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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedSep 19, 2026
DataAggregated Company Financials
Companies10
  • 7D-3.4%
  • 3M-9.2%
  • 1Y11.7%
  • YTD-2.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.4%, driven by a pullback from Compagnie Financière Richemont of 3.5%. In the past year, the industry has gained 12%. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 19 Sep 2026CHF 115.7bCHF 45.6bCHF 3.6b29x32.3x2.5x
Mon, 17 Aug 2026CHF 131.8bCHF 45.5bCHF 3.6b31x37x2.9x
Wed, 15 Jul 2026CHF 127.2bCHF 46.1bCHF 3.5b21x36.7x2.8x
Fri, 12 Jun 2026CHF 121.4bCHF 46.0bCHF 3.5b22.1x35.2x2.6x
Sun, 10 May 2026CHF 112.6bCHF 45.5bCHF 3.8b22.8x29.9x2.5x
Tue, 07 Apr 2026CHF 102.4bCHF 45.6bCHF 3.8b21.4x27x2.2x
Thu, 05 Mar 2026CHF 103.0bCHF 44.4bCHF 3.7b17.4x28x2.3x
Sat, 31 Jan 2026CHF 105.9bCHF 44.7bCHF 3.7b21.5x28.4x2.4x
Mon, 29 Dec 2025CHF 117.5bCHF 45.0bCHF 3.8b18.4x31x2.6x
Wed, 26 Nov 2025CHF 116.2bCHF 45.1bCHF 3.8b17.4x30.5x2.6x
Fri, 24 Oct 2025CHF 112.2bCHF 44.3bCHF 3.7b18.8x30.3x2.5x
Sun, 21 Sep 2025CHF 104.0bCHF 44.5bCHF 3.7b19.1x27.8x2.3x
Tue, 19 Aug 2025CHF 93.0bCHF 44.6bCHF 3.8b20.8x24.7x2.1x
Thu, 17 Jul 2025CHF 103.5bCHF 44.7bCHF 3.9b22.3x26.8x2.3x
Sat, 14 Jun 2025CHF 103.6bCHF 44.8bCHF 3.9b22.9x26.7x2.3x
Mon, 12 May 2025CHF 101.2bCHF 44.5bCHF 3.5b27x28.7x2.3x
Wed, 09 Apr 2025CHF 93.0bCHF 44.4bCHF 3.5b21.8x26.6x2.1x
Fri, 07 Mar 2025CHF 119.8bCHF 44.6bCHF 3.6b27.9x33.3x2.7x
Sun, 02 Feb 2025CHF 121.4bCHF 44.6bCHF 3.6b24.8x34.1x2.7x
Tue, 31 Dec 2024CHF 97.4bCHF 45.2bCHF 3.9b20.8x25.1x2.2x
Thu, 28 Nov 2024CHF 87.0bCHF 45.0bCHF 3.8b18.9x22.7x1.9x
Sat, 26 Oct 2024CHF 92.6bCHF 45.2bCHF 4.3b21.7x21.7x2x
Mon, 23 Sep 2024CHF 82.6bCHF 45.4bCHF 4.3b21.3x19.3x1.8x
Wed, 21 Aug 2024CHF 96.3bCHF 45.5bCHF 4.3b22.3x22.3x2.1x
Fri, 19 Jul 2024CHF 97.1bCHF 46.1bCHF 4.4b18x22.1x2.1x
Sun, 16 Jun 2024CHF 102.8bCHF 46.4bCHF 4.7b16x21.9x2.2x
Tue, 14 May 2024CHF 97.8bCHF 46.8bCHF 5.0b16.6x19.7x2.1x
Thu, 11 Apr 2024CHF 97.8bCHF 46.9bCHF 5.0b17.1x19.6x2.1x
Sat, 09 Mar 2024CHF 103.6bCHF 42.2bCHF 4.8b14.4x21.6x2.5x
Mon, 05 Feb 2024CHF 94.3bCHF 43.6bCHF 4.8b18.6x19.8x2.2x
Wed, 03 Jan 2024CHF 88.3bCHF 43.5bCHF 4.8b19.8x18.2x2x
Fri, 01 Dec 2023CHF 82.2bCHF 44.0bCHF 4.9b20x16.7x1.9x
Sun, 29 Oct 2023CHF 79.3bCHF 43.5bCHF 4.9b19.3x16.2x1.8x
Tue, 26 Sep 2023CHF 85.9bCHF 43.7bCHF 4.9b18.7x17.4x2x
Price to Earnings Ratio

