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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJan 12, 2026
DataAggregated Company Financials
Companies10
  • 7D2.3%
  • 3M16.2%
  • 1Y26.3%
  • YTD2.2%

In the last week, the Consumer Discretionary industry is up 2.3%, with Compagnie Financière Richemont up 1.4%. This takes the industry's 12 month performance to a gain of 26%. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 12 Jan 2026CHF 121.9bCHF 45.0bCHF 3.8b19.1x32.1x2.7x
Wed, 10 Dec 2025CHF 117.0bCHF 45.2bCHF 3.8b17.6x30.7x2.6x
Fri, 07 Nov 2025CHF 108.2bCHF 44.5bCHF 3.7b17.3x29x2.4x
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
Price to Earnings Ratio

27.5x


Total Market Cap: CHF 102.2bTotal Earnings: CHF 3.7bTotal Revenue: CHF 41.2bTotal 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 3.0% 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 Market1.58%
Consumer Discretionary2.31%
Hospitality8.51%
Consumer Durables4.03%
Specialty Stores3.10%
Luxury2.24%
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 175.401.4%
+CHF 1.4b		26.7%PE28.9x
AVOL AvoltaCHF 47.722.0%
+CHF 136.4m		35.4%PE58.7x
UHR Swatch GroupCHF 174.251.3%
+CHF 116.5m		11.7%PE150.3x
LMN lastminute.comCHF 14.5011.5%
+CHF 16.0m		-12.1%PE17.2x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 58.203.6%
+CHF 6.7m		46.6%PE13x

Latest News

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

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

Jan 09
lastminute.com (VTX:LMN) Has A Somewhat Strained Balance Sheet
TIBN
CHF 58.20
Bergbahnen Engelberg-Trübsee-Titlis
7D
3.6%
1Y
46.6%

One Analyst's Revenue Estimates For Bergbahnen Engelberg-Trübsee-Titlis AG (VTX:TIBN) Are Surging Higher

Jan 09
One Analyst's Revenue Estimates For Bergbahnen Engelberg-Trübsee-Titlis AG (VTX:TIBN) Are Surging Higher
AVOL
CHF 47.72
Avolta
7D
2.0%
1Y
35.4%
FTON
CHF 11.00
Feintool International Holding
7D
2.8%
1Y
-13.7%

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

Dec 12
A Piece Of The Puzzle Missing From Feintool International Holding AG's (VTX:FTON) Share Price
AUTN
CHF 169.40
Autoneum Holding
7D
-1.5%
1Y
37.9%
CFR
CHF 175.40
Compagnie Financière Richemont
7D
1.4%
1Y
26.7%
VZUG
CHF 43.40
V-ZUG Holding
7D
1.9%
1Y
-7.3%
MOZN
CHF 13.48
mobilezone holding ag
7D
-2.3%
1Y
30.1%
UHR
CHF 174.25
Swatch Group
7D
1.3%
1Y
11.7%

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
CALN
CHF 12.16
CALIDA Holding
7D
0.3%
1Y
-46.0%