Filipino (PSEi) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Fri, 07 Aug 2026	₱670.9b	₱644.8b	₱29.4b	9.9x	22.8x	1x
Sun, 05 Jul 2026	₱672.6b	₱654.2b	₱26.9b	9.5x	25x	1x
Tue, 02 Jun 2026	₱646.4b	₱654.3b	₱28.2b	7.4x	22.9x	1x
Thu, 30 Apr 2026	₱682.9b	₱653.4b	₱34.5b	7.2x	19.8x	1x
Sat, 28 Mar 2026	₱747.8b	₱657.5b	₱36.9b	7.1x	20.3x	1.1x
Mon, 23 Feb 2026	₱861.7b	₱652.0b	₱38.4b	7.1x	22.5x	1.3x
Wed, 21 Jan 2026	₱1.1t	₱652.1b	₱38.9b	8.3x	28.9x	1.7x
Fri, 19 Dec 2025	₱1.1t	₱652.0b	₱38.9b	7.8x	28.5x	1.7x
Sun, 16 Nov 2025	₱1.2t	₱649.5b	₱39.7b	6.1x	30.6x	1.9x
Tue, 14 Oct 2025	₱548.0b	₱639.1b	₱40.7b	8.3x	13.5x	0.9x
Thu, 11 Sep 2025	₱541.8b	₱639.1b	₱40.5b	8.7x	13.4x	0.8x
Sat, 09 Aug 2025	₱2.0t	₱626.7b	₱43.7b	8.2x	46.8x	3.3x
Mon, 07 Jul 2025	₱2.1t	₱626.4b	₱43.9b	9x	47.2x	3.3x
Wed, 04 Jun 2025	₱2.2t	₱625.8b	₱44.0b	10.2x	49.7x	3.5x
Fri, 02 May 2025	₱2.1t	₱603.9b	₱38.7b	9.7x	54.3x	3.5x
Sun, 30 Mar 2025	₱2.1t	₱591.3b	₱36.7b	9.9x	58.5x	3.6x
Tue, 25 Feb 2025	₱2.2t	₱581.6b	₱38.9b	9.5x	55.5x	3.7x
Thu, 23 Jan 2025	₱2.0t	₱579.0b	₱38.3b	9.4x	53.4x	3.5x
Sat, 21 Dec 2024	₱2.1t	₱578.8b	₱38.1b	9.1x	54.9x	3.6x
Mon, 18 Nov 2024	₱2.0t	₱577.9b	₱36.7b	9.5x	55.8x	3.5x
Wed, 16 Oct 2024	₱2.1t	₱554.8b	₱36.7b	9.5x	57.6x	3.8x
Fri, 13 Sep 2024	₱1.8t	₱554.6b	₱36.6b	8.8x	48.1x	3.2x
Sun, 11 Aug 2024	₱1.6t	₱532.3b	₱35.0b	9.6x	45.2x	3x
Tue, 09 Jul 2024	₱1.5t	₱534.7b	₱37.1b	10.5x	40.4x	2.8x
Thu, 06 Jun 2024	₱1.4t	₱535.5b	₱37.1b	10.5x	36.6x	2.5x
Sat, 04 May 2024	₱1.3t	₱519.5b	₱35.4b	11.5x	37.8x	2.6x
Mon, 01 Apr 2024	₱1.4t	₱510.4b	₱35.5b	13.2x	38.6x	2.7x
Wed, 28 Feb 2024	₱1.3t	₱504.6b	₱33.6b	13.8x	39.8x	2.7x
Fri, 26 Jan 2024	₱1.3t	₱504.7b	₱34.7b	13x	36.6x	2.5x
Sun, 24 Dec 2023	₱1.2t	₱505.2b	₱35.2b	11.9x	34.2x	2.4x
Tue, 21 Nov 2023	₱1.1t	₱502.4b	₱35.5b	10.4x	31.8x	2.2x
Thu, 19 Oct 2023	₱1.2t	₱486.3b	₱35.1b	10.7x	33.1x	2.4x
Sat, 16 Sep 2023	₱1.2t	₱485.0b	₱34.6b	11.3x	34.4x	2.5x
Mon, 14 Aug 2023	₱1.2t	₱479.6b	₱34.4b	11.7x	35.1x	2.5x

Current Industry PE

Investors are pessimistic on the Filipino 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 22.8x which is lower than its 3-year average PE of 37.1x.

The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 1.0x.

Past Earnings Growth

The earnings for companies in the Consumer Discretionary industry have declined 5.1% per year over the last three years.
Meanwhile revenues for these companies have grown 10% 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 Filipino Consumer Discretionary sector?


PH Market	-0.065%
Consumer Discretionary	0.32%
Specialty Stores	1.08%
Hospitality	0.65%
Consumer Services	-0.0037%
Consumer Durables	-2.99%

Industry PE

Investors are most optimistic about the Consumer Services industry even though it's trading below its 3-year average PE ratio of 132x.

