Narrative Update • Jun 16

The Leisure industry is up 11% in the last week, with tonies up 17%. In the last 12 months, the industry was up 93%. 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 |
|---|---|---|---|---|---|---|
| Sat, 20 Jun 2026 | €1.6b | €673.9m | €12.2m | 112.9x | 133.7x | 2.4x |
| Mon, 18 May 2026 | €1.4b | €673.9m | €12.2m | 91.4x | 112.1x | 2x |
| Wed, 15 Apr 2026 | €1.3b | €555.1m | €26.9m | 44.3x | 49.3x | 2.4x |
| Fri, 13 Mar 2026 | €1.4b | €555.2m | €26.9m | 44.6x | 51.9x | 2.5x |
| Sun, 08 Feb 2026 | €1.4b | €553.5m | €27.6m | 45.5x | 52x | 2.6x |
| Tue, 06 Jan 2026 | €1.4b | €553.3m | €27.6m | 42.8x | 49.3x | 2.5x |
| Thu, 04 Dec 2025 | €1.3b | €552.9m | €27.6m | 39.8x | 47.2x | 2.4x |
| Sat, 01 Nov 2025 | €1.2b | €551.5m | €26.5m | 36.4x | 46.6x | 2.2x |
| Mon, 29 Sep 2025 | €1.1b | €552.7m | €26.9m | 75x | 39.6x | 1.9x |
| Wed, 27 Aug 2025 | €897.2m | €552.4m | €27.0m | 81.3x | 33.3x | 1.6x |
| Fri, 25 Jul 2025 | €747.3m | €501.3m | €13.2m | 89.3x | 56.8x | 1.5x |
| Sun, 22 Jun 2025 | €778.0m | €501.3m | €13.2m | 79.9x | 59.1x | 1.6x |
| Tue, 20 May 2025 | €772.2m | €503.0m | €13.2m | 64.2x | 58.3x | 1.5x |
| Thu, 17 Apr 2025 | €652.1m | €501.9m | €13.7m | 32.6x | 47.7x | 1.3x |
| Sat, 15 Mar 2025 | €642.6m | €416.0m | -€28,842,379.00 | 16.6x | -22.3x | 1.5x |
| Mon, 10 Feb 2025 | €821.2m | €416.0m | -€28,842,379.00 | 17.8x | -28.5x | 2x |
| Wed, 08 Jan 2025 | €870.6m | €416.0m | -€28,842,379.00 | 19.1x | -30.2x | 2.1x |
| Fri, 06 Dec 2024 | €919.4m | €416.0m | -€28,842,381.00 | 18.2x | -31.9x | 2.2x |
| Sun, 03 Nov 2024 | €944.6m | €416.3m | -€28,809,936.00 | 17.2x | -32.8x | 2.3x |
| Tue, 01 Oct 2024 | €786.3m | €416.3m | -€28,809,936.00 | 19.3x | -27.3x | 1.9x |
| Thu, 29 Aug 2024 | €821.6m | €418.4m | -€28,839,339.00 | 23x | -28.5x | 2x |
| Sat, 27 Jul 2024 | €743.9m | €384.7m | -€11,218,339.00 | 22.5x | -66.3x | 1.9x |
| Mon, 24 Jun 2024 | €831.3m | €384.7m | -€11,218,339.00 | 24.5x | -74.1x | 2.2x |
| Wed, 22 May 2024 | €969.3m | €450.8m | -€10,044,753.00 | 99.2x | -96.5x | 2.2x |
| Fri, 19 Apr 2024 | €877.1m | €426.0m | -€10,677,000.00 | 174.2x | -82.1x | 2.1x |
| Sun, 17 Mar 2024 | €794.4m | €375.2m | -€28,187,399.00 | 173x | -28.2x | 2.1x |
| Tue, 13 Feb 2024 | €810.5m | €375.2m | -€28,187,399.00 | 176.5x | -28.8x | 2.2x |
| Thu, 11 Jan 2024 | €874.0m | €375.2m | -€28,187,399.00 | 185.6x | -31x | 2.3x |
| Sat, 09 Dec 2023 | €843.4m | €375.2m | -€28,187,399.00 | 181x | -29.9x | 2.2x |
| Mon, 06 Nov 2023 | €870.3m | €375.2m | -€28,187,399.00 | 181x | -30.9x | 2.3x |
| Wed, 04 Oct 2023 | €815.6m | €375.2m | -€28,187,399.00 | 177.6x | -28.9x | 2.2x |
| Fri, 01 Sep 2023 | €837.6m | €375.2m | -€28,187,399.00 | 165.1x | -29.7x | 2.2x |
| Sun, 30 Jul 2023 | €815.1m | €346.4m | -€30,773,399.00 | 170.8x | -26.5x | 2.4x |
| Tue, 27 Jun 2023 | €849.1m | €346.4m | -€30,773,399.00 | 162.8x | -27.6x | 2.5x |
-27.6x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.63% | |
| Consumer Discretionary | -4.20% | |
| Leisure | 11.30% | |
| Leisure Products | 11.30% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TNIE tonies | €12.40 | 16.8% +€203.6m | 113.1% | PE108.2x | |
| EFIT EasyMotionSkin Tec | €2.90 | 45.7% +€26.6m | 16.0% | n/a | |
| H9Y HanseYachts | €0.79 | 6.8% +€952.8k | -39.2% | n/a | |
| 9D7 Gullberg & Jansson | €1.19 | 0.8% +€87.3k | -7.4% | PS0.4x |