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U.S. Consumer Services Industry Analysis

UpdatedFeb 06, 2026
DataAggregated Company Financials
Companies97
  • 7D-1.8%
  • 3M-1.4%
  • 1Y-16.4%
  • YTD-0.7%

Over the last 7 days, the Consumer Services industry has dropped 1.8%, driven by Duolingo declining 18%. In contrast, Service Corporation International has gained 7.0%. Overall the industry is down 16% in 12 months. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Feb 2026US$100.2bUS$58.0bUS$5.6b16.1x17.8x1.7x
Sun, 04 Jan 2026US$101.2bUS$57.9bUS$5.5b16.5x18.3x1.7x
Tue, 02 Dec 2025US$105.4bUS$60.4bUS$4.1b15.9x25.5x1.7x
Thu, 30 Oct 2025US$123.7bUS$57.5bUS$4.7b17.2x26x2.2x
Sat, 27 Sep 2025US$118.8bUS$53.8bUS$4.9b19.7x24.4x2.2x
Mon, 25 Aug 2025US$111.1bUS$52.2bUS$4.8b20.8x23.1x2.1x
Wed, 23 Jul 2025US$105.1bUS$50.6bUS$2.9b19.1x36.6x2.1x
Fri, 20 Jun 2025US$112.9bUS$50.6bUS$2.9b19.6x39.2x2.2x
Sun, 18 May 2025US$118.4bUS$50.6bUS$2.9b20.3x41.1x2.3x
Tue, 15 Apr 2025US$98.9bUS$48.1bUS$2.9b18.7x34.3x2.1x
Thu, 13 Mar 2025US$100.0bUS$48.3bUS$2.9b18.7x34.1x2.1x
Sat, 08 Feb 2025US$110.0bUS$48.1bUS$1.7b19.8x63.5x2.3x
Mon, 06 Jan 2025US$103.1bUS$47.5bUS$1.6b20.7x64.5x2.2x
Wed, 04 Dec 2024US$106.7bUS$47.6bUS$1.6b19.8x65.2x2.2x
Fri, 01 Nov 2024US$100.0bUS$47.4bUS$1.8b18.2x55.8x2.1x
Sun, 29 Sep 2024US$96.9bUS$44.0bUS$1.4b19.1x70.7x2.2x
Tue, 27 Aug 2024US$93.0bUS$46.5bUS$1.5b21.9x63.7x2x
Thu, 25 Jul 2024US$94.1bUS$46.1bUS$1.8b20.7x53.3x2x
Sat, 22 Jun 2024US$88.7bUS$46.0bUS$1.8b19.3x50x1.9x
Mon, 20 May 2024US$94.2bUS$43.8bUS$1.8b19.9x53.3x2.1x
Wed, 17 Apr 2024US$90.7bUS$42.3bUS$1.2b18.9x77.5x2.1x
Fri, 15 Mar 2024US$97.6bUS$42.6bUS$1.1b18.2x91.7x2.3x
Sun, 11 Feb 2024US$96.6bUS$43.8bUS$1.0b23.5x95.6x2.2x
Tue, 09 Jan 2024US$108.9bUS$47.6bUS$959.5m20.4x113.5x2.3x
Thu, 07 Dec 2023US$107.6bUS$47.6bUS$958.1m21.8x112.3x2.3x
Sat, 04 Nov 2023US$96.8bUS$45.5bUS$673.9m20.6x143.6x2.1x
Mon, 02 Oct 2023US$92.7bUS$44.6bUS$619.7m18x149.6x2.1x
Wed, 30 Aug 2023US$94.3bUS$44.5bUS$632.9m19.6x149.1x2.1x
Fri, 28 Jul 2023US$93.9bUS$43.5bUS$450.3m24.8x208.6x2.2x
Sun, 25 Jun 2023US$85.4bUS$42.9bUS$235.2m22.9x363.2x2x
Tue, 23 May 2023US$86.9bUS$42.8bUS$379.3m23.5x229.1x2x
Thu, 20 Apr 2023US$90.7bUS$43.2b-US$166,823,580.0024x-543.7x2.1x
Sat, 18 Mar 2023US$86.5bUS$43.2b-US$127,670,652.0024x-677.2x2x
Mon, 13 Feb 2023US$89.3bUS$41.0b-US$272,888,071.0021.7x-327.1x2.2x
Price to Earnings Ratio

