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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJun 19, 2026
DataAggregated Company Financials
Companies11
  • 7D6.4%
  • 3M38.0%
  • 1Y27.3%
  • YTD8.0%

Over the last 7 days, the Consumer Discretionary industry has risen 6.4%, driven by gains from Compagnie Financière Richemont of 6.6%. In the same time, mobilezone holding ag was down 5.2%. In the last 12 months, the industry was up 27%. 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, 19 Jun 2026CHF 129.1bCHF 46.1bCHF 3.5b21.9x37.3x2.8x
Sun, 17 May 2026CHF 110.3bCHF 45.5bCHF 3.8b22.1x29.3x2.4x
Tue, 14 Apr 2026CHF 109.0bCHF 45.6bCHF 3.8b22.7x28.7x2.4x
Thu, 12 Mar 2026CHF 101.7bCHF 45.2bCHF 3.6b23.3x28x2.3x
Sat, 07 Feb 2026CHF 110.2bCHF 44.6bCHF 3.7b22.1x30x2.5x
Mon, 05 Jan 2026CHF 118.7bCHF 44.9bCHF 3.8b18.5x31.4x2.6x
Wed, 03 Dec 2025CHF 118.4bCHF 45.1bCHF 3.8b17.6x31.2x2.6x
Fri, 31 Oct 2025CHF 111.4bCHF 44.4bCHF 3.7b18.3x29.9x2.5x
Sun, 28 Sep 2025CHF 103.8bCHF 44.5bCHF 3.7b18.9x27.8x2.3x
Tue, 26 Aug 2025CHF 95.6bCHF 44.5bCHF 3.8b21.1x25.5x2.1x
Thu, 24 Jul 2025CHF 99.6bCHF 44.3bCHF 3.7b20.2x26.7x2.2x
Sat, 21 Jun 2025CHF 101.8bCHF 44.9bCHF 3.9b22.2x26.1x2.3x
Mon, 19 May 2025CHF 113.7bCHF 45.4bCHF 3.9b27.7x29.3x2.5x
Wed, 16 Apr 2025CHF 94.3bCHF 44.3bCHF 3.5b22.5x27x2.1x
Fri, 14 Mar 2025CHF 112.5bCHF 44.6bCHF 3.6b23.7x31x2.5x
Sun, 09 Feb 2025CHF 120.0bCHF 44.5bCHF 3.5b23.2x33.9x2.7x
Tue, 07 Jan 2025CHF 97.7bCHF 45.1bCHF 3.9b21.1x25.2x2.2x
Thu, 05 Dec 2024CHF 91.4bCHF 44.9bCHF 3.8b19.8x23.9x2x
Sat, 02 Nov 2024CHF 91.2bCHF 45.3bCHF 4.3b21x21.3x2x
Mon, 30 Sep 2024CHF 96.4bCHF 45.2bCHF 4.3b22.1x22.7x2.1x
Wed, 28 Aug 2024CHF 96.0bCHF 45.3bCHF 4.3b22.7x22.5x2.1x
Fri, 26 Jul 2024CHF 94.6bCHF 45.9bCHF 4.4b17.6x21.7x2.1x
Sun, 23 Jun 2024CHF 100.1bCHF 46.5bCHF 4.7b15.5x21.3x2.2x
Tue, 21 May 2024CHF 104.0bCHF 47.1bCHF 4.9b16.4x21.4x2.2x
Thu, 18 Apr 2024CHF 95.6bCHF 46.7bCHF 4.9b16.6x19.3x2x
Sat, 16 Mar 2024CHF 104.8bCHF 46.5bCHF 4.9b15x21.5x2.3x
Mon, 12 Feb 2024CHF 96.9bCHF 41.9bCHF 4.8b17x20.3x2.3x
Wed, 10 Jan 2024CHF 85.9bCHF 43.5bCHF 4.8b19.1x17.7x2x
Fri, 08 Dec 2023CHF 86.0bCHF 43.8bCHF 4.9b19.7x17.5x2x
Sun, 05 Nov 2023CHF 84.8bCHF 43.7bCHF 4.9b20.1x17.2x1.9x
Tue, 03 Oct 2023CHF 84.8bCHF 43.7bCHF 4.9b18.7x17.2x1.9x
Thu, 31 Aug 2023CHF 94.4bCHF 43.6bCHF 4.9b19.6x19.3x2.2x
Sat, 29 Jul 2023CHF 105.0bCHF 41.4bCHF 4.9b21.2x21.4x2.5x
Mon, 26 Jun 2023CHF 106.6bCHF 41.4bCHF 4.8b21.5x22.2x2.6x
Price to Earnings Ratio

22.2x


Total Market Cap: CHF 106.6bTotal Earnings: CHF 4.8bTotal Revenue: CHF 41.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.6x202420252026
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 24.6x.
  • 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 Market1.96%
Consumer Discretionary6.39%
Specialty Stores7.67%
Luxury6.38%
Consumer Durables4.43%
Hospitality0.38%
Online Retail and Ecommerce0%0
Auto Components-0.83%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 61.6x.
    • Analysts are expecting annual earnings growth of 16.5%, 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 57.4x.
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 183.652.7%
+CHF 2.8b		24.1%PE33.8x
AVOL AvoltaCHF 51.402.0%
+CHF 136.6m		21.8%PE35.3x
UHR Swatch GroupCHF 210.700.7%
+CHF 72.8m		61.7%PE3651.9x
CALN CALIDA HoldingCHF 18.506.0%
+CHF 7.3m		15.0%PE18.3x
VZUG V-ZUG HoldingCHF 40.202.6%
+CHF 6.4m		-39.5%PE37.7x

Latest News

AVOL
CHF 51.40
Avolta
7D
2.0%
1Y
21.8%
Narrative Update • Jun 18

AVOL: Airport Contracts And Mixed Rating Views Will Shape Future Share Performance

Analysts have modestly lifted their price target on Avolta to CHF 59 from CHF 55, citing updated assumptions around discount rates and future P/E that support a slightly higher valuation framework for the stock. Analyst Commentary on Avolta Stock Recent research on Avolta reflects a mix of optimism around valuation support and caution on execution and growth risks.
CFR
CHF 183.65
Compagnie Financière Richemont
7D
2.7%
1Y
24.1%
LMN
CHF 12.90
lastminute.com
7D
1.6%
1Y
-17.3%
New Narrative • Jun 05

Full-Service Holidays And AI Adoption Will Transform This Travel Platform Over Time

Catalysts About lastminute.com lastminute.com is an online travel provider focused on package holidays, flights and hotels for European travelers. What are the underlying business or industry changes driving this perspective?
UHR
CHF 210.70
Swatch Group
7D
0.7%
1Y
61.7%
AUTN
CHF 116.80
Autoneum Holding
7D
-0.3%
1Y
-17.4%
CALN
CHF 18.50
CALIDA Holding
7D
6.0%
1Y
15.0%
VZUG
CHF 40.20
V-ZUG Holding
7D
2.6%
1Y
-39.5%
FTON
CHF 9.80
Feintool International Holding
7D
2.1%
1Y
-18.3%
MOZN
CHF 13.92
mobilezone holding ag
7D
-8.4%
1Y
25.6%
TIBN
CHF 48.90
Bergbahnen Engelberg-Trübsee-Titlis
7D
-3.4%
1Y
15.9%