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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedMay 28, 2026
DataAggregated Company Financials
Companies11
  • 7D5.1%
  • 3M1.5%
  • 1Y9.2%
  • YTD-1.9%

Over the last 7 days, the Consumer Discretionary industry has risen 5.1%, driven by gains from Compagnie Financière Richemont of 5.4%. This means that the industry has gained 9.2% 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
Thu, 28 May 2026CHF 117.4bCHF 45.9bCHF 3.4b22.5x34.2x2.6x
Sat, 25 Apr 2026CHF 106.5bCHF 45.6bCHF 3.8b22.7x28.1x2.3x
Mon, 23 Mar 2026CHF 93.8bCHF 45.4bCHF 3.7b22x25x2.1x
Wed, 18 Feb 2026CHF 112.7bCHF 44.5bCHF 3.7b21.7x30.8x2.5x
Fri, 16 Jan 2026CHF 118.1bCHF 45.0bCHF 3.8b18.5x31.1x2.6x
Sun, 14 Dec 2025CHF 114.9bCHF 45.1bCHF 3.8b18.1x30.2x2.5x
Tue, 11 Nov 2025CHF 109.6bCHF 44.5bCHF 3.7b17.5x29.4x2.5x
Thu, 09 Oct 2025CHF 110.3bCHF 44.4bCHF 3.7b21.1x29.5x2.5x
Sat, 06 Sep 2025CHF 101.0bCHF 44.5bCHF 3.7b20x27x2.3x
Mon, 04 Aug 2025CHF 94.0bCHF 44.5bCHF 3.7b22.4x25.1x2.1x
Wed, 02 Jul 2025CHF 102.8bCHF 44.7bCHF 3.9b22.2x26.5x2.3x
Fri, 30 May 2025CHF 107.6bCHF 45.4bCHF 3.9b26x27.7x2.4x
Sun, 27 Apr 2025CHF 101.3bCHF 44.6bCHF 3.6b27.1x28.5x2.3x
Tue, 25 Mar 2025CHF 111.8bCHF 44.8bCHF 3.6b25x31.2x2.5x
Thu, 20 Feb 2025CHF 123.4bCHF 44.5bCHF 3.6b23.7x34.7x2.8x
Sat, 18 Jan 2025CHF 112.7bCHF 45.2bCHF 3.9b21x29.1x2.5x
Mon, 16 Dec 2024CHF 96.5bCHF 45.1bCHF 3.9b20.4x25x2.1x
Wed, 13 Nov 2024CHF 83.8bCHF 45.1bCHF 3.9b19.6x21.7x1.9x
Fri, 11 Oct 2024CHF 94.3bCHF 45.2bCHF 4.3b21.9x22.2x2.1x
Sun, 08 Sep 2024CHF 86.0bCHF 45.1bCHF 4.2b21.2x20.3x1.9x
Tue, 06 Aug 2024CHF 89.8bCHF 46.2bCHF 4.3b20.5x20.9x1.9x
Thu, 04 Jul 2024CHF 101.1bCHF 46.8bCHF 4.8b15.9x21.2x2.2x
Sat, 01 Jun 2024CHF 103.4bCHF 47.0bCHF 4.8b17.6x21.6x2.2x
Mon, 29 Apr 2024CHF 94.6bCHF 46.8bCHF 5.0b16.3x19x2x
Wed, 27 Mar 2024CHF 98.1bCHF 46.8bCHF 4.9b15.5x19.8x2.1x
Fri, 23 Feb 2024CHF 98.4bCHF 42.1bCHF 4.8b17.5x20.4x2.3x
Sun, 21 Jan 2024CHF 87.3bCHF 43.8bCHF 4.9b19.4x17.8x2x
Tue, 19 Dec 2023CHF 92.1bCHF 43.9bCHF 4.9b20x18.7x2.1x
Thu, 16 Nov 2023CHF 84.3bCHF 44.2bCHF 5.0b19.8x17x1.9x
Sat, 14 Oct 2023CHF 80.2bCHF 43.4bCHF 4.9b20.4x16.5x1.8x
Mon, 11 Sep 2023CHF 88.7bCHF 43.5bCHF 4.9b19x18.1x2x
Wed, 09 Aug 2023CHF 98.7bCHF 44.4bCHF 4.9b20.3x20.1x2.2x
Fri, 07 Jul 2023CHF 106.2bCHF 41.4bCHF 4.8b21.2x22.1x2.6x
Sun, 04 Jun 2023CHF 107.2bCHF 41.3bCHF 4.8b22.2x22.4x2.6x
Price to Earnings Ratio

22.4x


Total Market Cap: CHF 107.2bTotal Earnings: CHF 4.8bTotal Revenue: CHF 41.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.4x202420252026
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 24.4x.
  • 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 11% 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 Market1.32%
Consumer Discretionary5.06%
Auto Components5.95%
Luxury5.22%
Specialty Stores2.93%
Consumer Durables2.69%
Hospitality0.75%
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 62.0x.
    • Analysts are expecting annual earnings growth of 15.3%, which is lower than the prior year's growth of 93.2% 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 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 165.755.4%
+CHF 5.1b		6.3%PE30.8x
UHR Swatch GroupCHF 211.803.7%
+CHF 390.0m		52.5%PE3670.9x
AVOL AvoltaCHF 47.723.5%
+CHF 229.2m		8.5%PE33.9x
AUTN Autoneum HoldingCHF 121.806.1%
+CHF 40.6m		-16.1%PE11.8x
FTON Feintool International HoldingCHF 10.005.3%
+CHF 7.4m		-18.0%PS0.2x

Latest News

CFR
CHF 165.75
Compagnie Financière Richemont
7D
5.4%
1Y
6.3%
LMN
CHF 12.80
lastminute.com
7D
4.5%
1Y
-20.0%
New Narrative • May 22

European Travel Concentration And Marketing Risks Will Challenge Margins Yet Still Offer Upside

Catalysts About lastminute.com lastminute.com operates an online travel platform focused on flights, hotels and package holidays for European travelers. What are the underlying business or industry changes driving this perspective?
KSBE
CHF 396.00
Kursaal Bern
7D
-1.0%
1Y
-3.4%
AVOL
CHF 47.72
Avolta
7D
3.5%
1Y
8.5%
UHR
CHF 211.80
Swatch Group
7D
3.7%
1Y
52.5%
AUTN
CHF 121.80
Autoneum Holding
7D
6.1%
1Y
-16.1%
CALN
CHF 17.36
CALIDA Holding
7D
2.6%
1Y
5.2%
VZUG
CHF 40.05
V-ZUG Holding
7D
2.7%
1Y
-45.6%
FTON
CHF 10.00
Feintool International Holding
7D
5.3%
1Y
-18.0%
MOZN
CHF 14.76
mobilezone holding ag
7D
-2.9%
1Y
27.5%
TIBN
CHF 51.60
Bergbahnen Engelberg-Trübsee-Titlis
7D
-1.5%
1Y
24.3%