Narrative Update • Jun 04
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Australian (ASX) Consumer Services Industry Analysis
UpdatedJun 05, 2026
DataAggregated Company Financials
Companies13
- 7D-11.0%
- 3M-38.7%
- 1Y-48.4%
- YTD-53.4%
Over the last 7 days, the Consumer Services industry has dropped 11%, driven by pullbacks 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 48% in 12 months. As for the next few years, earnings are expected to grow by 29% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | AU$1.7b | AU$3.0b | -AU$270,461,041.00 | 12x | -6.3x | 0.6x |
| Sun, 03 May 2026 | AU$2.2b | AU$3.0b | -AU$270,461,041.00 | 12.6x | -8x | 0.7x |
| Tue, 31 Mar 2026 | AU$2.4b | AU$3.0b | -AU$270,461,041.00 | 13x | -8.8x | 0.8x |
| Thu, 26 Feb 2026 | AU$2.9b | AU$3.0b | -AU$242,375,317.00 | 20.3x | -11.8x | 1x |
| Sat, 24 Jan 2026 | AU$3.7b | AU$3.0b | AU$129.1m | 14.3x | 28.7x | 1.2x |
| Mon, 22 Dec 2025 | AU$3.7b | AU$3.0b | AU$129.1m | 14.7x | 28.5x | 1.2x |
| Wed, 19 Nov 2025 | AU$3.4b | AU$3.0b | AU$129.1m | 13.6x | 26.4x | 1.1x |
| Fri, 17 Oct 2025 | AU$4.1b | AU$3.1b | AU$122.4m | 14.7x | 33.2x | 1.3x |
| Sun, 14 Sep 2025 | AU$3.6b | AU$3.1b | AU$122.4m | 14.6x | 29.5x | 1.2x |
| Tue, 12 Aug 2025 | AU$3.5b | AU$3.1b | AU$110.7m | 16.2x | 31.6x | 1.1x |
| Thu, 10 Jul 2025 | AU$3.3b | AU$3.1b | AU$110.7m | 16.2x | 29.4x | 1.1x |
| Sat, 07 Jun 2025 | AU$3.3b | AU$3.1b | AU$110.7m | 14.4x | 30x | 1.1x |
| Mon, 05 May 2025 | AU$5.1b | AU$3.1b | AU$106.7m | 14.7x | 47.7x | 1.6x |
| Wed, 02 Apr 2025 | AU$5.2b | AU$3.1b | AU$106.7m | 15.2x | 49x | 1.7x |
| Fri, 28 Feb 2025 | AU$5.7b | AU$3.2b | AU$119.6m | 20.4x | 47.8x | 1.8x |
| Sun, 26 Jan 2025 | AU$6.3b | AU$3.1b | AU$93.1m | 19.9x | 67.3x | 2x |
| Tue, 24 Dec 2024 | AU$6.0b | AU$3.1b | AU$93.1m | 20.5x | 64.5x | 1.9x |
| Thu, 21 Nov 2024 | AU$6.4b | AU$3.1b | AU$92.0m | 19x | 69.5x | 2x |
| Sat, 19 Oct 2024 | AU$6.6b | AU$3.1b | AU$92.0m | 17.7x | 71.7x | 2.1x |
| Mon, 16 Sep 2024 | AU$7.2b | AU$3.1b | AU$92.2m | 19x | 77.9x | 2.3x |
| Wed, 14 Aug 2024 | AU$7.1b | AU$3.3b | AU$167.0m | 15.2x | 42.6x | 2.2x |
| Fri, 12 Jul 2024 | AU$6.9b | AU$3.3b | AU$167.7m | 14.7x | 41x | 2.1x |
| Sun, 09 Jun 2024 | AU$7.1b | AU$3.3b | AU$167.4m | 14.9x | 42.7x | 2.2x |
| Tue, 07 May 2024 | AU$7.3b | AU$3.3b | AU$153.8m | 18.8x | 47.7x | 2.2x |
| Thu, 04 Apr 2024 | AU$7.7b | AU$3.3b | AU$153.4m | 19.7x | 50x | 2.3x |
| Sat, 02 Mar 2024 | AU$8.3b | AU$3.3b | AU$153.3m | 23x | 53.9x | 2.5x |
| Mon, 29 Jan 2024 | AU$9.9b | AU$3.9b | AU$129.3m | 35.4x | 76.6x | 2.5x |
| Wed, 27 Dec 2023 | AU$10.2b | AU$3.9b | AU$130.4m | 35.2x | 77.9x | 2.6x |
| Fri, 24 Nov 2023 | AU$10.5b | AU$3.9b | AU$127.6m | 33.9x | 82.6x | 2.7x |
| Sun, 22 Oct 2023 | AU$10.4b | AU$3.9b | AU$126.2m | 34.4x | 82.6x | 2.6x |
| Tue, 19 Sep 2023 | AU$11.2b | AU$3.9b | AU$127.0m | 35.5x | 88.5x | 2.9x |
| Thu, 17 Aug 2023 | AU$10.7b | AU$3.7b | AU$153.6m | 24.1x | 69.5x | 2.9x |
| Sat, 15 Jul 2023 | AU$10.8b | AU$3.7b | AU$156.1m | 23.7x | 69.2x | 2.9x |
| Mon, 12 Jun 2023 | AU$11.0b | AU$3.7b | AU$158.8m | 22.5x | 69.1x | 3x |
Price to Earnings Ratio
69.1x
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 0.57x.
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 | 1.08% | |
| Consumer Discretionary | -0.15% | |
| Consumer Services | -10.98% | |
| Specialized Consumer Services | -3.71% | |
| Education Services | -15.23% | |
Industry PE
- Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio of 9.9x.
- Analysts are expecting annual earnings growth of 12.0%, 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 12% 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 |