It looks like they are confident that earnings will grow faster in the future than they have historically.

Investors are most pessimistic about the Specialty Stores industry, which is trading below its 3-year average of 10.7x.

Forecasted Growth

Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 22% over the next 5 years.
This is better than its past earnings decline of 4.4% per year.

In contrast, the Specialty Stores industry is expected to see its earnings grow by 6.5% 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
JFC Jollibee Foods	₱150.60	1.2% +₱2.0b	-29.1%	PE17.6x
PLUS DigiPlus Interactive	₱10.08	2.9% +₱1.3b	-62.5%	PE3.3x
WLCON Wilcon Depot	₱5.96	3.7% +₱860.9m	-41.0%	PE9.9x
BCOR Berjaya Philippines	₱9.71	1.0% +₱434.1m	34.5%	PS1x
WEB PhilWeb	₱13.40	2.4% +₱409.2m	329.5%	PS24x

PhilWeb Corporation Announces Board and Committee Changes, Effective July 9, 2026

PhilWeb Corporation reported that Atty. Susana C. Fong and Mr. Ismael Augusto S. Gozon had tendered their respective resignations as Directors and/or officers of the company. The resignations were effective July 9, 2026, and were presented to and accepted by the Board of Directors at the regular board meeting held on July 9, 2026. In the same meeting, the Board elected Mr. Lance Y. Gokongwei as Director of the Corporation, and Mr. Aldous Brigino as Independent Director of the Corporation, to fill the vacancies created by the foregoing resignations, the Board having confirmed that all nominees possess the qualifications and none of the disqualifications. Following the resignation of Mr. Ismael Augusto S. Gozon, the composition of the Audit Committee was reconstituted. The new composition is as follows: Audit Committee: 1. Aldous Brigino (Chairman/Independent Director) 2. Daniel Tirona Francisco (Independent Director) 3. Anthony Ferdinand C. Yu (Independent Director). Mr. Lance Y. Gokongwei is the President and Chief Executive Officer and Executive Director of JGSHI since May 14, 2018. He is the Chairman of Cebu Air Inc., Universal Robina Corporation, and Robinsons Land Corporation, and the Chairman, President and Chief Executive Officer of JG Summit Olefins Corporation effective October 1, 2025. He is a Director and Vice Chairman of Manila Electric Company, Vice Chairman of Maxicare Corporation and member of the Advisory Council of Bank of the Philippine Islands since April 2023. He is also a Director of Oriental Petroleum and Minerals Corporation, Singapore Land Group Limited, Shakey’s Asia Pizza Ventures Inc., SP New Energy Corporation, and was elected Director of Robinsons Retail Holdings Inc. on July 25, 2025. He is a Trustee and the Chairman of the Gokongwei Brothers Foundation Inc. He holds a Bachelor of Science degree in Finance and a Bachelor of Science degree in Applied Science from the University of Pennsylvania. Mr. Aldous Brigino is a seasoned business executive with over 20 years of leadership experience in the payments, fintech, telecommunications, business development, sales, marketing, and operations sectors. He has held senior management and executive positions in various organizations, including Techwave Technologies Corp., CIS Bayad Center, Customer Frontline Solutions, PayMaya Philippines, Smart Communications, and Accenture. He currently serves as Chairman of the Board of Techwave Technologies Corp. and is the Co-owner and Co-founder of Beetzee Play.

Filipino (PSEi) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

First quarter 2027 earnings released: EPS: ₱0.21 (vs ₱0.93 in 1Q 2026)

New minor risk - Earnings quality

Shakey's Pizza Asia Ventures Inc. Announces Promotion of Romeo “Chuck” Pe Benito Jr. as Country Head of Potato Corner USA, Effective August 1, 2026

Wilcon Depot, Inc. to Report First Half, 2026 Results on Aug 11, 2026

First half 2026 earnings released: EPS: ₱0.025 (vs ₱0.035 in 1H 2025)

JFC: US Franchise Expansion And New Honors Will Shape Balanced Outlook

New minor risk - Share price stability

PhilWeb Corporation Announces Board and Committee Changes, Effective July 9, 2026

SSI Group, Inc. Announces Board Changes

Max's Group, Inc. Elects Diane L. Yanzon as Deputy Chief Financial Officer

New major risk - Share price stability

Upcoming dividend of ₱1.00 per share

Fruitas Holdings, Inc., Annual General Meeting, Jul 21, 2026

Third quarter 2026 earnings released: EPS: ₱0.02 (vs ₱0.019 in 3Q 2025)

Insider recently bought ₱200k worth of stock

Third quarter 2026 earnings released: EPS: ₱0.004 (vs ₱0.044 in 3Q 2025)