Narrative Update • Jul 10

Over the last 7 days, the Consumer Durables industry has dropped 11%, driven by a pullback from AB Electrolux of 13%. Meanwhile, Embellence Group actually outperformed within the industry, gaining 5.4% in the last week. The industry has fallen 53% in the last year. Looking forward, earnings are forecast to grow by 71% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | SEK 41.6b | SEK 163.2b | -SEK 272,758,703.00 | 19.2x | -152.6x | 0.3x |
| Tue, 09 Jun 2026 | SEK 28.2b | SEK 163.5b | -SEK 218,940,703.00 | 24.4x | -128.9x | 0.2x |
| Thu, 07 May 2026 | SEK 37.2b | SEK 162.8b | -SEK 331,414,372.00 | 27.8x | -112.1x | 0.2x |
| Sat, 04 Apr 2026 | SEK 38.9b | SEK 166.5b | SEK 152.1m | 16.7x | 255.8x | 0.2x |
| Mon, 02 Mar 2026 | SEK 44.2b | SEK 166.5b | SEK 137.3m | 19.1x | 322.2x | 0.3x |
| Wed, 28 Jan 2026 | SEK 43.3b | SEK 175.0b | -SEK 2,186,871,760.00 | 30.7x | -19.8x | 0.2x |
| Fri, 26 Dec 2025 | SEK 41.8b | SEK 175.3b | -SEK 2,201,923,760.00 | 29.8x | -19x | 0.2x |
| Sun, 23 Nov 2025 | SEK 38.8b | SEK 175.2b | -SEK 2,186,679,165.00 | 26.9x | -17.7x | 0.2x |
| Tue, 21 Oct 2025 | SEK 40.5b | SEK 177.8b | -SEK 937,251,165.00 | 29.5x | -43.2x | 0.2x |
| Thu, 18 Sep 2025 | SEK 39.1b | SEK 177.8b | -SEK 937,251,165.00 | 27.6x | -41.7x | 0.2x |
| Sat, 16 Aug 2025 | SEK 42.1b | SEK 177.7b | -SEK 901,202,328.00 | 28.1x | -46.7x | 0.2x |
| Mon, 14 Jul 2025 | SEK 45.6b | SEK 182.1b | -SEK 1,377,102,238.00 | 19.5x | -33.1x | 0.3x |
| Wed, 11 Jun 2025 | SEK 43.6b | SEK 183.5b | -SEK 1,284,752,271.00 | 19.2x | -34x | 0.2x |
| Fri, 09 May 2025 | SEK 43.1b | SEK 184.2b | -SEK 1,139,313,388.00 | 19.1x | -37.8x | 0.2x |
| Sun, 06 Apr 2025 | SEK 45.3b | SEK 183.3b | -SEK 2,278,185,626.00 | 17.8x | -19.9x | 0.2x |
| Tue, 04 Mar 2025 | SEK 52.7b | SEK 182.4b | -SEK 2,415,295,657.00 | 19.8x | -21.8x | 0.3x |
| Thu, 30 Jan 2025 | SEK 57.5b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.1x | -9.9x | 0.3x |
| Sat, 28 Dec 2024 | SEK 51.5b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.7x | -8.8x | 0.3x |
| Mon, 25 Nov 2024 | SEK 49.0b | SEK 183.4b | -SEK 5,838,294,031.00 | 24.9x | -8.4x | 0.3x |
| Wed, 23 Oct 2024 | SEK 56.8b | SEK 185.2b | -SEK 5,809,024,891.00 | 17.5x | -9.8x | 0.3x |
| Fri, 20 Sep 2024 | SEK 57.6b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.3x | -9.6x | 0.3x |
| Sun, 18 Aug 2024 | SEK 57.1b | SEK 184.8b | -SEK 5,990,630,777.00 | 22.5x | -9.5x | 0.3x |
| Tue, 16 Jul 2024 | SEK 55.9b | SEK 185.7b | -SEK 6,316,330,777.00 | 20x | -8.9x | 0.3x |
| Thu, 13 Jun 2024 | SEK 57.7b | SEK 184.4b | -SEK 6,236,330,777.00 | 22.2x | -9.2x | 0.3x |
| Sat, 11 May 2024 | SEK 58.4b | SEK 184.6b | -SEK 6,109,343,852.00 | 17.7x | -9.6x | 0.3x |
| Mon, 08 Apr 2024 | SEK 54.2b | SEK 189.8b | -SEK 5,407,729,264.00 | 16x | -10x | 0.3x |
| Wed, 06 Mar 2024 | SEK 48.9b | SEK 189.8b | -SEK 5,407,729,264.00 | 16.2x | -9x | 0.3x |
| Fri, 02 Feb 2024 | SEK 52.7b | SEK 191.7b | -SEK 3,269,378,214.00 | 15.2x | -16.1x | 0.3x |
| Sun, 31 Dec 2023 | SEK 55.8b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.2x | -22.2x | 0.3x |
| Tue, 28 Nov 2023 | SEK 50.9b | SEK 197.5b | -SEK 1,113,766,154.00 | 13.1x | -45.7x | 0.3x |
| Thu, 26 Oct 2023 | SEK 50.0b | SEK 197.6b | -SEK 2,034,175,289.00 | 9.4x | -24.6x | 0.3x |
| Sat, 23 Sep 2023 | SEK 53.0b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.4x | -20.2x | 0.3x |
| Mon, 21 Aug 2023 | SEK 57.8b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.4x | -21.9x | 0.3x |
| Wed, 19 Jul 2023 | SEK 65.4b | SEK 198.9b | -SEK 1,466,898,271.00 | 14x | -44.6x | 0.3x |
-44.6x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | -1.78% | |
| Consumer Discretionary | -1.26% | |
| Consumer Durables | -10.62% | |
| Consumer Electronics | 11.92% | |
| Home Furnishings | 0.027% | |
| Housewares and Specialties | -4.89% | |
| Homebuilding | -11.27% | |
| Household Appliances | -12.89% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EMBELL Embellence Group | SEK 35.00 | 5.4% +SEK 42.4m | 0.3% | PE13.1x | |
| PRFO Profoto Holding | SEK 9.20 | 11.9% +SEK 39.2m | -60.9% | PS0.6x | |
| WTW A Wall to Wall Group | SEK 35.30 | 6.0% +SEK 26.7m | -24.6% | PS0.6x | |
| CANDLE B Candles Scandinavia | SEK 37.40 | 3.9% +SEK 13.9m | 47.8% | PS0.7x | |
| LAIR LightAir | SEK 0.72 | 1.4% +SEK 384.3k | -41.5% | PS1.9x |