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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies11
  • 7D2.5%
  • 3M18.9%
  • 1Y43.3%
  • YTD11.9%

The Consumer Discretionary industry is up 2.6% in the last week, with Compagnie Financière Richemont up 2.4%. This takes the industry's 12 month performance to a gain of 44%. 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, 08 Aug 2026CHF 133.8bCHF 46.2bCHF 3.5b22.1x38.1x2.9x
Mon, 06 Jul 2026CHF 128.2bCHF 46.0bCHF 3.4b22.1x37.2x2.8x
Wed, 03 Jun 2026CHF 118.6bCHF 45.9bCHF 3.4b22.1x34.6x2.6x
Fri, 01 May 2026CHF 104.9bCHF 45.5bCHF 3.8b22.9x27.8x2.3x
Sun, 29 Mar 2026CHF 98.8bCHF 45.6bCHF 3.8b22.1x26.1x2.2x
Tue, 24 Feb 2026CHF 115.5bCHF 44.5bCHF 3.7b21.4x31.6x2.6x
Thu, 22 Jan 2026CHF 109.8bCHF 44.9bCHF 3.8b21.3x29.1x2.4x
Sat, 20 Dec 2025CHF 116.4bCHF 45.0bCHF 3.8b18.6x30.7x2.6x
Mon, 17 Nov 2025CHF 117.7bCHF 44.8bCHF 3.8b17.4x31.3x2.6x
Wed, 15 Oct 2025CHF 104.9bCHF 44.5bCHF 3.7b18.7x28.1x2.4x
Fri, 12 Sep 2025CHF 103.9bCHF 44.5bCHF 3.7b19.3x27.8x2.3x
Sun, 10 Aug 2025CHF 93.3bCHF 44.7bCHF 3.8b21.9x24.7x2.1x
Tue, 08 Jul 2025CHF 103.7bCHF 44.7bCHF 3.9b22.5x26.7x2.3x
Thu, 05 Jun 2025CHF 106.8bCHF 45.3bCHF 3.9b25.8x27.5x2.4x
Sat, 03 May 2025CHF 101.7bCHF 44.5bCHF 3.5b27.3x28.8x2.3x
Mon, 31 Mar 2025CHF 109.4bCHF 44.8bCHF 3.6b24.4x30.5x2.4x
Wed, 26 Feb 2025CHF 123.0bCHF 44.3bCHF 3.6b24.8x34.3x2.8x
Fri, 24 Jan 2025CHF 116.8bCHF 45.2bCHF 3.9b21x30.1x2.6x
Sun, 22 Dec 2024CHF 95.3bCHF 45.0bCHF 3.8b20.6x24.8x2.1x
Tue, 19 Nov 2024CHF 87.1bCHF 45.0bCHF 3.8b18.8x22.7x1.9x
Thu, 17 Oct 2024CHF 90.8bCHF 45.2bCHF 4.3b21.5x21.3x2x
Sat, 14 Sep 2024CHF 86.2bCHF 45.2bCHF 4.3b21.7x20.3x1.9x
Mon, 12 Aug 2024CHF 91.6bCHF 46.4bCHF 4.3b20.7x21.1x2x
Wed, 10 Jul 2024CHF 99.1bCHF 46.8bCHF 4.8b16x20.8x2.1x
Fri, 07 Jun 2024CHF 106.3bCHF 46.8bCHF 4.8b16.9x22.4x2.3x
Sun, 05 May 2024CHF 95.9bCHF 46.7bCHF 5.0b16.2x19.3x2.1x
Tue, 02 Apr 2024CHF 100.4bCHF 46.7bCHF 4.9b15.7x20.4x2.1x
Thu, 29 Feb 2024CHF 99.9bCHF 42.0bCHF 4.8b14.7x21x2.4x
Sat, 27 Jan 2024CHF 94.3bCHF 43.7bCHF 4.8b18.8x19.8x2.2x
Mon, 25 Dec 2023CHF 88.2bCHF 43.8bCHF 4.9b19.7x18x2x
Wed, 22 Nov 2023CHF 84.8bCHF 44.2bCHF 5.0b19.8x17x1.9x
Fri, 20 Oct 2023CHF 80.3bCHF 43.4bCHF 4.9b19.7x16.5x1.9x
Sun, 17 Sep 2023CHF 91.4bCHF 43.5bCHF 4.9b18.7x18.7x2.1x
Tue, 15 Aug 2023CHF 97.8bCHF 44.3bCHF 4.9b20.2x20x2.2x
Price to Earnings Ratio

20x


Total Market Cap: CHF 97.8bTotal Earnings: CHF 4.9bTotal Revenue: CHF 44.3bTotal 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 Market1.72%
Consumer Discretionary2.50%
Luxury2.57%
Specialty Stores2.19%
Online Retail and Ecommerce0%0
Auto Components-1.54%
Consumer Durables-1.64%
Hospitality-3.21%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 60.5x.
    • Analysts are expecting annual earnings growth of 14.7%, 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 54.9x.
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 195.452.4%
+CHF 2.7b		48.2%PE35.5x
UHR Swatch GroupCHF 189.054.9%
+CHF 455.0m		33.3%PE1092.2x
AVOL AvoltaCHF 49.582.6%
+CHF 169.4m		10.8%PE32.7x
FTON Feintool International HoldingCHF 9.900.8%
+CHF 1.2m		-15.4%PS0.2x
CALN CALIDA HoldingCHF 15.400.5%
+CHF 559.1k		8.3%PE18.8x

Latest News

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7D
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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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