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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedDec 06, 2025
DataAggregated Company Financials
Companies10
  • 7D2.2%
  • 3M18.1%
  • 1Y28.8%
  • YTD26.8%

In the last week, the Consumer Discretionary industry is up 2.2%, with Compagnie Financière Richemont up 1.8%. This means that the industry has gained 29% over the past year. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Thu, 29 Jun 2023CHF 108.2bCHF 41.4bCHF 4.8b22.2x22.5x2.6x
Sat, 27 May 2023CHF 110.0bCHF 41.3bCHF 4.8b22.8x23x2.7x
Mon, 24 Apr 2023CHF 110.3bCHF 42.5bCHF 3.7b20.2x30.1x2.6x
Wed, 22 Mar 2023CHF 105.2bCHF 42.8bCHF 3.7b23x28.6x2.5x
Fri, 17 Feb 2023CHF 108.4bCHF 41.1bCHF 3.7b24.3x29.2x2.6x
Sun, 15 Jan 2023CHF 102.0bCHF 41.5bCHF 3.8b24.2x27.2x2.5x
Tue, 13 Dec 2022CHF 90.8bCHF 41.1bCHF 3.7b22.6x24.5x2.2x
Price to Earnings Ratio

24.5x


Total Market Cap: CHF 90.8bTotal Earnings: CHF 3.7bTotal Revenue: CHF 41.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.1x202320242025
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 31.3x which is higher than its 3-year average PE of 24.1x.
  • 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 3.2% 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 and as a result, profits have held steady.

Industry Trends

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

CH Market0.62%
Consumer Discretionary2.24%
Specialty Stores7.89%
Auto Components4.37%
Luxury1.90%
Hospitality0.36%
Online Retail and Ecommerce0%0
Consumer Durables-2.17%
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 26.2%, 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 Hospitality industry, expecting annual earnings growth of 47% over the next 5 years.
  • This is better than its past earnings decline of 4.3% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 4.0% 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
CFR Compagnie Financière RichemontCHF 173.451.8%
+CHF 1.9b		32.1%PE28.4x
AVOL AvoltaCHF 47.607.9%
+CHF 505.0m		31.5%PE58.5x
UHR Swatch GroupCHF 166.252.5%
+CHF 212.2m		2.0%PE143.4x
AUTN Autoneum HoldingCHF 158.605.0%
+CHF 44.0m		46.6%PE17.1x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 50.401.4%
+CHF 2.4m		32.3%PE11.3x

Latest News

AUTN
CHF 158.60
Autoneum Holding
7D
5.0%
1Y
46.6%

Is Now The Time To Put Autoneum Holding (VTX:AUTN) On Your Watchlist?

Dec 06
Is Now The Time To Put Autoneum Holding (VTX:AUTN) On Your Watchlist?
CFR
CHF 173.45
Compagnie Financière Richemont
7D
1.8%
1Y
32.1%
LMN
CHF 11.95
lastminute.com
7D
-0.4%
1Y
-28.4%

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Nov 14
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AVOL
CHF 47.60
Avolta
7D
7.9%
1Y
31.5%
VZUG
CHF 40.60
V-ZUG Holding
7D
-2.2%
1Y
-18.6%
MOZN
CHF 12.12
mobilezone holding ag
7D
-0.5%
1Y
-14.5%
UHR
CHF 166.25
Swatch Group
7D
2.5%
1Y
2.0%

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Oct 28
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FTON
CHF 9.50
Feintool International Holding
7D
0.2%
1Y
-32.4%

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Oct 17
Is Feintool International Holding (VTX:FTON) Using Too Much Debt?
TIBN
CHF 50.40
Bergbahnen Engelberg-Trübsee-Titlis
7D
1.4%
1Y
32.3%
CALN
CHF 12.00
CALIDA Holding
7D
-2.1%
1Y
-47.8%
KSBE
CHF 364.00
Kursaal Bern
7D
-1.4%
1Y
4.7%