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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedDec 20, 2025
DataAggregated Company Financials
Companies10
  • 7D1.3%
  • 3M11.9%
  • 1Y23.0%
  • YTD23.7%

The Consumer Discretionary industry is up 1.3% in the last week, with Compagnie Financière Richemont up 1.2%. In the last 12 months, the industry was up 23%. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 20 Dec 2025CHF 116.4bCHF 45.0bCHF 3.8b18.6x30.7x2.6x
Mon, 17 Nov 2025CHF 117.7bCHF 44.8bCHF 3.8b17.4x31.3x2.6x
Wed, 15 Oct 2025CHF 104.9bCHF 44.5bCHF 3.7b18.7x28.1x2.4x
Fri, 12 Sep 2025CHF 103.9bCHF 44.5bCHF 3.7b19.3x27.8x2.3x
Sun, 10 Aug 2025CHF 93.3bCHF 44.7bCHF 3.8b21.9x24.7x2.1x
Tue, 08 Jul 2025CHF 103.7bCHF 44.7bCHF 3.9b22.5x26.7x2.3x
Thu, 05 Jun 2025CHF 106.8bCHF 45.3bCHF 3.9b25.8x27.5x2.4x
Sat, 03 May 2025CHF 101.7bCHF 44.5bCHF 3.5b27.3x28.8x2.3x
Mon, 31 Mar 2025CHF 109.4bCHF 44.8bCHF 3.6b24.4x30.5x2.4x
Wed, 26 Feb 2025CHF 123.0bCHF 44.3bCHF 3.6b24.8x34.3x2.8x
Fri, 24 Jan 2025CHF 116.8bCHF 45.2bCHF 3.9b21x30.1x2.6x
Sun, 22 Dec 2024CHF 95.3bCHF 45.0bCHF 3.8b20.6x24.8x2.1x
Tue, 19 Nov 2024CHF 87.1bCHF 45.0bCHF 3.8b18.8x22.7x1.9x
Thu, 17 Oct 2024CHF 90.8bCHF 45.2bCHF 4.3b21.5x21.3x2x
Sat, 14 Sep 2024CHF 86.2bCHF 45.2bCHF 4.3b21.7x20.3x1.9x
Mon, 12 Aug 2024CHF 91.6bCHF 46.4bCHF 4.3b20.7x21.1x2x
Wed, 10 Jul 2024CHF 99.1bCHF 46.8bCHF 4.8b16x20.8x2.1x
Fri, 07 Jun 2024CHF 106.3bCHF 46.8bCHF 4.8b16.9x22.4x2.3x
Sun, 05 May 2024CHF 95.9bCHF 46.7bCHF 5.0b16.2x19.3x2.1x
Tue, 02 Apr 2024CHF 100.4bCHF 46.7bCHF 4.9b15.7x20.4x2.1x
Thu, 29 Feb 2024CHF 99.9bCHF 42.0bCHF 4.8b14.7x21x2.4x
Sat, 27 Jan 2024CHF 94.3bCHF 43.7bCHF 4.8b18.8x19.8x2.2x
Mon, 25 Dec 2023CHF 88.2bCHF 43.8bCHF 4.9b19.7x18x2x
Wed, 22 Nov 2023CHF 84.8bCHF 44.2bCHF 5.0b19.8x17x1.9x
Fri, 20 Oct 2023CHF 80.3bCHF 43.4bCHF 4.9b19.7x16.5x1.9x
Sun, 17 Sep 2023CHF 91.4bCHF 43.5bCHF 4.9b18.7x18.7x2.1x
Tue, 15 Aug 2023CHF 97.8bCHF 44.3bCHF 4.9b20.2x20x2.2x
Thu, 13 Jul 2023CHF 111.0bCHF 41.2bCHF 4.8b22.1x23.3x2.7x
Sat, 10 Jun 2023CHF 104.9bCHF 41.3bCHF 4.8b21.6x21.9x2.5x
Mon, 08 May 2023CHF 108.9bCHF 42.6bCHF 3.7b20x29.7x2.6x
Wed, 05 Apr 2023CHF 107.0bCHF 42.8bCHF 3.7b21.7x29x2.5x
Fri, 03 Mar 2023CHF 108.7bCHF 41.3bCHF 3.7b24.2x29.1x2.6x
Sun, 29 Jan 2023CHF 106.0bCHF 41.6bCHF 3.7b23.3x28.3x2.5x
Tue, 27 Dec 2022CHF 87.4bCHF 41.2bCHF 3.7b24.4x23.5x2.1x
Price to Earnings Ratio

23.5x


Total Market Cap: CHF 87.4bTotal Earnings: CHF 3.7bTotal Revenue: CHF 41.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.2x202320242025
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 30.7x which is higher than its 3-year average PE of 24.2x.
  • 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 3.0% 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 and as a result, profits have held steady.

Industry Trends

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

CH Market1.95%
Consumer Discretionary1.28%
Consumer Durables6.50%
Hospitality2.48%
Specialty Stores1.51%
Luxury1.27%
Online Retail and Ecommerce0%0
Auto Components-0.00091%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 28.0%, which is lower than the prior year's growth of 70.8% per year.
  • Investors are most pessimistic about the Hospitality industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 28% over the next 5 years.
  • However this is lower than its past earnings growth rate of 71% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 4.0% 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 168.301.2%
+CHF 1.1b		24.9%PE27.7x
UHR Swatch GroupCHF 168.052.4%
+CHF 201.9m		4.0%PE145x
AVOL AvoltaCHF 47.001.5%
+CHF 101.6m		30.0%PE57.8x
MOZN mobilezone holding agCHF 12.904.5%
+CHF 24.2m		28.2%PE35.8x
VZUG V-ZUG HoldingCHF 42.606.5%
+CHF 16.7m		-14.1%PE19.2x

Latest News

AVOL
CHF 47.00
Avolta
7D
1.5%
1Y
30.0%
FTON
CHF 10.70
Feintool International Holding
7D
5.4%
1Y
-20.7%

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AUTN
CHF 166.80
Autoneum Holding
7D
-0.8%
1Y
43.1%
CFR
CHF 168.30
Compagnie Financière Richemont
7D
1.2%
1Y
24.9%
VZUG
CHF 42.60
V-ZUG Holding
7D
6.5%
1Y
-14.1%
MOZN
CHF 12.90
mobilezone holding ag
7D
4.5%
1Y
28.2%
UHR
CHF 168.05
Swatch Group
7D
2.4%
1Y
4.0%

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7D
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1Y
41.4%
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CHF 11.58
CALIDA Holding
7D
-3.5%
1Y
-47.2%
KSBE
CHF 369.00
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1Y
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