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Swedish (OMX) Consumer Discretionary Sector Analysis

UpdatedAug 17, 2026
DataAggregated Company Financials
Companies86
  • 7D-1.2%
  • 3M1.9%
  • 1Y-0.9%
  • YTD-8.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.2%, driven by a pullback from H & M Hennes & Mauritz of 2.1%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 17 Aug 2026SEK 832.0bSEK 1.0tSEK 42.9b19.2x19.4x0.8x
Wed, 15 Jul 2026SEK 792.6bSEK 1.1tSEK 35.5b19.9x22.3x0.7x
Fri, 12 Jun 2026SEK 793.7bSEK 1.1tSEK 35.4b19.9x22.4x0.7x
Sun, 10 May 2026SEK 795.6bSEK 1.1tSEK 35.0b21.6x22.7x0.8x
Tue, 07 Apr 2026SEK 791.8bSEK 1.1tSEK 35.2b20.2x22.5x0.7x
Thu, 05 Mar 2026SEK 805.4bSEK 1.1tSEK 34.3b21.8x23.5x0.8x
Sat, 31 Jan 2026SEK 829.2bSEK 1.1tSEK 32.4b22.9x25.6x0.8x
Mon, 29 Dec 2025SEK 855.8bSEK 1.1tSEK 31.2b23x27.5x0.8x
Wed, 26 Nov 2025SEK 841.7bSEK 1.1tSEK 31.4b22.2x26.8x0.8x
Fri, 24 Oct 2025SEK 865.2bSEK 1.1tSEK 29.6b23.4x29.3x0.8x
Sun, 21 Sep 2025SEK 809.7bSEK 1.1tSEK 29.2b23x27.7x0.7x
Tue, 19 Aug 2025SEK 804.7bSEK 1.1tSEK 29.3b22.2x27.5x0.7x
Thu, 17 Jul 2025SEK 791.0bSEK 1.1tSEK 42.2b22x18.8x0.7x
Sat, 14 Jun 2025SEK 741.7bSEK 1.1tSEK 43.0b19.8x17.2x0.7x
Mon, 12 May 2025SEK 743.8bSEK 1.1tSEK 36.3b19.7x20.5x0.7x
Wed, 09 Apr 2025SEK 712.6bSEK 1.1tSEK 37.5b17.5x19x0.6x
Fri, 07 Mar 2025SEK 807.7bSEK 1.1tSEK 44.7b18.8x18.1x0.7x
Sun, 02 Feb 2025SEK 799.6bSEK 1.1tSEK 46.7b18.8x17.1x0.7x
Tue, 31 Dec 2024SEK 774.6bSEK 1.1tSEK 41.0b17.3x18.9x0.7x
Thu, 28 Nov 2024SEK 797.7bSEK 1.1tSEK 41.2b17x19.4x0.7x
Sat, 26 Oct 2024SEK 878.5bSEK 1.1tSEK 41.3b19x21.3x0.8x
Mon, 23 Sep 2024SEK 888.5bSEK 1.1tSEK 42.0b18.2x21.2x0.8x
Wed, 21 Aug 2024SEK 882.7bSEK 1.1tSEK 41.5b18.3x21.3x0.8x
Fri, 19 Jul 2024SEK 945.1bSEK 1.1tSEK 39.5b19x24x0.8x
Sun, 16 Jun 2024SEK 934.7bSEK 1.1tSEK 37.3b18.2x25.1x0.8x
Tue, 14 May 2024SEK 1.1tSEK 1.1tSEK 37.8b19.4x28.2x1x
Thu, 11 Apr 2024SEK 986.6bSEK 1.1tSEK 38.5b19.9x25.6x0.9x
Sat, 09 Mar 2024SEK 905.5bSEK 1.1tSEK 37.1b18.3x24.4x0.8x
Mon, 05 Feb 2024SEK 925.5bSEK 1.1tSEK 39.1b18.6x23.7x0.8x
Wed, 03 Jan 2024SEK 959.4bSEK 1.1tSEK 37.8b17.8x25.4x0.8x
Fri, 01 Dec 2023SEK 899.9bSEK 1.1tSEK 37.9b16.9x23.7x0.8x
Sun, 29 Oct 2023SEK 837.3bSEK 1.1tSEK 40.3b15.2x20.8x0.7x
Tue, 26 Sep 2023SEK 900.4bSEK 1.1tSEK 34.4b14.2x26.2x0.8x
Thu, 24 Aug 2023SEK 942.2bSEK 1.1tSEK 34.5b16x27.3x0.9x
Price to Earnings Ratio

27.3x


Total Market Cap: SEK 942.2bTotal Earnings: SEK 34.5bTotal Revenue: SEK 1.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Swedish Consumer Discretionary Sector Price to Earnings3Y Average 23.1x202420252026
Current Industry PE
  • Investors are pessimistic on the Swedish 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 19.4x which is lower than its 3-year average PE of 23.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 7.5% 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 Swedish Consumer Discretionary sector?

