Narrative Update • Jun 26
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Australian (ASX) Consumer Services Industry Analysis
UpdatedJun 28, 2026
DataAggregated Company Financials
Companies13
- 7D-6.5%
- 3M-30.5%
- 1Y-49.8%
- YTD-54.1%
Over the last 7 days, the Consumer Services industry has dropped 6.5%, driven by IDP Education declining 16%. Meanwhile, Propel Funeral Partners actually outperformed within the industry, gaining 5.7% in the last week. The industry has fallen 50% in the last year. 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 |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | AU$1.7b | AU$3.0b | -AU$270,461,041.00 | 11.6x | -6.2x | 0.6x |
| Tue, 26 May 2026 | AU$1.9b | AU$3.0b | -AU$270,461,041.00 | 12x | -7.1x | 0.6x |
| Thu, 23 Apr 2026 | AU$2.3b | AU$3.0b | -AU$270,461,041.00 | 12.9x | -8.6x | 0.8x |
| Sat, 21 Mar 2026 | AU$2.4b | AU$3.0b | -AU$270,461,041.00 | 13.1x | -8.9x | 0.8x |
| Mon, 16 Feb 2026 | AU$3.1b | AU$3.0b | AU$129.1m | 12.8x | 24.1x | 1x |
| Wed, 14 Jan 2026 | AU$3.7b | AU$3.0b | AU$129.1m | 14.5x | 28.8x | 1.2x |
| Fri, 12 Dec 2025 | AU$3.4b | AU$3.0b | AU$129.1m | 15.2x | 26.7x | 1.1x |
| Sun, 09 Nov 2025 | AU$3.3b | AU$3.1b | AU$122.4m | 14.1x | 27.1x | 1.1x |
| Tue, 07 Oct 2025 | AU$4.0b | AU$3.1b | AU$122.4m | 14.7x | 32.7x | 1.3x |
| Thu, 04 Sep 2025 | AU$3.8b | AU$3.1b | AU$122.4m | 15.4x | 30.8x | 1.2x |
| Sat, 02 Aug 2025 | AU$3.2b | AU$3.1b | AU$110.7m | 16.2x | 28.7x | 1x |
| Mon, 30 Jun 2025 | AU$3.4b | AU$3.1b | AU$110.7m | 15.9x | 30.3x | 1.1x |
| Wed, 28 May 2025 | AU$4.6b | AU$3.1b | AU$106.7m | 14.2x | 43.5x | 1.5x |
| Fri, 25 Apr 2025 | AU$4.8b | AU$3.1b | AU$106.7m | 15x | 45x | 1.6x |
| Sun, 23 Mar 2025 | AU$5.2b | AU$3.1b | AU$106.7m | 15.2x | 48.8x | 1.7x |
| Tue, 18 Feb 2025 | AU$6.2b | AU$3.1b | AU$90.9m | 19.6x | 68.2x | 2x |
| Thu, 16 Jan 2025 | AU$6.2b | AU$3.1b | AU$93.1m | 19.4x | 66.5x | 2x |
| Sat, 14 Dec 2024 | AU$6.2b | AU$3.1b | AU$93.1m | 21.1x | 66.4x | 2x |
| Mon, 11 Nov 2024 | AU$6.8b | AU$3.1b | AU$92.0m | 19x | 73.5x | 2.2x |
| Wed, 09 Oct 2024 | AU$7.0b | AU$3.1b | AU$92.0m | 18.6x | 75.9x | 2.2x |
| Fri, 06 Sep 2024 | AU$7.2b | AU$3.3b | AU$78.7m | 19.6x | 91.9x | 2.2x |
| Sun, 04 Aug 2024 | AU$7.1b | AU$3.3b | AU$167.3m | 15.6x | 42.4x | 2.2x |
| Tue, 02 Jul 2024 | AU$7.0b | AU$3.3b | AU$167.6m | 14.4x | 41.6x | 2.1x |
| Thu, 30 May 2024 | AU$7.4b | AU$3.3b | AU$153.9m | 16.3x | 48.2x | 2.3x |
| Sat, 27 Apr 2024 | AU$7.3b | AU$3.3b | AU$153.6m | 19.1x | 47.3x | 2.2x |
| Mon, 25 Mar 2024 | AU$8.1b | AU$3.3b | AU$153.4m | 22.3x | 52.7x | 2.5x |
| Wed, 21 Feb 2024 | AU$8.0b | AU$3.1b | AU$167.1m | 38.5x | 48.1x | 2.6x |
| Fri, 19 Jan 2024 | AU$10.4b | AU$3.9b | AU$129.1m | 35.9x | 80.5x | 2.7x |
| Sun, 17 Dec 2023 | AU$9.9b | AU$3.9b | AU$129.9m | 34.4x | 76.5x | 2.5x |
| Tue, 14 Nov 2023 | AU$10.9b | AU$3.9b | AU$126.5m | 32.1x | 86x | 2.8x |
| Thu, 12 Oct 2023 | AU$10.7b | AU$3.9b | AU$126.8m | 35x | 84.5x | 2.7x |
| Sat, 09 Sep 2023 | AU$11.3b | AU$3.9b | AU$126.6m | 35.2x | 88.9x | 2.9x |
| Mon, 07 Aug 2023 | AU$11.2b | AU$3.7b | AU$154.2m | 23.9x | 72.4x | 3x |
| Wed, 05 Jul 2023 | AU$10.6b | AU$3.7b | AU$158.4m | 23.6x | 66.7x | 2.9x |
Price to Earnings Ratio
66.7x
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 0.56x.
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 | -0.91% | |
| Consumer Discretionary | 3.73% | |
| Consumer Services | -6.52% | |
| Specialized Consumer Services | 5.76% | |
| Education Services | -12.70% | |
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 10.2%, 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 10% 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 | |
|---|---|---|---|---|---|
| PFP Propel Funeral Partners | AU$3.15 | 5.7% +AU$23.5m | -29.8% | PE20.6x | |
| NDO Nido Education | AU$0.35 | 16.7% +AU$11.3m | -50.0% | PE12.2x | |
| SHJ Shine Justice | AU$0.65 | 8.8% +AU$8.8m | 2.0% | PE11x | |
| EVO Embark Early Education | AU$0.40 | 3.9% +AU$3.1m | -44.4% | PE7.6x |
