Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Consumer Durables Industry Analysis

UpdatedJul 07, 2026
DataAggregated Company Financials
Companies81
  • 7D-1.8%
  • 3M12.3%
  • 1Y9.6%
  • YTD6.0%

Over the last 7 days, the Consumer Durables industry has dropped 1.8%, driven by a pullback from D.R. Horton of 4.5%. Over the past 12 months, the industry was up 9.6%. Earnings are forecast to grow by 8.3% annually.

Industry Valuation and Performance

Has the U.S. Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Jul 2026US$278.4bUS$224.9bUS$15.2b13.7x18.3x1.2x
Thu, 04 Jun 2026US$267.7bUS$231.4bUS$15.9b12.4x16.8x1.2x
Sat, 02 May 2026US$281.2bUS$235.8bUS$16.2b12.1x17.4x1.2x
Mon, 30 Mar 2026US$259.2bUS$237.7bUS$16.8b11.7x15.4x1.1x
Wed, 25 Feb 2026US$313.1bUS$239.4bUS$17.4b13.1x18x1.3x
Fri, 23 Jan 2026US$303.9bUS$239.4bUS$17.8b11.4x17.1x1.3x
Sun, 21 Dec 2025US$282.5bUS$240.2bUS$18.2b10.7x15.5x1.2x
Tue, 18 Nov 2025US$276.3bUS$241.2bUS$18.9b11x14.6x1.1x
Thu, 16 Oct 2025US$299.8bUS$241.5bUS$19.7b10.4x15.2x1.2x
Sat, 13 Sep 2025US$329.5bUS$242.3bUS$20.6b11.8x16x1.4x
Mon, 11 Aug 2025US$296.3bUS$242.1bUS$20.6b11x14.4x1.2x
Wed, 09 Jul 2025US$274.3bUS$242.7bUS$21.4b9.2x12.8x1.1x
Fri, 06 Jun 2025US$257.9bUS$244.8bUS$21.9b8.4x11.8x1.1x
Sun, 04 May 2025US$258.5bUS$245.3bUS$21.7b8.5x11.9x1.1x
Tue, 01 Apr 2025US$267.7bUS$248.0bUS$22.2b9.1x12x1.1x
Thu, 27 Feb 2025US$285.8bUS$247.9bUS$22.2b11.1x12.9x1.2x
Sat, 25 Jan 2025US$310.3bUS$247.3bUS$22.6b11.4x13.7x1.3x
Mon, 23 Dec 2024US$298.2bUS$247.1bUS$22.7b10.9x13.1x1.2x
Wed, 20 Nov 2024US$333.0bUS$249.5bUS$22.9b11.2x14.5x1.3x
Fri, 18 Oct 2024US$359.2bUS$247.9bUS$21.9b12.4x16.4x1.4x
Sun, 15 Sep 2024US$353.4bUS$247.2bUS$21.8b12.5x16.2x1.4x
Tue, 13 Aug 2024US$321.0bUS$247.1bUS$21.9b11.3x14.7x1.3x
Thu, 11 Jul 2024US$280.4bUS$245.3bUS$21.8b10.1x12.9x1.1x
Sat, 08 Jun 2024US$300.7bUS$249.5bUS$21.9b10.8x13.7x1.2x
Mon, 06 May 2024US$306.2bUS$249.1bUS$22.0b12x13.9x1.2x
Wed, 03 Apr 2024US$325.3bUS$251.8bUS$21.7b12.7x15x1.3x
Fri, 01 Mar 2024US$300.3bUS$251.3bUS$21.7b11.7x13.9x1.2x
Sun, 28 Jan 2024US$278.7bUS$248.9bUS$19.5b11.1x14.3x1.1x
Tue, 26 Dec 2023US$284.6bUS$248.0bUS$19.4b12x14.7x1.1x
Thu, 23 Nov 2023US$243.2bUS$243.3bUS$19.2b9.2x12.7x1x
Sat, 21 Oct 2023US$205.2bUS$244.0bUS$19.9b7.7x10.3x0.8x
Mon, 18 Sep 2023US$228.9bUS$244.3bUS$20.0b8.4x11.5x0.9x
Wed, 16 Aug 2023US$246.7bUS$244.6bUS$20.2b9.1x12.2x1x
Fri, 14 Jul 2023US$246.7bUS$242.0bUS$20.8b8.7x11.8x1x
Price to Earnings Ratio

11.8x


Total Market Cap: US$246.7bTotal Earnings: US$20.8bTotal Revenue: US$242.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 14.2x202420252026
Current Industry PE
  • Investors are optimistic on the American Consumer Durables industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 18.3x which is higher than its 3-year average PE of 14.2x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 10.0% per year over the last three years,
  • Revenues have also declined 2.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market0.79%
Consumer Discretionary1.48%
Consumer Durables-1.83%
Consumer Electronics4.72%
Household Appliances1.13%
Home Furnishings-0.52%
Homebuilding-4.07%
Housewares and Specialties-7.70%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 60.6x.
    • Analysts are expecting annual earnings growth of 19.6%, which is higher than its past year's earnings growth of 9.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 48% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 4.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GRMN GarminUS$245.224.9%
+US$2.2b		14.4%PE27.2x
SN SharkNinjaUS$148.921.7%
+US$359.5m		40.6%PE29.9x
LEG Leggett & PlattUS$11.801.4%
+US$21.8m		23.3%PE7.2x
LOVE LovesacUS$18.047.6%
+US$18.7m		-2.9%PE69.3x
BSET Bassett Furniture IndustriesUS$19.697.9%
+US$12.8m		14.5%PE31.1x

