Narrative Update • Jun 22

In the last week, the Consumer Durables industry is flat overall, with Tamawood standing out by going down 5.5%. As for the the longer term, the industry is up 5.9% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.
Has the Australian Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | AU$4.8b | AU$2.9b | AU$146.2m | 16.4x | 32.7x | 1.6x |
| Wed, 27 May 2026 | AU$4.5b | AU$2.9b | AU$146.2m | 16.1x | 30.9x | 1.6x |
| Fri, 24 Apr 2026 | AU$4.7b | AU$2.9b | AU$146.2m | 15.8x | 32x | 1.6x |
| Sun, 22 Mar 2026 | AU$4.0b | AU$2.9b | AU$146.2m | 15.1x | 27.6x | 1.4x |
| Tue, 17 Feb 2026 | AU$5.2b | AU$3.4b | AU$160.4m | 17.3x | 32.4x | 1.5x |
| Thu, 15 Jan 2026 | AU$5.0b | AU$3.2b | AU$158.2m | 19.3x | 31.3x | 1.5x |
| Sat, 13 Dec 2025 | AU$4.7b | AU$3.2b | AU$158.2m | 17.7x | 29.6x | 1.4x |
| Mon, 10 Nov 2025 | AU$4.9b | AU$3.2b | AU$158.2m | 19.5x | 30.9x | 1.5x |
| Wed, 08 Oct 2025 | AU$4.6b | AU$3.2b | AU$158.2m | 19.5x | 29.3x | 1.4x |
| Fri, 05 Sep 2025 | AU$5.1b | AU$3.2b | AU$158.2m | 19.4x | 31.9x | 1.6x |
| Sun, 03 Aug 2025 | AU$5.6b | AU$3.5b | AU$154.7m | 18.3x | 36.5x | 1.6x |
| Tue, 01 Jul 2025 | AU$5.1b | AU$3.5b | AU$154.7m | 18.4x | 32.9x | 1.5x |
| Thu, 29 May 2025 | AU$5.0b | AU$3.5b | AU$154.7m | 18.3x | 32.6x | 1.5x |
| Sat, 26 Apr 2025 | AU$4.8b | AU$3.5b | AU$154.7m | 19.5x | 31.3x | 1.4x |
| Mon, 24 Mar 2025 | AU$5.6b | AU$3.5b | AU$154.7m | 21.7x | 36x | 1.6x |
| Wed, 19 Feb 2025 | AU$6.2b | AU$3.4b | AU$128.8m | 30.4x | 48.1x | 1.8x |
| Fri, 17 Jan 2025 | AU$5.9b | AU$3.4b | AU$114.8m | 32x | 51.6x | 1.8x |
| Sun, 15 Dec 2024 | AU$6.0b | AU$3.4b | AU$114.8m | 31.2x | 52.5x | 1.8x |
| Tue, 12 Nov 2024 | AU$5.1b | AU$3.4b | AU$114.8m | 29.2x | 44.8x | 1.5x |
| Thu, 10 Oct 2024 | AU$5.7b | AU$3.4b | AU$114.8m | 31.8x | 50x | 1.7x |
| Sat, 07 Sep 2024 | AU$5.5b | AU$3.4b | AU$114.8m | 31.9x | 48x | 1.6x |
| Mon, 05 Aug 2024 | AU$4.8b | AU$3.3b | AU$111.0m | 23.1x | 43.4x | 1.5x |
| Wed, 03 Jul 2024 | AU$4.4b | AU$3.3b | AU$111.0m | 20.7x | 40.1x | 1.4x |
| Fri, 31 May 2024 | AU$4.4b | AU$3.3b | AU$111.0m | 20.1x | 39.8x | 1.4x |
| Sun, 28 Apr 2024 | AU$4.3b | AU$3.2b | AU$131.3m | 22.4x | 32.6x | 1.3x |
| Tue, 26 Mar 2024 | AU$4.3b | AU$3.2b | AU$131.3m | 21.4x | 33x | 1.3x |
| Thu, 22 Feb 2024 | AU$4.5b | AU$3.2b | AU$138.7m | 20.5x | 32.7x | 1.4x |
| Sat, 20 Jan 2024 | AU$4.5b | AU$3.3b | AU$63.0m | 24.4x | 70.9x | 1.3x |
| Mon, 18 Dec 2023 | AU$4.4b | AU$3.3b | AU$63.0m | 24.1x | 69.8x | 1.3x |
| Wed, 15 Nov 2023 | AU$3.9b | AU$3.3b | AU$63.0m | 22.2x | 62.4x | 1.2x |
| Fri, 13 Oct 2023 | AU$3.9b | AU$3.3b | AU$63.0m | 23x | 62.2x | 1.2x |
| Sun, 10 Sep 2023 | AU$4.0b | AU$3.3b | AU$63.0m | 22.6x | 63.6x | 1.2x |
| Tue, 08 Aug 2023 | AU$4.0b | AU$3.4b | AU$54.9m | 8.4x | 72.6x | 1.2x |
| Thu, 06 Jul 2023 | AU$3.6b | AU$3.4b | AU$54.9m | 8.1x | 66.5x | 1.1x |
66.5x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | -0.91% | |
| Consumer Discretionary | 3.73% | |
| Consumer Durables | 0.34% | |
| Home Furnishings | 6.67% | |
| Household Appliances | 0.38% | |
| Homebuilding | -1.29% | |
| Consumer Electronics | -12.90% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BRG Breville Group | AU$31.43 | 0.4% +AU$17.4m | 6.5% | PE33.3x | |
| SIO Simonds Group | AU$0.15 | 7.1% +AU$3.6m | 0% | PE19.7x | |
| GAP Gale Pacific | AU$0.08 | 6.7% +AU$1.4m | -13.0% | PS0.1x |