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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedAug 13, 2026
DataAggregated Company Financials
Companies11
  • 7D-1.3%
  • 3M20.0%
  • 1Y42.6%
  • YTD11.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by a pullback from Compagnie Financière Richemont of 1.7%. In the past year, the industry has gained 43%. As for the next few years, earnings are expected to grow by 17% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 13 Aug 2026CHF 132.8bCHF 46.3bCHF 3.5b22.1x37.7x2.9x
Sat, 11 Jul 2026CHF 127.1bCHF 46.1bCHF 3.5b21x36.7x2.8x
Mon, 08 Jun 2026CHF 116.2bCHF 46.0bCHF 3.4b22.1x33.8x2.5x
Wed, 06 May 2026CHF 103.9bCHF 45.5bCHF 3.8b23.1x27.6x2.3x
Fri, 03 Apr 2026CHF 102.4bCHF 45.6bCHF 3.8b21.4x27x2.2x
Sun, 01 Mar 2026CHF 111.5bCHF 44.4bCHF 3.7b21.5x30.3x2.5x
Tue, 27 Jan 2026CHF 106.9bCHF 44.8bCHF 3.7b21.9x28.5x2.4x
Thu, 25 Dec 2025CHF 117.5bCHF 44.9bCHF 3.8b18.4x31.1x2.6x
Sat, 22 Nov 2025CHF 112.6bCHF 45.0bCHF 3.8b17.3x29.7x2.5x
Mon, 20 Oct 2025CHF 110.8bCHF 44.4bCHF 3.7b18.9x29.9x2.5x
Wed, 17 Sep 2025CHF 105.4bCHF 44.4bCHF 3.7b19.4x28.2x2.4x
Fri, 15 Aug 2025CHF 93.6bCHF 44.6bCHF 3.8b21.3x24.9x2.1x
Sun, 13 Jul 2025CHF 103.0bCHF 44.6bCHF 3.9b22.2x26.7x2.3x
Tue, 10 Jun 2025CHF 104.6bCHF 44.8bCHF 3.9b23.7x26.9x2.3x
Thu, 08 May 2025CHF 99.9bCHF 44.4bCHF 3.5b26.8x28.4x2.2x
Sat, 05 Apr 2025CHF 93.9bCHF 44.7bCHF 3.6b21.2x26.4x2.1x
Mon, 03 Mar 2025CHF 125.3bCHF 44.2bCHF 3.5b29.1x35.5x2.8x
Wed, 29 Jan 2025CHF 118.3bCHF 45.2bCHF 3.9b21.2x30.5x2.6x
Fri, 27 Dec 2024CHF 96.1bCHF 45.1bCHF 3.9b20.6x24.9x2.1x
Sun, 24 Nov 2024CHF 85.2bCHF 44.9bCHF 3.8b18.9x22.3x1.9x
Tue, 22 Oct 2024CHF 91.1bCHF 45.2bCHF 4.3b21.6x21.4x2x
Thu, 19 Sep 2024CHF 84.7bCHF 45.3bCHF 4.3b21.5x19.9x1.9x
Sat, 17 Aug 2024CHF 95.4bCHF 46.6bCHF 4.4b21.4x21.8x2x
Mon, 15 Jul 2024CHF 102.6bCHF 46.9bCHF 4.8b16.2x21.5x2.2x
Wed, 12 Jun 2024CHF 104.8bCHF 46.7bCHF 4.7b16.5x22.1x2.2x
Fri, 10 May 2024CHF 96.8bCHF 46.8bCHF 5.0b16.6x19.5x2.1x
Sun, 07 Apr 2024CHF 98.2bCHF 46.8bCHF 5.0b17.4x19.8x2.1x
Tue, 05 Mar 2024CHF 102.0bCHF 42.2bCHF 4.8b14.5x21.3x2.4x
Thu, 01 Feb 2024CHF 94.8bCHF 43.6bCHF 4.7b18.7x20x2.2x
Sat, 30 Dec 2023CHF 88.3bCHF 43.5bCHF 4.8b19.8x18.2x2x
Mon, 27 Nov 2023CHF 84.1bCHF 44.2bCHF 5.0b19.9x16.9x1.9x
Wed, 25 Oct 2023CHF 79.9bCHF 43.4bCHF 4.9b19.3x16.4x1.8x
Fri, 22 Sep 2023CHF 86.9bCHF 43.7bCHF 4.9b18.5x17.6x2x
Sun, 20 Aug 2023CHF 93.0bCHF 44.4bCHF 4.9b19.9x19x2.1x
Price to Earnings Ratio

19x


Total Market Cap: CHF 93.0bTotal Earnings: CHF 4.9bTotal Revenue: CHF 44.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 25.4x202420252026
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 37.7x which is higher than its 3-year average PE of 25.4x.
  • 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 Market-0.50%
Consumer Discretionary-1.25%
Online Retail and Ecommerce0%0
Hospitality-0.41%
Specialty Stores-0.82%
Luxury-1.27%
Consumer Durables-1.90%
Auto Components-2.62%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 60.4x.
    • 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 54.6x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 42% 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
UHR Swatch GroupCHF 193.254.3%
+CHF 416.0m		38.6%PE1116.5x
FTON Feintool International HoldingCHF 9.822.3%
+CHF 3.2m		-11.5%PS0.2x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 50.600.4%
+CHF 670.1k		17.1%PE22.1x

Latest News

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CFR
CHF 193.70
Compagnie Financière Richemont
7D
-1.7%
1Y
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FTON
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Feintool International Holding
7D
2.3%
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.
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