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U.S. Consumer Services Industry Analysis

UpdatedJan 29, 2026
DataAggregated Company Financials
Companies99
  • 7D-0.9%
  • 3M-10.8%
  • 1Y-19.9%
  • YTD0.06%

Last week, the Consumer Services industry hasn't moved much but New Oriental Education & Technology Group is up 7.3% in that time. Unfortunately though, the industry is down 20% over the past 12 months. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 29 Jan 2026US$100.6bUS$58.1bUS$5.5b16.8x18.2x1.7x
Sat, 27 Dec 2025US$102.7bUS$57.9bUS$5.5b16.9x18.6x1.8x
Mon, 24 Nov 2025US$103.1bUS$60.3bUS$4.1b15.9x25.2x1.7x
Wed, 22 Oct 2025US$122.6bUS$57.3bUS$4.7b19.1x26.3x2.1x
Fri, 19 Sep 2025US$117.7bUS$53.8bUS$4.9b20.1x24.2x2.2x
Sun, 17 Aug 2025US$109.2bUS$52.2bUS$4.8b19.1x22.7x2.1x
Tue, 15 Jul 2025US$107.8bUS$50.6bUS$2.9b19.5x37.5x2.1x
Thu, 12 Jun 2025US$113.8bUS$50.6bUS$2.9b19.5x39.6x2.2x
Sat, 10 May 2025US$113.9bUS$50.6bUS$2.8b19.3x40.2x2.3x
Mon, 07 Apr 2025US$98.3bUS$48.1bUS$2.9b17.8x33.9x2x
Wed, 05 Mar 2025US$103.4bUS$48.3bUS$2.9b18.9x35.4x2.1x
Fri, 31 Jan 2025US$108.2bUS$48.0bUS$1.7b20.4x64.5x2.3x
Sun, 29 Dec 2024US$102.3bUS$47.5bUS$1.6b19.8x64.1x2.2x
Tue, 26 Nov 2024US$104.4bUS$47.6bUS$1.7b19.6x61.4x2.2x
Thu, 24 Oct 2024US$96.5bUS$46.9bUS$1.6b20.1x61.9x2.1x
Sat, 21 Sep 2024US$93.1bUS$44.0bUS$1.4b20x68.8x2.1x
Mon, 19 Aug 2024US$92.6bUS$46.4bUS$1.4b20x64.1x2x
Wed, 17 Jul 2024US$92.2bUS$46.1bUS$1.8b20.9x52.1x2x
Fri, 14 Jun 2024US$91.5bUS$46.1bUS$1.8b20.1x51.5x2x
Sun, 12 May 2024US$95.1bUS$43.8bUS$1.7b19.3x55x2.2x
Tue, 09 Apr 2024US$92.4bUS$42.4bUS$1.2b19.8x77.9x2.2x
Thu, 07 Mar 2024US$97.2bUS$42.6bUS$1.1b19.3x91.5x2.3x
Sat, 03 Feb 2024US$108.8bUS$48.0bUS$1.1b20.4x100.7x2.3x
Mon, 01 Jan 2024US$111.1bUS$47.6bUS$958.2m21.2x116x2.3x
Wed, 29 Nov 2023US$104.9bUS$47.6bUS$958.9m21x109.4x2.2x
Fri, 27 Oct 2023US$92.3bUS$45.1bUS$782.3m17.7x117.9x2x
Sun, 24 Sep 2023US$91.3bUS$44.6bUS$666.8m18.2x136.8x2x
Tue, 22 Aug 2023US$90.8bUS$44.2bUS$640.3m18.7x141.8x2.1x
Thu, 20 Jul 2023US$92.6bUS$43.1bUS$232.8m23.5x397.7x2.1x
Sat, 17 Jun 2023US$89.2bUS$42.9bUS$309.3m23.2x288.5x2.1x
Mon, 15 May 2023US$86.7bUS$42.8bUS$379.0m24.7x228.7x2x
Wed, 12 Apr 2023US$89.6bUS$43.2b-US$148,846,454.0023.8x-601.6x2.1x
Fri, 10 Mar 2023US$89.6bUS$43.4b-US$240,639,257.0026.7x-372.4x2.1x
Sun, 05 Feb 2023US$85.4bUS$41.0b-US$219,950,585.0020.3x-388.2x2.1x
Price to Earnings Ratio

-388.2x


Total Market Cap: US$85.4bTotal Earnings: -US$219,950,585.00Total Revenue: US$41.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 64.7x202420252026
Current Industry PE
  • Investors are pessimistic on the American Consumer Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 18.2x which is lower than its 3-year average PE of 64.7x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • Total earnings for the Consumer Services industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 12% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

