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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJul 03, 2025
DataAggregated Company Financials
Companies10
  • 7D2.9%
  • 3M11.3%
  • 1Y4.2%
  • YTD10.3%

In the last week, the Consumer Discretionary industry is up 1.7%, with Compagnie Financière Richemont up 3.0%. This means that the industry has gained 4.5% over the past year. Looking forward, earnings are forecast to grow by 10% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 04 Jul 2025CHF 104.3bCHF 44.7bCHF 3.9b22.4x26.9x2.3x
Sun, 01 Jun 2025CHF 107.0bCHF 45.3bCHF 3.9b25.9x27.6x2.4x
Tue, 29 Apr 2025CHF 101.9bCHF 44.5bCHF 3.5b27.3x28.8x2.3x
Thu, 27 Mar 2025CHF 111.7bCHF 44.8bCHF 3.6b25.1x31.2x2.5x
Sat, 22 Feb 2025CHF 123.4bCHF 44.4bCHF 3.5b23.6x34.8x2.8x
Mon, 20 Jan 2025CHF 112.7bCHF 45.1bCHF 3.9b21x29.1x2.5x
Wed, 18 Dec 2024CHF 96.8bCHF 45.1bCHF 3.9b20.4x25.1x2.1x
Fri, 15 Nov 2024CHF 86.7bCHF 45.1bCHF 3.9b19.4x22.5x1.9x
Sun, 13 Oct 2024CHF 94.3bCHF 45.2bCHF 4.3b21.7x22.1x2.1x
Tue, 10 Sep 2024CHF 85.8bCHF 45.2bCHF 4.2b21.5x20.2x1.9x
Thu, 08 Aug 2024CHF 90.8bCHF 46.3bCHF 4.3b20.6x21x2x
Sat, 06 Jul 2024CHF 100.4bCHF 46.8bCHF 4.8b15.9x21.1x2.1x
Mon, 03 Jun 2024CHF 103.4bCHF 47.0bCHF 4.8b17.6x21.6x2.2x
Wed, 01 May 2024CHF 93.4bCHF 46.9bCHF 5.0b16.2x18.7x2x
Fri, 29 Mar 2024CHF 100.4bCHF 46.7bCHF 4.9b15.7x20.4x2.1x
Sun, 25 Feb 2024CHF 99.4bCHF 42.1bCHF 4.8b14.8x20.6x2.4x
Tue, 23 Jan 2024CHF 88.2bCHF 43.9bCHF 4.9b17.8x18x2x
Thu, 21 Dec 2023CHF 90.3bCHF 43.8bCHF 4.9b20x18.4x2.1x
Sat, 18 Nov 2023CHF 84.6bCHF 44.3bCHF 5.0b19.8x17x1.9x
Mon, 16 Oct 2023CHF 80.2bCHF 43.4bCHF 4.9b20.4x16.5x1.8x
Wed, 13 Sep 2023CHF 88.5bCHF 43.5bCHF 4.9b18.9x18.1x2x
Fri, 11 Aug 2023CHF 100.8bCHF 44.4bCHF 4.9b20.5x20.6x2.3x
Sun, 09 Jul 2023CHF 106.1bCHF 41.4bCHF 4.8b21.1x22.1x2.6x
Tue, 06 Jun 2023CHF 106.6bCHF 41.3bCHF 4.8b22.1x22.3x2.6x
Thu, 04 May 2023CHF 110.9bCHF 42.5bCHF 3.7b19.8x30.3x2.6x
Sat, 01 Apr 2023CHF 108.2bCHF 42.7bCHF 3.7b22x29.4x2.5x
Mon, 27 Feb 2023CHF 105.8bCHF 41.2bCHF 3.7b23.9x28.4x2.6x
Wed, 25 Jan 2023CHF 103.8bCHF 41.5bCHF 3.8b22.6x27.6x2.5x
Fri, 23 Dec 2022CHF 88.0bCHF 41.1bCHF 3.7b23.7x23.7x2.1x
Sun, 20 Nov 2022CHF 86.5bCHF 41.1bCHF 3.7b23.6x23.3x2.1x
Tue, 18 Oct 2022CHF 75.6bCHF 40.3bCHF 3.2b20.5x23.5x1.9x
Thu, 15 Sep 2022CHF 81.0bCHF 40.0bCHF 3.2b20.8x25.6x2x
Sat, 13 Aug 2022CHF 87.5bCHF 39.4bCHF 3.2b23.2x27.7x2.2x
Mon, 11 Jul 2022CHF 78.7bCHF 37.7bCHF 2.7b20.1x28.8x2.1x
Price to Earnings Ratio

28.8x


Total Market Cap: CHF 78.7bTotal Earnings: CHF 2.7bTotal Revenue: CHF 37.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 23.8x202320242025
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 26.9x which is higher than its 3-year average PE of 23.8x.
  • 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 12% per year over the last three years.
  • Revenues for these companies have grown 5.9% 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 Market0.99%
Consumer Discretionary2.87%
Specialty Stores3.85%
Luxury2.84%
Hospitality1.41%
Consumer Durables1.20%
Auto Components0.053%
Online Retail and Ecommerce0%0
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 28.6%, which is higher than its past year's earnings growth of 7.9% 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 29% over the next 5 years.
  • This is better than its past earnings growth rate of 7.9% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 9.0% 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
AVOL AvoltaCHF 43.982.2%
+CHF 139.3m		24.5%PE62x
MOZN mobilezone holding agCHF 11.501.6%
+CHF 7.8m		-17.5%PE29.2x
VZUG V-ZUG HoldingCHF 66.801.8%
+CHF 7.7m		36.3%PE20.1x
CALN CALIDA HoldingCHF 15.985.1%
+CHF 5.4m		-47.6%PE225.1x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 42.701.7%
+CHF 2.4m		4.7%PE9.5x

Latest News

FTON
CHF 11.95
Feintool International Holding
7D
-1.2%
1Y
-36.6%
CFR
CHF 149.15
Compagnie Financière Richemont
7D
-0.3%
1Y
6.7%
UHR
CHF 129.85
Swatch Group
7D
-1.0%
1Y
-30.6%
LMN
CHF 15.65
lastminute.com
7D
-1.9%
1Y
-24.4%
MOZN
CHF 11.50
mobilezone holding ag
7D
1.6%
1Y
-17.5%

Here's What To Make Of mobilezone holding ag's (VTX:MOZN) Decelerating Rates Of Return

Jun 19
Here's What To Make Of mobilezone holding ag's (VTX:MOZN) Decelerating Rates Of Return
AVOL
CHF 43.98
Avolta
7D
2.2%
1Y
24.5%

Is Avolta AG (VTX:AVOL) Potentially Undervalued?

Jun 11
Is Avolta AG (VTX:AVOL) Potentially Undervalued?
AUTN
CHF 139.80
Autoneum Holding
7D
-0.1%
1Y
5.3%

Market Might Still Lack Some Conviction On Autoneum Holding AG (VTX:AUTN) Even After 25% Share Price Boost

May 06
Market Might Still Lack Some Conviction On Autoneum Holding AG (VTX:AUTN) Even After 25% Share Price Boost
CALN
CHF 15.98
CALIDA Holding
7D
5.1%
1Y
-47.6%
VZUG
CHF 66.80
V-ZUG Holding
7D
1.8%
1Y
36.3%
TIBN
CHF 42.70
Bergbahnen Engelberg-Trübsee-Titlis
7D
1.7%
1Y
4.7%