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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedAug 28, 2026
DataAggregated Company Financials
Companies10
  • 7D3.5%
  • 3M9.3%
  • 1Y31.4%
  • YTD9.3%

The Consumer Discretionary industry is up 3.5% in the last week, with Compagnie Financière Richemont up 4.4%. This takes the industry's 12 month performance to a gain of 31%. Earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 28 Aug 2026CHF 129.9bCHF 45.4bCHF 3.5b30.6x36.6x2.9x
Sun, 26 Jul 2026CHF 131.0bCHF 46.3bCHF 3.5b21.4x37.5x2.8x
Tue, 23 Jun 2026CHF 127.2bCHF 46.1bCHF 3.5b21.8x36.7x2.8x
Thu, 21 May 2026CHF 111.7bCHF 45.5bCHF 3.8b22.8x29.7x2.5x
Sat, 18 Apr 2026CHF 113.6bCHF 45.6bCHF 3.8b22.6x30x2.5x
Mon, 16 Mar 2026CHF 98.9bCHF 45.2bCHF 3.7b23.1x26.6x2.2x
Wed, 11 Feb 2026CHF 113.3bCHF 44.5bCHF 3.7b22.4x31x2.5x
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
Price to Earnings Ratio

19.1x


Total Market Cap: CHF 93.4bTotal Earnings: CHF 4.9bTotal Revenue: CHF 43.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 25.6x202420252026
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 36.6x which is higher than its 3-year average PE of 25.6x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 10% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Market0.35%
Consumer Discretionary3.53%
Luxury3.98%
Auto Components1.28%
Hospitality1.14%
Consumer Durables0.85%
Online Retail and Ecommerce0%0
Specialty Stores-3.98%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 24.9x.
    • Analysts are expecting annual earnings growth of 17.6%, which is higher than its past year's earnings decline of 7.9% per year.
  • Investors are most pessimistic about the Auto Components industry, which is trading below its 3-year average of 54.0x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 61% over the next 5 years.
  • This is better than its past earnings decline of 34% per year.
  • In contrast, the Auto Components 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 194.554.7%
+CHF 5.2b		39.2%PE35.3x
AUTN Autoneum HoldingCHF 126.803.4%
+CHF 24.4m		-20.2%PE12x
FTON Feintool International HoldingCHF 12.0013.7%
+CHF 21.3m		9.6%PE1039.1x
MOZN mobilezone holding agCHF 13.182.0%
+CHF 11.2m		21.1%PS0.6x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 51.605.7%
+CHF 9.4m		19.7%PE31.3x

Latest News

FTON
CHF 12.00
Feintool International Holding
7D
13.7%
1Y
9.6%
MOZN
CHF 13.18
mobilezone holding ag
7D
2.0%
1Y
21.1%
TIBN
CHF 51.60
Bergbahnen Engelberg-Trübsee-Titlis
7D
5.7%
1Y
19.7%
LMN
CHF 12.00
lastminute.com
7D
-1.6%
1Y
-23.8%
AUTN
CHF 126.80
Autoneum Holding
7D
3.4%
1Y
-20.2%
Analysis Article • Aug 01

Autoneum Holding AG (VTX:AUTN) Just Released Its Interim Results And Analysts Are Updating Their Estimates

It's been a pretty great week for Autoneum Holding AG ( VTX:AUTN ) shareholders, with its shares surging 20% to CHF131...
CALN
CHF 14.08
CALIDA Holding
7D
-1.5%
1Y
-3.2%
Analysis Article • Aug 01

CALIDA Holding's (VTX:CALN) Solid Earnings Have Been Accounted For Conservatively

The stock was sluggish on the back of CALIDA Holding AG's ( VTX:CALN ) recent earnings report. Our analysis suggests...
AVOL
CHF 46.20
Avolta
7D
-1.7%
1Y
0.5%
VZUG
CHF 42.00
V-ZUG Holding
7D
1.7%
1Y
-7.7%
Analysis Article • Jul 30

Investors Can Find Comfort In V-ZUG Holding's (VTX:VZUG) Earnings Quality

Soft earnings didn't appear to concern V-ZUG Holding AG's ( VTX:VZUG ) shareholders over the last week. We did some...
UHR
CHF 187.10
Swatch Group
7D
-1.1%
1Y
29.4%
Analysis Article • Jul 29

Swatch Group's (VTX:UHR) Weak Earnings May Only Reveal A Part Of The Whole Picture

Investors were disappointed by The Swatch Group AG's ( VTX:UHR ) latest earnings release. We did some further digging...
CFR
CHF 194.55
Compagnie Financière Richemont
7D
4.7%
1Y
39.2%
KSBE
CHF 398.75
Kursaal Bern
7D
1.2%
1Y
0.9%