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Australian (ASX) Consumer Durables Industry Analysis

UpdatedSep 04, 2025
DataAggregated Company Financials
Companies7
  • 7D-4.9%
  • 3M6.9%
  • 1Y-3.6%
  • YTD-9.0%

Over the last 7 days, the Consumer Durables industry has dropped 4.5%, driven by Breville Group declining 5.6%. The industry has fallen 3.8% in the last year. Looking forward, earnings are forecast to grow by 9.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 04 Sep 2025AU$5.0bAU$3.2bAU$158.2m19.4x31.9x1.6x
Sat, 02 Aug 2025AU$5.6bAU$3.5bAU$154.7m18.3x36.5x1.6x
Mon, 30 Jun 2025AU$5.1bAU$3.5bAU$154.7m19x33x1.5x
Wed, 28 May 2025AU$5.1bAU$3.5bAU$154.7m17.9x32.8x1.5x
Fri, 25 Apr 2025AU$4.8bAU$3.5bAU$154.7m19.5x31.3x1.4x
Sun, 23 Mar 2025AU$5.6bAU$3.5bAU$154.7m21.7x36x1.6x
Tue, 18 Feb 2025AU$6.2bAU$3.4bAU$128.5m31.5x48.2x1.8x
Thu, 16 Jan 2025AU$5.9bAU$3.4bAU$114.8m31.3x51.6x1.8x
Sat, 14 Dec 2024AU$6.0bAU$3.4bAU$114.8m31.2x52.5x1.8x
Mon, 11 Nov 2024AU$5.2bAU$3.4bAU$114.8m29.4x44.9x1.5x
Wed, 09 Oct 2024AU$5.6bAU$3.4bAU$114.8m31.4x49x1.7x
Fri, 06 Sep 2024AU$5.5bAU$3.4bAU$114.8m31x48x1.6x
Sun, 04 Aug 2024AU$4.8bAU$3.3bAU$111.0m23.1x43.4x1.5x
Tue, 02 Jul 2024AU$4.4bAU$3.3bAU$111.0m20.5x39.8x1.4x
Thu, 30 May 2024AU$4.4bAU$3.3bAU$111.0m20.1x39.7x1.3x
Sat, 27 Apr 2024AU$4.3bAU$3.2bAU$131.3m22.4x32.6x1.3x
Mon, 25 Mar 2024AU$4.3bAU$3.2bAU$131.3m22.3x33x1.3x
Wed, 21 Feb 2024AU$4.4bAU$3.3bAU$143.2m17x30.7x1.3x
Fri, 19 Jan 2024AU$4.4bAU$3.3bAU$63.0m24.5x70.1x1.3x
Sun, 17 Dec 2023AU$4.4bAU$3.3bAU$63.0m24.1x69.8x1.3x
Tue, 14 Nov 2023AU$4.0bAU$3.3bAU$63.0m22.3x62.9x1.2x
Thu, 12 Oct 2023AU$3.8bAU$3.3bAU$63.0m22.7x60.6x1.1x
Sat, 09 Sep 2023AU$4.0bAU$3.3bAU$63.0m22.6x63.6x1.2x
Mon, 07 Aug 2023AU$4.0bAU$3.4bAU$54.9m8.6x73.1x1.2x
Wed, 05 Jul 2023AU$3.6bAU$3.4bAU$54.9m8.2x66.3x1.1x
Fri, 02 Jun 2023AU$3.4bAU$3.4bAU$54.9m8.1x61.4x1x
Sun, 30 Apr 2023AU$3.5bAU$3.4bAU$54.9m9.2x64.5x1x
Tue, 28 Mar 2023AU$3.2bAU$3.4bAU$103.5m9.8x31x0.9x
Thu, 23 Feb 2023AU$3.6bAU$3.4bAU$73.0m9.9x48.8x1.1x
Sat, 21 Jan 2023AU$3.6bAU$3.4bAU$66.2m13.3x53.8x1.1x
Mon, 19 Dec 2022AU$3.3bAU$3.4bAU$66.2m12.6x49.3x1x
Wed, 16 Nov 2022AU$3.7bAU$3.3bAU$70.4m12.3x52x1.1x
Fri, 14 Oct 2022AU$3.2bAU$3.3bAU$70.4m12.3x45.3x1x
Sun, 11 Sep 2022AU$3.6bAU$3.4bAU$89.4m12.4x39.9x1.1x
Price to Earnings Ratio

39.9x


Total Market Cap: AU$3.6bTotal Earnings: AU$89.4mTotal Revenue: AU$3.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Consumer Durables Industry Price to Earnings3Y Average 48.3x202320242025
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 32.4x which is lower than its 3-year average PE of 48.3x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 21% 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-2.30%
Consumer Discretionary-1.77%
Consumer Durables-4.94%
Homebuilding2.10%
Consumer Electronics-4.00%
Household Appliances-5.54%
Home Furnishings-11.22%
Industry PE
  • Investors are most optimistic about the Household Appliances industry, which is trading close to its 3-year average PE ratio of 30.8x.
    • Analysts expect its future annual earnings growth (9.1%) 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 19% 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 9.1% 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$3.064.1%
+AU$11.1m		83.8%PE19.4x
AMS AtomosAU$0.00620.0%
+AU$1.2m		-83.3%PS0.2x

Latest News

FWD
AU$3.06
Fleetwood
7D
4.1%
1Y
83.8%

Fleetwood's (ASX:FWD) Performance Is Even Better Than Its Earnings Suggest

Sep 03
Fleetwood's (ASX:FWD) Performance Is Even Better Than Its Earnings Suggest
AUA
AU$0.024
Audeara
7D
-4.0%
1Y
-22.6%
GAP
AU$0.087
Gale Pacific
7D
-11.2%
1Y
-35.6%
AMS
AU$0.006
Atomos
7D
20.0%
1Y
-83.3%
SHM
AU$0.68
Shriro Holdings
7D
-2.9%
1Y
-6.8%
BRG
AU$31.34
Breville Group
7D
-5.6%
1Y
-6.1%

China And Middle East Direct-to-Consumer Expansion Will Fuel Future Trends

The upward revision in Breville Group’s consensus analyst price target is primarily driven by an improved revenue growth forecast, with fair value rising from A$33.93 to A$34.98 per share. What's in the News Breville will launch the Oracle Dual Boiler, a premium espresso machine featuring automated and manual modes, a 5.7-inch HD touchscreen, Wi-Fi connectivity, remote control via the Breville+ app, and enhanced customization for both espresso and milk, targeting home baristas of all skill levels.
TWD
AU$2.70
Tamawood
7D
-1.8%
1Y
4.7%