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U.S. Consumer Services Industry Analysis

UpdatedJan 30, 2026
DataAggregated Company Financials
Companies99
  • 7D-1.0%
  • 3M-8.0%
  • 1Y-19.1%
  • YTD1.1%

Over the last 7 days, the Consumer Services industry has dropped 1.0%, driven by a pullback from Duolingo of 9.3%. On the other hand TAL Education Group is actually up 14%. Overall the industry is down 19% in 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
Fri, 30 Jan 2026US$101.2bUS$58.4bUS$5.6b16.5x18x1.7x
Sun, 28 Dec 2025US$102.8bUS$57.9bUS$5.5b16.9x18.6x1.8x
Tue, 25 Nov 2025US$103.2bUS$60.3bUS$4.1b15.5x25.2x1.7x
Thu, 23 Oct 2025US$125.2bUS$57.3bUS$4.7b19.2x26.8x2.2x
Sat, 20 Sep 2025US$118.1bUS$53.8bUS$4.9b19.4x24.3x2.2x
Mon, 18 Aug 2025US$109.2bUS$52.2bUS$4.8b19.1x22.7x2.1x
Wed, 16 Jul 2025US$108.0bUS$50.6bUS$2.9b19.5x37.6x2.1x
Fri, 13 Jun 2025US$113.2bUS$50.6bUS$2.9b19.4x39.4x2.2x
Sun, 11 May 2025US$115.6bUS$50.6bUS$2.8b18.9x40.8x2.3x
Tue, 08 Apr 2025US$98.3bUS$48.1bUS$2.9b17.8x34x2x
Thu, 06 Mar 2025US$103.4bUS$48.3bUS$2.9b19.5x35.3x2.1x
Sat, 01 Feb 2025US$109.3bUS$48.1bUS$1.7b19.4x63.8x2.3x
Mon, 30 Dec 2024US$102.3bUS$47.5bUS$1.6b19.8x64.1x2.2x
Wed, 27 Nov 2024US$106.1bUS$47.6bUS$1.6b19.9x65.1x2.2x
Fri, 25 Oct 2024US$96.2bUS$47.2bUS$1.6b20x60.6x2x
Sun, 22 Sep 2024US$93.0bUS$43.9bUS$1.3b20.6x68.9x2.1x
Tue, 20 Aug 2024US$92.6bUS$46.5bUS$1.4b20.1x64.1x2x
Thu, 18 Jul 2024US$94.0bUS$46.1bUS$1.8b20.9x53.2x2x
Sat, 15 Jun 2024US$90.9bUS$46.0bUS$1.8b19.2x51.2x2x
Mon, 13 May 2024US$95.1bUS$43.8bUS$1.7b19.3x55x2.2x
Wed, 10 Apr 2024US$94.6bUS$42.4bUS$1.2b19.8x79.8x2.2x
Fri, 08 Mar 2024US$95.8bUS$42.7bUS$1.1b18.3x88.4x2.2x
Sun, 04 Feb 2024US$108.8bUS$48.0bUS$1.1b20.4x100.7x2.3x
Tue, 02 Jan 2024US$111.1bUS$47.6bUS$958.2m21.2x116x2.3x
Thu, 30 Nov 2023US$105.5bUS$47.6bUS$960.7m20.9x109.8x2.2x
Sat, 28 Oct 2023US$91.3bUS$45.2bUS$792.4m18.2x115.2x2x
Mon, 25 Sep 2023US$91.3bUS$44.6bUS$666.8m18.2x136.8x2x
Wed, 23 Aug 2023US$91.6bUS$44.2bUS$641.3m18.6x142.9x2.1x
Fri, 21 Jul 2023US$91.9bUS$43.1bUS$231.2m23.9x397.5x2.1x
Sun, 18 Jun 2023US$89.2bUS$42.9bUS$309.3m23.2x288.5x2.1x
Tue, 16 May 2023US$87.1bUS$42.8bUS$379.6m24.8x229.5x2x
Thu, 13 Apr 2023US$88.7bUS$43.2b-US$148,473,468.0023.4x-597.2x2.1x
Sat, 11 Mar 2023US$88.3bUS$43.4b-US$246,104,086.0026.2x-358.9x2x
Mon, 06 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 65x202420252026
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 18.0x which is lower than its 3-year average PE of 65.0x.
  • 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 Market0.25%
Consumer Discretionary-1.29%
Consumer Services-1.03%
Education Services-0.61%
Specialized Consumer Services-1.84%
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 16.8%, which is lower than the prior year's growth of 24.5% 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 17% over the next 5 years.
  • However this is lower than its past earnings growth rate of 24% 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
TAL TAL Education GroupUS$12.7014.1%
+US$955.3m		1.2%PE27.7x
EDU New Oriental Education & Technology GroupUS$59.465.4%
+US$482.2m		20.2%PE24.9x
LRN StrideUS$84.0415.2%
+US$375.1m		-37.3%PE11.1x
LLYV.K Liberty Live HoldingsUS$84.503.2%
+US$243.4m		15.5%PS691.8x
SUPX SuperX AI TechnologyUS$18.9148.2%
+US$204.8m		372.8%PS175.1x

Latest News

TAL
US$12.70
TAL Education Group
7D
14.1%
1Y
1.2%
ZNB
US$1.00
Zeta Network Group
7D
72.4%
1Y
-97.4%
ATGE
US$107.78
Adtalem Global Education
7D
-11.4%
1Y
5.2%
SCI
US$79.80
Service Corporation International
7D
-1.5%
1Y
1.3%
MCW
US$5.44
Mister Car Wash
7D
-9.3%
1Y
-34.2%

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Jan 29
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EDU
US$59.46
New Oriental Education & Technology Group
7D
5.4%
1Y
20.2%
LRN
US$84.04
Stride
7D
15.2%
1Y
-37.3%
DRVN
US$15.22
Driven Brands Holdings
7D
-5.9%
1Y
-9.4%
LOPE
US$172.54
Grand Canyon Education
7D
-4.0%
1Y
-1.1%

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).
AFYA
US$14.96
Afya
7D
4.5%
1Y
-11.2%

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$38.87
H&R Block
7D
-4.3%
1Y
-29.9%
DUOL
US$139.47
Duolingo
7D
-9.3%
1Y
-61.6%

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.
LAUR
US$34.32
Laureate Education
7D
-3.1%
1Y
80.1%
SUPX
US$18.91
SuperX AI Technology
7D
48.2%
1Y
372.8%
LLYV.K
US$84.50
Liberty Live Holdings
7D
3.2%
1Y
15.5%
KLC
US$4.71
KinderCare Learning Companies
7D
6.6%
1Y
-77.8%

KinderCare Learning Companies' (NYSE:KLC) Returns On Capital Are Heading Higher

Dec 23
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