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Swedish (OMX) Consumer Discretionary Sector Analysis

UpdatedApr 18, 2026
DataAggregated Company Financials
Companies86
  • 7D4.2%
  • 3M-1.4%
  • 1Y10.1%
  • YTD-4.2%

The Consumer Discretionary industry is up 4.2% in the last week, with Evolution up 8.6%. This means that the industry has gained 10% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 19 Apr 2026SEK 837.7bSEK 1.1tSEK 35.1b21x23.9x0.8x
Tue, 17 Mar 2026SEK 800.6bSEK 1.1tSEK 34.8b20.5x23x0.7x
Thu, 12 Feb 2026SEK 824.9bSEK 1.1tSEK 33.9b22.2x24.3x0.8x
Sat, 10 Jan 2026SEK 864.5bSEK 1.1tSEK 31.2b22.9x27.7x0.8x
Mon, 08 Dec 2025SEK 854.8bSEK 1.1tSEK 31.2b22.3x27.4x0.8x
Wed, 05 Nov 2025SEK 837.9bSEK 1.1tSEK 32.9b21.8x25.4x0.8x
Fri, 03 Oct 2025SEK 836.2bSEK 1.1tSEK 30.1b22x27.8x0.8x
Sun, 31 Aug 2025SEK 791.7bSEK 1.1tSEK 29.2b22.6x27.1x0.7x
Tue, 29 Jul 2025SEK 816.0bSEK 1.1tSEK 29.2b22.8x27.9x0.7x
Thu, 26 Jun 2025SEK 750.7bSEK 1.1tSEK 43.2b20x17.4x0.7x
Sat, 24 May 2025SEK 743.8bSEK 1.1tSEK 35.9b19.1x20.7x0.7x
Mon, 21 Apr 2025SEK 757.2bSEK 1.1tSEK 37.6b18.7x20.1x0.7x
Wed, 19 Mar 2025SEK 794.5bSEK 1.1tSEK 38.0b18.8x20.9x0.7x
Fri, 14 Feb 2025SEK 806.6bSEK 1.1tSEK 45.0b20x17.9x0.7x
Sun, 12 Jan 2025SEK 756.9bSEK 1.1tSEK 41.1b17.9x18.4x0.7x
Tue, 10 Dec 2024SEK 834.3bSEK 1.1tSEK 41.2b17.5x20.3x0.8x
Thu, 07 Nov 2024SEK 814.8bSEK 1.1tSEK 41.3b18.1x19.7x0.7x
Sat, 05 Oct 2024SEK 896.4bSEK 1.1tSEK 41.0b18.4x21.9x0.8x
Mon, 02 Sep 2024SEK 901.3bSEK 1.1tSEK 41.7b18.7x21.6x0.8x
Wed, 31 Jul 2024SEK 900.2bSEK 1.1tSEK 41.7b18.4x21.6x0.8x
Fri, 28 Jun 2024SEK 912.2bSEK 1.1tSEK 37.6b18.4x24.3x0.8x
Sun, 26 May 2024SEK 970.4bSEK 1.1tSEK 37.9b18.9x25.6x0.9x
Tue, 23 Apr 2024SEK 970.5bSEK 1.1tSEK 39.0b19.1x24.9x0.9x
Thu, 21 Mar 2024SEK 942.0bSEK 1.1tSEK 37.5b18.5x25.1x0.8x
Sat, 17 Feb 2024SEK 920.4bSEK 1.1tSEK 37.2b18.9x24.7x0.8x
Mon, 15 Jan 2024SEK 918.5bSEK 1.1tSEK 37.9b18.1x24.2x0.8x
Wed, 13 Dec 2023SEK 931.2bSEK 1.1tSEK 37.9b17.7x24.6x0.8x
Fri, 10 Nov 2023SEK 868.3bSEK 1.1tSEK 40.2b17.3x21.6x0.8x
Sun, 08 Oct 2023SEK 891.4bSEK 1.1tSEK 37.1b13.8x24x0.8x
Tue, 05 Sep 2023SEK 944.0bSEK 1.1tSEK 34.7b15.1x27.2x0.9x
Thu, 03 Aug 2023SEK 1.0tSEK 1.1tSEK 34.2b16.3x29.3x0.9x
Sat, 01 Jul 2023SEK 1.0tSEK 1.1tSEK 40.9b15.4x25.3x1x
Mon, 29 May 2023SEK 1.2tSEK 1.1tSEK 41.3b15.7x28x1.1x
Wed, 26 Apr 2023SEK 1.2tSEK 1.0tSEK 42.3b17.5x27.7x1.1x
Price to Earnings Ratio

27.7x


Total Market Cap: SEK 1.2tTotal Earnings: SEK 42.3bTotal Revenue: SEK 1.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Swedish Consumer Discretionary Sector Price to Earnings3Y Average 23.8x202420252026
Current Industry PE
  • Investors are relatively neutral on the Swedish Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 23.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.80x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 6.1% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Swedish Consumer Discretionary sector?

