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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies11
  • 7D-0.8%
  • 3M14.8%
  • 1Y11.3%
  • YTD-2.8%

In the last week, Consumer Discretionary has been flat. The past year has been better, since the industry has gained 9.4% in that time. Earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Jun 2026CHF 116.4bCHF 45.9bCHF 3.4b22.1x33.9x2.5x
Sun, 03 May 2026CHF 104.9bCHF 45.5bCHF 3.8b22.9x27.8x2.3x
Tue, 31 Mar 2026CHF 98.4bCHF 45.5bCHF 3.8b21.9x26.1x2.2x
Thu, 26 Feb 2026CHF 113.2bCHF 44.5bCHF 3.7b20.9x31x2.5x
Sat, 24 Jan 2026CHF 108.3bCHF 44.9bCHF 3.8b21.6x28.7x2.4x
Mon, 22 Dec 2025CHF 116.4bCHF 45.0bCHF 3.8b18.6x30.7x2.6x
Wed, 19 Nov 2025CHF 111.8bCHF 44.9bCHF 3.8b17.4x29.7x2.5x
Fri, 17 Oct 2025CHF 111.7bCHF 44.4bCHF 3.7b18.9x30.1x2.5x
Sun, 14 Sep 2025CHF 103.6bCHF 44.5bCHF 3.7b19.4x27.7x2.3x
Tue, 12 Aug 2025CHF 92.0bCHF 44.7bCHF 3.8b21.6x24.4x2.1x
Thu, 10 Jul 2025CHF 103.6bCHF 44.6bCHF 3.9b22.7x26.8x2.3x
Sat, 07 Jun 2025CHF 104.6bCHF 44.8bCHF 3.9b23.7x26.9x2.3x
Mon, 05 May 2025CHF 101.7bCHF 44.5bCHF 3.5b27.3x28.8x2.3x
Wed, 02 Apr 2025CHF 106.6bCHF 44.9bCHF 3.6b24.1x29.8x2.4x
Fri, 28 Feb 2025CHF 124.3bCHF 44.3bCHF 3.6b24.5x34.8x2.8x
Sun, 26 Jan 2025CHF 118.0bCHF 45.4bCHF 3.9b21.1x30.2x2.6x
Tue, 24 Dec 2024CHF 96.1bCHF 45.0bCHF 3.9b20.6x24.9x2.1x
Thu, 21 Nov 2024CHF 85.3bCHF 45.0bCHF 3.8b18.4x22.3x1.9x
Sat, 19 Oct 2024CHF 91.4bCHF 45.2bCHF 4.3b21.3x21.4x2x
Mon, 16 Sep 2024CHF 86.2bCHF 45.2bCHF 4.3b21.7x20.3x1.9x
Wed, 14 Aug 2024CHF 92.9bCHF 46.5bCHF 4.4b20.9x21.3x2x
Fri, 12 Jul 2024CHF 101.5bCHF 46.9bCHF 4.8b16.4x21.3x2.2x
Sun, 09 Jun 2024CHF 106.8bCHF 46.8bCHF 4.7b16.7x22.5x2.3x
Tue, 07 May 2024CHF 96.1bCHF 46.8bCHF 5.0b16.5x19.4x2.1x
Thu, 04 Apr 2024CHF 100.6bCHF 46.8bCHF 4.9b14.9x20.3x2.1x
Sat, 02 Mar 2024CHF 102.6bCHF 42.1bCHF 4.8b14.6x21.5x2.4x
Mon, 29 Jan 2024CHF 94.3bCHF 43.7bCHF 4.8b18.8x19.8x2.2x
Wed, 27 Dec 2023CHF 88.2bCHF 43.8bCHF 4.9b19.7x18x2x
Fri, 24 Nov 2023CHF 84.9bCHF 44.2bCHF 5.0b19.7x17.1x1.9x
Sun, 22 Oct 2023CHF 79.3bCHF 43.3bCHF 4.9b19.3x16.4x1.8x
Tue, 19 Sep 2023CHF 90.0bCHF 43.6bCHF 4.9b18.7x18.3x2.1x
Thu, 17 Aug 2023CHF 95.3bCHF 44.3bCHF 4.9b20.2x19.5x2.1x
Sat, 15 Jul 2023CHF 113.2bCHF 41.6bCHF 5.0b22.3x22.9x2.7x
Mon, 12 Jun 2023CHF 104.9bCHF 41.3bCHF 4.8b21.6x21.9x2.5x
Price to Earnings Ratio

21.9x


Total Market Cap: CHF 104.9bTotal Earnings: CHF 4.8bTotal Revenue: CHF 41.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.5x202420252026
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 33.9x which is higher than its 3-year average PE of 24.4x.
  • 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 declined 10% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.7% 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, which has decreased profits.

Industry Trends

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

CH Market-0.94%
Consumer Discretionary-0.85%
Online Retail and Ecommerce0%0
Luxury-0.75%
Hospitality-1.60%
Auto Components-1.85%
Specialty Stores-2.12%
Consumer Durables-2.59%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 61.9x.
    • Analysts are expecting annual earnings growth of 15.3%, which is lower than the prior year's growth of 93.2% 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 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 14% 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
MOZN mobilezone holding agCHF 14.840.7%
+CHF 4.3m		25.8%PS0.7x
KSBE Kursaal BernCHF 400.001.0%
+CHF 487.3k		-2.4%PE13.3x

Latest News

AVOL
CHF 46.74
Avolta
7D
-2.4%
1Y
8.2%
Narrative Update • Jun 03

AVOL: Airport Contracts And Buybacks Will Support Balanced Future Earnings Potential

Analysts have nudged Avolta's fair value estimate slightly lower to CHF 51.94 from CHF 52.19. Street price targets, including recent moves to CHF 55 and CHF 59, reflect a view that the stock may support a higher P/E multiple despite more conservative assumptions for growth and margins.
KSBE
CHF 400.00
Kursaal Bern
7D
1.0%
1Y
-2.4%
LMN
CHF 12.75
lastminute.com
7D
-3.0%
1Y
-22.0%
CFR
CHF 164.55
Compagnie Financière Richemont
7D
-0.6%
1Y
9.0%
UHR
CHF 209.30
Swatch Group
7D
-2.2%
1Y
50.7%
AUTN
CHF 119.00
Autoneum Holding
7D
-1.2%
1Y
-16.8%
VZUG
CHF 39.45
V-ZUG Holding
7D
-2.6%
1Y
-46.1%
FTON
CHF 9.98
Feintool International Holding
7D
-5.0%
1Y
-16.1%
MOZN
CHF 14.84
mobilezone holding ag
7D
0.7%
1Y
25.8%
TIBN
CHF 50.80
Bergbahnen Engelberg-Trübsee-Titlis
7D
-1.2%
1Y
22.4%