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Australian (ASX) Consumer Discretionary Sector Analysis

UpdatedNov 25, 2025
DataAggregated Company Financials
Companies91
  • 7D2.5%
  • 3M-10.4%
  • 1Y2.5%
  • YTD3.0%

Over the last 7 days, the Consumer Discretionary industry has risen 2.5%, driven by gains from Wesfarmers of 2.3%. Despite this gain, the industry's performance has been flat over the past year. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 30 Nov 2025AU$218.0bAU$126.4bAU$6.5b24.6x33.3x1.7x
Tue, 28 Oct 2025AU$243.6bAU$127.7bAU$6.6b26.6x37.1x1.9x
Thu, 25 Sep 2025AU$245.6bAU$128.4bAU$6.6b25.8x37.1x1.9x
Sat, 23 Aug 2025AU$249.6bAU$129.1bAU$3.8b27.8x66.2x1.9x
Mon, 21 Jul 2025AU$231.3bAU$129.5bAU$4.1b24.6x56.9x1.8x
Wed, 18 Jun 2025AU$224.6bAU$129.5bAU$4.1b20.5x54.7x1.7x
Fri, 16 May 2025AU$225.9bAU$129.6bAU$4.1b21.7x54.5x1.7x
Sun, 13 Apr 2025AU$208.5bAU$129.5bAU$4.6b20.3x45.4x1.6x
Tue, 11 Mar 2025AU$215.1bAU$129.6bAU$4.6b20.3x46.3x1.7x
Thu, 06 Feb 2025AU$226.3bAU$124.3bAU$4.0b19.6x56.2x1.8x
Sat, 04 Jan 2025AU$220.2bAU$127.0bAU$4.1b20.3x54x1.7x
Mon, 02 Dec 2024AU$219.5bAU$127.0bAU$4.1b20.6x53.9x1.7x
Wed, 30 Oct 2024AU$209.3bAU$127.0bAU$4.3b19.9x49.2x1.6x
Fri, 27 Sep 2024AU$216.3bAU$126.9bAU$4.8b20.1x45.2x1.7x
Sun, 25 Aug 2024AU$215.0bAU$126.4bAU$5.6b17.8x38.4x1.7x
Tue, 23 Jul 2024AU$205.2bAU$124.8bAU$5.8b16.9x35.6x1.6x
Thu, 20 Jun 2024AU$198.1bAU$124.4bAU$5.7b15.4x34.5x1.6x
Sat, 18 May 2024AU$195.0bAU$124.3bAU$5.7b16.6x34x1.6x
Mon, 15 Apr 2024AU$195.4bAU$124.2bAU$5.7b17.1x34.4x1.6x
Wed, 13 Mar 2024AU$200.0bAU$124.3bAU$5.7b17.8x35.4x1.6x
Fri, 09 Feb 2024AU$185.5bAU$122.1bAU$5.0b19.3x37.3x1.5x
Sun, 07 Jan 2024AU$189.6bAU$126.2bAU$4.4b18.2x42.9x1.5x
Tue, 05 Dec 2023AU$182.9bAU$126.2bAU$4.4b17.9x41.4x1.4x
Thu, 02 Nov 2023AU$175.8bAU$125.7bAU$4.0b18x44.1x1.4x
Sat, 30 Sep 2023AU$182.2bAU$125.7bAU$4.0b21.1x45.7x1.4x
Mon, 28 Aug 2023AU$184.4bAU$125.6bAU$4.9b14.9x37.8x1.5x
Wed, 26 Jul 2023AU$177.6bAU$122.0bAU$5.0b12.5x35.7x1.5x
Fri, 23 Jun 2023AU$174.3bAU$121.9bAU$5.0b11.6x34.8x1.4x
Sun, 21 May 2023AU$183.1bAU$121.8bAU$5.0b13.8x36.8x1.5x
Tue, 18 Apr 2023AU$185.1bAU$121.4bAU$4.8b14.5x38.2x1.5x
Thu, 16 Mar 2023AU$175.7bAU$121.2bAU$4.9b14.7x35.7x1.4x
Sat, 11 Feb 2023AU$181.0bAU$111.8bAU$5.6b16.2x32.4x1.6x
Mon, 09 Jan 2023AU$171.2bAU$111.7bAU$5.5b14.4x30.9x1.5x
Wed, 07 Dec 2022AU$175.8bAU$111.7bAU$5.5b14.2x31.7x1.6x
Price to Earnings Ratio

31.7x


Total Market Cap: AU$175.8bTotal Earnings: AU$5.5bTotal Revenue: AU$111.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Consumer Discretionary Sector Price to Earnings3Y Average 42.3x202320242025
Current Industry PE
  • Investors are pessimistic on the Australian Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 33.3x which is lower than its 3-year average PE of 42.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 5.7% per year over the last three years.
  • Revenues for these companies have grown 4.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Australian Consumer Discretionary sector?

AU Market2.63%
Consumer Discretionary2.49%
Auto16.92%
Retail Distributors5.73%
Auto Components5.53%
Consumer Services5.37%
Hospitality3.60%
General Merchandise and Department Stores1.75%
Specialty Stores1.61%
Consumer Durables1.44%
Leisure0%0
Online Retail and Ecommerce0%0
Luxury-1.67%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 39.5x.
    • Analysts are expecting annual earnings growth of 22.3%, which is higher than its past year's earnings decline of 3.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 106% over the next 5 years.
  • This is better than its past earnings decline of 22% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 5.8% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WES WesfarmersAU$81.882.3%
+AU$2.1b		14.0%PE31.8x
LNW Light & WonderAU$153.009.9%
+AU$1.0b		2.4%PE20x
WEB Web Travel GroupAU$4.7723.6%
+AU$328.8m		-7.4%PE3447.2x
JBH JB Hi-FiAU$98.183.1%
+AU$322.5m		8.1%PE23.2x
FLT Flight Centre Travel GroupAU$13.5312.2%
+AU$312.9m		-22.7%PE26.3x

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