Narrative Update • Aug 19

Over the last 7 days, the Consumer Durables industry has remained flat, although notably JM declined by 3.6%. As for the longer term, the industry has declined 42% in the last year. Earnings are forecast to grow by 91% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 23 Aug 2026 | SEK 46.3b | SEK 163.1b | -SEK 2,136,291,993.00 | 18.3x | -21.7x | 0.3x |
| Tue, 21 Jul 2026 | SEK 40.5b | SEK 162.8b | -SEK 331,758,703.00 | 21.3x | -122x | 0.2x |
| Thu, 18 Jun 2026 | SEK 26.9b | SEK 163.5b | -SEK 219,058,703.00 | 20.5x | -122.9x | 0.2x |
| Sat, 16 May 2026 | SEK 33.7b | SEK 163.5b | -SEK 218,940,703.00 | 37x | -153.9x | 0.2x |
| Mon, 13 Apr 2026 | SEK 40.0b | SEK 166.5b | SEK 152.1m | 17.1x | 263.2x | 0.2x |
| Wed, 11 Mar 2026 | SEK 40.5b | SEK 166.5b | SEK 152.1m | 17.5x | 266x | 0.2x |
| Fri, 06 Feb 2026 | SEK 47.6b | SEK 170.9b | -SEK 1,981,971,760.00 | 25.3x | -24x | 0.3x |
| Sun, 04 Jan 2026 | SEK 43.3b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.5x | -19.8x | 0.2x |
| Tue, 02 Dec 2025 | SEK 41.0b | SEK 175.2b | -SEK 2,186,679,165.00 | 29x | -18.8x | 0.2x |
| Thu, 30 Oct 2025 | SEK 41.1b | SEK 176.3b | -SEK 764,451,165.00 | 34x | -53.7x | 0.2x |
| Sat, 27 Sep 2025 | SEK 38.8b | SEK 177.8b | -SEK 937,251,165.00 | 27.6x | -41.4x | 0.2x |
| Mon, 25 Aug 2025 | SEK 42.5b | SEK 177.7b | -SEK 943,070,328.00 | 28.3x | -45.1x | 0.2x |
| Wed, 23 Jul 2025 | SEK 42.2b | SEK 177.7b | -SEK 901,202,328.00 | 28x | -46.8x | 0.2x |
| Fri, 20 Jun 2025 | SEK 43.5b | SEK 183.5b | -SEK 1,273,953,245.00 | 18.5x | -34.1x | 0.2x |
| Sun, 18 May 2025 | SEK 44.5b | SEK 183.8b | -SEK 1,238,976,388.00 | 19.3x | -35.9x | 0.2x |
| Tue, 15 Apr 2025 | SEK 44.2b | SEK 183.3b | -SEK 2,278,185,626.00 | 17.8x | -19.4x | 0.2x |
| Thu, 13 Mar 2025 | SEK 50.6b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.5x | -22.2x | 0.3x |
| Sat, 08 Feb 2025 | SEK 53.0b | SEK 182.1b | -SEK 2,455,891,959.00 | 22.9x | -21.6x | 0.3x |
| Mon, 06 Jan 2025 | SEK 51.3b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.6x | -8.8x | 0.3x |
| Wed, 04 Dec 2024 | SEK 48.8b | SEK 183.4b | -SEK 5,827,891,959.00 | 24.2x | -8.4x | 0.3x |
| Fri, 01 Nov 2024 | SEK 53.7b | SEK 183.0b | -SEK 5,795,724,891.00 | 20.1x | -9.3x | 0.3x |
| Sun, 29 Sep 2024 | SEK 58.3b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.4x | -9.7x | 0.3x |
| Tue, 27 Aug 2024 | SEK 59.0b | SEK 184.8b | -SEK 5,983,010,309.00 | 22.7x | -9.9x | 0.3x |
| Thu, 25 Jul 2024 | SEK 57.5b | SEK 184.8b | -SEK 5,961,730,777.00 | 20.4x | -9.6x | 0.3x |
| Sat, 22 Jun 2024 | SEK 55.5b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.5x | -8.9x | 0.3x |
| Mon, 20 May 2024 | SEK 59.3b | SEK 183.9b | -SEK 5,968,235,420.00 | 17.9x | -9.9x | 0.3x |
| Wed, 17 Apr 2024 | SEK 52.9b | SEK 188.9b | -SEK 4,985,629,264.00 | 13.4x | -10.6x | 0.3x |
| Fri, 15 Mar 2024 | SEK 52.3b | SEK 189.8b | -SEK 5,407,729,264.00 | 16x | -9.7x | 0.3x |
| Sun, 11 Feb 2024 | SEK 49.0b | SEK 190.7b | -SEK 5,442,567,914.00 | 15.7x | -9x | 0.3x |
| Tue, 09 Jan 2024 | SEK 55.3b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.7x | -22x | 0.3x |
| Thu, 07 Dec 2023 | SEK 52.1b | SEK 197.6b | -SEK 2,516,243,022.00 | 14.1x | -20.7x | 0.3x |
| Sat, 04 Nov 2023 | SEK 49.6b | SEK 197.7b | -SEK 1,103,769,353.00 | 11.6x | -44.9x | 0.3x |
| Mon, 02 Oct 2023 | SEK 53.4b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.5x | -20.4x | 0.3x |
| Wed, 30 Aug 2023 | SEK 55.6b | SEK 197.4b | -SEK 2,646,203,175.00 | 12.7x | -21x | 0.3x |
-21x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 0.34% | |
| Consumer Discretionary | 3.08% | |
| Consumer Durables | -0.27% | |
| Household Appliances | 2.60% | |
| Housewares and Specialties | 0.51% | |
| Consumer Electronics | -2.05% | |
| Homebuilding | -3.70% | |
| Home Furnishings | -5.64% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ELUX B AB Electrolux | SEK 30.08 | 2.6% +SEK 616.7m | -50.9% | PS0.2x | |
| DUNI Duni | SEK 79.30 | 0.5% +SEK 18.8m | -14.1% | PE18.3x | |
| LAIR LightAir | SEK 1.05 | 9.4% +SEK 3.5m | 23.5% | PS2.8x | |
| EATG EatGood Sweden | SEK 0.46 | 1.8% +SEK 218.7k | -61.2% | PS3.7x |