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Norwegian (OSEAX) Consumer Discretionary Sector Analysis

UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies10
  • 7D1.2%
  • 3M2.2%
  • 1Y13.2%
  • YTD-1.6%

Over the last 7 days, the Consumer Discretionary industry has risen 1.4%, driven by gains from Europris of 2.4%. In the same time, Komplett was down 9.8%. This takes the industry's 12 month performance to a gain of 12%. As for the next few years, earnings are expected to grow by 23% per annum.

Sector Valuation and Performance

Has the Norwegian Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Feb 2026NOK 35.3bNOK 53.4bNOK 793.9m19.9x44.5x0.7x
Sat, 24 Jan 2026NOK 35.5bNOK 52.5bNOK 1.3b18.7x28x0.7x
Mon, 22 Dec 2025NOK 35.7bNOK 53.0bNOK 1.1b19.2x31.8x0.7x
Wed, 19 Nov 2025NOK 32.4bNOK 52.8bNOK 1.1b17.7x28.8x0.6x
Fri, 17 Oct 2025NOK 36.6bNOK 52.4bNOK 1.1b18.8x34.8x0.7x
Sun, 14 Sep 2025NOK 37.9bNOK 52.2bNOK 1.1b19.6x36x0.7x
Tue, 12 Aug 2025NOK 36.0bNOK 52.4bNOK 1.0b21.7x34.5x0.7x
Thu, 10 Jul 2025NOK 35.3bNOK 58.9b-NOK 764,992,283.1321.1x-46.1x0.6x
Sat, 07 Jun 2025NOK 33.3bNOK 58.7b-NOK 758,726,344.2419.6x-43.9x0.6x
Mon, 05 May 2025NOK 33.2bNOK 59.0b-NOK 725,533,822.7720.9x-45.8x0.6x
Wed, 02 Apr 2025NOK 34.0bNOK 57.4b-NOK 519,321,554.0016.6x-65.4x0.6x
Fri, 28 Feb 2025NOK 31.1bNOK 58.0b-NOK 579,756,341.4016x-53.6x0.5x
Sun, 26 Jan 2025NOK 29.7bNOK 56.4b-NOK 1,772,214,785.2718.3x-16.8x0.5x
Tue, 24 Dec 2024NOK 28.5bNOK 56.5b-NOK 1,785,333,720.4517.1x-16x0.5x
Thu, 21 Nov 2024NOK 25.9bNOK 56.3b-NOK 1,780,282,663.1316x-14.6x0.5x
Sat, 19 Oct 2024NOK 31.9bNOK 57.3b-NOK 1,280,275,658.6117.5x-24.9x0.6x
Mon, 16 Sep 2024NOK 32.7bNOK 57.2b-NOK 1,295,259,409.0517.7x-25.3x0.6x
Wed, 14 Aug 2024NOK 31.3bNOK 56.9b-NOK 1,542,651,733.9015.3x-20.3x0.5x
Fri, 12 Jul 2024NOK 32.1bNOK 56.6b-NOK 1,771,451,959.0115.1x-18.1x0.6x
Sun, 09 Jun 2024NOK 32.5bNOK 56.5b-NOK 1,769,531,539.0415.9x-18.4x0.6x
Tue, 07 May 2024NOK 33.0bNOK 57.3b-NOK 2,949,034,973.5717.2x-11.2x0.6x
Thu, 04 Apr 2024NOK 34.3bNOK 57.9b-NOK 3,011,947,539.2717.6x-11.4x0.6x
Sat, 02 Mar 2024NOK 32.9bNOK 58.2b-NOK 2,496,004,294.6516.5x-13.2x0.6x
Mon, 29 Jan 2024NOK 35.0bNOK 57.9b-NOK 1,066,695,572.0023.1x-32.8x0.6x
Wed, 27 Dec 2023NOK 32.8bNOK 57.8b-NOK 1,066,805,861.0020x-30.8x0.6x
Fri, 24 Nov 2023NOK 29.2bNOK 57.7b-NOK 111,735,912.0018.1x-261.2x0.5x
Sun, 22 Oct 2023NOK 26.5bNOK 57.7b-NOK 74,266,919.0020.9x-357.2x0.5x
Tue, 19 Sep 2023NOK 26.5bNOK 57.6b-NOK 62,753,887.0023x-421.9x0.5x
Thu, 17 Aug 2023NOK 28.2bNOK 57.7b-NOK 944,723,767.0026x-29.8x0.5x
Sat, 15 Jul 2023NOK 27.5bNOK 57.5b-NOK 218,877,773.0033.1x-125.8x0.5x
Mon, 12 Jun 2023NOK 29.3bNOK 57.7bNOK 103.6m31.6x283.3x0.5x
Wed, 10 May 2023NOK 30.7bNOK 57.7bNOK 164.7m21.3x186.3x0.5x
Fri, 07 Apr 2023NOK 30.5bNOK 56.0bNOK 375.0m16.6x81.3x0.5x
Sun, 05 Mar 2023NOK 30.9bNOK 55.5bNOK 228.2m17.4x135.6x0.6x
Price to Earnings Ratio

