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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies11
  • 7D0.7%
  • 3M31.8%
  • 1Y28.6%
  • YTD8.7%

Over the last 7 days, the Consumer Discretionary industry has risen 1.5%, driven by gains from Compagnie Financière Richemont of 0.7%. This means that the industry has gained 26% over the past year. 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, 26 Jun 2026CHF 129.9bCHF 46.0bCHF 3.5b21.7x37.6x2.8x
Sun, 24 May 2026CHF 110.7bCHF 45.8bCHF 3.4b22.6x32.4x2.4x
Tue, 21 Apr 2026CHF 112.0bCHF 45.5bCHF 3.8b22.9x29.7x2.5x
Thu, 19 Mar 2026CHF 98.0bCHF 45.3bCHF 3.7b22.1x26.2x2.2x
Sat, 14 Feb 2026CHF 112.1bCHF 44.5bCHF 3.7b22.2x30.7x2.5x
Mon, 12 Jan 2026CHF 121.9bCHF 45.0bCHF 3.8b19.1x32.1x2.7x
Wed, 10 Dec 2025CHF 117.0bCHF 45.2bCHF 3.8b17.6x30.7x2.6x
Fri, 07 Nov 2025CHF 108.2bCHF 44.5bCHF 3.7b17.3x29x2.4x
Sun, 05 Oct 2025CHF 107.5bCHF 44.5bCHF 3.7b20.2x28.7x2.4x
Tue, 02 Sep 2025CHF 97.5bCHF 44.6bCHF 3.8b20.8x26x2.2x
Thu, 31 Jul 2025CHF 96.1bCHF 44.2bCHF 3.7b23x25.9x2.2x
Sat, 28 Jun 2025CHF 102.9bCHF 44.8bCHF 3.9b22.3x26.5x2.3x
Mon, 26 May 2025CHF 107.9bCHF 45.3bCHF 3.9b26.2x27.9x2.4x
Wed, 23 Apr 2025CHF 97.3bCHF 44.5bCHF 3.5b26.1x27.6x2.2x
Fri, 21 Mar 2025CHF 110.7bCHF 44.9bCHF 3.6b24.7x30.8x2.5x
Sun, 16 Feb 2025CHF 125.1bCHF 44.5bCHF 3.6b23.8x35.2x2.8x
Tue, 14 Jan 2025CHF 96.9bCHF 45.1bCHF 3.9b20.6x25.1x2.1x
Thu, 12 Dec 2024CHF 94.9bCHF 44.9bCHF 3.8b20.3x24.8x2.1x
Sat, 09 Nov 2024CHF 86.0bCHF 45.2bCHF 4.3b20x20.1x1.9x
Mon, 07 Oct 2024CHF 94.2bCHF 45.3bCHF 4.3b21.5x22.1x2.1x
Wed, 04 Sep 2024CHF 94.4bCHF 45.2bCHF 4.3b22.2x22.2x2.1x
Fri, 02 Aug 2024CHF 96.3bCHF 46.4bCHF 4.3b21.9x22.2x2.1x
Sun, 30 Jun 2024CHF 100.4bCHF 46.6bCHF 4.7b15.6x21.2x2.2x
Tue, 28 May 2024CHF 103.1bCHF 47.2bCHF 4.8b18.1x21.3x2.2x
Thu, 25 Apr 2024CHF 94.1bCHF 46.8bCHF 5.0b16.6x18.9x2x
Sat, 23 Mar 2024CHF 97.4bCHF 46.6bCHF 4.9b15.1x19.8x2.1x
Mon, 19 Feb 2024CHF 99.3bCHF 42.0bCHF 4.8b17x20.7x2.4x
Wed, 17 Jan 2024CHF 82.5bCHF 43.7bCHF 4.9b18.6x17x1.9x
Fri, 15 Dec 2023CHF 93.7bCHF 43.9bCHF 4.9b20.2x19x2.1x
Sun, 12 Nov 2023CHF 80.4bCHF 44.3bCHF 5.0b19.8x16.2x1.8x
Tue, 10 Oct 2023CHF 82.5bCHF 43.5bCHF 4.9b17.9x16.8x1.9x
Thu, 07 Sep 2023CHF 88.7bCHF 43.5bCHF 4.9b19.3x18.1x2x
Sat, 05 Aug 2023CHF 101.7bCHF 41.5bCHF 4.9b20.8x20.7x2.5x
Mon, 03 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 37.3x 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 2.8x.
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 Market2.77%
Consumer Discretionary0.67%
Specialty Stores4.50%
Hospitality1.36%
Consumer Durables1.00%
Luxury0.43%
Online Retail and Ecommerce0%0
Auto Components-0.55%
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 16.3%, 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 57.1x.
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 186.350.7%
+CHF 764.8m		27.2%PE34.4x
AVOL AvoltaCHF 54.905.1%
+CHF 362.1m		28.8%PE37.7x
CALN CALIDA HoldingCHF 19.926.4%
+CHF 8.4m		29.0%PE19.7x
LMN lastminute.comCHF 13.004.8%
+CHF 6.4m		-18.8%PE12.9x
VZUG V-ZUG HoldingCHF 40.501.0%
+CHF 2.6m		-39.2%PE38x

Latest News

CFR
CHF 186.35
Compagnie Financière Richemont
7D
0.7%
1Y
27.2%
Analysis Article • Jun 25

Is Now The Time To Look At Buying Compagnie Financière Richemont SA (VTX:CFR)?

Compagnie Financière Richemont SA ( VTX:CFR ) led the SWX gainers with a relatively large price hike in the past couple...
AVOL
CHF 54.90
Avolta
7D
5.1%
1Y
28.8%
LMN
CHF 13.00
lastminute.com
7D
4.8%
1Y
-18.8%
KSBE
CHF 398.00
Kursaal Bern
7D
0.06%
1Y
-4.8%
UHR
CHF 206.20
Swatch Group
7D
-2.4%
1Y
59.3%
AUTN
CHF 114.60
Autoneum Holding
7D
0.4%
1Y
-17.9%
CALN
CHF 19.92
CALIDA Holding
7D
6.4%
1Y
29.0%
VZUG
CHF 40.50
V-ZUG Holding
7D
1.0%
1Y
-39.2%
FTON
CHF 9.20
Feintool International Holding
7D
-4.8%
1Y
-21.4%
MOZN
CHF 13.98
mobilezone holding ag
7D
-2.1%
1Y
23.9%
TIBN
CHF 49.70
Bergbahnen Engelberg-Trübsee-Titlis
7D
-1.0%
1Y
19.5%