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Australian (ASX) Consumer Discretionary Sector Analysis
UpdatedNov 06, 2025
DataAggregated Company Financials
Companies94
- 7D-7.0%
- 3M-4.8%
- 1Y10.4%
- YTD5.4%
Over the last 7 days, the Consumer Discretionary industry has dropped 7.0%, driven by Wesfarmers declining 11%. Over the past 12 months, the industry was up 13%. As for the next few years, earnings are expected to grow by 11% per annum.
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 |
|---|---|---|---|---|---|---|
| Thu, 06 Nov 2025 | AU$228.9b | AU$127.7b | AU$6.6b | 25.1x | 34.8x | 1.8x |
| Sat, 04 Oct 2025 | AU$248.4b | AU$127.7b | AU$6.5b | 26.9x | 38.1x | 1.9x |
| Mon, 01 Sep 2025 | AU$251.6b | AU$131.0b | AU$6.6b | 26.9x | 37.9x | 1.9x |
| Wed, 30 Jul 2025 | AU$229.0b | AU$128.6b | AU$4.1b | 24.3x | 56.4x | 1.8x |
| Fri, 27 Jun 2025 | AU$224.6b | AU$129.5b | AU$4.1b | 22.5x | 55.3x | 1.7x |
| Sun, 25 May 2025 | AU$223.4b | AU$129.6b | AU$4.1b | 22.5x | 53.9x | 1.7x |
| Tue, 22 Apr 2025 | AU$210.1b | AU$129.4b | AU$4.3b | 20.2x | 49.1x | 1.6x |
| Thu, 20 Mar 2025 | AU$206.9b | AU$129.5b | AU$4.6b | 20x | 44.6x | 1.6x |
| Sat, 15 Feb 2025 | AU$234.8b | AU$127.7b | AU$4.1b | 19.9x | 57.6x | 1.8x |
| Mon, 13 Jan 2025 | AU$220.9b | AU$127.0b | AU$4.1b | 20.3x | 54.3x | 1.7x |
| Wed, 11 Dec 2024 | AU$222.7b | AU$126.8b | AU$4.1b | 21.5x | 54.7x | 1.8x |
| Fri, 08 Nov 2024 | AU$207.8b | AU$127.0b | AU$4.3b | 20.3x | 48.9x | 1.6x |
| Sun, 06 Oct 2024 | AU$210.1b | AU$127.0b | AU$4.3b | 19.4x | 49.4x | 1.7x |
| Tue, 03 Sep 2024 | AU$212.3b | AU$127.2b | AU$4.8b | 20.3x | 44.3x | 1.7x |
| Thu, 01 Aug 2024 | AU$212.4b | AU$124.8b | AU$5.8b | 16.9x | 36.8x | 1.7x |
| Sat, 29 Jun 2024 | AU$195.2b | AU$124.4b | AU$5.8b | 15.9x | 33.8x | 1.6x |
| Mon, 27 May 2024 | AU$186.8b | AU$124.4b | AU$5.7b | 15.6x | 32.6x | 1.5x |
| Wed, 24 Apr 2024 | AU$191.3b | AU$124.2b | AU$5.7b | 17.7x | 33.7x | 1.5x |
| Fri, 22 Mar 2024 | AU$201.5b | AU$124.2b | AU$5.6b | 17.9x | 35.7x | 1.6x |
| Sun, 18 Feb 2024 | AU$193.8b | AU$122.4b | AU$5.0b | 19.8x | 38.8x | 1.6x |
| Tue, 16 Jan 2024 | AU$193.8b | AU$126.2b | AU$4.4b | 18.2x | 43.9x | 1.5x |
| Thu, 14 Dec 2023 | AU$184.9b | AU$126.2b | AU$4.4b | 18.1x | 41.9x | 1.5x |
| Sat, 11 Nov 2023 | AU$181.9b | AU$125.7b | AU$4.0b | 18.9x | 45.6x | 1.4x |
| Mon, 09 Oct 2023 | AU$179.2b | AU$125.7b | AU$4.0b | 21.1x | 44.9x | 1.4x |
| Wed, 06 Sep 2023 | AU$190.4b | AU$125.7b | AU$4.0b | 20.7x | 47.3x | 1.5x |
| Fri, 04 Aug 2023 | AU$181.4b | AU$122.0b | AU$5.0b | 12.9x | 36.5x | 1.5x |
| Sun, 02 Jul 2023 | AU$175.1b | AU$122.0b | AU$5.0b | 12.3x | 35.2x | 1.4x |
| Tue, 30 May 2023 | AU$175.5b | AU$121.9b | AU$5.0b | 12.9x | 35x | 1.4x |
| Thu, 27 Apr 2023 | AU$185.4b | AU$121.4b | AU$4.8b | 14.5x | 38.3x | 1.5x |
| Sat, 25 Mar 2023 | AU$177.0b | AU$121.3b | AU$4.9b | 14x | 36x | 1.5x |
| Mon, 20 Feb 2023 | AU$182.2b | AU$117.8b | AU$5.8b | 16.4x | 31.2x | 1.5x |
| Wed, 18 Jan 2023 | AU$178.7b | AU$111.6b | AU$5.5b | 15.4x | 32.2x | 1.6x |
| Fri, 16 Dec 2022 | AU$172.5b | AU$111.7b | AU$5.5b | 14x | 31.1x | 1.5x |
| Sun, 13 Nov 2022 | AU$177.8b | AU$111.2b | AU$5.6b | 14.4x | 32x | 1.6x |
Price to Earnings Ratio
32x
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 35.0x which is lower than its 3-year average PE of 42.3x.
- 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 grown 5.8% per year over the last three years.
- Revenues for these companies have grown 4.7% 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 Market | -1.65% | |
| Consumer Discretionary | -7.04% | |
| Luxury | 2.06% | |
| Online Retail and Ecommerce | 0% | 0 |
| Auto Components | -2.86% | |
| Hospitality | -3.05% | |
| Consumer Durables | -3.27% | |
| Specialty Stores | -5.67% | |
| Auto | -6.25% | |
| Retail Distributors | -6.54% | |
| Consumer Services | -7.17% | |
| Leisure | -9.34% | |
| General Merchandise and Department Stores | -10.42% | |
Industry PE
- Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 37.2x.
- Analysts are expecting annual earnings growth of 21.9%, 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 5.6% 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 | |
|---|---|---|---|---|---|
| APE Eagers Automotive | AU$32.84 | -1.8% AU$552.6m | 187.8% | PE44.6x | |
| DMP Domino's Pizza Enterprises | AU$19.15 | 11.9% +AU$193.0m | -40.9% | PS0.8x | |
| ASG Autosports Group | AU$4.17 | 3.0% +AU$24.3m | 95.8% | PE25.7x | |
| BBT Betr Entertainment | AU$0.24 | 6.5% +AU$15.6m | -9.3% | PS1.9x | |
| AMS Atomos | AU$0.031 | 63.2% +AU$14.7m | 19.2% | PS1.2x |
