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Australian (ASX) Consumer Durables Industry Analysis

UpdatedJan 21, 2026
DataAggregated Company Financials
Companies7
  • 7D2.7%
  • 3M4.5%
  • 1Y-15.1%
  • YTD2.6%

Over the last 7 days, the Consumer Durables industry has risen 2.7%, driven by gains from Breville Group of 3.0%. Meanwhile, Atomos actually underperformed within the industry, shrinking 7.4% in the last week. In the past year, the industry is down 15%. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

Has the Australian Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 21 Jan 2026AU$5.0bAU$3.2bAU$158.2m19.5x31.4x1.5x
Fri, 19 Dec 2025AU$4.8bAU$3.2bAU$158.2m18.6x30.1x1.5x
Sun, 16 Nov 2025AU$5.0bAU$3.2bAU$158.2m19.8x31.6x1.5x
Tue, 14 Oct 2025AU$4.6bAU$3.2bAU$158.2m19.3x29.2x1.4x
Thu, 11 Sep 2025AU$5.0bAU$3.2bAU$158.2m19.2x31.5x1.5x
Sat, 09 Aug 2025AU$5.7bAU$3.5bAU$154.8m18.1x37.1x1.7x
Mon, 07 Jul 2025AU$6.7bAU$3.5bAU$154.7m18.1x43.4x1.9x
Wed, 04 Jun 2025AU$5.0bAU$3.5bAU$154.7m18.5x32.5x1.5x
Fri, 02 May 2025AU$5.0bAU$3.5bAU$154.7m19.9x32.5x1.5x
Sun, 30 Mar 2025AU$5.4bAU$3.5bAU$154.7m21.7x34.9x1.6x
Tue, 25 Feb 2025AU$6.1bAU$3.4bAU$128.8m30.2x47x1.8x
Thu, 23 Jan 2025AU$6.3bAU$3.4bAU$114.8m32.7x54.7x1.9x
Sat, 21 Dec 2024AU$5.9bAU$3.4bAU$114.8m30.6x51.5x1.8x
Mon, 18 Nov 2024AU$5.3bAU$3.4bAU$114.8m29.8x46.5x1.6x
Wed, 16 Oct 2024AU$5.9bAU$3.4bAU$114.8m32.4x51.3x1.8x
Fri, 13 Sep 2024AU$5.7bAU$3.4bAU$114.8m33.7x49.4x1.7x
Sun, 11 Aug 2024AU$4.7bAU$3.3bAU$111.0m22x42x1.4x
Tue, 09 Jul 2024AU$4.5bAU$3.3bAU$111.0m20.8x40.4x1.4x
Thu, 06 Jun 2024AU$4.4bAU$3.3bAU$111.0m20.1x40x1.4x
Sat, 04 May 2024AU$4.3bAU$3.2bAU$131.3m23.5x32.8x1.3x
Mon, 01 Apr 2024AU$4.6bAU$3.2bAU$131.3m22.3x34.8x1.4x
Wed, 28 Feb 2024AU$4.6bAU$3.2bAU$125.8m20.6x36.2x1.4x
Fri, 26 Jan 2024AU$4.5bAU$3.3bAU$63.0m24.3x71.2x1.3x
Sun, 24 Dec 2023AU$4.4bAU$3.3bAU$63.0m24.1x70.1x1.3x
Tue, 21 Nov 2023AU$4.1bAU$3.3bAU$63.0m22.9x64.7x1.2x
Thu, 19 Oct 2023AU$3.8bAU$3.3bAU$63.0m22x59.5x1.1x
Sat, 16 Sep 2023AU$3.8bAU$3.3bAU$63.0m22.3x61x1.2x
Mon, 14 Aug 2023AU$4.2bAU$3.4bAU$54.9m8.5x75.8x1.2x
Wed, 12 Jul 2023AU$3.7bAU$3.4bAU$54.9m7.9x67.7x1.1x
Fri, 09 Jun 2023AU$3.4bAU$3.4bAU$54.9m8.1x61.4x1x
Sun, 07 May 2023AU$3.7bAU$3.4bAU$54.9m9x66.7x1.1x
Tue, 04 Apr 2023AU$3.4bAU$3.4bAU$103.5m9.9x32.7x1x
Thu, 02 Mar 2023AU$3.5bAU$3.4bAU$103.5m10.3x34.1x1x
Sat, 28 Jan 2023AU$3.8bAU$3.4bAU$66.2m13.3x57.6x1.1x
Price to Earnings Ratio

57.6x


Total Market Cap: AU$3.8bTotal Earnings: AU$66.2mTotal Revenue: AU$3.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Consumer Durables Industry Price to Earnings3Y Average 46.1x202420252026
Current Industry PE
  • Investors are pessimistic on the Australian Consumer Durables 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 31.4x which is lower than its 3-year average PE of 46.1x.
  • The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 34% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

AU Market0.069%
Consumer Discretionary0.53%
Consumer Durables2.71%
Household Appliances2.92%
Home Furnishings2.25%
Homebuilding0.58%
Consumer Electronics-1.61%
Industry PE
  • Investors are most optimistic about the Household Appliances industry, which is trading close to its 3-year average PE ratio of 31.6x.
    • Analysts expect its future annual earnings growth (9.2%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings growth rate of 4.5% per year.
  • In contrast, the Household Appliances industry is expected to see its earnings grow by 9.2% 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
FWD FleetwoodAU$2.750.7%
+AU$1.9m		43.2%PE17.5x
AMS AtomosAU$0.0273.8%
+AU$1.5m		237.5%PS1.2x

Latest News

BRG
AU$30.12
Breville Group
7D
-1.9%
1Y
-20.0%

BRG: Higher Growth Assumptions Will Likely Leave Shares Looking Overvalued

Narrative Update Overview Analysts have lifted their fair value estimate for Breville Group from A$24.83 to A$25.59, citing updated assumptions around revenue growth, profit margins, discount rates and future P/E multiples. Valuation Changes Fair value estimate lifted slightly from A$24.83 to A$25.59 per share.
FWD
AU$2.75
Fleetwood
7D
0.7%
1Y
43.2%

FWD: Stable Assumptions Will Support Future Upside From Current Pricing

Analysts have adjusted their price target for Fleetwood only slightly, with the updated fair value holding at A$3.46. This reflects largely unchanged assumptions for discount rate, revenue growth, profit margin and future P/E, and signals that recent research has not shifted their overall view of the stock's valuation.
TWD
AU$2.80
Tamawood
7D
-0.7%
1Y
1.8%
AMS
AU$0.027
Atomos
7D
3.8%
1Y
237.5%
SHM
AU$0.80
Shriro Holdings
7D
-0.6%
1Y
2.6%
AUA
AU$0.059
Audeara
7D
-7.8%
1Y
63.9%