Analysis Article • Aug 10
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Israeli (TA) Consumer Discretionary Sector Analysis
UpdatedSep 22, 2026
DataAggregated Company Financials
Companies48
- 7D-1.7%
- 3M-4.0%
- 1Y1.1%
- YTD-8.4%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.9%, driven by Fattal Holdings (1998) declining 5.4%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 5.9% 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 |
|---|---|---|---|---|---|---|
| Tue, 22 Sep 2026 | ₪71.8b | ₪85.6b | ₪2.3b | 15.8x | 30.7x | 0.8x |
| Thu, 20 Aug 2026 | ₪66.2b | ₪84.0b | ₪2.3b | 14.6x | 29.3x | 0.8x |
| Sat, 18 Jul 2026 | ₪70.2b | ₪83.7b | ₪2.3b | 13.2x | 30.7x | 0.8x |
| Mon, 15 Jun 2026 | ₪76.2b | ₪82.3b | ₪2.4b | 15.4x | 32.2x | 0.9x |
| Wed, 13 May 2026 | ₪76.5b | ₪81.4b | ₪2.7b | 15.4x | 28.1x | 0.9x |
| Fri, 10 Apr 2026 | ₪70.4b | ₪81.9b | ₪2.7b | 14.7x | 25.6x | 0.9x |
| Sun, 08 Mar 2026 | ₪76.6b | ₪81.3b | ₪3.1b | 13.2x | 24.8x | 0.9x |
| Tue, 03 Feb 2026 | ₪81.3b | ₪87.8b | ₪3.2b | 14.3x | 25.5x | 0.9x |
| Thu, 01 Jan 2026 | ₪78.8b | ₪87.9b | ₪3.2b | 15.1x | 24.8x | 0.9x |
| Sat, 29 Nov 2025 | ₪77.7b | ₪88.3b | ₪3.3b | 16.6x | 23.3x | 0.9x |
| Mon, 27 Oct 2025 | ₪79.6b | ₪87.5b | ₪3.2b | 22x | 24.7x | 0.9x |
| Wed, 24 Sep 2025 | ₪67.5b | ₪82.8b | ₪3.0b | 20.9x | 22.8x | 0.8x |
| Fri, 22 Aug 2025 | ₪71.9b | ₪83.4b | ₪3.2b | 17x | 22.8x | 0.9x |
| Sun, 20 Jul 2025 | ₪73.2b | ₪82.4b | ₪3.1b | 17.9x | 23.2x | 0.9x |
| Tue, 17 Jun 2025 | ₪63.6b | ₪82.8b | ₪3.2b | 16.7x | 20.1x | 0.8x |
| Thu, 15 May 2025 | ₪66.9b | ₪81.6b | ₪3.3b | 15.9x | 20.2x | 0.8x |
| Sat, 12 Apr 2025 | ₪60.7b | ₪81.6b | ₪3.2b | 14.3x | 18.8x | 0.7x |
| Mon, 10 Mar 2025 | ₪65.0b | ₪78.9b | ₪2.9b | 14.3x | 22.3x | 0.8x |
| Wed, 05 Feb 2025 | ₪64.6b | ₪77.8b | ₪2.9b | 15.6x | 22.3x | 0.8x |
| Fri, 03 Jan 2025 | ₪63.4b | ₪78.0b | ₪2.9b | 14.6x | 21.6x | 0.8x |
| Sun, 01 Dec 2024 | ₪60.1b | ₪77.9b | ₪2.9b | 14.7x | 20.6x | 0.8x |
| Tue, 29 Oct 2024 | ₪53.1b | ₪76.4b | ₪2.5b | 11.9x | 21x | 0.7x |
| Thu, 26 Sep 2024 | ₪50.9b | ₪76.4b | ₪2.5b | 12x | 20.1x | 0.7x |
| Sat, 24 Aug 2024 | ₪50.8b | ₪75.9b | ₪2.5b | 13.1x | 20.5x | 0.7x |
| Mon, 22 Jul 2024 | ₪51.9b | ₪74.9b | ₪2.6b | 13.6x | 20x | 0.7x |
| Wed, 19 Jun 2024 | ₪50.2b | ₪75.0b | ₪2.5b | 13.9x | 19.8x | 0.7x |
| Fri, 17 May 2024 | ₪55.7b | ₪74.7b | ₪2.6b | 13.7x | 21.8x | 0.7x |
| Sun, 14 Apr 2024 | ₪56.1b | ₪74.8b | ₪2.5b | 13.7x | 22.1x | 0.7x |
| Tue, 12 Mar 2024 | ₪57.7b | ₪74.5b | ₪2.6b | 14x | 21.9x | 0.8x |
| Thu, 08 Feb 2024 | ₪54.2b | ₪74.7b | ₪2.6b | 13.1x | 20.4x | 0.7x |
| Sat, 06 Jan 2024 | ₪54.3b | ₪74.9b | ₪2.6b | 12.9x | 21x | 0.7x |
| Mon, 04 Dec 2023 | ₪48.5b | ₪75.0b | ₪2.7b | 11.7x | 17.9x | 0.6x |
| Wed, 01 Nov 2023 | ₪45.7b | ₪75.2b | ₪3.0b | 9.8x | 15.3x | 0.6x |
| Fri, 29 Sep 2023 | ₪52.0b | ₪74.6b | ₪3.0b | 12x | 17.5x | 0.7x |
Price to Earnings Ratio
17.5x
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 30.7x which is higher than its 3-year average PE of 22.7x.
- The industry is trading close to its 3-year average PS ratio of 0.79x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 7.7% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.7% 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 | 0.23% | |
| Consumer Discretionary | -1.73% | |
| Consumer Services | 5.40% | |
| Retail Distributors | 2.02% | |
| Consumer Durables | 0.024% | |
| Auto | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.33% | |
| Auto Components | -0.95% | |
| Specialty Stores | -1.07% | |
| Hospitality | -2.96% | |
| General Merchandise and Department Stores | -5.23% | |
Industry PE
- Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 116x.
- Analysts are expecting annual earnings growth of 5.9%, which is higher than its past year's earnings growth of 2.3% per year.
- Investors are most pessimistic about the Retail Distributors industry, which is trading below its 3-year average of 23.0x.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 5.9% over the next 5 years.
- This is better than its past earnings growth rate of 2.3% per year.
- In contrast, the Auto Components industry is expected to see its earnings grow by 5.9% 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 | |
|---|---|---|---|---|---|
| ECP Electra Consumer Products (1970) | ₪63.57 | 6.6% +₪83.0m | -42.8% | PE12.4x | |
| TDRN Tadiran Group | ₪204.50 | 4.1% +₪68.7m | 19.9% | PE72.8x | |
| ISTA Issta | ₪98.75 | 4.5% +₪67.3m | 3.9% | PE7.8x | |
| AZRM Azorim-Investment Development & Construction | ₪16.87 | 1.3% +₪48.4m | -5.4% | PE16.4x | |
| CRSM Carasso Motors | ₪27.10 | 1.7% +₪41.6m | -28.0% | PE10x |