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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJan 15, 2026
DataAggregated Company Financials
Companies10
  • 7D3.7%
  • 3M8.2%
  • 1Y24.9%
  • YTD1.3%

In the last week, the Consumer Discretionary industry is up 3.7%, with Compagnie Financière Richemont up 4.0%. In the same time, Autoneum Holding was down 7.0%. In the last 12 months, the industry was up 25%. 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
Thu, 15 Jan 2026CHF 120.9bCHF 45.0bCHF 3.8b18.4x31.9x2.7x
Sat, 13 Dec 2025CHF 114.9bCHF 45.1bCHF 3.8b18.1x30.2x2.5x
Mon, 10 Nov 2025CHF 107.5bCHF 44.5bCHF 3.7b17.4x28.8x2.4x
Wed, 08 Oct 2025CHF 107.2bCHF 44.4bCHF 3.7b20.3x28.8x2.4x
Fri, 05 Sep 2025CHF 99.1bCHF 44.6bCHF 3.8b20.1x26.4x2.2x
Sun, 03 Aug 2025CHF 94.0bCHF 44.5bCHF 3.7b22.4x25.1x2.1x
Tue, 01 Jul 2025CHF 102.8bCHF 44.7bCHF 3.9b22.2x26.5x2.3x
Thu, 29 May 2025CHF 107.6bCHF 45.3bCHF 3.9b26.1x27.8x2.4x
Sat, 26 Apr 2025CHF 101.3bCHF 44.6bCHF 3.6b27.1x28.5x2.3x
Mon, 24 Mar 2025CHF 111.9bCHF 44.8bCHF 3.6b24.8x31.1x2.5x
Wed, 19 Feb 2025CHF 123.4bCHF 44.5bCHF 3.6b23.7x34.7x2.8x
Fri, 17 Jan 2025CHF 111.0bCHF 45.1bCHF 3.9b21x28.7x2.5x
Sun, 15 Dec 2024CHF 96.5bCHF 45.1bCHF 3.9b20.4x25x2.1x
Tue, 12 Nov 2024CHF 86.7bCHF 45.1bCHF 3.9b20.7x22.5x1.9x
Thu, 10 Oct 2024CHF 94.7bCHF 45.3bCHF 4.3b21.5x22.2x2.1x
Sat, 07 Sep 2024CHF 86.0bCHF 45.1bCHF 4.2b21.2x20.3x1.9x
Mon, 05 Aug 2024CHF 92.1bCHF 46.3bCHF 4.3b21x21.4x2x
Wed, 03 Jul 2024CHF 100.7bCHF 46.8bCHF 4.8b15.7x21.2x2.2x
Fri, 31 May 2024CHF 102.4bCHF 47.0bCHF 4.8b17.6x21.4x2.2x
Sun, 28 Apr 2024CHF 94.6bCHF 46.8bCHF 5.0b16.3x19x2x
Tue, 26 Mar 2024CHF 97.7bCHF 46.7bCHF 4.9b15.3x19.9x2.1x
Thu, 22 Feb 2024CHF 97.4bCHF 42.1bCHF 4.8b17.3x20.2x2.3x
Sat, 20 Jan 2024CHF 87.3bCHF 43.8bCHF 4.9b19.4x17.8x2x
Mon, 18 Dec 2023CHF 92.1bCHF 43.9bCHF 4.9b20.1x18.7x2.1x
Wed, 15 Nov 2023CHF 83.1bCHF 44.3bCHF 5.0b19.9x16.7x1.9x
Fri, 13 Oct 2023CHF 82.0bCHF 43.6bCHF 4.9b20.5x16.7x1.9x
Sun, 10 Sep 2023CHF 88.7bCHF 43.5bCHF 4.9b19x18.1x2x
Tue, 08 Aug 2023CHF 101.0bCHF 44.4bCHF 4.9b20.5x20.6x2.3x
Thu, 06 Jul 2023CHF 109.4bCHF 41.4bCHF 4.8b21.9x22.8x2.6x
Sat, 03 Jun 2023CHF 107.2bCHF 41.3bCHF 4.8b22.2x22.4x2.6x
Mon, 01 May 2023CHF 108.5bCHF 42.6bCHF 3.7b19.7x29.5x2.5x
Wed, 29 Mar 2023CHF 104.4bCHF 42.8bCHF 3.7b21.5x28.2x2.4x
Fri, 24 Feb 2023CHF 108.0bCHF 41.1bCHF 3.7b24x29.1x2.6x
Sun, 22 Jan 2023CHF 101.0bCHF 41.4bCHF 3.7b23.4x27x2.4x
Price to Earnings Ratio

27x


Total Market Cap: CHF 101.0bTotal Earnings: CHF 3.7bTotal Revenue: CHF 41.4bTotal 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 31.9x 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 2.8% 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 Market0.90%
Consumer Discretionary3.67%
Luxury4.02%
Hospitality1.86%
Consumer Durables0.23%
Specialty Stores0.13%
Online Retail and Ecommerce0%0
Auto Components-5.98%
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 25.8%, 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 174.804.0%
+CHF 4.0b		25.7%PE28.8x
UHR Swatch GroupCHF 180.903.6%
+CHF 328.7m		16.5%PE156.1x
AVOL AvoltaCHF 47.240.1%
+CHF 8.7m		31.2%PE58.1x
CALN CALIDA HoldingCHF 12.908.4%
+CHF 7.0m		-43.4%PS0.4x
LMN lastminute.comCHF 14.753.5%
+CHF 5.3m		-9.7%PE17.5x

Latest News

AUTN
CHF 159.00
Autoneum Holding
7D
-7.0%
1Y
27.2%
LMN
CHF 14.75
lastminute.com
7D
3.5%
1Y
-9.7%

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

Jan 09
lastminute.com (VTX:LMN) Has A Somewhat Strained Balance Sheet
TIBN
CHF 59.60
Bergbahnen Engelberg-Trübsee-Titlis
7D
1.0%
1Y
52.0%

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 47.24
Avolta
7D
0.1%
1Y
31.2%
FTON
CHF 10.85
Feintool International Holding
7D
0.5%
1Y
-13.9%

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
CFR
CHF 174.80
Compagnie Financière Richemont
7D
4.0%
1Y
25.7%
VZUG
CHF 42.80
V-ZUG Holding
7D
0.2%
1Y
-7.0%
MOZN
CHF 14.00
mobilezone holding ag
7D
-1.7%
1Y
30.4%
UHR
CHF 180.90
Swatch Group
7D
3.6%
1Y
16.5%

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 12.90
CALIDA Holding
7D
8.4%
1Y
-43.4%