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Swedish (OMX) Consumer Discretionary Sector Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies86
  • 7D3.4%
  • 3M-9.9%
  • 1Y7.0%
  • YTD-9.6%

The Consumer Discretionary industry is up 3.4% in the last week, with Evolution up 8.3%. This takes the industry's 12 month performance to a gain of 7.0%. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Apr 2026SEK 791.8bSEK 1.1tSEK 35.2b20.2x22.5x0.7x
Sun, 01 Mar 2026SEK 834.6bSEK 1.1tSEK 34.3b22.5x24.3x0.8x
Tue, 27 Jan 2026SEK 833.0bSEK 1.1tSEK 31.1b22.8x26.8x0.8x
Thu, 25 Dec 2025SEK 855.8bSEK 1.1tSEK 31.2b23x27.4x0.8x
Sat, 22 Nov 2025SEK 829.0bSEK 1.1tSEK 31.3b21.8x26.5x0.8x
Mon, 20 Oct 2025SEK 830.4bSEK 1.1tSEK 30.1b22.4x27.6x0.8x
Wed, 17 Sep 2025SEK 805.1bSEK 1.1tSEK 29.1b22.5x27.7x0.7x
Fri, 15 Aug 2025SEK 798.8bSEK 1.1tSEK 29.3b22x27.3x0.7x
Sun, 13 Jul 2025SEK 791.1bSEK 1.1tSEK 42.2b22.2x18.8x0.7x
Tue, 10 Jun 2025SEK 752.3bSEK 1.1tSEK 43.0b19.8x17.5x0.7x
Thu, 08 May 2025SEK 735.5bSEK 1.1tSEK 36.3b19.5x20.2x0.7x
Sat, 05 Apr 2025SEK 719.3bSEK 1.1tSEK 37.5b17.5x19.2x0.6x
Mon, 03 Mar 2025SEK 823.1bSEK 1.1tSEK 44.9b19.7x18.3x0.7x
Wed, 29 Jan 2025SEK 796.8bSEK 1.1tSEK 41.0b18.4x19.4x0.7x
Fri, 27 Dec 2024SEK 763.2bSEK 1.1tSEK 41.1b16.8x18.6x0.7x
Sun, 24 Nov 2024SEK 803.4bSEK 1.1tSEK 41.1b17.1x19.5x0.7x
Tue, 22 Oct 2024SEK 856.5bSEK 1.1tSEK 40.2b17.5x21.3x0.8x
Thu, 19 Sep 2024SEK 880.9bSEK 1.1tSEK 42.0b18.2x21x0.8x
Sat, 17 Aug 2024SEK 876.8bSEK 1.1tSEK 41.7b18.5x21x0.8x
Mon, 15 Jul 2024SEK 942.3bSEK 1.1tSEK 39.4b18.5x23.9x0.8x
Wed, 12 Jun 2024SEK 958.2bSEK 1.1tSEK 37.3b18.7x25.7x0.9x
Fri, 10 May 2024SEK 954.2bSEK 1.1tSEK 37.9b19.2x25.2x0.9x
Sun, 07 Apr 2024SEK 980.8bSEK 1.1tSEK 38.4b19.2x25.6x0.9x
Tue, 05 Mar 2024SEK 913.1bSEK 1.1tSEK 37.0b18.6x24.6x0.8x
Thu, 01 Feb 2024SEK 899.5bSEK 1.1tSEK 37.3b18.4x24.1x0.8x
Sat, 30 Dec 2023SEK 961.9bSEK 1.1tSEK 37.7b18x25.5x0.8x
Mon, 27 Nov 2023SEK 923.4bSEK 1.1tSEK 40.0b17.2x23.1x0.8x
Wed, 25 Oct 2023SEK 864.6bSEK 1.1tSEK 37.6b13.8x23x0.8x
Fri, 22 Sep 2023SEK 914.9bSEK 1.1tSEK 34.7b14.2x26.4x0.8x
Sun, 20 Aug 2023SEK 948.0bSEK 1.1tSEK 34.5b16.1x27.5x0.9x
Tue, 18 Jul 2023SEK 1.0tSEK 1.1tSEK 40.2b15.3x25.7x1x
Thu, 15 Jun 2023SEK 1.2tSEK 1.1tSEK 41.2b16.6x29.3x1.1x
Sat, 13 May 2023SEK 1.2tSEK 1.1tSEK 40.8b16.1x28.4x1.1x
Mon, 10 Apr 2023SEK 958.7bSEK 1.0tSEK 42.3b17.4x22.6x0.9x
Price to Earnings Ratio

