Narrative Update • Jun 26
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Australian (ASX) Consumer Services Industry Analysis
UpdatedJul 03, 2026
DataAggregated Company Financials
Companies13
- 7D4.7%
- 3M-29.3%
- 1Y-47.3%
- YTD-52.2%
In the last week, the Consumer Services industry is up 3.6%, with IDP Education up 8.4%. During this same period, the Shine Justice underperformed, falling 9.7%. In the past year, the industry is down 48%. Looking forward, earnings are forecast to grow by 27% 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 |
|---|---|---|---|---|---|---|
| Fri, 03 Jul 2026 | AU$1.7b | AU$3.0b | -AU$270,461,041.00 | 11.4x | -6.5x | 0.6x |
| Sun, 31 May 2026 | AU$1.8b | AU$3.0b | -AU$270,461,041.00 | 11.7x | -6.6x | 0.6x |
| Tue, 28 Apr 2026 | AU$2.3b | AU$3.0b | -AU$270,461,041.00 | 12.6x | -8.6x | 0.8x |
| Thu, 26 Mar 2026 | AU$2.4b | AU$3.0b | -AU$270,461,041.00 | 13.2x | -9x | 0.8x |
| Sat, 21 Feb 2026 | AU$3.1b | AU$3.0b | AU$129.1m | 13x | 24.3x | 1x |
| Mon, 19 Jan 2026 | AU$3.7b | AU$3.0b | AU$129.1m | 14.1x | 28.6x | 1.2x |
| Wed, 17 Dec 2025 | AU$3.5b | AU$3.0b | AU$129.1m | 15.1x | 27.5x | 1.2x |
| Fri, 14 Nov 2025 | AU$3.4b | AU$3.0b | AU$129.1m | 14x | 26.2x | 1.1x |
| Sun, 12 Oct 2025 | AU$4.0b | AU$3.1b | AU$122.4m | 14.7x | 33x | 1.3x |
| Tue, 09 Sep 2025 | AU$3.7b | AU$3.1b | AU$122.4m | 15.1x | 29.8x | 1.2x |
| Thu, 07 Aug 2025 | AU$3.4b | AU$3.1b | AU$110.7m | 16.5x | 30.9x | 1.1x |
| Sat, 05 Jul 2025 | AU$3.3b | AU$3.1b | AU$110.7m | 16.2x | 29.9x | 1.1x |
| Mon, 02 Jun 2025 | AU$4.5b | AU$3.1b | AU$110.7m | 15.6x | 40.8x | 1.5x |
| Wed, 30 Apr 2025 | AU$4.9b | AU$3.1b | AU$106.7m | 14.6x | 46.3x | 1.6x |
| Fri, 28 Mar 2025 | AU$5.3b | AU$3.1b | AU$106.7m | 15.2x | 49.5x | 1.7x |
| Sun, 23 Feb 2025 | AU$6.1b | AU$3.1b | AU$102.2m | 19.5x | 60x | 2x |
| Tue, 21 Jan 2025 | AU$6.3b | AU$3.1b | AU$93.1m | 20.1x | 67.8x | 2x |
| Thu, 19 Dec 2024 | AU$6.1b | AU$3.1b | AU$93.1m | 20.5x | 65x | 1.9x |
| Sat, 16 Nov 2024 | AU$6.4b | AU$3.1b | AU$92.0m | 17.9x | 70x | 2x |
| Mon, 14 Oct 2024 | AU$6.9b | AU$3.1b | AU$92.0m | 18.2x | 75.4x | 2.2x |
| Wed, 11 Sep 2024 | AU$7.4b | AU$3.3b | AU$78.6m | 19x | 94.1x | 2.2x |
| Fri, 09 Aug 2024 | AU$6.7b | AU$3.3b | AU$167.4m | 15.2x | 40.3x | 2x |
| Sun, 07 Jul 2024 | AU$6.9b | AU$3.3b | AU$167.7m | 14.4x | 41.2x | 2.1x |
| Tue, 04 Jun 2024 | AU$7.3b | AU$3.3b | AU$153.9m | 16.3x | 47.3x | 2.2x |
| Thu, 02 May 2024 | AU$7.3b | AU$3.3b | AU$153.4m | 18.8x | 47.3x | 2.2x |
| Sat, 30 Mar 2024 | AU$7.9b | AU$3.3b | AU$153.4m | 19.9x | 51.4x | 2.4x |
| Mon, 26 Feb 2024 | AU$7.9b | AU$3.2b | AU$134.1m | 32.9x | 59.2x | 2.5x |
| Wed, 24 Jan 2024 | AU$10.2b | AU$3.9b | AU$129.2m | 35.9x | 79.3x | 2.6x |
| Fri, 22 Dec 2023 | AU$10.2b | AU$3.9b | AU$130.4m | 34.2x | 78.3x | 2.6x |
| Sun, 19 Nov 2023 | AU$10.9b | AU$3.9b | AU$127.3m | 35.4x | 85.5x | 2.8x |
| Tue, 17 Oct 2023 | AU$10.9b | AU$3.9b | AU$126.1m | 35x | 86.3x | 2.8x |
| Thu, 14 Sep 2023 | AU$11.2b | AU$3.9b | AU$126.8m | 35.5x | 88.3x | 2.8x |
| Sat, 12 Aug 2023 | AU$11.1b | AU$3.7b | AU$154.0m | 23.7x | 71.9x | 3x |
| Mon, 10 Jul 2023 | AU$10.3b | AU$3.7b | AU$157.5m | 22.6x | 65.6x | 2.8x |
Price to Earnings Ratio
65.6x
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 0.58x.
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 | -0.19% | |
| Consumer Discretionary | -1.32% | |
| Consumer Services | 4.73% | |
| Education Services | 6.50% | |
| Specialized Consumer Services | 1.71% | |
Industry PE
- Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio of 9.6x.
- 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 39% 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$2.32 | 8.4% +AU$50.1m | -43.4% | PE654.2x | |
| PFP Propel Funeral Partners | AU$3.14 | 4.0% +AU$16.6m | -30.5% | PE20.5x | |
| GEM G8 Education | AU$0.14 | 12.0% +AU$11.6m | -85.9% | PS0.1x | |
| EVO Embark Early Education | AU$0.44 | 10.0% +AU$8.1m | -37.1% | PE8.4x | |
| EDU EDU Holdings | AU$1.10 | 4.3% +AU$5.6m | 214.3% | PE9.2x |
