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U.S. Consumer Durables Industry Analysis

UpdatedJul 08, 2026
DataAggregated Company Financials
Companies81
  • 7D-3.0%
  • 3M6.1%
  • 1Y8.5%
  • YTD5.1%

Over the last 7 days, the Consumer Durables industry has dropped 3.0%, driven by a pullback from D.R. Horton of 4.4%. In the past year, the industry has gained 8.5%. As for the next few years, earnings are expected to grow by 8.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Jul 2026US$276.1bUS$224.9bUS$15.2b13.5x18.2x1.2x
Fri, 05 Jun 2026US$264.6bUS$231.4bUS$15.9b12.6x16.6x1.1x
Sun, 03 May 2026US$276.2bUS$235.8bUS$16.2b12.1x17.1x1.2x
Tue, 31 Mar 2026US$259.3bUS$237.7bUS$16.8b11.5x15.4x1.1x
Thu, 26 Feb 2026US$314.8bUS$239.1bUS$17.3b13.2x18.2x1.3x
Sat, 24 Jan 2026US$301.3bUS$239.5bUS$17.8b11.3x16.9x1.3x
Mon, 22 Dec 2025US$282.5bUS$240.2bUS$18.2b10.7x15.5x1.2x
Wed, 19 Nov 2025US$267.1bUS$241.2bUS$18.9b11.1x14.1x1.1x
Fri, 17 Oct 2025US$300.0bUS$241.5bUS$19.7b10.3x15.2x1.2x
Sun, 14 Sep 2025US$323.6bUS$242.3bUS$20.6b11.8x15.7x1.3x
Tue, 12 Aug 2025US$296.3bUS$242.1bUS$20.6b10.8x14.4x1.2x
Thu, 10 Jul 2025US$275.3bUS$242.7bUS$21.4b9.3x12.9x1.1x
Sat, 07 Jun 2025US$257.9bUS$244.8bUS$21.9b8.4x11.8x1.1x
Mon, 05 May 2025US$257.7bUS$245.3bUS$21.7b8.5x11.9x1.1x
Wed, 02 Apr 2025US$269.8bUS$248.0bUS$22.2b9.3x12.1x1.1x
Fri, 28 Feb 2025US$282.1bUS$248.1bUS$22.2b11x12.7x1.1x
Sun, 26 Jan 2025US$305.1bUS$247.3bUS$22.6b11.4x13.5x1.2x
Tue, 24 Dec 2024US$298.2bUS$247.1bUS$22.7b10.9x13.1x1.2x
Thu, 21 Nov 2024US$332.8bUS$249.5bUS$22.9b11.2x14.5x1.3x
Sat, 19 Oct 2024US$356.6bUS$247.9bUS$21.9b12.4x16.3x1.4x
Mon, 16 Sep 2024US$353.4bUS$247.2bUS$21.8b12.5x16.2x1.4x
Wed, 14 Aug 2024US$319.4bUS$247.1bUS$21.9b11.5x14.6x1.3x
Fri, 12 Jul 2024US$286.1bUS$245.3bUS$21.8b10.4x13.1x1.2x
Sun, 09 Jun 2024US$295.6bUS$249.5bUS$21.9b10.8x13.5x1.2x
Tue, 07 May 2024US$310.5bUS$249.1bUS$22.0b12.1x14.1x1.2x
Thu, 04 Apr 2024US$319.5bUS$251.8bUS$21.7b12.9x14.7x1.3x
Sat, 02 Mar 2024US$306.2bUS$251.4bUS$21.7b11.8x14.1x1.2x
Mon, 29 Jan 2024US$278.7bUS$248.9bUS$19.5b11.1x14.3x1.1x
Wed, 27 Dec 2023US$284.6bUS$248.0bUS$19.4b12.2x14.7x1.1x
Fri, 24 Nov 2023US$240.9bUS$243.3bUS$19.2b9.2x12.5x1x
Sun, 22 Oct 2023US$205.2bUS$244.0bUS$19.9b7.7x10.3x0.8x
Tue, 19 Sep 2023US$230.0bUS$244.3bUS$20.0b8.2x11.5x0.9x
Thu, 17 Aug 2023US$241.6bUS$244.6bUS$20.2b8.9x11.9x1x
Sat, 15 Jul 2023US$249.5bUS$242.0bUS$20.8b8.7x12x1x
Price to Earnings Ratio

12x


Total Market Cap: US$249.5bTotal 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 18.2x 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 Market-0.65%
Consumer Discretionary0.29%
Consumer Durables-2.95%
Consumer Electronics4.65%
Household Appliances-1.66%
Homebuilding-4.72%
Home Furnishings-4.91%
Housewares and Specialties-9.33%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 61.0x.
    • 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 49% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 4.6% 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$248.684.7%
+US$2.1b		16.5%PE27.6x
SONO SonosUS$14.104.2%
+US$67.9m		31.0%PE70.9x
LOVE LovesacUS$18.4310.4%
+US$25.5m		-2.7%PE70.8x
BSET Bassett Furniture IndustriesUS$19.067.6%
+US$11.8m		17.5%PE30.1x
SPHL Springview HoldingsUS$3.3127.3%
+US$8.7m		-21.6%PS6.7x

Latest News

TOL
US$151.64
Toll Brothers
7D
-8.0%
1Y
29.6%
SGI
US$74.82
Somnigroup International
7D
-4.6%
1Y
4.4%
GRMN
US$248.68
Garmin
7D
4.7%
1Y
16.5%
LEN
US$86.74
Lennar
7D
-4.1%
1Y
-21.4%
Seeking Alpha • Jul 07

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
BSET
US$19.06
Bassett Furniture Industries
7D
7.6%
1Y
17.5%
Narrative Update • Jul 07

BSET: E Commerce Momentum And Margin Outlook Will Support Future Upside

Analysts have raised their price target on Bassett Furniture Industries from $21 to $24, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, which together indicate a different balance of risk and reward for the stock. What's in the News Bassett Furniture Industries reported a 0.7% decline in consolidated revenue for its fiscal Q2 2026, with operating income of US$2.2 million.
MTH
US$78.31
Meritage Homes
7D
-6.6%
1Y
12.7%
Narrative Update • Jul 06

MTH: Sector Consolidation Readthrough And Lower Multiples Will Restrain Future Upside

Analysts have adjusted their fair value estimate for Meritage Homes to $69.00 from $58.30, citing updated assumptions for revenue growth, profit margins, discount rates, and future P/E multiples, along with recent sector readthroughs from consolidation activity and price target changes across homebuilders. Analyst Commentary Recent research on Meritage Homes points to a more cautious tone, even as consolidation activity in the sector is influencing how investors think about homebuilder valuations and potential acquisition interest.
MHK
US$112.88
Mohawk Industries
7D
-7.0%
1Y
3.4%
TMHC
US$71.77
Taylor Morrison Home
7D
0.04%
1Y
14.7%
LOVE
US$18.43
Lovesac
7D
10.4%
1Y
-2.7%
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
PHM
US$129.92
PulteGroup
7D
-5.3%
1Y
19.3%
MSN
US$0.36
Emerson Radio
7D
2.4%
1Y
-4.9%
NVR
US$6,693.69
NVR
7D
-1.8%
1Y
-11.0%
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$155.72
D.R. Horton
7D
-4.4%
1Y
18.5%
SONO
US$14.10
Sonos
7D
4.2%
1Y
31.0%
SPHL
US$3.31
Springview Holdings
7D
27.3%
1Y
-21.6%
VIOT
US$0.81
Viomi Technology
7D
3.0%
1Y
-70.5%