Narrative Update • Jun 22

Over the last 7 days, the Leisure industry has dropped 2.3%, driven by Thule Group declining 6.3%. However, the industry is down 16% over the past year. Earnings are forecast to grow by 29% annually.
Has the Swedish Leisure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | SEK 83.8b | SEK 30.9b | SEK 1.4b | 48.1x | 58.5x | 2.7x |
| Fri, 22 May 2026 | SEK 88.5b | SEK 29.8b | SEK 1.6b | 50.9x | 56.4x | 3x |
| Sun, 19 Apr 2026 | SEK 87.5b | SEK 29.8b | SEK 1.5b | 61.4x | 58.2x | 2.9x |
| Tue, 17 Mar 2026 | SEK 78.0b | SEK 29.8b | SEK 1.5b | 52.7x | 51.9x | 2.6x |
| Thu, 12 Feb 2026 | SEK 84.2b | SEK 28.4b | SEK 1.0b | 38.5x | 81.6x | 3x |
| Sat, 10 Jan 2026 | SEK 85.3b | SEK 28.5b | SEK 1.0b | 46.4x | 82.4x | 3x |
| Mon, 08 Dec 2025 | SEK 86.8b | SEK 28.9b | SEK 1.0b | 42.2x | 84x | 3x |
| Wed, 05 Nov 2025 | SEK 88.5b | SEK 28.2b | SEK 1.2b | 62.8x | 74.3x | 3.1x |
| Fri, 03 Oct 2025 | SEK 87.9b | SEK 28.2b | SEK 1.2b | 65.8x | 75.7x | 3.1x |
| Sun, 31 Aug 2025 | SEK 90.9b | SEK 28.2b | SEK 1.2b | 76x | 78.2x | 3.2x |
| Tue, 29 Jul 2025 | SEK 96.1b | SEK 27.4b | SEK 1.1b | 80.8x | 87.1x | 3.5x |
| Thu, 26 Jun 2025 | SEK 94.2b | SEK 27.3b | SEK 1.2b | 78.3x | 80x | 3.5x |
| Sat, 24 May 2025 | SEK 90.7b | SEK 26.2b | -SEK 5,662,848,101.26 | 46.4x | -16x | 3.5x |
| Mon, 21 Apr 2025 | SEK 82.6b | SEK 26.2b | -SEK 5,699,118,798.97 | 45.1x | -14.5x | 3.2x |
| Wed, 19 Mar 2025 | SEK 93.3b | SEK 26.2b | -SEK 5,710,422,152.56 | 54.4x | -16.3x | 3.6x |
| Fri, 14 Feb 2025 | SEK 55.8b | SEK 11.9b | SEK 1.2b | 67.3x | 47.1x | 4.7x |
| Sun, 12 Jan 2025 | SEK 48.4b | SEK 11.8b | SEK 1.2b | 76.8x | 40.4x | 4.1x |
| Tue, 10 Dec 2024 | SEK 51.4b | SEK 11.8b | SEK 1.2b | 75.8x | 42.9x | 4.3x |
| Thu, 07 Nov 2024 | SEK 48.8b | SEK 11.6b | SEK 1.2b | 77.9x | 40.5x | 4.2x |
| Sat, 05 Oct 2024 | SEK 47.2b | SEK 11.6b | SEK 1.2b | 54.6x | 38.5x | 4.1x |
| Mon, 02 Sep 2024 | SEK 48.6b | SEK 11.6b | SEK 1.2b | 61.4x | 39.7x | 4.2x |
| Wed, 31 Jul 2024 | SEK 45.7b | SEK 11.6b | SEK 1.2b | 71.3x | 37.2x | 3.9x |
| Fri, 28 Jun 2024 | SEK 41.4b | SEK 11.6b | SEK 1.2b | 26.3x | 34x | 3.6x |
| Sun, 26 May 2024 | SEK 45.9b | SEK 11.6b | SEK 1.2b | 30.3x | 37.7x | 3.9x |
| Tue, 23 Apr 2024 | SEK 41.3b | SEK 11.7b | SEK 1.2b | 72.2x | 34.9x | 3.5x |
| Thu, 21 Mar 2024 | SEK 41.1b | SEK 11.7b | SEK 1.2b | 72.4x | 34.7x | 3.5x |
| Sat, 17 Feb 2024 | SEK 41.4b | SEK 11.7b | SEK 1.2b | 85.9x | 35.1x | 3.5x |
| Mon, 15 Jan 2024 | SEK 36.9b | SEK 12.0b | SEK 1.2b | 74.9x | 31.6x | 3.1x |
| Wed, 13 Dec 2023 | SEK 37.2b | SEK 12.0b | SEK 1.2b | 72.7x | 31.9x | 3.1x |
| Fri, 10 Nov 2023 | SEK 37.2b | SEK 12.0b | SEK 1.2b | 73.1x | 31.5x | 3.1x |
| Sun, 08 Oct 2023 | SEK 37.9b | SEK 11.9b | SEK 1.2b | 29.8x | 32.9x | 3.2x |
| Tue, 05 Sep 2023 | SEK 44.8b | SEK 11.9b | SEK 1.2b | 35.5x | 38.9x | 3.8x |
| Thu, 03 Aug 2023 | SEK 47.5b | SEK 11.9b | SEK 1.2b | 36.4x | 40.6x | 4x |
| Sat, 01 Jul 2023 | SEK 48.7b | SEK 12.2b | SEK 1.3b | 32.7x | 37.1x | 4x |
37.1x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | -0.89% | |
| Consumer Discretionary | -1.78% | |
| Leisure | -2.31% | |
| Leisure Products | -2.31% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ASMDEE B Asmodee Group | SEK 135.20 | 0.8% +SEK 260.4m | 9.7% | PE104.2x |