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Aug 01
U.S. Consumer Durables Industry Analysis
UpdatedAug 04, 2024
DataAggregated Company Financials
Companies86
- 7D-3.1%
- 3M7.7%
- 1Y31.9%
- YTD16.6%
Over the last 7 days, the Consumer Durables industry has dropped 3.1%, driven by a pullback from Garmin of 5.3%. In the past year, the industry has gained 32%. Earnings are forecast to grow by 8.4% annually.
Industry Valuation and Performance
Has the U.S. Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 04 Aug 2024 | US$330.2b | US$246.3b | US$21.6b | 11.7x | 15.3x | 1.3x |
| Tue, 02 Jul 2024 | US$291.2b | US$245.4b | US$21.8b | 10.2x | 13.4x | 1.2x |
| Thu, 30 May 2024 | US$298.2b | US$249.5b | US$21.9b | 11.3x | 13.6x | 1.2x |
| Sat, 27 Apr 2024 | US$298.0b | US$248.9b | US$21.9b | 12x | 13.6x | 1.2x |
| Mon, 25 Mar 2024 | US$322.2b | US$251.9b | US$21.6b | 12.2x | 14.9x | 1.3x |
| Wed, 21 Feb 2024 | US$291.4b | US$251.0b | US$21.3b | 11.5x | 13.7x | 1.2x |
| Fri, 19 Jan 2024 | US$282.8b | US$248.5b | US$19.5b | 11.2x | 14.5x | 1.1x |
| Sun, 17 Dec 2023 | US$282.4b | US$248.0b | US$19.4b | 11.1x | 14.5x | 1.1x |
| Tue, 14 Nov 2023 | US$229.5b | US$243.3b | US$19.3b | 8.8x | 11.9x | 0.9x |
| Thu, 12 Oct 2023 | US$221.9b | US$244.0b | US$19.9b | 8.1x | 11.2x | 0.9x |
| Sat, 09 Sep 2023 | US$236.1b | US$244.6b | US$20.4b | 8.4x | 11.6x | 1x |
| Mon, 07 Aug 2023 | US$248.6b | US$244.7b | US$20.3b | 9.4x | 12.2x | 1x |
| Wed, 05 Jul 2023 | US$236.9b | US$242.0b | US$20.8b | 8.6x | 11.4x | 1x |
| Fri, 02 Jun 2023 | US$210.2b | US$242.5b | US$21.3b | 7x | 9.9x | 0.9x |
| Sun, 30 Apr 2023 | US$218.3b | US$243.8b | US$21.7b | 7.1x | 10x | 0.9x |
| Tue, 28 Mar 2023 | US$198.5b | US$244.4b | US$23.4b | 7.4x | 8.5x | 0.8x |
| Thu, 23 Feb 2023 | US$196.3b | US$244.1b | US$23.3b | 7.6x | 8.4x | 0.8x |
| Sat, 21 Jan 2023 | US$195.0b | US$243.7b | US$25.9b | 6.6x | 7.5x | 0.8x |
| Mon, 19 Dec 2022 | US$182.4b | US$243.5b | US$25.9b | 6.1x | 7.1x | 0.7x |
| Wed, 16 Nov 2022 | US$178.2b | US$241.0b | US$25.4b | 6.8x | 7x | 0.7x |
| Fri, 14 Oct 2022 | US$161.3b | US$237.6b | US$26.3b | 6.2x | 6.1x | 0.7x |
| Sun, 11 Sep 2022 | US$176.0b | US$235.2b | US$26.1b | 7.1x | 6.7x | 0.7x |
| Tue, 09 Aug 2022 | US$189.5b | US$235.1b | US$26.2b | 8.2x | 7.2x | 0.8x |
| Thu, 07 Jul 2022 | US$179.9b | US$230.6b | US$26.0b | 7.3x | 6.9x | 0.8x |
| Sat, 04 Jun 2022 | US$192.6b | US$228.2b | US$25.4b | 8.5x | 7.6x | 0.8x |
| Mon, 02 May 2022 | US$190.2b | US$226.4b | US$25.6b | 8.6x | 7.4x | 0.8x |
| Wed, 30 Mar 2022 | US$209.9b | US$228.0b | US$25.1b | 8.9x | 8.4x | 0.9x |
| Fri, 25 Feb 2022 | US$220.3b | US$226.3b | US$25.5b | 9.1x | 8.6x | 1x |
| Sun, 23 Jan 2022 | US$239.2b | US$220.6b | US$24.8b | 8.7x | 9.7x | 1.1x |
| Tue, 21 Dec 2021 | US$262.2b | US$220.1b | US$24.8b | 9.4x | 10.6x | 1.2x |
| Thu, 18 Nov 2021 | US$275.4b | US$215.7b | US$23.7b | 10.9x | 11.6x | 1.3x |
| Sat, 16 Oct 2021 | US$260.8b | US$210.0b | US$22.5b | 10.8x | 11.6x | 1.2x |
| Mon, 13 Sep 2021 | US$272.3b | US$209.0b | US$21.6b | 10.7x | 12.6x | 1.3x |
| Wed, 11 Aug 2021 | US$286.2b | US$208.6b | US$21.7b | 11.7x | 13.2x | 1.4x |
Price to Earnings Ratio
13.2x
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 15.3x which is higher than its 3-year average PE of 10.4x.
- The 3-year average PS ratio of 1.00x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 5.7% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | -2.81% | |
| Consumer Discretionary | -4.91% | |
| Consumer Durables | -3.15% | |
| Household Appliances | -1.97% | |
| Homebuilding | -2.64% | |
| Home Furnishings | -5.15% | |
| Consumer Electronics | -5.37% | |
| Housewares and Specialties | -7.71% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 27.3x.
- Analysts are expecting annual earnings growth of 10.3%, which is lower than the prior year's growth of 54.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 65% over the next 5 years.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 3.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DHI D.R. Horton | US$177.62 | 0.4% +US$221.7m | 41.3% | PE11.6x | |
| SN SharkNinja | US$75.29 | 2.1% +US$216.9m | 179.9% | PE55.6x | |
| ETD Ethan Allen Interiors | US$31.38 | 1.8% +US$13.7m | -11.4% | PE12.5x | |
| VIOT Viomi Technology | US$1.04 | 18.2% +US$10.9m | 10.6% | PS0.2x | |
| MDC M.D.C. Holdings | US$62.98 | 0.1% +US$5.3m | 59.4% | PE11.9x |
