Narrative Update • Jun 30

The Food and Staples Retail industry is up 3.3% in the last week, with Loblaw Companies up 5.3%. Meanwhile, Custom Health Holdings actually underperformed within the industry, shrinking 23% in the last week. In the last 12 months, the industry was up 16%. Looking forward, earnings are forecast to grow by 4.2% annually.
Has the Canadian Food and Staples Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 15 Jul 2026 | CA$229.9b | CA$296.2b | CA$9.5b | 19.5x | 24.3x | 0.8x |
| Fri, 12 Jun 2026 | CA$227.0b | CA$290.0b | CA$8.8b | 20.2x | 25.9x | 0.8x |
| Sun, 10 May 2026 | CA$210.6b | CA$287.3b | CA$8.7b | 20.4x | 24.2x | 0.7x |
| Tue, 07 Apr 2026 | CA$220.1b | CA$288.4b | CA$8.6b | 25.3x | 25.5x | 0.8x |
| Thu, 05 Mar 2026 | CA$223.2b | CA$284.3b | CA$9.4b | 24.6x | 23.7x | 0.8x |
| Sat, 31 Jan 2026 | CA$208.3b | CA$284.0b | CA$9.3b | 22x | 22.5x | 0.7x |
| Mon, 29 Dec 2025 | CA$211.7b | CA$284.2b | CA$9.3b | 22.4x | 22.7x | 0.7x |
| Wed, 26 Nov 2025 | CA$217.0b | CA$287.2b | CA$9.4b | 21.2x | 23x | 0.8x |
| Fri, 24 Oct 2025 | CA$208.2b | CA$283.8b | CA$8.9b | 19.5x | 23.3x | 0.7x |
| Sun, 21 Sep 2025 | CA$202.6b | CA$281.6b | CA$9.0b | 19.7x | 22.4x | 0.7x |
| Tue, 19 Aug 2025 | CA$207.0b | CA$282.1b | CA$8.8b | 18.4x | 23.5x | 0.7x |
| Thu, 17 Jul 2025 | CA$202.5b | CA$281.0b | CA$8.7b | 20.8x | 23.2x | 0.7x |
| Sat, 14 Jun 2025 | CA$209.5b | CA$282.9b | CA$8.7b | 23x | 24.1x | 0.7x |
| Mon, 12 May 2025 | CA$203.5b | CA$285.5b | CA$8.8b | 21.1x | 23.1x | 0.7x |
| Wed, 09 Apr 2025 | CA$190.9b | CA$286.5b | CA$9.0b | 22.2x | 21.3x | 0.7x |
| Fri, 07 Mar 2025 | CA$188.9b | CA$283.5b | CA$9.1b | 22.1x | 20.8x | 0.7x |
| Sun, 02 Feb 2025 | CA$189.8b | CA$285.9b | CA$8.4b | 19.4x | 22.7x | 0.7x |
| Tue, 31 Dec 2024 | CA$197.0b | CA$284.4b | CA$8.3b | 20.3x | 23.7x | 0.7x |
| Thu, 28 Nov 2024 | CA$191.2b | CA$281.8b | CA$8.2b | 21.6x | 23.2x | 0.7x |
| Sat, 26 Oct 2024 | CA$180.8b | CA$279.0b | CA$8.8b | 18.4x | 20.6x | 0.6x |
| Mon, 23 Sep 2024 | CA$184.9b | CA$276.6b | CA$8.7b | 19.8x | 21.3x | 0.7x |
| Wed, 21 Aug 2024 | CA$189.0b | CA$273.3b | CA$8.8b | 18.6x | 21.4x | 0.7x |
| Fri, 19 Jul 2024 | CA$184.9b | CA$273.3b | CA$9.1b | 17x | 20.4x | 0.7x |
| Sun, 16 Jun 2024 | CA$172.4b | CA$271.7b | CA$9.4b | 16.1x | 18.3x | 0.6x |
| Tue, 14 May 2024 | CA$172.0b | CA$270.6b | CA$9.3b | 15.6x | 18.4x | 0.6x |
| Thu, 11 Apr 2024 | CA$168.9b | CA$270.0b | CA$9.6b | 15.9x | 17.6x | 0.6x |
| Sat, 09 Mar 2024 | CA$177.9b | CA$270.1b | CA$9.6b | 16.4x | 18.4x | 0.7x |
| Mon, 05 Feb 2024 | CA$170.0b | CA$268.8b | CA$9.5b | 16.1x | 17.8x | 0.6x |
| Wed, 03 Jan 2024 | CA$165.1b | CA$267.6b | CA$9.5b | 15.8x | 17.4x | 0.6x |
| Fri, 01 Dec 2023 | CA$161.1b | CA$269.0b | CA$9.6b | 16x | 16.8x | 0.6x |
| Sun, 29 Oct 2023 | CA$152.6b | CA$268.9b | CA$9.7b | 15.8x | 15.7x | 0.6x |
| Tue, 26 Sep 2023 | CA$152.1b | CA$266.0b | CA$9.6b | 16.8x | 15.8x | 0.6x |
| Thu, 24 Aug 2023 | CA$152.1b | CA$270.5b | CA$9.6b | 16.2x | 15.9x | 0.6x |
| Sat, 22 Jul 2023 | CA$155.3b | CA$265.8b | CA$9.4b | 16.7x | 16.5x | 0.6x |
16.5x
Which industries have driven the changes within the Canadian Consumer Staples industry?
| CA Market | -0.069% | |
| Consumer Staples | 2.93% | |
| Food and Staples Retail | 3.30% | |
| Food Distributors | 15.08% | |
| Food Retail | 3.32% | |
| Big Box Super Stores | -6.15% | |
| Drug Retail | -8.94% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| L Loblaw Companies | CA$64.18 | 1.8% +CA$1.3b | 16.5% | PE28.2x | |
| MRU Metro | CA$93.56 | 3.9% +CA$716.1m | -10.1% | PE19.9x | |
| WN George Weston | CA$100.95 | 1.6% +CA$593.5m | 14.9% | PE37.9x | |
| NWC North West | CA$50.79 | 2.9% +CA$68.6m | 5.9% | PE17.2x | |
| TELY TelyRx Holdings | CA$3.00 | 25.0% +CA$29.3m | n/a | PS1.9x |