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U.S. Consumer Services Industry Analysis

UpdatedJul 07, 2026
DataAggregated Company Financials
Companies91
  • 7D5.3%
  • 3M1.8%
  • 1Y-19.6%
  • YTD-3.4%

In the last week, the Consumer Services industry is up 5.3%, with Duolingo up 12%. During this same period, the Jianzhi Education Technology Group underperformed, falling 34%. In the past year, the industry is down 20%. 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, 08 Jul 2026US$95.0bUS$56.7bUS$5.4b17.2x17.6x1.7x
Fri, 05 Jun 2026US$88.5bUS$56.6bUS$5.5b16.2x16.2x1.6x
Sun, 03 May 2026US$97.0bUS$59.1bUS$5.5b16.5x17.5x1.6x
Tue, 31 Mar 2026US$94.3bUS$58.5bUS$5.2b17.9x18x1.6x
Thu, 26 Feb 2026US$96.9bUS$58.3bUS$5.3b17.5x18.3x1.7x
Sat, 24 Jan 2026US$103.2bUS$57.9bUS$5.5b17.3x18.8x1.8x
Mon, 22 Dec 2025US$102.4bUS$57.9bUS$5.5b16.8x18.5x1.8x
Wed, 19 Nov 2025US$104.2bUS$60.4bUS$4.1b14.3x25.6x1.7x
Fri, 17 Oct 2025US$122.5bUS$57.3bUS$4.7b17.5x26.3x2.1x
Sun, 14 Sep 2025US$112.2bUS$52.0bUS$5.0b18.9x22.5x2.2x
Tue, 12 Aug 2025US$108.8bUS$51.4bUS$3.7b18.6x29.4x2.1x
Thu, 10 Jul 2025US$109.2bUS$50.6bUS$2.9b19.2x38x2.2x
Sat, 07 Jun 2025US$115.8bUS$50.7bUS$2.9b19.9x40.4x2.3x
Mon, 05 May 2025US$112.7bUS$50.4bUS$2.8b20.6x40.5x2.2x
Wed, 02 Apr 2025US$103.1bUS$48.1bUS$2.9b18.3x35.6x2.1x
Fri, 28 Feb 2025US$110.2bUS$48.3bUS$2.9b18.9x37.6x2.3x
Sun, 26 Jan 2025US$103.9bUS$47.9bUS$1.6b21.3x63x2.2x
Tue, 24 Dec 2024US$101.8bUS$47.7bUS$1.6b19.1x63.8x2.1x
Thu, 21 Nov 2024US$101.2bUS$47.6bUS$1.7b18.7x59.8x2.1x
Sat, 19 Oct 2024US$97.0bUS$46.5bUS$1.4b20x67.3x2.1x
Mon, 16 Sep 2024US$89.6bUS$43.9bUS$1.4b19.9x66.2x2x
Wed, 14 Aug 2024US$89.8bUS$46.4bUS$1.4b20x62.3x1.9x
Fri, 12 Jul 2024US$90.0bUS$46.1bUS$1.8b19.9x50.9x2x
Sun, 09 Jun 2024US$91.0bUS$46.4bUS$1.8b20.2x50.9x2x
Tue, 07 May 2024US$97.0bUS$43.7bUS$1.6b20.1x59.5x2.2x
Thu, 04 Apr 2024US$93.6bUS$42.5bUS$1.1b19.6x84.4x2.2x
Sat, 02 Mar 2024US$99.8bUS$42.7bUS$1.0b19.4x95.8x2.3x
Mon, 29 Jan 2024US$110.7bUS$48.0bUS$1.0b21.9x106.8x2.3x
Wed, 27 Dec 2023US$111.0bUS$47.6bUS$958.9m21.8x115.8x2.3x
Fri, 24 Nov 2023US$101.7bUS$47.2bUS$829.5m21x122.6x2.2x
Sun, 22 Oct 2023US$92.2bUS$44.6bUS$616.0m17.9x149.7x2.1x
Tue, 19 Sep 2023US$93.6bUS$44.6bUS$668.5m18.8x140.1x2.1x
Thu, 17 Aug 2023US$91.2bUS$44.2bUS$652.0m18.8x139.9x2.1x
Sat, 15 Jul 2023US$91.6bUS$43.1bUS$230.3m23.1x398x2.1x
Price to Earnings Ratio

