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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies11
  • 7D4.4%
  • 3M22.8%
  • 1Y13.8%
  • YTD1.5%

The Consumer Discretionary industry is up 1.6% in the last week, with Compagnie Financière Richemont up 5.5%. This takes the industry's 12 month performance to a gain of 12%. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Jun 2026CHF 121.4bCHF 46.0bCHF 3.5b22.1x35.2x2.6x
Sun, 10 May 2026CHF 112.6bCHF 45.5bCHF 3.8b22.8x29.9x2.5x
Tue, 07 Apr 2026CHF 102.4bCHF 45.6bCHF 3.8b21.4x27x2.2x
Thu, 05 Mar 2026CHF 103.0bCHF 44.4bCHF 3.7b17.4x28x2.3x
Sat, 31 Jan 2026CHF 105.9bCHF 44.7bCHF 3.7b21.5x28.4x2.4x
Mon, 29 Dec 2025CHF 117.5bCHF 45.0bCHF 3.8b18.4x31x2.6x
Wed, 26 Nov 2025CHF 116.2bCHF 45.1bCHF 3.8b17.4x30.5x2.6x
Fri, 24 Oct 2025CHF 112.2bCHF 44.3bCHF 3.7b18.8x30.3x2.5x
Sun, 21 Sep 2025CHF 104.0bCHF 44.5bCHF 3.7b19.1x27.8x2.3x
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
Price to Earnings Ratio

22.8x


Total Market Cap: CHF 109.8bTotal Earnings: CHF 4.8bTotal Revenue: CHF 41.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.5x202420252026
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 34.2x which is higher than its 3-year average PE of 24.5x.
  • 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 for these companies have grown 3.6% 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 Market0.75%
Consumer Discretionary4.40%
Luxury4.62%
Specialty Stores2.51%
Online Retail and Ecommerce0%0
Hospitality-2.06%
Consumer Durables-2.66%
Auto Components-3.09%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 61.7x.
    • Analysts are expecting annual earnings growth of 16.7%, 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 57.8x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Durables industry, expecting annual earnings growth of 36% over the next 5 years.
  • This is better than its past earnings decline of 68% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 14% 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 173.655.5%
+CHF 5.4b		12.3%PE32x
AVOL AvoltaCHF 47.962.6%
+CHF 166.7m		9.4%PE32.9x
MOZN mobilezone holding agCHF 15.061.5%
+CHF 9.5m		25.7%PS0.7x
CALN CALIDA HoldingCHF 17.301.3%
+CHF 1.5m		6.4%PE17.1x

Latest News

AVOL
CHF 47.96
Avolta
7D
2.6%
1Y
9.4%
LMN
CHF 12.15
lastminute.com
7D
-4.7%
1Y
-26.1%
New Narrative • Jun 05

Full-Service Holidays And AI Adoption Will Transform This Travel Platform Over Time

Catalysts About lastminute.com lastminute.com is an online travel provider focused on package holidays, flights and hotels for European travelers. What are the underlying business or industry changes driving this perspective?
KSBE
CHF 397.75
Kursaal Bern
7D
-0.6%
1Y
-1.8%
CFR
CHF 173.65
Compagnie Financière Richemont
7D
5.5%
1Y
12.3%
UHR
CHF 202.00
Swatch Group
7D
-3.5%
1Y
46.4%
AUTN
CHF 114.80
Autoneum Holding
7D
-3.5%
1Y
-21.4%
CALN
CHF 17.30
CALIDA Holding
7D
1.3%
1Y
6.4%
VZUG
CHF 38.40
V-ZUG Holding
7D
-2.7%
1Y
-46.2%
FTON
CHF 9.88
Feintool International Holding
7D
-1.0%
1Y
-19.0%
MOZN
CHF 15.06
mobilezone holding ag
7D
1.5%
1Y
25.7%
TIBN
CHF 50.60
Bergbahnen Engelberg-Trübsee-Titlis
7D
-0.4%
1Y
20.5%