Narrative Update • Aug 18

The Food and Staples Retail industry has stayed flat over the last week. As for the the longer term, the industry is up 9.0% over the past 12 months. As for the next few years, earnings are expected to grow by 5.4% per annum.
Has the Canadian Food and Staples Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 30 Aug 2026 | CA$215.5b | CA$295.6b | CA$9.2b | 21.7x | 23.4x | 0.7x |
| Tue, 28 Jul 2026 | CA$228.7b | CA$295.9b | CA$9.5b | 19.2x | 24.2x | 0.8x |
| Thu, 25 Jun 2026 | CA$231.7b | CA$296.8b | CA$9.5b | 19.7x | 24.4x | 0.8x |
| Sat, 23 May 2026 | CA$213.4b | CA$288.9b | CA$8.7b | 20.2x | 24.4x | 0.7x |
| Mon, 20 Apr 2026 | CA$213.2b | CA$286.8b | CA$8.6b | 23.9x | 24.8x | 0.7x |
| Wed, 18 Mar 2026 | CA$226.9b | CA$285.6b | CA$8.4b | 27.1x | 27x | 0.8x |
| Fri, 13 Feb 2026 | CA$228.0b | CA$284.0b | CA$9.3b | 25.5x | 24.6x | 0.8x |
| Sun, 11 Jan 2026 | CA$213.5b | CA$286.0b | CA$9.4b | 22.7x | 22.8x | 0.7x |
| Tue, 09 Dec 2025 | CA$214.5b | CA$285.4b | CA$9.4b | 22.8x | 22.9x | 0.8x |
| Thu, 06 Nov 2025 | CA$198.6b | CA$284.8b | CA$8.9b | 20.1x | 22.3x | 0.7x |
| Sat, 04 Oct 2025 | CA$202.1b | CA$282.8b | CA$9.1b | 19.7x | 22.3x | 0.7x |
| Mon, 01 Sep 2025 | CA$203.3b | CA$281.7b | CA$8.8b | 19.8x | 23.2x | 0.7x |
| Wed, 30 Jul 2025 | CA$207.9b | CA$281.6b | CA$8.8b | 21.3x | 23.7x | 0.7x |
| Fri, 27 Jun 2025 | CA$206.0b | CA$281.8b | CA$8.7b | 23.3x | 23.6x | 0.7x |
| Sun, 25 May 2025 | CA$205.7b | CA$284.0b | CA$8.7b | 23.3x | 23.5x | 0.7x |
| Tue, 22 Apr 2025 | CA$202.1b | CA$283.7b | CA$8.9b | 22.9x | 22.7x | 0.7x |
| Thu, 20 Mar 2025 | CA$182.5b | CA$287.1b | CA$9.0b | 21.5x | 20.3x | 0.6x |
| Sat, 15 Feb 2025 | CA$186.4b | CA$283.0b | CA$8.3b | 21x | 22.5x | 0.7x |
| Mon, 13 Jan 2025 | CA$189.9b | CA$284.9b | CA$8.3b | 19.5x | 22.8x | 0.7x |
| Wed, 11 Dec 2024 | CA$201.2b | CA$283.0b | CA$8.3b | 21x | 24.4x | 0.7x |
| Fri, 08 Nov 2024 | CA$190.2b | CA$278.8b | CA$8.8b | 19.9x | 21.7x | 0.7x |
| Sun, 06 Oct 2024 | CA$182.7b | CA$276.7b | CA$8.7b | 19.2x | 21x | 0.7x |
| Tue, 03 Sep 2024 | CA$186.6b | CA$272.5b | CA$8.8b | 20x | 21.3x | 0.7x |
| Thu, 01 Aug 2024 | CA$191.2b | CA$274.4b | CA$8.9b | 18.3x | 21.4x | 0.7x |
| Sat, 29 Jun 2024 | CA$176.9b | CA$273.1b | CA$9.1b | 16.1x | 19.5x | 0.6x |
| Mon, 27 May 2024 | CA$177.7b | CA$270.5b | CA$9.3b | 16x | 19.1x | 0.7x |
| Wed, 24 Apr 2024 | CA$170.9b | CA$269.9b | CA$9.5b | 15.9x | 17.9x | 0.6x |
| Fri, 22 Mar 2024 | CA$175.7b | CA$269.0b | CA$9.5b | 16.3x | 18.4x | 0.7x |
| Sun, 18 Feb 2024 | CA$172.6b | CA$269.0b | CA$9.6b | 16.1x | 18.1x | 0.6x |
| Tue, 16 Jan 2024 | CA$166.2b | CA$268.3b | CA$9.5b | 16.2x | 17.4x | 0.6x |
| Thu, 14 Dec 2023 | CA$163.6b | CA$268.7b | CA$9.6b | 15.7x | 17.1x | 0.6x |
| Sat, 11 Nov 2023 | CA$165.9b | CA$268.9b | CA$9.8b | 16.5x | 16.9x | 0.6x |
| Mon, 09 Oct 2023 | CA$155.3b | CA$267.4b | CA$9.7b | 16.5x | 16x | 0.6x |
| Wed, 06 Sep 2023 | CA$156.8b | CA$271.3b | CA$9.6b | 16.5x | 16.3x | 0.6x |
16.3x
Which industries have driven the changes within the Canadian Consumer Staples industry?
| CA Market | -0.27% | |
| Consumer Staples | -1.01% | |
| Food and Staples Retail | -0.94% | |
| Big Box Super Stores | 21.74% | |
| Food Distributors | 9.72% | |
| Food Retail | -0.95% | |
| Drug Retail | -1.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WN George Weston | CA$98.20 | 0.9% +CA$344.1m | 11.0% | PE42.5x | |
| EMP.A Empire | CA$48.06 | 0.9% +CA$94.0m | -9.8% | PE54.3x | |
| SUGR Sucro | CA$10.50 | 9.7% +CA$22.4m | -22.1% | PE4.5x | |
| CHLT Custom Health Holdings | CA$7.20 | 5.3% +CA$9.3m | n/a | PS6.2x | |
| CRRX CareRx | CA$3.24 | 1.9% +CA$3.8m | 8.4% | PE7.7x |