Narrative Update • Jun 04
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Australian (ASX) Consumer Services Industry Analysis
UpdatedJun 07, 2026
DataAggregated Company Financials
Companies13
- 7D-7.2%
- 3M-40.2%
- 1Y-49.7%
- YTD-54.5%
Over the last 7 days, the Consumer Services industry has dropped 7.2%, driven by declines in IDP Education and Propel Funeral Partners of 11% and 12%, respectively. On the other hand Nido Education is actually up 28%. Overall the industry is down 50% in 12 months. Earnings are forecast to grow by 29% annually.
Industry Valuation and Performance
Has the Australian Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 08 Jun 2026 | AU$1.7b | AU$3.0b | -AU$270,461,041.00 | 12.2x | -6.1x | 0.6x |
| Wed, 06 May 2026 | AU$2.0b | AU$3.0b | -AU$270,461,041.00 | 12.4x | -7.4x | 0.7x |
| Fri, 03 Apr 2026 | AU$2.5b | AU$3.0b | -AU$270,461,041.00 | 13.1x | -9.1x | 0.8x |
| Sun, 01 Mar 2026 | AU$2.9b | AU$3.0b | -AU$279,279,317.00 | 22.7x | -10.4x | 1x |
| Tue, 27 Jan 2026 | AU$3.7b | AU$3.0b | AU$129.1m | 14.3x | 28.7x | 1.2x |
| Thu, 25 Dec 2025 | AU$3.7b | AU$3.0b | AU$129.1m | 14.7x | 28.4x | 1.2x |
| Sat, 22 Nov 2025 | AU$3.3b | AU$3.0b | AU$129.1m | 13.3x | 25.8x | 1.1x |
| Mon, 20 Oct 2025 | AU$4.0b | AU$3.1b | AU$122.4m | 14.5x | 32.6x | 1.3x |
| Wed, 17 Sep 2025 | AU$3.7b | AU$3.1b | AU$122.4m | 15x | 30.1x | 1.2x |
| Fri, 15 Aug 2025 | AU$3.4b | AU$3.1b | AU$110.7m | 16.9x | 30.8x | 1.1x |
| Sun, 13 Jul 2025 | AU$3.2b | AU$3.1b | AU$110.7m | 16.2x | 28.6x | 1x |
| Tue, 10 Jun 2025 | AU$3.3b | AU$3.1b | AU$110.7m | 14.4x | 30x | 1.1x |
| Thu, 08 May 2025 | AU$5.1b | AU$3.1b | AU$106.7m | 14.7x | 47.8x | 1.6x |
| Sat, 05 Apr 2025 | AU$5.1b | AU$3.1b | AU$106.7m | 14.8x | 47.5x | 1.6x |
| Mon, 03 Mar 2025 | AU$5.5b | AU$3.1b | AU$112.9m | 18.3x | 48.7x | 1.8x |
| Wed, 29 Jan 2025 | AU$6.3b | AU$3.1b | AU$93.1m | 19.4x | 67.6x | 2x |
| Fri, 27 Dec 2024 | AU$6.2b | AU$3.1b | AU$93.1m | 20.3x | 66.1x | 2x |
| Sun, 24 Nov 2024 | AU$6.1b | AU$3.1b | AU$92.0m | 19.6x | 66.5x | 1.9x |
| Tue, 22 Oct 2024 | AU$6.6b | AU$3.1b | AU$92.0m | 17.5x | 71.9x | 2.1x |
| Thu, 19 Sep 2024 | AU$7.2b | AU$3.1b | AU$92.2m | 19.4x | 78.1x | 2.3x |
| Sat, 17 Aug 2024 | AU$7.2b | AU$3.3b | AU$173.7m | 15.2x | 41.4x | 2.2x |
| Mon, 15 Jul 2024 | AU$6.9b | AU$3.3b | AU$167.8m | 14.7x | 41.2x | 2.1x |
| Wed, 12 Jun 2024 | AU$7.1b | AU$3.3b | AU$167.4m | 14.9x | 42.7x | 2.2x |
| Fri, 10 May 2024 | AU$7.4b | AU$3.3b | AU$153.7m | 17.8x | 48.1x | 2.2x |
| Sun, 07 Apr 2024 | AU$7.7b | AU$3.3b | AU$153.7m | 19.4x | 49.8x | 2.3x |
| Tue, 05 Mar 2024 | AU$8.2b | AU$3.3b | AU$153.4m | 23.7x | 53.5x | 2.5x |
| Thu, 01 Feb 2024 | AU$9.9b | AU$3.9b | AU$129.2m | 35.9x | 76.9x | 2.5x |
| Sat, 30 Dec 2023 | AU$10.2b | AU$3.9b | AU$130.4m | 36x | 78x | 2.6x |
| Mon, 27 Nov 2023 | AU$10.5b | AU$3.9b | AU$127.7m | 33.9x | 82.2x | 2.7x |
| Wed, 25 Oct 2023 | AU$10.3b | AU$3.9b | AU$126.5m | 33.9x | 81.2x | 2.6x |
| Fri, 22 Sep 2023 | AU$10.9b | AU$3.9b | AU$126.8m | 34.9x | 85.9x | 2.8x |
| Sun, 20 Aug 2023 | AU$10.7b | AU$3.7b | AU$155.2m | 25.2x | 68.9x | 2.9x |
| Tue, 18 Jul 2023 | AU$10.8b | AU$3.7b | AU$155.7m | 23.5x | 69.7x | 2.9x |
| Thu, 15 Jun 2023 | AU$11.0b | AU$3.7b | AU$159.1m | 22.5x | 69.2x | 3x |
Price to Earnings Ratio
69.2x
Current Industry PE
- Investors are pessimistic on the Australian Consumer Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 0.55x.
Past Earnings Growth
- Total earnings for the Consumer Services industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 6.4% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | -1.23% | |
| Consumer Discretionary | -1.31% | |
| Consumer Services | -7.15% | |
| Specialized Consumer Services | -5.96% | |
| Education Services | -7.92% | |
Industry PE
- Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio of 9.8x.
- Analysts are expecting annual earnings growth of 11.4%, which is higher than its past year's earnings decline of 0.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 43% over the next 5 years.
- This is better than its past earnings growth rate of 2.4% per year.
- In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| NDO Nido Education | AU$0.37 | 27.6% +AU$18.1m | -50.7% | PE12.9x | |
| CLU Cluey | AU$0.006 | 20.0% +AU$411.7k | -92.3% | PS0.1x | |
| MFD Mayfield Childcare | AU$0.27 | 1.9% +AU$377.1k | -22.9% | PS0.2x |