SE Market-1.02%
Consumer Discretionary-1.21%
Hospitality1.88%
Online Retail and Ecommerce0%0
Auto-1.29%
Luxury-1.85%
Specialty Stores-1.95%
Auto Components-2.27%
Consumer Durables-2.29%
Consumer Services-2.76%
Retail Distributors-2.86%
Leisure-3.14%
General Merchandise and Department Stores-5.33%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 47.8x.
    • Analysts are expecting annual earnings growth of 27.3%, which is higher than its past year's earnings growth of 17.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Durables industry, expecting annual earnings growth of 91% over the next 5 years.
  • This is better than its past earnings decline of 7.3% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 8.8% 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
EVO EvolutionSEK 752.601.5%
+SEK 2.1b		-11.2%PE12.3x
SHOT Scandic Hotels GroupSEK 87.254.7%
+SEK 849.8m		0.9%PE25.8x
HAYPP Haypp GroupSEK 148.209.0%
+SEK 379.7m		6.2%PE582.4x
BETS B BetssonSEK 91.501.6%
+SEK 196.2m		-41.6%PE8.4x
WSG WS WeSports GroupSEK 70.4910.4%
+SEK 185.3m		n/aPE42.7x

Latest News

HAYPP
SEK 148.20
Haypp Group
7D
9.0%
1Y
6.2%
Narrative Update • Aug 16

HAYPP: Expanded Nicotine Pouch Offering Will Likely Cap Future Return Potential

Analysts have raised their price target for Haypp Group from SEK120 to SEK138, citing updated assumptions for fair value, discount rate, revenue, profit margin and future P/E multiples. What’s in the News for Haypp Group Haypp Group announced that ZYN ULTRA nicotine pouches will be available to verified adult consumers in the U.S. through its e-commerce platforms Nicokick.com and Northerner.com beginning June 15, with a 20 pouch can format and a lower list price per pouch compared with the flagship lineup.
BOOZT
SEK 149.70
Boozt
7D
-7.0%
1Y
59.4%
EVO
SEK 752.60
Evolution
7D
1.5%
1Y
-11.2%
WSG
SEK 70.49
WS WeSports Group
7D
10.4%
1Y
n/a
RVRC
SEK 53.50
RVRC Holding
7D
-14.2%
1Y
13.6%
Analysis Article • Aug 14

Here's What Analysts Are Forecasting For RVRC Holding AB (publ) (STO:RVRC) After Its Yearly Results

It's been a mediocre week for RVRC Holding AB (publ) ( STO:RVRC ) shareholders, with the stock dropping 12% to kr54.70...
NOBI
SEK 16.53
Nobia
7D
4.2%
1Y
-64.0%
CLAS B
SEK 424.40
Clas Ohlson
7D
-2.7%
1Y
24.0%
Narrative Update • Aug 10

CLAS B: Dividend Payout Plan Will Support Stronger Future Share Potential

Analysts have raised the Clas Ohlson price target from SEK 460 to SEK 500, reflecting updated assumptions for revenue growth, profit margin and future P/E, as well as a slightly lower discount rate in their models. What’s in the News for Clas Ohlson The Board of Clas Ohlson AB has proposed a total dividend of SEK 14 per share at the Annual General Meeting scheduled for 11 September 2026.
ASMDEE B
SEK 157.00
Asmodee Group
7D
-2.7%
1Y
33.8%
Narrative Update • Aug 05

ASMDEE B: Fair Outlook As New Distribution Deals Will Shape Returns

Analysts have raised their SEK fair value estimate for Asmodee Group from SEK162.63 to SEK173.49, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that modestly adjust their view of the stock. What’s in the News for Asmodee Group Asmodee Group AB will distribute Bandai's new NARUTO CARD GAME across the European Economic Area, expanding its role in bringing licensed anime card games to hobby, specialty, and mass market retailers.
ELUX B
SEK 29.32
AB Electrolux
7D
-1.3%
1Y
-50.4%
Narrative Update • Aug 05

ELUX B: Mixed Execution And Re Rating Hopes Will Shape Fairly Priced Outlook

Analysts have raised their price target on AB Electrolux to SEK 36.00 from SEK 34.00, citing updated expectations for fair value, revenue growth, profit margins and future P/E multiples. Recent Street research from major banks continues to characterize the stock with Neutral and Hold views.
BETS B
SEK 91.50
Betsson
7D
1.6%
1Y
-41.6%
SHOT
SEK 87.25
Scandic Hotels Group
7D
4.7%
1Y
0.9%
THULE
SEK 212.20
Thule Group
7D
-0.8%
1Y
-21.2%
JM
SEK 129.10
JM
7D
2.1%
1Y
-8.2%
HM B
SEK 175.10
H & M Hennes & Mauritz
7D
-2.5%
1Y
21.6%
RUSTA
SEK 79.20
Rusta
7D
-4.6%
1Y
4.9%
OBAB
SEK 14.95
Online Brands Nordic
7D
24.6%
1Y
9.9%