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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedSep 18, 2026
DataAggregated Company Financials
Companies10
  • 7D-0.7%
  • 3M-7.9%
  • 1Y12.7%
  • YTD-1.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.4%, driven by Compagnie Financière Richemont declining 2.5%. Over the past 12 months, the industry was up 13%. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 18 Sep 2026CHF 117.5bCHF 45.6bCHF 3.6b29.3x32.7x2.6x
Sun, 16 Aug 2026CHF 131.8bCHF 45.5bCHF 3.6b31x37x2.9x
Tue, 14 Jul 2026CHF 128.2bCHF 46.2bCHF 3.5b21x36.9x2.8x
Thu, 11 Jun 2026CHF 118.5bCHF 46.1bCHF 3.5b21.9x34.2x2.6x
Sat, 09 May 2026CHF 112.6bCHF 45.5bCHF 3.8b22.8x29.9x2.5x
Mon, 06 Apr 2026CHF 102.4bCHF 45.6bCHF 3.8b21.4x27x2.2x
Wed, 04 Mar 2026CHF 100.9bCHF 44.4bCHF 3.7b17.8x27.4x2.3x
Fri, 30 Jan 2026CHF 103.7bCHF 44.7bCHF 3.7b21.3x27.8x2.3x
Sun, 28 Dec 2025CHF 117.5bCHF 45.0bCHF 3.8b18.4x31x2.6x
Tue, 25 Nov 2025CHF 114.5bCHF 45.0bCHF 3.8b17.4x30.2x2.5x
Thu, 23 Oct 2025CHF 110.9bCHF 44.3bCHF 3.7b18.6x29.9x2.5x
Sat, 20 Sep 2025CHF 104.0bCHF 44.5bCHF 3.7b19.1x27.8x2.3x
Mon, 18 Aug 2025CHF 93.2bCHF 44.7bCHF 3.8b21.6x24.7x2.1x
Wed, 16 Jul 2025CHF 102.5bCHF 44.6bCHF 3.9b22.3x26.6x2.3x
Fri, 13 Jun 2025CHF 106.5bCHF 44.8bCHF 3.9b23.6x27.4x2.4x
Sun, 11 May 2025CHF 101.2bCHF 44.5bCHF 3.5b27x28.7x2.3x
Tue, 08 Apr 2025CHF 89.4bCHF 44.5bCHF 3.5b20.9x25.3x2x
Thu, 06 Mar 2025CHF 124.1bCHF 44.7bCHF 3.6b28.5x34.4x2.8x
Sat, 01 Feb 2025CHF 121.4bCHF 45.2bCHF 3.9b21.1x31.2x2.7x
Mon, 30 Dec 2024CHF 97.0bCHF 45.1bCHF 3.9b20.8x25.1x2.1x
Wed, 27 Nov 2024CHF 87.3bCHF 44.9bCHF 3.8b18.8x22.8x1.9x
Fri, 25 Oct 2024CHF 92.5bCHF 45.2bCHF 4.3b21.9x21.7x2x
Sun, 22 Sep 2024CHF 82.6bCHF 45.4bCHF 4.3b21.3x19.3x1.8x
Tue, 20 Aug 2024CHF 96.7bCHF 45.6bCHF 4.3b22.2x22.3x2.1x
Thu, 18 Jul 2024CHF 97.8bCHF 46.1bCHF 4.4b17.4x22.3x2.1x
Sat, 15 Jun 2024CHF 102.8bCHF 46.4bCHF 4.7b16x21.9x2.2x
Mon, 13 May 2024CHF 98.5bCHF 46.8bCHF 5.0b16.6x19.8x2.1x
Wed, 10 Apr 2024CHF 98.1bCHF 46.9bCHF 5.0b17x19.7x2.1x
Fri, 08 Mar 2024CHF 103.3bCHF 42.2bCHF 4.8b14.4x21.5x2.4x
Sun, 04 Feb 2024CHF 94.3bCHF 43.6bCHF 4.8b18.6x19.8x2.2x
Tue, 02 Jan 2024CHF 88.3bCHF 43.5bCHF 4.8b19.8x18.3x2x
Thu, 30 Nov 2023CHF 82.5bCHF 44.1bCHF 5.0b20.3x16.6x1.9x
Sat, 28 Oct 2023CHF 79.3bCHF 43.5bCHF 4.9b19.3x16.2x1.8x
Mon, 25 Sep 2023CHF 88.1bCHF 43.7bCHF 4.9b18.4x17.8x2x
Price to Earnings Ratio

17.8x


Total Market Cap: CHF 88.1bTotal Earnings: CHF 4.9bTotal Revenue: CHF 43.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 26x202420252026
Current Industry PE
  • Investors are optimistic on the Swiss Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.6x which is higher than its 3-year average PE of 25.9x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 10% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

CH Market1.31%
Consumer Discretionary-0.68%
Auto Components0.70%
Hospitality0.19%
Online Retail and Ecommerce0%0
Specialty Stores-0.094%
Consumer Durables-0.48%
Luxury-0.73%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 25.2x.
    • Analysts are expecting annual earnings growth of 16.6%, which is higher than its past year's earnings decline of 7.9% per year.
  • Investors are most pessimistic about the Auto Components industry, which is trading below its 3-year average of 54.1x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 61% over the next 5 years.
  • This is better than its past earnings decline of 34% per year.
  • In contrast, the Specialty Stores 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?

CompanyLast Price7D1YValuation
AUTN Autoneum HoldingCHF 124.401.0%
+CHF 7.0m		-24.3%PE11.7x
MOZN mobilezone holding agCHF 12.600.6%
+CHF 3.5m		19.1%PS0.6x
CALN CALIDA HoldingCHF 13.601.9%
+CHF 1.8m		-3.8%PE16.6x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 50.400.4%
+CHF 670.1k		16.1%PE30.6x
LMN lastminute.comCHF 9.700.4%
+CHF 424.3k		-36.6%PE33x

Latest News

KSBE
CHF 390.00
Kursaal Bern
7D
-1.0%
1Y
0%
AVOL
CHF 42.64
Avolta
7D
-0.09%
1Y
-7.9%
CFR
CHF 171.55
Compagnie Financière Richemont
7D
-0.8%
1Y
14.1%
LMN
CHF 9.70
lastminute.com
7D
0.4%
1Y
-36.6%
FTON
CHF 12.20
Feintool International Holding
7D
-0.4%
1Y
11.9%
Narrative Update • Sep 03

FTON: Medium Term Outlook Will Balance Higher Growth With Thinner Margins

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MOZN
CHF 12.60
mobilezone holding ag
7D
0.6%
1Y
19.1%
TIBN
CHF 50.40
Bergbahnen Engelberg-Trübsee-Titlis
7D
0.4%
1Y
16.1%
AUTN
CHF 124.40
Autoneum Holding
7D
1.0%
1Y
-24.3%
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CALN
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1Y
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VZUG
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V-ZUG Holding
7D
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1Y
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Swatch Group
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-0.1%
1Y
19.0%
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