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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedMar 29, 2026
DataAggregated Company Financials
Companies11
  • 7D5.4%
  • 3M-16.3%
  • 1Y-9.5%
  • YTD-17.5%

Over the last 7 days, the Consumer Discretionary industry has risen 5.4%, driven by gains from Compagnie Financière Richemont of 5.9%. However, the industry is down 9.5% over the past year. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 29 Mar 2026CHF 98.8bCHF 45.6bCHF 3.8b22.1x26.1x2.2x
Tue, 24 Feb 2026CHF 115.5bCHF 44.5bCHF 3.7b21.4x31.6x2.6x
Thu, 22 Jan 2026CHF 109.8bCHF 44.9bCHF 3.8b21.3x29.1x2.4x
Sat, 20 Dec 2025CHF 116.4bCHF 45.0bCHF 3.8b18.6x30.7x2.6x
Mon, 17 Nov 2025CHF 117.7bCHF 44.8bCHF 3.8b17.4x31.3x2.6x
Wed, 15 Oct 2025CHF 104.9bCHF 44.5bCHF 3.7b18.7x28.1x2.4x
Fri, 12 Sep 2025CHF 103.9bCHF 44.5bCHF 3.7b19.3x27.8x2.3x
Sun, 10 Aug 2025CHF 93.3bCHF 44.7bCHF 3.8b21.9x24.7x2.1x
Tue, 08 Jul 2025CHF 103.7bCHF 44.7bCHF 3.9b22.5x26.7x2.3x
Thu, 05 Jun 2025CHF 106.8bCHF 45.3bCHF 3.9b25.8x27.5x2.4x
Sat, 03 May 2025CHF 101.7bCHF 44.5bCHF 3.5b27.3x28.8x2.3x
Mon, 31 Mar 2025CHF 109.4bCHF 44.8bCHF 3.6b24.4x30.5x2.4x
Wed, 26 Feb 2025CHF 123.0bCHF 44.3bCHF 3.6b24.8x34.3x2.8x
Fri, 24 Jan 2025CHF 116.8bCHF 45.2bCHF 3.9b21x30.1x2.6x
Sun, 22 Dec 2024CHF 95.3bCHF 45.0bCHF 3.8b20.6x24.8x2.1x
Tue, 19 Nov 2024CHF 87.1bCHF 45.0bCHF 3.8b18.8x22.7x1.9x
Thu, 17 Oct 2024CHF 90.8bCHF 45.2bCHF 4.3b21.5x21.3x2x
Sat, 14 Sep 2024CHF 86.2bCHF 45.2bCHF 4.3b21.7x20.3x1.9x
Mon, 12 Aug 2024CHF 91.6bCHF 46.4bCHF 4.3b20.7x21.1x2x
Wed, 10 Jul 2024CHF 99.1bCHF 46.8bCHF 4.8b16x20.8x2.1x
Fri, 07 Jun 2024CHF 106.3bCHF 46.8bCHF 4.8b16.9x22.4x2.3x
Sun, 05 May 2024CHF 95.9bCHF 46.7bCHF 5.0b16.2x19.3x2.1x
Tue, 02 Apr 2024CHF 100.4bCHF 46.7bCHF 4.9b15.7x20.4x2.1x
Thu, 29 Feb 2024CHF 99.9bCHF 42.0bCHF 4.8b14.7x21x2.4x
Sat, 27 Jan 2024CHF 94.3bCHF 43.7bCHF 4.8b18.8x19.8x2.2x
Mon, 25 Dec 2023CHF 88.2bCHF 43.8bCHF 4.9b19.7x18x2x
Wed, 22 Nov 2023CHF 84.8bCHF 44.2bCHF 5.0b19.8x17x1.9x
Fri, 20 Oct 2023CHF 80.3bCHF 43.4bCHF 4.9b19.7x16.5x1.9x
Sun, 17 Sep 2023CHF 91.4bCHF 43.5bCHF 4.9b18.7x18.7x2.1x
Tue, 15 Aug 2023CHF 97.8bCHF 44.3bCHF 4.9b20.2x20x2.2x
Thu, 13 Jul 2023CHF 111.0bCHF 41.2bCHF 4.8b22.1x23.3x2.7x
Sat, 10 Jun 2023CHF 104.9bCHF 41.3bCHF 4.8b21.6x21.9x2.5x
Mon, 08 May 2023CHF 108.9bCHF 42.6bCHF 3.7b20x29.7x2.6x
Wed, 05 Apr 2023CHF 107.0bCHF 42.8bCHF 3.7b21.7x29x2.5x
Price to Earnings Ratio

29x


Total Market Cap: CHF 107.0bTotal Earnings: CHF 3.7bTotal Revenue: CHF 42.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the Swiss Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 24.3x.
  • 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 2.1% 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 Market1.66%
Consumer Discretionary5.39%
Specialty Stores5.76%
Luxury5.43%
Auto Components3.73%
Consumer Durables1.92%
Online Retail and Ecommerce0%0
Hospitality-5.67%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 62.8x.
    • Analysts are expecting annual earnings growth of 12.1%, 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 61.5x.
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 11% 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 138.055.9%
+CHF 4.5b		-12.8%PE23x
AVOL AvoltaCHF 47.186.6%
+CHF 413.2m		20.3%PE33.5x
UHR Swatch GroupCHF 170.601.6%
+CHF 137.8m		9.0%PE2956.8x
AUTN Autoneum HoldingCHF 113.404.0%
+CHF 25.5m		-4.7%PE11x
VZUG V-ZUG HoldingCHF 37.201.9%
+CHF 4.5m		-44.1%PE34.9x

Latest News

CALN
CHF 12.78
CALIDA Holding
7D
5.1%
1Y
-29.4%
CFR
CHF 138.05
Compagnie Financière Richemont
7D
5.9%
1Y
-12.8%
VZUG
CHF 37.20
V-ZUG Holding
7D
1.9%
1Y
-44.1%
AUTN
CHF 113.40
Autoneum Holding
7D
4.0%
1Y
-4.7%

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UHR
CHF 170.60
Swatch Group
7D
1.6%
1Y
9.0%
AVOL
CHF 47.18
Avolta
7D
6.6%
1Y
20.3%

AVOL: Expanded Airport Footprint And Buyback Program Will Shape Future Earnings Power

The analyst price target for Avolta has been raised from about CHF 51.70 to around CHF 53.70. This reflects updated assumptions on revenue growth, profit margins and future P/E in line with recent Street research price target increases from CHF 52 to CHF 55 and from CHF 45 to CHF 65.
MOZN
CHF 14.98
mobilezone holding ag
7D
-2.2%
1Y
15.8%
FTON
CHF 9.10
Feintool International Holding
7D
2.2%
1Y
-22.2%
TIBN
CHF 50.60
Bergbahnen Engelberg-Trübsee-Titlis
7D
-4.9%
1Y
21.3%
LMN
CHF 11.10
lastminute.com
7D
-9.0%
1Y
-22.9%

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

Jan 09
lastminute.com (VTX:LMN) Has A Somewhat Strained Balance Sheet
KSBE
CHF 378.00
Kursaal Bern
7D
0.8%
1Y
5.1%