Narrative Update • Jun 30

The Food and Staples Retail industry is up 2.3% in the last week, with Alimentation Couche-Tard up 2.2%. Meanwhile, Sucro actually underperformed within the industry, shrinking 5.0% in the last week. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 4.2% 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 |
|---|---|---|---|---|---|---|
| Wed, 29 Jul 2026 | CA$230.8b | CA$295.8b | CA$9.5b | 19.6x | 24.4x | 0.8x |
| Fri, 26 Jun 2026 | CA$236.8b | CA$296.5b | CA$9.5b | 19.7x | 25x | 0.8x |
| Sun, 24 May 2026 | CA$212.6b | CA$288.9b | CA$8.7b | 20.2x | 24.3x | 0.7x |
| Tue, 21 Apr 2026 | CA$213.1b | CA$286.4b | CA$8.6b | 24.1x | 24.9x | 0.7x |
| Thu, 19 Mar 2026 | CA$223.5b | CA$287.0b | CA$8.6b | 26.8x | 26.1x | 0.8x |
| Sat, 14 Feb 2026 | CA$231.3b | CA$284.0b | CA$9.3b | 25.4x | 25x | 0.8x |
| Mon, 12 Jan 2026 | CA$213.5b | CA$286.0b | CA$9.4b | 22.7x | 22.8x | 0.7x |
| Wed, 10 Dec 2025 | CA$212.1b | CA$285.4b | CA$9.4b | 22.7x | 22.6x | 0.7x |
| Fri, 07 Nov 2025 | CA$202.9b | CA$284.8b | CA$8.9b | 20x | 22.8x | 0.7x |
| Sun, 05 Oct 2025 | CA$202.5b | CA$282.8b | CA$9.1b | 19.7x | 22.3x | 0.7x |
| Tue, 02 Sep 2025 | CA$203.3b | CA$281.7b | CA$8.8b | 19.8x | 23.2x | 0.7x |
| Thu, 31 Jul 2025 | CA$209.4b | CA$282.1b | CA$8.8b | 21.3x | 23.9x | 0.7x |
| Sat, 28 Jun 2025 | CA$205.8b | CA$282.2b | CA$8.7b | 23.4x | 23.5x | 0.7x |
| Mon, 26 May 2025 | CA$205.7b | CA$284.0b | CA$8.7b | 23.3x | 23.5x | 0.7x |
| Wed, 23 Apr 2025 | CA$203.6b | CA$283.6b | CA$8.9b | 23.1x | 22.9x | 0.7x |
| Fri, 21 Mar 2025 | CA$188.6b | CA$287.0b | CA$9.0b | 21.8x | 21x | 0.7x |
| Sun, 16 Feb 2025 | CA$184.2b | CA$283.0b | CA$8.3b | 21x | 22.3x | 0.7x |
| Tue, 14 Jan 2025 | CA$189.8b | CA$284.7b | CA$8.3b | 19.2x | 22.8x | 0.7x |
| Thu, 12 Dec 2024 | CA$199.9b | CA$282.9b | CA$8.3b | 21.2x | 24.2x | 0.7x |
| Sat, 09 Nov 2024 | CA$191.9b | CA$279.2b | CA$8.8b | 20x | 21.8x | 0.7x |
| Mon, 07 Oct 2024 | CA$182.7b | CA$276.7b | CA$8.7b | 19.2x | 21x | 0.7x |
| Wed, 04 Sep 2024 | CA$186.6b | CA$272.8b | CA$8.8b | 19.4x | 21.2x | 0.7x |
| Fri, 02 Aug 2024 | CA$191.2b | CA$274.9b | CA$9.0b | 18.2x | 21.3x | 0.7x |
| Sun, 30 Jun 2024 | CA$175.9b | CA$273.1b | CA$9.1b | 16.1x | 19.4x | 0.6x |
| Tue, 28 May 2024 | CA$177.7b | CA$270.3b | CA$9.3b | 15.9x | 19.1x | 0.7x |
| Thu, 25 Apr 2024 | CA$170.9b | CA$270.3b | CA$9.5b | 16.2x | 17.9x | 0.6x |
| Sat, 23 Mar 2024 | CA$173.5b | CA$269.5b | CA$9.6b | 16.4x | 18.1x | 0.6x |
| Mon, 19 Feb 2024 | CA$172.6b | CA$269.0b | CA$9.6b | 16.1x | 18.1x | 0.6x |
| Wed, 17 Jan 2024 | CA$166.2b | CA$268.8b | CA$9.6b | 16.2x | 17.4x | 0.6x |
| Fri, 15 Dec 2023 | CA$164.6b | CA$268.2b | CA$9.5b | 15.5x | 17.3x | 0.6x |
| Sun, 12 Nov 2023 | CA$166.3b | CA$268.9b | CA$9.8b | 16.5x | 16.9x | 0.6x |
| Tue, 10 Oct 2023 | CA$155.3b | CA$267.4b | CA$9.7b | 16.5x | 16x | 0.6x |
| Thu, 07 Sep 2023 | CA$156.3b | CA$271.3b | CA$9.6b | 16.4x | 16.2x | 0.6x |
| Sat, 05 Aug 2023 | CA$149.5b | CA$268.9b | CA$9.5b | 15.4x | 15.8x | 0.6x |
15.8x
Which industries have driven the changes within the Canadian Consumer Staples industry?
| CA Market | 0.66% | |
| Consumer Staples | 2.15% | |
| Food and Staples Retail | 2.34% | |
| Big Box Super Stores | 4.00% | |
| Food Retail | 2.35% | |
| Drug Retail | 2.03% | |
| Food Distributors | -5.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ATD Alimentation Couche-Tard | CA$91.93 | 2.2% +CA$1.9b | 26.5% | PE19x | |
| WN George Weston | CA$107.24 | 3.5% +CA$1.4b | 19.9% | PE40.3x | |
| L Loblaw Companies | CA$66.13 | 1.8% +CA$1.3b | 17.3% | PE29x | |
| MRU Metro | CA$94.82 | 2.3% +CA$450.7m | -10.6% | PE20.2x | |
| EMP.A Empire | CA$51.50 | 3.4% +CA$374.1m | -7.5% | PE58.3x |