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Australian (ASX) Consumer Durables Industry Analysis

UpdatedDec 05, 2025
DataAggregated Company Financials
Companies7
  • 7D-3.0%
  • 3M-5.6%
  • 1Y-15.0%
  • YTD-13.4%

Over the last 7 days, the Consumer Durables industry has dropped 2.8%, driven by Breville Group declining 3.5%. However, the industry is down 12% over the past year. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Dec 2025AU$4.8bAU$3.2bAU$158.2m17.7x30.5x1.5x
Sun, 02 Nov 2025AU$4.8bAU$3.2bAU$158.2m19.5x30.5x1.5x
Tue, 30 Sep 2025AU$4.9bAU$3.2bAU$158.2m19.4x31.3x1.5x
Thu, 28 Aug 2025AU$5.3bAU$3.2bAU$156.0m26.8x34x1.6x
Sat, 26 Jul 2025AU$5.5bAU$3.5bAU$154.7m18.1x35.3x1.6x
Mon, 23 Jun 2025AU$5.0bAU$3.5bAU$154.7m18.1x32.1x1.4x
Wed, 21 May 2025AU$5.2bAU$3.5bAU$154.7m18.1x33.4x1.5x
Fri, 18 Apr 2025AU$4.8bAU$3.5bAU$154.7m19.3x30.8x1.4x
Sun, 16 Mar 2025AU$5.4bAU$3.5bAU$154.7m20.6x34.8x1.6x
Tue, 11 Feb 2025AU$6.3bAU$3.4bAU$114.8m34.6x54.9x1.9x
Thu, 09 Jan 2025AU$6.0bAU$3.4bAU$114.8m31.8x52.4x1.8x
Sat, 07 Dec 2024AU$6.0bAU$3.4bAU$114.8m32.7x52.5x1.8x
Mon, 04 Nov 2024AU$5.2bAU$3.4bAU$114.8m30x45.2x1.5x
Wed, 02 Oct 2024AU$5.7bAU$3.4bAU$114.8m32x49.7x1.7x
Fri, 30 Aug 2024AU$5.4bAU$3.4bAU$117.1m31.8x46.4x1.6x
Sun, 28 Jul 2024AU$4.6bAU$3.3bAU$111.0m23.6x41.5x1.4x
Tue, 25 Jun 2024AU$4.6bAU$3.3bAU$111.0m20.3x41.5x1.4x
Thu, 23 May 2024AU$4.4bAU$3.3bAU$111.0m19.2x39.6x1.3x
Sat, 20 Apr 2024AU$4.2bAU$3.2bAU$131.3m21.1x32.3x1.3x
Mon, 18 Mar 2024AU$4.6bAU$3.2bAU$131.3m21.7x34.7x1.4x
Wed, 14 Feb 2024AU$4.2bAU$3.3bAU$122.0m22.8x34.7x1.3x
Fri, 12 Jan 2024AU$4.5bAU$3.3bAU$63.0m24.9x71x1.3x
Sun, 10 Dec 2023AU$4.2bAU$3.3bAU$63.0m23x66x1.2x
Tue, 07 Nov 2023AU$3.8bAU$3.3bAU$63.0m21.3x60.2x1.1x
Thu, 05 Oct 2023AU$3.8bAU$3.3bAU$63.0m20.4x59.7x1.1x
Sat, 02 Sep 2023AU$4.2bAU$3.3bAU$63.0m22.6x65.9x1.2x
Mon, 31 Jul 2023AU$3.9bAU$3.4bAU$54.9m8.2x71x1.2x
Wed, 28 Jun 2023AU$3.4bAU$3.4bAU$54.9m7.8x62x1x
Fri, 26 May 2023AU$3.5bAU$3.4bAU$54.9m8.2x63.5x1x
Sun, 23 Apr 2023AU$3.5bAU$3.4bAU$54.9m9.1x63.3x1x
Tue, 21 Mar 2023AU$3.2bAU$3.4bAU$103.5m9.9x31.3x1x
Thu, 16 Feb 2023AU$3.5bAU$3.4bAU$67.2m12.7x52.4x1x
Sat, 14 Jan 2023AU$3.5bAU$3.4bAU$66.2m13.2x53x1x
Mon, 12 Dec 2022AU$3.4bAU$3.4bAU$66.2m12.4x50.6x1x
Price to Earnings Ratio

50.6x


Total Market Cap: AU$3.4bTotal Earnings: AU$66.2mTotal Revenue: AU$3.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Consumer Durables Industry Price to Earnings3Y Average 47x202320242025
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 30.6x which is lower than its 3-year average PE of 47.0x.
  • 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 Market-0.083%
Consumer Discretionary-0.35%
Consumer Durables-3.00%
Consumer Electronics12.90%
Homebuilding1.86%
Household Appliances-3.42%
Home Furnishings-4.26%
Industry PE
  • Investors are most optimistic about the Household Appliances industry, which is trading close to its 3-year average PE ratio of 31.3x.
    • 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
AMS AtomosAU$0.03-3.2%
AU$6.6m		150.0%PS1.4x
FWD FleetwoodAU$2.652.7%
+AU$6.5m		30.5%PE16.9x

Latest News

AMS
AU$0.03
Atomos
7D
-3.2%
1Y
150.0%
BRG
AU$29.42
Breville Group
7D
-4.9%
1Y
-18.4%

Here's Why We Think Breville Group (ASX:BRG) Might Deserve Your Attention Today

Dec 04
Here's Why We Think Breville Group (ASX:BRG) Might Deserve Your Attention Today
FWD
AU$2.65
Fleetwood
7D
2.7%
1Y
30.5%

FWD: Index Addition Will Drive Future Upside Momentum

Analysts have modestly increased their price target on Fleetwood to reflect an updated valuation framework, with fair value steady at $3.46 but a slightly higher discount rate and marginally richer future earnings multiple, signaling a bit more caution around long term risk and return assumptions. What's in the News Fleetwood Limited (ASX:FWD) has been added to the S&P Global BMI Index, which may increase its visibility to global institutional investors and index-tracked funds (Key Developments) Valuation Changes Fair Value: Unchanged at A$3.46 per share, indicating no revision to the central valuation outcome.
SHM
AU$0.77
Shriro Holdings
7D
-1.3%
1Y
1.3%
TWD
AU$2.65
Tamawood
7D
-3.6%
1Y
-1.5%
GAP
AU$0.09
Gale Pacific
7D
-4.3%
1Y
-33.3%