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Filipino (PSEi) Consumer Discretionary Sector Analysis
UpdatedJul 19, 2025
DataAggregated Company Financials
Companies25
- 7D-4.1%
- 3M-3.6%
- 1Y38.2%
- YTD-4.0%
Over the last 7 days, the Consumer Discretionary industry has dropped 4.1%, driven by DigiPlus Interactive declining 40%. Over the past 12 months, the industry was up 38%. Looking forward, earnings are forecast to grow by 17% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 19 Jul 2025 | ₱2.0t | ₱626.4b | ₱43.9b | 7.1x | 46.3x | 3.2x |
| Mon, 16 Jun 2025 | ₱2.2t | ₱625.8b | ₱44.0b | 10x | 50.7x | 3.6x |
| Wed, 14 May 2025 | ₱2.1t | ₱612.3b | ₱42.6b | 9.8x | 49.8x | 3.5x |
| Fri, 11 Apr 2025 | ₱2.1t | ₱602.9b | ₱38.2b | 9.8x | 54.4x | 3.5x |
| Sun, 09 Mar 2025 | ₱2.2t | ₱584.3b | ₱36.7b | 9.7x | 59x | 3.7x |
| Tue, 04 Feb 2025 | ₱2.0t | ₱579.0b | ₱38.3b | 9x | 53x | 3.5x |
| Thu, 02 Jan 2025 | ₱2.1t | ₱578.8b | ₱38.1b | 9.2x | 55.6x | 3.7x |
| Sat, 30 Nov 2024 | ₱2.0t | ₱578.1b | ₱38.1b | 9x | 53.7x | 3.5x |
| Mon, 28 Oct 2024 | ₱2.1t | ₱554.7b | ₱36.5b | 10x | 57.2x | 3.8x |
| Wed, 25 Sep 2024 | ₱1.8t | ₱554.6b | ₱36.6b | 8.8x | 48.6x | 3.2x |
| Fri, 23 Aug 2024 | ₱1.7t | ₱554.4b | ₱36.6b | 8.7x | 47.1x | 3.1x |
| Sun, 21 Jul 2024 | ₱1.5t | ₱532.1b | ₱35.2b | 9.6x | 41.9x | 2.8x |
| Tue, 18 Jun 2024 | ₱1.4t | ₱534.7b | ₱37.1b | 10.3x | 36.9x | 2.6x |
| Thu, 16 May 2024 | ₱1.3t | ₱535.1b | ₱36.9b | 10.4x | 36.4x | 2.5x |
| Sat, 13 Apr 2024 | ₱1.3t | ₱510.4b | ₱35.6b | 12.8x | 37.9x | 2.6x |
| Mon, 11 Mar 2024 | ₱1.3t | ₱505.2b | ₱34.1b | 13.5x | 39.3x | 2.6x |
| Wed, 07 Feb 2024 | ₱1.3t | ₱504.2b | ₱33.6b | 13.3x | 37.7x | 2.5x |
| Fri, 05 Jan 2024 | ₱1.3t | ₱505.2b | ₱35.2b | 12.4x | 35.5x | 2.5x |
| Sun, 03 Dec 2023 | ₱1.2t | ₱505.2b | ₱35.9b | 10.1x | 32.9x | 2.3x |
| Tue, 31 Oct 2023 | ₱1.1t | ₱486.4b | ₱35.4b | 10.2x | 31.7x | 2.3x |
| Thu, 28 Sep 2023 | ₱1.2t | ₱485.2b | ₱34.8b | 10.9x | 33.9x | 2.4x |
| Sat, 26 Aug 2023 | ₱1.2t | ₱485.0b | ₱34.6b | 10.8x | 34.6x | 2.5x |
| Mon, 24 Jul 2023 | ₱1.2t | ₱467.9b | ₱33.3b | 11.9x | 36.8x | 2.6x |
| Wed, 21 Jun 2023 | ₱1.2t | ₱466.6b | ₱33.2b | 10.9x | 34.7x | 2.5x |
| Fri, 19 May 2023 | ₱1.2t | ₱466.7b | ₱32.2b | 11.5x | 36.5x | 2.5x |
| Sun, 16 Apr 2023 | ₱1.1t | ₱433.2b | ₱28.6b | 13x | 38.7x | 2.6x |
| Tue, 14 Mar 2023 | ₱1.1t | ₱406.2b | ₱30.6b | 19.1x | 36.1x | 2.7x |
| Thu, 09 Feb 2023 | ₱1.1t | ₱399.8b | ₱28.3b | 17.8x | 39.3x | 2.8x |
| Sat, 07 Jan 2023 | ₱1.1t | ₱399.4b | ₱28.1b | 13.3x | 37.7x | 2.7x |
| Mon, 05 Dec 2022 | ₱1.0t | ₱399.4b | ₱28.1b | 11.4x | 36x | 2.5x |
| Wed, 02 Nov 2022 | ₱962.9b | ₱365.8b | ₱23.0b | 18.2x | 41.9x | 2.6x |
| Fri, 30 Sep 2022 | ₱954.5b | ₱358.9b | ₱22.3b | 22.1x | 42.8x | 2.7x |
| Sun, 28 Aug 2022 | ₱1.0t | ₱358.6b | ₱22.3b | 18.2x | 45.9x | 2.8x |
| Tue, 26 Jul 2022 | ₱956.7b | ₱329.8b | ₱15.2b | 16.6x | 62.8x | 2.9x |
Price to Earnings Ratio
62.8x
Current Industry PE
- Investors are optimistic on the Filipino Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 46.3x which is higher than its 3-year average PE of 43.0x.
- The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 42% per year over the last three years.
- Revenues for these companies have grown 24% 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 Filipino Consumer Discretionary sector?
| PH Market | -1.99% | |
| Consumer Discretionary | -4.10% | |
| Consumer Durables | 5.12% | |
| Specialty Stores | 0.78% | |
| Consumer Services | -0.14% | |
| Hospitality | -15.91% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 147x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Consumer Durables industry, which is trading below its 3-year average of 24.5x.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 18% over the next 5 years.
- This is better than its past earnings decline of 6.1% per year.
- In contrast, the Specialty Stores industry is expected to see its earnings grow by 4.5% 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 | |
|---|---|---|---|---|---|
| PIZZA Shakey's Pizza Asia Ventures | ₱8.15 | 4.4% +₱572.5m | -15.9% | PE11.4x | |
| SSI SSI Group | ₱3.20 | 4.9% +₱493.7m | -5.9% | PE4.2x | |
| PHR PH Resorts Group Holdings | ₱0.20 | 26.3% +₱298.6m | -66.0% | PS38.1x | |
| PMPC Panasonic Manufacturing Philippines | ₱7.60 | 5.3% +₱160.6m | 43.4% | PE6.2x | |
| UPSON Upson International | ₱0.71 | 1.4% +₱31.3m | -22.0% | PE4.4x |