Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Canadian (TSX) Specialty Stores Industry Analysis

UpdatedApr 10, 2026
DataAggregated Company Financials
Companies14
  • 7D8.0%
  • 3M-3.3%
  • 1Y172.8%
  • YTD4.1%

Over the last 7 days, the Specialty Stores industry has risen 7.4%, driven by gains from Aritzia of 11%. This takes the industry's 12 month performance to a gain of 152%. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Apr 2026CA$29.7bCA$14.9bCA$988.1m21.3x30.1x2x
Sun, 08 Mar 2026CA$28.6bCA$15.0bCA$896.1m23.9x31.9x1.9x
Tue, 03 Feb 2026CA$26.7bCA$14.9bCA$900.3m22.7x29.7x1.8x
Thu, 01 Jan 2026CA$28.8bCA$14.6bCA$835.3m20.5x34.5x2x
Sat, 29 Nov 2025CA$27.4bCA$14.5bCA$794.0m21.2x34.5x1.9x
Mon, 27 Oct 2025CA$25.5bCA$14.6bCA$795.0m21.1x32.1x1.7x
Wed, 24 Sep 2025CA$23.9bCA$14.4bCA$747.0m22.9x32x1.7x
Fri, 22 Aug 2025CA$19.7bCA$14.3bCA$725.6m20.7x27.2x1.4x
Sun, 20 Jul 2025CA$18.5bCA$14.3bCA$701.1m20.5x26.4x1.3x
Tue, 17 Jun 2025CA$15.5bCA$14.0bCA$628.6m16.5x24.7x1.1x
Thu, 15 May 2025CA$15.1bCA$14.0bCA$641.3m15.7x23.5x1.1x
Sat, 12 Apr 2025CA$11.0bCA$13.7bCA$546.2m13.9x20.1x0.8x
Mon, 10 Mar 2025CA$13.6bCA$14.5bCA$504.1m21.8x27x0.9x
Wed, 05 Feb 2025CA$14.7bCA$14.5bCA$482.6m17.8x30.5x1x
Fri, 03 Jan 2025CA$14.6bCA$14.4bCA$451.6m18.3x32.2x1x
Sun, 01 Dec 2024CA$13.1bCA$14.3bCA$426.4m19.7x30.8x0.9x
Tue, 29 Oct 2024CA$10.4bCA$13.5bCA$329.0m22.7x31.7x0.8x
Thu, 26 Sep 2024CA$12.6bCA$14.6bCA$381.4m22.8x33x0.9x
Sat, 24 Aug 2024CA$11.8bCA$14.6bCA$353.7m30.7x33.2x0.8x
Mon, 22 Jul 2024CA$11.6bCA$14.7bCA$427.5m23x27.2x0.8x
Wed, 19 Jun 2024CA$10.4bCA$14.9bCA$459.8m21.5x22.6x0.7x
Fri, 17 May 2024CA$10.1bCA$15.9bCA$416.6m14.3x24.3x0.6x
Sun, 14 Apr 2024CA$10.6bCA$15.9bCA$429.4m15x24.6x0.7x
Tue, 12 Mar 2024CA$10.7bCA$15.9bCA$409.2m19.6x26.2x0.7x
Thu, 08 Feb 2024CA$10.6bCA$14.8bCA$538.8m16.3x19.7x0.7x
Sat, 06 Jan 2024CA$9.0bCA$14.9bCA$468.8m15.9x19.1x0.6x
Mon, 04 Dec 2023CA$8.6bCA$14.9bCA$492.5m15.4x17.5x0.6x
Wed, 01 Nov 2023CA$7.9bCA$15.9bCA$465.8m13.5x17.1x0.5x
Fri, 29 Sep 2023CA$8.2bCA$16.0bCA$507.9m11.6x16.1x0.5x
Sun, 27 Aug 2023CA$8.7bCA$16.0bCA$521.5m12.8x16.7x0.5x
Tue, 25 Jul 2023CA$7.2bCA$14.7bCA$438.6m13x16.4x0.5x
Thu, 22 Jun 2023CA$8.1bCA$14.6bCA$479.9m8.8x16.9x0.6x
Sat, 20 May 2023CA$8.2bCA$14.7bCA$432.3m12.4x19x0.6x
Mon, 17 Apr 2023CA$8.5bCA$14.3bCA$450.4m9x18.9x0.6x
Price to Earnings Ratio

