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U.S. Consumer Services Industry Analysis

UpdatedOct 16, 2025
DataAggregated Company Financials
Companies91
  • 7D-0.2%
  • 3M4.2%
  • 1Y13.8%
  • YTD7.5%

The Consumer Services is pretty flat in the last 7 days, but New Oriental Education & Technology Group has stood out, gaining 9.4%. As for the the longer term, the industry is up 12% over the past 12 months. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Oct 2025US$121.1bUS$57.3bUS$4.7b17.5x26x2.1x
Sat, 13 Sep 2025US$112.9bUS$52.0bUS$5.0b19.6x22.6x2.2x
Mon, 11 Aug 2025US$108.7bUS$51.4bUS$3.7b18.7x29.4x2.1x
Wed, 09 Jul 2025US$109.3bUS$50.6bUS$2.9b19.2x38x2.2x
Fri, 06 Jun 2025US$116.3bUS$50.7bUS$2.9b20.1x40.6x2.3x
Sun, 04 May 2025US$112.7bUS$50.4bUS$2.8b20.6x40.5x2.2x
Tue, 01 Apr 2025US$103.3bUS$48.1bUS$2.9b18.3x35.6x2.1x
Thu, 27 Feb 2025US$109.3bUS$48.5bUS$2.3b19.9x46.7x2.3x
Sat, 25 Jan 2025US$103.8bUS$47.9bUS$1.7b21.3x62.8x2.2x
Mon, 23 Dec 2024US$101.8bUS$47.7bUS$1.6b19.7x63.7x2.1x
Wed, 20 Nov 2024US$100.7bUS$47.6bUS$1.7b18.7x59.5x2.1x
Fri, 18 Oct 2024US$97.1bUS$46.5bUS$1.4b21.4x68.3x2.1x
Sun, 15 Sep 2024US$89.6bUS$43.9bUS$1.4b19.9x66.2x2x
Tue, 13 Aug 2024US$90.3bUS$46.4bUS$1.4b19.6x62.7x1.9x
Thu, 11 Jul 2024US$90.0bUS$46.0bUS$1.8b19.2x50.9x2x
Sat, 08 Jun 2024US$92.2bUS$46.5bUS$1.8b20.2x51.6x2x
Mon, 06 May 2024US$95.6bUS$43.7bUS$1.6b19.8x58.7x2.2x
Wed, 03 Apr 2024US$94.5bUS$42.5bUS$1.1b19.7x85.3x2.2x
Fri, 01 Mar 2024US$96.5bUS$42.6bUS$1.0b19.4x94.4x2.3x
Sun, 28 Jan 2024US$110.7bUS$48.0bUS$1.0b21.9x106.8x2.3x
Tue, 26 Dec 2023US$111.0bUS$47.6bUS$958.2m21.8x115.8x2.3x
Thu, 23 Nov 2023US$101.8bUS$47.2bUS$829.5m20.8x122.8x2.2x
Sat, 21 Oct 2023US$92.2bUS$44.6bUS$616.0m17.9x149.7x2.1x
Mon, 18 Sep 2023US$93.4bUS$44.6bUS$667.9m18.7x139.8x2.1x
Wed, 16 Aug 2023US$91.8bUS$44.1bUS$636.5m19.1x144.2x2.1x
Fri, 14 Jul 2023US$92.5bUS$43.1bUS$231.0m23.7x400.4x2.1x
Sun, 11 Jun 2023US$88.4bUS$42.9bUS$329.5m23.2x268.3x2.1x
Tue, 09 May 2023US$86.7bUS$42.7bUS$331.0m25.3x262x2x
Thu, 06 Apr 2023US$88.5bUS$43.2b-US$146,784,997.0025.7x-602.9x2x
Sat, 04 Mar 2023US$93.2bUS$43.4b-US$232,170,453.0027.5x-401.3x2.1x
Mon, 30 Jan 2023US$83.8bUS$41.0b-US$274,072,541.0020.3x-305.9x2x
Wed, 28 Dec 2022US$77.3bUS$41.3b-US$1,207,528,838.0019.8x-64x1.9x
Fri, 25 Nov 2022US$76.2bUS$41.3b-US$1,284,006,267.0017.3x-59.3x1.8x
Sun, 23 Oct 2022US$80.1bUS$46.3b-US$1,910,287,691.0015x-41.9x1.7x
Price to Earnings Ratio

-41.9x


Total Market Cap: US$80.1bTotal Earnings: -US$1,910,287,691.00Total Revenue: US$46.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 54.8x202320242025
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 25.7x which is lower than its 3-year average PE of 54.8x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
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 7.4% 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 Market-1.18%
Consumer Discretionary-2.46%
Consumer Services-0.23%
Education Services-0.027%
Specialized Consumer Services-0.58%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 92.8x.
    • Analysts are expecting annual earnings growth of 21.7%, which is lower than the prior year's growth of 41.0% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 41.2x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Education Services industry is expected to see its earnings grow by 22% 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$58.439.4%
+US$802.1m		-16.1%PE25x
DRVN Driven Brands HoldingsUS$16.3311.7%
+US$280.9m		10.9%PS1.1x
HRB H&R BlockUS$51.211.5%
+US$97.2m		-16.4%PE10.8x
ATGE Adtalem Global EducationUS$148.621.6%
+US$83.6m		99.7%PE23.2x
LAUR Laureate EducationUS$29.621.9%
+US$81.0m		88.4%PE17.2x

Latest News

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Mister Car Wash
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-6.3%
1Y
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KLC
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KinderCare Learning Companies
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-7.9%
1Y
-79.5%
TAL
US$10.95
TAL Education Group
7D
-2.5%
1Y
7.5%
GHC
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Graham Holdings
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-11.3%
1Y
18.4%
BFAM
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1Y
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ATGE
US$148.62
Adtalem Global Education
7D
1.6%
1Y
99.7%
LAUR
US$29.62
Laureate Education
7D
1.9%
1Y
88.4%

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Analysts have raised their price target for Laureate Education from $29.40 to $31.00 per share, citing modest improvements in projected profit margins and fair value estimates. What's in the News From April 1, 2025 to June 30, 2025, Laureate Education repurchased 1,480,000 shares for $28.55 million, completing a total buyback of 3,774,000 shares for $72.42 million under the repurchase program announced on September 13, 2024 (Key Developments).
SUPX
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SuperX AI Technology
7D
-6.3%
1Y
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EDU
US$58.43
New Oriental Education & Technology Group
7D
9.4%
1Y
-16.1%
HRB
US$51.21
H&R Block
7D
1.5%
1Y
-16.4%
OSW
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1Y
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LRN
US$146.25
Stride
7D
1.0%
1Y
128.4%

Flexible Digital Education Will Unlock New Market Opportunities

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STUB
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StubHub Holdings
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-2.4%
1Y
n/a

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DRVN
US$16.33
Driven Brands Holdings
7D
11.7%
1Y
10.9%
UTI
US$31.90
Universal Technical Institute
7D
4.7%
1Y
92.4%