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U.S. Consumer Services Industry Analysis

UpdatedJun 09, 2026
DataAggregated Company Financials
Companies88
  • 7D-1.9%
  • 3M-1.3%
  • 1Y-25.3%
  • YTD-8.7%

Over the last 7 days, the Consumer Services industry has dropped 1.9%, driven by a pullback from TAL Education Group of 8.2%. Meanwhile, Duolingo actually outperformed within the industry, gaining 7.2% in the last week. Overall the industry is down 25% in 12 months. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026US$89.3bUS$56.6bUS$5.5b16.6x16.4x1.6x
Fri, 08 May 2026US$96.3bUS$59.2bUS$5.5b16.3x17.4x1.6x
Sun, 05 Apr 2026US$96.6bUS$58.5bUS$5.2b18.1x18.5x1.7x
Tue, 03 Mar 2026US$96.5bUS$58.5bUS$5.3b18.2x18.1x1.7x
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
Price to Earnings Ratio

288.5x


Total Market Cap: US$89.2bTotal Earnings: US$309.3mTotal Revenue: US$42.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 73.3x202420252026
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 16.4x which is lower than its 3-year average PE of 73.3x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Services industry have grown 160% per year over the last three years.
  • Revenues for these companies have grown 9.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market-2.73%
Consumer Discretionary-3.61%
Consumer Services-1.87%
Specialized Consumer Services-1.05%
Education Services-2.24%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 114x.
    • Analysts are expecting annual earnings growth of 14.7%, which is higher than its past year's earnings growth of 11.7% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 33.9x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 8.5% 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
DUOL DuolingoUS$117.867.2%
+US$368.6m		-75.8%PE13x
LAUR Laureate EducationUS$35.226.6%
+US$305.2m		61.4%PE17.6x
FTDR FrontdoorUS$65.876.4%
+US$276.7m		16.1%PE17.9x
GHC Graham HoldingsUS$1.14k3.2%
+US$151.2m		19.5%PE16.6x
MH McGraw HillUS$12.975.9%
+US$137.5m		n/aPS1.2x

Latest News

PRDO
US$34.33
Perdoceo Education
7D
3.2%
1Y
8.1%
SCI
US$71.89
Service Corporation International
7D
1.2%
1Y
-9.9%
UTI
US$39.28
Universal Technical Institute
7D
-5.7%
1Y
20.7%
LINC
US$46.38
Lincoln Educational Services
7D
-5.5%
1Y
119.2%
TAL
US$9.15
TAL Education Group
7D
-8.2%
1Y
-15.5%
DUOL
US$117.86
Duolingo
7D
7.2%
1Y
-75.8%
Seeking Alpha • Jun 05

Duolingo: I Was Wrong (Double Downgrade)

Summary I am downgrading Duolingo to a “sell” as its user growth and monetization strategy has failed to deliver, with AI intensifying competitive pressures. DAU and paid subscriber growth rates have decelerated for five consecutive quarters, and management’s content expansion and improving teaching quality have not reversed this trend. Gross and Adjusted EBITDA margins are projected to compress in FY26, with consensus estimates showing no near-term rebound in revenue or earnings. Despite an 80% drawdown, risk-reward remains unattractive as Wall Street price targets suggest further downside. Read the full article on Seeking Alpha
SUPX
US$8.67
SuperX AI Technology
7D
-20.8%
1Y
-15.8%
GOTU
US$1.42
Gaotu Techedu
7D
-17.9%
1Y
-64.8%
Seeking Alpha • Jun 05

Gaotu Techedu: Revenue Outperformance Is Overshadowed By Earnings Miss (Rating Downgrade)

Summary I lower my rating for Gaotu Techedu Inc. from 'Buy' to 'Hold' after analyzing its results and outlook. GOTU's 1Q2026 performance was mixed as evidenced by the sales beat and a below-consensus bottom-line. The company's Q2 revenue guidance implies growth acceleration, but falls short of the sell-side's estimate; a desire to remain profitable will cap near-term topline expansion, justifying a Neutral stance. Read the full article on Seeking Alpha
LAUR
US$35.22
Laureate Education
7D
6.6%
1Y
61.4%
Narrative Update • Jun 05

LAUR: Index Additions Will Support Future Share Price Upside

Analysts have nudged their price target on Laureate Education slightly lower to $40.25 from $40.33, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E that are still broadly consistent with prior expectations. What's in the News Laureate Education issued earnings guidance for the second quarter of 2026, projecting revenue in a range of US$597 million to US$601 million.
EDU
US$45.06
New Oriental Education & Technology Group
7D
-4.5%
1Y
-7.3%
FTDR
US$65.87
Frontdoor
7D
6.4%
1Y
16.1%
CVSA
US$126.08
Covista
7D
3.1%
1Y
5.8%
Seeking Alpha • Jun 03

Covista: Healthcare Education Growth At A Fair Price

Summary Covista (CVSA) is rated Hold, reflecting strong healthcare education positioning but a valuation that prices in much of its growth story. CVSA's enrollment growth, AI-enabled offerings, and robust cash flow support its strategic pivot, yet it trades near peer medians on key valuation multiples. Regulatory risks tied to Title IV funding and ongoing lawsuits warrant a risk premium, tempering the case for aggressive buying at current levels. Peers like PRDO offer lower multiples and stronger cash conversion, while LOPE commands a premium for a cleaner balance sheet and superior cash generation. Read the full article on Seeking Alpha
JDZG
US$50.00
JIADE
7D
-21.7%
1Y
-91.4%
MH
US$12.97
McGraw Hill
7D
5.9%
1Y
n/a
GHC
US$1,141.30
Graham Holdings
7D
3.2%
1Y
19.5%
LLYV.K
US$94.66
Liberty Live Holdings
7D
-3.3%
1Y
24.6%