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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies11
  • 7D1.6%
  • 3M17.4%
  • 1Y11.8%
  • YTD-0.9%

The Consumer Discretionary industry has been flat over the last week, but Swatch Group has lost 6.0%. As for the the longer term, the industry is up 11% over the past 12 months. Earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Jun 2026CHF 118.5bCHF 46.1bCHF 3.5b21.9x34.2x2.6x
Sat, 09 May 2026CHF 112.6bCHF 45.5bCHF 3.8b22.8x29.9x2.5x
Mon, 06 Apr 2026CHF 102.4bCHF 45.6bCHF 3.8b21.4x27x2.2x
Wed, 04 Mar 2026CHF 100.9bCHF 44.4bCHF 3.7b17.8x27.4x2.3x
Fri, 30 Jan 2026CHF 103.7bCHF 44.7bCHF 3.7b21.3x27.8x2.3x
Sun, 28 Dec 2025CHF 117.5bCHF 45.0bCHF 3.8b18.4x31x2.6x
Tue, 25 Nov 2025CHF 114.5bCHF 45.0bCHF 3.8b17.4x30.2x2.5x
Thu, 23 Oct 2025CHF 110.9bCHF 44.3bCHF 3.7b18.6x29.9x2.5x
Sat, 20 Sep 2025CHF 104.0bCHF 44.5bCHF 3.7b19.1x27.8x2.3x
Mon, 18 Aug 2025CHF 93.2bCHF 44.7bCHF 3.8b21.6x24.7x2.1x
Wed, 16 Jul 2025CHF 102.5bCHF 44.6bCHF 3.9b22.3x26.6x2.3x
Fri, 13 Jun 2025CHF 106.5bCHF 44.8bCHF 3.9b23.6x27.4x2.4x
Sun, 11 May 2025CHF 101.2bCHF 44.5bCHF 3.5b27x28.7x2.3x
Tue, 08 Apr 2025CHF 89.4bCHF 44.5bCHF 3.5b20.9x25.3x2x
Thu, 06 Mar 2025CHF 124.1bCHF 44.7bCHF 3.6b28.5x34.4x2.8x
Sat, 01 Feb 2025CHF 121.4bCHF 45.2bCHF 3.9b21.1x31.2x2.7x
Mon, 30 Dec 2024CHF 97.0bCHF 45.1bCHF 3.9b20.8x25.1x2.1x
Wed, 27 Nov 2024CHF 87.3bCHF 44.9bCHF 3.8b18.8x22.8x1.9x
Fri, 25 Oct 2024CHF 92.5bCHF 45.2bCHF 4.3b21.9x21.7x2x
Sun, 22 Sep 2024CHF 82.6bCHF 45.4bCHF 4.3b21.3x19.3x1.8x
Tue, 20 Aug 2024CHF 96.7bCHF 45.6bCHF 4.3b22.2x22.3x2.1x
Thu, 18 Jul 2024CHF 97.8bCHF 46.1bCHF 4.4b17.4x22.3x2.1x
Sat, 15 Jun 2024CHF 102.8bCHF 46.4bCHF 4.7b16x21.9x2.2x
Mon, 13 May 2024CHF 98.5bCHF 46.8bCHF 5.0b16.6x19.8x2.1x
Wed, 10 Apr 2024CHF 98.1bCHF 46.9bCHF 5.0b17x19.7x2.1x
Fri, 08 Mar 2024CHF 103.3bCHF 42.2bCHF 4.8b14.4x21.5x2.4x
Sun, 04 Feb 2024CHF 94.3bCHF 43.6bCHF 4.8b18.6x19.8x2.2x
Tue, 02 Jan 2024CHF 88.3bCHF 43.5bCHF 4.8b19.8x18.3x2x
Thu, 30 Nov 2023CHF 82.5bCHF 44.1bCHF 5.0b20.3x16.6x1.9x
Sat, 28 Oct 2023CHF 79.3bCHF 43.5bCHF 4.9b19.3x16.2x1.8x
Mon, 25 Sep 2023CHF 88.1bCHF 43.7bCHF 4.9b18.4x17.8x2x
Wed, 23 Aug 2023CHF 92.5bCHF 43.3bCHF 4.8b20.1x19.2x2.1x
Fri, 21 Jul 2023CHF 102.6bCHF 41.6bCHF 4.9b20.8x20.8x2.5x
Sun, 18 Jun 2023CHF 109.8bCHF 41.4bCHF 4.8b22.3x22.8x2.7x
Price to Earnings Ratio

22.8x


Total Market Cap: CHF 109.8bTotal Earnings: CHF 4.8bTotal Revenue: CHF 41.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.5x202420252026
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 34.1x which is higher than its 3-year average PE of 24.5x.
  • 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 10% 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 Market1.18%
Consumer Discretionary1.56%
Luxury1.62%
Specialty Stores1.58%
Online Retail and Ecommerce0%0
Hospitality-0.83%
Consumer Durables-1.51%
Auto Components-3.96%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 61.7x.
    • Analysts are expecting annual earnings growth of 16.6%, 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 57.8x.
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 169.052.5%
+CHF 2.4b		10.1%PE31.1x
AVOL AvoltaCHF 47.761.5%
+CHF 98.4m		9.3%PE32.8x
MOZN mobilezone holding agCHF 14.982.0%
+CHF 12.9m		23.6%PS0.7x
LMN lastminute.comCHF 12.700.8%
+CHF 1.1m		-25.1%PE12.5x

Latest News

AVOL
CHF 47.76
Avolta
7D
1.5%
1Y
9.3%
LMN
CHF 12.70
lastminute.com
7D
0.8%
1Y
-25.1%
New Narrative • Jun 05

Full-Service Holidays And AI Adoption Will Transform This Travel Platform Over Time

Catalysts About lastminute.com lastminute.com is an online travel provider focused on package holidays, flights and hotels for European travelers. What are the underlying business or industry changes driving this perspective?
CFR
CHF 169.05
Compagnie Financière Richemont
7D
2.5%
1Y
10.1%
UHR
CHF 199.55
Swatch Group
7D
-6.0%
1Y
43.6%
AUTN
CHF 115.20
Autoneum Holding
7D
-4.8%
1Y
-20.8%
CALN
CHF 17.00
CALIDA Holding
7D
-0.6%
1Y
0.8%
VZUG
CHF 39.20
V-ZUG Holding
7D
-1.5%
1Y
-45.9%
MOZN
CHF 14.98
mobilezone holding ag
7D
2.0%
1Y
23.6%
TIBN
CHF 50.20
Bergbahnen Engelberg-Trübsee-Titlis
7D
-2.3%
1Y
20.4%