Narrative Update • Jun 04

Over the last 7 days, the Consumer Durables industry has dropped 4.3%, driven by a pullback from AB Electrolux of 10%. However, the industry is down 37% over the past year. As for the next few years, earnings are expected to grow by 59% per annum.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | SEK 27.4b | SEK 163.5b | -SEK 219,058,703.00 | 21.9x | -124.9x | 0.2x |
| Tue, 12 May 2026 | SEK 36.2b | SEK 163.5b | -SEK 218,940,703.00 | 38.3x | -165.3x | 0.2x |
| Thu, 09 Apr 2026 | SEK 40.2b | SEK 166.5b | SEK 152.1m | 17.2x | 264.5x | 0.2x |
| Sat, 07 Mar 2026 | SEK 40.9b | SEK 166.5b | SEK 152.1m | 17.7x | 268.7x | 0.2x |
| Mon, 02 Feb 2026 | SEK 45.0b | SEK 170.9b | -SEK 1,994,871,760.00 | 22.1x | -22.6x | 0.3x |
| Wed, 31 Dec 2025 | SEK 42.7b | SEK 175.0b | -SEK 2,186,871,760.00 | 30.7x | -19.5x | 0.2x |
| Fri, 28 Nov 2025 | SEK 40.5b | SEK 175.2b | -SEK 2,186,679,165.00 | 28.4x | -18.5x | 0.2x |
| Sun, 26 Oct 2025 | SEK 41.1b | SEK 177.2b | -SEK 1,086,251,165.00 | 42.4x | -37.9x | 0.2x |
| Tue, 23 Sep 2025 | SEK 38.7b | SEK 177.8b | -SEK 937,251,165.00 | 27.4x | -41.3x | 0.2x |
| Thu, 21 Aug 2025 | SEK 42.1b | SEK 177.7b | -SEK 940,402,328.00 | 28.1x | -44.8x | 0.2x |
| Sat, 19 Jul 2025 | SEK 42.5b | SEK 180.5b | -SEK 1,227,202,238.00 | 19.7x | -34.6x | 0.2x |
| Mon, 16 Jun 2025 | SEK 43.6b | SEK 183.5b | -SEK 1,273,953,245.00 | 18.7x | -34.2x | 0.2x |
| Wed, 14 May 2025 | SEK 45.4b | SEK 183.8b | -SEK 1,238,813,388.00 | 19.8x | -36.7x | 0.2x |
| Fri, 11 Apr 2025 | SEK 43.1b | SEK 183.3b | -SEK 2,278,185,626.00 | 17.2x | -18.9x | 0.2x |
| Sun, 09 Mar 2025 | SEK 52.5b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.4x | -23x | 0.3x |
| Tue, 04 Feb 2025 | SEK 54.5b | SEK 185.7b | -SEK 1,564,891,959.00 | 22.5x | -34.8x | 0.3x |
| Thu, 02 Jan 2025 | SEK 51.5b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.7x | -8.8x | 0.3x |
| Sat, 30 Nov 2024 | SEK 48.8b | SEK 183.4b | -SEK 5,835,950,247.00 | 25.8x | -8.4x | 0.3x |
| Mon, 28 Oct 2024 | SEK 52.9b | SEK 183.0b | -SEK 5,795,724,891.00 | 19.9x | -9.1x | 0.3x |
| Wed, 25 Sep 2024 | SEK 57.0b | SEK 186.1b | -SEK 5,994,024,891.00 | 20.8x | -9.5x | 0.3x |
| Fri, 23 Aug 2024 | SEK 57.1b | SEK 184.8b | -SEK 5,990,630,777.00 | 22x | -9.5x | 0.3x |
| Sun, 21 Jul 2024 | SEK 57.2b | SEK 186.1b | -SEK 5,776,730,777.00 | 20.1x | -9.9x | 0.3x |
| Tue, 18 Jun 2024 | SEK 55.9b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.9x | -9x | 0.3x |
| Thu, 16 May 2024 | SEK 59.5b | SEK 183.9b | -SEK 6,000,343,852.00 | 19.7x | -9.9x | 0.3x |
| Sat, 13 Apr 2024 | SEK 53.3b | SEK 188.9b | -SEK 4,985,629,264.00 | 13.6x | -10.7x | 0.3x |
| Mon, 11 Mar 2024 | SEK 50.6b | SEK 189.8b | -SEK 5,407,729,264.00 | 15.7x | -9.4x | 0.3x |
| Wed, 07 Feb 2024 | SEK 50.3b | SEK 190.8b | -SEK 5,432,646,214.00 | 15.8x | -9.3x | 0.3x |
| Fri, 05 Jan 2024 | SEK 54.7b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.6x | -21.7x | 0.3x |
| Sun, 03 Dec 2023 | SEK 51.2b | SEK 197.6b | -SEK 2,516,243,022.00 | 13.8x | -20.4x | 0.3x |
| Tue, 31 Oct 2023 | SEK 46.9b | SEK 197.7b | -SEK 1,104,275,289.00 | 10.9x | -42.4x | 0.2x |
| Thu, 28 Sep 2023 | SEK 52.0b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.3x | -19.8x | 0.3x |
| Sat, 26 Aug 2023 | SEK 55.1b | SEK 197.4b | -SEK 2,635,198,271.00 | 13.5x | -20.9x | 0.3x |
| Mon, 24 Jul 2023 | SEK 57.7b | SEK 197.4b | -SEK 2,635,198,271.00 | 13.7x | -21.9x | 0.3x |
| Wed, 21 Jun 2023 | SEK 62.5b | SEK 198.5b | -SEK 1,283,576,271.00 | 13.7x | -48.7x | 0.3x |
-48.7x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 0.29% | |
| Consumer Discretionary | 1.67% | |
| Consumer Durables | -4.27% | |
| Homebuilding | -0.11% | |
| Home Furnishings | -4.40% | |
| Housewares and Specialties | -4.65% | |
| Consumer Electronics | -5.25% | |
| Household Appliances | -10.21% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BONAV B Bonava | SEK 8.62 | 1.4% +SEK 38.6m | -26.9% | PS0.4x | |
| BESQAB Besqab | SEK 25.40 | 0.8% +SEK 20.7m | 15.5% | PE398.6x | |
| WTW A Wall to Wall Group | SEK 31.90 | 0.9% +SEK 4.0m | -43.2% | PS0.5x | |
| LAIR LightAir | SEK 0.72 | 5.1% +SEK 1.3m | -56.1% | PS1.9x | |
| CANDLE B Candles Scandinavia | SEK 35.70 | 0.3% +SEK 992.8k | 46.9% | PS0.7x |