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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJul 31, 2026
DataAggregated Company Financials
Companies11
  • 7D1.0%
  • 3M24.9%
  • 1Y39.0%
  • YTD9.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.8%, driven by CALIDA Holding declining 13%. In contrast, Avolta has gained 9.0%. This takes the industry's 12 month performance to a gain of 34%. 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
Fri, 31 Jul 2026CHF 130.8bCHF 46.2bCHF 3.5b22.3x37.5x2.8x
Sun, 28 Jun 2026CHF 129.9bCHF 46.1bCHF 3.5b21.8x37.6x2.8x
Tue, 26 May 2026CHF 110.7bCHF 45.8bCHF 3.4b22.6x32.4x2.4x
Thu, 23 Apr 2026CHF 107.9bCHF 45.5bCHF 3.8b23.2x28.5x2.4x
Sat, 21 Mar 2026CHF 93.8bCHF 45.4bCHF 3.7b22x25x2.1x
Mon, 16 Feb 2026CHF 112.1bCHF 44.5bCHF 3.7b22.2x30.7x2.5x
Wed, 14 Jan 2026CHF 121.1bCHF 45.0bCHF 3.8b18.8x31.9x2.7x
Fri, 12 Dec 2025CHF 116.6bCHF 45.0bCHF 3.8b17.9x30.7x2.6x
Sun, 09 Nov 2025CHF 107.5bCHF 44.5bCHF 3.7b17.4x28.8x2.4x
Tue, 07 Oct 2025CHF 105.7bCHF 44.4bCHF 3.7b20.1x28.3x2.4x
Thu, 04 Sep 2025CHF 98.9bCHF 44.6bCHF 3.8b20.3x26.3x2.2x
Sat, 02 Aug 2025CHF 94.0bCHF 44.5bCHF 3.7b22.4x25.1x2.1x
Mon, 30 Jun 2025CHF 102.9bCHF 44.8bCHF 3.9b22.3x26.5x2.3x
Wed, 28 May 2025CHF 109.9bCHF 45.4bCHF 3.9b26.6x28.2x2.4x
Fri, 25 Apr 2025CHF 100.6bCHF 44.6bCHF 3.6b26.8x28.3x2.3x
Sun, 23 Mar 2025CHF 111.9bCHF 44.8bCHF 3.6b24.8x31.1x2.5x
Tue, 18 Feb 2025CHF 124.9bCHF 44.5bCHF 3.6b24.1x35.1x2.8x
Thu, 16 Jan 2025CHF 97.3bCHF 45.1bCHF 3.9b20.6x25.2x2.2x
Sat, 14 Dec 2024CHF 96.5bCHF 45.1bCHF 3.9b20.4x25x2.1x
Mon, 11 Nov 2024CHF 86.0bCHF 45.1bCHF 3.9b20.6x22.3x1.9x
Wed, 09 Oct 2024CHF 93.5bCHF 45.3bCHF 4.3b21.6x21.9x2.1x
Fri, 06 Sep 2024CHF 88.2bCHF 45.2bCHF 4.2b21.7x20.8x2x
Sun, 04 Aug 2024CHF 92.1bCHF 46.3bCHF 4.3b21x21.4x2x
Tue, 02 Jul 2024CHF 100.7bCHF 46.8bCHF 4.8b15.6x21.2x2.2x
Thu, 30 May 2024CHF 101.9bCHF 47.2bCHF 4.8b17.5x21.1x2.2x
Sat, 27 Apr 2024CHF 94.6bCHF 46.8bCHF 5.0b16.3x19x2x
Mon, 25 Mar 2024CHF 97.4bCHF 46.6bCHF 4.9b15.1x19.8x2.1x
Wed, 21 Feb 2024CHF 98.3bCHF 42.1bCHF 4.8b17.5x20.4x2.3x
Fri, 19 Jan 2024CHF 87.4bCHF 43.8bCHF 4.9b19.5x17.9x2x
Sun, 17 Dec 2023CHF 92.1bCHF 43.9bCHF 4.9b20.1x18.7x2.1x
Tue, 14 Nov 2023CHF 79.2bCHF 44.3bCHF 5.0b19.3x15.9x1.8x
Thu, 12 Oct 2023CHF 82.7bCHF 43.6bCHF 4.9b20.8x16.9x1.9x
Sat, 09 Sep 2023CHF 88.7bCHF 43.5bCHF 4.9b19x18.1x2x
Mon, 07 Aug 2023CHF 101.7bCHF 44.4bCHF 4.9b20.8x20.7x2.3x
Price to Earnings Ratio

20.7x


Total Market Cap: CHF 101.7bTotal Earnings: CHF 4.9bTotal Revenue: CHF 44.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 25.2x202420252026
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 36.8x which is higher than its 3-year average PE of 25.2x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 11% 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 Market1.43%
Consumer Discretionary0.98%
Auto Components16.91%
Specialty Stores7.98%
Hospitality0.56%
Luxury0.48%
Consumer Durables0.47%
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 60.7x.
    • Analysts are expecting annual earnings growth of 12.1%, 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 22% over the next 5 years.
  • This is better than its past earnings decline of 15% per year.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 12% 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
UHR Swatch GroupCHF 180.306.1%
+CHF 540.8m		24.4%PE1041.7x
AVOL AvoltaCHF 48.343.3%
+CHF 210.4m		13.4%PE31.9x
AUTN Autoneum HoldingCHF 130.6019.8%
+CHF 125.4m		-9.6%PE12.3x
VZUG V-ZUG HoldingCHF 42.703.6%
+CHF 9.6m		-18.5%PE22.5x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 51.805.3%
+CHF 8.7m		22.7%PE22.6x

Latest News

AVOL
CHF 48.34
Avolta
7D
3.3%
1Y
13.4%
AUTN
CHF 130.60
Autoneum Holding
7D
19.8%
1Y
-9.6%
VZUG
CHF 42.70
V-ZUG Holding
7D
3.6%
1Y
-18.5%
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 180.30
Swatch Group
7D
6.1%
1Y
24.4%
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...
CALN
CHF 15.32
CALIDA Holding
7D
-5.7%
1Y
6.7%
CFR
CHF 190.90
Compagnie Financière Richemont
7D
-1.1%
1Y
43.1%
FTON
CHF 9.82
Feintool International Holding
7D
2.5%
1Y
-19.8%
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.
LMN
CHF 13.05
lastminute.com
7D
0.4%
1Y
-19.7%
KSBE
CHF 396.00
Kursaal Bern
7D
-1.0%
1Y
-3.4%
MOZN
CHF 14.30
mobilezone holding ag
7D
-2.7%
1Y
25.2%
TIBN
CHF 51.80
Bergbahnen Engelberg-Trübsee-Titlis
7D
5.3%
1Y
22.7%