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 pullbacks in IDP Education and Propel Funeral Partners of 11% and 12%, respectively. In contrast, Nido Education has gained 28%. Overall the industry is down 50% 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 |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | AU$1.7b | AU$3.0b | -AU$270,461,041.00 | 12.2x | -6.1x | 0.6x |
| Tue, 05 May 2026 | AU$2.1b | AU$3.0b | -AU$270,461,041.00 | 12.6x | -7.7x | 0.7x |
| Thu, 02 Apr 2026 | AU$2.5b | AU$3.0b | -AU$270,461,041.00 | 13.1x | -9.4x | 0.8x |
| Sat, 28 Feb 2026 | AU$2.9b | AU$3.0b | -AU$235,758,317.00 | 22.7x | -12.3x | 1x |
| Mon, 26 Jan 2026 | AU$3.7b | AU$3.0b | AU$129.1m | 14.3x | 28.7x | 1.2x |
| Wed, 24 Dec 2025 | AU$3.7b | AU$3.0b | AU$129.1m | 14.7x | 28.9x | 1.2x |
| Fri, 21 Nov 2025 | AU$3.4b | AU$3.0b | AU$129.1m | 13.8x | 26.5x | 1.1x |
| Sun, 19 Oct 2025 | AU$4.0b | AU$3.1b | AU$122.4m | 14.6x | 32.6x | 1.3x |
| Tue, 16 Sep 2025 | AU$3.7b | AU$3.1b | AU$122.4m | 14.9x | 30.4x | 1.2x |
| Thu, 14 Aug 2025 | AU$3.4b | AU$3.1b | AU$110.7m | 16.5x | 31.1x | 1.1x |
| Sat, 12 Jul 2025 | AU$3.2b | AU$3.1b | AU$110.7m | 16.2x | 29.1x | 1x |
| Mon, 09 Jun 2025 | AU$3.3b | AU$3.1b | AU$110.7m | 14.4x | 30x | 1.1x |
| Wed, 07 May 2025 | AU$5.1b | AU$3.1b | AU$106.7m | 14.5x | 47.8x | 1.6x |
| Fri, 04 Apr 2025 | AU$5.1b | AU$3.1b | AU$106.7m | 14.9x | 48x | 1.7x |
| Sun, 02 Mar 2025 | AU$5.5b | AU$3.1b | AU$84.2m | 19.4x | 65.3x | 1.8x |
| Tue, 28 Jan 2025 | AU$6.3b | AU$3.1b | AU$93.1m | 19.9x | 67.3x | 2x |
| Thu, 26 Dec 2024 | AU$6.2b | AU$3.1b | AU$93.1m | 20.3x | 66.1x | 2x |
| Sat, 23 Nov 2024 | AU$6.1b | AU$3.1b | AU$92.0m | 19.6x | 66.5x | 1.9x |
| Mon, 21 Oct 2024 | AU$6.6b | AU$3.1b | AU$92.0m | 17.7x | 71.7x | 2.1x |
| Wed, 18 Sep 2024 | AU$7.2b | AU$3.1b | AU$92.2m | 19.4x | 78.3x | 2.3x |
| Fri, 16 Aug 2024 | AU$7.2b | AU$3.3b | AU$167.1m | 15.4x | 42.9x | 2.2x |
| Sun, 14 Jul 2024 | AU$6.9b | AU$3.3b | AU$167.8m | 14.7x | 41.2x | 2.1x |
| Tue, 11 Jun 2024 | AU$7.1b | AU$3.3b | AU$167.4m | 14.9x | 42.7x | 2.2x |
| Thu, 09 May 2024 | AU$7.5b | AU$3.3b | AU$153.7m | 18.3x | 48.6x | 2.3x |
| Sat, 06 Apr 2024 | AU$7.7b | AU$3.3b | AU$153.7m | 19.4x | 49.8x | 2.3x |
| Mon, 04 Mar 2024 | AU$8.3b | AU$3.3b | AU$153.4m | 23x | 54x | 2.5x |
| Wed, 31 Jan 2024 | AU$9.9b | AU$3.9b | AU$129.3m | 35.4x | 76.7x | 2.5x |
| Fri, 29 Dec 2023 | AU$10.1b | AU$3.9b | AU$130.6m | 36x | 77.7x | 2.6x |
| Sun, 26 Nov 2023 | AU$10.5b | AU$3.9b | AU$127.7m | 33.9x | 82.2x | 2.7x |
| Tue, 24 Oct 2023 | AU$10.3b | AU$3.9b | AU$126.3m | 35.4x | 81.7x | 2.6x |
| Thu, 21 Sep 2023 | AU$10.9b | AU$3.9b | AU$127.2m | 35.4x | 86x | 2.8x |
| Sat, 19 Aug 2023 | AU$10.7b | AU$3.7b | AU$155.2m | 25.2x | 68.9x | 2.9x |
| Mon, 17 Jul 2023 | AU$10.8b | AU$3.7b | AU$155.8m | 23.7x | 69.3x | 2.9x |
| Wed, 14 Jun 2023 | AU$11.1b | AU$3.7b | AU$159.0m | 22.7x | 69.6x | 3x |
Price to Earnings Ratio
69.6x
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 1.9x 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 |