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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies11
  • 7D-1.5%
  • 3M24.6%
  • 1Y22.0%
  • YTD6.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.5%, driven by a pullback from Compagnie Financière Richemont of 1.5%. This takes the industry's 12 month performance to a gain of 22%. 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, 02 Jul 2026CHF 127.2bCHF 46.0bCHF 3.5b22.1x36.8x2.8x
Sat, 30 May 2026CHF 119.7bCHF 45.8bCHF 3.4b21.9x35x2.6x
Mon, 27 Apr 2026CHF 106.5bCHF 45.6bCHF 3.8b22.7x28.1x2.3x
Wed, 25 Mar 2026CHF 98.7bCHF 45.5bCHF 3.8b22.7x26.2x2.2x
Fri, 20 Feb 2026CHF 112.5bCHF 44.5bCHF 3.7b21.8x30.8x2.5x
Sun, 18 Jan 2026CHF 112.4bCHF 45.0bCHF 3.8b21.4x29.7x2.5x
Tue, 16 Dec 2025CHF 115.9bCHF 45.1bCHF 3.8b18x30.4x2.6x
Thu, 13 Nov 2025CHF 114.0bCHF 44.3bCHF 3.7b17.6x30.8x2.6x
Sat, 11 Oct 2025CHF 105.3bCHF 44.4bCHF 3.7b19.9x28.3x2.4x
Mon, 08 Sep 2025CHF 101.0bCHF 44.5bCHF 3.7b20x27x2.3x
Wed, 06 Aug 2025CHF 92.7bCHF 44.5bCHF 3.7b22x24.7x2.1x
Fri, 04 Jul 2025CHF 103.9bCHF 44.7bCHF 3.9b22.7x26.8x2.3x
Sun, 01 Jun 2025CHF 107.0bCHF 45.3bCHF 3.9b25.9x27.6x2.4x
Tue, 29 Apr 2025CHF 101.9bCHF 44.5bCHF 3.5b27.3x28.8x2.3x
Thu, 27 Mar 2025CHF 111.7bCHF 44.8bCHF 3.6b25.1x31.2x2.5x
Sat, 22 Feb 2025CHF 123.4bCHF 44.4bCHF 3.5b23.6x34.8x2.8x
Mon, 20 Jan 2025CHF 112.7bCHF 45.1bCHF 3.9b21x29.1x2.5x
Wed, 18 Dec 2024CHF 96.8bCHF 45.1bCHF 3.9b20.4x25.1x2.1x
Fri, 15 Nov 2024CHF 86.7bCHF 45.1bCHF 3.9b19.4x22.5x1.9x
Sun, 13 Oct 2024CHF 94.3bCHF 45.2bCHF 4.3b21.7x22.1x2.1x
Tue, 10 Sep 2024CHF 85.8bCHF 45.2bCHF 4.2b21.5x20.2x1.9x
Thu, 08 Aug 2024CHF 90.8bCHF 46.3bCHF 4.3b20.6x21x2x
Sat, 06 Jul 2024CHF 100.4bCHF 46.8bCHF 4.8b15.9x21.1x2.1x
Mon, 03 Jun 2024CHF 103.4bCHF 47.0bCHF 4.8b17.6x21.6x2.2x
Wed, 01 May 2024CHF 93.4bCHF 46.9bCHF 5.0b16.2x18.7x2x
Fri, 29 Mar 2024CHF 100.4bCHF 46.7bCHF 4.9b15.7x20.4x2.1x
Sun, 25 Feb 2024CHF 99.4bCHF 42.1bCHF 4.8b14.8x20.6x2.4x
Tue, 23 Jan 2024CHF 88.2bCHF 43.9bCHF 4.9b17.8x18x2x
Thu, 21 Dec 2023CHF 90.3bCHF 43.8bCHF 4.9b20x18.4x2.1x
Sat, 18 Nov 2023CHF 84.6bCHF 44.3bCHF 5.0b19.8x17x1.9x
Mon, 16 Oct 2023CHF 80.2bCHF 43.4bCHF 4.9b20.4x16.5x1.8x
Wed, 13 Sep 2023CHF 88.5bCHF 43.5bCHF 4.9b18.9x18.1x2x
Fri, 11 Aug 2023CHF 100.8bCHF 44.4bCHF 4.9b20.5x20.6x2.3x
Sun, 09 Jul 2023CHF 106.1bCHF 41.4bCHF 4.8b21.1x22.1x2.6x
Price to Earnings Ratio

22.1x


Total Market Cap: CHF 106.1bTotal Earnings: CHF 4.8bTotal Revenue: CHF 41.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.8x202420252026
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 36.8x which is higher than its 3-year average PE of 24.8x.
  • 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 Market-0.011%
Consumer Discretionary-1.50%
Hospitality1.06%
Online Retail and Ecommerce0%0
Consumer Durables-0.12%
Specialty Stores-0.55%
Luxury-1.57%
Auto Components-2.46%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 61.4x.
    • Analysts are expecting annual earnings growth of 16.2%, 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 56.8x.
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
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 50.601.4%
+CHF 2.3m		19.3%PE22.1x
LMN lastminute.comCHF 12.951.6%
+CHF 2.1m		-22.9%PE12.8x
CALN CALIDA HoldingCHF 19.941.2%
+CHF 1.7m		31.2%PE19.7x

Latest News

LMN
CHF 12.95
lastminute.com
7D
1.6%
1Y
-22.9%
CALN
CHF 19.94
CALIDA Holding
7D
1.2%
1Y
31.2%
UHR
CHF 198.35
Swatch Group
7D
-2.2%
1Y
50.1%
AVOL
CHF 54.10
Avolta
7D
-0.3%
1Y
23.2%
AUTN
CHF 110.20
Autoneum Holding
7D
-2.1%
1Y
-21.7%
Narrative Update • Jun 26

None

Analysts have adjusted their price target for Autoneum Holding from CHF 159.75 to CHF 142.04, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News No recent company specific news for Autoneum Holding was identified in the provided sources.
FTON
CHF 9.24
Feintool International Holding
7D
-4.0%
1Y
-22.0%
Narrative Update • Jun 26

FTON: Higher Required Return Will Support Rebound In Future Earnings Multiple

Analysts have trimmed their price target for Feintool International Holding from CHF 14.00 to CHF 10.90, citing updated assumptions for fair value, discount rates, revenue growth, profit margins and future P/E levels. What's in the News for Feintool International Holding No recent news items, periodical reports or key developments were identified for Feintool International Holding in the provided sources.
CFR
CHF 182.70
Compagnie Financière Richemont
7D
-1.5%
1Y
20.6%
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...
KSBE
CHF 392.00
Kursaal Bern
7D
-1.5%
1Y
-7.8%
VZUG
CHF 40.20
V-ZUG Holding
7D
-0.1%
1Y
-38.2%
MOZN
CHF 13.50
mobilezone holding ag
7D
-3.8%
1Y
15.4%
TIBN
CHF 50.60
Bergbahnen Engelberg-Trübsee-Titlis
7D
1.4%
1Y
19.3%