Jamaican (JSE) Consumer Discretionary Sector Analysis
UpdatedDec 02, 2023
DataAggregated Company Financials
Companies13
- 7D1.6%
- 3M-1.1%
- 1Y-7.0%
- YTD-8.2%
In the last week, the Consumer Discretionary industry is up 1.6%, with Supreme Ventures up 2.0%. Meanwhile, Lumber Depot actually underperformed within the industry, shrinking 8.1% in the last week. In contrast, the industry has lost 7.0% in the last 12 months.
Sector Valuation and Performance
Has the Jamaican Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 02 Dec 2023 | JA$141.1b | JA$110.1b | JA$9.2b | 11.3x | 15.3x | 1.3x |
| Mon, 30 Oct 2023 | JA$143.5b | JA$106.4b | JA$9.1b | 13.8x | 15.8x | 1.3x |
| Wed, 27 Sep 2023 | JA$143.9b | JA$106.3b | JA$9.3b | 13.4x | 15.5x | 1.4x |
| Fri, 25 Aug 2023 | JA$146.4b | JA$105.7b | JA$9.3b | 13.4x | 15.8x | 1.4x |
| Sun, 23 Jul 2023 | JA$142.7b | JA$109.0b | JA$8.8b | 12.7x | 16.3x | 1.3x |
| Tue, 20 Jun 2023 | JA$140.2b | JA$104.8b | JA$8.4b | 14x | 16.7x | 1.3x |
| Thu, 18 May 2023 | JA$143.3b | JA$102.6b | JA$8.4b | 14.6x | 17.1x | 1.4x |
| Sat, 15 Apr 2023 | JA$142.2b | JA$101.9b | JA$8.5b | 14.9x | 16.7x | 1.4x |
| Mon, 13 Mar 2023 | JA$136.0b | JA$100.9b | JA$8.3b | 16.6x | 16.4x | 1.3x |
| Wed, 08 Feb 2023 | JA$142.3b | JA$97.3b | JA$8.2b | 17.9x | 17.4x | 1.5x |
| Fri, 06 Jan 2023 | JA$155.0b | JA$97.0b | JA$8.1b | 16.5x | 19.1x | 1.6x |
| Sun, 04 Dec 2022 | JA$149.1b | JA$96.9b | JA$8.1b | 18.8x | 18.3x | 1.5x |
| Tue, 01 Nov 2022 | JA$149.4b | JA$91.5b | JA$8.0b | 19.7x | 18.7x | 1.6x |
| Thu, 29 Sep 2022 | JA$149.1b | JA$89.5b | JA$7.9b | 19x | 18.9x | 1.7x |
| Sat, 27 Aug 2022 | JA$158.7b | JA$83.9b | JA$8.0b | 19.8x | 19.9x | 1.9x |
| Mon, 25 Jul 2022 | JA$163.4b | JA$81.9b | JA$7.9b | 26.8x | 20.6x | 2x |
| Wed, 22 Jun 2022 | JA$165.3b | JA$79.4b | JA$7.4b | 21.8x | 22.4x | 2.1x |
| Fri, 20 May 2022 | JA$167.2b | JA$75.2b | JA$7.4b | 26.9x | 22.7x | 2.2x |
| Sun, 17 Apr 2022 | JA$150.8b | JA$74.4b | JA$7.4b | 27.4x | 20.3x | 2x |
| Tue, 15 Mar 2022 | JA$127.9b | JA$71.2b | JA$7.2b | 26.2x | 17.8x | 1.8x |
| Thu, 10 Feb 2022 | JA$127.5b | JA$71.2b | JA$7.2b | 19.9x | 17.7x | 1.8x |
| Sat, 08 Jan 2022 | JA$113.8b | JA$71.2b | JA$7.2b | 19.4x | 15.8x | 1.6x |
| Mon, 06 Dec 2021 | JA$112.3b | JA$71.3b | JA$7.1b | 20.1x | 15.7x | 1.6x |
| Wed, 03 Nov 2021 | JA$107.4b | JA$69.8b | JA$6.7b | 26.9x | 16x | 1.5x |
| Fri, 01 Oct 2021 | JA$113.0b | JA$70.0b | JA$7.0b | 26.3x | 16.1x | 1.6x |
| Sun, 29 Aug 2021 | JA$108.8b | JA$68.9b | JA$7.0b | 27.1x | 15.5x | 1.6x |
| Mon, 05 Jul 2021 | JA$111.5b | JA$68.9b | JA$7.0b | 26.8x | 15.9x | 1.6x |
| Thu, 08 Apr 2021 | JA$91.6b | JA$57.7b | JA$5.9b | 14.9x | 15.5x | 1.6x |
| Sun, 10 Jan 2021 | JA$90.1b | JA$57.4b | JA$6.2b | 14.9x | 14.6x | 1.6x |
Price to Earnings Ratio
14.3x
Current Industry PE
- Investors are pessimistic on the Jamaican Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 15.3x which is lower than its 3-year average PE of 17.4x.
- The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 17% per year over the last three years.
- Revenues for these companies have grown 25% 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 Jamaican Consumer Discretionary sector?
| JM Market | -0.35% | |
| Consumer Discretionary | 1.63% | |
| Consumer Services | 4.19% | |
| Specialty Stores | 2.73% | |
| Hospitality | 2.39% | |
| Auto Components | 0% | |
| Auto | 0% | |
| Consumer Durables | 0% | |
| Leisure | 0% | |
| Luxury | 0% | |
| Online Retail and Ecommerce | 0% | |
| General Merchandise and Department Stores | 0% | |
| Retail Distributors | -0.38% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 23.9x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SVL Supreme Ventures | JA$26.99 | 2.0% +JA$1.4b | -3.4% | PE23.2x | |
| ECL Express Catering | JA$4.00 | 6.7% +JA$409.4m | -19.2% | PE14.5x | |
| FESCO Future Energy Source | JA$3.61 | 4.6% +JA$400.0m | -27.8% | PE14.9x | |
| MTL Margaritaville (Turks) | US$0.14 | 16.7% +US$1.4m | 0% | PE5.2x | |
| ONE One on One Educational Services | JA$0.98 | 4.3% +JA$76.0m | -24.6% | PS6.3x |