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Israeli (TA) Consumer Discretionary Sector Analysis
UpdatedDec 05, 2025
DataAggregated Company Financials
Companies49
- 7D2.3%
- 3M7.5%
- 1Y16.2%
- YTD14.1%
In the last week, the Consumer Discretionary industry is up 4.1%, with Fattal Holdings (1998) up 7.1%. In the same time, Retailors was down 5.7%. In the last 12 months, the industry was up 17%. Looking forward, earnings are forecast to grow by 36% annually.
Sector Valuation and Performance
Has the Israeli Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Dec 2025 | ₪79.5b | ₪88.4b | ₪3.2b | 15.7x | 24.8x | 0.9x |
| Sun, 02 Nov 2025 | ₪79.9b | ₪87.4b | ₪3.2b | 21.7x | 24.8x | 0.9x |
| Tue, 30 Sep 2025 | ₪72.1b | ₪87.5b | ₪3.2b | 20x | 22.3x | 0.8x |
| Thu, 28 Aug 2025 | ₪71.5b | ₪83.2b | ₪3.0b | 18.6x | 23.5x | 0.9x |
| Sat, 26 Jul 2025 | ₪74.3b | ₪82.4b | ₪3.1b | 17.8x | 23.6x | 0.9x |
| Mon, 23 Jun 2025 | ₪66.4b | ₪82.7b | ₪3.2b | 17.3x | 21x | 0.8x |
| Wed, 21 May 2025 | ₪65.9b | ₪81.5b | ₪3.3b | 16.5x | 20x | 0.8x |
| Fri, 18 Apr 2025 | ₪62.0b | ₪81.6b | ₪3.2b | 14.9x | 19.2x | 0.8x |
| Sun, 16 Mar 2025 | ₪64.5b | ₪79.1b | ₪2.9b | 14.1x | 22x | 0.8x |
| Tue, 11 Feb 2025 | ₪66.9b | ₪77.9b | ₪2.9b | 15.2x | 23.1x | 0.9x |
| Thu, 09 Jan 2025 | ₪63.1b | ₪78.1b | ₪2.9b | 14.2x | 21.4x | 0.8x |
| Sat, 07 Dec 2024 | ₪62.4b | ₪77.9b | ₪2.9b | 14.6x | 21.2x | 0.8x |
| Mon, 04 Nov 2024 | ₪54.9b | ₪76.4b | ₪2.5b | 12.1x | 21.7x | 0.7x |
| Wed, 02 Oct 2024 | ₪51.8b | ₪76.5b | ₪2.5b | 12x | 20.4x | 0.7x |
| Fri, 30 Aug 2024 | ₪52.3b | ₪76.1b | ₪2.5b | 13.4x | 20.8x | 0.7x |
| Sun, 28 Jul 2024 | ₪52.6b | ₪75.0b | ₪2.6b | 13.9x | 20.3x | 0.7x |
| Tue, 25 Jun 2024 | ₪48.3b | ₪75.1b | ₪2.6b | 12.5x | 18.6x | 0.6x |
| Thu, 23 May 2024 | ₪55.3b | ₪74.7b | ₪2.6b | 13.3x | 21.4x | 0.7x |
| Sat, 20 Apr 2024 | ₪55.6b | ₪74.9b | ₪2.5b | 13.9x | 21.9x | 0.7x |
| Mon, 18 Mar 2024 | ₪58.3b | ₪74.6b | ₪2.6b | 14.4x | 22.1x | 0.8x |
| Wed, 14 Feb 2024 | ₪55.0b | ₪74.7b | ₪2.7b | 13.5x | 20.8x | 0.7x |
| Fri, 12 Jan 2024 | ₪53.0b | ₪75.1b | ₪2.6b | 12.4x | 20.4x | 0.7x |
| Sun, 10 Dec 2023 | ₪50.9b | ₪75.0b | ₪2.7b | 12.7x | 19.1x | 0.7x |
| Tue, 07 Nov 2023 | ₪47.4b | ₪74.8b | ₪3.0b | 10.3x | 15.9x | 0.6x |
| Thu, 05 Oct 2023 | ₪52.8b | ₪74.7b | ₪3.0b | 11.7x | 17.8x | 0.7x |
| Sat, 02 Sep 2023 | ₪52.6b | ₪74.1b | ₪2.9b | 12.7x | 17.9x | 0.7x |
| Mon, 31 Jul 2023 | ₪55.2b | ₪72.9b | ₪3.3b | 13x | 16.9x | 0.8x |
| Wed, 28 Jun 2023 | ₪54.1b | ₪72.3b | ₪3.2b | 13.6x | 16.9x | 0.7x |
| Fri, 26 May 2023 | ₪52.4b | ₪70.4b | ₪3.4b | 14.1x | 15.4x | 0.7x |
| Sun, 23 Apr 2023 | ₪49.4b | ₪69.4b | ₪3.4b | 12.5x | 14.4x | 0.7x |
| Tue, 21 Mar 2023 | ₪49.5b | ₪65.4b | ₪3.8b | 11.8x | 13.1x | 0.8x |
| Thu, 16 Feb 2023 | ₪57.6b | ₪67.3b | ₪4.0b | 12.1x | 14.5x | 0.9x |
| Sat, 14 Jan 2023 | ₪57.2b | ₪67.0b | ₪4.0b | 12.2x | 14.4x | 0.9x |
| Mon, 12 Dec 2022 | ₪56.7b | ₪66.6b | ₪4.0b | 12.8x | 14.1x | 0.9x |
Price to Earnings Ratio
14.1x
Current Industry PE
- Investors are optimistic on the Israeli Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 24.9x which is higher than its 3-year average PE of 19.5x.
- The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 7.3% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.9% per year.
- This means that although more sales are being generated, 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 Israeli Consumer Discretionary sector?
| IL Market | 2.13% | |
| Consumer Discretionary | 2.30% | |
| Hospitality | 4.58% | |
| Specialty Stores | 2.14% | |
| Consumer Durables | 1.44% | |
| Consumer Services | 0.63% | |
| Luxury | 0.44% | |
| General Merchandise and Department Stores | 0.20% | |
| Auto | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Auto Components | -0.048% | |
| Retail Distributors | -5.24% | |
Industry PE
- Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 7.5x.
- Analysts are expecting annual earnings growth of 35.8%, which is higher than its past year's earnings growth of 28.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 36% over the next 5 years.
- This is better than its past earnings growth rate of 28% per year.
- In contrast, the Auto Components industry is expected to see its earnings grow by 36% 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 | |
|---|---|---|---|---|---|
| FTAL Fattal Holdings (1998) | ₪631.00 | 7.1% +₪687.3m | 15.7% | PE593.4x | |
| ISRO Isrotel | ₪136.40 | 5.0% +₪367.3m | 63.0% | PE30.3x | |
| DLTI Delta Israel Brands | ₪113.40 | 9.5% +₪245.2m | 80.2% | PE18.2x | |
| UNMI Universal Motors Israel | ₪32.73 | 5.1% +₪201.6m | n/a | PE15x | |
| DNYA Danya Cebus | ₪150.30 | 3.9% +₪183.7m | 28.6% | PE29.3x |