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

US Market0.90%
Consumer Discretionary-0.32%
Consumer Services-0.89%
Education Services-0.30%
Specialized Consumer Services-2.01%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 97.5x.
    • Analysts are expecting annual earnings growth of 17.6%, which is lower than the prior year's growth of 25.1% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 38.2x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 18% over the next 5 years.
  • However this is lower than its past earnings growth rate of 25% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 16% 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
EDU New Oriental Education & Technology GroupUS$58.957.3%
+US$641.4m		24.6%PE24.7x
LRN StrideUS$82.7515.6%
+US$376.9m		-35.3%PE10.9x
LLYV.K Liberty Live HoldingsUS$84.793.9%
+US$294.8m		16.1%PS694.2x
SUPX SuperX AI TechnologyUS$17.5238.5%
+US$162.2m		377.4%PS162.2x
AFYA AfyaUS$15.017.4%
+US$94.3m		-8.4%PE9.7x

Latest News

MCW
US$5.40
Mister Car Wash
7D
-8.3%
1Y
-32.3%

Many Still Looking Away From Mister Car Wash, Inc. (NASDAQ:MCW)

Jan 29
Many Still Looking Away From Mister Car Wash, Inc. (NASDAQ:MCW)
ATGE
US$115.92
Adtalem Global Education
7D
-4.7%
1Y
16.1%
EDU
US$58.95
New Oriental Education & Technology Group
7D
7.3%
1Y
24.6%
LRN
US$82.75
Stride
7D
15.6%
1Y
-35.3%
SCI
US$79.82
Service Corporation International
7D
-2.3%
1Y
-1.5%

SCI: Dividend And Buyback Commitments Will Support Attractive Future Upside Potential

Analysts have modestly lifted their price target for Service Corporation International to about $98 per share from roughly $95, reflecting slightly adjusted fair value estimates, discount rate assumptions, and future P/E expectations. What's in the News The Board approved a quarterly cash dividend of $0.34 per share, up from $0.32.
LOPE
US$174.93
Grand Canyon Education
7D
-3.1%
1Y
1.3%

LOPE: Future Returns Will Depend On Expanded Buybacks Despite Sector Short Pressure

Analysts have kept their price target for Grand Canyon Education unchanged at US$222.67, citing stable assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News Funds managed by Bleecker Street disclosed short positions in several education providers, including Grand Canyon Education, in a report focused on alleged enrollment fraud risks in parts of the sector (Periodical).
GHC
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Graham Holdings
7D
-4.2%
1Y
24.3%

Do Graham Holdings' (NYSE:GHC) Earnings Warrant Your Attention?

Jan 25
Do Graham Holdings' (NYSE:GHC) Earnings Warrant Your Attention?
AFYA
US$15.01
Afya
7D
7.4%
1Y
-8.4%

AFYA: Share Repurchases And Reaffirmed 2025 Guidance Will Support Medium-Term Outlook

Afya's analyst fair value estimate edged down from about $18.53 to $17.96 as analysts trimmed long term assumptions and lowered price targets following a series of recent downgrades and updated sector views. Analyst Commentary Recent Street research on Afya has turned more cautious, with several price target cuts and rating downgrades feeding into the lower fair value estimate.
HRB
US$39.05
H&R Block
7D
-3.6%
1Y
-28.4%
DUOL
US$142.80
Duolingo
7D
-2.7%
1Y
-60.2%

DUOL: Long Term User Focus And Chess Expansion Will Drive Upside

Analysts cut their Duolingo fair value estimate from about $600 to roughly $347, reflecting lower price targets and more moderate assumptions for revenue growth, profit margins, future P/E multiples, and a slightly higher discount rate, as recent research highlights a focus on longer term user growth over near term monetization and mixed reactions to product and user growth trends. Analyst Commentary Recent research on Duolingo centers on a trade off between near term monetization and longer term user growth.
BODI
US$11.52
Beachbody Company
7D
18.8%
1Y
59.8%

BODI: GLP-1 Wellness Tailwind Will Support Cautious Earnings Recovery Outlook

Analysts have raised their price target on Beachbody Company to $15 from $12, citing updated 2026 adjusted EBITDA expectations following the Q3 report and noting that its fitness and nutrition offerings align with growing interest in wellness alongside GLP-1 treatments. Analyst Commentary Recent commentary around Beachbody Company centers on updated profitability expectations and how its products fit alongside GLP-1 treatments in the broader wellness space.
LAUR
US$34.17
Laureate Education
7D
-5.0%
1Y
80.4%
SUPX
US$17.52
SuperX AI Technology
7D
38.5%
1Y
377.4%
LLYV.K
US$84.79
Liberty Live Holdings
7D
3.9%
1Y
16.1%
EJH
US$0.98
E-Home Household Service Holdings
7D
22.0%
1Y
-97.9%
ZNB
US$0.88
Zeta Network Group
7D
39.9%
1Y
-97.6%