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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedJun 22, 2026
DataAggregated Company Financials
Companies14
  • 7D-11.0%
  • 3M12.4%
  • 1Y78.9%
  • YTD4.1%

Over the last 7 days, the Specialty Stores industry has dropped 8.0%, driven by a pullback from Groupe Dynamite of 25%. This takes the industry's 12 month performance to a gain of 83%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Jun 2026CA$30.0bCA$15.2bCA$1.0b21.9x28.8x2x
Wed, 20 May 2026CA$30.2bCA$15.1bCA$1.0b27.3x29.9x2x
Fri, 17 Apr 2026CA$31.7bCA$14.9bCA$986.7m21.7x32.1x2.1x
Sun, 15 Mar 2026CA$27.7bCA$15.0bCA$896.0m21.5x30.9x1.8x
Tue, 10 Feb 2026CA$28.0bCA$15.0bCA$915.3m23.2x30.6x1.9x
Thu, 08 Jan 2026CA$29.1bCA$14.6bCA$835.3m20.8x34.8x2x
Sat, 06 Dec 2025CA$27.7bCA$14.5bCA$792.8m21.5x34.9x1.9x
Mon, 03 Nov 2025CA$25.5bCA$14.6bCA$795.0m21x32.1x1.7x
Wed, 01 Oct 2025CA$23.5bCA$14.4bCA$747.0m22.7x31.5x1.6x
Fri, 29 Aug 2025CA$20.3bCA$14.3bCA$726.5m21.1x28x1.4x
Sun, 27 Jul 2025CA$18.6bCA$14.3bCA$701.1m20.6x26.5x1.3x
Tue, 24 Jun 2025CA$16.7bCA$14.1bCA$632.0m19.3x26.4x1.2x
Thu, 22 May 2025CA$15.0bCA$14.0bCA$642.9m15.5x23.3x1.1x
Sat, 19 Apr 2025CA$11.5bCA$13.7bCA$551.8m14.1x20.8x0.8x
Mon, 17 Mar 2025CA$12.4bCA$14.5bCA$500.6m19.5x24.9x0.9x
Wed, 12 Feb 2025CA$15.4bCA$14.5bCA$482.7m17.7x32x1.1x
Fri, 10 Jan 2025CA$14.9bCA$14.4bCA$451.6m18.1x32.9x1x
Sun, 08 Dec 2024CA$14.3bCA$14.3bCA$426.4m19.6x33.6x1x
Tue, 05 Nov 2024CA$10.6bCA$13.5bCA$329.0m22.8x32.3x0.8x
Thu, 03 Oct 2024CA$12.8bCA$14.6bCA$379.7m22.8x33.7x0.9x
Sat, 31 Aug 2024CA$11.9bCA$14.6bCA$354.4m29.3x33.7x0.8x
Mon, 29 Jul 2024CA$11.9bCA$14.7bCA$427.5m23.1x27.8x0.8x
Wed, 26 Jun 2024CA$10.3bCA$14.7bCA$427.3m22.2x24.2x0.7x
Fri, 24 May 2024CA$10.0bCA$15.9bCA$414.8m13.9x24x0.6x
Sun, 21 Apr 2024CA$10.4bCA$15.9bCA$429.5m14.5x24.1x0.7x
Tue, 19 Mar 2024CA$10.9bCA$15.9bCA$409.1m19.6x26.6x0.7x
Thu, 15 Feb 2024CA$10.7bCA$15.7bCA$454.1m16.4x23.5x0.7x
Sat, 13 Jan 2024CA$10.1bCA$14.9bCA$441.2m15.9x22.8x0.7x
Mon, 11 Dec 2023CA$8.5bCA$14.9bCA$490.7m15.4x17.3x0.6x
Wed, 08 Nov 2023CA$8.4bCA$15.9bCA$465.9m14.3x18x0.5x
Fri, 06 Oct 2023CA$8.1bCA$15.9bCA$465.8m13.3x17.4x0.5x
Sun, 03 Sep 2023CA$8.8bCA$16.0bCA$520.9m12.6x16.9x0.6x
Tue, 01 Aug 2023CA$7.3bCA$15.0bCA$445.4m16.2x16.5x0.5x
Thu, 29 Jun 2023CA$8.1bCA$14.6bCA$457.9m9.1x17.8x0.6x
Price to Earnings Ratio

17.8x


Total Market Cap: CA$8.1bTotal Earnings: CA$457.9mTotal Revenue: CA$14.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 26.7x202420252026
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 2.0x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 31% 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-1.03%
Consumer Discretionary-4.08%
Specialty Stores-10.99%
Automotive Retail3.84%
Computer and Electronics Retail1.69%
Home Improvement Retail0%0
Home Furnishing Retail-1.36%
Specialty Stores-5.32%
Apparel Retail-12.85%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 39.6x.
    • 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?

CompanyLast Price7D1YValuation
DIV Diversified RoyaltyCA$4.924.7%
+CA$37.7m		54.7%PE23.2x
ACQ AutoCanadaCA$22.262.5%
+CA$12.4m		2.3%PE57.3x
DPF Dr. Phone Fix CanadaCA$0.143.8%
+CA$904.8k		-51.8%PS1.9x
NXT NextGen Digital PlatformsCA$0.124.3%
+CA$184.5k		-79.7%PS2334.9x
NIC DelotaCA$0.077.7%
+CA$145.6k		-26.3%PE3.4x

Latest News

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Roots
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Roots' (TSE:ROOT) Strong Earnings Are Of Good Quality

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1Y
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Analysis Article • Jun 19

Groupe Dynamite (TSX:GRGD) Stock Could Be 52.2% Undervalued After Raised Guidance

Groupe Dynamite (TSX:GRGD) is back in focus after first quarter results and guidance changes triggered sharp share price swings, fresh analyst views, and renewed debate about the company’s growth profile and valuation. See our latest analysis for Groupe Dynamite. The sharp first quarter reaction comes after a volatile spell for Groupe Dynamite, with a 7 day share price return down 26.26% and a 30 day share price return down 32.18%. At the same time, a very large 1 year total shareholder...
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3.6%
1Y
55.2%
LNF
CA$24.35
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7D
-1.9%
1Y
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NIC
CA$0.07
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7D
7.7%
1Y
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-3.9%
1Y
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Kits Eyecare
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ATZ: Future P/E Discipline And Execution Will Anchor Balanced Risk Reward

Aritzia's updated analyst price target has shifted to CA$178 from CA$151.64, with analysts pointing to refreshed assumptions for revenue growth, profit margins and future P/E, supported by a series of recent target raises from firms including CIBC, Stifel, Canaccord, RBC Capital, TD Securities and National Bank. Analyst Commentary Recent price target revisions and a new bullish initiation give a clearer picture of how analysts are framing Aritzia's risk and reward.
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