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U.S. Consumer Services Industry Analysis

UpdatedJan 01, 2026
DataAggregated Company Financials
Companies97
  • 7D-1.3%
  • 3M-16.3%
  • 1Y-10.9%
  • YTD-6.9%

Over the last 7 days, the Consumer Services industry has dropped 1.3%, driven by Duolingo declining 2.9%. Meanwhile, Youdao actually outperformed within the industry, gaining 9.7% in the last week. Overall the industry is down 11% in 12 months. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Jan 2026US$101.8bUS$57.9bUS$5.5b16.6x18.4x1.8x
Sat, 29 Nov 2025US$105.3bUS$60.4bUS$4.1b15.9x25.5x1.7x
Mon, 27 Oct 2025US$124.9bUS$57.3bUS$4.7b18.9x26.7x2.2x
Wed, 24 Sep 2025US$118.9bUS$53.8bUS$4.9b20.5x24.5x2.2x
Fri, 22 Aug 2025US$109.7bUS$52.2bUS$4.8b20.5x22.8x2.1x
Sun, 20 Jul 2025US$107.3bUS$50.6bUS$2.9b19.2x37.3x2.1x
Tue, 17 Jun 2025US$112.3bUS$50.6bUS$2.9b19.6x39x2.2x
Thu, 15 May 2025US$117.2bUS$50.6bUS$2.9b19.9x41.1x2.3x
Sat, 12 Apr 2025US$97.7bUS$48.1bUS$2.9b18.5x33.9x2x
Mon, 10 Mar 2025US$102.9bUS$48.3bUS$2.9b20x35.2x2.1x
Wed, 05 Feb 2025US$108.0bUS$48.1bUS$1.7b19.6x63x2.2x
Fri, 03 Jan 2025US$102.6bUS$47.5bUS$1.6b20.7x64.2x2.2x
Sun, 01 Dec 2024US$106.2bUS$47.6bUS$1.6b19.9x64.8x2.2x
Tue, 29 Oct 2024US$97.3bUS$47.2bUS$1.6b20.1x60.6x2.1x
Thu, 26 Sep 2024US$94.0bUS$44.0bUS$1.3b20.6x69.7x2.1x
Sat, 24 Aug 2024US$92.1bUS$46.5bUS$1.5b20.6x63.2x2x
Mon, 22 Jul 2024US$92.5bUS$46.1bUS$1.8b20.7x52.4x2x
Wed, 19 Jun 2024US$90.5bUS$46.0bUS$1.8b18.7x51x2x
Fri, 17 May 2024US$95.6bUS$43.8bUS$1.7b19.9x55.6x2.2x
Sun, 14 Apr 2024US$94.6bUS$42.4bUS$1.2b19.2x80.7x2.2x
Tue, 12 Mar 2024US$95.9bUS$42.7bUS$1.1b18.2x88.4x2.2x
Thu, 08 Feb 2024US$92.1bUS$43.7bUS$1.0b22.7x91.7x2.1x
Sat, 06 Jan 2024US$109.3bUS$47.6bUS$960.6m20.6x113.8x2.3x
Mon, 04 Dec 2023US$108.3bUS$47.6bUS$958.3m21.6x113x2.3x
Wed, 01 Nov 2023US$91.6bUS$45.2bUS$522.0m18.5x175.4x2x
Fri, 29 Sep 2023US$93.0bUS$44.6bUS$661.2m18.7x140.6x2.1x
Sun, 27 Aug 2023US$92.9bUS$44.2bUS$644.0m18.7x144.3x2.1x
Tue, 25 Jul 2023US$92.8bUS$43.1bUS$232.7m24.5x398.6x2.1x
Thu, 22 Jun 2023US$86.9bUS$42.9bUS$311.2m24x279.3x2x
Sat, 20 May 2023US$86.6bUS$42.8bUS$378.9m24.2x228.5x2x
Mon, 17 Apr 2023US$89.7bUS$43.2b-US$149,121,661.0023.5x-601.7x2.1x
Wed, 15 Mar 2023US$87.6bUS$43.4b-US$250,265,698.0026.7x-350x2x
Fri, 10 Feb 2023US$81.2bUS$41.0b-US$259,353,515.0019x-313.1x2x
Sun, 08 Jan 2023US$79.6bUS$41.3b-US$1,221,294,743.0018.9x-65.1x1.9x
Price to Earnings Ratio

-65.1x


Total Market Cap: US$79.6bTotal Earnings: -US$1,221,294,743.00Total Revenue: US$41.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 60.3x202420252026
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 18.4x which is lower than its 3-year average PE of 60.3x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.8x.
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-1.43%
Consumer Discretionary-2.43%
Consumer Services-1.28%
Specialized Consumer Services-1.02%
Education Services-1.41%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 95.9x.
    • Analysts are expecting annual earnings growth of 16.8%, which is lower than the prior year's growth of 27.3% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 39.2x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Consumer 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 Education Services industry is expected to see its earnings grow by 17% 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
DAO YoudaoUS$10.089.7%
+US$106.4m		36.2%PE59.3x
AFYA AfyaUS$15.414.7%
+US$62.6m		-3.0%PE10.5x
BFAM Bright Horizons Family SolutionsUS$101.400.7%
+US$39.6m		-8.5%PE28.6x
HRB H&R BlockUS$43.580.2%
+US$11.4m		-17.5%PE9x
APEI American Public EducationUS$37.800.7%
+US$4.9m		75.2%PE28.2x

