Header cover image

Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedApr 18, 2025
DataAggregated Company Financials
Companies11
  • 7D1.1%
  • 3M-15.9%
  • 1Y1.8%
  • YTD0.2%

The Consumer Discretionary industry is up 5.2% in the last week, with Compagnie Financière Richemont up 0.8%. In the same time, Feintool International Holding was down 6.0%. Overall in the last year, the industry is flat. 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
Fri, 18 Apr 2025CHF 94.9bCHF 44.4bCHF 3.5b25.6x27x2.1x
Sun, 16 Mar 2025CHF 114.7bCHF 45.0bCHF 3.6b24.1x31.7x2.5x
Tue, 11 Feb 2025CHF 120.5bCHF 44.5bCHF 3.5b23.3x34.1x2.7x
Thu, 09 Jan 2025CHF 98.8bCHF 45.1bCHF 3.9b20.6x25.6x2.2x
Sat, 07 Dec 2024CHF 93.2bCHF 44.9bCHF 3.8b19.9x24.4x2.1x
Mon, 04 Nov 2024CHF 91.2bCHF 45.3bCHF 4.3b21x21.3x2x
Wed, 02 Oct 2024CHF 93.8bCHF 45.2bCHF 4.2b21.5x22.1x2.1x
Fri, 30 Aug 2024CHF 94.9bCHF 45.2bCHF 4.2b22.2x22.3x2.1x
Sun, 28 Jul 2024CHF 97.0bCHF 46.1bCHF 4.3b21.7x22.3x2.1x
Tue, 25 Jun 2024CHF 101.2bCHF 46.5bCHF 4.7b15.5x21.5x2.2x
Thu, 23 May 2024CHF 100.9bCHF 47.2bCHF 4.9b16.3x20.7x2.1x
Sat, 20 Apr 2024CHF 93.6bCHF 46.7bCHF 4.9b16.5x18.9x2x
Mon, 18 Mar 2024CHF 104.8bCHF 46.5bCHF 4.9b15x21.5x2.3x
Wed, 14 Feb 2024CHF 96.3bCHF 42.1bCHF 4.8b17x20x2.3x
Fri, 12 Jan 2024CHF 84.3bCHF 43.6bCHF 4.9b18.7x17.3x1.9x
Sun, 10 Dec 2023CHF 87.9bCHF 43.9bCHF 4.9b20x17.9x2x
Tue, 07 Nov 2023CHF 84.0bCHF 43.7bCHF 4.9b19.8x17.1x1.9x
Thu, 05 Oct 2023CHF 84.3bCHF 43.7bCHF 4.9b18x17.1x1.9x
Sat, 02 Sep 2023CHF 93.4bCHF 43.5bCHF 4.9b19.4x19.1x2.1x
Mon, 31 Jul 2023CHF 105.0bCHF 41.4bCHF 4.9b21.2x21.4x2.5x
Wed, 28 Jun 2023CHF 107.2bCHF 41.4bCHF 4.8b22.1x22.2x2.6x
Fri, 26 May 2023CHF 105.4bCHF 41.4bCHF 4.8b20.9x21.9x2.5x
Sun, 23 Apr 2023CHF 110.3bCHF 42.5bCHF 3.7b20.2x30.1x2.6x
Tue, 21 Mar 2023CHF 102.2bCHF 42.7bCHF 3.7b23x27.8x2.4x
Thu, 16 Feb 2023CHF 105.7bCHF 41.1bCHF 3.7b24x28.5x2.6x
Sat, 14 Jan 2023CHF 102.0bCHF 41.5bCHF 3.8b24.2x27.2x2.5x
Mon, 12 Dec 2022CHF 91.2bCHF 41.0bCHF 3.7b22.6x24.6x2.2x
Wed, 09 Nov 2022CHF 79.0bCHF 39.3bCHF 3.1b23.6x25.5x2x
Fri, 07 Oct 2022CHF 76.8bCHF 40.2bCHF 3.2b19.5x24.1x1.9x
Sun, 04 Sep 2022CHF 82.3bCHF 40.4bCHF 3.2b21x25.6x2x
Tue, 02 Aug 2022CHF 86.9bCHF 37.7bCHF 2.7b22.5x32.7x2.3x
Thu, 30 Jun 2022CHF 78.6bCHF 37.7bCHF 2.7b18.7x28.7x2.1x
Sat, 28 May 2022CHF 80.5bCHF 38.2bCHF 2.8b24.5x28.9x2.1x
Mon, 25 Apr 2022CHF 89.8bCHF 35.7bCHF 3.1b20.9x28.9x2.5x
Price to Earnings Ratio

28.9x


Total Market Cap: CHF 89.8bTotal Earnings: CHF 3.1bTotal Revenue: CHF 35.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 23.8x202320242025
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 26.9x which is higher than its 3-year average PE of 23.8x.
  • The industry is trading close to its 3-year average PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 4.0% per year over the last three years.
  • Revenues for these companies have grown 7.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

CH Market3.50%
Consumer Discretionary1.14%
Consumer Durables9.60%
Specialty Stores4.16%
Luxury0.94%
Hospitality0.88%
Auto Components0.26%
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 30.8%, which is higher than its past year's earnings growth of 7.9% per year.
  • Investors are most pessimistic about the Consumer Durables industry, which is trading below its 3-year average of 31.5x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 59% over the next 5 years.
  • However this is lower than its past earnings growth rate of 85% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 13% 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 136.900.8%
+CHF 678.9m
6.6%PE25.6x
AVOL AvoltaCHF 35.584.2%
+CHF 206.1m
3.5%PE50.1x
UHR Swatch GroupCHF 133.902.1%
+CHF 139.8m
-30.5%PE35.9x
VZUG V-ZUG HoldingCHF 66.209.6%
+CHF 37.3m
13.7%PE19.9x
MOZN mobilezone holding agCHF 10.163.8%
+CHF 16.0m
-23.4%PE25.8x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

ODHN

CHF 5.32

Orascom Development Holding

7D

-0.4%

1Y

21.5%

CALN

CHF 15.70

CALIDA Holding

7D

-2.4%

1Y

-42.2%

CFR

CHF 136.90

Compagnie Financière Richemont

7D

0.8%

1Y

6.6%

FTON

CHF 10.15

Feintool International Holding

7D

-6.0%

1Y

-41.7%

VZUG

CHF 66.20

V-ZUG Holding

7D

9.6%

1Y

13.7%

MOZN

CHF 10.16

mobilezone holding ag

7D

3.8%

1Y

-23.4%

LMN

CHF 12.35

lastminute.com

7D

0.4%

1Y

-36.3%

AUTN

CHF 109.60

Autoneum Holding

7D

1.9%

1Y

-29.5%

TIBN

CHF 42.30

Bergbahnen Engelberg-Trübsee-Titlis

7D

5.8%

1Y

5.5%

KSBE

CHF 342.00

Kursaal Bern

7D

-0.9%

1Y

0.6%