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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies10
  • 7D1.0%
  • 3M13.1%
  • 1Y22.7%
  • YTD26.1%

Over the last 7 days, the Consumer Discretionary industry has risen 1.2%, driven by gains from Compagnie Financière Richemont of 1.5%. This means that the industry has gained 22% over the past year. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 31 Dec 2025CHF 118.7bCHF 45.0bCHF 3.8b18.5x31.3x2.6x
Fri, 28 Nov 2025CHF 116.7bCHF 45.1bCHF 3.8b17.4x30.7x2.6x
Sun, 26 Oct 2025CHF 111.3bCHF 44.4bCHF 3.7b18.9x30x2.5x
Tue, 23 Sep 2025CHF 103.8bCHF 44.5bCHF 3.7b18.7x27.7x2.3x
Thu, 21 Aug 2025CHF 95.2bCHF 44.5bCHF 3.8b20.8x25.4x2.1x
Sat, 19 Jul 2025CHF 98.9bCHF 44.7bCHF 3.9b21.4x25.6x2.2x
Mon, 16 Jun 2025CHF 103.6bCHF 44.8bCHF 3.9b22.9x26.7x2.3x
Wed, 14 May 2025CHF 108.6bCHF 44.6bCHF 3.5b28.9x30.6x2.4x
Fri, 11 Apr 2025CHF 93.9bCHF 44.2bCHF 3.5b21.9x27x2.1x
Sun, 09 Mar 2025CHF 113.9bCHF 44.6bCHF 3.6b27.1x31.7x2.6x
Tue, 04 Feb 2025CHF 121.4bCHF 44.6bCHF 3.5b24.3x34.2x2.7x
Thu, 02 Jan 2025CHF 97.4bCHF 45.1bCHF 3.9b20.8x25.2x2.2x
Sat, 30 Nov 2024CHF 87.5bCHF 44.9bCHF 3.8b19.4x22.8x1.9x
Mon, 28 Oct 2024CHF 92.6bCHF 45.2bCHF 4.3b21.7x21.8x2.1x
Wed, 25 Sep 2024CHF 85.3bCHF 45.3bCHF 4.3b21x20x1.9x
Fri, 23 Aug 2024CHF 97.5bCHF 45.4bCHF 4.3b23.1x22.8x2.1x
Sun, 21 Jul 2024CHF 95.9bCHF 46.1bCHF 4.4b17.8x21.8x2.1x
Tue, 18 Jun 2024CHF 101.8bCHF 46.5bCHF 4.7b16.2x21.7x2.2x
Thu, 16 May 2024CHF 99.0bCHF 46.9bCHF 5.0b16.5x19.8x2.1x
Sat, 13 Apr 2024CHF 93.9bCHF 46.7bCHF 4.9b16.9x19x2x
Mon, 11 Mar 2024CHF 104.2bCHF 46.2bCHF 4.9b13.8x21.4x2.3x
Wed, 07 Feb 2024CHF 93.3bCHF 41.7bCHF 4.7b16.4x19.7x2.2x
Fri, 05 Jan 2024CHF 85.9bCHF 43.6bCHF 4.8b19.4x17.7x2x
Sun, 03 Dec 2023CHF 84.5bCHF 43.8bCHF 4.9b20.2x17.2x1.9x
Tue, 31 Oct 2023CHF 79.6bCHF 43.6bCHF 4.9b19.2x16.3x1.8x
Thu, 28 Sep 2023CHF 83.0bCHF 43.7bCHF 4.9b18x16.8x1.9x
Sat, 26 Aug 2023CHF 92.2bCHF 43.5bCHF 4.9b19.5x18.8x2.1x
Mon, 24 Jul 2023CHF 103.9bCHF 41.5bCHF 4.9b20.9x21.1x2.5x
Wed, 21 Jun 2023CHF 106.9bCHF 41.5bCHF 4.8b21.9x22.2x2.6x
Fri, 19 May 2023CHF 112.7bCHF 41.4bCHF 4.8b22.5x23.5x2.7x
Sun, 16 Apr 2023CHF 109.1bCHF 42.6bCHF 3.6b26.7x30x2.6x
Tue, 14 Mar 2023CHF 103.8bCHF 42.4bCHF 3.7b23.1x28.4x2.4x
Thu, 09 Feb 2023CHF 104.1bCHF 41.1bCHF 3.7b23.6x28.1x2.5x
Sat, 07 Jan 2023CHF 98.4bCHF 41.1bCHF 3.7b24.1x26.5x2.4x
Price to Earnings Ratio

26.5x


Total Market Cap: CHF 98.4bTotal Earnings: CHF 3.7bTotal Revenue: CHF 41.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.2x20242025
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 31.1x which is higher than its 3-year average PE of 24.2x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.6x.
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 3.1% 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 Market0.21%
Consumer Discretionary1.02%
Hospitality1.99%
Consumer Durables1.20%
Luxury1.06%
Auto Components0.50%
Specialty Stores0.38%
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 26.9%, 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 27% 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 172.051.2%
+CHF 1.2b		24.8%PE28.4x
AVOL AvoltaCHF 47.140.4%
+CHF 26.1m		29.7%PE58x
MOZN mobilezone holding agCHF 13.282.2%
+CHF 12.1m		27.9%PE36.8x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 55.402.2%
+CHF 4.0m		47.3%PE12.4x
AUTN Autoneum HoldingCHF 167.600.4%
+CHF 3.5m		40.1%PE18x

Latest News

AVOL
CHF 47.14
Avolta
7D
0.4%
1Y
29.7%
LMN
CHF 13.00
lastminute.com
7D
2.4%
1Y
-20.0%
FTON
CHF 11.35
Feintool International Holding
7D
1.3%
1Y
-17.2%

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 167.60
Autoneum Holding
7D
0.4%
1Y
40.1%
CFR
CHF 172.05
Compagnie Financière Richemont
7D
1.2%
1Y
24.8%
VZUG
CHF 42.20
V-ZUG Holding
7D
1.2%
1Y
-14.1%
MOZN
CHF 13.28
mobilezone holding ag
7D
2.2%
1Y
27.9%
UHR
CHF 168.25
Swatch Group
7D
-0.2%
1Y
2.0%

What The Swatch Group AG's (VTX:UHR) P/S Is Not Telling You

Oct 28
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TIBN
CHF 55.40
Bergbahnen Engelberg-Trübsee-Titlis
7D
2.2%
1Y
47.3%