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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedDec 10, 2025
DataAggregated Company Financials
Companies10
  • 7D-1.1%
  • 3M13.5%
  • 1Y24.8%
  • YTD24.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.1%, driven by Compagnie Financière Richemont declining 1.4%. In the past year, the industry has gained 25%. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Dec 2025CHF 117.0bCHF 45.2bCHF 3.8b17.6x30.7x2.6x
Sat, 08 Nov 2025CHF 107.5bCHF 44.5bCHF 3.7b17.4x28.8x2.4x
Mon, 06 Oct 2025CHF 107.5bCHF 44.5bCHF 3.7b20.2x28.7x2.4x
Wed, 03 Sep 2025CHF 97.4bCHF 44.5bCHF 3.8b20.3x26x2.2x
Fri, 01 Aug 2025CHF 94.0bCHF 44.2bCHF 3.7b22.5x25.4x2.1x
Sun, 29 Jun 2025CHF 102.9bCHF 44.8bCHF 3.9b22.3x26.5x2.3x
Tue, 27 May 2025CHF 108.9bCHF 45.3bCHF 3.9b26.4x28.1x2.4x
Thu, 24 Apr 2025CHF 99.7bCHF 44.6bCHF 3.5b26.6x28.1x2.2x
Sat, 22 Mar 2025CHF 111.9bCHF 44.8bCHF 3.6b24.8x31.1x2.5x
Mon, 17 Feb 2025CHF 125.1bCHF 44.5bCHF 3.6b23.8x35.2x2.8x
Wed, 15 Jan 2025CHF 97.9bCHF 45.1bCHF 3.9b20.4x25.3x2.2x
Fri, 13 Dec 2024CHF 96.1bCHF 45.0bCHF 3.8b20.1x25x2.1x
Sun, 10 Nov 2024CHF 86.0bCHF 45.1bCHF 3.9b20.6x22.3x1.9x
Tue, 08 Oct 2024CHF 96.0bCHF 45.2bCHF 4.3b21.6x22.6x2.1x
Thu, 05 Sep 2024CHF 89.5bCHF 45.2bCHF 4.3b21.8x21x2x
Sat, 03 Aug 2024CHF 92.1bCHF 46.3bCHF 4.3b21x21.4x2x
Mon, 01 Jul 2024CHF 100.4bCHF 46.6bCHF 4.7b15.6x21.2x2.2x
Wed, 29 May 2024CHF 103.2bCHF 47.2bCHF 4.8b17.7x21.3x2.2x
Fri, 26 Apr 2024CHF 93.2bCHF 46.8bCHF 5.0b16.3x18.7x2x
Sun, 24 Mar 2024CHF 97.4bCHF 46.6bCHF 4.9b15.1x19.8x2.1x
Tue, 20 Feb 2024CHF 98.7bCHF 42.1bCHF 4.8b17.4x20.5x2.3x
Thu, 18 Jan 2024CHF 80.9bCHF 43.7bCHF 4.9b18.7x16.6x1.8x
Sat, 16 Dec 2023CHF 92.1bCHF 43.9bCHF 4.9b20.1x18.7x2.1x
Mon, 13 Nov 2023CHF 80.4bCHF 44.3bCHF 5.0b19.8x16.2x1.8x
Wed, 11 Oct 2023CHF 85.4bCHF 43.6bCHF 4.9b18.1x17.4x2x
Fri, 08 Sep 2023CHF 88.2bCHF 43.5bCHF 4.9b18.9x18x2x
Sun, 06 Aug 2023CHF 101.7bCHF 44.4bCHF 4.9b20.8x20.7x2.3x
Tue, 04 Jul 2023CHF 109.7bCHF 41.4bCHF 4.8b22.1x22.8x2.6x
Thu, 01 Jun 2023CHF 106.6bCHF 41.3bCHF 4.8b21.9x22.2x2.6x
Sat, 29 Apr 2023CHF 108.4bCHF 42.6bCHF 3.7b19.7x29.5x2.5x
Mon, 27 Mar 2023CHF 103.7bCHF 42.7bCHF 3.7b21.5x28.2x2.4x
Wed, 22 Feb 2023CHF 108.3bCHF 41.1bCHF 3.7b24.7x29.2x2.6x
Fri, 20 Jan 2023CHF 100.1bCHF 41.2bCHF 3.7b23.3x26.9x2.4x
Sun, 18 Dec 2022CHF 87.8bCHF 41.2bCHF 3.7b22.9x23.6x2.1x
Price to Earnings Ratio

23.6x


Total Market Cap: CHF 87.8bTotal Earnings: CHF 3.7bTotal Revenue: CHF 41.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.1x202320242025
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 30.7x which is higher than its 3-year average PE of 24.1x.
  • 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 Market0.36%
Consumer Discretionary-1.11%
Auto Components5.16%
Specialty Stores3.73%
Hospitality2.43%
Online Retail and Ecommerce0%0
Luxury-1.46%
Consumer Durables-3.87%
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 26.2%, 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 Hospitality industry, expecting annual earnings growth of 47% over the next 5 years.
  • This is better than its past earnings decline of 4.3% 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
AVOL AvoltaCHF 46.863.4%
+CHF 226.4m		26.8%PE57.6x
AUTN Autoneum HoldingCHF 160.203.8%
+CHF 33.6m		43.5%PE17.2x
LMN lastminute.comCHF 12.504.6%
+CHF 5.9m		-24.5%PE14.7x
FTON Feintool International HoldingCHF 9.601.3%
+CHF 1.8m		-34.7%PS0.2x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 50.401.0%
+CHF 1.7m		34.0%PE11.3x

Latest News

AUTN
CHF 160.20
Autoneum Holding
7D
3.8%
1Y
43.5%
FTON
CHF 9.60
Feintool International Holding
7D
1.3%
1Y
-34.7%
CFR
CHF 169.25
Compagnie Financière Richemont
7D
-2.5%
1Y
26.6%
LMN
CHF 12.50
lastminute.com
7D
4.6%
1Y
-24.5%

Some May Be Optimistic About lastminute.com's (VTX:LMN) Earnings

Nov 14
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AVOL
CHF 46.86
Avolta
7D
3.4%
1Y
26.8%
VZUG
CHF 39.30
V-ZUG Holding
7D
-4.6%
1Y
-21.4%
MOZN
CHF 12.08
mobilezone holding ag
7D
-0.7%
1Y
-16.0%
UHR
CHF 162.35
Swatch Group
7D
-1.7%
1Y
-1.3%

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Oct 28
What The Swatch Group AG's (VTX:UHR) P/S Is Not Telling You
TIBN
CHF 50.40
Bergbahnen Engelberg-Trübsee-Titlis
7D
1.0%
1Y
34.0%
CALN
CHF 11.62
CALIDA Holding
7D
-1.7%
1Y
-50.0%
KSBE
CHF 363.00
Kursaal Bern
7D
2.3%
1Y
3.5%