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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJul 16, 2026
DataAggregated Company Financials
Companies11
  • 7D6.9%
  • 3M23.8%
  • 1Y30.2%
  • YTD12.8%

The Consumer Discretionary industry is up 6.9% in the last week, with Compagnie Financière Richemont up 8.2%. During this same period, the Avolta underperformed, falling 6.9%. This takes the industry's 12 month performance to a gain of 30%. Earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Jul 2026CHF 134.8bCHF 46.1bCHF 3.5b21.5x39x2.9x
Sat, 13 Jun 2026CHF 125.2bCHF 46.1bCHF 3.5b22.1x36.2x2.7x
Mon, 11 May 2026CHF 112.6bCHF 45.5bCHF 3.8b22.8x29.9x2.5x
Wed, 08 Apr 2026CHF 100.7bCHF 45.7bCHF 3.8b21.9x26.5x2.2x
Fri, 06 Mar 2026CHF 101.7bCHF 44.4bCHF 3.7b17.8x27.7x2.3x
Sun, 01 Feb 2026CHF 105.9bCHF 44.6bCHF 3.7b21.5x28.8x2.4x
Tue, 30 Dec 2025CHF 117.8bCHF 45.0bCHF 3.8b18.5x31.1x2.6x
Thu, 27 Nov 2025CHF 116.6bCHF 45.0bCHF 3.8b17.5x30.7x2.6x
Sat, 25 Oct 2025CHF 111.3bCHF 44.4bCHF 3.7b18.9x30x2.5x
Mon, 22 Sep 2025CHF 104.0bCHF 44.5bCHF 3.7b19.1x27.8x2.3x
Wed, 20 Aug 2025CHF 95.8bCHF 44.6bCHF 3.8b21.7x25.4x2.1x
Fri, 18 Jul 2025CHF 100.5bCHF 44.7bCHF 3.9b21.9x26x2.2x
Sun, 15 Jun 2025CHF 103.6bCHF 44.8bCHF 3.9b22.9x26.7x2.3x
Tue, 13 May 2025CHF 107.4bCHF 44.5bCHF 3.5b28.7x30.3x2.4x
Thu, 10 Apr 2025CHF 89.4bCHF 44.5bCHF 3.5b20.9x25.3x2x
Sat, 08 Mar 2025CHF 113.9bCHF 44.5bCHF 3.6b27.1x31.8x2.6x
Mon, 03 Feb 2025CHF 121.4bCHF 44.6bCHF 3.6b24.8x34.1x2.7x
Wed, 01 Jan 2025CHF 97.4bCHF 45.1bCHF 3.9b20.8x25.2x2.2x
Fri, 29 Nov 2024CHF 86.5bCHF 45.0bCHF 3.8b19x22.5x1.9x
Sun, 27 Oct 2024CHF 92.6bCHF 45.2bCHF 4.3b21.7x21.8x2.1x
Tue, 24 Sep 2024CHF 82.6bCHF 45.4bCHF 4.3b21.3x19.3x1.8x
Thu, 22 Aug 2024CHF 96.9bCHF 45.5bCHF 4.3b22.4x22.5x2.1x
Sat, 20 Jul 2024CHF 95.9bCHF 46.1bCHF 4.4b17.8x21.8x2.1x
Mon, 17 Jun 2024CHF 102.8bCHF 46.4bCHF 4.7b16x21.9x2.2x
Wed, 15 May 2024CHF 99.0bCHF 46.9bCHF 5.0b16.5x19.9x2.1x
Fri, 12 Apr 2024CHF 96.7bCHF 46.8bCHF 5.0b17x19.5x2.1x
Sun, 10 Mar 2024CHF 104.2bCHF 46.2bCHF 4.9b13.8x21.4x2.3x
Tue, 06 Feb 2024CHF 93.1bCHF 41.7bCHF 4.7b16.3x19.6x2.2x
Thu, 04 Jan 2024CHF 85.5bCHF 43.5bCHF 4.8b19.4x17.7x2x
Sat, 02 Dec 2023CHF 82.8bCHF 43.9bCHF 4.9b20.2x16.9x1.9x
Mon, 30 Oct 2023CHF 79.3bCHF 43.5bCHF 4.9b19.3x16.2x1.8x
Wed, 27 Sep 2023CHF 83.7bCHF 43.7bCHF 4.9b18.3x17x1.9x
Fri, 25 Aug 2023CHF 92.9bCHF 43.3bCHF 4.8b20.3x19.3x2.1x
Sun, 23 Jul 2023CHF 103.9bCHF 41.5bCHF 4.9b20.9x21.1x2.5x
Price to Earnings Ratio

21.1x


Total Market Cap: CHF 103.9bTotal 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 39.0x 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 3.5% 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 Market1.04%
Consumer Discretionary6.91%
Luxury7.86%
Auto Components0.90%
Consumer Durables0.61%
Online Retail and Ecommerce0%0
Hospitality-0.47%
Specialty Stores-6.16%
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 15.7%, 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 56.1x.
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 Specialty Stores 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 197.407.3%
+CHF 7.9b		36.8%PE36.2x
UHR Swatch GroupCHF 207.902.4%
+CHF 249.6m		48.1%PE3603.3x
MOZN mobilezone holding agCHF 14.965.5%
+CHF 33.6m		30.1%PS0.7x
VZUG V-ZUG HoldingCHF 41.202.1%
+CHF 5.4m		-37.2%PE38.7x
FTON Feintool International HoldingCHF 9.801.7%
+CHF 2.4m		-20.0%PS0.2x

Latest News

CALN
CHF 18.82
CALIDA Holding
7D
-0.2%
1Y
20.5%
AUTN
CHF 108.80
Autoneum Holding
7D
-3.0%
1Y
-25.6%
CFR
CHF 197.40
Compagnie Financière Richemont
7D
7.3%
1Y
36.8%
FTON
CHF 9.80
Feintool International Holding
7D
1.7%
1Y
-20.0%
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 13.15
lastminute.com
7D
-0.8%
1Y
-12.3%
UHR
CHF 207.90
Swatch Group
7D
2.4%
1Y
48.1%
AVOL
CHF 48.68
Avolta
7D
-6.9%
1Y
11.7%
KSBE
CHF 400.00
Kursaal Bern
7D
1.3%
1Y
-0.4%
VZUG
CHF 41.20
V-ZUG Holding
7D
2.1%
1Y
-37.2%
MOZN
CHF 14.96
mobilezone holding ag
7D
5.5%
1Y
30.1%