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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedAug 04, 2024
DataAggregated Company Financials
Companies15
  • 7D-2.2%
  • 3M6.8%
  • 1Y24.4%
  • YTD27.3%

Over the last 7 days, the Specialty Stores industry has dropped 2.3%, driven by a pullback from Aritzia of 6.4%. In contrast, Leon's Furniture has gained 8.2%. In the past year, the industry has gained 25%. Looking forward, earnings are forecast to grow by 39% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 Aug 2024CA$11.6bCA$14.7bCA$430.4m23.8x27x0.8x
Tue, 02 Jul 2024CA$10.6bCA$14.7bCA$427.1m23x24.8x0.7x
Thu, 30 May 2024CA$9.9bCA$15.9bCA$414.5m13.9x23.8x0.6x
Sat, 27 Apr 2024CA$10.5bCA$15.9bCA$429.5m14.4x24.5x0.7x
Mon, 25 Mar 2024CA$11.1bCA$15.9bCA$422.7m14.3x26.3x0.7x
Wed, 21 Feb 2024CA$10.5bCA$15.7bCA$454.1m16.1x23.1x0.7x
Fri, 19 Jan 2024CA$10.0bCA$14.9bCA$441.1m15.8x22.6x0.7x
Sun, 17 Dec 2023CA$8.9bCA$14.9bCA$468.6m15.5x19x0.6x
Tue, 14 Nov 2023CA$8.3bCA$14.9bCA$486.7m15.1x17x0.6x
Thu, 12 Oct 2023CA$8.5bCA$15.9bCA$465.9m13.6x18.3x0.5x
Sat, 09 Sep 2023CA$8.6bCA$16.0bCA$509.9m12.2x17x0.5x
Mon, 07 Aug 2023CA$7.2bCA$15.0bCA$445.3m16.2x16.2x0.5x
Wed, 05 Jul 2023CA$8.3bCA$14.6bCA$454.3m15.6x18.4x0.6x
Fri, 02 Jun 2023CA$8.0bCA$14.7bCA$445.5m12.5x18x0.5x
Sun, 30 Apr 2023CA$8.8bCA$14.3bCA$447.4m8.7x19.7x0.6x
Tue, 28 Mar 2023CA$8.0bCA$14.3bCA$482.6m8x16.6x0.6x
Thu, 23 Feb 2023CA$8.9bCA$14.0bCA$558.0m8.8x15.9x0.6x
Sat, 21 Jan 2023CA$8.9bCA$12.9bCA$590.0m9.1x15.1x0.7x
Mon, 19 Dec 2022CA$8.8bCA$12.7bCA$574.9m8.5x15.3x0.7x
Wed, 16 Nov 2022CA$9.3bCA$12.8bCA$615.6m7.4x15.1x0.7x
Fri, 14 Oct 2022CA$9.0bCA$13.5bCA$626.0m7.7x14.4x0.7x
Sun, 11 Sep 2022CA$9.4bCA$13.3bCA$663.4m8.5x14.2x0.7x
Tue, 09 Aug 2022CA$8.9bCA$12.8bCA$669.2m8.6x13.3x0.7x
Thu, 07 Jul 2022CA$7.5bCA$12.6bCA$648.2m7.9x11.6x0.6x
Sat, 04 Jun 2022CA$8.4bCA$12.5bCA$625.2m8.2x13.5x0.7x
Mon, 02 May 2022CA$9.5bCA$11.9bCA$625.9m8.4x15.2x0.8x
Wed, 30 Mar 2022CA$10.6bCA$11.9bCA$628.2m10.4x16.8x0.9x
Fri, 25 Feb 2022CA$10.4bCA$11.5bCA$576.0m8x18.1x0.9x
Sun, 23 Jan 2022CA$11.7bCA$11.5bCA$558.4m9.1x21x1x
Tue, 21 Dec 2021CA$11.1bCA$11.3bCA$523.9m9x21.2x1x
Thu, 18 Nov 2021CA$11.8bCA$11.2bCA$506.1m9.2x23.3x1x
Sat, 16 Oct 2021CA$11.2bCA$10.9bCA$454.0m10.3x24.7x1x
Mon, 13 Sep 2021CA$10.5bCA$10.8bCA$412.9m10.4x25.5x1x
Wed, 11 Aug 2021CA$10.4bCA$9.8bCA$412.6m12.7x25.3x1.1x
Price to Earnings Ratio

25.3x


Total Market Cap: CA$10.4bTotal Earnings: CA$412.6mTotal Revenue: CA$9.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 19x202220232024
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 27.6x which is higher than its 3-year average PE of 19.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.72x.
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 14% 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 Market-2.56%
Consumer Discretionary-1.65%
Specialty Stores-2.22%
Home Furnishing Retail3.81%
Computer and Electronics Retail0%
Home Improvement Retail0%
Specialty Stores-1.77%
Automotive Retail-2.49%
Apparel Retail-6.24%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 34.5x.
    • Analysts are expecting annual earnings growth of 60.4%, which is higher than its past year's earnings decline of 65.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 166% over the next 5 years.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 7.2% 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
LNF Leon's FurnitureCA$26.888.2%
+CA$138.3m
26.7%PE12.7x
XAU GoldmoneyCA$8.6013.3%
+CA$13.2m
-11.2%PS1.4x
NOVC Nova CannabisCA$1.282.4%
+CA$1.9m
184.4%PE26x
ROOT RootsCA$2.082.0%
+CA$1.6m
-31.6%PE91.9x
IDG Indigo Books & MusicCA$2.490.4%
+CA$276.8k
31.1%PS0.07x
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Latest News

NOVC

CA$1.28

Nova Cannabis

7D

2.4%

1Y

184.4%

DIV

CA$2.74

Diversified Royalty

7D

-0.7%

1Y

-5.5%

XAU

CA$8.60

Goldmoney

7D

13.3%

1Y

-11.2%

AUTO

CA$0.06

Carbeeza

7D

-29.4%

1Y

-66.7%

ACQ

CA$18.54

AutoCanada

7D

-4.3%

1Y

-9.8%

KITS

CA$9.73

Kits Eyecare

7D

-3.0%

1Y

88.2%

LNF

CA$26.88

Leon's Furniture

7D

8.2%

1Y

26.7%

ZZZ

CA$34.92

Sleep Country Canada Holdings

7D

-0.3%

1Y

23.7%

ATZ

CA$42.60

Aritzia

7D

-6.4%

1Y

69.9%

PET

CA$26.70

Pet Valu Holdings

7D

-2.5%

1Y

-11.9%

ROOT

CA$2.08

Roots

7D

2.0%

1Y

-31.6%

IDG

CA$2.49

Indigo Books & Music

7D

0.4%

1Y

31.1%