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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies11
  • 7D-0.5%
  • 3M0.4%
  • 1Y14.1%
  • YTD-7.6%

Over the last 7 days, the Consumer Discretionary industry has risen 2.7%, driven by gains from Compagnie Financière Richemont of 3.1%. During this same period, the mobilezone holding ag underperformed, falling 7.1%. This means that the industry has gained 18% over the past year. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 22 Apr 2026CHF 110.6bCHF 45.5bCHF 3.8b23.3x29.3x2.4x
Fri, 20 Mar 2026CHF 94.0bCHF 45.4bCHF 3.8b22x25x2.1x
Sun, 15 Feb 2026CHF 112.1bCHF 44.5bCHF 3.7b22.2x30.7x2.5x
Tue, 13 Jan 2026CHF 121.1bCHF 45.0bCHF 3.8b18.9x31.9x2.7x
Thu, 11 Dec 2025CHF 116.5bCHF 45.1bCHF 3.8b17.5x30.6x2.6x
Sat, 08 Nov 2025CHF 107.5bCHF 44.5bCHF 3.7b17.4x28.8x2.4x
Mon, 06 Oct 2025CHF 107.5bCHF 44.5bCHF 3.7b20.2x28.7x2.4x
Wed, 03 Sep 2025CHF 97.4bCHF 44.5bCHF 3.8b20.3x26x2.2x
Fri, 01 Aug 2025CHF 94.0bCHF 44.2bCHF 3.7b22.5x25.4x2.1x
Sun, 29 Jun 2025CHF 102.9bCHF 44.8bCHF 3.9b22.3x26.5x2.3x
Tue, 27 May 2025CHF 108.9bCHF 45.3bCHF 3.9b26.4x28.1x2.4x
Thu, 24 Apr 2025CHF 99.7bCHF 44.6bCHF 3.5b26.6x28.1x2.2x
Sat, 22 Mar 2025CHF 111.9bCHF 44.8bCHF 3.6b24.8x31.1x2.5x
Mon, 17 Feb 2025CHF 125.1bCHF 44.5bCHF 3.6b23.8x35.2x2.8x
Wed, 15 Jan 2025CHF 97.9bCHF 45.1bCHF 3.9b20.4x25.3x2.2x
Fri, 13 Dec 2024CHF 96.1bCHF 45.0bCHF 3.8b20.1x25x2.1x
Sun, 10 Nov 2024CHF 86.0bCHF 45.1bCHF 3.9b20.6x22.3x1.9x
Tue, 08 Oct 2024CHF 96.0bCHF 45.2bCHF 4.3b21.6x22.6x2.1x
Thu, 05 Sep 2024CHF 89.5bCHF 45.2bCHF 4.3b21.8x21x2x
Sat, 03 Aug 2024CHF 92.1bCHF 46.3bCHF 4.3b21x21.4x2x
Mon, 01 Jul 2024CHF 100.4bCHF 46.6bCHF 4.7b15.6x21.2x2.2x
Wed, 29 May 2024CHF 103.2bCHF 47.2bCHF 4.8b17.7x21.3x2.2x
Fri, 26 Apr 2024CHF 93.2bCHF 46.8bCHF 5.0b16.3x18.7x2x
Sun, 24 Mar 2024CHF 97.4bCHF 46.6bCHF 4.9b15.1x19.8x2.1x
Tue, 20 Feb 2024CHF 98.7bCHF 42.1bCHF 4.8b17.4x20.5x2.3x
Thu, 18 Jan 2024CHF 80.9bCHF 43.7bCHF 4.9b18.7x16.6x1.8x
Sat, 16 Dec 2023CHF 92.1bCHF 43.9bCHF 4.9b20.1x18.7x2.1x
Mon, 13 Nov 2023CHF 80.4bCHF 44.3bCHF 5.0b19.8x16.2x1.8x
Wed, 11 Oct 2023CHF 85.4bCHF 43.6bCHF 4.9b18.1x17.4x2x
Fri, 08 Sep 2023CHF 88.2bCHF 43.5bCHF 4.9b18.9x18x2x
Sun, 06 Aug 2023CHF 101.7bCHF 44.4bCHF 4.9b20.8x20.7x2.3x
Tue, 04 Jul 2023CHF 109.7bCHF 41.4bCHF 4.8b22.1x22.8x2.6x
Thu, 01 Jun 2023CHF 106.6bCHF 41.3bCHF 4.8b21.9x22.2x2.6x
Sat, 29 Apr 2023CHF 108.4bCHF 42.6bCHF 3.7b19.7x29.5x2.5x
Price to Earnings Ratio

29.5x


Total Market Cap: CHF 108.4bTotal Earnings: CHF 3.7bTotal Revenue: CHF 42.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 24.3x202420252026
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 29.7x which is higher than its 3-year average PE of 24.3x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
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 2.2% 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 Market-0.95%
Consumer Discretionary-0.47%
Hospitality1.39%
Auto Components0.65%
Online Retail and Ecommerce0%0
Luxury-0.33%
Consumer Durables-1.21%
Specialty Stores-2.50%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 62.5x.
    • Analysts are expecting annual earnings growth of 11.4%, 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 60.3x.
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 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
CALN CALIDA HoldingCHF 16.926.4%
+CHF 7.1m		5.1%PE16.7x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 53.402.7%
+CHF 4.7m		33.5%PE23.3x
FTON Feintool International HoldingCHF 9.503.0%
+CHF 4.1m		-5.0%PS0.2x
AUTN Autoneum HoldingCHF 117.600.2%
+CHF 1.2m		6.9%PE11.4x
KSBE Kursaal BernCHF 400.000.5%
+CHF 243.9k		17.0%PE17.8x

Latest News

CALN
CHF 16.92
CALIDA Holding
7D
6.4%
1Y
5.1%
VZUG
CHF 40.80
V-ZUG Holding
7D
-1.2%
1Y
-36.6%
AVOL
CHF 50.35
Avolta
7D
-1.9%
1Y
39.4%

AVOL: Airport Expansion And Capital Returns Will Shape Future Earnings Balance

Avolta’s updated analyst price target reflects a small fair value adjustment to CHF 53.73, as analysts point to a slightly lower revenue growth outlook, a marginally higher profit margin and recent price target increases from banks citing an improving business model in a supportive industry backdrop. Analyst Commentary Recent Street research on Avolta centers on revised price targets and rating changes that reflect shifting views on the company’s execution and the industry backdrop.
UHR
CHF 185.75
Swatch Group
7D
-0.5%
1Y
34.5%
AUTN
CHF 117.60
Autoneum Holding
7D
0.2%
1Y
6.9%

Electrification And China Expansion Will Shape Margins While Supporting A Fairly Valued Outlook

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FTON
CHF 9.50
Feintool International Holding
7D
3.0%
1Y
-5.0%
MOZN
CHF 14.00
mobilezone holding ag
7D
-8.6%
1Y
30.4%
CFR
CHF 155.85
Compagnie Financière Richemont
7D
-0.3%
1Y
11.0%
TIBN
CHF 53.40
Bergbahnen Engelberg-Trübsee-Titlis
7D
2.7%
1Y
33.5%
KSBE
CHF 400.00
Kursaal Bern
7D
0.5%
1Y
17.0%