Narrative Update • May 19

Over the last 7 days, the Consumer Durables industry has dropped 2.6%, driven by AB Electrolux declining 4.1%. However, the industry is down 22% over the past year. As for the next few years, earnings are expected to grow by 70% per annum.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | SEK 33.3b | SEK 163.5b | -SEK 218,940,703.00 | 36.1x | -152x | 0.2x |
| Sun, 19 Apr 2026 | SEK 40.6b | SEK 166.5b | SEK 152.1m | 17.4x | 266.7x | 0.2x |
| Tue, 17 Mar 2026 | SEK 38.1b | SEK 166.5b | SEK 152.1m | 16.6x | 250.8x | 0.2x |
| Thu, 12 Feb 2026 | SEK 48.6b | SEK 166.3b | SEK 165.4m | 26.8x | 293.7x | 0.3x |
| Sat, 10 Jan 2026 | SEK 43.8b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.2x | -20x | 0.3x |
| Mon, 08 Dec 2025 | SEK 40.5b | SEK 175.3b | -SEK 2,201,923,760.00 | 29.1x | -18.4x | 0.2x |
| Wed, 05 Nov 2025 | SEK 40.7b | SEK 175.4b | -SEK 337,451,165.00 | 28.9x | -120.5x | 0.2x |
| Fri, 03 Oct 2025 | SEK 39.6b | SEK 177.8b | -SEK 937,251,165.00 | 28.3x | -42.3x | 0.2x |
| Sun, 31 Aug 2025 | SEK 40.1b | SEK 177.8b | -SEK 941,835,165.00 | 27.3x | -42.6x | 0.2x |
| Tue, 29 Jul 2025 | SEK 43.6b | SEK 177.7b | -SEK 901,202,328.00 | 28.5x | -48.3x | 0.2x |
| Thu, 26 Jun 2025 | SEK 43.8b | SEK 183.5b | -SEK 1,273,953,245.00 | 18.1x | -34.4x | 0.2x |
| Sat, 24 May 2025 | SEK 43.4b | SEK 183.8b | -SEK 1,245,332,388.00 | 18.5x | -34.8x | 0.2x |
| Mon, 21 Apr 2025 | SEK 44.3b | SEK 183.3b | -SEK 2,278,015,626.00 | 18x | -19.4x | 0.2x |
| Wed, 19 Mar 2025 | SEK 51.9b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.5x | -22.8x | 0.3x |
| Fri, 14 Feb 2025 | SEK 54.6b | SEK 182.2b | -SEK 2,425,891,959.00 | 23.7x | -22.5x | 0.3x |
| Sun, 12 Jan 2025 | SEK 49.9b | SEK 183.4b | -SEK 5,827,891,959.00 | 21.1x | -8.6x | 0.3x |
| Tue, 10 Dec 2024 | SEK 52.0b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.6x | -8.9x | 0.3x |
| Thu, 07 Nov 2024 | SEK 52.2b | SEK 182.4b | -SEK 5,866,213,031.00 | 21.5x | -8.9x | 0.3x |
| Sat, 05 Oct 2024 | SEK 59.8b | SEK 186.1b | -SEK 5,994,024,891.00 | 22.1x | -10x | 0.3x |
| Mon, 02 Sep 2024 | SEK 58.3b | SEK 184.8b | -SEK 5,996,441,891.00 | 22.2x | -9.7x | 0.3x |
| Wed, 31 Jul 2024 | SEK 58.2b | SEK 184.8b | -SEK 5,961,730,777.00 | 21.9x | -9.8x | 0.3x |
| Fri, 28 Jun 2024 | SEK 54.3b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.5x | -8.7x | 0.3x |
| Sun, 26 May 2024 | SEK 56.4b | SEK 183.9b | -SEK 5,968,329,685.00 | 17.7x | -9.5x | 0.3x |
| Tue, 23 Apr 2024 | SEK 52.6b | SEK 188.9b | -SEK 4,985,642,264.00 | 13.4x | -10.6x | 0.3x |
| Thu, 21 Mar 2024 | SEK 52.7b | SEK 189.8b | -SEK 5,407,729,264.00 | 16.7x | -9.7x | 0.3x |
| Sat, 17 Feb 2024 | SEK 49.8b | SEK 190.7b | -SEK 5,442,567,914.00 | 15.7x | -9.2x | 0.3x |
| Mon, 15 Jan 2024 | SEK 53.6b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.4x | -21.3x | 0.3x |
| Wed, 13 Dec 2023 | SEK 50.8b | SEK 197.6b | -SEK 2,516,243,022.00 | 14.6x | -20.2x | 0.3x |
| Fri, 10 Nov 2023 | SEK 50.5b | SEK 197.2b | -SEK 1,111,269,353.00 | 11.7x | -45.5x | 0.3x |
| Sun, 08 Oct 2023 | SEK 53.0b | SEK 197.4b | -SEK 2,622,375,289.00 | 9x | -20.2x | 0.3x |
| Tue, 05 Sep 2023 | SEK 55.3b | SEK 197.2b | -SEK 2,634,421,289.00 | 11.2x | -21x | 0.3x |
| Thu, 03 Aug 2023 | SEK 59.2b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.2x | -22.5x | 0.3x |
| Sat, 01 Jul 2023 | SEK 64.4b | SEK 198.5b | -SEK 1,283,424,657.00 | 14.6x | -50.2x | 0.3x |
| Mon, 29 May 2023 | SEK 66.5b | SEK 198.5b | -SEK 1,220,533,198.00 | 13.8x | -54.5x | 0.3x |
-54.5x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 1.92% | |
| Consumer Discretionary | 3.69% | |
| Consumer Durables | -2.62% | |
| Homebuilding | -0.97% | |
| Home Furnishings | -2.61% | |
| Housewares and Specialties | -2.77% | |
| Household Appliances | -4.13% | |
| Consumer Electronics | -4.87% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BONAV B Bonava | SEK 9.11 | 3.2% +SEK 90.0m | -24.7% | PS0.4x | |
| WTW A Wall to Wall Group | SEK 29.50 | 5.4% +SEK 20.0m | -50.0% | PS0.5x | |
| EATG EatGood Sweden | SEK 0.46 | 1.8% +SEK 218.7k | -61.2% | PS3.7x |