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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedAug 27, 2026
DataAggregated Company Financials
Companies10
  • 7D2.7%
  • 3M11.7%
  • 1Y33.5%
  • YTD9.5%

In the last week, the Consumer Discretionary industry is up 2.7%, with Compagnie Financière Richemont up 3.0%. This takes the industry's 12 month performance to a gain of 33%. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 27 Aug 2026CHF 130.2bCHF 45.4bCHF 3.6b31.2x36.7x2.9x
Sat, 25 Jul 2026CHF 131.0bCHF 46.3bCHF 3.5b21.4x37.4x2.8x
Mon, 22 Jun 2026CHF 128.2bCHF 46.2bCHF 3.5b21.3x36.9x2.8x
Wed, 20 May 2026CHF 109.9bCHF 45.5bCHF 3.8b22.6x29.2x2.4x
Fri, 17 Apr 2026CHF 109.2bCHF 45.6bCHF 3.8b22.6x28.8x2.4x
Sun, 15 Mar 2026CHF 98.9bCHF 45.2bCHF 3.7b23.1x26.6x2.2x
Tue, 10 Feb 2026CHF 111.0bCHF 44.5bCHF 3.7b22.2x30.3x2.5x
Thu, 08 Jan 2026CHF 116.6bCHF 45.0bCHF 3.8b18.8x30.8x2.6x
Sat, 06 Dec 2025CHF 119.3bCHF 45.1bCHF 3.8b17.7x31.3x2.6x
Mon, 03 Nov 2025CHF 109.9bCHF 44.4bCHF 3.7b17.9x29.6x2.5x
Wed, 01 Oct 2025CHF 105.0bCHF 44.5bCHF 3.7b19.8x28x2.4x
Fri, 29 Aug 2025CHF 99.3bCHF 44.5bCHF 3.8b20.8x26.5x2.2x
Sun, 27 Jul 2025CHF 98.3bCHF 44.3bCHF 3.7b23.3x26.4x2.2x
Tue, 24 Jun 2025CHF 101.5bCHF 44.8bCHF 3.9b21.9x26.1x2.3x
Thu, 22 May 2025CHF 112.4bCHF 45.4bCHF 3.9b27.3x29x2.5x
Sat, 19 Apr 2025CHF 94.9bCHF 44.4bCHF 3.5b25.6x27x2.1x
Mon, 17 Mar 2025CHF 114.7bCHF 45.0bCHF 3.6b24.1x31.7x2.5x
Wed, 12 Feb 2025CHF 122.6bCHF 44.7bCHF 3.6b23.1x34.5x2.7x
Fri, 10 Jan 2025CHF 97.8bCHF 45.1bCHF 3.9b21.3x25.3x2.2x
Sun, 08 Dec 2024CHF 93.2bCHF 44.9bCHF 3.8b19.9x24.4x2.1x
Tue, 05 Nov 2024CHF 90.2bCHF 45.2bCHF 4.3b20.6x21.1x2x
Thu, 03 Oct 2024CHF 93.8bCHF 45.2bCHF 4.2b21.5x22.1x2.1x
Sat, 31 Aug 2024CHF 95.3bCHF 45.2bCHF 4.3b22.4x22.4x2.1x
Mon, 29 Jul 2024CHF 97.0bCHF 46.1bCHF 4.3b21.7x22.3x2.1x
Wed, 26 Jun 2024CHF 103.4bCHF 46.5bCHF 4.7b15.4x22x2.2x
Fri, 24 May 2024CHF 101.7bCHF 47.2bCHF 4.9b16.1x20.9x2.2x
Sun, 21 Apr 2024CHF 92.9bCHF 46.6bCHF 4.9b16.6x18.8x2x
Tue, 19 Mar 2024CHF 102.5bCHF 46.5bCHF 4.9b15.1x21x2.2x
Thu, 15 Feb 2024CHF 97.2bCHF 42.1bCHF 4.8b17.1x20.2x2.3x
Sat, 13 Jan 2024CHF 84.0bCHF 43.6bCHF 4.9b18.6x17.3x1.9x
Mon, 11 Dec 2023CHF 87.9bCHF 43.9bCHF 4.9b20x17.9x2x
Wed, 08 Nov 2023CHF 83.6bCHF 43.7bCHF 4.9b19.8x17x1.9x
Fri, 06 Oct 2023CHF 83.2bCHF 43.6bCHF 4.9b18x16.9x1.9x
Sun, 03 Sep 2023CHF 93.4bCHF 43.5bCHF 4.9b19.4x19.1x2.1x
Price to Earnings Ratio

