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Swedish (OMX) Consumer Discretionary Sector Analysis

UpdatedMay 18, 2026
DataAggregated Company Financials
Companies87
  • 7D-0.7%
  • 3M-3.9%
  • 1Y2.2%
  • YTD-9.7%

The Consumer Discretionary is pretty flat in the last 7 days, but Evolution has stood out, gaining 5.0%. In line with that, the industry has also been flat over the past 12 months. 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, 18 May 2026SEK 786.7bSEK 1.1tSEK 35.4b20.4x22.3x0.7x
Wed, 15 Apr 2026SEK 808.8bSEK 1.1tSEK 35.1b20.5x23x0.8x
Fri, 13 Mar 2026SEK 800.9bSEK 1.1tSEK 34.7b20x23.1x0.7x
Sun, 08 Feb 2026SEK 824.1bSEK 1.1tSEK 34.1b22.2x24.1x0.8x
Tue, 06 Jan 2026SEK 855.8bSEK 1.1tSEK 31.2b22.8x27.5x0.8x
Thu, 04 Dec 2025SEK 853.4bSEK 1.1tSEK 31.3b21.8x27.3x0.8x
Sat, 01 Nov 2025SEK 860.6bSEK 1.1tSEK 32.9b22.1x26.2x0.8x
Mon, 29 Sep 2025SEK 831.9bSEK 1.1tSEK 29.2b22.4x28.5x0.8x
Wed, 27 Aug 2025SEK 808.8bSEK 1.1tSEK 29.2b22.7x27.7x0.7x
Fri, 25 Jul 2025SEK 820.4bSEK 1.1tSEK 29.5b22.5x27.8x0.7x
Sun, 22 Jun 2025SEK 740.7bSEK 1.1tSEK 43.3b19.7x17.1x0.7x
Tue, 20 May 2025SEK 765.3bSEK 1.1tSEK 35.3b19.4x21.7x0.7x
Thu, 17 Apr 2025SEK 760.3bSEK 1.1tSEK 37.8b18.6x20.1x0.7x
Sat, 15 Mar 2025SEK 787.2bSEK 1.1tSEK 38.0b18.4x20.7x0.7x
Mon, 10 Feb 2025SEK 802.4bSEK 1.1tSEK 45.0b19.6x17.8x0.7x
Wed, 08 Jan 2025SEK 782.1bSEK 1.1tSEK 41.1b17.5x19x0.7x
Fri, 06 Dec 2024SEK 822.5bSEK 1.1tSEK 41.1b17.1x20x0.7x
Sun, 03 Nov 2024SEK 826.5bSEK 1.1tSEK 41.4b18.8x19.9x0.7x
Tue, 01 Oct 2024SEK 892.0bSEK 1.1tSEK 40.9b18.2x21.8x0.8x
Thu, 29 Aug 2024SEK 890.8bSEK 1.1tSEK 41.7b17.9x21.4x0.8x
Sat, 27 Jul 2024SEK 900.4bSEK 1.1tSEK 41.9b18.3x21.5x0.8x
Mon, 24 Jun 2024SEK 945.1bSEK 1.1tSEK 37.3b18.7x25.3x0.8x
Wed, 22 May 2024SEK 973.1bSEK 1.1tSEK 37.9b19.3x25.7x0.9x
Fri, 19 Apr 2024SEK 978.7bSEK 1.1tSEK 39.1b19.1x25x0.9x
Sun, 17 Mar 2024SEK 930.7bSEK 1.1tSEK 37.3b18.3x25x0.8x
Tue, 13 Feb 2024SEK 914.4bSEK 1.1tSEK 37.6b19x24.3x0.8x
Thu, 11 Jan 2024SEK 930.3bSEK 1.1tSEK 37.8b18x24.6x0.8x
Sat, 09 Dec 2023SEK 931.5bSEK 1.1tSEK 37.9b17.8x24.6x0.8x
Mon, 06 Nov 2023SEK 876.3bSEK 1.1tSEK 40.6b16.2x21.6x0.8x
Wed, 04 Oct 2023SEK 904.8bSEK 1.1tSEK 37.1b13.9x24.4x0.8x
Fri, 01 Sep 2023SEK 945.5bSEK 1.1tSEK 34.6b16x27.3x0.9x
Sun, 30 Jul 2023SEK 1.0tSEK 1.1tSEK 34.0b16.3x30.5x0.9x
Tue, 27 Jun 2023SEK 1.2tSEK 1.1tSEK 41.2b15.6x28.6x1.1x
Thu, 25 May 2023SEK 1.1tSEK 1.1tSEK 41.0b15.6x27.8x1.1x
Price to Earnings Ratio

27.8x


Total Market Cap: SEK 1.1tTotal Earnings: SEK 41.0bTotal Revenue: SEK 1.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Swedish Consumer Discretionary Sector Price to Earnings3Y Average 23.7x202420252026
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 23.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.79x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 4.8% 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 Market-1.55%
Consumer Discretionary-0.70%
Consumer Services10.04%
Retail Distributors1.66%
General Merchandise and Department Stores1.17%
Hospitality1.13%
Leisure0.23%
Auto0.18%
Online Retail and Ecommerce0%0
Specialty Stores-2.17%
Luxury-2.56%
Auto Components-2.66%
Consumer Durables-2.94%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 46.4x.
    • Analysts are expecting annual earnings growth of 34.1%, which is higher than its past year's earnings decline of 65.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Durables industry, expecting annual earnings growth of 70% over the next 5 years.
  • This is better than its past earnings decline of 41% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 9.3% 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 663.607.2%
+SEK 8.9b		1.5%PE11.4x
ASMDEE B Asmodee GroupSEK 127.803.1%
+SEK 899.5m		8.2%PE66.9x
BETS B BetssonSEK 88.452.1%
+SEK 242.6m		-51.9%PE7.1x
KAMBI Kambi GroupSEK 154.406.2%
+SEK 239.1m		34.7%PE44.9x
SYNSAM SynsamSEK 53.103.1%
+SEK 227.1m		11.4%PE15.1x

