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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedAug 15, 2025
DataAggregated Company Financials
Companies14
  • 7D5.1%
  • 3M35.0%
  • 1Y52.6%
  • YTD49.2%

The Specialty Stores industry is up 5.1% in the last week, with Aritzia up 5.4%. This takes the industry's 12 month performance to a gain of 53%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 Aug 2025CA$20.3bCA$14.3bCA$725.6m20.9x28x1.4x
Sun, 13 Jul 2025CA$18.3bCA$14.3bCA$701.1m20.7x26.1x1.3x
Tue, 10 Jun 2025CA$15.8bCA$14.0bCA$627.6m16.4x25.1x1.1x
Thu, 08 May 2025CA$13.5bCA$14.0bCA$636.3m14.7x21.2x1x
Sat, 05 Apr 2025CA$11.1bCA$13.7bCA$582.4m17x19.1x0.8x
Mon, 03 Mar 2025CA$14.5bCA$14.5bCA$500.7m17x28.9x1x
Wed, 29 Jan 2025CA$15.4bCA$14.5bCA$482.6m18.1x31.9x1.1x
Fri, 27 Dec 2024CA$14.6bCA$14.4bCA$450.6m18.1x32.3x1x
Sun, 24 Nov 2024CA$12.7bCA$14.3bCA$426.3m19.5x29.9x0.9x
Tue, 22 Oct 2024CA$10.9bCA$13.7bCA$332.0m23.3x33x0.8x
Thu, 19 Sep 2024CA$12.3bCA$14.6bCA$370.5m23x33.3x0.8x
Sat, 17 Aug 2024CA$11.7bCA$14.6bCA$353.7m35.8x33.1x0.8x
Mon, 15 Jul 2024CA$11.6bCA$14.7bCA$427.5m22.8x27.2x0.8x
Wed, 12 Jun 2024CA$10.4bCA$14.9bCA$459.8m21x22.7x0.7x
Fri, 10 May 2024CA$10.7bCA$15.9bCA$415.8m14.8x25.7x0.7x
Sun, 07 Apr 2024CA$10.9bCA$15.9bCA$427.9m15.1x25.4x0.7x
Tue, 05 Mar 2024CA$10.7bCA$15.7bCA$457.1m17.8x23.4x0.7x
Thu, 01 Feb 2024CA$10.2bCA$14.9bCA$441.1m16.6x23.1x0.7x
Sat, 30 Dec 2023CA$9.2bCA$14.9bCA$469.5m15.8x19.5x0.6x
Mon, 27 Nov 2023CA$8.4bCA$14.9bCA$487.4m15.2x17.2x0.6x
Wed, 25 Oct 2023CA$8.2bCA$15.9bCA$465.9m13.5x17.7x0.5x
Fri, 22 Sep 2023CA$8.2bCA$16.0bCA$508.0m11.4x16.2x0.5x
Sun, 20 Aug 2023CA$8.8bCA$16.0bCA$521.5m12.6x16.8x0.5x
Tue, 18 Jul 2023CA$7.2bCA$14.7bCA$438.6m13.4x16.5x0.5x
Thu, 15 Jun 2023CA$8.2bCA$14.6bCA$479.8m9x17.1x0.6x
Sat, 13 May 2023CA$8.1bCA$14.7bCA$430.4m11.9x18.7x0.5x
Mon, 10 Apr 2023CA$8.4bCA$14.3bCA$459.2m8x18.3x0.6x
Wed, 08 Mar 2023CA$8.5bCA$14.1bCA$502.6m8.5x16.9x0.6x
Fri, 03 Feb 2023CA$9.4bCA$12.9bCA$588.5m9x15.9x0.7x
Sun, 01 Jan 2023CA$8.9bCA$12.7bCA$573.3m9.2x15.5x0.7x
Tue, 29 Nov 2022CA$9.3bCA$12.8bCA$615.6m7.5x15x0.7x
Thu, 27 Oct 2022CA$9.5bCA$13.5bCA$626.0m7.6x15.2x0.7x
Sat, 24 Sep 2022CA$8.6bCA$13.3bCA$620.3m8.1x13.9x0.6x
Mon, 22 Aug 2022CA$9.2bCA$13.3bCA$678.5m7x13.6x0.7x
Price to Earnings Ratio

13.6x


Total Market Cap: CA$9.2bTotal Earnings: CA$678.5mTotal Revenue: CA$13.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 22.3x202320242025
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 28.0x which is higher than its 3-year average PE of 22.3x.
  • The 3-year average PS ratio of 0.75x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 2.3% per year over the last three years.
  • Revenues for these companies have grown 2.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

CA Market0.75%
Consumer Discretionary2.29%
Specialty Stores5.05%
Automotive Retail8.22%
Apparel Retail5.75%
Home Furnishing Retail4.17%
Home Improvement Retail3.59%
Specialty Stores1.80%
Computer and Electronics Retail-1.22%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 34.6x.
    • Analysts are expecting annual earnings growth of 24.9%, which is lower than the prior year's growth of 122.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 25% over the next 5 years.
  • However this is lower than its past earnings growth rate of 123% per year.
  • In contrast, the Automotive Retail industry is expected to see its earnings decline by 33% 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$76.765.4%
+CA$455.9m		72.2%PE37.7x
GRGD Groupe DynamiteCA$39.436.6%
+CA$259.2m		n/aPE30.6x
ACQ AutoCanadaCA$31.3213.5%
+CA$86.1m		116.9%PE14.3x
LNF Leon's FurnitureCA$29.424.3%
+CA$83.3m		10.6%PE12.5x
PET Pet Valu HoldingsCA$37.483.3%
+CA$80.5m		47.9%PE26.7x

Latest News

LNF
CA$29.42
Leon's Furniture
7D
4.3%
1Y
10.6%

We Think You Should Be Aware Of Some Concerning Factors In Leon's Furniture's (TSE:LNF) Earnings

Aug 15
We Think You Should Be Aware Of Some Concerning Factors In Leon's Furniture's (TSE:LNF) Earnings
ACQ
CA$31.32
AutoCanada
7D
13.5%
1Y
116.9%
XAU
CA$8.94
Goldmoney
7D
-3.4%
1Y
8.8%

Goldmoney's (TSE:XAU) Strong Earnings Are Of Good Quality

Aug 14
Goldmoney's (TSE:XAU) Strong Earnings Are Of Good Quality
GRGD
CA$39.43
Groupe Dynamite
7D
6.6%
1Y
n/a
ATZ
CA$76.76
Aritzia
7D
5.4%
1Y
72.2%
PET
CA$37.48
Pet Valu Holdings
7D
3.3%
1Y
47.9%

Pet Valu Holdings (TSE:PET) Has Affirmed Its Dividend Of CA$0.12

Aug 09
Pet Valu Holdings (TSE:PET) Has Affirmed Its Dividend Of CA$0.12
DIV
CA$3.45
Diversified Royalty
7D
2.7%
1Y
21.9%
KITS
CA$16.05
Kits Eyecare
7D
-3.6%
1Y
55.8%
BILD
CA$2.60
BuildDirect.com Technologies
7D
3.6%
1Y
n/a
NIC
CA$0.085
Delota
7D
-15.0%
1Y
-34.6%
NXT
CA$0.60
NextGen Digital Platforms
7D
-13.0%
1Y
1,100.0%
GBT
CA$13.42
BMTC Group
7D
3.5%
1Y
5.1%

BMTC Group's (TSE:GBT) Earnings Are Weaker Than They Seem

Jun 12
BMTC Group's (TSE:GBT) Earnings Are Weaker Than They Seem