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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedMay 18, 2025
DataAggregated Company Financials
Companies14
  • 7D7.2%
  • 3M-0.1%
  • 1Y45.8%
  • YTD10.6%

The Specialty Stores industry is up 7.1% in the last week, with Aritzia up 12%. This takes the industry's 12 month performance to a gain of 46%. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 18 May 2025CA$15.0bCA$14.0bCA$642.9m16x23.4x1.1x
Tue, 15 Apr 2025CA$11.2bCA$13.7bCA$546.2m14.1x20.4x0.8x
Thu, 13 Mar 2025CA$12.6bCA$14.5bCA$504.1m20.3x25.1x0.9x
Sat, 08 Feb 2025CA$15.3bCA$14.5bCA$482.7m17.8x31.7x1.1x
Mon, 06 Jan 2025CA$15.2bCA$14.4bCA$451.6m18.4x33.6x1.1x
Wed, 04 Dec 2024CA$13.3bCA$14.3bCA$426.4m19.6x31.3x0.9x
Fri, 01 Nov 2024CA$10.2bCA$13.5bCA$328.9m22.8x31.1x0.8x
Sun, 29 Sep 2024CA$12.6bCA$14.6bCA$381.3m22.9x33x0.9x
Tue, 27 Aug 2024CA$12.0bCA$14.6bCA$353.7m30.6x34x0.8x
Thu, 25 Jul 2024CA$12.0bCA$14.7bCA$427.5m22.5x28.1x0.8x
Sat, 22 Jun 2024CA$10.5bCA$14.7bCA$427.3m22.7x24.5x0.7x
Mon, 20 May 2024CA$10.2bCA$15.9bCA$416.6m14.2x24.5x0.6x
Wed, 17 Apr 2024CA$10.5bCA$15.9bCA$429.4m14.6x24.4x0.7x
Fri, 15 Mar 2024CA$11.1bCA$15.9bCA$409.1m19.9x27x0.7x
Sun, 11 Feb 2024CA$10.9bCA$15.7bCA$455.3m16.6x24x0.7x
Tue, 09 Jan 2024CA$8.8bCA$14.9bCA$468.8m15.8x18.9x0.6x
Thu, 07 Dec 2023CA$8.5bCA$14.9bCA$490.7m15.5x17.4x0.6x
Sat, 04 Nov 2023CA$8.4bCA$15.9bCA$465.9m13.8x17.9x0.5x
Mon, 02 Oct 2023CA$8.3bCA$15.9bCA$465.9m13.4x17.9x0.5x
Wed, 30 Aug 2023CA$8.9bCA$16.0bCA$521.6m13x17.1x0.6x
Fri, 28 Jul 2023CA$7.4bCA$15.0bCA$445.4m16.6x16.6x0.5x
Sun, 25 Jun 2023CA$7.9bCA$14.6bCA$479.9m8.7x16.5x0.5x
Tue, 23 May 2023CA$8.2bCA$14.7bCA$432.3m12.4x19x0.6x
Thu, 20 Apr 2023CA$8.8bCA$14.3bCA$450.4m9.1x19.6x0.6x
Sat, 18 Mar 2023CA$8.2bCA$14.1bCA$489.9m8.1x16.7x0.6x
Mon, 13 Feb 2023CA$8.8bCA$14.0bCA$558.0m8.7x15.7x0.6x
Wed, 11 Jan 2023CA$9.4bCA$12.7bCA$584.3m9.3x16.1x0.7x
Fri, 09 Dec 2022CA$9.3bCA$12.8bCA$615.9m7.6x15.1x0.7x
Sun, 06 Nov 2022CA$9.3bCA$13.5bCA$626.0m7.1x14.8x0.7x
Tue, 04 Oct 2022CA$9.0bCA$13.3bCA$619.5m8.3x14.6x0.7x
Thu, 01 Sep 2022CA$8.9bCA$13.3bCA$677.8m6.7x13.1x0.7x
Sat, 30 Jul 2022CA$8.5bCA$12.7bCA$663.5m8.6x12.8x0.7x
Mon, 27 Jun 2022CA$7.8bCA$12.5bCA$666.9m7.9x11.6x0.6x
Wed, 25 May 2022CA$8.0bCA$12.5bCA$620.6m7.9x12.9x0.6x
Price to Earnings Ratio

12.9x


Total Market Cap: CA$8.0bTotal Earnings: CA$620.6mTotal Revenue: CA$12.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 21.2x202320242025
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 23.4x which is higher than its 3-year average PE of 21.2x.
  • The 3-year average PS ratio of 0.71x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 3.9% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Canadian Consumer Discretionary industry?

CA Market1.84%
Consumer Discretionary3.74%
Specialty Stores7.16%
Apparel Retail11.66%
Automotive Retail8.76%
Home Furnishing Retail0.91%
Home Improvement Retail0%0
Specialty Stores-2.78%
Computer and Electronics Retail-2.82%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 21.1%, which is higher than its past year's earnings growth of 3.8% 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 111% per year.
  • In contrast, the Automotive Retail industry is expected to see its earnings decline by 10% 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$66.2512.2%
+CA$826.2m
94.9%PE36.5x
GRGD Groupe DynamiteCA$15.209.9%
+CA$146.8m
n/aPE12.1x
ACQ AutoCanadaCA$20.8017.1%
+CA$71.5m
-1.0%PE13.5x
KITS Kits EyecareCA$12.164.8%
+CA$17.9m
88.5%PE83.6x
GBT BMTC GroupCA$12.713.7%
+CA$14.5m
-5.1%PE9.4x
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