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U.S. Consumer Services Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies89
  • 7D-1.6%
  • 3M-3.8%
  • 1Y-28.9%
  • YTD-9.2%

Over the last 7 days, the Consumer Services industry has dropped 1.6%, driven by Service Corporation International declining 5.5%. In contrast, Duolingo has gained 11%. Overall the industry is down 29% in 12 months. 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, 02 Jun 2026US$88.6bUS$56.6bUS$5.5b16x16.2x1.6x
Thu, 30 Apr 2026US$96.9bUS$59.0bUS$5.5b16.7x17.6x1.6x
Sat, 28 Mar 2026US$96.3bUS$58.5bUS$5.2b18.2x18.4x1.6x
Mon, 23 Feb 2026US$96.8bUS$58.3bUS$5.7b17x16.9x1.7x
Wed, 21 Jan 2026US$102.0bUS$57.9bUS$5.5b16.9x18.5x1.8x
Fri, 19 Dec 2025US$102.4bUS$57.9bUS$5.5b16.6x18.5x1.8x
Sun, 16 Nov 2025US$107.1bUS$60.4bUS$4.1b16x26.3x1.8x
Tue, 14 Oct 2025US$118.2bUS$57.3bUS$4.7b16.9x25.4x2.1x
Thu, 11 Sep 2025US$109.5bUS$52.0bUS$5.0b19.2x22x2.1x
Sat, 09 Aug 2025US$109.3bUS$51.4bUS$3.7b18.7x29.6x2.1x
Mon, 07 Jul 2025US$110.2bUS$50.6bUS$2.9b19.6x38.3x2.2x
Wed, 04 Jun 2025US$117.2bUS$50.6bUS$2.9b19.9x40.9x2.3x
Fri, 02 May 2025US$104.0bUS$48.6bUS$2.8b19.9x36.7x2.1x
Sun, 30 Mar 2025US$103.3bUS$48.1bUS$2.9b18.5x35.7x2.1x
Tue, 25 Feb 2025US$110.4bUS$48.4bUS$1.9b19.9x59.2x2.3x
Thu, 23 Jan 2025US$102.6bUS$47.7bUS$1.6b20.1x64.1x2.2x
Sat, 21 Dec 2024US$101.3bUS$47.7bUS$1.6b19.7x63.4x2.1x
Mon, 18 Nov 2024US$99.8bUS$47.6bUS$1.7b18.7x59x2.1x
Wed, 16 Oct 2024US$97.2bUS$46.5bUS$1.4b20.5x68.4x2.1x
Fri, 13 Sep 2024US$88.0bUS$43.9bUS$1.4b19.7x62.3x2x
Sun, 11 Aug 2024US$90.3bUS$46.4bUS$1.4b19.7x62.7x1.9x
Tue, 09 Jul 2024US$91.1bUS$46.0bUS$1.8b19.7x51.6x2x
Thu, 06 Jun 2024US$91.9bUS$46.4bUS$1.8b22.3x51.6x2x
Sat, 04 May 2024US$93.5bUS$43.7bUS$1.6b19.8x57.3x2.1x
Mon, 01 Apr 2024US$94.9bUS$42.5bUS$1.1b19.6x85.5x2.2x
Wed, 28 Feb 2024US$97.0bUS$44.1bUS$1.1b19.5x88.8x2.2x
Fri, 26 Jan 2024US$108.7bUS$48.0bUS$1.0b22.2x104.9x2.3x
Sun, 24 Dec 2023US$111.0bUS$47.6bUS$958.2m21.8x115.8x2.3x
Tue, 21 Nov 2023US$102.0bUS$47.2bUS$829.5m20.7x122.9x2.2x
Thu, 19 Oct 2023US$93.9bUS$44.6bUS$616.8m18.3x152.3x2.1x
Sat, 16 Sep 2023US$93.8bUS$44.6bUS$631.9m19x148.5x2.1x
Mon, 14 Aug 2023US$93.8bUS$44.2bUS$638.5m18.5x146.9x2.1x
Wed, 12 Jul 2023US$91.7bUS$43.1bUS$231.2m23.7x396.4x2.1x
Fri, 09 Jun 2023US$88.8bUS$42.9bUS$328.5m23.8x270.4x2.1x
Price to Earnings Ratio

270.4x


Total Market Cap: US$88.8bTotal Earnings: US$328.5mTotal Revenue: US$42.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 75x202420252026
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 16.2x which is lower than its 3-year average PE of 75.2x.
  • 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 Market1.58%
Consumer Discretionary1.58%
Consumer Services-1.62%
Education Services-1.46%
Specialized Consumer Services-1.93%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 112x.
    • Analysts are expecting annual earnings growth of 14.9%, 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 34.2x.
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 8.6% 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
DUOL DuolingoUS$117.9710.7%
+US$529.3m		-77.6%PE13x
LRN StrideUS$96.508.9%
+US$329.7m		-39.1%PE13.1x
LLYV.K Liberty Live HoldingsUS$100.922.7%
+US$245.7m		37.1%PS23.3x
TAL TAL Education GroupUS$10.063.0%
+US$176.5m		-0.7%PE11.5x
COUR CourseraUS$5.809.0%
+US$137.5m		-36.8%PS2.1x

