Narrative Update • Jun 12

Over the last 7 days, the Consumer Services industry has remained flat, although notably Liberty Live Holdings gained 8.6%. Unfortunately though, the industry is down 24% over the past 12 months. Looking forward, earnings are forecast to grow by 12% annually.
Has the U.S. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | US$91.1b | US$56.7b | US$5.6b | 16x | 16.4x | 1.6x |
| Thu, 14 May 2026 | US$93.4b | US$58.2b | US$5.6b | 16.3x | 16.8x | 1.6x |
| Sat, 11 Apr 2026 | US$96.4b | US$58.5b | US$5.2b | 17.8x | 18.4x | 1.6x |
| Mon, 09 Mar 2026 | US$94.6b | US$58.5b | US$5.3b | 17.7x | 17.9x | 1.6x |
| Wed, 04 Feb 2026 | US$102.7b | US$58.4b | US$5.6b | 15.7x | 18.3x | 1.8x |
| Fri, 02 Jan 2026 | US$101.2b | US$57.9b | US$5.5b | 16.6x | 18.3x | 1.7x |
| Sun, 30 Nov 2025 | US$105.4b | US$60.4b | US$4.1b | 15.9x | 25.5x | 1.7x |
| Tue, 28 Oct 2025 | US$125.2b | US$57.3b | US$4.7b | 18.9x | 26.8x | 2.2x |
| Thu, 25 Sep 2025 | US$118.0b | US$53.8b | US$4.9b | 20.2x | 24.3x | 2.2x |
| Sat, 23 Aug 2025 | US$110.6b | US$52.2b | US$4.8b | 20.8x | 22.9x | 2.1x |
| Mon, 21 Jul 2025 | US$107.3b | US$50.6b | US$2.9b | 19.2x | 37.3x | 2.1x |
| Wed, 18 Jun 2025 | US$113.1b | US$50.6b | US$2.9b | 19.5x | 39.3x | 2.2x |
| Fri, 16 May 2025 | US$117.4b | US$50.6b | US$2.9b | 20.4x | 40.8x | 2.3x |
| Sun, 13 Apr 2025 | US$99.0b | US$48.1b | US$2.9b | 18.5x | 34.3x | 2.1x |
| Tue, 11 Mar 2025 | US$102.8b | US$48.3b | US$2.9b | 18.9x | 35.2x | 2.1x |
| Thu, 06 Feb 2025 | US$109.9b | US$48.1b | US$1.7b | 19.9x | 64x | 2.3x |
| Sat, 04 Jan 2025 | US$101.6b | US$47.5b | US$1.6b | 20.7x | 63.6x | 2.1x |
| Mon, 02 Dec 2024 | US$106.2b | US$47.6b | US$1.6b | 19.9x | 64.8x | 2.2x |
| Wed, 30 Oct 2024 | US$98.0b | US$47.2b | US$1.6b | 20.6x | 61.1x | 2.1x |
| Fri, 27 Sep 2024 | US$93.4b | US$44.0b | US$1.4b | 19.4x | 69x | 2.1x |
| Sun, 25 Aug 2024 | US$92.9b | US$46.5b | US$1.5b | 20.6x | 63.6x | 2x |
| Tue, 23 Jul 2024 | US$92.5b | US$46.1b | US$1.8b | 20.9x | 52.3x | 2x |
| Thu, 20 Jun 2024 | US$89.8b | US$46.0b | US$1.8b | 18.7x | 50.6x | 2x |
| Sat, 18 May 2024 | US$94.8b | US$43.8b | US$1.8b | 19.9x | 53.6x | 2.2x |
| Mon, 15 Apr 2024 | US$92.4b | US$42.4b | US$1.2b | 19.2x | 78.8x | 2.2x |
| Wed, 13 Mar 2024 | US$95.9b | US$42.6b | US$1.1b | 18.2x | 90.1x | 2.3x |
| Fri, 09 Feb 2024 | US$92.5b | US$43.8b | US$1.0b | 23.1x | 91.6x | 2.1x |
| Sun, 07 Jan 2024 | US$108.9b | US$47.6b | US$960.6m | 20.6x | 113.4x | 2.3x |
| Tue, 05 Dec 2023 | US$108.3b | US$47.5b | US$957.3m | 21.9x | 113.1x | 2.3x |
| Thu, 02 Nov 2023 | US$91.8b | US$45.4b | US$530.2m | 18.9x | 173.2x | 2x |
| Sat, 30 Sep 2023 | US$93.0b | US$44.6b | US$626.2m | 18x | 148.5x | 2.1x |
| Mon, 28 Aug 2023 | US$92.9b | US$44.2b | US$644.0m | 18.7x | 144.2x | 2.1x |
| Wed, 26 Jul 2023 | US$93.4b | US$43.1b | US$231.1m | 24.8x | 404x | 2.2x |
| Fri, 23 Jun 2023 | US$86.9b | US$42.9b | US$311.1m | 23.8x | 279.4x | 2x |
279.4x
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | 2.20% | |
| Consumer Discretionary | 1.88% | |
| Consumer Services | -0.46% | |
| Specialized Consumer Services | 3.66% | |
| Education Services | -2.37% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LLYV.K Liberty Live Holdings | US$100.63 | 8.6% +US$731.4m | 32.1% | PS23.2x | |
| FTDR Frontdoor | US$69.79 | 9.9% +US$441.1m | 21.6% | PE18.9x | |
| DUOL Duolingo | US$127.06 | 7.7% +US$424.0m | -73.2% | PE14x | |
| SCI Service Corporation International | US$73.96 | 3.7% +US$368.4m | -5.6% | PE19.1x | |
| EDU New Oriental Education & Technology Group | US$47.06 | 4.0% +US$291.2m | -1.4% | PE17.8x |