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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedAug 15, 2026
DataAggregated Company Financials
Companies11
  • 7D-1.0%
  • 3M20.2%
  • 1Y41.9%
  • YTD10.8%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Swatch Group gained 3.6%. The past year has been better, since the industry has gained 43% in that time. 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
Sat, 15 Aug 2026CHF 132.4bCHF 46.4bCHF 3.5b31x37.5x2.9x
Mon, 13 Jul 2026CHF 127.1bCHF 46.1bCHF 3.5b21x36.7x2.8x
Wed, 10 Jun 2026CHF 117.9bCHF 46.1bCHF 3.5b22.3x34.1x2.6x
Fri, 08 May 2026CHF 110.0bCHF 45.5bCHF 3.8b22.8x29.2x2.4x
Sun, 05 Apr 2026CHF 102.4bCHF 45.6bCHF 3.8b21.4x27x2.2x
Tue, 03 Mar 2026CHF 111.5bCHF 44.4bCHF 3.7b21.5x30.3x2.5x
Thu, 29 Jan 2026CHF 105.0bCHF 44.7bCHF 3.7b21.5x28.1x2.3x
Sat, 27 Dec 2025CHF 117.5bCHF 44.9bCHF 3.8b18.4x31.1x2.6x
Mon, 24 Nov 2025CHF 112.6bCHF 45.0bCHF 3.8b17.3x29.7x2.5x
Wed, 22 Oct 2025CHF 111.2bCHF 44.3bCHF 3.7b18.5x30x2.5x
Fri, 19 Sep 2025CHF 104.7bCHF 44.5bCHF 3.7b19.3x28x2.4x
Sun, 17 Aug 2025CHF 93.2bCHF 44.7bCHF 3.8b21.6x24.7x2.1x
Tue, 15 Jul 2025CHF 102.2bCHF 44.6bCHF 3.9b22x26.5x2.3x
Thu, 12 Jun 2025CHF 105.9bCHF 44.9bCHF 3.9b23.6x27.1x2.4x
Sat, 10 May 2025CHF 101.2bCHF 44.5bCHF 3.5b27x28.7x2.3x
Mon, 07 Apr 2025CHF 93.9bCHF 44.7bCHF 3.6b21.2x26.4x2.1x
Wed, 05 Mar 2025CHF 123.6bCHF 44.2bCHF 3.5b28.4x35x2.8x
Fri, 31 Jan 2025CHF 119.6bCHF 45.3bCHF 3.9b21x30.7x2.6x
Sun, 29 Dec 2024CHF 97.0bCHF 45.1bCHF 3.9b20.8x25.1x2.1x
Tue, 26 Nov 2024CHF 86.9bCHF 44.9bCHF 3.8b18.8x22.7x1.9x
Thu, 24 Oct 2024CHF 90.8bCHF 45.1bCHF 4.3b21.6x21.4x2x
Sat, 21 Sep 2024CHF 82.6bCHF 45.4bCHF 4.3b21.3x19.3x1.8x
Mon, 19 Aug 2024CHF 94.8bCHF 45.6bCHF 4.3b22.3x21.9x2.1x
Wed, 17 Jul 2024CHF 98.9bCHF 46.3bCHF 4.4b17x22.4x2.1x
Fri, 14 Jun 2024CHF 106.0bCHF 46.6bCHF 4.7b16.4x22.5x2.3x
Sun, 12 May 2024CHF 98.5bCHF 46.8bCHF 5.0b16.6x19.8x2.1x
Tue, 09 Apr 2024CHF 99.0bCHF 46.9bCHF 5.0b17.3x19.8x2.1x
Thu, 07 Mar 2024CHF 101.5bCHF 42.2bCHF 4.8b14.5x21.2x2.4x
Sat, 03 Feb 2024CHF 94.3bCHF 43.6bCHF 4.8b18.6x19.8x2.2x
Mon, 01 Jan 2024CHF 88.3bCHF 43.5bCHF 4.8b19.8x18.3x2x
Wed, 29 Nov 2023CHF 81.6bCHF 44.2bCHF 5.0b20.1x16.4x1.8x
Fri, 27 Oct 2023CHF 79.2bCHF 43.4bCHF 4.9b19.2x16.3x1.8x
Sun, 24 Sep 2023CHF 88.1bCHF 43.7bCHF 4.9b18.4x17.8x2x
Tue, 22 Aug 2023CHF 92.4bCHF 43.4bCHF 4.8b20.3x19.1x2.1x
Price to Earnings Ratio

19.1x


Total Market Cap: CHF 92.4bTotal Earnings: CHF 4.8bTotal Revenue: CHF 43.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 25.4x202420252026
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 38.0x which is higher than its 3-year average PE of 25.4x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 10% 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 Market-0.85%
Consumer Discretionary-1.02%
Auto Components1.04%
Hospitality0.38%
Specialty Stores0.096%
Online Retail and Ecommerce0%0
Luxury-1.11%
Consumer Durables-1.90%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 60.3x.
    • Analysts are expecting annual earnings growth of 14.7%, which is lower than the prior year's growth of 75.4% per year.
  • Investors are most pessimistic about the Auto Components industry, which is trading below its 3-year average of 54.6x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 42% over the next 5 years.
  • This is better than its past earnings decline of 49% per year.
  • In contrast, the Auto Components 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 196.554.0%
+CHF 390.0m		41.7%PE1135.5x
AVOL AvoltaCHF 49.720.3%
+CHF 19.1m		7.5%PE32.8x
FTON Feintool International HoldingCHF 10.455.6%
+CHF 8.1m		-9.9%PS0.2x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 51.200.8%
+CHF 1.3m		18.2%PE31x
AUTN Autoneum HoldingCHF 128.200.2%
+CHF 1.2m		-14.3%PE12.1x

Latest News

TIBN
CHF 51.20
Bergbahnen Engelberg-Trübsee-Titlis
7D
0.8%
1Y
18.2%
MOZN
CHF 13.76
mobilezone holding ag
7D
-2.0%
1Y
34.4%
AUTN
CHF 128.20
Autoneum Holding
7D
0.2%
1Y
-14.3%
Analysis Article • Aug 01

Autoneum Holding AG (VTX:AUTN) Just Released Its Interim Results And Analysts Are Updating Their Estimates

It's been a pretty great week for Autoneum Holding AG ( VTX:AUTN ) shareholders, with its shares surging 20% to CHF131...
CALN
CHF 14.58
CALIDA Holding
7D
-5.3%
1Y
6.6%
Analysis Article • Aug 01

CALIDA Holding's (VTX:CALN) Solid Earnings Have Been Accounted For Conservatively

The stock was sluggish on the back of CALIDA Holding AG's ( VTX:CALN ) recent earnings report. Our analysis suggests...
AVOL
CHF 49.72
Avolta
7D
0.3%
1Y
7.5%
VZUG
CHF 41.20
V-ZUG Holding
7D
-1.9%
1Y
-14.0%
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 196.55
Swatch Group
7D
4.0%
1Y
41.7%
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...
CFR
CHF 192.45
Compagnie Financière Richemont
7D
-1.5%
1Y
46.0%
FTON
CHF 10.45
Feintool International Holding
7D
5.6%
1Y
-9.9%
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.