Analysis Article • Jun 20
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Canadian (TSX) Specialty Stores Industry Analysis
UpdatedJun 26, 2026
DataAggregated Company Financials
Companies14
- 7D-1.8%
- 3M14.7%
- 1Y69.8%
- YTD1.9%
Over the last 7 days, the Specialty Stores industry has dropped 2.4%, driven by a pullback from Aritzia of 4.7%. Meanwhile, Groupe Dynamite actually outperformed within the industry, gaining 6.7% in the last week. This takes the industry's 12 month performance to a gain of 71%. As for the next few years, earnings are expected to grow by 19% per annum.
Industry Valuation and Performance
Has the Canadian Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | CA$29.2b | CA$15.2b | CA$1.1b | 22.3x | 27.6x | 1.9x |
| Sun, 24 May 2026 | CA$29.8b | CA$15.1b | CA$1.0b | 27.5x | 29.5x | 2x |
| Tue, 21 Apr 2026 | CA$32.6b | CA$14.9b | CA$986.7m | 22.2x | 33.1x | 2.2x |
| Thu, 19 Mar 2026 | CA$27.5b | CA$15.0b | CA$896.0m | 21.8x | 30.7x | 1.8x |
| Sat, 14 Feb 2026 | CA$28.4b | CA$15.0b | CA$915.3m | 23.4x | 31x | 1.9x |
| Mon, 12 Jan 2026 | CA$31.0b | CA$14.9b | CA$900.1m | 21.1x | 34.4x | 2.1x |
| Wed, 10 Dec 2025 | CA$28.2b | CA$14.5b | CA$792.8m | 21.6x | 35.5x | 1.9x |
| Fri, 07 Nov 2025 | CA$24.8b | CA$14.7b | CA$807.4m | 19.4x | 30.8x | 1.7x |
| Sun, 05 Oct 2025 | CA$23.7b | CA$14.4b | CA$747.0m | 23x | 31.7x | 1.6x |
| Tue, 02 Sep 2025 | CA$20.7b | CA$14.3b | CA$725.1m | 21.4x | 28.5x | 1.4x |
| Thu, 31 Jul 2025 | CA$18.7b | CA$14.3b | CA$701.0m | 20.7x | 26.7x | 1.3x |
| Sat, 28 Jun 2025 | CA$17.2b | CA$14.1b | CA$632.0m | 20x | 27.3x | 1.2x |
| Mon, 26 May 2025 | CA$15.0b | CA$14.0b | CA$643.0m | 15.8x | 23.3x | 1.1x |
| Wed, 23 Apr 2025 | CA$11.7b | CA$13.7b | CA$551.7m | 14.4x | 21.2x | 0.9x |
| Fri, 21 Mar 2025 | CA$12.8b | CA$13.7b | CA$586.3m | 17.3x | 21.8x | 0.9x |
| Sun, 16 Feb 2025 | CA$15.0b | CA$14.5b | CA$479.6m | 17.4x | 31.3x | 1x |
| Tue, 14 Jan 2025 | CA$15.0b | CA$14.5b | CA$482.6m | 18x | 31x | 1x |
| Thu, 12 Dec 2024 | CA$14.4b | CA$14.4b | CA$428.2m | 19.5x | 33.7x | 1x |
| Sat, 09 Nov 2024 | CA$10.5b | CA$13.5b | CA$318.4m | 20.8x | 33.1x | 0.8x |
| Mon, 07 Oct 2024 | CA$11.6b | CA$13.7b | CA$307.9m | 23.3x | 37.6x | 0.8x |
| Wed, 04 Sep 2024 | CA$12.1b | CA$14.6b | CA$354.3m | 29.1x | 34.1x | 0.8x |
| Fri, 02 Aug 2024 | CA$12.0b | CA$14.7b | CA$427.5m | 22.7x | 28.2x | 0.8x |
| Sun, 30 Jun 2024 | CA$10.6b | CA$14.7b | CA$427.2m | 23x | 24.8x | 0.7x |
| Tue, 28 May 2024 | CA$10.0b | CA$15.9b | CA$414.8m | 14x | 24.1x | 0.6x |
| Thu, 25 Apr 2024 | CA$10.5b | CA$15.9b | CA$429.5m | 14.4x | 24.5x | 0.7x |
| Sat, 23 Mar 2024 | CA$11.1b | CA$15.9b | CA$409.1m | 19.4x | 27.2x | 0.7x |
| Mon, 19 Feb 2024 | CA$10.7b | CA$15.7b | CA$454.1m | 16.2x | 23.6x | 0.7x |
| Wed, 17 Jan 2024 | CA$10.0b | CA$14.9b | CA$441.1m | 15.9x | 22.6x | 0.7x |
| Fri, 15 Dec 2023 | CA$8.5b | CA$14.9b | CA$468.5m | 15.8x | 18.2x | 0.6x |
| Sun, 12 Nov 2023 | CA$8.4b | CA$14.8b | CA$486.2m | 15.3x | 17.2x | 0.6x |
| Tue, 10 Oct 2023 | CA$8.2b | CA$15.9b | CA$465.9m | 13.5x | 17.7x | 0.5x |
| Thu, 07 Sep 2023 | CA$8.7b | CA$16.0b | CA$520.8m | 12.3x | 16.7x | 0.5x |
| Sat, 05 Aug 2023 | CA$7.2b | CA$15.0b | CA$445.3m | 16.2x | 16.2x | 0.5x |
| Mon, 03 Jul 2023 | CA$8.4b | CA$14.6b | CA$454.3m | 15.7x | 18.5x | 0.6x |
Price to Earnings Ratio
18.5x
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 | -0.90% | |
| Consumer Discretionary | 1.31% | |
| Specialty Stores | -1.84% | |
| Automotive Retail | 1.79% | |
| Home Furnishing Retail | -1.60% | |
| Home Improvement Retail | -1.85% | |
| Apparel Retail | -2.01% | |
| Specialty Stores | -2.53% | |
| Computer and Electronics Retail | -3.41% | |
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 20.7%, 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GRGD Groupe Dynamite | CA$54.42 | 6.7% +CA$374.3m | 101.0% | PE21.5x | |
| ACQ AutoCanada | CA$23.40 | 6.3% +CA$32.0m | 7.0% | PE60.3x | |
| ROOT Roots | CA$4.09 | 2.8% +CA$4.3m | 35.0% | PE63.7x |