Latest News

FTDR
US$60.45
Frontdoor
7D
-1.4%
1Y
7.0%
Narrative Update • May 29

FTDR: Housing Reset And 2026 Member Expansion Will Support Capital Returns

Analysts have maintained Frontdoor's fair value estimate at $82.00 and fine-tuned assumptions around the discount rate, revenue growth, profit margins, and future P/E. These adjustments reflect recent research that highlights improved operating momentum, a higher $67 price target from Goldman Sachs, and a constructive view on housing from Benchmark.
HRB
US$39.57
H&R Block
7D
1.7%
1Y
-32.3%
PRDO
US$32.86
Perdoceo Education
7D
-3.3%
1Y
-3.6%
DUOL
US$117.97
Duolingo
7D
10.7%
1Y
-77.6%
BFAM
US$65.51
Bright Horizons Family Solutions
7D
-3.3%
1Y
-48.9%
Narrative Update • May 25

BFAM: Reaffirmed Guidance And Ongoing Buybacks Will Support Future Upside

Narrative update on Bright Horizons Family Solutions The updated analyst price target for Bright Horizons Family Solutions moves lower by about $4.50, with analysts pointing to more conservative assumptions on revenue growth and future P/E multiples, partly offset by slightly stronger profit margin expectations. Analyst Commentary Recent Street research on Bright Horizons Family Solutions has centered on adjustments to price targets, with several large firms, including JPMorgan and Goldman Sachs, updating their models.
DAO
US$12.23
Youdao
7D
-5.6%
1Y
37.3%
ADT
US$6.74
ADT
7D
-3.3%
1Y
-21.2%
TAL
US$10.06
TAL Education Group
7D
3.0%
1Y
-0.7%
Seeking Alpha • May 23

TAL: Sit On The Fence Amid Uncertainty

Summary TAL Education faces structural headwinds from Chinese education reforms, with future revenue growth likely to slow as exam difficulty and academic stigma decline. Despite strong recent growth and a robust cash position, TAL trades at a premium that does not reflect mounting uncertainty and maturing industry fundamentals. Management’s disciplined cost control, investments in revenue growth and buyback program support near-term value, but the growth is already declining and interest income is set to shrink. My current stance is neutral: maintain existing positions, monitor for a correction, and consider adding only if the market prices in future risks. Read the full article on Seeking Alpha
LOPE
US$152.40
Grand Canyon Education
7D
-2.7%
1Y
-24.1%
COUR
US$5.80
Coursera
7D
9.0%
1Y
-36.8%
Narrative Update • May 21

COUR: Share Repurchase Plan Will Support Reset Expectations And Future Upside Potential

Analysts have reset Coursera's fair value estimate from $15.00 to $10.00, reflecting updated assumptions for slower revenue growth, lower profit margins, a higher discount rate, and a higher future P/E multiple following recent broad price target cuts across the Street. Analyst Commentary Recent Street research on Coursera clusters around lower price targets, but the tone is not uniformly negative.
MH
US$12.69
McGraw Hill
7D
5.5%
1Y
n/a
CVSA
US$122.07
Covista
7D
-2.5%
1Y
-8.4%
LRN
US$96.50
Stride
7D
8.9%
1Y
-39.1%
Narrative Update • May 19

LRN: Revised 2026 Guidance And Spending Will Support Higher Future Earnings Multiple

Analysts have lifted their price target on Stride from $112.00 to $113.50, reflecting updated assumptions around slightly higher revenue growth, a modestly lower profit margin, and a small adjustment to the P/E multiple and discount rate. What's in the News Stride issued earnings guidance for the fourth quarter of 2026, indicating profitability is expected to be lower than in the third quarter as the company increases marketing and other spending ahead of the upcoming school year (company guidance).
SCI
US$73.13
Service Corporation International
7D
-5.5%
1Y
-6.1%
Seeking Alpha • May 18

Service Corporation International: Still A 'Buy' For Long-Term Stability

Summary Service Corporation International remains a stable, cash-generating leader in the fragmented death care industry, operating 1,487 funeral homes and 503 cemeteries. I reaffirm SCI as a "Buy" due to attractive valuation, consistent shareholder returns, and resilience amid challenging economic conditions. SCI's 2026 projections show rising revenue, net profits, and operating cash flow, with net leverage and capital returns well managed. Share buybacks and increasing dividends have reduced share count by 8.2% since 2023, enhancing long-term shareholder value. Read the full article on Seeking Alpha
EDU
US$47.08
New Oriental Education & Technology Group
7D
1.4%
1Y
3.2%
Narrative Update • May 17

EDU: Lower Discount Rate And Buybacks Will Support Higher Earnings Multiple

Analysts have increased their price target on New Oriental Education & Technology Group by $1.90, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, which slightly adjust their longer term outlook for the stock. Analyst Commentary Recent research around the US$1.90 price target adjustment focuses less on short term trading and more on how updated assumptions for discount rate, revenue growth, profit margins, and future P/E feed into a refreshed valuation framework for New Oriental Education & Technology Group.
LLYV.K
US$100.92
Liberty Live Holdings
7D
2.7%
1Y
37.1%