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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedJul 23, 2026
DataAggregated Company Financials
Companies11
  • 7D-1.6%
  • 3M24.3%
  • 1Y33.1%
  • YTD11.0%

Over the last 7 days, the Consumer Discretionary industry has risen 5.7%, driven by gains from Compagnie Financière Richemont of 7.8%. In the same time, Swatch Group was down 8.2%. This means that the industry has gained 37% over the past year. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Jul 2026CHF 132.7bCHF 46.3bCHF 3.5b21.6x38x2.9x
Sat, 20 Jun 2026CHF 128.2bCHF 46.2bCHF 3.5b21.3x36.9x2.8x
Mon, 18 May 2026CHF 110.3bCHF 45.5bCHF 3.8b22.1x29.3x2.4x
Wed, 15 Apr 2026CHF 111.1bCHF 45.6bCHF 3.8b22.7x29.3x2.4x
Fri, 13 Mar 2026CHF 101.1bCHF 45.2bCHF 3.7b23.2x27.2x2.2x
Sun, 08 Feb 2026CHF 110.2bCHF 44.6bCHF 3.7b22.1x30x2.5x
Tue, 06 Jan 2026CHF 119.3bCHF 44.9bCHF 3.8b18.9x31.6x2.7x
Thu, 04 Dec 2025CHF 119.0bCHF 45.1bCHF 3.8b17.6x31.3x2.6x
Sat, 01 Nov 2025CHF 109.9bCHF 44.4bCHF 3.7b17.9x29.6x2.5x
Mon, 29 Sep 2025CHF 103.8bCHF 44.5bCHF 3.7b18.9x27.8x2.3x
Wed, 27 Aug 2025CHF 94.8bCHF 44.5bCHF 3.7b20.6x25.3x2.1x
Fri, 25 Jul 2025CHF 98.5bCHF 44.3bCHF 3.7b20x26.3x2.2x
Sun, 22 Jun 2025CHF 101.8bCHF 44.9bCHF 3.9b22.2x26.1x2.3x
Tue, 20 May 2025CHF 113.8bCHF 45.4bCHF 3.9b27.6x29.3x2.5x
Thu, 17 Apr 2025CHF 94.1bCHF 44.3bCHF 3.5b22.5x26.9x2.1x
Sat, 15 Mar 2025CHF 114.7bCHF 45.0bCHF 3.6b24.1x31.7x2.5x
Mon, 10 Feb 2025CHF 120.0bCHF 44.5bCHF 3.5b23.2x33.9x2.7x
Wed, 08 Jan 2025CHF 98.8bCHF 45.2bCHF 3.9b21.2x25.5x2.2x
Fri, 06 Dec 2024CHF 90.7bCHF 44.9bCHF 3.8b19.9x23.7x2x
Sun, 03 Nov 2024CHF 91.2bCHF 45.3bCHF 4.3b21x21.3x2x
Tue, 01 Oct 2024CHF 95.9bCHF 45.3bCHF 4.3b21.7x22.5x2.1x
Thu, 29 Aug 2024CHF 95.0bCHF 45.2bCHF 4.2b22.4x22.4x2.1x
Sat, 27 Jul 2024CHF 97.0bCHF 46.1bCHF 4.4b21.7x22.3x2.1x
Mon, 24 Jun 2024CHF 100.1bCHF 46.5bCHF 4.7b15.5x21.3x2.2x
Wed, 22 May 2024CHF 103.0bCHF 47.2bCHF 4.9b16.5x21.2x2.2x
Fri, 19 Apr 2024CHF 93.6bCHF 46.7bCHF 4.9b16.5x18.9x2x
Sun, 17 Mar 2024CHF 104.8bCHF 46.5bCHF 4.9b15x21.5x2.3x
Tue, 13 Feb 2024CHF 97.9bCHF 41.9bCHF 4.8b17.3x20.5x2.3x
Thu, 11 Jan 2024CHF 85.5bCHF 43.6bCHF 4.9b19.1x17.6x2x
Sat, 09 Dec 2023CHF 87.9bCHF 43.9bCHF 4.9b20x17.9x2x
Mon, 06 Nov 2023CHF 84.8bCHF 43.7bCHF 4.9b20.1x17.2x1.9x
Wed, 04 Oct 2023CHF 84.3bCHF 43.6bCHF 4.9b18.7x17.1x1.9x
Fri, 01 Sep 2023CHF 93.9bCHF 43.6bCHF 4.9b19.9x19.1x2.2x
Sun, 30 Jul 2023CHF 105.0bCHF 41.4bCHF 4.9b21.2x21.4x2.5x
Price to Earnings Ratio

21.4x


Total Market Cap: CHF 105.0bTotal Earnings: CHF 4.9bTotal Revenue: CHF 41.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 25.1x202420252026
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 38.7x which is higher than its 3-year average PE of 25.1x.
  • 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 3.7% 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-0.21%
Consumer Discretionary-1.61%
Consumer Durables4.37%
Hospitality0.34%
Online Retail and Ecommerce0%0
Luxury-1.47%
Auto Components-3.34%
Specialty Stores-4.12%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 61.0x.
    • Analysts are expecting annual earnings growth of 12.4%, 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 55.8x.
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 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
MOZN mobilezone holding agCHF 14.802.4%
+CHF 14.7m		29.8%PS0.7x
VZUG V-ZUG HoldingCHF 43.004.4%
+CHF 11.5m		-19.2%PE22.7x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 49.600.4%
+CHF 670.1k		17.3%PE21.6x
LMN lastminute.comCHF 13.150.4%
+CHF 530.4k		-17.8%PE12.9x

Latest News

UHR
CHF 176.70
Swatch Group
7D
-15.8%
1Y
15.0%
AUTN
CHF 109.80
Autoneum Holding
7D
-3.7%
1Y
-27.0%
Narrative Update • Jul 16

AUTN: Higher Margin Outlook Will Support Stronger Future Earnings Potential

Analysts have adjusted their price target for Autoneum Holding to CHF 156 from CHF 175, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E levels. What’s in the News for Autoneum Holding No recent Autoneum Holding news items were identified in the provided sources, so the latest company specific developments are not available in this summary.
CALN
CHF 17.66
CALIDA Holding
7D
-5.8%
1Y
15.6%
CFR
CHF 195.40
Compagnie Financière Richemont
7D
-0.1%
1Y
37.8%
FTON
CHF 9.34
Feintool International Holding
7D
-1.7%
1Y
-25.0%
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
0.4%
1Y
-17.8%
AVOL
CHF 46.88
Avolta
7D
-4.7%
1Y
8.2%
VZUG
CHF 43.00
V-ZUG Holding
7D
4.4%
1Y
-19.2%
MOZN
CHF 14.80
mobilezone holding ag
7D
2.4%
1Y
29.8%
TIBN
CHF 49.60
Bergbahnen Engelberg-Trübsee-Titlis
7D
0.4%
1Y
17.3%