Narrative Update • Jun 01

The Leisure industry is up 1.8% in the last week, with tonies up 2.3%. During this same period, the Gullberg & Jansson underperformed, falling 9.8%. In the last 12 months, the industry was up 51%. As for the next few years, earnings are expected to grow by 47% per annum.
Has the German Leisure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | €1.4b | €674.0m | €12.2m | 94.7x | 114.1x | 2.1x |
| Fri, 08 May 2026 | €1.3b | €675.0m | €12.4m | 89.9x | 108x | 2x |
| Sun, 05 Apr 2026 | €1.3b | €554.9m | €26.9m | 41.6x | 49.7x | 2.4x |
| Tue, 03 Mar 2026 | €1.5b | €555.5m | €26.9m | 47.6x | 55.7x | 2.7x |
| Thu, 29 Jan 2026 | €1.4b | €553.7m | €27.6m | 43.2x | 51.1x | 2.5x |
| Sat, 27 Dec 2025 | €1.4b | €553.2m | €27.6m | 42.2x | 49.2x | 2.5x |
| Mon, 24 Nov 2025 | €1.2b | €552.5m | €27.3m | 37.2x | 45.3x | 2.2x |
| Wed, 22 Oct 2025 | €1.2b | €551.6m | €26.5m | 34.8x | 44.5x | 2.1x |
| Fri, 19 Sep 2025 | €1.0b | €552.6m | €26.9m | 78.8x | 38.8x | 1.9x |
| Sun, 17 Aug 2025 | €892.1m | €522.7m | €12.3m | 92.7x | 72.8x | 1.7x |
| Tue, 15 Jul 2025 | €798.7m | €501.3m | €13.2m | 91.4x | 60.7x | 1.6x |
| Thu, 12 Jun 2025 | €740.2m | €480.5m | €13.1m | 55.4x | 56.6x | 1.5x |
| Sat, 10 May 2025 | €771.9m | €503.0m | €13.2m | 62.7x | 58.3x | 1.5x |
| Mon, 07 Apr 2025 | €595.3m | €416.0m | -€28,842,379.00 | 15.5x | -20.6x | 1.4x |
| Wed, 05 Mar 2025 | €715.1m | €416.0m | -€28,842,379.00 | 16.9x | -24.8x | 1.7x |
| Fri, 31 Jan 2025 | €821.4m | €416.0m | -€28,842,379.00 | 17.5x | -28.5x | 2x |
| Sun, 29 Dec 2024 | €877.6m | €416.0m | -€28,842,379.00 | 19.6x | -30.4x | 2.1x |
| Tue, 26 Nov 2024 | €845.7m | €416.3m | -€28,809,936.00 | 19.7x | -29.4x | 2x |
| Thu, 24 Oct 2024 | €967.8m | €416.3m | -€28,809,936.00 | 17.9x | -33.6x | 2.3x |
| Sat, 21 Sep 2024 | €753.8m | €416.3m | -€28,809,936.00 | 20x | -26.2x | 1.8x |
| Mon, 19 Aug 2024 | €805.2m | €384.7m | -€11,218,339.00 | 25x | -71.8x | 2.1x |
| Wed, 17 Jul 2024 | €807.2m | €384.7m | -€11,218,339.00 | 22.1x | -72x | 2.1x |
| Fri, 14 Jun 2024 | €876.6m | €384.7m | -€11,218,339.00 | 24.5x | -78.1x | 2.3x |
| Sun, 12 May 2024 | €866.3m | €450.8m | -€10,044,753.00 | 99.9x | -86.2x | 1.9x |
| Tue, 09 Apr 2024 | €815.9m | €352.0m | -€27,947,000.00 | 174.2x | -29.2x | 2.3x |
| Thu, 07 Mar 2024 | €822.1m | €375.2m | -€28,187,399.00 | 173x | -29.2x | 2.2x |
| Sat, 03 Feb 2024 | €845.5m | €375.2m | -€28,187,399.00 | 175.3x | -30x | 2.3x |
| Mon, 01 Jan 2024 | €870.5m | €375.2m | -€28,187,399.00 | 182.1x | -30.9x | 2.3x |
| Wed, 29 Nov 2023 | €850.6m | €375.2m | -€28,187,399.00 | 173x | -30.2x | 2.3x |
| Fri, 27 Oct 2023 | €844.2m | €375.2m | -€28,187,399.00 | 178.7x | -29.9x | 2.3x |
| Sun, 24 Sep 2023 | €810.7m | €375.2m | -€28,187,399.00 | 176.5x | -28.8x | 2.2x |
| Tue, 22 Aug 2023 | €778.4m | €346.4m | -€30,773,399.00 | 166.2x | -25.3x | 2.2x |
| Thu, 20 Jul 2023 | €794.1m | €346.4m | -€30,773,399.00 | 177.6x | -25.8x | 2.3x |
| Sat, 17 Jun 2023 | €876.1m | €346.4m | -€30,773,399.00 | 165.1x | -28.5x | 2.5x |
-28.5x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -2.87% | |
| Consumer Discretionary | -3.83% | |
| Leisure | 1.83% | |
| Leisure Products | 1.83% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TNIE tonies | €10.86 | 2.3% +€27.5m | 73.5% | PE94.7x | |
| EFIT EasyMotionSkin Tec | €1.85 | 9.5% +€4.7m | -26.0% | n/a |