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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies14
  • 7D2.2%
  • 3M5.7%
  • 1Y101.4%
  • YTD11.4%

In the last week, the Specialty Stores industry is up 2.2%, with Aritzia up 4.8%. This takes the industry's 12 month performance to a gain of 101%. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Jun 2026CA$31.6bCA$15.1bCA$1.0b27.7x31.3x2.1x
Fri, 01 May 2026CA$31.7bCA$14.9bCA$986.8m22.3x32.1x2.1x
Sun, 29 Mar 2026CA$26.1bCA$14.8bCA$903.3m18.7x28.9x1.8x
Tue, 24 Feb 2026CA$32.0bCA$15.0bCA$915.2m25.7x34.9x2.1x
Thu, 22 Jan 2026CA$29.0bCA$14.9bCA$900.3m22.4x32.2x1.9x
Sat, 20 Dec 2025CA$28.5bCA$14.6bCA$835.5m21.3x34.1x2x
Mon, 17 Nov 2025CA$24.2bCA$14.5bCA$794.8m20.6x30.5x1.7x
Wed, 15 Oct 2025CA$23.7bCA$14.6bCA$795.0m21.5x29.8x1.6x
Fri, 12 Sep 2025CA$22.2bCA$14.4bCA$749.4m22.3x29.6x1.5x
Sun, 10 Aug 2025CA$19.5bCA$14.4bCA$711.0m20.4x27.4x1.4x
Tue, 08 Jul 2025CA$17.8bCA$14.1bCA$674.5m20.2x26.4x1.3x
Thu, 05 Jun 2025CA$15.8bCA$14.0bCA$642.5m16.6x24.6x1.1x
Sat, 03 May 2025CA$12.6bCA$13.9bCA$627.1m14.5x20x0.9x
Mon, 31 Mar 2025CA$12.6bCA$13.7bCA$581.2m19.3x21.7x0.9x
Wed, 26 Feb 2025CA$14.9bCA$14.5bCA$479.5m17.4x31x1x
Fri, 24 Jan 2025CA$15.1bCA$14.5bCA$482.6m18.1x31.3x1x
Sun, 22 Dec 2024CA$14.8bCA$14.4bCA$450.6m18.6x32.8x1x
Tue, 19 Nov 2024CA$10.7bCA$13.5bCA$298.5m21.4x35.9x0.8x
Thu, 17 Oct 2024CA$10.8bCA$13.7bCA$332.1m25.1x32.5x0.8x
Sat, 14 Sep 2024CA$12.2bCA$14.6bCA$370.5m22.8x32.9x0.8x
Mon, 12 Aug 2024CA$11.5bCA$14.8bCA$430.5m27x26.6x0.8x
Wed, 10 Jul 2024CA$10.8bCA$14.6bCA$429.2m22.6x25.1x0.7x
Fri, 07 Jun 2024CA$10.4bCA$14.9bCA$497.3m13.9x20.9x0.7x
Sun, 05 May 2024CA$10.7bCA$15.8bCA$412.4m14.7x25.9x0.7x
Tue, 02 Apr 2024CA$11.2bCA$15.9bCA$427.9m15.1x26.1x0.7x
Thu, 29 Feb 2024CA$10.6bCA$15.7bCA$457.1m16.7x23.3x0.7x
Sat, 27 Jan 2024CA$10.2bCA$14.9bCA$441.1m16x23x0.7x
Mon, 25 Dec 2023CA$9.2bCA$14.9bCA$469.4m15.8x19.6x0.6x
Wed, 22 Nov 2023CA$8.4bCA$14.9bCA$486.8m14.8x17.3x0.6x
Fri, 20 Oct 2023CA$8.4bCA$15.9bCA$465.8m13.7x18x0.5x
Sun, 17 Sep 2023CA$8.5bCA$16.0bCA$507.9m11.9x16.8x0.5x
Tue, 15 Aug 2023CA$8.8bCA$16.0bCA$519.6m12.7x17x0.6x
Thu, 13 Jul 2023CA$7.1bCA$14.7bCA$438.6m13x16.3x0.5x
Sat, 10 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 26.4x202420252026
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 Market1.07%
Consumer Discretionary-0.15%
Specialty Stores2.18%
Specialty Stores3.98%
Apparel Retail2.54%
Computer and Electronics Retail1.39%
Home Furnishing Retail-0.37%
Automotive Retail-1.82%
Home Improvement Retail-7.85%
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$158.194.8%
+CA$835.1m		132.3%PE47.5x
KITS Kits EyecareCA$13.579.9%
+CA$41.5m		-5.0%PE132.5x
PET Pet Valu HoldingsCA$18.692.5%
+CA$31.3m		-38.8%PE13.2x
ROOT RootsCA$4.379.3%
+CA$14.5m		38.7%PE36.7x
LNF Leon's FurnitureCA$24.840.2%
+CA$4.1m		-12.1%PE11.1x

Latest News

ACQ
CA$21.50
AutoCanada
7D
-3.1%
1Y
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DPF
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Dr. Phone Fix Canada
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12.5%
1Y
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BILD
CA$3.05
BuildDirect.com Technologies
7D
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1Y
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GRGD
CA$75.75
Groupe Dynamite
7D
-2.3%
1Y
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DIV
CA$4.76
Diversified Royalty
7D
-1.0%
1Y
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Analysis Article • May 21

With EPS Growth And More, Diversified Royalty (TSE:DIV) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
ATZ
CA$158.19
Aritzia
7D
4.8%
1Y
132.3%
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$18.69
Pet Valu Holdings
7D
2.5%
1Y
-38.8%
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.
LNF
CA$24.84
Leon's Furniture
7D
0.2%
1Y
-12.1%
KITS
CA$13.57
Kits Eyecare
7D
9.9%
1Y
-5.0%
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
CA$4.37
Roots
7D
9.3%
1Y
38.7%
GBT
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BMTC Group
7D
-2.8%
1Y
3.3%
AUTO
CA$0.065
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8.3%
1Y
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