19.1x


Total Market Cap: CHF 93.4bTotal Earnings: CHF 4.9bTotal Revenue: CHF 43.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 25.6x202420252026
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 36.7x which is higher than its 3-year average PE of 25.6x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 10% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

CH Market1.01%
Consumer Discretionary2.70%
Luxury2.93%
Consumer Durables2.56%
Hospitality0.062%
Online Retail and Ecommerce0%0
Specialty Stores-0.67%
Auto Components-2.53%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 24.9x.
    • Analysts are expecting annual earnings growth of 17.6%, which is higher than its past year's earnings decline of 7.9% per year.
  • Investors are most pessimistic about the Auto Components industry, which is trading below its 3-year average of 54.0x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 61% over the next 5 years.
  • This is better than its past earnings decline of 34% per year.
  • In contrast, the Specialty Stores 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 191.003.0%
+CHF 3.3b		37.5%PE34.6x
UHR Swatch GroupCHF 189.502.3%
+CHF 221.0m		26.1%PE1094.8x
MOZN mobilezone holding agCHF 13.041.2%
+CHF 6.9m		18.5%PS0.6x
VZUG V-ZUG HoldingCHF 42.002.6%
+CHF 6.7m		-9.3%PE22.1x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 52.002.0%
+CHF 3.4m		20.6%PE31.5x

Latest News

MOZN
CHF 13.04
mobilezone holding ag
7D
1.2%
1Y
18.5%
TIBN
CHF 52.00
Bergbahnen Engelberg-Trübsee-Titlis
7D
2.0%
1Y
20.6%
LMN
CHF 11.95
lastminute.com
7D
-2.8%
1Y
-20.1%
AUTN
CHF 121.20
Autoneum Holding
7D
-3.2%
1Y
-21.7%
Analysis Article • Aug 01

Autoneum Holding AG (VTX:AUTN) Just Released Its Interim Results And Analysts Are Updating Their Estimates

It's been a pretty great week for Autoneum Holding AG ( VTX:AUTN ) shareholders, with its shares surging 20% to CHF131...
CALN
CHF 14.18
CALIDA Holding
7D
-0.6%
1Y
-0.6%
Analysis Article • Aug 01

CALIDA Holding's (VTX:CALN) Solid Earnings Have Been Accounted For Conservatively

The stock was sluggish on the back of CALIDA Holding AG's ( VTX:CALN ) recent earnings report. Our analysis suggests...
AVOL
CHF 47.30
Avolta
7D
-0.7%
1Y
3.3%
VZUG
CHF 42.00
V-ZUG Holding
7D
2.6%
1Y
-9.3%
Analysis Article • Jul 30

Investors Can Find Comfort In V-ZUG Holding's (VTX:VZUG) Earnings Quality

Soft earnings didn't appear to concern V-ZUG Holding AG's ( VTX:VZUG ) shareholders over the last week. We did some...
UHR
CHF 189.50
Swatch Group
7D
2.3%
1Y
26.1%
Analysis Article • Jul 29

Swatch Group's (VTX:UHR) Weak Earnings May Only Reveal A Part Of The Whole Picture

Investors were disappointed by The Swatch Group AG's ( VTX:UHR ) latest earnings release. We did some further digging...
CFR
CHF 191.00
Compagnie Financière Richemont
7D
3.0%
1Y
37.5%
FTON
CHF 11.00
Feintool International Holding
7D
0.5%
1Y
0.9%
Narrative Update • Jul 10

nan

The analyst price target for Feintool International Holding has been cut from CHF 18.00 to CHF 11.00 as analysts now apply a higher discount rate, assume lower revenue growth and profit margins, and use a higher future P/E multiple in their updated valuation work. What's in the News No recent news items for Feintool International Holding were identified in the provided sources.
KSBE
CHF 398.75
Kursaal Bern
7D
1.2%
1Y
n/a