Narrative Update • Jun 30

In the last week, the Leisure industry is up 2.4%, with tonies up 2.8%. This takes the industry's 12 month performance to a gain of 90%. As for the next few years, earnings are expected to grow by 51% per annum.
Has the German Leisure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 02 Jul 2026 | €1.7b | €673.7m | €12.2m | 112.2x | 142.4x | 2.6x |
| Sat, 30 May 2026 | €1.4b | €674.4m | €12.2m | 95.3x | 116.8x | 2.1x |
| Mon, 27 Apr 2026 | €1.3b | €675.1m | €12.4m | 89x | 107.9x | 2x |
| Wed, 25 Mar 2026 | €1.4b | €555.1m | €26.9m | 41.9x | 51.1x | 2.5x |
| Fri, 20 Feb 2026 | €1.5b | €555.5m | €26.9m | 46.8x | 54.5x | 2.6x |
| Sun, 18 Jan 2026 | €1.4b | €553.4m | €27.6m | 44.3x | 51.4x | 2.6x |
| Tue, 16 Dec 2025 | €1.3b | €552.9m | €27.6m | 38.2x | 45.9x | 2.3x |
| Thu, 13 Nov 2025 | €1.1b | €552.6m | €27.3m | 34.4x | 41.3x | 2x |
| Sat, 11 Oct 2025 | €1.1b | €551.3m | €26.5m | 31.1x | 43.1x | 2.1x |
| Mon, 08 Sep 2025 | €1.1b | €552.7m | €26.9m | 84.1x | 40.1x | 2x |
| Wed, 06 Aug 2025 | €904.7m | €522.7m | €12.3m | 93.1x | 73.8x | 1.7x |
| Fri, 04 Jul 2025 | €819.0m | €501.3m | €13.2m | 88.5x | 62.2x | 1.6x |
| Sun, 01 Jun 2025 | €708.3m | €503.0m | €13.2m | 59x | 53.5x | 1.4x |
| Tue, 29 Apr 2025 | €690.3m | €501.9m | €13.7m | 34.4x | 50.5x | 1.4x |
| Thu, 27 Mar 2025 | €638.3m | €416.0m | -€28,842,379.00 | 15.6x | -22.1x | 1.5x |
| Sat, 22 Feb 2025 | €758.2m | €416.0m | -€28,842,379.00 | 16.6x | -26.3x | 1.8x |
| Mon, 20 Jan 2025 | €836.0m | €416.0m | -€28,842,379.00 | 18.2x | -29x | 2x |
| Wed, 18 Dec 2024 | €887.9m | €416.0m | -€28,842,379.00 | 18.8x | -30.8x | 2.1x |
| Fri, 15 Nov 2024 | €863.2m | €416.3m | -€28,809,936.00 | 17.2x | -30x | 2.1x |
| Sun, 13 Oct 2024 | €841.3m | €416.3m | -€28,809,936.00 | 20x | -29.2x | 2x |
| Tue, 10 Sep 2024 | €737.3m | €416.3m | -€28,809,936.00 | 20.7x | -25.6x | 1.8x |
| Thu, 08 Aug 2024 | €731.0m | €384.7m | -€11,218,339.00 | 22.1x | -65.2x | 1.9x |
| Sat, 06 Jul 2024 | €856.6m | €384.7m | -€11,218,339.00 | 25.2x | -76.4x | 2.2x |
| Mon, 03 Jun 2024 | €959.4m | €450.8m | -€10,044,753.00 | 100.7x | -95.5x | 2.1x |
| Wed, 01 May 2024 | €852.8m | €426.0m | -€10,677,000.00 | 169.6x | -79.9x | 2x |
| Fri, 29 Mar 2024 | €801.1m | €375.2m | -€28,187,399.00 | 175.3x | -28.4x | 2.1x |
| Sun, 25 Feb 2024 | €820.3m | €375.2m | -€28,187,399.00 | 173x | -29.1x | 2.2x |
| Tue, 23 Jan 2024 | €837.1m | €375.2m | -€28,187,399.00 | 184.4x | -29.7x | 2.2x |
| Thu, 21 Dec 2023 | €854.2m | €375.2m | -€28,187,399.00 | 183.3x | -30.3x | 2.3x |
| Sat, 18 Nov 2023 | €842.6m | €375.2m | -€28,187,399.00 | 179.9x | -29.9x | 2.2x |
| Mon, 16 Oct 2023 | €876.0m | €375.2m | -€28,187,399.00 | 179.9x | -31.1x | 2.3x |
| Wed, 13 Sep 2023 | €820.7m | €375.2m | -€28,187,399.00 | 176.5x | -29.1x | 2.2x |
| Fri, 11 Aug 2023 | €787.0m | €346.4m | -€30,773,399.00 | 170.8x | -25.6x | 2.3x |
| Sun, 09 Jul 2023 | €813.9m | €346.4m | -€30,773,399.00 | 182.1x | -26.4x | 2.3x |
-26.4x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.57% | |
| Consumer Discretionary | -2.31% | |
| Leisure | 2.40% | |
| Leisure Products | 2.40% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TNIE tonies | €12.66 | 2.8% +€39.5m | 116.8% | PE112.2x | |
| H9Y HanseYachts | €0.79 | 8.2% +€1.1m | -41.9% | n/a | |
| ULC UNITEDLABELS | €1.09 | 4.3% +€311.9k | -31.8% | PS0.4x | |
| 9D7 Gullberg & Jansson | €1.16 | 0.9% +€87.3k | -0.9% | PS0.4x |