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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedAug 22, 2026
DataAggregated Company Financials
Companies10
  • 7D-3.6%
  • 3M15.7%
  • 1Y32.7%
  • YTD6.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.6%, driven by Compagnie Financière Richemont declining 3.5%. In the past year, the industry has gained 33%. 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
Sat, 22 Aug 2026CHF 125.5bCHF 45.3bCHF 3.5b29.6x35.5x2.8x
Mon, 20 Jul 2026CHF 133.6bCHF 46.1bCHF 3.5b22.2x38.6x2.9x
Wed, 17 Jun 2026CHF 127.7bCHF 46.0bCHF 3.5b22.2x37x2.8x
Fri, 15 May 2026CHF 110.9bCHF 45.5bCHF 3.8b22.2x29.4x2.4x
Sun, 12 Apr 2026CHF 109.5bCHF 45.7bCHF 3.8b22.6x28.8x2.4x
Tue, 10 Mar 2026CHF 98.5bCHF 45.2bCHF 3.6b23.1x27.1x2.2x
Thu, 05 Feb 2026CHF 108.3bCHF 44.6bCHF 3.7b21.9x29.5x2.4x
Sat, 03 Jan 2026CHF 118.7bCHF 45.0bCHF 3.8b18.5x31.3x2.6x
Mon, 01 Dec 2025CHF 116.7bCHF 45.0bCHF 3.8b17.6x30.8x2.6x
Wed, 29 Oct 2025CHF 112.0bCHF 44.4bCHF 3.7b19.1x30.2x2.5x
Fri, 26 Sep 2025CHF 103.4bCHF 44.5bCHF 3.7b19.2x27.7x2.3x
Sun, 24 Aug 2025CHF 96.1bCHF 44.6bCHF 3.8b20.8x25.6x2.2x
Tue, 22 Jul 2025CHF 98.9bCHF 44.3bCHF 3.7b21.4x26.5x2.2x
Thu, 19 Jun 2025CHF 104.0bCHF 44.8bCHF 3.9b22.8x26.7x2.3x
Sat, 17 May 2025CHF 114.1bCHF 45.4bCHF 3.9b27.8x29.4x2.5x
Mon, 14 Apr 2025CHF 94.0bCHF 44.3bCHF 3.5b21.9x27x2.1x
Wed, 12 Mar 2025CHF 109.7bCHF 44.8bCHF 3.6b26x30.3x2.4x
Fri, 07 Feb 2025CHF 121.2bCHF 44.5bCHF 3.5b23.4x34.3x2.7x
Sun, 05 Jan 2025CHF 94.6bCHF 45.1bCHF 3.9b20.7x24.5x2.1x
Tue, 03 Dec 2024CHF 89.3bCHF 44.9bCHF 3.8b19.3x23.3x2x
Thu, 31 Oct 2024CHF 91.4bCHF 45.3bCHF 4.3b21x21.4x2x
Sat, 28 Sep 2024CHF 96.4bCHF 45.2bCHF 4.3b22.1x22.7x2.1x
Mon, 26 Aug 2024CHF 97.9bCHF 45.4bCHF 4.3b23x22.8x2.2x
Wed, 24 Jul 2024CHF 97.4bCHF 46.1bCHF 4.4b17.9x22.1x2.1x
Fri, 21 Jun 2024CHF 100.6bCHF 46.4bCHF 4.7b15.8x21.4x2.2x
Sun, 19 May 2024CHF 104.0bCHF 47.1bCHF 4.9b16.4x21.4x2.2x
Tue, 16 Apr 2024CHF 95.3bCHF 46.6bCHF 4.9b16.9x19.3x2x
Thu, 14 Mar 2024CHF 105.9bCHF 46.2bCHF 4.9b13.7x21.7x2.3x
Sat, 10 Feb 2024CHF 96.9bCHF 41.9bCHF 4.8b17x20.3x2.3x
Mon, 08 Jan 2024CHF 85.4bCHF 43.5bCHF 4.8b19.3x17.6x2x
Wed, 06 Dec 2023CHF 85.3bCHF 43.8bCHF 4.9b19.7x17.4x1.9x
Fri, 03 Nov 2023CHF 83.0bCHF 43.7bCHF 4.9b20.1x16.9x1.9x
Sun, 01 Oct 2023CHF 84.8bCHF 43.8bCHF 4.9b18.7x17.2x1.9x
Tue, 29 Aug 2023CHF 93.3bCHF 43.5bCHF 4.9b19.2x19.1x2.1x
Price to Earnings Ratio

19.1x


Total Market Cap: CHF 93.3bTotal Earnings: CHF 4.9bTotal Revenue: CHF 43.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 25.6x202420252026
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 35.5x which is higher than its 3-year average PE of 25.6x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.8x.
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 Market-0.097%
Consumer Discretionary-3.60%
Consumer Durables0.24%
Online Retail and Ecommerce0%0
Hospitality-2.66%
Auto Components-3.44%
Luxury-3.50%
Specialty Stores-5.47%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 24.8x.
    • Analysts are expecting annual earnings growth of 17.7%, which is higher than its past year's earnings decline of 7.9% per year.
  • Investors are most pessimistic about the Auto Components industry, which is trading below its 3-year average of 54.2x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 61% over the next 5 years.
  • This is better than its past earnings decline of 34% per year.
  • In contrast, the Specialty Stores 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
FTON Feintool International HoldingCHF 10.551.0%
+CHF 1.5m		-5.8%PS0.2x
VZUG V-ZUG HoldingCHF 41.300.2%
+CHF 641.2k		-10.4%PE21.8x

Latest News

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Investors Can Find Comfort In V-ZUG Holding's (VTX:VZUG) Earnings Quality

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Investors were disappointed by The Swatch Group AG's ( VTX:UHR ) latest earnings release. We did some further digging...
CFR
CHF 185.75
Compagnie Financière Richemont
7D
-3.5%
1Y
36.4%
FTON
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Feintool International Holding
7D
1.0%
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.