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U.S. Consumer Services Industry Analysis

UpdatedMar 20, 2026
DataAggregated Company Financials
Companies93
  • 7D0.9%
  • 3M-6.9%
  • 1Y-14.2%
  • YTD-5.7%

Last week, the Consumer Services industry hasn't moved much but New Oriental Education & Technology Group is up 6.3% in that time. As for the longer term, the industry has declined 15% in the last year. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 20 Mar 2026US$93.7bUS$58.5bUS$5.2b17x17.9x1.6x
Sun, 15 Feb 2026US$96.5bUS$58.0bUS$5.6b17.7x17.1x1.7x
Tue, 13 Jan 2026US$104.2bUS$57.9bUS$5.5b17.1x18.8x1.8x
Thu, 11 Dec 2025US$101.6bUS$58.4bUS$5.5b16.1x18.5x1.7x
Sat, 08 Nov 2025US$106.2bUS$57.9bUS$4.1b15.9x26.1x1.8x
Mon, 06 Oct 2025US$122.4bUS$56.3bUS$4.5b18.3x27x2.2x
Wed, 03 Sep 2025US$108.7bUS$52.0bUS$5.0b20.4x21.9x2.1x
Fri, 01 Aug 2025US$103.7bUS$50.9bUS$3.0b18.2x34.2x2x
Sun, 29 Jun 2025US$112.4bUS$50.6bUS$2.9b20.5x39.1x2.2x
Tue, 27 May 2025US$115.7bUS$50.6bUS$2.9b19.8x40.4x2.3x
Thu, 24 Apr 2025US$100.4bUS$48.1bUS$2.9b19x34.9x2.1x
Sat, 22 Mar 2025US$103.3bUS$48.3bUS$2.9b17.8x35.9x2.1x
Mon, 17 Feb 2025US$115.4bUS$48.3bUS$1.8b20.6x64.6x2.4x
Wed, 15 Jan 2025US$101.6bUS$47.5bUS$1.6b21.2x63.4x2.1x
Fri, 13 Dec 2024US$105.9bUS$47.6bUS$1.6b19.5x66.6x2.2x
Sun, 10 Nov 2024US$106.1bUS$47.6bUS$1.9b19.2x56.7x2.2x
Tue, 08 Oct 2024US$97.9bUS$44.0bUS$1.4b18.1x71.5x2.2x
Thu, 05 Sep 2024US$89.9bUS$46.7bUS$1.5b21.1x61.2x1.9x
Sat, 03 Aug 2024US$88.2bUS$47.1bUS$1.6b20.8x53.8x1.9x
Mon, 01 Jul 2024US$92.1bUS$46.0bUS$1.8b19.8x51.9x2x
Wed, 29 May 2024US$93.3bUS$46.5bUS$1.8b25.5x52.3x2x
Fri, 26 Apr 2024US$91.8bUS$43.3bUS$1.5b19.4x61.5x2.1x
Sun, 24 Mar 2024US$96.1bUS$42.7bUS$1.1b18.9x89.9x2.3x
Tue, 20 Feb 2024US$96.8bUS$43.9bUS$1.1b22.8x91.4x2.2x
Thu, 18 Jan 2024US$107.9bUS$47.6bUS$958.7m21.6x112.5x2.3x
Sat, 16 Dec 2023US$110.5bUS$47.6bUS$962.6m21.4x114.8x2.3x
Mon, 13 Nov 2023US$98.8bUS$45.6bUS$815.1m20.7x121.2x2.2x
Wed, 11 Oct 2023US$95.3bUS$44.6bUS$620.3m18.4x153.6x2.1x
Fri, 08 Sep 2023US$93.1bUS$44.5bUS$634.0m18.7x146.8x2.1x
Sun, 06 Aug 2023US$95.7bUS$44.1bUS$644.3m23x148.6x2.2x
Tue, 04 Jul 2023US$88.2bUS$42.8bUS$239.0m23.8x369x2.1x
Thu, 01 Jun 2023US$85.1bUS$42.8bUS$381.4m23.3x223x2x
Sat, 29 Apr 2023US$90.5bUS$43.0bUS$175.5m24.1x515.6x2.1x
Mon, 27 Mar 2023US$86.7bUS$43.3b-US$120,641,217.0022.7x-718.4x2x
Price to Earnings Ratio

-718.4x


Total Market Cap: US$86.7bTotal Earnings: -US$120,641,217.00Total Revenue: US$43.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 81.3x202420252026
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 18.2x which is lower than its 3-year average PE of 81.3x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • Total earnings for the Consumer Services industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 11% 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-0.66%
Consumer Discretionary-0.95%
Consumer Services0.89%
Education Services2.61%
Specialized Consumer Services-2.37%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 101x.
    • Analysts are expecting annual earnings growth of 15.7%, which is lower than the prior year's growth of 18.7% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 36.4x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 12% 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
EDU New Oriental Education & Technology GroupUS$56.876.3%
+US$539.5m		9.5%PE23.8x
TAL TAL Education GroupUS$11.395.2%
+US$340.7m		-18.5%PE24.9x
DUOL DuolingoUS$99.614.9%
+US$220.0m		-67.5%PE11.3x
ADT ADTUS$6.593.3%
+US$170.5m		-15.1%PE8.9x
LRN StrideUS$87.414.2%
+US$149.6m		-28.8%PE11.5x

