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U.S. Consumer Services Industry Analysis

UpdatedJun 30, 2026
DataAggregated Company Financials
Companies90
  • 7D1.9%
  • 3M-1.9%
  • 1Y-23.5%
  • YTD-6.6%

The Consumer Services industry is up 1.9% in the last week, with Liberty Live Holdings up 8.5%. In the same time, Duolingo was down 8.8%. In the past year, the industry is down 23%. 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
Tue, 30 Jun 2026US$91.2bUS$56.7bUS$5.4b16.3x16.9x1.6x
Thu, 28 May 2026US$89.9bUS$56.6bUS$5.5b16.4x16.4x1.6x
Sat, 25 Apr 2026US$95.8bUS$58.9bUS$5.5b16.5x17.3x1.6x
Mon, 23 Mar 2026US$92.8bUS$58.5bUS$5.2b16.9x17.7x1.6x
Wed, 18 Feb 2026US$96.5bUS$58.1bUS$5.6b18.4x17.1x1.7x
Fri, 16 Jan 2026US$102.9bUS$57.9bUS$5.5b17x18.7x1.8x
Sun, 14 Dec 2025US$102.2bUS$58.1bUS$5.4b16.7x18.9x1.8x
Tue, 11 Nov 2025US$106.9bUS$57.9bUS$4.1b15.9x26.2x1.8x
Thu, 09 Oct 2025US$121.4bUS$57.2bUS$4.7b17x26x2.1x
Sat, 06 Sep 2025US$108.3bUS$52.0bUS$5.0b20.2x21.7x2.1x
Mon, 04 Aug 2025US$104.2bUS$51.2bUS$3.0b18.1x34.3x2x
Wed, 02 Jul 2025US$112.5bUS$50.6bUS$2.9b20.8x39.1x2.2x
Fri, 30 May 2025US$116.5bUS$50.6bUS$2.9b20.4x40.7x2.3x
Sun, 27 Apr 2025US$103.0bUS$48.4bUS$2.8b19.1x36.3x2.1x
Tue, 25 Mar 2025US$102.2bUS$48.3bUS$2.9b18.2x35.3x2.1x
Thu, 20 Feb 2025US$115.4bUS$48.3bUS$1.8b20.8x64.6x2.4x
Sat, 18 Jan 2025US$104.2bUS$47.5bUS$1.6b21.7x65.2x2.2x
Mon, 16 Dec 2024US$104.1bUS$47.6bUS$1.6b19.3x65.5x2.2x
Wed, 13 Nov 2024US$105.1bUS$47.6bUS$1.9b18.8x56.1x2.2x
Fri, 11 Oct 2024US$99.1bUS$46.5bUS$1.4b18.2x69.5x2.1x
Sun, 08 Sep 2024US$88.6bUS$46.8bUS$1.5b20.6x60.3x1.9x
Tue, 06 Aug 2024US$87.8bUS$47.2bUS$1.6b20.2x53.6x1.9x
Thu, 04 Jul 2024US$92.0bUS$46.0bUS$1.8b19.7x52.1x2x
Sat, 01 Jun 2024US$94.2bUS$46.4bUS$1.8b21.9x52.9x2x
Mon, 29 Apr 2024US$93.8bUS$43.3bUS$1.5b19.7x62.6x2.2x
Wed, 27 Mar 2024US$94.9bUS$42.7bUS$1.1b19.3x89.3x2.2x
Fri, 23 Feb 2024US$94.6bUS$43.9bUS$1.1b23.2x89.4x2.2x
Sun, 21 Jan 2024US$107.4bUS$47.5bUS$963.7m22.8x111.4x2.3x
Tue, 19 Dec 2023US$110.6bUS$47.6bUS$963.3m21.5x114.8x2.3x
Thu, 16 Nov 2023US$102.2bUS$47.2bUS$780.5m20.9x131x2.2x
Sat, 14 Oct 2023US$92.8bUS$44.6bUS$616.0m18.1x150.7x2.1x
Mon, 11 Sep 2023US$92.8bUS$44.5bUS$634.3m18.8x146.2x2.1x
Wed, 09 Aug 2023US$93.7bUS$44.1bUS$640.0m20.6x146.4x2.1x
Fri, 07 Jul 2023US$88.0bUS$43.1bUS$231.1m23.4x381x2x
Price to Earnings Ratio

381x


Total Market Cap: US$88.0bTotal Earnings: US$231.1mTotal Revenue: US$43.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 68x202420252026
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 16.9x which is lower than its 3-year average PE of 68.0x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.6x.
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 9.6% 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 Market0.31%
Consumer Discretionary1.45%
Consumer Services1.86%
Specialized Consumer Services3.42%
Education Services1.10%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 118x.
    • Analysts are expecting annual earnings growth of 15.0%, 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 33.2x.
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 8.8% 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
LLYV.K Liberty Live HoldingsUS$106.018.5%
+US$765.0m		31.9%PS24.5x
HRB H&R BlockUS$38.2212.3%
+US$529.9m		-30.4%PE6.6x
SCI Service Corporation InternationalUS$76.544.6%
+US$466.3m		-6.0%PE19.7x
BFAM Bright Horizons Family SolutionsUS$70.8910.7%
+US$361.4m		-42.6%PE19.7x
DRVN Driven Brands HoldingsUS$13.9713.9%
+US$280.4m		-20.4%PE16.3x

