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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedMar 14, 2026
DataAggregated Company Financials
Companies11
  • 7D-2.4%
  • 3M-14.1%
  • 1Y-13.5%
  • YTD-17.3%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.1%, driven by a pullback from Compagnie Financière Richemont of 3.2%. Overall the industry is down 14% in 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 14 Mar 2026CHF 98.9bCHF 45.2bCHF 3.7b23.1x26.6x2.2x
Mon, 09 Feb 2026CHF 110.2bCHF 44.6bCHF 3.7b22.1x30x2.5x
Wed, 07 Jan 2026CHF 119.6bCHF 45.0bCHF 3.8b18.9x31.6x2.7x
Fri, 05 Dec 2025CHF 119.1bCHF 45.1bCHF 3.8b17.7x31.3x2.6x
Sun, 02 Nov 2025CHF 109.9bCHF 44.4bCHF 3.7b17.9x29.6x2.5x
Tue, 30 Sep 2025CHF 105.0bCHF 44.5bCHF 3.7b19.6x28x2.4x
Thu, 28 Aug 2025CHF 98.0bCHF 44.5bCHF 3.7b20.9x26.2x2.2x
Sat, 26 Jul 2025CHF 98.3bCHF 44.3bCHF 3.7b23.5x26.3x2.2x
Mon, 23 Jun 2025CHF 101.8bCHF 44.9bCHF 3.9b22.2x26.1x2.3x
Wed, 21 May 2025CHF 113.7bCHF 45.4bCHF 3.9b27.6x29.3x2.5x
Fri, 18 Apr 2025CHF 94.9bCHF 44.4bCHF 3.5b25.6x27x2.1x
Sun, 16 Mar 2025CHF 114.7bCHF 45.0bCHF 3.6b24.1x31.7x2.5x
Tue, 11 Feb 2025CHF 120.5bCHF 44.5bCHF 3.5b23.3x34.1x2.7x
Thu, 09 Jan 2025CHF 98.8bCHF 45.1bCHF 3.9b20.6x25.6x2.2x
Sat, 07 Dec 2024CHF 93.2bCHF 44.9bCHF 3.8b19.9x24.4x2.1x
Mon, 04 Nov 2024CHF 91.2bCHF 45.3bCHF 4.3b21x21.3x2x
Wed, 02 Oct 2024CHF 93.8bCHF 45.2bCHF 4.2b21.5x22.1x2.1x
Fri, 30 Aug 2024CHF 94.9bCHF 45.2bCHF 4.2b22.2x22.3x2.1x
Sun, 28 Jul 2024CHF 97.0bCHF 46.1bCHF 4.3b21.7x22.3x2.1x
Tue, 25 Jun 2024CHF 101.2bCHF 46.5bCHF 4.7b15.5x21.5x2.2x
Thu, 23 May 2024CHF 100.9bCHF 47.2bCHF 4.9b16.3x20.7x2.1x
Sat, 20 Apr 2024CHF 93.6bCHF 46.7bCHF 4.9b16.5x18.9x2x
Mon, 18 Mar 2024CHF 104.8bCHF 46.5bCHF 4.9b15x21.5x2.3x
Wed, 14 Feb 2024CHF 96.3bCHF 42.1bCHF 4.8b17x20x2.3x
Fri, 12 Jan 2024CHF 84.3bCHF 43.6bCHF 4.9b18.7x17.3x1.9x
Sun, 10 Dec 2023CHF 87.9bCHF 43.9bCHF 4.9b20x17.9x2x
Tue, 07 Nov 2023CHF 84.0bCHF 43.7bCHF 4.9b19.8x17.1x1.9x
Thu, 05 Oct 2023CHF 84.3bCHF 43.7bCHF 4.9b18x17.1x1.9x
Sat, 02 Sep 2023CHF 93.4bCHF 43.5bCHF 4.9b19.4x19.1x2.1x
Mon, 31 Jul 2023CHF 105.0bCHF 41.4bCHF 4.9b21.2x21.4x2.5x
Wed, 28 Jun 2023CHF 107.2bCHF 41.4bCHF 4.8b22.1x22.2x2.6x
Fri, 26 May 2023CHF 105.4bCHF 41.4bCHF 4.8b20.9x21.9x2.5x
Sun, 23 Apr 2023CHF 110.3bCHF 42.5bCHF 3.7b20.2x30.1x2.6x
Tue, 21 Mar 2023CHF 102.2bCHF 42.7bCHF 3.7b23x27.8x2.4x
Price to Earnings Ratio

27.8x


Total Market Cap: CHF 102.2bTotal Earnings: CHF 3.7bTotal Revenue: CHF 42.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.4x202420252026
Current Industry PE
  • Investors are relatively neutral on the Swiss Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 24.4x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

Which industries have driven the changes within the Swiss Consumer Discretionary sector?

CH Market-1.92%
Consumer Discretionary-2.41%
Specialty Stores4.82%
Online Retail and Ecommerce0%0
Consumer Durables-0.52%
Auto Components-2.19%
Hospitality-2.89%
Luxury-2.97%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 62.9x.
    • Analysts are expecting annual earnings growth of 14.0%, 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 62.1x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 47% over the next 5 years.
  • This is better than its past earnings decline of 23% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 11% 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
AVOL AvoltaCHF 48.024.5%
+CHF 125.3m		25.4%PE34.1x
MOZN mobilezone holding agCHF 15.528.4%
+CHF 51.8m		21.1%PS0.7x
KSBE Kursaal BernCHF 375.001.6%
+CHF 731.8k		7.1%PE16.7x

Latest News

AUTN
CHF 117.20
Autoneum Holding
7D
-1.7%
1Y
-7.1%
AVOL
CHF 48.02
Avolta
7D
4.5%
1Y
25.4%
MOZN
CHF 15.52
mobilezone holding ag
7D
8.4%
1Y
21.1%
VZUG
CHF 38.40
V-ZUG Holding
7D
-0.5%
1Y
-36.4%
CALN
CHF 12.04
CALIDA Holding
7D
-4.3%
1Y
-43.3%
FTON
CHF 9.54
Feintool International Holding
7D
-4.6%
1Y
-17.4%
TIBN
CHF 53.00
Bergbahnen Engelberg-Trübsee-Titlis
7D
-3.3%
1Y
25.9%
UHR
CHF 170.05
Swatch Group
7D
-0.5%
1Y
2.0%
CFR
CHF 138.10
Compagnie Financière Richemont
7D
-3.2%
1Y
-17.2%
LMN
CHF 12.50
lastminute.com
7D
-3.8%
1Y
-12.6%

lastminute.com (VTX:LMN) Has A Somewhat Strained Balance Sheet

Jan 09
lastminute.com (VTX:LMN) Has A Somewhat Strained Balance Sheet
KSBE
CHF 375.00
Kursaal Bern
7D
1.6%
1Y
7.1%