Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Consumer Services Industry Analysis

UpdatedJun 06, 2026
DataAggregated Company Financials
Companies89
  • 7D0.9%
  • 3M-1.7%
  • 1Y-27.0%
  • YTD-8.5%

Last week, the Consumer Services industry hasn't moved much but Universal Technical Institute is up 16% in that time. Unfortunately though, the industry is down 27% over the past 12 months. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 06 Jun 2026US$89.7bUS$56.6bUS$5.5b16.4x16.4x1.6x
Mon, 04 May 2026US$97.2bUS$59.1bUS$5.5b16.5x17.6x1.6x
Wed, 01 Apr 2026US$94.5bUS$58.5bUS$5.2b18.2x18.1x1.6x
Fri, 27 Feb 2026US$95.9bUS$58.4bUS$5.3b18x18.1x1.6x
Sun, 25 Jan 2026US$102.9bUS$57.9bUS$5.5b17.3x18.7x1.8x
Tue, 23 Dec 2025US$102.4bUS$57.9bUS$5.5b16.8x18.6x1.8x
Thu, 20 Nov 2025US$104.6bUS$60.4bUS$4.1b15.8x25.7x1.7x
Sat, 18 Oct 2025US$120.3bUS$57.3bUS$4.7b17.5x25.8x2.1x
Mon, 15 Sep 2025US$112.2bUS$52.0bUS$5.0b18.9x22.5x2.2x
Wed, 13 Aug 2025US$107.2bUS$52.2bUS$4.8b17.2x22.3x2.1x
Fri, 11 Jul 2025US$109.6bUS$50.6bUS$2.9b19.1x38.2x2.2x
Sun, 08 Jun 2025US$116.1bUS$50.6bUS$2.9b19.9x40.4x2.3x
Tue, 06 May 2025US$112.7bUS$50.4bUS$2.8b19.5x40.5x2.2x
Thu, 03 Apr 2025US$104.8bUS$48.1bUS$2.9b19.1x36.2x2.2x
Sat, 01 Mar 2025US$108.4bUS$48.3bUS$2.9b18.5x37x2.2x
Mon, 27 Jan 2025US$103.9bUS$47.9bUS$1.6b21.3x63x2.2x
Wed, 25 Dec 2024US$102.8bUS$47.7bUS$1.6b19.3x64.4x2.2x
Fri, 22 Nov 2024US$101.9bUS$47.6bUS$1.7b19x59.7x2.1x
Sun, 20 Oct 2024US$97.3bUS$46.5bUS$1.4b20x67.5x2.1x
Tue, 17 Sep 2024US$89.6bUS$43.9bUS$1.4b20.1x66.2x2x
Thu, 15 Aug 2024US$90.9bUS$46.4bUS$1.4b20.3x63.1x2x
Sat, 13 Jul 2024US$91.4bUS$46.1bUS$1.8b19.9x51.7x2x
Mon, 10 Jun 2024US$91.0bUS$46.4bUS$1.8b20.2x50.9x2x
Wed, 08 May 2024US$96.5bUS$43.7bUS$1.6b20.3x58.7x2.2x
Fri, 05 Apr 2024US$93.6bUS$42.5bUS$1.1b19.6x84.4x2.2x
Sun, 03 Mar 2024US$100.2bUS$42.7bUS$1.0b19.4x96.1x2.3x
Tue, 30 Jan 2024US$110.7bUS$48.0bUS$1.0b21.3x106.8x2.3x
Thu, 28 Dec 2023US$111.5bUS$47.6bUS$958.8m21.8x116.3x2.3x
Sat, 25 Nov 2023US$105.6bUS$47.6bUS$929.4m20.8x113.6x2.2x
Mon, 23 Oct 2023US$92.2bUS$44.6bUS$616.0m17.9x149.7x2.1x
Wed, 20 Sep 2023US$92.9bUS$44.6bUS$667.8m18.6x139.1x2.1x
Fri, 18 Aug 2023US$91.2bUS$44.2bUS$657.0m18.7x138.8x2.1x
Sun, 16 Jul 2023US$91.6bUS$43.1bUS$230.3m23.1x398x2.1x
Tue, 13 Jun 2023US$88.5bUS$42.9bUS$329.9m23.5x268.2x2.1x
Price to Earnings Ratio

268.2x


Total Market Cap: US$88.5bTotal Earnings: US$329.9mTotal Revenue: US$42.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 74.2x202420252026
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 16.4x which is lower than its 3-year average PE of 74.2x.
  • The 3-year average PS ratio of 2.1x 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 155% per year over the last three years.
  • Revenues for these companies have grown 9.7% 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 Market-2.90%
Consumer Discretionary-6.39%
Consumer Services0.88%
Education Services2.64%
Specialized Consumer Services-2.72%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 113x.
    • Analysts are expecting annual earnings growth of 15.1%, 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 34.0x.
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 8.5% 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$43.5716.5%
+US$339.2m		23.2%PE56.2x
LRN StrideUS$100.018.3%
+US$319.7m		-31.2%PE13.6x
CVSA CovistaUS$126.657.5%
+US$301.2m		-1.2%PE17.3x
LAUR Laureate EducationUS$33.825.7%
+US$256.2m		51.6%PE16.9x
JDZG JIADEUS$50.004.2%
+US$183.7m		-91.5%PS71.5x

