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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies10
  • 7D2.8%
  • 3M15.1%
  • 1Y26.3%
  • YTD2.2%

Over the last 7 days, the Consumer Discretionary industry has risen 2.8%, driven by gains from Compagnie Financière Richemont of 2.6%. In the last 12 months, the industry was up 26%. 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
Sun, 11 Jan 2026CHF 121.9bCHF 45.0bCHF 3.8b19.1x32.1x2.7x
Tue, 09 Dec 2025CHF 118.4bCHF 45.2bCHF 3.8b17.7x31x2.6x
Thu, 06 Nov 2025CHF 109.6bCHF 44.5bCHF 3.7b17.7x29.4x2.5x
Sat, 04 Oct 2025CHF 107.5bCHF 44.5bCHF 3.7b20.2x28.7x2.4x
Mon, 01 Sep 2025CHF 98.2bCHF 44.5bCHF 3.7b20.5x26.2x2.2x
Wed, 30 Jul 2025CHF 96.7bCHF 44.2bCHF 3.7b23.1x26x2.2x
Fri, 27 Jun 2025CHF 101.0bCHF 44.8bCHF 3.9b22.2x26x2.3x
Sun, 25 May 2025CHF 107.9bCHF 45.3bCHF 3.9b26.2x27.9x2.4x
Tue, 22 Apr 2025CHF 94.9bCHF 44.4bCHF 3.5b25.6x27x2.1x
Thu, 20 Mar 2025CHF 114.0bCHF 44.9bCHF 3.6b24.9x31.7x2.5x
Sat, 15 Feb 2025CHF 125.1bCHF 44.6bCHF 3.6b23.8x35.2x2.8x
Mon, 13 Jan 2025CHF 97.1bCHF 45.1bCHF 3.9b21x25.1x2.2x
Wed, 11 Dec 2024CHF 94.4bCHF 44.9bCHF 3.8b20.2x24.7x2.1x
Fri, 08 Nov 2024CHF 91.7bCHF 45.3bCHF 4.3b20.5x21.4x2x
Sun, 06 Oct 2024CHF 94.2bCHF 45.3bCHF 4.3b21.5x22.1x2.1x
Tue, 03 Sep 2024CHF 95.1bCHF 45.3bCHF 4.3b22.4x22.3x2.1x
Thu, 01 Aug 2024CHF 96.3bCHF 45.9bCHF 4.3b21.8x22.3x2.1x
Sat, 29 Jun 2024CHF 100.4bCHF 46.6bCHF 4.7b15.6x21.2x2.2x
Mon, 27 May 2024CHF 102.7bCHF 47.2bCHF 4.8b18.3x21.2x2.2x
Wed, 24 Apr 2024CHF 94.4bCHF 46.8bCHF 5.0b16.8x19x2x
Fri, 22 Mar 2024CHF 99.7bCHF 46.7bCHF 4.9b15x20.3x2.1x
Sun, 18 Feb 2024CHF 99.3bCHF 42.0bCHF 4.8b17x20.7x2.4x
Tue, 16 Jan 2024CHF 83.7bCHF 43.7bCHF 4.9b18.6x17.2x1.9x
Thu, 14 Dec 2023CHF 90.1bCHF 43.8bCHF 4.9b19.9x18.4x2.1x
Sat, 11 Nov 2023CHF 80.4bCHF 43.7bCHF 4.9b19.8x16.3x1.8x
Mon, 09 Oct 2023CHF 84.6bCHF 43.7bCHF 4.9b17.9x17.2x1.9x
Wed, 06 Sep 2023CHF 92.8bCHF 43.5bCHF 4.9b19.7x19x2.1x
Fri, 04 Aug 2023CHF 101.5bCHF 41.4bCHF 4.9b20.6x20.7x2.5x
Sun, 02 Jul 2023CHF 110.2bCHF 41.4bCHF 4.8b22.2x22.9x2.7x
Tue, 30 May 2023CHF 110.0bCHF 41.3bCHF 4.8b22.8x23x2.7x
Thu, 27 Apr 2023CHF 108.8bCHF 42.6bCHF 3.7b19.8x29.6x2.6x
Sat, 25 Mar 2023CHF 103.7bCHF 42.6bCHF 3.7b21.5x28.2x2.4x
Mon, 20 Feb 2023CHF 108.3bCHF 41.1bCHF 3.7b24.5x29.1x2.6x
Wed, 18 Jan 2023CHF 101.8bCHF 41.3bCHF 3.7b23.6x27.3x2.5x
Price to Earnings Ratio

27.3x


Total Market Cap: CHF 101.8bTotal Earnings: CHF 3.7bTotal Revenue: CHF 41.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.3x202420252026
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 32.1x which is higher than its 3-year average PE of 24.3x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.7x.
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 2.9% 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 Market1.77%
Consumer Discretionary2.76%
Hospitality8.51%
Consumer Durables4.03%
Specialty Stores3.10%
Luxury2.74%
Auto Components1.28%
Online Retail and Ecommerce0%0
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 26.4%, 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 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
CFR Compagnie Financière RichemontCHF 176.452.6%
+CHF 2.6b		27.4%PE29.1x
UHR Swatch GroupCHF 176.404.8%
+CHF 421.9m		12.1%PE152.2x
AVOL AvoltaCHF 48.603.1%
+CHF 211.9m		36.1%PE59.8x
AUTN Autoneum HoldingCHF 171.002.0%
+CHF 19.7m		39.3%PE18.4x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 60.208.7%
+CHF 16.1m		52.4%PE13.4x

Latest News

LMN
CHF 14.50
lastminute.com
7D
11.5%
1Y
-12.1%

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Jan 09
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TIBN
CHF 60.20
Bergbahnen Engelberg-Trübsee-Titlis
7D
8.7%
1Y
52.4%

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Jan 09
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AVOL
CHF 48.60
Avolta
7D
3.1%
1Y
36.1%
FTON
CHF 11.00
Feintool International Holding
7D
-3.1%
1Y
-19.4%

A Piece Of The Puzzle Missing From Feintool International Holding AG's (VTX:FTON) Share Price

Dec 12
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AUTN
CHF 171.00
Autoneum Holding
7D
2.0%
1Y
39.3%
CFR
CHF 176.45
Compagnie Financière Richemont
7D
2.6%
1Y
27.4%
VZUG
CHF 43.90
V-ZUG Holding
7D
4.0%
1Y
-9.3%
MOZN
CHF 13.50
mobilezone holding ag
7D
1.7%
1Y
31.8%
UHR
CHF 176.40
Swatch Group
7D
4.8%
1Y
12.1%

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Oct 28
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CALN
CHF 11.70
CALIDA Holding
7D
-1.7%
1Y
-47.7%
KSBE
CHF 370.00
Kursaal Bern
7D
-1.3%
1Y
2.8%