which is higher than its 3-year average PE of 26.4x.
  • 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 32% 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 Market0.85%
Consumer Discretionary0.46%
Specialty Stores4.19%
Apparel Retail5.45%
Specialty Stores1.32%
Computer and Electronics Retail0%0
Home Furnishing Retail-2.57%
Automotive Retail-2.80%
Home Improvement Retail-9.09%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 39.3x.
    • 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 Automotive Retail industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings decline of 21% 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$160.346.7%
+CA$1.1b		134.1%PE48.1x
GRGD Groupe DynamiteCA$79.202.8%
+CA$239.7m		387.7%PE34.4x
KITS Kits EyecareCA$13.319.5%
+CA$39.4m		-7.3%PE129.9x
ROOT RootsCA$4.458.3%
+CA$13.3m		40.4%PE37.4x
DPF Dr. Phone Fix CanadaCA$0.1416.7%
+CA$3.6m		-48.1%PS1.9x

Latest News

LNF
CA$24.40
Leon's Furniture
7D
-1.9%
1Y
-14.6%
DIV
CA$4.69
Diversified Royalty
7D
-3.1%
1Y
59.0%
ACQ
CA$21.63
AutoCanada
7D
-2.3%
1Y
-6.8%
DPF
CA$0.14
Dr. Phone Fix Canada
7D
16.7%
1Y
-48.1%
BILD
CA$3.00
BuildDirect.com Technologies
7D
-9.1%
1Y
163.2%
GRGD
CA$79.20
Groupe Dynamite
7D
2.8%
1Y
387.7%
ATZ
CA$160.34
Aritzia
7D
6.7%
1Y
134.1%
Narrative Update • May 21

ATZ: Share Buybacks And Execution Will Support Stronger Long Term Earnings Power

Narrative Update: Aritzia Price Target Revision The fair value estimate for Aritzia has been revised from CA$168.00 to CA$200.00. This reflects analysts' updated price targets following a series of increases from firms including Canaccord, Stifel, CIBC, RBC Capital, and TD Securities, supported by assumptions of a slightly lower discount rate, modestly adjusted revenue growth and profit margin, and a higher future P/E multiple.
PET
CA$18.50
Pet Valu Holdings
7D
-1.1%
1Y
-41.5%
Narrative Update • May 21

PET: Store Expansion And Buybacks Will Support Recalibrated 2026 Outlook

Analysts have reduced the fair value estimate for Pet Valu Holdings from CA$32.05 to CA$24.40. This change reflects a series of lower Street price targets and updated assumptions for revenue, profit margins and future P/E.
KITS
CA$13.31
Kits Eyecare
7D
9.5%
1Y
-7.3%
Analysis Article • May 14

Some Investors May Be Willing To Look Past Kits Eyecare's (TSE:KITS) Soft Earnings

The most recent earnings report from Kits Eyecare Ltd. ( TSE:KITS ) was disappointing for shareholders. While the...
ROOT
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0.9%
AUTO
CA$0.065
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8.3%
1Y
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Goldmoney
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