Narrative Update • Aug 14

Over the last 7 days, the Consumer Durables industry has dropped 3.6%, driven by a pullback from Garmin of 3.9%. However, the industry is down 3.7% over the past year. Earnings are forecast to grow by 9.9% annually.
Has the U.S. Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 19 Aug 2026 | US$280.6b | US$216.5b | US$14.9b | 14x | 18.9x | 1.3x |
| Fri, 17 Jul 2026 | US$269.6b | US$224.9b | US$15.7b | 13.6x | 17.2x | 1.2x |
| Sun, 14 Jun 2026 | US$277.0b | US$231.0b | US$15.8b | 13.2x | 17.6x | 1.2x |
| Tue, 12 May 2026 | US$268.2b | US$235.5b | US$16.2b | 12.3x | 16.6x | 1.1x |
| Thu, 09 Apr 2026 | US$262.7b | US$237.8b | US$16.9b | 12.1x | 15.6x | 1.1x |
| Sat, 07 Mar 2026 | US$290.3b | US$239.2b | US$17.2b | 12x | 16.9x | 1.2x |
| Mon, 02 Feb 2026 | US$286.8b | US$238.6b | US$17.5b | 11.7x | 16.4x | 1.2x |
| Wed, 31 Dec 2025 | US$280.7b | US$240.2b | US$18.2b | 10.5x | 15.4x | 1.2x |
| Fri, 28 Nov 2025 | US$293.6b | US$241.1b | US$18.9b | 11.8x | 15.5x | 1.2x |
| Sun, 26 Oct 2025 | US$301.7b | US$240.9b | US$19.2b | 11.1x | 15.7x | 1.3x |
| Tue, 23 Sep 2025 | US$313.2b | US$241.7b | US$20.0b | 11.7x | 15.6x | 1.3x |
| Thu, 21 Aug 2025 | US$314.4b | US$242.3b | US$20.7b | 10.9x | 15.2x | 1.3x |
| Sat, 19 Jul 2025 | US$278.7b | US$242.7b | US$20.9b | 9.4x | 13.3x | 1.1x |
| Mon, 16 Jun 2025 | US$255.1b | US$244.8b | US$21.9b | 8.2x | 11.6x | 1x |
| Wed, 14 May 2025 | US$267.2b | US$244.7b | US$22.1b | 8.6x | 12.1x | 1.1x |
| Fri, 11 Apr 2025 | US$253.6b | US$247.9b | US$22.1b | 7.7x | 11.5x | 1x |
| Sun, 09 Mar 2025 | US$281.7b | US$248.1b | US$22.2b | 10.9x | 12.7x | 1.1x |
| Tue, 04 Feb 2025 | US$300.1b | US$246.6b | US$21.9b | 10.4x | 13.7x | 1.2x |
| Thu, 02 Jan 2025 | US$296.2b | US$247.1b | US$22.7b | 10.8x | 13x | 1.2x |
| Sat, 30 Nov 2024 | US$348.7b | US$249.5b | US$22.9b | 12x | 15.2x | 1.4x |
| Mon, 28 Oct 2024 | US$334.6b | US$248.5b | US$23.0b | 11.7x | 14.5x | 1.3x |
| Wed, 25 Sep 2024 | US$358.9b | US$247.9b | US$21.9b | 12.5x | 16.4x | 1.4x |
| Fri, 23 Aug 2024 | US$339.7b | US$247.2b | US$21.8b | 11.8x | 15.6x | 1.4x |
| Sun, 21 Jul 2024 | US$327.4b | US$245.5b | US$21.8b | 11.6x | 15x | 1.3x |
| Tue, 18 Jun 2024 | US$297.7b | US$249.3b | US$21.9b | 10.7x | 13.6x | 1.2x |
| Thu, 16 May 2024 | US$312.0b | US$249.2b | US$21.8b | 11.9x | 14.3x | 1.3x |
| Sat, 13 Apr 2024 | US$308.8b | US$251.8b | US$21.7b | 12.2x | 14.2x | 1.2x |
| Mon, 11 Mar 2024 | US$312.2b | US$251.4b | US$21.7b | 11.8x | 14.4x | 1.2x |
| Wed, 07 Feb 2024 | US$278.4b | US$246.9b | US$21.2b | 10.9x | 13.1x | 1.1x |
| Fri, 05 Jan 2024 | US$276.5b | US$248.0b | US$19.4b | 11.2x | 14.2x | 1.1x |
| Sun, 03 Dec 2023 | US$250.3b | US$243.2b | US$19.2b | 9.7x | 13x | 1x |
| Tue, 31 Oct 2023 | US$203.0b | US$242.5b | US$19.1b | 8.1x | 10.7x | 0.8x |
| Thu, 28 Sep 2023 | US$219.8b | US$244.1b | US$19.9b | 7.9x | 11.1x | 0.9x |
| Sat, 26 Aug 2023 | US$230.3b | US$244.7b | US$20.4b | 8.3x | 11.3x | 0.9x |
11.3x
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | -0.35% | |
| Consumer Discretionary | -2.02% | |
| Consumer Durables | -3.60% | |
| Home Furnishings | -2.36% | |
| Housewares and Specialties | -3.05% | |
| Household Appliances | -3.41% | |
| Consumer Electronics | -3.71% | |
| Homebuilding | -3.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SONO Sonos | US$15.79 | 4.8% +US$85.2m | 18.6% | PE32.8x | |
| DFH Dream Finders Homes | US$14.29 | 1.1% +US$13.6m | -49.9% | PE9.7x | |
| FLXS Flexsteel Industries | US$77.16 | 2.5% +US$10.2m | 86.2% | PE12.5x | |
| HBB Hamilton Beach Brands Holding | US$33.85 | 2.2% +US$9.8m | 149.4% | PE7.9x | |
| LCUT Lifetime Brands | US$9.90 | 2.8% +US$6.2m | 159.8% | PE7.2x |