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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedNov 06, 2025
DataAggregated Company Financials
Companies10
  • 7D-2.3%
  • 3M18.1%
  • 1Y22.8%
  • YTD16.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.3%, driven by Compagnie Financière Richemont declining 2.6%. This takes the industry's 12 month performance to a gain of 23%. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 07 Nov 2025CHF 109.6bCHF 44.5bCHF 3.7b17.7x29.4x2.5x
Sun, 05 Oct 2025CHF 107.5bCHF 44.5bCHF 3.7b20.2x28.7x2.4x
Tue, 02 Sep 2025CHF 97.5bCHF 44.6bCHF 3.8b20.8x26x2.2x
Thu, 31 Jul 2025CHF 96.1bCHF 44.2bCHF 3.7b23x25.9x2.2x
Sat, 28 Jun 2025CHF 102.9bCHF 44.8bCHF 3.9b22.3x26.5x2.3x
Mon, 26 May 2025CHF 107.9bCHF 45.3bCHF 3.9b26.2x27.9x2.4x
Wed, 23 Apr 2025CHF 97.3bCHF 44.5bCHF 3.5b26.1x27.6x2.2x
Fri, 21 Mar 2025CHF 110.7bCHF 44.9bCHF 3.6b24.7x30.8x2.5x
Sun, 16 Feb 2025CHF 125.1bCHF 44.5bCHF 3.6b23.8x35.2x2.8x
Tue, 14 Jan 2025CHF 96.9bCHF 45.1bCHF 3.9b20.6x25.1x2.1x
Thu, 12 Dec 2024CHF 94.9bCHF 44.9bCHF 3.8b20.3x24.8x2.1x
Sat, 09 Nov 2024CHF 86.0bCHF 45.2bCHF 4.3b20x20.1x1.9x
Mon, 07 Oct 2024CHF 94.2bCHF 45.3bCHF 4.3b21.5x22.1x2.1x
Wed, 04 Sep 2024CHF 94.4bCHF 45.2bCHF 4.3b22.2x22.2x2.1x
Fri, 02 Aug 2024CHF 96.3bCHF 46.4bCHF 4.3b21.9x22.2x2.1x
Sun, 30 Jun 2024CHF 100.4bCHF 46.6bCHF 4.7b15.6x21.2x2.2x
Tue, 28 May 2024CHF 103.1bCHF 47.2bCHF 4.8b18.1x21.3x2.2x
Thu, 25 Apr 2024CHF 94.1bCHF 46.8bCHF 5.0b16.6x18.9x2x
Sat, 23 Mar 2024CHF 97.4bCHF 46.6bCHF 4.9b15.1x19.8x2.1x
Mon, 19 Feb 2024CHF 99.3bCHF 42.0bCHF 4.8b17x20.7x2.4x
Wed, 17 Jan 2024CHF 82.5bCHF 43.7bCHF 4.9b18.6x17x1.9x
Fri, 15 Dec 2023CHF 93.7bCHF 43.9bCHF 4.9b20.2x19x2.1x
Sun, 12 Nov 2023CHF 80.4bCHF 44.3bCHF 5.0b19.8x16.2x1.8x
Tue, 10 Oct 2023CHF 82.5bCHF 43.5bCHF 4.9b17.9x16.8x1.9x
Thu, 07 Sep 2023CHF 88.7bCHF 43.5bCHF 4.9b19.3x18.1x2x
Sat, 05 Aug 2023CHF 101.7bCHF 41.5bCHF 4.9b20.8x20.7x2.5x
Mon, 03 Jul 2023CHF 110.2bCHF 41.4bCHF 4.8b22.2x22.9x2.7x
Wed, 31 May 2023CHF 110.7bCHF 41.3bCHF 4.8b22.8x23.2x2.7x
Fri, 28 Apr 2023CHF 109.8bCHF 42.7bCHF 3.7b19.8x29.8x2.6x
Sun, 26 Mar 2023CHF 103.7bCHF 42.7bCHF 3.7b21.5x28.2x2.4x
Tue, 21 Feb 2023CHF 107.9bCHF 41.1bCHF 3.7b24.5x29.1x2.6x
Thu, 19 Jan 2023CHF 102.2bCHF 41.2bCHF 3.7b23.4x27.5x2.5x
Sat, 17 Dec 2022CHF 87.8bCHF 41.2bCHF 3.7b22.9x23.6x2.1x
Mon, 14 Nov 2022CHF 88.3bCHF 39.0bCHF 3.1b24.6x28.7x2.3x
Price to Earnings Ratio

28.7x


Total Market Cap: CHF 88.3bTotal Earnings: CHF 3.1bTotal Revenue: CHF 39.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 23.9x202320242025
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 29.4x which is higher than its 3-year average PE of 23.9x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 6.7% per year over the last three years.
  • Revenues for these companies have grown 4.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

CH Market0.051%
Consumer Discretionary-2.28%
Specialty Stores1.63%
Hospitality0.96%
Online Retail and Ecommerce0%0
Luxury-2.49%
Consumer Durables-3.04%
Auto Components-4.72%
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 26.5%, 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 Luxury industry is expected to see its earnings grow by 9.9% 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
AVOL AvoltaCHF 42.460.1%
+CHF 8.7m		21.3%PE52.2x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 49.004.7%
+CHF 7.4m		23.7%PE10.9x
LMN lastminute.comCHF 14.002.9%
+CHF 4.3m		-17.2%PE11.9x

Latest News

AVOL
CHF 42.46
Avolta
7D
0.1%
1Y
21.3%
AUTN
CHF 150.60
Autoneum Holding
7D
-5.5%
1Y
40.2%
VZUG
CHF 40.70
V-ZUG Holding
7D
-5.3%
1Y
-22.3%
MOZN
CHF 12.02
mobilezone holding ag
7D
-0.7%
1Y
-13.2%
UHR
CHF 160.75
Swatch Group
7D
-7.7%
1Y
-8.4%

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
CFR
CHF 156.45
Compagnie Financière Richemont
7D
-2.6%
1Y
22.5%
TIBN
CHF 49.00
Bergbahnen Engelberg-Trübsee-Titlis
7D
4.7%
1Y
23.7%
LMN
CHF 14.00
lastminute.com
7D
2.9%
1Y
-17.2%
CALN
CHF 13.22
CALIDA Holding
7D
-4.1%
1Y
-47.4%
KSBE
CHF 365.00
Kursaal Bern
7D
-1.4%
1Y
2.2%