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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedAug 06, 2026
DataAggregated Company Financials
Companies11
  • 7D4.3%
  • 3M19.8%
  • 1Y46.0%
  • YTD12.6%

The Consumer Discretionary industry is up 1.7% in the last week, with Compagnie Financière Richemont up 4.6%. This means that the industry has gained 44% over the past year. As for the next few years, earnings are expected to grow by 17% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Aug 2026CHF 134.6bCHF 46.2bCHF 3.5b22.1x38.4x2.9x
Sat, 04 Jul 2026CHF 128.2bCHF 46.0bCHF 3.4b22.1x37.2x2.8x
Mon, 01 Jun 2026CHF 119.7bCHF 45.8bCHF 3.4b21.9x35x2.6x
Wed, 29 Apr 2026CHF 105.5bCHF 45.7bCHF 3.8b23.6x27.7x2.3x
Fri, 27 Mar 2026CHF 99.9bCHF 45.5bCHF 3.8b22.1x26.5x2.2x
Sun, 22 Feb 2026CHF 114.7bCHF 44.5bCHF 3.7b21.1x31.3x2.6x
Tue, 20 Jan 2026CHF 110.0bCHF 45.0bCHF 3.8b21.4x29.1x2.4x
Thu, 18 Dec 2025CHF 116.3bCHF 45.1bCHF 3.8b18.1x30.6x2.6x
Sat, 15 Nov 2025CHF 117.7bCHF 44.3bCHF 3.7b17.5x31.9x2.7x
Mon, 13 Oct 2025CHF 105.3bCHF 44.4bCHF 3.7b19.9x28.3x2.4x
Wed, 10 Sep 2025CHF 102.9bCHF 44.5bCHF 3.7b19.5x27.5x2.3x
Fri, 08 Aug 2025CHF 92.8bCHF 44.7bCHF 3.8b21.8x24.6x2.1x
Sun, 06 Jul 2025CHF 102.8bCHF 44.8bCHF 3.9b22.5x26.5x2.3x
Tue, 03 Jun 2025CHF 106.0bCHF 45.3bCHF 3.9b25.6x27.3x2.3x
Thu, 01 May 2025CHF 100.7bCHF 44.5bCHF 3.5b27x28.5x2.3x
Sat, 29 Mar 2025CHF 109.4bCHF 44.8bCHF 3.6b24.4x30.5x2.4x
Mon, 24 Feb 2025CHF 123.4bCHF 44.4bCHF 3.5b23.6x34.9x2.8x
Wed, 22 Jan 2025CHF 114.4bCHF 45.2bCHF 3.9b21.3x29.4x2.5x
Fri, 20 Dec 2024CHF 95.3bCHF 45.0bCHF 3.8b20.5x24.8x2.1x
Sun, 17 Nov 2024CHF 86.5bCHF 45.0bCHF 3.8b19.3x22.5x1.9x
Tue, 15 Oct 2024CHF 94.3bCHF 45.2bCHF 4.3b21.7x22.1x2.1x
Thu, 12 Sep 2024CHF 84.9bCHF 45.2bCHF 4.3b21.6x20x1.9x
Sat, 10 Aug 2024CHF 91.6bCHF 46.4bCHF 4.3b20.7x21.1x2x
Mon, 08 Jul 2024CHF 100.4bCHF 46.8bCHF 4.8b15.9x21.1x2.1x
Wed, 05 Jun 2024CHF 103.3bCHF 46.7bCHF 4.7b16.9x21.8x2.2x
Fri, 03 May 2024CHF 93.5bCHF 46.8bCHF 5.0b16.2x18.8x2x
Sun, 31 Mar 2024CHF 100.4bCHF 46.7bCHF 4.9b15.7x20.4x2.1x
Tue, 27 Feb 2024CHF 99.0bCHF 42.1bCHF 4.8b15x20.5x2.4x
Thu, 25 Jan 2024CHF 89.7bCHF 43.7bCHF 4.8b18.3x18.8x2.1x
Sat, 23 Dec 2023CHF 88.2bCHF 43.8bCHF 4.9b19.7x18x2x
Mon, 20 Nov 2023CHF 84.6bCHF 44.3bCHF 5.0b19.8x17x1.9x
Wed, 18 Oct 2023CHF 80.3bCHF 43.4bCHF 4.9b20.5x16.5x1.8x
Fri, 15 Sep 2023CHF 89.2bCHF 43.5bCHF 4.9b19x18.2x2.1x
Sun, 13 Aug 2023CHF 98.3bCHF 44.4bCHF 4.9b20.4x20.1x2.2x
Price to Earnings Ratio

20.1x


Total Market Cap: CHF 98.3bTotal Earnings: CHF 4.9bTotal Revenue: CHF 44.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 25.3x202420252026
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 38.2x which is higher than its 3-year average PE of 25.3x.
  • 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 10% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Market0.82%
Consumer Discretionary4.28%
Luxury4.66%
Online Retail and Ecommerce0%0
Specialty Stores-0.29%
Consumer Durables-1.98%
Auto Components-3.41%
Hospitality-4.05%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 60.6x.
    • Analysts are expecting annual earnings growth of 14.8%, which is lower than the prior year's growth of 75.4% per year.
  • Investors are most pessimistic about the Auto Components industry, which is trading below its 3-year average of 55.0x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings decline of 49% per year.
  • In contrast, the Auto Components industry is expected to see its earnings grow by 12% 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 196.152.6%
+CHF 2.9b		49.4%PE35.7x
UHR Swatch GroupCHF 188.456.5%
+CHF 595.4m		32.7%PE1088.7x
CALN CALIDA HoldingCHF 15.602.0%
+CHF 2.1m		8.6%PE19.1x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 51.600.8%
+CHF 1.3m		20.6%PE22.5x
FTON Feintool International HoldingCHF 9.880.8%
+CHF 1.2m		-15.6%PS0.2x

Latest News

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CFR
CHF 196.15
Compagnie Financière Richemont
7D
2.6%
1Y
49.4%
FTON
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Feintool International Holding
7D
0.8%
1Y
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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.
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CHF 51.60
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