398x


Total Market Cap: US$91.6bTotal Earnings: US$230.3mTotal Revenue: US$43.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 65.4x202420252026
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 17.6x which is lower than its 3-year average PE of 65.7x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Consumer Services industry have grown 186% per year over the last three years.
  • Revenues for these companies have grown 9.5% 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 Market0.79%
Consumer Discretionary1.48%
Consumer Services5.26%
Education Services6.70%
Specialized Consumer Services2.46%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 119x.
    • Analysts are expecting annual earnings growth of 15.2%, 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 32.9x.
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 8.7% 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$129.7211.8%
+US$637.9m		-67.3%PE14.3x
UTI Universal Technical InstituteUS$49.9320.7%
+US$472.4m		56.7%PE64.4x
LAUR Laureate EducationUS$39.598.9%
+US$452.1m		65.0%PE19.8x
EDU New Oriental Education & Technology GroupUS$48.525.0%
+US$369.2m		-4.3%PE18.4x
LOPE Grand Canyon EducationUS$153.428.2%
+US$306.0m		-14.7%PE18.3x

Latest News

TAL
US$9.91
TAL Education Group
7D
4.5%
1Y
-2.9%
NTCL
US$4.62
NetClass Technology
7D
-28.5%
1Y
-93.8%
UTI
US$49.93
Universal Technical Institute
7D
20.7%
1Y
56.7%
LAUR
US$39.59
Laureate Education
7D
8.9%
1Y
65.0%
MH
US$10.56
McGraw Hill
7D
13.7%
1Y
n/a
EDU
US$48.52
New Oriental Education & Technology Group
7D
5.0%
1Y
-4.3%
Narrative Update • Jun 30

EDU: Compelling Cash Generation And Buybacks Will Support Future Upside

Analysts have nudged their fair value estimate for New Oriental Education & Technology Group higher from $80.00 to $86.26, citing a still supportive growth and margin outlook, a higher assumed future P/E multiple of 25.29, and recent price target upgrades that highlight what they view as a compelling valuation profile for the stock. Analyst Commentary Recent research on New Oriental Education & Technology Group points to increasingly constructive sentiment, with several bullish analysts highlighting what they see as a compelling entry point given the stock's current valuation and execution track record.
DUOL
US$129.72
Duolingo
7D
11.8%
1Y
-67.3%
BFAM
US$75.71
Bright Horizons Family Solutions
7D
6.8%
1Y
-35.4%
OSW
US$27.68
OneSpaWorld Holdings
7D
-0.7%
1Y
30.2%
LOPE
US$153.42
Grand Canyon Education
7D
8.2%
1Y
-14.7%
CHGG
US$0.98
Chegg
7D
-11.3%
1Y
-26.5%
Seeking Alpha • Jun 26

Chegg: Skilling Segment Deceleration Is A Major Red Flag (Downgrade)

Summary Chegg is downgraded to a "Sell" due to deteriorating fundamentals and an unconvincing restructuring strategy. Skilling segment growth is decelerating sharply, with Q2 expected to slow to low single digits despite management optimism. Profitability is eroding as legacy Academic Services declines and Skilling fails to scale, while dilution from stock-based compensation worsens economics. With just $30 million in cash, CHGG faces significant balance sheet risk and limited margin for operational missteps. Read the full article on Seeking Alpha
LFS
US$2.23
Leifras
7D
-9.0%
1Y
n/a
LGCY
US$11.75
Legacy Education
7D
-1.8%
1Y
10.1%
JZ
US$2.99
Jianzhi Education Technology Group
7D
-33.9%
1Y
-94.6%
CSV
US$38.27
Carriage Services
7D
-0.8%
1Y
-17.3%
MATW
US$26.51
Matthews International
7D
-0.4%
1Y
9.4%
Analysis Article • May 11

Matthews International's (NASDAQ:MATW) Profits Appear To Have Quality Issues

Matthews International Corporation's ( NASDAQ:MATW ) robust recent earnings didn't do much to move the stock. However...