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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJul 18, 2026
DataAggregated Company Financials
Companies11
  • 7D5.2%
  • 3M17.9%
  • 1Y34.9%
  • YTD11.8%

In the last week, the Consumer Discretionary industry is up 6.0%, with Compagnie Financière Richemont up 6.6%. During this same period, the Avolta underperformed, falling 9.6%. This takes the industry's 12 month performance to a gain of 35%. 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, 18 Jul 2026CHF 133.6bCHF 46.1bCHF 3.5b22.2x38.6x2.9x
Mon, 15 Jun 2026CHF 125.2bCHF 46.1bCHF 3.5b22.1x36.2x2.7x
Wed, 13 May 2026CHF 109.9bCHF 45.5bCHF 3.8b22.7x29.1x2.4x
Fri, 10 Apr 2026CHF 107.9bCHF 45.7bCHF 3.8b23x28.4x2.4x
Sun, 08 Mar 2026CHF 101.5bCHF 45.2bCHF 3.6b23.9x28x2.2x
Tue, 03 Feb 2026CHF 108.1bCHF 44.7bCHF 3.7b21.7x29.3x2.4x
Thu, 01 Jan 2026CHF 118.7bCHF 45.0bCHF 3.8b18.5x31.3x2.6x
Sat, 29 Nov 2025CHF 116.7bCHF 45.0bCHF 3.8b17.6x30.7x2.6x
Mon, 27 Oct 2025CHF 111.3bCHF 44.4bCHF 3.7b18.9x30x2.5x
Wed, 24 Sep 2025CHF 106.3bCHF 44.5bCHF 3.7b19x28.4x2.4x
Fri, 22 Aug 2025CHF 94.5bCHF 44.6bCHF 3.8b20.6x25.1x2.1x
Sun, 20 Jul 2025CHF 98.9bCHF 44.3bCHF 3.7b21.4x26.5x2.2x
Tue, 17 Jun 2025CHF 104.9bCHF 44.9bCHF 3.9b23.3x26.9x2.3x
Thu, 15 May 2025CHF 108.3bCHF 44.6bCHF 3.6b28.7x30.5x2.4x
Sat, 12 Apr 2025CHF 94.0bCHF 44.3bCHF 3.5b21.9x27x2.1x
Mon, 10 Mar 2025CHF 113.9bCHF 44.6bCHF 3.6b27.1x31.7x2.6x
Wed, 05 Feb 2025CHF 120.6bCHF 44.6bCHF 3.5b23.9x34x2.7x
Fri, 03 Jan 2025CHF 97.4bCHF 45.1bCHF 3.9b20.8x25.2x2.2x
Sun, 01 Dec 2024CHF 87.5bCHF 45.0bCHF 3.8b19.4x22.8x1.9x
Tue, 29 Oct 2024CHF 92.9bCHF 45.2bCHF 4.3b21.7x21.8x2.1x
Thu, 26 Sep 2024CHF 87.0bCHF 45.4bCHF 4.3b21x20.3x1.9x
Sat, 24 Aug 2024CHF 97.9bCHF 45.4bCHF 4.3b23x22.8x2.2x
Mon, 22 Jul 2024CHF 95.9bCHF 46.1bCHF 4.4b17.8x21.8x2.1x
Wed, 19 Jun 2024CHF 101.7bCHF 46.3bCHF 4.7b15.7x21.7x2.2x
Fri, 17 May 2024CHF 99.5bCHF 46.9bCHF 5.0b16.7x19.9x2.1x
Sun, 14 Apr 2024CHF 93.9bCHF 46.7bCHF 4.9b16.9x19x2x
Tue, 12 Mar 2024CHF 104.1bCHF 46.2bCHF 4.9b13.7x21.3x2.3x
Thu, 08 Feb 2024CHF 93.7bCHF 41.9bCHF 4.8b16.5x19.6x2.2x
Sat, 06 Jan 2024CHF 85.4bCHF 43.5bCHF 4.8b19.3x17.6x2x
Mon, 04 Dec 2023CHF 84.5bCHF 43.8bCHF 4.9b20.2x17.2x1.9x
Wed, 01 Nov 2023CHF 81.0bCHF 43.7bCHF 4.9b19.8x16.5x1.9x
Fri, 29 Sep 2023CHF 83.6bCHF 43.8bCHF 4.9b18.3x16.9x1.9x
Sun, 27 Aug 2023CHF 92.2bCHF 43.5bCHF 4.9b19.5x18.8x2.1x
Tue, 25 Jul 2023CHF 103.2bCHF 41.5bCHF 4.9b21x21x2.5x
Price to Earnings Ratio

21x


Total Market Cap: CHF 103.2bTotal Earnings: CHF 4.9bTotal Revenue: CHF 41.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 25x202420252026
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 39.1x which is higher than its 3-year average PE of 25.0x.
  • 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 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 Market0.64%
Consumer Discretionary5.15%
Luxury6.14%
Consumer Durables3.20%
Hospitality2.72%
Online Retail and Ecommerce0%0
Auto Components-4.68%
Specialty Stores-8.50%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 61.1x.
    • Analysts are expecting annual earnings growth of 15.9%, which is lower than the prior year's growth of 93.2% per year.
  • Investors are most pessimistic about the Auto Components industry, which is trading below its 3-year average of 56.0x.
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 Auto Components industry is expected to see its earnings grow by 16% 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 194.206.6%
+CHF 7.1b		37.0%PE35.7x
UHR Swatch GroupCHF 206.301.6%
+CHF 171.6m		46.9%PE3575.6x
MOZN mobilezone holding agCHF 14.824.4%
+CHF 26.7m		31.6%PS0.7x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 51.005.8%
+CHF 9.4m		20.3%PE22.2x
VZUG V-ZUG HoldingCHF 41.903.2%
+CHF 8.3m		-34.1%PE39.3x

Latest News

AUTN
CHF 107.20
Autoneum Holding
7D
-4.5%
1Y
-27.0%
Narrative Update • Jul 16

AUTN: Higher Margin Outlook Will Support Stronger Future Earnings Potential

Analysts have adjusted their price target for Autoneum Holding to CHF 156 from CHF 175, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E levels. What’s in the News for Autoneum Holding No recent Autoneum Holding news items were identified in the provided sources, so the latest company specific developments are not available in this summary.
CALN
CHF 18.54
CALIDA Holding
7D
-0.4%
1Y
21.7%
CFR
CHF 194.20
Compagnie Financière Richemont
7D
6.6%
1Y
37.0%
FTON
CHF 9.30
Feintool International Holding
7D
-5.7%
1Y
-22.5%
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 13.00
lastminute.com
7D
-0.4%
1Y
-13.3%
UHR
CHF 206.30
Swatch Group
7D
1.6%
1Y
46.9%
AVOL
CHF 47.78
Avolta
7D
-9.6%
1Y
9.6%
KSBE
CHF 400.00
Kursaal Bern
7D
1.3%
1Y
-0.4%
VZUG
CHF 41.90
V-ZUG Holding
7D
3.2%
1Y
-34.1%
MOZN
CHF 14.82
mobilezone holding ag
7D
4.4%
1Y
31.6%
TIBN
CHF 51.00
Bergbahnen Engelberg-Trübsee-Titlis
7D
5.8%
1Y
20.3%