18.9x


Total Market Cap: CA$8.5bTotal Earnings: CA$450.4mTotal Revenue: CA$14.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 25.8x202420252026
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 29.2x which is higher than its 3-year average PE of 25.8x.
  • The 3-year average PS ratio of 1.00x 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 28% 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 Market1.31%
Consumer Discretionary3.59%
Specialty Stores8.01%
Apparel Retail10.05%
Home Improvement Retail6.91%
Home Furnishing Retail1.96%
Automotive Retail1.59%
Computer and Electronics Retail1.50%
Specialty Stores-2.70%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 38.4x.
    • Analysts are expecting annual earnings growth of 21.4%, which is lower than the prior year's growth of 124.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 8.5% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 2.8% 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$126.6410.8%
+CA$1.4b		208.4%PE42.3x
GRGD Groupe DynamiteCA$87.289.0%
+CA$789.2m		700.0%PE37.9x
LNF Leon's FurnitureCA$26.672.6%
+CA$46.1m		21.8%PE11.7x
DIV Diversified RoyaltyCA$4.394.3%
+CA$30.8m		64.4%PE20.5x
BILD BuildDirect.com TechnologiesCA$3.256.9%
+CA$10.1m		168.6%PS1.7x

Latest News

KITS
CA$14.74
Kits Eyecare
7D
-4.0%
1Y
34.2%
ROOT
CA$3.98
Roots
7D
1.0%
1Y
75.3%
PESO
CA$0.39
PesoRama
7D
-6.1%
1Y
156.7%
DIV
CA$4.39
Diversified Royalty
7D
4.3%
1Y
64.4%
GRGD
CA$87.28
Groupe Dynamite
7D
9.0%
1Y
700.0%
ATZ
CA$126.64
Aritzia
7D
10.8%
1Y
208.4%

ATZ: Higher Margin Outlook And Store Expansion Will Support Future Upside Potential

Aritzia's analyst price target has been nudged higher, with the fair value estimate moving from CA$151.42 to CA$151.54 as analysts factor in updated targets in the CA$135 to CA$155 range and refine assumptions around growth, profitability and P/E expectations. Analyst Commentary Bullish analysts have clustered their updated price targets for Aritzia in a relatively tight CA$135 to CA$155 range, suggesting a shared view of where valuation could reasonably sit if current assumptions around growth and profitability hold.
GBT
CA$12.50
BMTC Group
7D
-0.8%
1Y
6.9%
PET
CA$20.54
Pet Valu Holdings
7D
-2.8%
1Y
-18.7%

PET: Store Expansion And Wholesale Mix Shifts Will Offset Softer Outlook

Analysts have reduced their average Pet Valu Holdings price target to around CA$32. This reflects a cluster of lower targets in the CA$28 to CA$34 range, as they factor in softer recent results, a more competitive promotional environment, and a fiscal 2026 outlook that fell short of prior expectations.
ACQ
CA$20.73
AutoCanada
7D
-2.4%
1Y
34.4%

AutoCanada's (TSE:ACQ) Anemic Earnings Might Be Worse Than You Think

Mar 27
AutoCanada's (TSE:ACQ) Anemic Earnings Might Be Worse Than You Think
XAU
CA$16.56
Goldmoney
7D
1.2%
1Y
106.2%
LNF
CA$26.67
Leon's Furniture
7D
2.6%
1Y
21.8%
NXT
CA$0.13
NextGen Digital Platforms
7D
4.2%
1Y
-64.3%
BILD
CA$3.25
BuildDirect.com Technologies
7D
6.9%
1Y
168.6%

What BuildDirect.com Technologies Inc.'s (CVE:BILD) P/S Is Not Telling You

Jan 06
What BuildDirect.com Technologies Inc.'s (CVE:BILD) P/S Is Not Telling You