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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJan 27, 2026
DataAggregated Company Financials
Companies10
  • 7D-2.7%
  • 3M-4.5%
  • 1Y-9.1%
  • YTD-10.3%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.7%, driven by Compagnie Financière Richemont declining 3.1%. Overall the industry is down 9.1% in 12 months. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 27 Jan 2026CHF 106.9bCHF 44.8bCHF 3.7b21.9x28.5x2.4x
Thu, 25 Dec 2025CHF 117.5bCHF 44.9bCHF 3.8b18.4x31.1x2.6x
Sat, 22 Nov 2025CHF 112.6bCHF 45.0bCHF 3.8b17.3x29.7x2.5x
Mon, 20 Oct 2025CHF 110.8bCHF 44.4bCHF 3.7b18.9x29.9x2.5x
Wed, 17 Sep 2025CHF 105.4bCHF 44.4bCHF 3.7b19.4x28.2x2.4x
Fri, 15 Aug 2025CHF 93.6bCHF 44.6bCHF 3.8b21.3x24.9x2.1x
Sun, 13 Jul 2025CHF 103.0bCHF 44.6bCHF 3.9b22.2x26.7x2.3x
Tue, 10 Jun 2025CHF 104.6bCHF 44.8bCHF 3.9b23.7x26.9x2.3x
Thu, 08 May 2025CHF 99.9bCHF 44.4bCHF 3.5b26.8x28.4x2.2x
Sat, 05 Apr 2025CHF 93.9bCHF 44.7bCHF 3.6b21.2x26.4x2.1x
Mon, 03 Mar 2025CHF 125.3bCHF 44.2bCHF 3.5b29.1x35.5x2.8x
Wed, 29 Jan 2025CHF 118.3bCHF 45.2bCHF 3.9b21.2x30.5x2.6x
Fri, 27 Dec 2024CHF 96.1bCHF 45.1bCHF 3.9b20.6x24.9x2.1x
Sun, 24 Nov 2024CHF 85.2bCHF 44.9bCHF 3.8b18.9x22.3x1.9x
Tue, 22 Oct 2024CHF 91.1bCHF 45.2bCHF 4.3b21.6x21.4x2x
Thu, 19 Sep 2024CHF 84.7bCHF 45.3bCHF 4.3b21.5x19.9x1.9x
Sat, 17 Aug 2024CHF 95.4bCHF 46.6bCHF 4.4b21.4x21.8x2x
Mon, 15 Jul 2024CHF 102.6bCHF 46.9bCHF 4.8b16.2x21.5x2.2x
Wed, 12 Jun 2024CHF 104.8bCHF 46.7bCHF 4.7b16.5x22.1x2.2x
Fri, 10 May 2024CHF 96.8bCHF 46.8bCHF 5.0b16.6x19.5x2.1x
Sun, 07 Apr 2024CHF 98.2bCHF 46.8bCHF 5.0b17.4x19.8x2.1x
Tue, 05 Mar 2024CHF 102.0bCHF 42.2bCHF 4.8b14.5x21.3x2.4x
Thu, 01 Feb 2024CHF 94.8bCHF 43.6bCHF 4.7b18.7x20x2.2x
Sat, 30 Dec 2023CHF 88.3bCHF 43.5bCHF 4.8b19.8x18.2x2x
Mon, 27 Nov 2023CHF 84.1bCHF 44.2bCHF 5.0b19.9x16.9x1.9x
Wed, 25 Oct 2023CHF 79.9bCHF 43.4bCHF 4.9b19.3x16.4x1.8x
Fri, 22 Sep 2023CHF 86.9bCHF 43.7bCHF 4.9b18.5x17.6x2x
Sun, 20 Aug 2023CHF 93.0bCHF 44.4bCHF 4.9b19.9x19x2.1x
Tue, 18 Jul 2023CHF 103.6bCHF 41.6bCHF 4.9b20.9x21x2.5x
Thu, 15 Jun 2023CHF 107.9bCHF 41.3bCHF 4.8b22.2x22.5x2.6x
Sat, 13 May 2023CHF 112.7bCHF 42.4bCHF 3.6b21x30.9x2.7x
Mon, 10 Apr 2023CHF 103.6bCHF 42.7bCHF 3.7b20.6x28.1x2.4x
Wed, 08 Mar 2023CHF 111.4bCHF 41.5bCHF 3.7b22.8x29.7x2.7x
Fri, 03 Feb 2023CHF 105.9bCHF 41.3bCHF 3.7b23.8x28.4x2.6x
Price to Earnings Ratio

28.4x


Total Market Cap: CHF 105.9bTotal Earnings: CHF 3.7bTotal Revenue: CHF 41.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.3x202420252026
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 28.5x which is higher than its 3-year average PE of 24.3x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
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 2.8% 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 and as a result, profits have held steady.

Industry Trends

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

CH Market-0.64%
Consumer Discretionary-2.72%
Specialty Stores1.68%
Online Retail and Ecommerce0%0
Hospitality-0.20%
Consumer Durables-2.64%
Luxury-2.98%
Auto Components-6.76%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 0.90x.
    • Analysts are expecting annual earnings growth of 29.6%, which is lower than the prior year's growth of 70.8% per year.
  • Investors are most pessimistic about the Consumer Durables industry, which is trading below its 3-year average of 32.5x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 46% over the next 5 years.
  • This is better than its past earnings decline of 23% 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
AVOL AvoltaCHF 47.281.7%
+CHF 113.2m		15.1%PE58.1x
MOZN mobilezone holding agCHF 14.083.5%
+CHF 20.7m		23.7%PE39.1x
LMN lastminute.comCHF 14.451.0%
+CHF 1.6m		-9.9%PE17.3x
KSBE Kursaal BernCHF 370.002.2%
+CHF 975.7k		7.2%PE16.5x

Latest News

TIBN
CHF 59.00
Bergbahnen Engelberg-Trübsee-Titlis
7D
-1.7%
1Y
38.5%
AUTN
CHF 143.00
Autoneum Holding
7D
-7.7%
1Y
9.7%

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FTON
CHF 10.20
Feintool International Holding
7D
-1.0%
1Y
-28.4%

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CFR
CHF 152.65
Compagnie Financière Richemont
7D
-3.1%
1Y
-11.4%
AVOL
CHF 47.28
Avolta
7D
1.7%
1Y
15.1%

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CALN
CHF 12.20
CALIDA Holding
7D
-3.2%
1Y
-44.8%

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Jan 16
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LMN
CHF 14.45
lastminute.com
7D
1.0%
1Y
-9.9%

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Jan 09
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VZUG
CHF 40.60
V-ZUG Holding
7D
-2.6%
1Y
-11.7%
MOZN
CHF 14.08
mobilezone holding ag
7D
3.5%
1Y
23.7%
UHR
CHF 165.85
Swatch Group
7D
-1.3%
1Y
-0.4%

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Oct 28
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KSBE
CHF 370.00
Kursaal Bern
7D
2.2%
1Y
7.2%