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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedSep 18, 2025
DataAggregated Company Financials
Companies10
  • 7D0.4%
  • 3M2.2%
  • 1Y23.1%
  • YTD10.0%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably mobilezone holding ag declined by 4.9%. The past year has been better, since the industry has gained 23% in that time. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Sep 2025CHF 103.5bCHF 44.4bCHF 3.7b19.7x27.7x2.3x
Sun, 17 Aug 2025CHF 93.2bCHF 44.7bCHF 3.8b21.6x24.7x2.1x
Tue, 15 Jul 2025CHF 102.2bCHF 44.6bCHF 3.9b22x26.5x2.3x
Thu, 12 Jun 2025CHF 105.9bCHF 44.9bCHF 3.9b23.6x27.1x2.4x
Sat, 10 May 2025CHF 101.2bCHF 44.5bCHF 3.5b27x28.7x2.3x
Mon, 07 Apr 2025CHF 93.9bCHF 44.7bCHF 3.6b21.2x26.4x2.1x
Wed, 05 Mar 2025CHF 123.6bCHF 44.2bCHF 3.5b28.4x35x2.8x
Fri, 31 Jan 2025CHF 119.6bCHF 45.3bCHF 3.9b21x30.7x2.6x
Sun, 29 Dec 2024CHF 97.0bCHF 45.1bCHF 3.9b20.8x25.1x2.1x
Tue, 26 Nov 2024CHF 86.9bCHF 44.9bCHF 3.8b18.8x22.7x1.9x
Thu, 24 Oct 2024CHF 90.8bCHF 45.1bCHF 4.3b21.6x21.4x2x
Sat, 21 Sep 2024CHF 82.6bCHF 45.4bCHF 4.3b21.3x19.3x1.8x
Mon, 19 Aug 2024CHF 94.8bCHF 45.6bCHF 4.3b22.3x21.9x2.1x
Wed, 17 Jul 2024CHF 98.9bCHF 46.3bCHF 4.4b17x22.4x2.1x
Fri, 14 Jun 2024CHF 106.0bCHF 46.6bCHF 4.7b16.4x22.5x2.3x
Sun, 12 May 2024CHF 98.5bCHF 46.8bCHF 5.0b16.6x19.8x2.1x
Tue, 09 Apr 2024CHF 99.0bCHF 46.9bCHF 5.0b17.3x19.8x2.1x
Thu, 07 Mar 2024CHF 101.5bCHF 42.2bCHF 4.8b14.5x21.2x2.4x
Sat, 03 Feb 2024CHF 94.3bCHF 43.6bCHF 4.8b18.6x19.8x2.2x
Mon, 01 Jan 2024CHF 88.3bCHF 43.5bCHF 4.8b19.8x18.3x2x
Wed, 29 Nov 2023CHF 81.6bCHF 44.2bCHF 5.0b20.1x16.4x1.8x
Fri, 27 Oct 2023CHF 79.2bCHF 43.4bCHF 4.9b19.2x16.3x1.8x
Sun, 24 Sep 2023CHF 88.1bCHF 43.7bCHF 4.9b18.4x17.8x2x
Tue, 22 Aug 2023CHF 92.4bCHF 43.4bCHF 4.8b20.3x19.1x2.1x
Thu, 20 Jul 2023CHF 103.7bCHF 41.5bCHF 4.9b21.2x21x2.5x
Sat, 17 Jun 2023CHF 109.8bCHF 41.4bCHF 4.8b22.3x22.8x2.7x
Mon, 15 May 2023CHF 112.7bCHF 42.5bCHF 3.6b27.3x31.2x2.7x
Wed, 12 Apr 2023CHF 104.9bCHF 42.7bCHF 3.7b21.2x28.5x2.5x
Fri, 10 Mar 2023CHF 109.5bCHF 41.4bCHF 3.7b22.4x29.3x2.6x
Sun, 05 Feb 2023CHF 106.8bCHF 41.4bCHF 3.7b23.9x28.5x2.6x
Tue, 03 Jan 2023CHF 89.3bCHF 41.2bCHF 3.7b23.2x24x2.2x
Thu, 01 Dec 2022CHF 91.0bCHF 40.9bCHF 3.7b22.8x24.6x2.2x
Sat, 29 Oct 2022CHF 75.9bCHF 40.6bCHF 3.2b21.3x23.4x1.9x
Mon, 26 Sep 2022CHF 74.7bCHF 39.8bCHF 3.2b20.9x23.7x1.9x
Price to Earnings Ratio

23.7x


Total Market Cap: CHF 74.7bTotal Earnings: CHF 3.2bTotal Revenue: CHF 39.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 23.7x202320242025
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 27.7x which is higher than its 3-year average PE of 23.7x.
  • 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 5.8% per year over the last three years.
  • Revenues for these companies have grown 3.7% 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 Market-1.52%
Consumer Discretionary0.37%
Specialty Stores2.59%
Auto Components2.25%
Hospitality1.36%
Consumer Durables0.92%
Luxury0.19%
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 28.7%, which is lower than the prior year's growth of 70.8% 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 Auto Components industry, expecting annual earnings growth of 29% over the next 5 years.
  • However this is lower than its past earnings growth rate of 71% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 10% 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 150.300.8%
+CHF 705.5m		27.3%PE25.2x
AVOL AvoltaCHF 46.321.9%
+CHF 127.7m		35.9%PE57x
AUTN Autoneum HoldingCHF 164.401.9%
+CHF 17.4m		39.8%PE17.7x
FTON Feintool International HoldingCHF 10.903.8%
+CHF 5.9m		-36.3%PS0.2x
LMN lastminute.comCHF 15.302.0%
+CHF 3.2m		-21.5%PE13x

Latest News

AVOL
CHF 46.32
Avolta
7D
1.9%
1Y
35.9%

Asia Pacific And Middle East Expansion Will Redefine Global Retail

Analysts have modestly raised Avolta’s price target to CHF49.77, reflecting increased confidence in its unique global positioning and long-term travel retail growth prospects, though concerns around valuation and macroeconomic headwinds remain. Analyst Commentary Bullish analysts cite Avolta's unique positioning as the only global hybrid player in the fragmented travel retail market.
CFR
CHF 150.30
Compagnie Financière Richemont
7D
0.8%
1Y
27.3%
UHR
CHF 149.00
Swatch Group
7D
-0.1%
1Y
-5.3%

Swatch Group (VTX:UHR) Has More To Do To Multiply In Value Going Forward

Sep 10
Swatch Group (VTX:UHR) Has More To Do To Multiply In Value Going Forward
AUTN
CHF 164.40
Autoneum Holding
7D
1.9%
1Y
39.8%

Here's Why Autoneum Holding (VTX:AUTN) Has Caught The Eye Of Investors

Aug 29
Here's Why Autoneum Holding (VTX:AUTN) Has Caught The Eye Of Investors
LMN
CHF 15.30
lastminute.com
7D
2.0%
1Y
-21.5%
FTON
CHF 10.90
Feintool International Holding
7D
3.8%
1Y
-36.3%
MOZN
CHF 10.58
mobilezone holding ag
7D
-4.9%
1Y
-19.8%
VZUG
CHF 42.80
V-ZUG Holding
7D
-0.2%
1Y
-21.6%
CALN
CHF 14.14
CALIDA Holding
7D
-1.9%
1Y
-47.9%