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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies10
  • 7D1.2%
  • 3M18.3%
  • 1Y35.3%
  • YTD20.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.2%, driven by Swatch Group declining 5.4%. Over the past 12 months, the industry was up 32%. 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
Fri, 21 Nov 2025CHF 111.6bCHF 44.9bCHF 3.8b17.4x29.5x2.5x
Sun, 19 Oct 2025CHF 110.8bCHF 44.4bCHF 3.7b18.9x29.9x2.5x
Tue, 16 Sep 2025CHF 106.1bCHF 44.5bCHF 3.7b20.2x28.3x2.4x
Thu, 14 Aug 2025CHF 93.1bCHF 44.7bCHF 3.8b21.5x24.7x2.1x
Sat, 12 Jul 2025CHF 104.8bCHF 44.7bCHF 3.9b22.6x27.1x2.3x
Mon, 09 Jun 2025CHF 104.6bCHF 44.8bCHF 3.9b23.7x26.9x2.3x
Wed, 07 May 2025CHF 101.7bCHF 44.5bCHF 3.5b27.2x28.8x2.3x
Fri, 04 Apr 2025CHF 99.8bCHF 44.7bCHF 3.6b22.8x28x2.2x
Sun, 02 Mar 2025CHF 125.3bCHF 44.2bCHF 3.5b29.1x35.5x2.8x
Tue, 28 Jan 2025CHF 118.0bCHF 45.2bCHF 3.9b21.2x30.3x2.6x
Thu, 26 Dec 2024CHF 96.1bCHF 45.1bCHF 3.9b20.6x24.9x2.1x
Sat, 23 Nov 2024CHF 85.2bCHF 44.9bCHF 3.8b18.9x22.3x1.9x
Mon, 21 Oct 2024CHF 91.4bCHF 45.2bCHF 4.3b21.3x21.4x2x
Wed, 18 Sep 2024CHF 85.9bCHF 45.3bCHF 4.3b21.7x20.2x1.9x
Fri, 16 Aug 2024CHF 95.8bCHF 46.6bCHF 4.4b21.5x21.9x2.1x
Sun, 14 Jul 2024CHF 102.6bCHF 46.9bCHF 4.8b16.2x21.5x2.2x
Tue, 11 Jun 2024CHF 106.8bCHF 46.7bCHF 4.7b16.4x22.5x2.3x
Thu, 09 May 2024CHF 96.8bCHF 46.8bCHF 5.0b16.6x19.5x2.1x
Sat, 06 Apr 2024CHF 98.2bCHF 46.8bCHF 5.0b17.4x19.8x2.1x
Mon, 04 Mar 2024CHF 102.6bCHF 42.1bCHF 4.8b14.6x21.5x2.4x
Wed, 31 Jan 2024CHF 95.7bCHF 43.6bCHF 4.8b18.9x20.1x2.2x
Fri, 29 Dec 2023CHF 87.9bCHF 43.5bCHF 4.8b19.8x18.2x2x
Sun, 26 Nov 2023CHF 84.1bCHF 44.2bCHF 5.0b19.9x16.9x1.9x
Tue, 24 Oct 2023CHF 79.9bCHF 43.5bCHF 4.9b19.3x16.4x1.8x
Thu, 21 Sep 2023CHF 87.3bCHF 43.6bCHF 4.9b18.7x17.8x2x
Sat, 19 Aug 2023CHF 93.0bCHF 44.4bCHF 4.9b19.9x19x2.1x
Mon, 17 Jul 2023CHF 113.2bCHF 41.6bCHF 5.0b22.3x22.9x2.7x
Wed, 14 Jun 2023CHF 108.6bCHF 41.4bCHF 4.8b21.8x22.6x2.6x
Fri, 12 May 2023CHF 109.8bCHF 42.5bCHF 3.7b20.9x30.1x2.6x
Sun, 09 Apr 2023CHF 103.6bCHF 42.7bCHF 3.7b20.6x28.1x2.4x
Tue, 07 Mar 2023CHF 111.5bCHF 41.5bCHF 3.7b23.2x29.8x2.7x
Thu, 02 Feb 2023CHF 104.9bCHF 41.3bCHF 3.7b23.3x28x2.5x
Sat, 31 Dec 2022CHF 90.4bCHF 41.2bCHF 3.7b23.2x24.3x2.2x
Mon, 28 Nov 2022CHF 85.4bCHF 41.0bCHF 3.7b22.8x23x2.1x
Price to Earnings Ratio

23x


Total Market Cap: CHF 85.4bTotal Earnings: CHF 3.7bTotal Revenue: CHF 41.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24x202320242025
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 29.5x which is higher than its 3-year average PE of 24.0x.
  • 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-1.48%
Consumer Discretionary1.15%
Luxury1.55%
Consumer Durables0%0
Online Retail and Ecommerce0%0
Hospitality-1.89%
Auto Components-3.80%
Specialty Stores-4.22%
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 27.3%, 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 Hospitality industry, expecting annual earnings growth of 36% over the next 5 years.
  • This is better than its past earnings decline of 4.3% 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 165.102.2%
+CHF 2.1b		40.3%PE27.3x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 49.000.4%
+CHF 672.0k		28.3%PE10.9x

Latest News

AUTN
CHF 145.20
Autoneum Holding
7D
-4.1%
1Y
43.2%
CFR
CHF 165.10
Compagnie Financière Richemont
7D
2.2%
1Y
40.3%
LMN
CHF 13.25
lastminute.com
7D
-5.7%
1Y
-20.8%

Some May Be Optimistic About lastminute.com's (VTX:LMN) Earnings

Nov 14
Some May Be Optimistic About lastminute.com's (VTX:LMN) Earnings
AVOL
CHF 42.66
Avolta
7D
-4.2%
1Y
27.3%
MOZN
CHF 11.82
mobilezone holding ag
7D
-3.4%
1Y
-15.3%
UHR
CHF 166.80
Swatch Group
7D
-5.4%
1Y
4.9%

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
FTON
CHF 9.22
Feintool International Holding
7D
-1.9%
1Y
-40.9%

Is Feintool International Holding (VTX:FTON) Using Too Much Debt?

Oct 17
Is Feintool International Holding (VTX:FTON) Using Too Much Debt?
TIBN
CHF 49.00
Bergbahnen Engelberg-Trübsee-Titlis
7D
0.4%
1Y
28.3%
CALN
CHF 12.48
CALIDA Holding
7D
-4.4%
1Y
-46.2%