Latest News

FTDR
US$76.03
Frontdoor
7D
3.9%
1Y
29.0%
Seeking Alpha • 4h

Frontdoor's Business Is Still Strong, But Competition Is Heating Up (Rating Downgrade)

Summary Integration of 2-10 and expansion with SkySlope have enhanced Frontdoor's real estate channel, supporting attach rate and organic growth despite macro headwinds. Frontdoor's pricing power, high retention, and non-warranty upsell growth drive a projected 5% revenue CAGR and improved EBITDA margin targets. Competitive threats, notably from Assurant, warrant caution; with shares at all-time highs and no near-term catalysts, I would wait for a better entry. Read the full article on Seeking Alpha
CVSA
US$123.85
Covista
7D
3.8%
1Y
-2.7%
SCI
US$76.54
Service Corporation International
7D
4.6%
1Y
-6.0%
DUOL
US$116.03
Duolingo
7D
-8.8%
1Y
-71.7%
BFAM
US$70.89
Bright Horizons Family Solutions
7D
10.7%
1Y
-42.6%
LAUR
US$36.36
Laureate Education
7D
-2.2%
1Y
55.5%
YSXT
US$1.05
YSX Tech
7D
-19.2%
1Y
-80.7%
HRB
US$38.22
H&R Block
7D
12.3%
1Y
-30.4%
LOPE
US$141.75
Grand Canyon Education
7D
-1.0%
1Y
-25.1%
WW
US$16.40
WW International
7D
-10.9%
1Y
-45.7%
Narrative Update • Jun 26

WW: Expanded Clinical Partnerships Will Drive Future Member And Earnings Strength

Analysts have trimmed their price target on WW International to $28.33 from $47.33, citing updated assumptions that include a higher discount rate, a slightly lower expected revenue growth decline, a modestly reduced profit margin outlook, and a lower future P/E multiple. What’s in the News for WW International WW International expanded its partnership with UK-based CheqUp into a two-way integration, allowing Weight Watchers members in the UK to access CheqUp medical weight loss consultations directly from the Weight Watchers website, while CheqUp members continue to receive access to the Weight Watchers app, Core+ program, and GLP-1 Companion Programme.
PRDO
US$32.19
Perdoceo Education
7D
-1.9%
1Y
-1.5%
Narrative Update • Jun 25

PRDO: 2026 Earnings Outlook And Share Repurchases Will Support Future Upside

Analysts have raised their price target on Perdoceo Education by $2 to $44, citing updated assumptions on the discount rate and future P/E, while keeping fair value, margin, and revenue inputs essentially unchanged. What’s in the News for Perdoceo Education Perdoceo Education reports that from January 1, 2026 to January 2, 2026, it repurchased 0 shares for US$0 under the existing authorization.
ADT
US$6.50
ADT
7D
-1.4%
1Y
-23.3%
Narrative Update • Jun 25

ADT: Connected Home Standards Role Will Drive Future Repricing Potential

Analysts have increased their price target on ADT by $0.50 to reflect updated assumptions on discount rates and future P/E, citing recent research that reassesses the stock's risk and valuation profile. What’s in the News for ADT ADT launched ADT Blu, a self-installed home security system that customers can set up in minutes and manage through the ADT+ app, with options for modular expansion and either 24/7 professional monitoring or self-monitoring.
SUPX
US$7.60
SuperX AI Technology
7D
-4.4%
1Y
-24.7%
DRVN
US$13.97
Driven Brands Holdings
7D
13.9%
1Y
-20.4%
Narrative Update • Jun 22

DRVN: Activist Sale Pressure And Accounting Cleanup Will Drive Future Repricing

Driven Brands Holdings' updated fair value estimate has edged down from $17.14 to $17.01, reflecting a series of analyst price target cuts of up to $4, alongside concerns about accounting restatements, softer traffic in certain customer cohorts, and headwinds in glass and electric vehicle exposed businesses, even as Q4 and Q1 results and completed restatements have kept some firms constructive on the stock. Analyst Commentary Recent research on Driven Brands Holdings splits into two broad camps, with bullish analysts pointing to cleaner financials and a still-attractive growth story, while bearish analysts focus on valuation risks tied to accounting issues, soft spots in demand and business mix challenges.
LRN
US$86.35
Stride
7D
4.9%
1Y
-40.5%
Narrative Update • Jun 18

LRN: Contract Loss And 2026 Spend Will Test Enrollment Resilience

Analysts have held their average price target on Stride steady at $113.50, citing the loss of a major Texas district contract and the expected enrollment headwind, but also pointing to past instances where the company managed similar disruptions relatively well. Analyst Commentary Recent research on Stride reflects a split view, with some analysts focusing on the immediate contract and enrollment risks while others see the share price reaction as more severe than the underlying fundamentals warrant.
LLYV.K
US$106.01
Liberty Live Holdings
7D
8.5%
1Y
31.9%