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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJul 24, 2026
DataAggregated Company Financials
Companies11
  • 7D-4.6%
  • 3M21.9%
  • 1Y31.3%
  • YTD8.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.6%, driven by Compagnie Financière Richemont declining 3.5%. This takes the industry's 12 month performance to a gain of 31%. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Jul 2026CHF 129.6bCHF 46.3bCHF 3.5b21.6x37.1x2.8x
Mon, 22 Jun 2026CHF 128.2bCHF 46.2bCHF 3.5b21.3x36.9x2.8x
Wed, 20 May 2026CHF 109.9bCHF 45.5bCHF 3.8b22.6x29.2x2.4x
Fri, 17 Apr 2026CHF 109.2bCHF 45.6bCHF 3.8b22.6x28.8x2.4x
Sun, 15 Mar 2026CHF 98.9bCHF 45.2bCHF 3.7b23.1x26.6x2.2x
Tue, 10 Feb 2026CHF 111.0bCHF 44.5bCHF 3.7b22.2x30.3x2.5x
Thu, 08 Jan 2026CHF 116.6bCHF 45.0bCHF 3.8b18.8x30.8x2.6x
Sat, 06 Dec 2025CHF 119.3bCHF 45.1bCHF 3.8b17.7x31.3x2.6x
Mon, 03 Nov 2025CHF 109.9bCHF 44.4bCHF 3.7b17.9x29.6x2.5x
Wed, 01 Oct 2025CHF 105.0bCHF 44.5bCHF 3.7b19.8x28x2.4x
Fri, 29 Aug 2025CHF 99.3bCHF 44.5bCHF 3.8b20.8x26.5x2.2x
Sun, 27 Jul 2025CHF 98.3bCHF 44.3bCHF 3.7b23.3x26.4x2.2x
Tue, 24 Jun 2025CHF 101.5bCHF 44.8bCHF 3.9b21.9x26.1x2.3x
Thu, 22 May 2025CHF 112.4bCHF 45.4bCHF 3.9b27.3x29x2.5x
Sat, 19 Apr 2025CHF 94.9bCHF 44.4bCHF 3.5b25.6x27x2.1x
Mon, 17 Mar 2025CHF 114.7bCHF 45.0bCHF 3.6b24.1x31.7x2.5x
Wed, 12 Feb 2025CHF 122.6bCHF 44.7bCHF 3.6b23.1x34.5x2.7x
Fri, 10 Jan 2025CHF 97.8bCHF 45.1bCHF 3.9b21.3x25.3x2.2x
Sun, 08 Dec 2024CHF 93.2bCHF 44.9bCHF 3.8b19.9x24.4x2.1x
Tue, 05 Nov 2024CHF 90.2bCHF 45.2bCHF 4.3b20.6x21.1x2x
Thu, 03 Oct 2024CHF 93.8bCHF 45.2bCHF 4.2b21.5x22.1x2.1x
Sat, 31 Aug 2024CHF 95.3bCHF 45.2bCHF 4.3b22.4x22.4x2.1x
Mon, 29 Jul 2024CHF 97.0bCHF 46.1bCHF 4.3b21.7x22.3x2.1x
Wed, 26 Jun 2024CHF 103.4bCHF 46.5bCHF 4.7b15.4x22x2.2x
Fri, 24 May 2024CHF 101.7bCHF 47.2bCHF 4.9b16.1x20.9x2.2x
Sun, 21 Apr 2024CHF 92.9bCHF 46.6bCHF 4.9b16.6x18.8x2x
Tue, 19 Mar 2024CHF 102.5bCHF 46.5bCHF 4.9b15.1x21x2.2x
Thu, 15 Feb 2024CHF 97.2bCHF 42.1bCHF 4.8b17.1x20.2x2.3x
Sat, 13 Jan 2024CHF 84.0bCHF 43.6bCHF 4.9b18.6x17.3x1.9x
Mon, 11 Dec 2023CHF 87.9bCHF 43.9bCHF 4.9b20x17.9x2x
Wed, 08 Nov 2023CHF 83.6bCHF 43.7bCHF 4.9b19.8x17x1.9x
Fri, 06 Oct 2023CHF 83.2bCHF 43.6bCHF 4.9b18x16.9x1.9x
Sun, 03 Sep 2023CHF 93.4bCHF 43.5bCHF 4.9b19.4x19.1x2.1x
Tue, 01 Aug 2023CHF 105.4bCHF 41.4bCHF 4.9b21.3x21.5x2.5x
Price to Earnings Ratio

21.5x


Total Market Cap: CHF 105.4bTotal Earnings: CHF 4.9bTotal Revenue: CHF 41.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 25.1x202420252026
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 37.1x which is higher than its 3-year average PE of 25.1x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 11% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.8% per year.
  • This means that although more sales are being generated, 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 Market-0.70%
Consumer Discretionary-4.57%
Consumer Durables3.40%
Hospitality1.66%
Online Retail and Ecommerce0%0
Auto Components-0.64%
Luxury-4.59%
Specialty Stores-5.21%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 60.9x.
    • Analysts are expecting annual earnings growth of 12.5%, which is lower than the prior year's growth of 93.2% per year.
  • Investors are most pessimistic about the Auto Components industry, which is trading below its 3-year average of 55.7x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Durables industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 15% per year.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 12% 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 109.001.7%
+CHF 10.4m		-29.9%PE10.5x
FTON Feintool International HoldingCHF 9.583.0%
+CHF 4.1m		-24.6%PS0.2x

Latest News

CALN
CHF 16.24
CALIDA Holding
7D
-12.4%
1Y
6.0%
UHR
CHF 169.90
Swatch Group
7D
-17.6%
1Y
7.1%
AUTN
CHF 109.00
Autoneum Holding
7D
1.7%
1Y
-29.9%
Narrative Update • Jul 16

AUTN: Higher Margin Outlook Will Support Stronger Future Earnings Potential

Analysts have adjusted their price target for Autoneum Holding to CHF 156 from CHF 175, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E levels. What’s in the News for Autoneum Holding No recent Autoneum Holding news items were identified in the provided sources, so the latest company specific developments are not available in this summary.
CFR
CHF 193.05
Compagnie Financière Richemont
7D
-0.6%
1Y
38.6%
FTON
CHF 9.58
Feintool International Holding
7D
3.0%
1Y
-24.6%
Narrative Update • Jul 10

nan

The analyst price target for Feintool International Holding has been cut from CHF 18.00 to CHF 11.00 as analysts now apply a higher discount rate, assume lower revenue growth and profit margins, and use a higher future P/E multiple in their updated valuation work. What's in the News No recent news items for Feintool International Holding were identified in the provided sources.
AVOL
CHF 46.80
Avolta
7D
-2.1%
1Y
8.8%
VZUG
CHF 41.20
V-ZUG Holding
7D
-1.7%
1Y
-22.0%
MOZN
CHF 14.70
mobilezone holding ag
7D
-0.8%
1Y
25.2%
TIBN
CHF 49.20
Bergbahnen Engelberg-Trübsee-Titlis
7D
-3.5%
1Y
15.0%