22.6x


Total Market Cap: SEK 958.7bTotal Earnings: SEK 42.3bTotal Revenue: SEK 1.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Swedish Consumer Discretionary Sector Price to Earnings3Y Average 23.9x202420252026
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 6.0% 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 Market2.57%
Consumer Discretionary3.36%
Hospitality6.16%
Leisure5.77%
General Merchandise and Department Stores4.11%
Auto3.73%
Retail Distributors3.28%
Specialty Stores2.12%
Luxury1.82%
Consumer Services1.66%
Auto Components1.50%
Online Retail and Ecommerce0%0
Consumer Durables-0.61%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 37.6x.
    • Analysts are expecting annual earnings growth of 33.1%, which is higher than its past year's earnings decline of 79.8% per year.
  • Investors are most pessimistic about the Hospitality industry, which is trading below its 3-year average of 18.0x.
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 9.4% 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 604.408.3%
+SEK 9.2b		-18.3%PE10.4x
HM B H & M Hennes & MauritzSEK 174.152.0%
+SEK 5.4b		34.2%PE22.6x
VOLCAR B Volvo Car AB (publ.)SEK 21.973.8%
+SEK 2.4b		23.3%PE374.3x
THULE Thule GroupSEK 211.207.6%
+SEK 1.6b		-22.3%PE20.4x
CLAS B Clas OhlsonSEK 374.204.4%
+SEK 991.6m		51.4%PE21.4x

Latest News

EVO
SEK 604.40
Evolution
7D
8.3%
1Y
-18.3%
SHOT
SEK 85.90
Scandic Hotels Group
7D
3.2%
1Y
15.7%
ELUX B
SEK 60.58
AB Electrolux
7D
-3.6%
1Y
-22.1%
VOLCAR B
SEK 21.97
Volvo Car AB (publ.)
7D
3.8%
1Y
23.3%
CLAS B
SEK 374.20
Clas Ohlson
7D
4.4%
1Y
51.4%

CLAS B: Selective Deal Pipeline And Stable Assumptions Will Support Long-Term Prospects

Analysts have left their SEK price target for Clas Ohlson broadly unchanged, with only marginal tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. This signals that their overall valuation view remains steady.
LYKO A
SEK 61.00
Lyko Group
7D
-9.8%
1Y
-45.9%
MEKO
SEK 67.80
Meko
7D
-0.7%
1Y
-44.9%

MEKO: Steady Assumptions Will Sustain Perceived Undervalued Upside

Analysts have maintained their SEK 112.0 price target for Meko, reflecting only minor adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E that leave their overall view effectively unchanged. Valuation Changes Fair Value: SEK 112.0 is unchanged, with no practical movement from the prior SEK 112 level.
RUG
SEK 58.00
RugVista Group
7D
-2.0%
1Y
28.0%

RUG: Special And Ordinary Dividend Will Drive Shareholder Returns Despite CFO Transition

Analysts have kept RugVista Group's price target steady at SEK 85.00, reflecting only marginal tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that leave their overall valuation view essentially unchanged. What's in the News The board proposes a total dividend of SEK 5.00 per share, split between an ordinary dividend of SEK 1.50 per share and an extra dividend of SEK 3.50 per share, for a total distribution of SEK 103.9 million to shareholders (Key Developments).
MEDS
SEK 28.00
Meds Apotek
7D
-10.8%
1Y
n/a
HM B
SEK 174.15
H & M Hennes & Mauritz
7D
2.0%
1Y
34.2%
HAYPP
SEK 120.80
Haypp Group
7D
-6.4%
1Y
23.3%
NOBI
SEK 1.88
Nobia
7D
-4.5%
1Y
-42.1%
BETS B
SEK 101.70
Betsson
7D
4.7%
1Y
-33.2%

BETS B: Recalibrated Assumptions And Buybacks Will Support Returns At Undervalued Levels

Analysts have revised their view on Betsson, cutting the price target from SEK 190 to SEK 120 as they factor in updated assumptions on discount rate, revenue growth, profit margins and future P/E, consistent with more cautious recent research such as the Pareto downgrade. Analyst Commentary Despite the lower SEK 120 price target, some Bullish analysts still see reasons to stay constructive on Betsson and highlight several factors that they view as supportive for the equity story and valuation.
THULE
SEK 211.20
Thule Group
7D
7.6%
1Y
-22.3%

THULE: Unchanged Fair Value And Stable Assumptions Will Support Long Term Upside

Analysts have kept their SEK 282.86 price target for Thule Group broadly unchanged, citing only very small adjustments to the discount rate, long term revenue growth, profit margin assumptions and future P/E expectations. Valuation Changes Fair Value: SEK 282.86 remains unchanged, indicating no adjustment to the estimated intrinsic value per share.
BETCO
SEK 134.80
Better Collective
7D
-4.1%
1Y
28.4%
ASMDEE B
SEK 106.24
Asmodee Group
7D
3.8%
1Y
11.8%

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?