135.6x


Total Market Cap: NOK 30.9bTotal Earnings: NOK 228.2mTotal Revenue: NOK 55.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Norwegian Consumer Discretionary Sector Price to Earnings3Y Average 4514.8x202420252026
Current Industry PE
  • Investors are pessimistic on the Norwegian 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 44.3x which is lower than its 3-year average PE of 5kx.
  • The industry is trading close to its 3-year average PS ratio of 0.57x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 52% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Norwegian Consumer Discretionary sector?

NO Market1.25%
Consumer Discretionary1.23%
Consumer Services6.95%
General Merchandise and Department Stores2.37%
Hospitality1.42%
Online Retail and Ecommerce0%0
Specialty Stores-0.82%
Auto Components-1.82%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 2.5x.
    • Analysts are expecting annual earnings growth of 39.3% and investors are willing to pay a premium for that growth.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 43% over the next 5 years.
  • This is better than its past earnings decline of 33% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 15% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
EPR EuroprisNOK 90.602.4%
+NOK 343.7m		12.1%PE18.2x
KID KidNOK 121.402.7%
+NOK 130.1m		-15.7%PE21.5x
SATS SatsNOK 42.901.4%
+NOK 118.8m		31.2%PE17.9x
LUMI Lumi GruppenNOK 20.007.0%
+NOK 75.2m		40.8%PE65.2x
HKY Havila KystrutenNOK 55.402.6%
+NOK 24.0m		24.5%PS0.5x

Latest News

SATS
NOK 42.90
Sats
7D
1.4%
1Y
31.2%
KID
NOK 121.40
Kid
7D
2.7%
1Y
-15.7%
ELIMP
NOK 16.55
Elektroimportøren
7D
0.9%
1Y
26.3%
LUMI
NOK 20.00
Lumi Gruppen
7D
7.0%
1Y
40.8%
EPR
NOK 90.60
Europris
7D
2.4%
1Y
12.1%

EPR: Dividend Proposal And Store Expansion Will Support Future Upside Potential

Narrative Update: Europris The analyst price target for Europris is maintained at NOK 101.33, with analysts pointing to a slightly higher discount rate and a modestly adjusted forward P/E assumption as the key drivers behind the unchanged fair value view. What's in the News Europris issued earnings guidance for 2026, indicating expected sales growth in the range of 10% to 15% per store (corporate guidance).
KOMPL
NOK 11.05
Komplett
7D
-9.8%
1Y
13.9%
HKY
NOK 55.40
Havila Kystruten
7D
2.6%
1Y
24.5%
KOA
NOK 2.16
Kongsberg Automotive
7D
-1.8%
1Y
44.1%
BSP
NOK 4.20
Black Sea Property
7D
1.0%
1Y
-77.4%