Narrative Update • Jun 18
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Australian (ASX) Consumer Services Industry Analysis
UpdatedJun 22, 2026
DataAggregated Company Financials
Companies13
- 7D6.1%
- 3M-26.4%
- 1Y-45.5%
- YTD-50.9%
In the last week, the Consumer Services industry is up 6.1%, with IDP Education up 20%. During this same period, the G8 Education underperformed, falling 13%. In the past year, the industry is down 46%. Looking forward, earnings are forecast to grow by 31% 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, 22 Jun 2026 | AU$1.8b | AU$3.0b | -AU$270,461,041.00 | 11x | -6.6x | 0.6x |
| Wed, 20 May 2026 | AU$1.9b | AU$3.0b | -AU$270,461,041.00 | 11.7x | -7.1x | 0.6x |
| Fri, 17 Apr 2026 | AU$2.4b | AU$3.0b | -AU$270,461,041.00 | 13.2x | -8.8x | 0.8x |
| Sun, 15 Mar 2026 | AU$2.5b | AU$3.0b | -AU$270,461,041.00 | 13.3x | -9.4x | 0.8x |
| Tue, 10 Feb 2026 | AU$3.5b | AU$3.0b | AU$129.1m | 13.2x | 27.1x | 1.2x |
| Thu, 08 Jan 2026 | AU$3.6b | AU$3.0b | AU$129.1m | 15.4x | 28x | 1.2x |
| Sat, 06 Dec 2025 | AU$3.5b | AU$3.0b | AU$129.1m | 13.7x | 26.8x | 1.1x |
| Mon, 03 Nov 2025 | AU$3.7b | AU$3.1b | AU$122.4m | 14.5x | 30.4x | 1.2x |
| Wed, 01 Oct 2025 | AU$4.0b | AU$3.1b | AU$122.4m | 15.2x | 33x | 1.3x |
| Fri, 29 Aug 2025 | AU$3.9b | AU$3.1b | AU$95.5m | 15.4x | 40.5x | 1.3x |
| Sun, 27 Jul 2025 | AU$3.2b | AU$3.1b | AU$110.7m | 16.2x | 29.1x | 1x |
| Tue, 24 Jun 2025 | AU$3.2b | AU$3.1b | AU$110.7m | 14.2x | 29.3x | 1.1x |
| Thu, 22 May 2025 | AU$4.8b | AU$3.1b | AU$106.7m | 14.8x | 44.7x | 1.5x |
| Sat, 19 Apr 2025 | AU$4.9b | AU$3.1b | AU$106.7m | 14.6x | 45.8x | 1.6x |
| Mon, 17 Mar 2025 | AU$5.3b | AU$3.1b | AU$106.7m | 15.2x | 49.3x | 1.7x |
| Wed, 12 Feb 2025 | AU$6.2b | AU$3.1b | AU$93.1m | 18.8x | 66.8x | 2x |
| Fri, 10 Jan 2025 | AU$6.2b | AU$3.1b | AU$93.1m | 20.1x | 66.1x | 2x |
| Sun, 08 Dec 2024 | AU$6.4b | AU$3.1b | AU$93.1m | 21.6x | 68.4x | 2x |
| Tue, 05 Nov 2024 | AU$6.7b | AU$3.1b | AU$92.0m | 18.3x | 73x | 2.1x |
| Thu, 03 Oct 2024 | AU$7.3b | AU$3.1b | AU$92.2m | 18.8x | 79.2x | 2.3x |
| Sat, 31 Aug 2024 | AU$7.4b | AU$3.3b | AU$75.5m | 20.3x | 98.6x | 2.2x |
| Mon, 29 Jul 2024 | AU$6.8b | AU$3.3b | AU$167.3m | 16.1x | 40.8x | 2.1x |
| Wed, 26 Jun 2024 | AU$6.9b | AU$3.3b | AU$167.5m | 15.6x | 41.3x | 2.1x |
| Fri, 24 May 2024 | AU$7.5b | AU$3.3b | AU$153.9m | 17.6x | 49.1x | 2.3x |
| Sun, 21 Apr 2024 | AU$7.4b | AU$3.3b | AU$153.1m | 19.4x | 48.5x | 2.3x |
| Tue, 19 Mar 2024 | AU$8.2b | AU$3.3b | AU$153.5m | 21.9x | 53.2x | 2.5x |
| Thu, 15 Feb 2024 | AU$8.7b | AU$3.1b | AU$166.7m | 38x | 52x | 2.8x |
| Sat, 13 Jan 2024 | AU$10.3b | AU$3.9b | AU$129.8m | 35.9x | 79.4x | 2.6x |
| Mon, 11 Dec 2023 | AU$10.8b | AU$3.9b | AU$129.2m | 34.4x | 83.4x | 2.7x |
| Wed, 08 Nov 2023 | AU$10.9b | AU$3.9b | AU$127.1m | 31.8x | 86x | 2.8x |
| Fri, 06 Oct 2023 | AU$10.3b | AU$3.9b | AU$126.5m | 34.9x | 81.6x | 2.6x |
| Sun, 03 Sep 2023 | AU$11.4b | AU$3.9b | AU$127.0m | 32.6x | 90.1x | 2.9x |
| Tue, 01 Aug 2023 | AU$11.5b | AU$3.7b | AU$155.1m | 24.3x | 73.8x | 3.1x |
| Thu, 29 Jun 2023 | AU$10.3b | AU$3.7b | AU$158.1m | 23.4x | 65x | 2.8x |
Price to Earnings Ratio
65x
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 1.8x is higher than the industry's current PS ratio of 0.60x.
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 | 0.56% | |
| Consumer Discretionary | 0.66% | |
| Consumer Services | 6.09% | |
| Education Services | 13.39% | |
| Specialized Consumer Services | -5.95% | |
Industry PE
- Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio of 9.7x.
- Analysts are expecting annual earnings growth of 10.0%, 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 44% 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 10.0% 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 | |
|---|---|---|---|---|---|
| IEL IDP Education | AU$2.56 | 20.2% +AU$119.7m | -30.2% | PE721.9x | |
| 3PL 3P Learning | AU$0.39 | 46.2% +AU$33.4m | -40.4% | PE86x | |
| EDU EDU Holdings | AU$1.05 | 3.5% +AU$4.3m | 207.4% | PE8.8x | |
| NXD NextEd Group | AU$0.099 | 8.8% +AU$1.8m | -23.8% | PS0.2x | |
| CLU Cluey | AU$0.009 | 50.0% +AU$1.2m | -87.7% | PS0.1x |