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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies11
  • 7D1.5%
  • 3M29.6%
  • 1Y25.9%
  • YTD8.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.3%, driven by Swatch Group declining 3.4%. In the past year, the industry has gained 21%. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Jun 2026CHF 129.2bCHF 46.1bCHF 3.5b21.7x37.3x2.8x
Sat, 23 May 2026CHF 110.6bCHF 45.8bCHF 3.4b22.6x32.4x2.4x
Mon, 20 Apr 2026CHF 113.6bCHF 45.6bCHF 3.8b22.6x30x2.5x
Wed, 18 Mar 2026CHF 98.4bCHF 45.2bCHF 3.7b22.7x26.4x2.2x
Fri, 13 Feb 2026CHF 113.0bCHF 44.5bCHF 3.7b22.4x30.9x2.5x
Sun, 11 Jan 2026CHF 121.9bCHF 45.0bCHF 3.8b19.1x32.1x2.7x
Tue, 09 Dec 2025CHF 118.4bCHF 45.2bCHF 3.8b17.7x31x2.6x
Thu, 06 Nov 2025CHF 109.6bCHF 44.5bCHF 3.7b17.7x29.4x2.5x
Sat, 04 Oct 2025CHF 107.5bCHF 44.5bCHF 3.7b20.2x28.7x2.4x
Mon, 01 Sep 2025CHF 98.2bCHF 44.5bCHF 3.7b20.5x26.2x2.2x
Wed, 30 Jul 2025CHF 96.7bCHF 44.2bCHF 3.7b23.1x26x2.2x
Fri, 27 Jun 2025CHF 101.0bCHF 44.8bCHF 3.9b22.2x26x2.3x
Sun, 25 May 2025CHF 107.9bCHF 45.3bCHF 3.9b26.2x27.9x2.4x
Tue, 22 Apr 2025CHF 94.9bCHF 44.4bCHF 3.5b25.6x27x2.1x
Thu, 20 Mar 2025CHF 114.0bCHF 44.9bCHF 3.6b24.9x31.7x2.5x
Sat, 15 Feb 2025CHF 125.1bCHF 44.6bCHF 3.6b23.8x35.2x2.8x
Mon, 13 Jan 2025CHF 97.1bCHF 45.1bCHF 3.9b21x25.1x2.2x
Wed, 11 Dec 2024CHF 94.4bCHF 44.9bCHF 3.8b20.2x24.7x2.1x
Fri, 08 Nov 2024CHF 91.7bCHF 45.3bCHF 4.3b20.5x21.4x2x
Sun, 06 Oct 2024CHF 94.2bCHF 45.3bCHF 4.3b21.5x22.1x2.1x
Tue, 03 Sep 2024CHF 95.1bCHF 45.3bCHF 4.3b22.4x22.3x2.1x
Thu, 01 Aug 2024CHF 96.3bCHF 45.9bCHF 4.3b21.8x22.3x2.1x
Sat, 29 Jun 2024CHF 100.4bCHF 46.6bCHF 4.7b15.6x21.2x2.2x
Mon, 27 May 2024CHF 102.7bCHF 47.2bCHF 4.8b18.3x21.2x2.2x
Wed, 24 Apr 2024CHF 94.4bCHF 46.8bCHF 5.0b16.8x19x2x
Fri, 22 Mar 2024CHF 99.7bCHF 46.7bCHF 4.9b15x20.3x2.1x
Sun, 18 Feb 2024CHF 99.3bCHF 42.0bCHF 4.8b17x20.7x2.4x
Tue, 16 Jan 2024CHF 83.7bCHF 43.7bCHF 4.9b18.6x17.2x1.9x
Thu, 14 Dec 2023CHF 90.1bCHF 43.8bCHF 4.9b19.9x18.4x2.1x
Sat, 11 Nov 2023CHF 80.4bCHF 43.7bCHF 4.9b19.8x16.3x1.8x
Mon, 09 Oct 2023CHF 84.6bCHF 43.7bCHF 4.9b17.9x17.2x1.9x
Wed, 06 Sep 2023CHF 92.8bCHF 43.5bCHF 4.9b19.7x19x2.1x
Fri, 04 Aug 2023CHF 101.5bCHF 41.4bCHF 4.9b20.6x20.7x2.5x
Sun, 02 Jul 2023CHF 110.2bCHF 41.4bCHF 4.8b22.2x22.9x2.7x
Price to Earnings Ratio

22.9x


Total Market Cap: CHF 110.2bTotal Earnings: CHF 4.8bTotal Revenue: CHF 41.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.7x202420252026
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 36.1x which is higher than its 3-year average PE of 24.7x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.7x.
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 Market1.84%
Consumer Discretionary1.55%
Specialty Stores2.95%
Luxury1.48%
Hospitality0.18%
Consumer Durables0.12%
Online Retail and Ecommerce0%0
Auto Components-1.94%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 61.5x.
    • Analysts are expecting annual earnings growth of 16.5%, 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 57.2x.
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 185.502.0%
+CHF 2.1b		24.5%PE34.1x
AVOL AvoltaCHF 54.253.5%
+CHF 252.8m		26.1%PE37.3x
CALN CALIDA HoldingCHF 19.706.1%
+CHF 8.0m		31.3%PE19.5x
LMN lastminute.comCHF 12.751.2%
+CHF 1.6m		-22.7%PE12.6x
VZUG V-ZUG HoldingCHF 40.250.1%
+CHF 320.6k		-39.7%PE37.8x

Latest News

AVOL
CHF 54.25
Avolta
7D
3.5%
1Y
26.1%
LMN
CHF 12.75
lastminute.com
7D
1.2%
1Y
-22.7%
CFR
CHF 185.50
Compagnie Financière Richemont
7D
2.0%
1Y
24.5%
KSBE
CHF 398.00
Kursaal Bern
7D
0.06%
1Y
-4.8%
UHR
CHF 202.90
Swatch Group
7D
-3.4%
1Y
56.4%
AUTN
CHF 112.60
Autoneum Holding
7D
-1.9%
1Y
-19.6%
CALN
CHF 19.70
CALIDA Holding
7D
6.1%
1Y
31.3%
VZUG
CHF 40.25
V-ZUG Holding
7D
0.1%
1Y
-39.7%
FTON
CHF 9.62
Feintool International Holding
7D
-2.0%
1Y
-19.8%
MOZN
CHF 14.04
mobilezone holding ag
7D
-3.7%
1Y
26.0%
TIBN
CHF 49.90
Bergbahnen Engelberg-Trübsee-Titlis
7D
-0.6%
1Y
19.4%