Narrative Update • Jun 06

The Consumer Services is pretty flat in the last 7 days, but Frontdoor has stood out, gaining 5.1%. As for the longer term, the industry has declined 26% in the last year. As for the next few years, earnings are expected to grow by 13% per annum.
Has the U.S. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 09 Jun 2026 | US$89.5b | US$56.6b | US$5.5b | 16.4x | 16.4x | 1.6x |
| Thu, 07 May 2026 | US$96.3b | US$59.2b | US$5.5b | 16.3x | 17.4x | 1.6x |
| Sat, 04 Apr 2026 | US$96.6b | US$58.5b | US$5.2b | 18.1x | 18.5x | 1.7x |
| Mon, 02 Mar 2026 | US$96.5b | US$58.5b | US$5.3b | 18.2x | 18.1x | 1.7x |
| Wed, 28 Jan 2026 | US$101.5b | US$57.9b | US$5.5b | 16.7x | 18.4x | 1.8x |
| Fri, 26 Dec 2025 | US$102.7b | US$57.9b | US$5.5b | 16.7x | 18.6x | 1.8x |
| Sun, 23 Nov 2025 | US$102.9b | US$60.3b | US$4.1b | 15.9x | 25.2x | 1.7x |
| Tue, 21 Oct 2025 | US$122.5b | US$57.3b | US$4.7b | 17.9x | 26.3x | 2.1x |
| Thu, 18 Sep 2025 | US$109.3b | US$52.0b | US$5.0b | 19.9x | 21.9x | 2.1x |
| Sat, 16 Aug 2025 | US$108.9b | US$52.2b | US$4.8b | 19.1x | 22.6x | 2.1x |
| Mon, 14 Jul 2025 | US$107.8b | US$50.6b | US$2.9b | 19.6x | 37.5x | 2.1x |
| Wed, 11 Jun 2025 | US$114.4b | US$50.6b | US$2.9b | 19.4x | 39.8x | 2.3x |
| Fri, 09 May 2025 | US$113.6b | US$50.5b | US$2.8b | 19.2x | 40.5x | 2.2x |
| Sun, 06 Apr 2025 | US$98.3b | US$48.1b | US$2.9b | 17.8x | 33.9x | 2x |
| Tue, 04 Mar 2025 | US$106.3b | US$48.3b | US$2.9b | 18.7x | 36.3x | 2.2x |
| Thu, 30 Jan 2025 | US$107.6b | US$48.0b | US$1.7b | 20x | 64x | 2.2x |
| Sat, 28 Dec 2024 | US$103.5b | US$47.7b | US$1.6b | 19.3x | 64.8x | 2.2x |
| Mon, 25 Nov 2024 | US$104.6b | US$47.6b | US$1.7b | 19.4x | 61.5x | 2.2x |
| Wed, 23 Oct 2024 | US$97.0b | US$46.6b | US$1.5b | 20.5x | 66.9x | 2.1x |
| Fri, 20 Sep 2024 | US$90.9b | US$44.0b | US$1.4b | 20.1x | 67x | 2.1x |
| Sun, 18 Aug 2024 | US$92.6b | US$46.4b | US$1.4b | 20x | 64.1x | 2x |
| Tue, 16 Jul 2024 | US$92.0b | US$46.1b | US$1.8b | 20.3x | 52.1x | 2x |
| Thu, 13 Jun 2024 | US$90.2b | US$46.1b | US$1.8b | 21x | 50.8x | 2x |
| Sat, 11 May 2024 | US$96.3b | US$43.8b | US$1.7b | 19.3x | 55.7x | 2.2x |
| Mon, 08 Apr 2024 | US$92.6b | US$42.5b | US$1.1b | 19.8x | 83.5x | 2.2x |
| Wed, 06 Mar 2024 | US$98.6b | US$42.6b | US$1.0b | 19.5x | 94.4x | 2.3x |
| Fri, 02 Feb 2024 | US$108.7b | US$48.0b | US$1.0b | 21.1x | 103.6x | 2.3x |
| Sun, 31 Dec 2023 | US$111.1b | US$47.6b | US$958.2m | 21.2x | 116x | 2.3x |
| Tue, 28 Nov 2023 | US$105.6b | US$47.6b | US$929.1m | 20.9x | 113.7x | 2.2x |
| Thu, 26 Oct 2023 | US$92.9b | US$44.7b | US$644.1m | 18x | 144.2x | 2.1x |
| Sat, 23 Sep 2023 | US$91.3b | US$44.6b | US$666.8m | 18.2x | 136.8x | 2x |
| Mon, 21 Aug 2023 | US$90.8b | US$44.2b | US$640.5m | 18.8x | 141.7x | 2.1x |
| Wed, 19 Jul 2023 | US$91.4b | US$43.1b | US$231.0m | 24.1x | 395.6x | 2.1x |
| Fri, 16 Jun 2023 | US$88.6b | US$42.9b | US$309.4m | 23.1x | 286.3x | 2.1x |
286.3x
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | -2.49% | |
| Consumer Discretionary | -4.29% | |
| Consumer Services | -0.86% | |
| Education Services | -0.48% | |
| Specialized Consumer Services | -1.68% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FTDR Frontdoor | US$63.51 | 5.1% +US$214.9m | 11.0% | PE17.2x | |
| LAUR Laureate Education | US$34.16 | 3.2% +US$148.4m | 55.8% | PE17.1x | |
| CVSA Covista | US$126.33 | 3.5% +US$145.0m | 4.1% | PE17.2x | |
| GHC Graham Holdings | US$1.13k | 2.1% +US$102.2m | 19.9% | PE16.5x | |
| UTI Universal Technical Institute | US$42.96 | 3.8% +US$86.4m | 29.2% | PE55.4x |