Latest News

DUOL
US$109.03
Duolingo
7D
-2.1%
1Y
-78.7%
Seeking Alpha • 12h

Duolingo: I Was Wrong (Double Downgrade)

Summary I am downgrading Duolingo to a “sell” as its user growth and monetization strategy has failed to deliver, with AI intensifying competitive pressures. DAU and paid subscriber growth rates have decelerated for five consecutive quarters, and management’s content expansion and improving teaching quality have not reversed this trend. Gross and Adjusted EBITDA margins are projected to compress in FY26, with consensus estimates showing no near-term rebound in revenue or earnings. Despite an 80% drawdown, risk-reward remains unattractive as Wall Street price targets suggest further downside. Read the full article on Seeking Alpha
GOTU
US$1.58
Gaotu Techedu
7D
-11.2%
1Y
-60.4%
Seeking Alpha • 23h

Gaotu Techedu: Revenue Outperformance Is Overshadowed By Earnings Miss (Rating Downgrade)

Summary I lower my rating for Gaotu Techedu Inc. from 'Buy' to 'Hold' after analyzing its results and outlook. GOTU's 1Q2026 performance was mixed as evidenced by the sales beat and a below-consensus bottom-line. The company's Q2 revenue guidance implies growth acceleration, but falls short of the sell-side's estimate; a desire to remain profitable will cap near-term topline expansion, justifying a Neutral stance. Read the full article on Seeking Alpha
LAUR
US$33.82
Laureate Education
7D
5.7%
1Y
51.6%
Narrative Update • Jun 05

LAUR: Index Additions Will Support Future Share Price Upside

Analysts have nudged their price target on Laureate Education slightly lower to $40.25 from $40.33, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E that are still broadly consistent with prior expectations. What's in the News Laureate Education issued earnings guidance for the second quarter of 2026, projecting revenue in a range of US$597 million to US$601 million.
UTI
US$43.57
Universal Technical Institute
7D
16.5%
1Y
23.2%
FTDR
US$63.64
Frontdoor
7D
2.5%
1Y
9.8%
CVSA
US$126.65
Covista
7D
7.5%
1Y
-1.2%
Seeking Alpha • Jun 03

Covista: Healthcare Education Growth At A Fair Price

Summary Covista (CVSA) is rated Hold, reflecting strong healthcare education positioning but a valuation that prices in much of its growth story. CVSA's enrollment growth, AI-enabled offerings, and robust cash flow support its strategic pivot, yet it trades near peer medians on key valuation multiples. Regulatory risks tied to Title IV funding and ongoing lawsuits warrant a risk premium, tempering the case for aggressive buying at current levels. Peers like PRDO offer lower multiples and stronger cash conversion, while LOPE commands a premium for a cleaner balance sheet and superior cash generation. Read the full article on Seeking Alpha
SCI
US$69.68
Service Corporation International
7D
-7.3%
1Y
-12.1%
Narrative Update • Jun 03

SCI: Governance Updates And Dividend Commitments Will Support Future Upside

Analysts have reduced their price target on Service Corporation International by $2 to reflect updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Recent commentary highlighted sluggish trends in Service Corporation International’s funeral services business, pointing to slower than expected customer adoption of its solutions and raising questions about the pace of its core operating performance.
LRN
US$100.01
Stride
7D
8.3%
1Y
-31.2%
Narrative Update • Jun 03

LRN: Increased 2026 Marketing Spend Will Support Higher Future Earnings Multiple

Analysts have kept their price target for Stride steady at $113.50. This reflects largely unchanged assumptions around fair value, revenue growth, profit margins, and future P/E, with only minor tweaks to the discount rate input.
TAL
US$9.56
TAL Education Group
7D
-1.5%
1Y
-10.0%
Narrative Update • Jun 02

TAL: Share Repurchases Will Support Future Upside Potential

Analysts have maintained their price target for TAL Education Group at $18.67, indicating that their assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E remain relatively unchanged in their latest models. What's in the News TAL Education Group completed a share repurchase tranche covering the period from July 28, 2025 to April 22, 2026.
JDZG
US$50.00
JIADE
7D
4.2%
1Y
-91.5%
DRVN
US$13.00
Driven Brands Holdings
7D
-6.1%
1Y
-29.2%
CSV
US$37.53
Carriage Services
7D
-8.9%
1Y
-16.7%
HRB
US$38.09
H&R Block
7D
-1.0%
1Y
-34.6%
PRDO
US$34.27
Perdoceo Education
7D
5.8%
1Y
3.8%
GHC
US$1,132.53
Graham Holdings
7D
3.2%
1Y
17.9%
LLYV.K
US$93.35
Liberty Live Holdings
7D
-5.8%
1Y
20.2%