Latest News

GRMN
US$245.22
Garmin
7D
4.9%
1Y
14.4%
LEN
US$87.65
Lennar
7D
-3.5%
1Y
-19.7%
Seeking Alpha • 17h

Lennar: Incentives Are Finally Better, But Demand Still Needs Work (Rating Upgrade)

Summary Lennar Corporation is upgraded to Hold as incentives decline and gross margin stabilizes, though demand remains weak. LEN's inventory management and construction cost reductions support margin improvement, but order growth is still lacking. The asset-light land strategy enhances balance-sheet flexibility and reduces downside risk but does not solve current demand challenges. At ~14.3x NTM PE, LEN is not expensive versus peers, yet valuation upside is capped without clear order recovery. Read the full article on Seeking Alpha
SN
US$148.92
SharkNinja
7D
1.7%
1Y
40.6%
SGI
US$78.20
Somnigroup International
7D
0.06%
1Y
8.7%
Seeking Alpha • Jul 05

Somnigroup: How It Plans To Dominate The Mattress Market

Summary Somnigroup earns a Buy rating and $100 price target, driven by its acquisition of Mattress Firm and pending Leggett & Platt deal. SGI is building a soft monopoly, leveraging omnichannel dominance, pricing power, and a robust balance sheet to expand margins by 2027. Q1 results show 12.3% net sales growth, 19.7% adj EBITDA growth, and $186M FCF, reflecting strong operating leverage and acquisition synergies. Key catalysts include the Leggett & Platt integration, Stearns & Foster hybrid launch, and $50M sales uplift from delayed price increases in H2. Read the full article on Seeking Alpha
TOL
US$155.13
Toll Brothers
7D
-5.9%
1Y
33.4%
MHO
US$152.37
M/I Homes
7D
-5.6%
1Y
36.2%
Narrative Update • Jul 03

MHO: Balance Sheet Strength And Buybacks Will Support Future Risk Reward Balance

The analyst price target for M/I Homes has been raised from $157 to about $163, as analysts incorporate a slightly lower discount rate, updated profit margin assumptions, and a higher future P/E multiple, supported by recent research highlighting the company's balance sheet and ongoing share buybacks. Analyst Commentary Recent research on M/I Homes highlights a mix of optimism around balance sheet strength and capital returns, alongside some caution that has led to at least one downgrade.
BSET
US$19.69
Bassett Furniture Industries
7D
7.9%
1Y
14.5%
TMHC
US$71.85
Taylor Morrison Home
7D
0.1%
1Y
14.8%
SDHC
US$15.52
Smith Douglas Homes
7D
3.5%
1Y
-21.3%
Narrative Update • Jul 02

SDHC: Neutral Coverage And Margin Pressure Will Weigh On Future Returns

Analysts have trimmed their price target on Smith Douglas Homes from $14.00 to $11.50 as they factor in updated expectations for revenue growth, profit margins and a higher assumed future P/E multiple following recent Neutral-rated coverage from the Street. What’s in the News for Smith Douglas Homes Smith Douglas Homes completed a share repurchase of 449,604 shares from January 1, 2026 to March 31, 2026.
LOVE
US$18.04
Lovesac
7D
7.6%
1Y
-2.9%
Seeking Alpha • Jul 01

Lovesac: Tough Economy Hitting Lower-Price SKUs (Downgrade)

Summary Lovesac faces mounting headwinds from declining furniture demand, margin compression, and intensifying competition. I am downgrading LOVE to a "Sell" rating, recommending investors lock in recent gains after a modest year-to-date outperformance. Q1 results revealed slowing sales growth, declining comp sales, and gross margin pressure from tariffs and logistics costs. Despite a low valuation, persistent macro and industry challenges justify caution as adjusted EBITDA margins deteriorate. Read the full article on Seeking Alpha
LEG
US$11.80
Leggett & Platt
7D
1.4%
1Y
23.3%
MTH
US$79.90
Meritage Homes
7D
-5.2%
1Y
16.4%
Seeking Alpha • Jun 30

Meritage Homes: I Am Not Chasing The Stock After The Recent Run-Up

Summary Meritage Homes is rated Hold/Neutral after a strong run-up, with limited near-term upside due to margin headwinds and elevated valuation. MTH's focus on community growth and a 60-day home-closing guarantee supports sales but introduces margin pressure and operational risks. High-cost land acquired from 2022 to 2024 continues to weigh on margins, with relief not expected until late FY2027. Valuation has re-rated to a 1.12x P/BV, now above historical averages and peers on P/E and EV/EBITDA, reflecting sector enthusiasm post-TMHC acquisition. Read the full article on Seeking Alpha
PHM
US$131.38
PulteGroup
7D
-4.8%
1Y
21.5%
CVCO
US$586.51
Cavco Industries
7D
-4.5%
1Y
31.2%
NVR
US$6,693.66
NVR
7D
-1.9%
1Y
-11.6%
Seeking Alpha • Jun 26

NVR Is A Diamond In The Rough

Summary NVR earns a Buy rating due to its conservative capitalization and capital-light land strategy amid industry headwinds. NVR’s Q1 saw a 22% revenue drop and 34% net income decline, but new orders rose 7% and backlog remained stable. Recent housing legislation, including restrictions on institutional buyers and incentives for supply, presents both near-term demand risks and long-term tailwinds for NVR. Despite margin compression and affordability pressures, NVR’s net cash position and aggressive share repurchases position it well for long-term value creation. Read the full article on Seeking Alpha
DHI
US$156.88
D.R. Horton
7D
-4.5%
1Y
19.8%