The chart shows a three-month recovery led by retailers, with auto suppliers lagging.
| Stock/index | Chart return | Brief explanation |
|---|---|---|
| Consumer Discretionary index | +3.75% | Recovered from its September low as retail stocks strengthened. |
| Aritzia (ATZ) | +16.76% | The sharp October jump followed results showing 44% revenue growth, strong U.S. sales and a raised annual sales outlook. |
| Dollarama (DOL) | +14.30% | Strong demand for value-priced goods supported results: Canadian comparable sales increased 5.4%. |
| Canadian Tire / Restaurant Brands | +5.45% / +3.67% | Participated in the recovery; specific catalysts are unconfirmed. |
| Magna / Linamar | −3.35% / −12.95% | Continued weakness contrasts with retailers. Tariff and automotive supply-chain uncertainty remain relevant pressures, although they do not fully explain these declines. |