SE Market3.68%
Consumer Discretionary4.18%
Leisure9.23%
Hospitality7.35%
Auto Components7.20%
Auto7.05%
General Merchandise and Department Stores3.64%
Luxury3.33%
Specialty Stores1.73%
Consumer Durables1.40%
Consumer Services1.38%
Retail Distributors0.46%
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 41.5x.
    • Analysts are expecting annual earnings growth of 34.6%, which is higher than its past year's earnings decline of 79.8% per year.
  • Investors are most pessimistic about the Consumer Services industry, which is trading below its 3-year average of 17.0x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Durables industry, expecting annual earnings growth of 52% over the next 5 years.
  • This is better than its past earnings growth rate of 21% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 9.1% 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 652.808.6%
+SEK 10.3b		-20.6%PE11.4x
HM B H & M Hennes & MauritzSEK 178.501.9%
+SEK 5.4b		28.4%PE23.2x
VOLCAR B Volvo Car AB (publ.)SEK 23.897.1%
+SEK 4.7b		38.7%PE407x
ASMDEE B Asmodee GroupSEK 121.709.0%
+SEK 2.3b		33.7%PE64.1x
THULE Thule GroupSEK 248.009.2%
+SEK 2.2b		-0.5%PE24x

Latest News

BMAX
SEK 53.60
Byggmax Group
7D
-4.5%
1Y
10.2%
HM B
SEK 178.50
H & M Hennes & Mauritz
7D
1.9%
1Y
28.4%
THULE
SEK 248.00
Thule Group
7D
9.2%
1Y
-0.5%
SYNSAM
SEK 63.80
Synsam
7D
-2.1%
1Y
43.7%
VOLCAR B
SEK 23.89
Volvo Car AB (publ.)
7D
7.1%
1Y
38.7%
DOM
SEK 31.36
Dometic Group
7D
8.1%
1Y
-2.1%
KAMBI
SEK 131.20
Kambi Group
7D
-1.8%
1Y
12.9%

KAMBI: New Market Entries And Partnerships Will Shape Balanced Long Term Upside

Analysts have lifted their price target on Kambi Group to SEK 143.39 from SEK 140.74, reflecting updated assumptions for slightly higher revenue growth, profit margins and future P/E multiples, along with a revised discount rate. What's in the News Kambi agreed a Turnkey Sportsbook partnership with Pari Mutuel Urbain, marking its entry into France's regulated sports betting market and covering PMU's fixed odds online sportsbook with a tailored front end for the French customer base (Client announcement).
SHOT
SEK 96.70
Scandic Hotels Group
7D
5.3%
1Y
35.6%

SHOT: Eco Focused Urban Expansion And New Openings Will Support Steady Outlook

Analysts have nudged their price target for Scandic Hotels Group slightly higher to about SEK 90.17 from SEK 89.83, reflecting updated assumptions for revenue growth, profit margins and a somewhat lower future P/E multiple. What's in the News Scandic opened Norway's first Scandic Go hotel in downtown Oslo, a 96 room property at Grensen 20 that marks the launch of the Scandic Go brand in the country, with further openings planned in Tromsø and Stavanger (Key Developments).
JM
SEK 121.60
JM
7D
-1.1%
1Y
-17.7%
HAYPP
SEK 126.80
Haypp Group
7D
-1.6%
1Y
26.5%
EVO
SEK 652.80
Evolution
7D
8.6%
1Y
-20.6%

EVO: Recent Upgrade And Dividend Pause Will Support Future Repricing

Analysts have trimmed Evolution's blended price target by about SEK 5. Slightly higher discount rate assumptions and modestly lower margin expectations offset broadly supportive views on long term growth and valuation multiples reflected in recent target cuts and one upgrade.
RVRC
SEK 69.60
RVRC Holding
7D
-1.8%
1Y
49.7%

RVRC: Completed Buyback Will Support Future Upside From Current Undervalued Levels

Analysts have nudged their price target on RVRC Holding up from SEK 74 to SEK 80, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key inputs behind the change. What's in the News RVRC Holding has updated on its ongoing share buyback, covering activity from October 1, 2025 to November 20, 2025.
BETS B
SEK 102.00
Betsson
7D
11.0%
1Y
-35.2%

BETS B: Trimmed Stance Will Still Rely On Margins And Payout Discipline

Analysts have cut their price target on Betsson to SEK 110.0 from SEK 152.5 as they factor in updated assumptions for revenue growth, profit margins, discount rate and a higher future P/E, along with a more cautious stance reflected in recent downgrades. Analyst Commentary Recent research points to a more cautious stance on Betsson, with the lower target price reflecting updated assumptions on growth, margins and required returns.
GIG SDB
SEK 2.87
GiG Software
7D
-6.2%
1Y
-31.5%
EMBELL
SEK 34.90
Embellence Group
7D
-3.6%
1Y
2.6%
ASMDEE B
SEK 121.70
Asmodee Group
7D
9.0%
1Y
33.7%

Long Term Media And IP Expansion Will Support Future Earnings Potential

Catalysts About Asmodee Group Asmodee Group publishes and distributes tabletop games and trading card games globally across owned and partner franchises. What are the underlying business or industry changes driving this perspective?