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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies11
  • 7D-0.9%
  • 3M17.2%
  • 1Y21.6%
  • YTD5.5%

Over the last 7 days, the Consumer Discretionary industry has remained flat. As for the the longer term, the industry is up 22% over the past 12 months. Looking forward, 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, 09 Jul 2026CHF 126.1bCHF 46.1bCHF 3.5b22x36.5x2.7x
Sat, 06 Jun 2026CHF 116.2bCHF 46.0bCHF 3.4b22.1x33.8x2.5x
Mon, 04 May 2026CHF 104.9bCHF 45.5bCHF 3.8b22.9x27.8x2.3x
Wed, 01 Apr 2026CHF 99.3bCHF 45.7bCHF 3.8b21.4x26.1x2.2x
Fri, 27 Feb 2026CHF 115.1bCHF 44.5bCHF 3.7b20.9x31.5x2.6x
Sun, 25 Jan 2026CHF 108.3bCHF 44.9bCHF 3.8b21.6x28.8x2.4x
Tue, 23 Dec 2025CHF 116.3bCHF 45.0bCHF 3.8b18.5x30.7x2.6x
Thu, 20 Nov 2025CHF 111.6bCHF 44.9bCHF 3.8b17.4x29.5x2.5x
Sat, 18 Oct 2025CHF 110.8bCHF 44.4bCHF 3.7b18.9x29.9x2.5x
Mon, 15 Sep 2025CHF 103.6bCHF 44.5bCHF 3.7b19.4x27.7x2.3x
Wed, 13 Aug 2025CHF 92.1bCHF 44.7bCHF 3.8b21.6x24.4x2.1x
Fri, 11 Jul 2025CHF 104.8bCHF 44.7bCHF 3.9b22.6x27.1x2.3x
Sun, 08 Jun 2025CHF 104.6bCHF 44.8bCHF 3.9b23.7x26.9x2.3x
Tue, 06 May 2025CHF 101.1bCHF 44.4bCHF 3.5b27.2x28.8x2.3x
Thu, 03 Apr 2025CHF 106.4bCHF 45.0bCHF 3.6b23.8x29.6x2.4x
Sat, 01 Mar 2025CHF 124.3bCHF 44.2bCHF 3.5b29.1x35.2x2.8x
Mon, 27 Jan 2025CHF 118.0bCHF 45.4bCHF 3.9b21.1x30.2x2.6x
Wed, 25 Dec 2024CHF 96.1bCHF 45.1bCHF 3.9b20.6x24.9x2.1x
Fri, 22 Nov 2024CHF 84.6bCHF 44.9bCHF 3.8b18.6x22.1x1.9x
Sun, 20 Oct 2024CHF 91.4bCHF 45.2bCHF 4.3b21.3x21.4x2x
Tue, 17 Sep 2024CHF 85.1bCHF 45.3bCHF 4.3b21.3x20x1.9x
Thu, 15 Aug 2024CHF 93.7bCHF 46.6bCHF 4.4b21x21.5x2x
Sat, 13 Jul 2024CHF 102.6bCHF 46.9bCHF 4.8b16.2x21.5x2.2x
Mon, 10 Jun 2024CHF 106.8bCHF 46.8bCHF 4.7b16.7x22.5x2.3x
Wed, 08 May 2024CHF 96.7bCHF 46.8bCHF 5.0b16.7x19.5x2.1x
Fri, 05 Apr 2024CHF 100.8bCHF 46.8bCHF 5.0b17.5x20.3x2.2x
Sun, 03 Mar 2024CHF 102.6bCHF 42.1bCHF 4.8b14.6x21.5x2.4x
Tue, 30 Jan 2024CHF 94.3bCHF 43.6bCHF 4.7b18.9x19.9x2.2x
Thu, 28 Dec 2023CHF 88.9bCHF 43.6bCHF 4.9b19.8x18.3x2x
Sat, 25 Nov 2023CHF 84.1bCHF 44.2bCHF 5.0b19.9x16.9x1.9x
Mon, 23 Oct 2023CHF 79.3bCHF 43.3bCHF 4.9b19.3x16.4x1.8x
Wed, 20 Sep 2023CHF 88.5bCHF 43.6bCHF 4.9b18.7x18x2x
Fri, 18 Aug 2023CHF 94.2bCHF 44.3bCHF 4.9b20.4x19.3x2.1x
Sun, 16 Jul 2023CHF 113.2bCHF 41.6bCHF 5.0b22.3x22.9x2.7x
Price to Earnings Ratio

22.9x


Total Market Cap: CHF 113.2bTotal Earnings: CHF 5.0bTotal Revenue: CHF 41.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.9x202420252026
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 36.5x which is higher than its 3-year average PE of 24.9x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.7x.
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 3.4% 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 Market-0.027%
Consumer Discretionary-0.89%
Auto Components2.41%
Consumer Durables1.87%
Online Retail and Ecommerce0%0
Hospitality-0.11%
Luxury-0.85%
Specialty Stores-1.83%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 61.2x.
    • Analysts are expecting annual earnings growth of 16.4%, 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 56.4x.
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 184.000.7%
+CHF 706.0m		21.4%PE33.9x
UHR Swatch GroupCHF 203.104.0%
+CHF 410.8m		47.4%PE3520.1x
MOZN mobilezone holding agCHF 14.184.9%
+CHF 28.5m		21.4%PS0.7x
LMN lastminute.comCHF 13.251.9%
+CHF 2.7m		-17.4%PE13.1x
VZUG V-ZUG HoldingCHF 40.350.7%
+CHF 1.9m		-38.5%PE37.9x

Latest News

CALN
CHF 18.86
CALIDA Holding
7D
-5.2%
1Y
19.8%
LMN
CHF 13.25
lastminute.com
7D
1.9%
1Y
-17.4%
UHR
CHF 203.10
Swatch Group
7D
4.0%
1Y
47.4%
AVOL
CHF 52.30
Avolta
7D
-4.1%
1Y
16.4%
AUTN
CHF 112.20
Autoneum Holding
7D
-2.6%
1Y
-23.4%
Narrative Update • Jun 26

None

Analysts have adjusted their price target for Autoneum Holding from CHF 159.75 to CHF 142.04, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News No recent company specific news for Autoneum Holding was identified in the provided sources.
FTON
CHF 9.64
Feintool International Holding
7D
-1.6%
1Y
-20.7%
Narrative Update • Jun 26

FTON: Higher Required Return Will Support Rebound In Future Earnings Multiple

Analysts have trimmed their price target for Feintool International Holding from CHF 14.00 to CHF 10.90, citing updated assumptions for fair value, discount rates, revenue growth, profit margins and future P/E levels. What's in the News for Feintool International Holding No recent news items, periodical reports or key developments were identified for Feintool International Holding in the provided sources.
CFR
CHF 184.00
Compagnie Financière Richemont
7D
0.7%
1Y
21.4%
Analysis Article • Jun 25

Is Now The Time To Look At Buying Compagnie Financière Richemont SA (VTX:CFR)?

Compagnie Financière Richemont SA ( VTX:CFR ) led the SWX gainers with a relatively large price hike in the past couple...
KSBE
CHF 395.00
Kursaal Bern
7D
0.8%
1Y
-0.8%
VZUG
CHF 40.35
V-ZUG Holding
7D
0.7%
1Y
-38.5%
MOZN
CHF 14.18
mobilezone holding ag
7D
4.9%
1Y
21.4%
TIBN
CHF 49.80
Bergbahnen Engelberg-Trübsee-Titlis
7D
-1.2%
1Y
16.9%