Have your own idea? Try our Stock Screener
Hong Kong (HSI) Consumer Discretionary Sector Analysis
UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies442
- 7D-1.2%
- 3M0.6%
- 1Y-2.9%
- YTD0.9%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.2%, driven by a pullback from Meituan of 7.7%. Meanwhile, Dongfeng Motor Group actually outperformed within the industry, gaining 7.7% in the last week. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 22% per annum.
Sector Valuation and Performance
Has the Hong Kong Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 20 Feb 2026 | HK$5.3t | HK$5.1t | HK$221.5b | 10.7x | 23.7x | 1x |
| Sun, 18 Jan 2026 | HK$5.2t | HK$5.1t | HK$221.4b | 10.4x | 23.5x | 1x |
| Tue, 16 Dec 2025 | HK$5.1t | HK$5.0t | HK$219.0b | 10.7x | 23.5x | 1x |
| Thu, 13 Nov 2025 | HK$5.4t | HK$5.0t | HK$249.2b | 11x | 21.5x | 1.1x |
| Sat, 11 Oct 2025 | HK$5.5t | HK$5.1t | HK$251.5b | 10.7x | 21.8x | 1.1x |
| Mon, 08 Sep 2025 | HK$5.4t | HK$4.7t | HK$234.8b | 10.8x | 22.9x | 1.1x |
| Wed, 06 Aug 2025 | HK$5.3t | HK$4.6t | HK$247.8b | 11.1x | 21.4x | 1.1x |
| Fri, 04 Jul 2025 | HK$5.3t | HK$4.6t | HK$247.9b | 10.6x | 21.5x | 1.2x |
| Sun, 01 Jun 2025 | HK$5.3t | HK$4.6t | HK$242.1b | 10.8x | 22.1x | 1.2x |
| Tue, 29 Apr 2025 | HK$5.0t | HK$4.5t | HK$227.9b | 10.1x | 21.9x | 1.1x |
| Thu, 27 Mar 2025 | HK$5.2t | HK$4.5t | HK$228.1b | 11.2x | 22.8x | 1.2x |
| Sat, 22 Feb 2025 | HK$4.9t | HK$4.3t | HK$201.9b | 10.7x | 24x | 1.1x |
| Mon, 20 Jan 2025 | HK$4.2t | HK$4.2t | HK$199.4b | 10x | 20.8x | 1x |
| Wed, 18 Dec 2024 | HK$4.3t | HK$4.2t | HK$198.9b | 10x | 21.8x | 1x |
| Fri, 15 Nov 2024 | HK$4.3t | HK$4.2t | HK$192.1b | 9.6x | 22.4x | 1x |
| Sun, 13 Oct 2024 | HK$4.6t | HK$4.3t | HK$195.5b | 9.8x | 23.7x | 1.1x |
| Tue, 10 Sep 2024 | HK$3.6t | HK$4.3t | HK$195.0b | 8.7x | 18.2x | 0.8x |
| Thu, 08 Aug 2024 | HK$3.4t | HK$4.1t | HK$175.9b | 8.3x | 19.5x | 0.8x |
| Sat, 06 Jul 2024 | HK$3.7t | HK$4.1t | HK$173.8b | 9.1x | 21.4x | 0.9x |
| Mon, 03 Jun 2024 | HK$3.8t | HK$4.0t | HK$173.5b | 9.3x | 22.2x | 1x |
| Wed, 01 May 2024 | HK$3.9t | HK$4.0t | HK$173.3b | 9.3x | 22.5x | 1x |
| Fri, 29 Mar 2024 | HK$3.7t | HK$4.0t | HK$178.1b | 9.1x | 20.7x | 0.9x |
| Sun, 25 Feb 2024 | HK$3.4t | HK$3.9t | HK$156.8b | 9.5x | 21.9x | 0.9x |
| Tue, 23 Jan 2024 | HK$3.1t | HK$3.9t | HK$155.1b | 8.9x | 20.2x | 0.8x |
| Thu, 21 Dec 2023 | HK$3.5t | HK$3.9t | HK$156.0b | 10.2x | 22.4x | 0.9x |
| Sat, 18 Nov 2023 | HK$3.9t | HK$3.8t | HK$150.1b | 9x | 26.3x | 1x |
| Mon, 16 Oct 2023 | HK$4.1t | HK$3.8t | HK$141.4b | 9.7x | 29.1x | 1.1x |
| Wed, 13 Sep 2023 | HK$4.3t | HK$3.8t | HK$141.0b | 9.9x | 30.6x | 1.1x |
| Fri, 11 Aug 2023 | HK$4.7t | HK$3.6t | HK$123.9b | 10.5x | 37.8x | 1.3x |
| Sun, 09 Jul 2023 | HK$4.4t | HK$3.6t | HK$116.4b | 10.6x | 37.4x | 1.2x |
| Tue, 06 Jun 2023 | HK$4.4t | HK$3.7t | HK$116.2b | 10.3x | 37.9x | 1.2x |
| Thu, 04 May 2023 | HK$4.7t | HK$3.8t | HK$109.1b | 10.5x | 42.9x | 1.2x |
| Sat, 01 Apr 2023 | HK$4.9t | HK$3.7t | HK$112.9b | 10.5x | 43.4x | 1.3x |
| Mon, 27 Feb 2023 | HK$5.2t | HK$3.6t | HK$96.3b | 10.4x | 53.6x | 1.4x |
Price to Earnings Ratio
53.6x
Current Industry PE
- Investors are relatively neutral on the Hong Kong Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 26.1x.
- The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 32% per year over the last three years.
- Revenues for these companies have grown 13% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Hong Kong Consumer Discretionary sector?
| HK Market | -1.20% | |
| Consumer Discretionary | -1.17% | |
| Auto Components | 2.51% | |
| Retail Distributors | 2.46% | |
| General Merchandise and Department Stores | 1.02% | |
| Consumer Services | 0.76% | |
| Leisure | 0.58% | |
| Luxury | 0.13% | |
| Online Retail and Ecommerce | 0% | 0 |
| Auto | -0.58% | |
| Specialty Stores | -1.70% | |
| Hospitality | -3.11% | |
| Consumer Durables | -3.82% | |
Industry PE
- Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 28.1x.
- Analysts are expecting annual earnings growth of 50.7%, which is higher than its past year's earnings decline of 1.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 51% over the next 5 years.
- This is better than its past earnings decline of 1.1% per year.
- In contrast, the Luxury 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6181 Laopu Gold | HK$787.50 | 6.6% +HK$8.7b | 43.6% | PE39x | |
| 9992 Pop Mart International Group | HK$251.20 | 1.5% +HK$5.0b | 132.4% | PE43.5x | |
| 1928 Sands China | HK$19.00 | 2.7% +HK$4.0b | 10.6% | PE22x | |
| 1929 Chow Tai Fook Jewellery Group | HK$14.18 | 1.9% +HK$2.7b | 78.1% | PE23.6x | |
| 489 Dongfeng Motor Group | HK$9.81 | 2.5% +HK$2.0b | 110.1% | PS0.6x |