Latest News

APEI
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American Public Education
7D
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1Y
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KLC
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KinderCare Learning Companies
7D
-30.6%
1Y
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ADT
US$6.59
ADT
7D
3.3%
1Y
-15.1%

ADT: Future Cash Focus And Buybacks Will Support Long-Term Upside

Narrative Update on ADT The updated analyst target for ADT has shifted lower by about $0.70 per share, reflecting a cluster of recent target cuts into the $7 to $9 range as analysts factor in mixed quarterly results, muted 2026 guidance, and a gradual path to any potential improvement in fundamentals. Analyst Commentary Recent research updates on ADT highlight a split view, with some analysts still seeing long-term upside potential and others focusing on execution challenges and muted guidance.
AFYA
US$14.82
Afya
7D
9.8%
1Y
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EDU
US$56.87
New Oriental Education & Technology Group
7D
6.3%
1Y
9.5%

EDU: Margin Assumptions And Buybacks Will Support Higher Future Earnings Multiple

Analysts have increased their price target on New Oriental Education & Technology Group by about $4, reflecting updated views on fair value, profit margin assumptions and a slightly higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a reflection of confidence in the company’s ability to support current valuation through profit margin assumptions that they see as achievable.
FTDR
US$56.81
Frontdoor
7D
-10.1%
1Y
50.3%

FTDR: Higher Margins And Member Growth Will Support Stronger Long Term Returns

Analysts have lifted their Frontdoor fair value estimate from $71 to $82, pointing to updated views on the mix of growth, higher profit margin expectations, a slightly higher discount rate, and a modestly lower assumed future P/E that align with recent price target increases and Neutral ratings from major firms. Analyst Commentary Recent Street research has tilted more constructive on Frontdoor, with key firms adjusting ratings and price targets in response to the latest quarterly update and refreshed outlook.
SCI
US$75.85
Service Corporation International
7D
-3.5%
1Y
-3.7%
TAL
US$11.39
TAL Education Group
7D
5.2%
1Y
-18.5%

TAL: Macquarie Upgrade And Share Buyback Will Support Future Upside

Analysts have adjusted their price target for TAL Education Group to $15.65, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions informed by recent Street research including the Macquarie upgrade. Analyst Commentary Bullish analysts see the revised US$15.65 price target as more in line with updated assumptions around discount rates, revenue trajectory, margins, and P/E multiples.
WW
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WW International
7D
-17.6%
1Y
n/a
OSW
US$21.92
OneSpaWorld Holdings
7D
6.8%
1Y
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OSW: AI Initiatives And Buybacks Will Support Future Upside

Narrative Update on OneSpaWorld Holdings Analysts have modestly raised their price target on OneSpaWorld Holdings to $26, citing recent discussions with management that highlighted steady demand resilience, confidence in the company’s operational moats, and potential upside from AI related initiatives. Analyst Commentary Recent research shows a mix of optimism and caution around OneSpaWorld Holdings, with analysts updating their price targets and stressing both the opportunities and the execution risks that sit behind them.
BFAM
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Bright Horizons Family Solutions
7D
-1.2%
1Y
-39.0%
LRN
US$87.41
Stride
7D
4.2%
1Y
-28.8%

LRN: Future Earnings Multiple Will Rely On 2026 Guidance Execution

Analysts have trimmed their fair value estimate for Stride from about $111 to roughly $106, citing slightly more conservative assumptions on revenue growth, profit margins and the appropriate P/E multiple, while also acknowledging recent price target adjustments such as BMO Capital's $19 increase. Analyst Commentary Recent Street research on Stride includes a price target increase of $19 from BMO Capital.
LLYV.K
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Liberty Live Holdings
7D
-1.9%
1Y
38.5%
DUOL
US$99.61
Duolingo
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4.9%
1Y
-67.5%

Duolingo: Billion Dollar Business Hiding in Plain Sight

Duolingo just crossed $1 billion in revenue and delivered a 367% surge in net earnings — yet the stock trades at a trailing P/E of just 11x. For a market-leading EdTech platform with 50 million daily active users, that’s a number you’d normally associate with a slow-moving industrial company, not one of the most recognisable consumer brands on the planet.
MH
US$13.57
McGraw Hill
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-2.0%
1Y
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SUPX
US$7.28
SuperX AI Technology
7D
-27.2%
1Y
-5.7%