17.4x


Total Market Cap: CHF 85.9bTotal Earnings: CHF 4.9bTotal Revenue: CHF 43.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 26x202420252026
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 32.3x which is higher than its 3-year average PE of 26.0x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.5x.
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 Market0.21%
Consumer Discretionary-3.39%
Consumer Durables1.32%
Online Retail and Ecommerce0%0
Hospitality-0.22%
Auto Components-2.37%
Luxury-3.39%
Specialty Stores-4.04%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 25.3x.
    • Analysts are expecting annual earnings growth of 16.6%, 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 54.1x.
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 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
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 51.202.4%
+CHF 4.0m		15.6%PE31x
VZUG V-ZUG HoldingCHF 42.301.3%
+CHF 3.5m		0%PE22.3x
CALN CALIDA HoldingCHF 13.540.9%
+CHF 838.6k		-2.6%PE16.5x

Latest News

FTON
CHF 12.20
Feintool International Holding
7D
-0.8%
1Y
8.9%
Narrative Update • Sep 17

FTON: Revised Cash Flow Assumptions Will Shape Fairly Balanced 2026 Outlook

Analysts have updated their view on Feintool International Holding, lifting the fair value estimate from CHF 10.90 to CHF 12.25. They cited revised assumptions for revenue growth, profit margins and a lower discount rate, along with a refreshed future P/E outlook.
KSBE
CHF 390.00
Kursaal Bern
7D
-1.0%
1Y
2.6%
AVOL
CHF 41.84
Avolta
7D
-4.0%
1Y
-8.4%
CFR
CHF 168.85
Compagnie Financière Richemont
7D
-3.5%
1Y
13.3%
LMN
CHF 9.56
lastminute.com
7D
-4.0%
1Y
-40.8%
MOZN
CHF 12.40
mobilezone holding ag
7D
-0.8%
1Y
16.1%
TIBN
CHF 51.20
Bergbahnen Engelberg-Trübsee-Titlis
7D
2.4%
1Y
15.6%
AUTN
CHF 119.60
Autoneum Holding
7D
-2.8%
1Y
-27.6%
Analysis Article • Aug 01

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It's been a pretty great week for Autoneum Holding AG ( VTX:AUTN ) shareholders, with its shares surging 20% to CHF131...
CALN
CHF 13.54
CALIDA Holding
7D
0.9%
1Y
-2.6%
Analysis Article • Aug 01

CALIDA Holding's (VTX:CALN) Solid Earnings Have Been Accounted For Conservatively

The stock was sluggish on the back of CALIDA Holding AG's ( VTX:CALN ) recent earnings report. Our analysis suggests...
VZUG
CHF 42.30
V-ZUG Holding
7D
1.3%
1Y
0%
Analysis Article • Jul 30

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

Soft earnings didn't appear to concern V-ZUG Holding AG's ( VTX:VZUG ) shareholders over the last week. We did some...
UHR
CHF 176.40
Swatch Group
7D
-2.0%
1Y
17.1%
Analysis Article • Jul 29

Swatch Group's (VTX:UHR) Weak Earnings May Only Reveal A Part Of The Whole Picture

Investors were disappointed by The Swatch Group AG's ( VTX:UHR ) latest earnings release. We did some further digging...