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U.S. Consumer Services Industry Analysis

UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies97
  • 7D-2.0%
  • 3M-3.7%
  • 1Y-19.5%
  • YTD-4.3%

Over the last 7 days, the Consumer Services industry has dropped 2.0%, driven by Driven Brands Holdings declining 32%. Meanwhile, Universal Technical Institute actually outperformed within the industry, gaining 12% in the last week. However, the industry is down 20% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Mon, 12 Jun 2023US$88.4bUS$42.9bUS$329.5m23.2x268.3x2.1x
Wed, 10 May 2023US$86.8bUS$42.7bUS$379.2m25.2x228.9x2x
Fri, 07 Apr 2023US$88.5bUS$43.2b-US$147,371,394.0025.4x-600.2x2x
Sun, 05 Mar 2023US$93.2bUS$43.4b-US$232,170,453.0027.5x-401.3x2.1x
Price to Earnings Ratio

-401.3x


Total Market Cap: US$93.2bTotal Earnings: -US$232,170,453.00Total Revenue: US$43.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 72.7x202420252026
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 18.3x which is lower than its 3-year average PE of 72.7x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.7x.
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 10% 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 Market0.90%
Consumer Discretionary0.13%
Consumer Services-1.97%
Education Services-1.06%
Specialized Consumer Services-3.60%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 100x.
    • Analysts are expecting annual earnings growth of 16.5%, which is lower than the prior year's growth of 21.4% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 37.0x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 16% over the next 5 years.
  • However this is lower than its past earnings growth rate of 21% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 13% 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
UTI Universal Technical InstituteUS$34.8811.8%
+US$202.5m		21.8%PE35.7x
LINC Lincoln Educational ServicesUS$34.6816.2%
+US$152.9m		89.6%PE54.8x
DAO YoudaoUS$10.2111.2%
+US$123.2m		6.4%PE78.1x
COUR CourseraUS$6.5811.0%
+US$111.1m		-18.8%PS1.5x
SCI Service Corporation InternationalUS$80.750.8%
+US$84.9m		-0.1%PE20.7x

Latest News

GHC
US$1,051.25
Graham Holdings
7D
-3.0%
1Y
8.1%
HRB
US$30.52
H&R Block
7D
-3.7%
1Y
-43.2%
ADT
US$7.95
ADT
7D
1.1%
1Y
5.6%
MH
US$13.14
McGraw Hill
7D
-3.2%
1Y
n/a
UDMY
US$5.13
Udemy
7D
7.3%
1Y
-47.4%
LINC
US$34.68
Lincoln Educational Services
7D
16.2%
1Y
89.6%
SCI
US$80.75
Service Corporation International
7D
0.8%
1Y
-0.1%
BFAM
US$72.24
Bright Horizons Family Solutions
7D
1.9%
1Y
-43.8%

BFAM: Corporate Childcare Demand Will Support Future Upside Despite Muted Guidance

Analysts have trimmed their price targets on Bright Horizons Family Solutions, with our fair value estimate moving from about $127.33 to $97.11. This reflects more muted guidance and updated assumptions for growth, margins, discount rate, and future P/E, even as corporate-sponsored childcare remains a focus in recent research.
LAUR
US$33.86
Laureate Education
7D
-3.5%
1Y
71.9%
DAO
US$10.21
Youdao
7D
11.2%
1Y
6.4%

DAO: Citi Upgrade And Completed Buyback Will Support Higher Future Earnings Multiple

Narrative Update: Youdao Analyst Price Target Shift Analysts have nudged their fair value estimate for Youdao to $11.75 from $11.59, reflecting updated views on revenue growth, profit margin, and future P/E assumptions following recent research such as the upgrade highlighted by Citi. Analyst Commentary Recent research behind the fair value adjustment to US$11.75 points to a mix of optimism about Youdao’s execution potential and caution around how consistently that potential can translate into earnings and valuation support.
COUR
US$6.58
Coursera
7D
11.0%
1Y
-18.8%

COUR: Reset Expectations Will Support Long-Term Earnings Power And Margin Expansion

The analyst price target for Coursera has been reduced by about $1.18, as analysts reflect updated assumptions around fair value, discount rates, growth, margins, and a lower future P/E multiple following a series of recent target cuts across major firms. Analyst Commentary Recent Street research shows a cluster of price target cuts on Coursera, including reductions of $2 to $3 from JPMorgan, Goldman Sachs and several other firms.
LOPE
US$156.90
Grand Canyon Education
7D
-6.5%
1Y
-12.5%
DRVN
US$11.60
Driven Brands Holdings
7D
-32.1%
1Y
-29.1%

DRVN: Updated 2025 Guidance And P/E Framework Will Support Future Upside

Analysts have adjusted their price target on Driven Brands Holdings, citing updated views on discount rate assumptions and future P/E. This has resulted in a revised target of $20.92 that reflects recent Street research shifts in valuation inputs.
EDU
US$56.92
New Oriental Education & Technology Group
7D
-4.5%
1Y
20.4%

EDU: Elevated Expectations Around New Offerings Will Expose Execution Risks

Analysts have raised their price target for New Oriental Education & Technology Group to $51.33 from $38.90, citing updated assumptions around revenue growth, profit margins and future P/E that they say are now more in line with recent Street research from major banks. Analyst Commentary Recent Street research highlights a mix of optimism and caution around New Oriental Education & Technology Group, with some analysts focusing on upside scenarios while others flag execution and valuation risks at the updated US$51.33 price target.
FTDR
US$56.30
Frontdoor
7D
-1.5%
1Y
-1.5%

FTDR: Higher Assumed Future P/E Will Pressure Prospective Shareholder Returns

Analysts have nudged their price target on Frontdoor higher to $50.00, reflecting slightly adjusted assumptions around discount rate, revenue growth, profit margin, and a higher expected future P/E multiple. Valuation Changes Fair Value: Maintained at $50.00 per share, with no change to the central valuation estimate.
UTI
US$34.88
Universal Technical Institute
7D
11.8%
1Y
21.8%