Latest News

HM B
SEK 164.15
H & M Hennes & Mauritz
7D
-0.5%
1Y
14.0%
SHOT
SEK 91.05
Scandic Hotels Group
7D
0.9%
1Y
17.3%
SYNSAM
SEK 53.10
Synsam
7D
3.1%
1Y
11.4%
Narrative Update • May 13

SYNSAM: Reshoring And Premium Concepts Will Support Future Upside

Analysts have slightly trimmed their Synsam fair value estimate to SEK79.0 from about SEK79.33, linking the change to updated assumptions around revenue growth, profit margins, the discount rate and future P/E levels. What's in the News Synsam Group entered an exclusive partnership with footballer Erling Haaland, including a branded collection of 64 eyewear, sunglasses and sports glasses, available in Nordic stores and online, with newly added e-commerce markets such as Germany, the UK, France, Italy, Spain and Poland, plus a limited run of 999 gold-colored sports glasses ahead of this summer's FIFA World Cup (Product related announcement).
RUSTA
SEK 100.70
Rusta
7D
1.2%
1Y
25.9%
VOLCAR B
SEK 22.15
Volvo Car AB (publ.)
7D
-1.3%
1Y
17.4%
Narrative Update • May 10

VOLCAR B: Reset Expectations And Cost Discipline Will Support Future Upside Potential

Analysts have reduced their fair value estimate for Volvo Car AB (publ.) shares from SEK 29.00 to SEK 25.00, citing recent downgrades and more cautious assumptions on growth, margins and future P/E multiples. Analyst Commentary While recent research has tilted more cautious, some elements of the Street debate still highlight potential upside if Volvo Car AB (publ.) executes well against its current plans and market positioning.
BETS B
SEK 88.45
Betsson
7D
2.1%
1Y
-51.9%
EVO
SEK 663.60
Evolution
7D
7.2%
1Y
1.5%
Narrative Update • May 09

EVO: Mixed Rating Changes And Dividend Pause Will Shape Risk Repricing

The analyst price target for Evolution has been adjusted slightly lower by SEK 15 to reflect mixed recent Street moves, with some firms trimming SEK 20 to SEK 60 from their targets while others raised or upgraded the stock. Analysts now balance higher revenue growth expectations with more cautious profit margin and P/E assumptions.
NEWA B
SEK 96.00
New Wave Group
7D
-3.0%
1Y
-20.1%
MIPS
SEK 254.80
Mips
7D
-5.6%
1Y
-39.2%
THULE
SEK 232.20
Thule Group
7D
-2.0%
1Y
-10.3%
ELUX B
SEK 50.26
AB Electrolux
7D
-3.1%
1Y
-22.2%
Narrative Update • May 01

ELUX B: Restructuring And Margin Delivery Will Support Future P E Re Rating

Analysts have trimmed their average price target for AB Electrolux to about SEK 60 from around SEK 73, reflecting updated views on revenue growth, profit margin potential, and a lower future P/E multiple after a mix of recent target cuts and initiations, partly offset by earlier target increases. Analyst Commentary Recent research on AB Electrolux has become more cautious overall, with several target cuts and downgrades balanced by a few higher targets and a new neutral initiation from a major global bank.
ZZ B
SEK 133.20
Zinzino
7D
3.6%
1Y
-29.1%
KAMBI
SEK 154.40
Kambi Group
7D
6.2%
1Y
34.7%
Narrative Update • Apr 30

KAMBI: Slower Margin Outlook Will Restrain Upside From New Market Deals

Analysts now set a lower SEK 140 price target for Kambi Group compared with the previous SEK 143, reflecting updated assumptions for slower revenue growth, more modest profit margins and a higher future P/E multiple. What's in the News Kambi agreed a long term Turnkey Sportsbook partnership with Pari-Mutuel Urbain, marking Kambi's entry into France's regulated sports betting market and adding a customised front-end solution for PMU's online sportsbook (Key Developments).
SKIS B
SEK 150.30
SkiStar
7D
-4.3%
1Y
-12.5%
Narrative Update • Apr 29

SKIS B: Stable Assumptions And Forward P/E Will Support Future Upside

Analysts are keeping their price target for SkiStar unchanged at SEK 207.50, citing broadly stable assumptions on discount rate, revenue, profit margin and forward P/E as the basis for maintaining their view. Valuation Changes Fair Value: SEK 207.50 remains unchanged, indicating a stable central estimate for SkiStar's equity value per share.
DOM
SEK 32.62
Dometic Group
7D
-3.9%
1Y
-19.6%
Analysis Article • Apr 26

Earnings Beat: Dometic Group AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

As you might know, Dometic Group AB (publ) ( STO:DOM ) just kicked off its latest quarterly results with some very...
ASMDEE B
SEK 127.80
Asmodee Group
7D
3.1%
1Y
8.2%
New Narrative • Feb 20

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?