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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedAug 19, 2025
DataAggregated Company Financials
Companies10
  • 7D1.1%
  • 3M-17.9%
  • 1Y-3.1%
  • YTD-1.1%

Over the last 7 days, the Consumer Discretionary industry has risen 1.1%, driven by gains from Compagnie Financière Richemont of 1.3%. In contrast, the industry has lost 3.1% in the last 12 months. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

Has the Swiss Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 Aug 2025CHF 93.0bCHF 44.6bCHF 3.8b20.8x24.7x2.1x
Thu, 17 Jul 2025CHF 103.5bCHF 44.7bCHF 3.9b22.3x26.8x2.3x
Sat, 14 Jun 2025CHF 103.6bCHF 44.8bCHF 3.9b22.9x26.7x2.3x
Mon, 12 May 2025CHF 101.2bCHF 44.5bCHF 3.5b27x28.7x2.3x
Wed, 09 Apr 2025CHF 93.0bCHF 44.4bCHF 3.5b21.8x26.6x2.1x
Fri, 07 Mar 2025CHF 119.8bCHF 44.6bCHF 3.6b27.9x33.3x2.7x
Sun, 02 Feb 2025CHF 121.4bCHF 44.6bCHF 3.6b24.8x34.1x2.7x
Tue, 31 Dec 2024CHF 97.4bCHF 45.2bCHF 3.9b20.8x25.1x2.2x
Thu, 28 Nov 2024CHF 87.0bCHF 45.0bCHF 3.8b18.9x22.7x1.9x
Sat, 26 Oct 2024CHF 92.6bCHF 45.2bCHF 4.3b21.7x21.7x2x
Mon, 23 Sep 2024CHF 82.6bCHF 45.4bCHF 4.3b21.3x19.3x1.8x
Wed, 21 Aug 2024CHF 96.3bCHF 45.5bCHF 4.3b22.3x22.3x2.1x
Fri, 19 Jul 2024CHF 97.1bCHF 46.1bCHF 4.4b18x22.1x2.1x
Sun, 16 Jun 2024CHF 102.8bCHF 46.4bCHF 4.7b16x21.9x2.2x
Tue, 14 May 2024CHF 97.8bCHF 46.8bCHF 5.0b16.6x19.7x2.1x
Thu, 11 Apr 2024CHF 97.8bCHF 46.9bCHF 5.0b17.1x19.6x2.1x
Sat, 09 Mar 2024CHF 103.6bCHF 42.2bCHF 4.8b14.4x21.6x2.5x
Mon, 05 Feb 2024CHF 94.3bCHF 43.6bCHF 4.8b18.6x19.8x2.2x
Wed, 03 Jan 2024CHF 88.3bCHF 43.5bCHF 4.8b19.8x18.2x2x
Fri, 01 Dec 2023CHF 82.2bCHF 44.0bCHF 4.9b20x16.7x1.9x
Sun, 29 Oct 2023CHF 79.3bCHF 43.5bCHF 4.9b19.3x16.2x1.8x
Tue, 26 Sep 2023CHF 85.9bCHF 43.7bCHF 4.9b18.7x17.4x2x
Thu, 24 Aug 2023CHF 92.7bCHF 43.3bCHF 4.8b20.6x19.2x2.1x
Sat, 22 Jul 2023CHF 103.9bCHF 41.5bCHF 4.9b20.9x21.1x2.5x
Mon, 19 Jun 2023CHF 109.8bCHF 41.4bCHF 4.8b22.3x22.8x2.6x
Wed, 17 May 2023CHF 112.8bCHF 41.4bCHF 4.8b22.2x23.5x2.7x
Fri, 14 Apr 2023CHF 106.4bCHF 42.5bCHF 3.7b21.5x29x2.5x
Sun, 12 Mar 2023CHF 107.9bCHF 42.4bCHF 3.7b23.5x29.4x2.5x
Tue, 07 Feb 2023CHF 104.7bCHF 41.3bCHF 3.7b23.7x28.1x2.5x
Thu, 05 Jan 2023CHF 96.5bCHF 41.1bCHF 3.7b24.9x26x2.4x
Sat, 03 Dec 2022CHF 90.6bCHF 41.1bCHF 3.7b22.4x24.4x2.2x
Mon, 31 Oct 2022CHF 75.9bCHF 40.6bCHF 3.2b21.3x23.4x1.9x
Wed, 28 Sep 2022CHF 75.0bCHF 39.8bCHF 3.1b19.7x23.8x1.9x
Fri, 26 Aug 2022CHF 87.1bCHF 39.3bCHF 3.2b22x27.6x2.2x
Price to Earnings Ratio

27.6x


Total Market Cap: CHF 87.1bTotal Earnings: CHF 3.2bTotal Revenue: CHF 39.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 23.7x202320242025
Current Industry PE
  • Investors are relatively neutral on the Swiss Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 23.7x.
  • The industry is trading close to its 3-year average PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 6.1% per year over the last three years.
  • Revenues for these companies have grown 4.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Swiss Consumer Discretionary sector?

CH Market1.05%
Consumer Discretionary1.10%
Specialty Stores4.14%
Luxury0.92%
Online Retail and Ecommerce0%0
Auto Components-0.42%
Hospitality-0.93%
Consumer Durables-4.55%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 30.4%, which is lower than the prior year's growth of 70.8% per year.
  • Investors are most pessimistic about the Hospitality industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 30% over the next 5 years.
  • However this is lower than its past earnings growth rate of 71% per year.
  • In contrast, the Luxury 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?

CompanyLast Price7D1YValuation
CFR Compagnie Financière RichemontCHF 135.754.3%
+CHF 3.3b		0.3%PE22.5x
AVOL AvoltaCHF 47.005.6%
+CHF 362.8m		42.9%PE57.8x
UHR Swatch GroupCHF 141.051.3%
+CHF 90.6m		-21.0%PE121.7x
AUTN Autoneum HoldingCHF 151.001.1%
+CHF 9.3m		22.4%PE16.3x
CALN CALIDA HoldingCHF 13.984.3%
+CHF 4.0m		-49.4%PS0.4x

Latest News

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CHF 10.92
mobilezone holding ag
7D
0.2%
1Y
-19.5%

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FTON
CHF 11.15
Feintool International Holding
7D
-3.9%
1Y
-32.8%
UHR
CHF 141.05
Swatch Group
7D
1.3%
1Y
-21.0%

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Aug 12
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VZUG
CHF 48.20
V-ZUG Holding
7D
-3.6%
1Y
-19.7%
AVOL
CHF 47.00
Avolta
7D
5.6%
1Y
42.9%

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Aug 08
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AUTN
CHF 151.00
Autoneum Holding
7D
1.1%
1Y
22.4%
CALN
CHF 13.98
CALIDA Holding
7D
4.3%
1Y
-49.4%
CFR
CHF 135.75
Compagnie Financière Richemont
7D
4.3%
1Y
0.3%