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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedDec 14, 2025
DataAggregated Company Financials
Companies10
  • 7D-3.7%
  • 3M8.3%
  • 1Y19.9%
  • YTD22.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.7%, driven by Compagnie Financière Richemont declining 4.1%. Meanwhile, Autoneum Holding actually outperformed within the industry, gaining 6.1% in the last week. This takes the industry's 12 month performance to a gain of 20%. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Dec 2025CHF 114.9bCHF 45.1bCHF 3.8b18.1x30.2x2.5x
Tue, 11 Nov 2025CHF 109.6bCHF 44.5bCHF 3.7b17.5x29.4x2.5x
Thu, 09 Oct 2025CHF 110.3bCHF 44.4bCHF 3.7b21.1x29.5x2.5x
Sat, 06 Sep 2025CHF 101.0bCHF 44.5bCHF 3.7b20x27x2.3x
Mon, 04 Aug 2025CHF 94.0bCHF 44.5bCHF 3.7b22.4x25.1x2.1x
Wed, 02 Jul 2025CHF 102.8bCHF 44.7bCHF 3.9b22.2x26.5x2.3x
Fri, 30 May 2025CHF 107.6bCHF 45.4bCHF 3.9b26x27.7x2.4x
Sun, 27 Apr 2025CHF 101.3bCHF 44.6bCHF 3.6b27.1x28.5x2.3x
Tue, 25 Mar 2025CHF 111.8bCHF 44.8bCHF 3.6b25x31.2x2.5x
Thu, 20 Feb 2025CHF 123.4bCHF 44.5bCHF 3.6b23.7x34.7x2.8x
Sat, 18 Jan 2025CHF 112.7bCHF 45.2bCHF 3.9b21x29.1x2.5x
Mon, 16 Dec 2024CHF 96.5bCHF 45.1bCHF 3.9b20.4x25x2.1x
Wed, 13 Nov 2024CHF 83.8bCHF 45.1bCHF 3.9b19.6x21.7x1.9x
Fri, 11 Oct 2024CHF 94.3bCHF 45.2bCHF 4.3b21.9x22.2x2.1x
Sun, 08 Sep 2024CHF 86.0bCHF 45.1bCHF 4.2b21.2x20.3x1.9x
Tue, 06 Aug 2024CHF 89.8bCHF 46.2bCHF 4.3b20.5x20.9x1.9x
Thu, 04 Jul 2024CHF 101.1bCHF 46.8bCHF 4.8b15.9x21.2x2.2x
Sat, 01 Jun 2024CHF 103.4bCHF 47.0bCHF 4.8b17.6x21.6x2.2x
Mon, 29 Apr 2024CHF 94.6bCHF 46.8bCHF 5.0b16.3x19x2x
Wed, 27 Mar 2024CHF 98.1bCHF 46.8bCHF 4.9b15.5x19.8x2.1x
Fri, 23 Feb 2024CHF 98.4bCHF 42.1bCHF 4.8b17.5x20.4x2.3x
Sun, 21 Jan 2024CHF 87.3bCHF 43.8bCHF 4.9b19.4x17.8x2x
Tue, 19 Dec 2023CHF 92.1bCHF 43.9bCHF 4.9b20x18.7x2.1x
Thu, 16 Nov 2023CHF 84.3bCHF 44.2bCHF 5.0b19.8x17x1.9x
Sat, 14 Oct 2023CHF 80.2bCHF 43.4bCHF 4.9b20.4x16.5x1.8x
Mon, 11 Sep 2023CHF 88.7bCHF 43.5bCHF 4.9b19x18.1x2x
Wed, 09 Aug 2023CHF 98.7bCHF 44.4bCHF 4.9b20.3x20.1x2.2x
Fri, 07 Jul 2023CHF 106.2bCHF 41.4bCHF 4.8b21.2x22.1x2.6x
Sun, 04 Jun 2023CHF 107.2bCHF 41.3bCHF 4.8b22.2x22.4x2.6x
Tue, 02 May 2023CHF 108.5bCHF 42.6bCHF 3.7b19.7x29.5x2.5x
Thu, 30 Mar 2023CHF 106.5bCHF 42.8bCHF 3.7b21.7x28.8x2.5x
Sat, 25 Feb 2023CHF 105.8bCHF 41.2bCHF 3.7b23.9x28.4x2.6x
Mon, 23 Jan 2023CHF 101.0bCHF 41.4bCHF 3.7b23.4x27x2.4x
Wed, 21 Dec 2022CHF 86.8bCHF 41.0bCHF 3.7b22.7x23.4x2.1x
Price to Earnings Ratio

23.4x


Total Market Cap: CHF 86.8bTotal Earnings: CHF 3.7bTotal Revenue: CHF 41.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.1x202320242025
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 30.2x which is higher than its 3-year average PE of 24.1x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.5x.
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 3.1% 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 Market-0.18%
Consumer Discretionary-3.69%
Auto Components6.16%
Hospitality4.16%
Online Retail and Ecommerce0%0
Consumer Durables-1.48%
Specialty Stores-2.73%
Luxury-3.87%
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 27.2%, 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 Specialty Stores industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings decline of 6.8% 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
AUTN Autoneum HoldingCHF 168.206.1%
+CHF 55.6m		47.8%PE18.1x
FTON Feintool International HoldingCHF 10.156.8%
+CHF 9.6m		-29.8%PS0.2x
MOZN mobilezone holding agCHF 12.341.8%
+CHF 9.5m		3.0%PE34.2x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 52.604.4%
+CHF 7.4m		40.6%PE11.8x
LMN lastminute.comCHF 12.605.4%
+CHF 6.9m		-22.8%PE14.9x

Latest News

LMN
CHF 12.60
lastminute.com
7D
5.4%
1Y
-22.8%
FTON
CHF 10.15
Feintool International Holding
7D
6.8%
1Y
-29.8%

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 168.20
Autoneum Holding
7D
6.1%
1Y
47.8%
CFR
CHF 166.35
Compagnie Financière Richemont
7D
-4.1%
1Y
22.0%
AVOL
CHF 46.30
Avolta
7D
-2.7%
1Y
24.3%
VZUG
CHF 40.00
V-ZUG Holding
7D
-1.5%
1Y
-19.7%
MOZN
CHF 12.34
mobilezone holding ag
7D
1.8%
1Y
3.0%
UHR
CHF 164.15
Swatch Group
7D
-1.3%
1Y
-0.3%

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
TIBN
CHF 52.60
Bergbahnen Engelberg-Trübsee-Titlis
7D
4.4%
1Y
40.6%
KSBE
CHF 363.00
Kursaal Bern
7D
-0.3%
1Y
5.1%