-327.1x


Total Market Cap: US$89.3bTotal Earnings: -US$272,888,071.00Total Revenue: US$41.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 67.2x202420252026
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 17.8x which is lower than its 3-year average PE of 67.2x.
  • 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 Market-2.98%
Consumer Discretionary-5.08%
Consumer Services-1.81%
Specialized Consumer Services2.66%
Education Services-3.99%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 98.1x.
    • Analysts are expecting annual earnings growth of 18.1%, which is lower than the prior year's growth of 24.4% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 37.9x.
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 24% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 13% 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
SCI Service Corporation InternationalUS$85.387.0%
+US$782.2m		11.1%PE22.4x
EDU New Oriental Education & Technology GroupUS$62.174.6%
+US$431.3m		28.7%PE26x
DRVN Driven Brands HoldingsUS$16.669.5%
+US$236.8m		1.3%PS1.1x
MCW Mister Car WashUS$5.877.9%
+US$140.9m		-26.1%PE20.9x
GHC Graham HoldingsUS$1.19k2.5%
+US$124.7m		25.4%PE7.1x

Latest News

HRB
US$33.71
H&R Block
7D
-13.3%
1Y
-37.8%
UTI
US$24.75
Universal Technical Institute
7D
-11.7%
1Y
-16.2%
DUOL
US$114.34
Duolingo
7D
-18.0%
1Y
-70.6%

DUOL: Long Term User Focus And New Offerings Will Shape Future Repricing

Narrative Update Analysts trimmed their Duolingo fair value estimate from $180 to $160, as lower projected profit margins and valuation multiples outweighed slightly higher modeled revenue growth and a modestly reduced discount rate. This aligns with recent Street price target cuts and more cautious user growth expectations.
MCW
US$5.87
Mister Car Wash
7D
7.9%
1Y
-26.1%
DRVN
US$16.66
Driven Brands Holdings
7D
9.5%
1Y
1.3%

DRVN: Revised 2025 Mix And Higher P/E Assumptions Will Unlock Upside

Analysts have increased their price target for Driven Brands Holdings by $151, reflecting updated views on discount rates, expected revenue trends, profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research around Driven Brands Holdings shows mixed views on the company, with one report lowering the price target by $3 and another raising it by $154.
SCI
US$85.38
Service Corporation International
7D
7.0%
1Y
11.1%

Service Corporation International's (NYSE:SCI) Business Is Trailing The Market But Its Shares Aren't

Feb 04
Service Corporation International's (NYSE:SCI) Business Is Trailing The Market But Its Shares Aren't
EDU
US$62.17
New Oriental Education & Technology Group
7D
4.6%
1Y
28.7%

EDU: Higher Margin Outlook And Buyback Activity Will Support Upside Potential

Analysts have lifted their fair value estimate for New Oriental Education & Technology Group from US$76.15 to US$80.00, citing updated assumptions for discount rate, revenue growth, profit margins, and future P/E multiples, supported by recent price target increases and upgrades from the Street. Analyst Commentary Recent Street research points to a more constructive stance on New Oriental Education & Technology Group, with bullish analysts highlighting a mix of valuation support and execution on core priorities.
LRN
US$86.43
Stride
7D
2.8%
1Y
-37.9%
TAL
US$11.71
TAL Education Group
7D
-7.8%
1Y
-8.3%

TAL: Elevated Expectations Will Depend On Challenging Margin Execution

Analysts have raised their price target fair value on TAL Education Group from $9.55 to $11.54, citing updated assumptions around revenue growth, profit margins and future P/E that they see reflected in recent research commentary. Analyst Commentary Recent research commentary around TAL Education Group reflects a mix of optimism on the updated fair value estimate and ongoing caution around execution and valuation risks.
APEI
US$44.28
American Public Education
7D
4.8%
1Y
101.5%
ATGE
US$103.22
Adtalem Global Education
7D
-4.2%
1Y
-5.5%
GHC
US$1,185.05
Graham Holdings
7D
2.5%
1Y
25.4%

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

Jan 25
Do Graham Holdings' (NYSE:GHC) Earnings Warrant Your Attention?
ADT
US$7.85
ADT
7D
-2.8%
1Y
4.1%

The Return Trends At ADT (NYSE:ADT) Look Promising

Jan 22
The Return Trends At ADT (NYSE:ADT) Look Promising
OSW
US$20.65
OneSpaWorld Holdings
7D
5.8%
1Y
-5.4%
MH
US$12.13
McGraw Hill
7D
-18.2%
1Y
n/a
LLYV.K
US$79.68
Liberty Live Holdings
7D
-3.5%
1Y
5.5%