Narrative Update • Jun 30

Over the last 7 days, the Food and Staples Retail industry has remained flat, although notably Alimentation Couche-Tard gained 3.0%. As for the the longer term, the industry is up 15% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Thu, 09 Jul 2026 | CA$228.3b | CA$296.2b | CA$9.5b | 19.4x | 24.1x | 0.8x |
| Sat, 06 Jun 2026 | CA$217.7b | CA$289.9b | CA$8.8b | 19.9x | 24.8x | 0.8x |
| Mon, 04 May 2026 | CA$217.2b | CA$286.0b | CA$8.6b | 20.1x | 25.4x | 0.8x |
| Wed, 01 Apr 2026 | CA$217.7b | CA$288.4b | CA$8.6b | 24.9x | 25.3x | 0.8x |
| Fri, 27 Feb 2026 | CA$225.7b | CA$284.5b | CA$9.4b | 25.4x | 24x | 0.8x |
| Sun, 25 Jan 2026 | CA$216.8b | CA$284.4b | CA$9.3b | 22.9x | 23.3x | 0.8x |
| Tue, 23 Dec 2025 | CA$212.5b | CA$284.9b | CA$9.3b | 22.6x | 22.8x | 0.7x |
| Thu, 20 Nov 2025 | CA$208.9b | CA$286.1b | CA$9.4b | 20.8x | 22.3x | 0.7x |
| Sat, 18 Oct 2025 | CA$206.1b | CA$284.0b | CA$9.0b | 20x | 23x | 0.7x |
| Mon, 15 Sep 2025 | CA$204.0b | CA$282.0b | CA$9.1b | 20x | 22.5x | 0.7x |
| Wed, 13 Aug 2025 | CA$207.5b | CA$281.6b | CA$8.8b | 20.9x | 23.7x | 0.7x |
| Fri, 11 Jul 2025 | CA$207.0b | CA$280.8b | CA$8.7b | 20.9x | 23.7x | 0.7x |
| Sun, 08 Jun 2025 | CA$207.5b | CA$283.8b | CA$8.7b | 23.1x | 23.7x | 0.7x |
| Tue, 06 May 2025 | CA$207.7b | CA$284.1b | CA$8.9b | 23.4x | 23.3x | 0.7x |
| Thu, 03 Apr 2025 | CA$197.5b | CA$287.0b | CA$9.0b | 23.3x | 22x | 0.7x |
| Sat, 01 Mar 2025 | CA$187.1b | CA$286.1b | CA$9.0b | 22x | 20.8x | 0.7x |
| Mon, 27 Jan 2025 | CA$190.8b | CA$284.3b | CA$8.3b | 19.4x | 23x | 0.7x |
| Wed, 25 Dec 2024 | CA$197.5b | CA$284.6b | CA$8.3b | 20.6x | 23.8x | 0.7x |
| Fri, 22 Nov 2024 | CA$187.7b | CA$280.0b | CA$8.4b | 19.9x | 22.5x | 0.7x |
| Sun, 20 Oct 2024 | CA$184.5b | CA$278.4b | CA$8.8b | 18.8x | 21.1x | 0.7x |
| Tue, 17 Sep 2024 | CA$187.5b | CA$276.8b | CA$8.7b | 19.7x | 21.6x | 0.7x |
| Thu, 15 Aug 2024 | CA$187.9b | CA$273.8b | CA$8.9b | 18.3x | 21.1x | 0.7x |
| Sat, 13 Jul 2024 | CA$184.2b | CA$272.8b | CA$9.0b | 16.7x | 20.4x | 0.7x |
| Mon, 10 Jun 2024 | CA$179.1b | CA$271.8b | CA$9.4b | 16.3x | 19x | 0.7x |
| Wed, 08 May 2024 | CA$170.6b | CA$270.4b | CA$9.5b | 15.4x | 17.9x | 0.6x |
| Fri, 05 Apr 2024 | CA$168.2b | CA$269.1b | CA$9.6b | 15.6x | 17.6x | 0.6x |
| Sun, 03 Mar 2024 | CA$177.8b | CA$270.6b | CA$9.7b | 16.2x | 18.4x | 0.7x |
| Tue, 30 Jan 2024 | CA$168.9b | CA$268.2b | CA$9.5b | 16.2x | 17.7x | 0.6x |
| Thu, 28 Dec 2023 | CA$163.5b | CA$266.7b | CA$9.5b | 15.7x | 17.3x | 0.6x |
| Sat, 25 Nov 2023 | CA$164.8b | CA$270.1b | CA$9.6b | 16.2x | 17.2x | 0.6x |
| Mon, 23 Oct 2023 | CA$153.8b | CA$267.7b | CA$9.7b | 16.8x | 15.9x | 0.6x |
| Wed, 20 Sep 2023 | CA$153.9b | CA$265.9b | CA$9.6b | 17x | 16x | 0.6x |
| Fri, 18 Aug 2023 | CA$153.0b | CA$270.5b | CA$9.6b | 15.8x | 16x | 0.6x |
| Sun, 16 Jul 2023 | CA$154.4b | CA$265.8b | CA$9.4b | 16.5x | 16.4x | 0.6x |
16.4x
Which industries have driven the changes within the Canadian Consumer Staples industry?
| CA Market | 0.18% | |
| Consumer Staples | 0.81% | |
| Food and Staples Retail | 0.79% | |
| Food Distributors | 1.32% | |
| Drug Retail | 0.99% | |
| Food Retail | 0.79% | |
| Big Box Super Stores | -3.23% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ATD Alimentation Couche-Tard | CA$93.15 | 3.0% +CA$2.5b | 34.2% | PE19.2x | |
| MRU Metro | CA$91.88 | 1.3% +CA$252.0m | -13.3% | PE19.6x | |
| NWC North West | CA$51.32 | 3.9% +CA$100.6m | 8.0% | PE17.3x | |
| CRRX CareRx | CA$3.51 | 1.4% +CA$3.2m | 18.2% | PE8.2x | |
| SUGR Sucro | CA$10.00 | 1.3% +CA$3.1m | -21.6% | PE5x |