Latest News

PXED
US$30.30
Phoenix Education Partners
7D
-6.0%
1Y
n/a
EDU
US$55.03
New Oriental Education & Technology Group
7D
-1.6%
1Y
-14.3%
MCW
US$5.56
Mister Car Wash
7D
-3.1%
1Y
-23.7%

MCW: Future Upside Will Hinge On Stabilizing Membership Trends Amid Tough Compares

Analysts have reduced their price target on Mister Car Wash to $6 from $8, citing increasingly sluggish comparable sales trends, tough upcoming comparisons in Q4 and Q1, and a persistent decline in members per store over the past six quarters. Analyst Commentary Analysts see the reset in expectations as reflecting mounting execution risks while still acknowledging a credible long term growth runway if trends stabilize.
APEI
US$37.80
American Public Education
7D
0.7%
1Y
75.2%

APEI: Operating Leverage And 2029 AEBITDA Ambitions Will Drive Mixed Outlook

Analysts have modestly lifted their price expectations for American Public Education, with updated targets now clustering in the high 30 dollar to mid 40 dollar range as they highlight improving operating leverage, long term revenue and AEBITDA ambitions, and a view that recent shutdown related headwinds are temporary. Analyst Commentary Recent research updates reflect a generally constructive stance on American Public Education, with higher price targets anchored to improving fundamentals, while still acknowledging execution and macro risks.
KLC
US$4.32
KinderCare Learning Companies
7D
0.9%
1Y
-75.7%

KinderCare Learning Companies' (NYSE:KLC) Returns On Capital Are Heading Higher

Dec 23
KinderCare Learning Companies' (NYSE:KLC) Returns On Capital Are Heading Higher
AFYA
US$15.41
Afya
7D
4.7%
1Y
-3.0%

AFYA: Share Buybacks And Guidance Will Support Steady Prospects Ahead

Analysts have raised their price target on Afya by approximately 8 percent to about R$15.60 from roughly R$14.40. This change reflects expectations of slightly faster revenue growth and a modestly lower discount rate, partially offset by a leaner profit margin outlook and a higher assumed future P/E multiple.
BFAM
US$101.40
Bright Horizons Family Solutions
7D
0.7%
1Y
-8.5%

BFAM: Focus List Inclusion Signals Future Upside From Back-Up Care Opportunity

Analysts have nudged their price target on Bright Horizons Family Solutions slightly lower to approximately $129 from about $130, citing a marginally higher discount rate and tempered long term revenue growth expectations, which are partly offset by modestly improved profit margin assumptions and a still favorable view of the underappreciated back up care opportunity. Analyst Commentary Bullish analysts highlight that Bright Horizons continues to screen as undervalued relative to its long term growth runway, particularly in its back up care segment.
FEDU
US$11.95
Four Seasons Education (Cayman)
7D
3.0%
1Y
14.9%
CHGG
US$0.93
Chegg
7D
2.4%
1Y
-42.2%
DUOL
US$175.50
Duolingo
7D
-2.9%
1Y
-45.9%

DUOL: Long-Term User Expansion Focus Will Drive Renewed Upside Potential

Analysts have trimmed their Duolingo price target slightly to about $271 from roughly $271.05, reflecting modestly higher discount rates and a greater focus on long term user growth and product investment over near term monetization, even as they acknowledge improving revenue growth and margin expectations. Analyst Commentary Street research highlights a wide range of views on Duolingo, with most firms trimming price targets but maintaining generally constructive stances on the company’s long term growth algorithm and product roadmap.
OSW
US$20.74
OneSpaWorld Holdings
7D
-3.2%
1Y
4.2%

OSW: Dividend And Share Repurchases Will Support Future Share Price Upside

Analysts have modestly raised their price target on OneSpaWorld Holdings to $26.50, reflecting slightly higher long term discount rate and earnings multiple assumptions, while profit margin and revenue growth expectations remain effectively unchanged. What's in the News Issued new earnings guidance for the fourth quarter and full year 2025, projecting Q4 revenue of $241 million to $246 million and full year revenue of $960 million to $965 million, implying high single digit growth versus 2024 and supported by two new health and wellness centers on cruise ships (company guidance) Recorded $180,000 in long lived asset impairment charges in the third quarter ended September 30, 2025, reflecting adjustments to certain spa and wellness assets (company filing) Announced a quarterly dividend of $0.05 per share, payable December 3, 2025, with an ex dividend and record date of November 19, 2025 (company announcement) Completed a share repurchase tranche between July 1 and October 29, 2025, buying back 1,537,691 shares, or about 1.5 percent of shares outstanding, for $32.6 million under the April 30, 2025 authorization (company announcement) Valuation Changes The fair value estimate remains unchanged at $26.50 per share.
DAO
US$10.08
Youdao
7D
9.7%
1Y
36.2%

DAO: Index Inclusion And Buyback Extension Will Support Bullish Upside Potential

Analysts have trimmed their price target on Youdao by about 10 percent to approximately 16 dollars. This reflects slightly higher discount-rate assumptions and a lower future earnings multiple that more than offset stronger projected revenue growth.
HRB
US$43.58
H&R Block
7D
0.2%
1Y
-17.5%

HRB: Future Margins And Market Shift Will Support Steady Shareholder Returns

Analysts have slightly raised their price target on H&R Block to $48.00 per share, citing expectations for modestly higher profit margins and a lower future price to earnings multiple. Together, these factors support a marginally improved valuation despite a small tempering of long term revenue growth assumptions.
SUPX
US$15.68
SuperX AI Technology
7D
-12.8%
1Y
318.1%
UTI
US$26.13
Universal Technical Institute
7D
-4.1%
1Y
1.6%
MH
US$16.50
McGraw Hill
7D
-3.8%
1Y
n/a