Retailer Data
Retail Insider “Q3 2026 Consumer Behaviour / Retail Economy Report”: Loyal Shoppers Become More Selective
Canadian consumers kept spending in Q3, but household finances and purchasing decisions diverged. Retail Insider’s report examines why transactions, availability and basket composition matter alongside headline sales.
Canadian employment holds steady in October as wholesale and retail trade shed 29,000 jobs: Statistics Canada
Statistics Canada reports a 1 per cent monthly decline in wholesale and retail trade employment in October, while the national unemployment rate edged up to 6.7 per cent.
Cineplex reports record $440.2M quarterly revenue as adjusted EBITDA more than doubles
Cineplex posted record third-quarter revenue and box office sales in 2026, while reporting stronger cash flow and launching a strategic review that includes a potential sale of the company.
Canada Goose Faces Deeper Comparable Sales Declines as Winter Shoppers Delay Purchases
Canada Goose reported a 7.5% decline in comparable sales during its second fiscal quarter, with weakness continuing into October as warmer weather delayed winter apparel purchases. Canadian sales held steady while gross margins improved.
Leon’s Furniture reports higher third-quarter profit despite lower sales
Leon’s Furniture reported a 1.2 per cent increase in third-quarter net income as revenue declined 0.9 per cent, with inventory delays weighing on furniture sales and a property sale boosting earnings.
Kits Eyecare reports record third-quarter revenue as glasses sales climb 59%
Vancouver-based Kits Eyecare posted record third-quarter revenue of $63.7 million, supported by higher glasses sales, repeat customer growth and increased operating cash flow.
Apple’s AI Strategy Is Reshaping Its Hardware and Services Economics
Apple generated US$478.8 billion in fiscal 2026 revenue as rising memory prices and AI computing costs put pressure on margins. Its strategy includes paid AI services, enterprise applications and new advertising opportunities for Canadian retailers.
Retail Insider “Q3 2026 Real Estate & Leasing Report”: Signed Space Must Become Paying Space
High occupancy and stronger replacement rents coexist with costly anchor redevelopments. Retail Insider’s Q3 report examines why openings, rent commencement and capital returns will determine the value of current leasing progress.
Gildan cuts 2026 outlook as weaker apparel demand weighs on third-quarter sales
Gildan Activewear lowers its 2026 revenue and earnings forecasts after weaker-than-expected demand across wholesale and retail channels, while continuing its HanesBrands integration.
Morguard Reports 90.3% Retail Occupancy as Third-Quarter Retail NOI Declines
Morguard reported 90.3 per cent retail occupancy in the third quarter of 2026, while adjusted net operating income from its retail portfolio declined year over year amid higher vacancies and lower lease cancellation fees.
Crombie REIT reports higher funds from operations as occupancy reaches record level
Crombie REIT reported a 3 per cent increase in third-quarter funds from operations per unit, stronger rental rates and a planned $134-million acquisition of 13 Ontario retail properties.
Plaza Retail REIT reports higher earnings, occupancy and cash flow in third quarter
Plaza Retail REIT reported higher funds from operations, a 98.3 per cent committed occupancy rate and increased net operating income for the first nine months of 2026.
SmartCentres reports higher occupancy and retail leasing growth in third quarter
SmartCentres reported 98.2 per cent retail occupancy and higher rental income in the third quarter, while advancing new Walmart-anchored developments and expanding its self-storage portfolio.
Maple Leaf Foods sales surpass $1 billion in Q3
Maple Leaf Foods reports higher third-quarter sales and adjusted EBITDA but lowers its 2026 earnings outlook amid persistent food production inflation and pressure on consumers.
Retail Insider “Q3 2026 Home Furnishings Report”: The Store Needs a Defined Job
Home-furnishings retailers are investing despite soft category sales. The Q3 report examines how digital demand, consultation and separate fulfilment models are changing the purpose and economics of physical stores.
Shopify experiences 32% revenue growth in Q3
Shopify expects revenue to grow at a low-30s percentage rate in the fourth quarter on a year-over-year basis.
Retail Insider “Q3 2026 Health & Beauty Report”: Growth Depends on the Return Visit
Pharmacy services, beauty distribution and wellness formats are expanding in Canada. The Q3 report examines why repeat purchasing, service use and credible value matter beyond the initial launch.
RioCan raises 2026 earnings outlook as retail occupancy reaches record 98.9%
RioCan reports 5.1% growth in third-quarter Core FFO per unit, record retail occupancy and higher leasing rents as it updates its 2026 financial outlook.
First Capital REIT reports higher third-quarter earnings as rental rates rise
First Capital REIT reported 9.2 per cent growth in operating FFO per unit in the third quarter, supported by higher rental income and lease renewals, while portfolio occupancy edged lower.
Retail Insider “Q3 2026 Convenience Report”: Food Growth Must Improve Store Economics
Convenience retailers are investing in prepared food, exclusive products and repeat-visit rewards. The Q3 report asks whether those gains can improve merchandise sales and margins across the store.
Retail Insider “Q3 2026 Discount & Off-Price Report”: More Transactions Put Value Models to the Test
Dollarama and TJX Canada generated more purchases as value competition expanded. Retail Insider’s Q3 report examines the different retail models behind that demand and the margins needed to sustain it.
Retail trade rebounds in August on widespread strengths across most subsectors: Statistics Canada
A rebound in motor vehicle and parts dealers (+1.8%) led the increase in August, driven by higher sales at new car dealers and more than offsetting the decline in July, said Statistics Canada.
Statistics Canada Reports August Job Losses in Retail and Food Services
Statistics Canada says retail payroll employment fell by 4,400 in August, while accommodation and food services lost 6,800 jobs as vacancies held steady at 507,200.
Statistics Canada Reports Eighth Consecutive Monthly Increase in Restaurant Sales
Statistics Canada reports restaurant and foodservice sales rose 0.3% to $8.9 billion in August, despite ongoing profitability pressures across the industry.
Retail Insider “Q3 2026 Logistics & Supply Chain Report”: Resilience Has to Earn Its Cost
Canadian retailers added distribution capacity while tariffs, freight costs and inventory needs shifted. Retail Insider’s Q3 report examines when extra supply-chain options protect service and justify their expense.
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