Narrative Update • Jun 17

Over the last 7 days, the Consumer Durables industry has dropped 1.1%, driven by declines in AB Electrolux and Duni of 3.0% and 6.1%, respectively. However, the industry is down 37% over the past year. Earnings are forecast to grow by 60% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | SEK 27.2b | SEK 163.5b | -SEK 219,058,703.00 | 21.4x | -124x | 0.2x |
| Sun, 17 May 2026 | SEK 33.7b | SEK 163.5b | -SEK 218,940,703.00 | 37x | -153.9x | 0.2x |
| Tue, 14 Apr 2026 | SEK 39.6b | SEK 166.5b | SEK 152.1m | 16.9x | 260.2x | 0.2x |
| Thu, 12 Mar 2026 | SEK 39.9b | SEK 166.5b | SEK 152.1m | 17.3x | 262.6x | 0.2x |
| Sat, 07 Feb 2026 | SEK 47.8b | SEK 166.5b | SEK 376.0m | 25.7x | 127.2x | 0.3x |
| Mon, 05 Jan 2026 | SEK 43.3b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.5x | -19.8x | 0.2x |
| Wed, 03 Dec 2025 | SEK 40.6b | SEK 175.2b | -SEK 2,186,679,165.00 | 28.8x | -18.6x | 0.2x |
| Fri, 31 Oct 2025 | SEK 42.7b | SEK 176.3b | -SEK 764,451,165.00 | 33.5x | -55.9x | 0.2x |
| Sun, 28 Sep 2025 | SEK 38.8b | SEK 177.8b | -SEK 937,251,165.00 | 27.6x | -41.4x | 0.2x |
| Tue, 26 Aug 2025 | SEK 42.2b | SEK 177.7b | -SEK 943,070,328.00 | 28x | -44.7x | 0.2x |
| Thu, 24 Jul 2025 | SEK 43.2b | SEK 177.7b | -SEK 901,202,328.00 | 28.4x | -47.9x | 0.2x |
| Sat, 21 Jun 2025 | SEK 43.5b | SEK 183.5b | -SEK 1,273,953,245.00 | 18.5x | -34.1x | 0.2x |
| Mon, 19 May 2025 | SEK 44.5b | SEK 183.8b | -SEK 1,238,976,388.00 | 19.3x | -35.9x | 0.2x |
| Wed, 16 Apr 2025 | SEK 44.9b | SEK 183.3b | -SEK 2,278,185,626.00 | 18x | -19.7x | 0.2x |
| Fri, 14 Mar 2025 | SEK 50.4b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.5x | -22.1x | 0.3x |
| Sun, 09 Feb 2025 | SEK 53.0b | SEK 182.1b | -SEK 2,455,891,959.00 | 22.9x | -21.6x | 0.3x |
| Tue, 07 Jan 2025 | SEK 51.3b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.6x | -8.8x | 0.3x |
| Thu, 05 Dec 2024 | SEK 49.7b | SEK 183.4b | -SEK 5,827,891,959.00 | 24.4x | -8.5x | 0.3x |
| Sat, 02 Nov 2024 | SEK 53.5b | SEK 183.0b | -SEK 5,794,213,031.00 | 20.8x | -9.2x | 0.3x |
| Mon, 30 Sep 2024 | SEK 58.3b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.4x | -9.7x | 0.3x |
| Wed, 28 Aug 2024 | SEK 57.8b | SEK 184.8b | -SEK 5,983,010,309.00 | 22.3x | -9.7x | 0.3x |
| Fri, 26 Jul 2024 | SEK 57.7b | SEK 184.8b | -SEK 5,961,730,777.00 | 20.5x | -9.7x | 0.3x |
| Sun, 23 Jun 2024 | SEK 55.5b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.5x | -8.9x | 0.3x |
| Tue, 21 May 2024 | SEK 58.8b | SEK 183.9b | -SEK 5,968,235,420.00 | 17.7x | -9.9x | 0.3x |
| Thu, 18 Apr 2024 | SEK 52.1b | SEK 188.9b | -SEK 4,985,629,264.00 | 13.6x | -10.5x | 0.3x |
| Sat, 16 Mar 2024 | SEK 51.8b | SEK 189.8b | -SEK 5,407,729,264.00 | 15.7x | -9.6x | 0.3x |
| Mon, 12 Feb 2024 | SEK 49.0b | SEK 190.7b | -SEK 5,442,567,914.00 | 15.7x | -9x | 0.3x |
| Wed, 10 Jan 2024 | SEK 54.8b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.7x | -21.8x | 0.3x |
| Fri, 08 Dec 2023 | SEK 52.4b | SEK 197.6b | -SEK 2,516,243,022.00 | 14.4x | -20.8x | 0.3x |
| Sun, 05 Nov 2023 | SEK 49.6b | SEK 197.3b | -SEK 1,082,769,353.00 | 11.6x | -45.8x | 0.3x |
| Tue, 03 Oct 2023 | SEK 53.4b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.2x | -20.4x | 0.3x |
| Thu, 31 Aug 2023 | SEK 55.6b | SEK 197.4b | -SEK 2,645,686,175.00 | 12.7x | -21x | 0.3x |
| Sat, 29 Jul 2023 | SEK 60.7b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.2x | -23x | 0.3x |
| Mon, 26 Jun 2023 | SEK 60.9b | SEK 198.5b | -SEK 1,282,598,271.00 | 13.5x | -47.5x | 0.3x |
-47.5x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 2.18% | |
| Consumer Discretionary | -1.00% | |
| Consumer Durables | -1.07% | |
| Homebuilding | 1.52% | |
| Home Furnishings | 0.14% | |
| Household Appliances | -3.02% | |
| Consumer Electronics | -3.96% | |
| Housewares and Specialties | -6.05% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JM JM | SEK 114.50 | 1.5% +SEK 109.7m | -21.9% | PE139.4x | |
| BONAV B Bonava | SEK 8.57 | 2.1% +SEK 57.9m | -24.2% | PS0.4x | |
| WTW A Wall to Wall Group | SEK 34.20 | 7.2% +SEK 30.7m | -35.5% | PS0.6x | |
| NOBI Nobia | SEK 14.05 | 1.6% +SEK 14.8m | -65.4% | PS0.2x | |
| EATG EatGood Sweden | SEK 0.46 | 1.8% +SEK 218.7k | -61.2% | PS3.7x |