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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedMay 29, 2026
DataAggregated Company Financials
Companies11
  • 7D5.5%
  • 3M4.7%
  • 1Y9.1%
  • YTD-1.9%

In the last week, the Consumer Discretionary industry is up 5.5%, with Compagnie Financière Richemont up 5.6%. This takes the industry's 12 month performance to a gain of 9.1%. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 29 May 2026CHF 117.4bCHF 45.9bCHF 3.4b22.4x34.2x2.6x
Sun, 26 Apr 2026CHF 106.5bCHF 45.6bCHF 3.8b22.7x28.1x2.3x
Tue, 24 Mar 2026CHF 98.1bCHF 45.4bCHF 3.8b22.5x26.1x2.2x
Thu, 19 Feb 2026CHF 113.7bCHF 44.5bCHF 3.7b21.8x31.1x2.6x
Sat, 17 Jan 2026CHF 112.4bCHF 45.0bCHF 3.8b21.4x29.7x2.5x
Mon, 15 Dec 2025CHF 114.9bCHF 45.1bCHF 3.8b18.1x30.2x2.5x
Wed, 12 Nov 2025CHF 112.1bCHF 44.4bCHF 3.7b17.8x30.2x2.5x
Fri, 10 Oct 2025CHF 107.4bCHF 44.4bCHF 3.7b20.6x28.7x2.4x
Sun, 07 Sep 2025CHF 101.0bCHF 44.5bCHF 3.7b20x27x2.3x
Tue, 05 Aug 2025CHF 92.7bCHF 44.5bCHF 3.8b22x24.7x2.1x
Thu, 03 Jul 2025CHF 104.3bCHF 44.7bCHF 3.9b22.4x26.9x2.3x
Sat, 31 May 2025CHF 107.0bCHF 45.3bCHF 3.9b25.9x27.6x2.4x
Mon, 28 Apr 2025CHF 101.3bCHF 44.6bCHF 3.6b27.1x28.5x2.3x
Wed, 26 Mar 2025CHF 111.9bCHF 44.8bCHF 3.6b24.8x31.2x2.5x
Fri, 21 Feb 2025CHF 123.1bCHF 44.5bCHF 3.6b23.7x34.7x2.8x
Sun, 19 Jan 2025CHF 112.7bCHF 45.1bCHF 3.9b21x29.1x2.5x
Tue, 17 Dec 2024CHF 95.6bCHF 45.1bCHF 3.9b20.1x24.7x2.1x
Thu, 14 Nov 2024CHF 84.7bCHF 45.1bCHF 3.9b19.6x22x1.9x
Sat, 12 Oct 2024CHF 94.3bCHF 45.2bCHF 4.3b21.7x22.1x2.1x
Mon, 09 Sep 2024CHF 86.0bCHF 45.1bCHF 4.2b21.2x20.3x1.9x
Wed, 07 Aug 2024CHF 88.7bCHF 46.1bCHF 4.3b20.3x20.7x1.9x
Fri, 05 Jul 2024CHF 101.0bCHF 46.8bCHF 4.8b16x21.2x2.2x
Sun, 02 Jun 2024CHF 103.4bCHF 47.0bCHF 4.8b17.6x21.6x2.2x
Tue, 30 Apr 2024CHF 94.6bCHF 46.8bCHF 5.0b16.6x19.1x2x
Thu, 28 Mar 2024CHF 99.4bCHF 46.8bCHF 4.9b15.7x20.1x2.1x
Sat, 24 Feb 2024CHF 99.4bCHF 42.1bCHF 4.8b18x20.6x2.4x
Mon, 22 Jan 2024CHF 87.3bCHF 43.8bCHF 4.9b19.4x17.8x2x
Wed, 20 Dec 2023CHF 90.3bCHF 43.8bCHF 4.9b19.9x18.4x2.1x
Fri, 17 Nov 2023CHF 84.3bCHF 44.2bCHF 5.0b19.8x17x1.9x
Sun, 15 Oct 2023CHF 80.2bCHF 43.4bCHF 4.9b20.4x16.5x1.8x
Tue, 12 Sep 2023CHF 88.7bCHF 43.5bCHF 4.9b19.1x18.1x2x
Thu, 10 Aug 2023CHF 98.8bCHF 44.4bCHF 4.9b20.7x20.1x2.2x
Sat, 08 Jul 2023CHF 106.1bCHF 41.3bCHF 4.8b21.1x22.1x2.6x
Mon, 05 Jun 2023CHF 107.2bCHF 41.3bCHF 4.8b22.2x22.4x2.6x
Price to Earnings Ratio

22.4x


Total Market Cap: CHF 107.2bTotal Earnings: CHF 4.8bTotal Revenue: CHF 41.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.4x202420252026
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 34.2x 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 2.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 11% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.6% 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 Market0.56%
Consumer Discretionary5.55%
Auto Components7.37%
Luxury5.69%
Consumer Durables3.85%
Specialty Stores3.45%
Hospitality3.21%
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 62.0x.
    • 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
CFR Compagnie Financière RichemontCHF 168.908.4%
+CHF 7.7b		9.1%PE31.5x
UHR Swatch GroupCHF 216.208.3%
+CHF 857.9m		56.0%PE3747.2x
AVOL AvoltaCHF 49.306.7%
+CHF 435.8m		11.8%PE35.1x
LMN lastminute.comCHF 13.7015.1%
+CHF 19.1m		-16.0%PE13.7x
AUTN Autoneum HoldingCHF 118.802.4%
+CHF 16.3m		-18.2%PE11.5x

Latest News

LMN
CHF 13.70
lastminute.com
7D
15.1%
1Y
-16.0%
CFR
CHF 168.90
Compagnie Financière Richemont
7D
8.4%
1Y
9.1%
KSBE
CHF 396.00
Kursaal Bern
7D
-1.0%
1Y
-3.9%
AVOL
CHF 49.30
Avolta
7D
6.7%
1Y
11.8%
UHR
CHF 216.20
Swatch Group
7D
8.3%
1Y
56.0%
AUTN
CHF 118.80
Autoneum Holding
7D
2.4%
1Y
-18.2%
CALN
CHF 17.18
CALIDA Holding
7D
-0.9%
1Y
0.8%
VZUG
CHF 40.00
V-ZUG Holding
7D
0.6%
1Y
-45.9%
FTON
CHF 10.45
Feintool International Holding
7D
11.2%
1Y
-12.9%
MOZN
CHF 14.94
mobilezone holding ag
7D
0.5%
1Y
28.1%
TIBN
CHF 50.20
Bergbahnen Engelberg-Trübsee-Titlis
7D
-3.1%
1Y
20.4%