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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies10
  • 7D1.4%
  • 3M14.2%
  • 1Y23.7%
  • YTD0.8%

In the last week, the Consumer Discretionary industry is up 1.4%, with Compagnie Financière Richemont up 1.2%. Meanwhile, Feintool International Holding actually underperformed within the industry, shrinking 5.7% in the last week. In the last 12 months, the industry was up 24%. 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, 09 Jan 2026CHF 120.3bCHF 45.0bCHF 3.8b18.8x31.7x2.7x
Sun, 07 Dec 2025CHF 119.3bCHF 45.1bCHF 3.8b17.7x31.3x2.6x
Tue, 04 Nov 2025CHF 111.8bCHF 44.5bCHF 3.7b18x30x2.5x
Thu, 02 Oct 2025CHF 104.9bCHF 44.5bCHF 3.7b19.8x28x2.4x
Sat, 30 Aug 2025CHF 98.2bCHF 44.5bCHF 3.7b20.5x26.2x2.2x
Mon, 28 Jul 2025CHF 98.3bCHF 44.3bCHF 3.7b23.3x26.4x2.2x
Wed, 25 Jun 2025CHF 102.9bCHF 44.7bCHF 3.9b22.3x26.5x2.3x
Fri, 23 May 2025CHF 110.6bCHF 45.4bCHF 3.9b26.8x28.5x2.4x
Sun, 20 Apr 2025CHF 94.9bCHF 44.4bCHF 3.5b25.6x27x2.1x
Tue, 18 Mar 2025CHF 113.2bCHF 45.0bCHF 3.6b24.3x31.3x2.5x
Thu, 13 Feb 2025CHF 123.6bCHF 44.7bCHF 3.6b23.2x34.6x2.8x
Sat, 11 Jan 2025CHF 97.1bCHF 45.1bCHF 3.9b21x25.1x2.2x
Mon, 09 Dec 2024CHF 93.2bCHF 44.9bCHF 3.8b19.9x24.4x2.1x
Wed, 06 Nov 2024CHF 89.4bCHF 45.3bCHF 4.3b20.1x20.9x2x
Fri, 04 Oct 2024CHF 93.9bCHF 45.3bCHF 4.3b21.4x22x2.1x
Sun, 01 Sep 2024CHF 95.3bCHF 45.2bCHF 4.3b22.4x22.4x2.1x
Tue, 30 Jul 2024CHF 96.1bCHF 46.1bCHF 4.3b21.5x22.1x2.1x
Thu, 27 Jun 2024CHF 101.9bCHF 46.5bCHF 4.7b15.4x21.6x2.2x
Sat, 25 May 2024CHF 102.3bCHF 47.2bCHF 4.8b18.3x21.1x2.2x
Mon, 22 Apr 2024CHF 92.9bCHF 46.6bCHF 4.9b16.6x18.8x2x
Wed, 20 Mar 2024CHF 100.8bCHF 46.5bCHF 4.9b15.2x20.6x2.2x
Fri, 16 Feb 2024CHF 98.7bCHF 42.0bCHF 4.8b17.4x20.6x2.4x
Sun, 14 Jan 2024CHF 84.0bCHF 43.6bCHF 4.9b18.6x17.3x1.9x
Tue, 12 Dec 2023CHF 89.2bCHF 43.8bCHF 4.9b19.8x18.2x2x
Thu, 09 Nov 2023CHF 84.2bCHF 43.7bCHF 4.9b19.8x17.1x1.9x
Sat, 07 Oct 2023CHF 84.6bCHF 43.6bCHF 4.9b17.9x17.2x1.9x
Mon, 04 Sep 2023CHF 93.4bCHF 43.5bCHF 4.9b19.4x19.1x2.1x
Wed, 02 Aug 2023CHF 105.4bCHF 41.5bCHF 4.9b21.2x21.4x2.5x
Fri, 30 Jun 2023CHF 109.2bCHF 41.4bCHF 4.8b22.1x22.7x2.6x
Sun, 28 May 2023CHF 110.0bCHF 41.3bCHF 4.8b22.8x23x2.7x
Tue, 25 Apr 2023CHF 111.2bCHF 42.5bCHF 3.7b20.5x30.4x2.6x
Thu, 23 Mar 2023CHF 105.4bCHF 42.8bCHF 3.7b22x28.5x2.5x
Sat, 18 Feb 2023CHF 108.3bCHF 41.1bCHF 3.7b24.5x29.1x2.6x
Mon, 16 Jan 2023CHF 102.0bCHF 41.5bCHF 3.8b24.2x27.2x2.5x
Price to Earnings Ratio

27.2x


Total Market Cap: CHF 102.0bTotal Earnings: CHF 3.8bTotal Revenue: CHF 41.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.3x202420252026
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 31.7x which is higher than its 3-year average PE of 24.3x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 2.8% 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 and as a result, profits have held steady.

Industry Trends

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

CH Market1.23%
Consumer Discretionary1.36%
Hospitality7.96%
Luxury1.38%
Consumer Durables1.18%
Auto Components0.89%
Specialty Stores0.76%
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 26.1%, 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 26% over the next 5 years.
  • However this is lower than its past earnings growth rate of 71% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 4.0% 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 174.151.2%
+CHF 1.2b		24.8%PE28.7x
UHR Swatch GroupCHF 173.803.3%
+CHF 287.3m		10.3%PE150x
AVOL AvoltaCHF 47.500.8%
+CHF 52.2m		31.4%PE58.4x
AUTN Autoneum HoldingCHF 171.002.0%
+CHF 19.7m		41.1%PE18.4x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 60.409.0%
+CHF 16.8m		52.5%PE13.5x

Latest News

LMN
CHF 14.35
lastminute.com
7D
10.4%
1Y
-12.9%

lastminute.com (VTX:LMN) Has A Somewhat Strained Balance Sheet

Jan 09
lastminute.com (VTX:LMN) Has A Somewhat Strained Balance Sheet
TIBN
CHF 60.40
Bergbahnen Engelberg-Trübsee-Titlis
7D
9.0%
1Y
52.5%

One Analyst's Revenue Estimates For Bergbahnen Engelberg-Trübsee-Titlis AG (VTX:TIBN) Are Surging Higher

Jan 09
One Analyst's Revenue Estimates For Bergbahnen Engelberg-Trübsee-Titlis AG (VTX:TIBN) Are Surging Higher
AVOL
CHF 47.50
Avolta
7D
0.8%
1Y
31.4%
FTON
CHF 10.70
Feintool International Holding
7D
-5.7%
1Y
-21.6%

A Piece Of The Puzzle Missing From Feintool International Holding AG's (VTX:FTON) Share Price

Dec 12
A Piece Of The Puzzle Missing From Feintool International Holding AG's (VTX:FTON) Share Price
AUTN
CHF 171.00
Autoneum Holding
7D
2.0%
1Y
41.1%
CFR
CHF 174.15
Compagnie Financière Richemont
7D
1.2%
1Y
24.8%
VZUG
CHF 42.70
V-ZUG Holding
7D
1.2%
1Y
-16.3%
MOZN
CHF 13.64
mobilezone holding ag
7D
2.7%
1Y
28.9%
UHR
CHF 173.80
Swatch Group
7D
3.3%
1Y
10.3%

What The Swatch Group AG's (VTX:UHR) P/S Is Not Telling You

Oct 28
What The Swatch Group AG's (VTX:UHR) P/S Is Not Telling You
CALN
CHF 11.70
CALIDA Holding
7D
-1.7%
1Y
-47.5%
KSBE
CHF 362.00
Kursaal Bern
7D
-3.5%
1Y
-2.1%