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Australian (ASX) Consumer Discretionary Sector Analysis
UpdatedJul 15, 2025
DataAggregated Company Financials
Companies98
- 7D-0.05%
- 3M8.2%
- 1Y10.8%
- YTD3.6%
The Consumer Discretionary industry has stayed flat over the last week. As for the the longer term, the industry is up 13% over the past 12 months. Looking forward, earnings are forecast to grow by 12% annually.
Sector Valuation and Performance
Has the Australian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Jul 2025 | AU$226.8b | AU$129.5b | AU$4.1b | 23.8x | 55.8x | 1.8x |
| Thu, 12 Jun 2025 | AU$228.5b | AU$129.4b | AU$4.1b | 20.9x | 55.7x | 1.8x |
| Sat, 10 May 2025 | AU$224.9b | AU$129.4b | AU$4.3b | 20.5x | 52.4x | 1.7x |
| Mon, 07 Apr 2025 | AU$203.2b | AU$129.5b | AU$4.6b | 20.1x | 44.2x | 1.6x |
| Wed, 05 Mar 2025 | AU$222.7b | AU$129.6b | AU$4.6b | 20.5x | 48x | 1.7x |
| Fri, 31 Jan 2025 | AU$228.3b | AU$124.3b | AU$4.0b | 19.7x | 56.7x | 1.8x |
| Sun, 29 Dec 2024 | AU$221.8b | AU$127.0b | AU$4.1b | 20.3x | 54.4x | 1.7x |
| Tue, 26 Nov 2024 | AU$216.9b | AU$127.0b | AU$4.1b | 19.7x | 53.3x | 1.7x |
| Thu, 24 Oct 2024 | AU$209.3b | AU$127.0b | AU$4.3b | 19.8x | 49.2x | 1.6x |
| Sat, 21 Sep 2024 | AU$214.9b | AU$126.9b | AU$4.8b | 19.9x | 44.7x | 1.7x |
| Mon, 19 Aug 2024 | AU$214.3b | AU$124.9b | AU$5.7b | 17.1x | 37.7x | 1.7x |
| Wed, 17 Jul 2024 | AU$203.4b | AU$124.7b | AU$5.8b | 16.1x | 35.3x | 1.6x |
| Fri, 14 Jun 2024 | AU$193.4b | AU$124.4b | AU$5.7b | 15.4x | 33.7x | 1.6x |
| Sun, 12 May 2024 | AU$190.1b | AU$124.1b | AU$5.7b | 16.6x | 33.5x | 1.5x |
| Tue, 09 Apr 2024 | AU$196.7b | AU$124.1b | AU$5.7b | 17.5x | 34.7x | 1.6x |
| Thu, 07 Mar 2024 | AU$197.8b | AU$124.3b | AU$5.7b | 17.8x | 35x | 1.6x |
| Sat, 03 Feb 2024 | AU$198.2b | AU$126.2b | AU$4.4b | 19.6x | 44.9x | 1.6x |
| Mon, 01 Jan 2024 | AU$193.5b | AU$126.2b | AU$4.4b | 18.2x | 43.8x | 1.5x |
| Wed, 29 Nov 2023 | AU$178.5b | AU$126.2b | AU$4.4b | 17.5x | 40.4x | 1.4x |
| Fri, 27 Oct 2023 | AU$174.3b | AU$125.7b | AU$4.0b | 18.2x | 43.7x | 1.4x |
| Sun, 24 Sep 2023 | AU$183.0b | AU$125.7b | AU$4.0b | 21.3x | 45.8x | 1.5x |
| Tue, 22 Aug 2023 | AU$181.2b | AU$122.2b | AU$4.9b | 14x | 36.7x | 1.5x |
| Thu, 20 Jul 2023 | AU$179.0b | AU$122.0b | AU$5.0b | 12.7x | 36x | 1.5x |
| Sat, 17 Jun 2023 | AU$174.5b | AU$121.9b | AU$5.0b | 12.1x | 34.9x | 1.4x |
| Mon, 15 May 2023 | AU$184.7b | AU$121.4b | AU$4.8b | 14.5x | 38.2x | 1.5x |
| Wed, 12 Apr 2023 | AU$184.1b | AU$121.4b | AU$4.9b | 14.4x | 37.7x | 1.5x |
| Fri, 10 Mar 2023 | AU$182.2b | AU$121.2b | AU$4.9b | 15x | 37.1x | 1.5x |
| Sun, 05 Feb 2023 | AU$186.1b | AU$111.7b | AU$5.5b | 17.2x | 33.6x | 1.7x |
| Tue, 03 Jan 2023 | AU$166.0b | AU$111.7b | AU$5.5b | 14.1x | 30x | 1.5x |
| Thu, 01 Dec 2022 | AU$177.0b | AU$111.7b | AU$5.6b | 13.4x | 31.8x | 1.6x |
| Sat, 29 Oct 2022 | AU$168.6b | AU$111.2b | AU$5.5b | 13.5x | 30.4x | 1.5x |
| Mon, 26 Sep 2022 | AU$162.0b | AU$111.0b | AU$5.5b | 14.9x | 29.3x | 1.5x |
| Wed, 24 Aug 2022 | AU$164.4b | AU$108.3b | AU$5.4b | 15.3x | 30.5x | 1.5x |
| Fri, 22 Jul 2022 | AU$166.0b | AU$106.7b | AU$5.4b | 15.9x | 30.6x | 1.6x |
Price to Earnings Ratio
30.6x
Current Industry PE
- Investors are optimistic on the Australian Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 56.0x which is higher than its 3-year average PE of 40.7x.
- The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 9.2% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.7% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Australian Consumer Discretionary sector?
| AU Market | -0.042% | |
| Consumer Discretionary | -0.048% | |
| Retail Distributors | 3.51% | |
| Specialty Stores | 0.99% | |
| Auto Components | 0.79% | |
| Leisure | 0.19% | |
| Hospitality | 0.064% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -0.25% | |
| General Merchandise and Department Stores | -0.53% | |
| Luxury | -0.62% | |
| Auto | -2.38% | |
| Consumer Services | -3.73% | |
Industry PE
- Investors are most optimistic about the Consumer Durables industry even though it's trading below its 3-year average PE ratio of 48.5x.
- Analysts are expecting annual earnings growth of 9.7%, which is higher than its past year's earnings decline of 21.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 81% over the next 5 years.
- This is better than its past earnings growth rate of 31% per year.
- In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 7.5% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TLC Lottery | AU$5.37 | 2.9% +AU$333.7m | 7.8% | PE32.1x | |
| APE Eagers Automotive | AU$19.36 | 4.0% +AU$193.6m | 83.3% | PE24.4x | |
| HVN Harvey Norman Holdings | AU$5.51 | 1.8% +AU$124.6m | 22.2% | PE15.9x | |
| SUL Super Retail Group | AU$15.31 | 3.6% +AU$119.7m | 6.2% | PE15.3x | |
| SNL Supply Network | AU$39.37 | 6.7% +AU$107.3m | 89.3% | PE45.3x |
