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U.S. Consumer Services Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies88
  • 7D1.5%
  • 3M1.3%
  • 1Y-23.8%
  • YTD-6.1%

Over the last 7 days, the Consumer Services industry has risen 3.1%, driven by gains from Liberty Live Holdings of 11%. In the past year, the industry is down 23%. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Jun 2026US$91.4bUS$56.6bUS$5.5b16.7x16.8x1.6x
Sun, 10 May 2026US$95.8bUS$58.9bUS$5.6b17x17.2x1.6x
Tue, 07 Apr 2026US$96.6bUS$58.5bUS$5.2b18.2x18.5x1.7x
Thu, 05 Mar 2026US$95.9bUS$58.4bUS$5.3b17.6x18.2x1.6x
Sat, 31 Jan 2026US$102.1bUS$58.3bUS$5.6b16.2x18.1x1.7x
Mon, 29 Dec 2025US$102.8bUS$57.9bUS$5.5b16.9x18.6x1.8x
Wed, 26 Nov 2025US$102.7bUS$60.3bUS$4.1b15.7x25.1x1.7x
Fri, 24 Oct 2025US$124.2bUS$57.3bUS$4.7b19.3x26.6x2.2x
Sun, 21 Sep 2025US$117.1bUS$53.8bUS$4.9b19.8x24x2.2x
Tue, 19 Aug 2025US$109.3bUS$52.2bUS$4.8b19.7x22.7x2.1x
Thu, 17 Jul 2025US$107.6bUS$50.6bUS$2.9b19.3x37.4x2.1x
Sat, 14 Jun 2025US$113.5bUS$50.6bUS$2.9b19.3x39.4x2.2x
Mon, 12 May 2025US$115.5bUS$50.6bUS$2.8b18.9x40.7x2.3x
Wed, 09 Apr 2025US$96.3bUS$48.1bUS$2.9b17.4x33.3x2x
Fri, 07 Mar 2025US$104.8bUS$48.3bUS$2.9b19.4x35.8x2.2x
Sun, 02 Feb 2025US$108.3bUS$48.1bUS$1.7b19.4x63.2x2.3x
Tue, 31 Dec 2024US$102.3bUS$47.5bUS$1.6b19.6x64.1x2.2x
Thu, 28 Nov 2024US$106.7bUS$47.6bUS$1.6b19.8x65.1x2.2x
Sat, 26 Oct 2024US$97.2bUS$47.2bUS$1.6b19.8x60.6x2.1x
Mon, 23 Sep 2024US$93.0bUS$43.9bUS$1.3b20.6x68.9x2.1x
Wed, 21 Aug 2024US$92.5bUS$46.5bUS$1.5b20x63.5x2x
Fri, 19 Jul 2024US$93.3bUS$46.1bUS$1.8b20.7x52.8x2x
Sun, 16 Jun 2024US$90.0bUS$46.0bUS$1.8b19.2x50.7x2x
Tue, 14 May 2024US$95.7bUS$43.8bUS$1.7b20.2x55.7x2.2x
Thu, 11 Apr 2024US$94.8bUS$42.4bUS$1.2b19.4x80.8x2.2x
Sat, 09 Mar 2024US$95.5bUS$42.7bUS$1.1b18.6x88.2x2.2x
Mon, 05 Feb 2024US$108.8bUS$48.0bUS$1.1b20.4x100.7x2.3x
Wed, 03 Jan 2024US$109.3bUS$47.6bUS$957.2m21.2x114.2x2.3x
Fri, 01 Dec 2023US$106.7bUS$47.6bUS$960.5m20.8x111x2.2x
Sun, 29 Oct 2023US$91.3bUS$45.2bUS$792.4m18.2x115.2x2x
Tue, 26 Sep 2023US$91.0bUS$44.6bUS$666.6m18.2x136.6x2x
Thu, 24 Aug 2023US$93.1bUS$44.2bUS$642.2m18.7x144.9x2.1x
Sat, 22 Jul 2023US$92.3bUS$43.1bUS$231.8m23.8x398x2.1x
Mon, 19 Jun 2023US$89.5bUS$42.9bUS$309.3m23.2x289.5x2.1x
Price to Earnings Ratio

289.5x


Total Market Cap: US$89.5bTotal Earnings: US$309.3mTotal Revenue: US$42.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 72.8x202420252026
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 16.5x which is lower than its 3-year average PE of 72.8x.
  • 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 160% 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-2.36%
Consumer Discretionary-1.23%
Consumer Services1.52%
Specialized Consumer Services3.57%
Education Services0.59%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 115x.
    • Analysts are expecting annual earnings growth of 14.4%, 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 33.8x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 14% 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 8.4% 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$101.9411.4%
+US$957.8m		35.8%PS23.5x
DUOL DuolingoUS$123.8513.5%
+US$684.7m		-74.3%PE13.7x
LAUR Laureate EducationUS$37.9513.1%
+US$615.9m		72.1%PE19x
SCI Service Corporation InternationalUS$73.725.6%
+US$539.5m		-8.0%PE19x
FTDR FrontdoorUS$67.526.8%
+US$303.1m		18.6%PE18.3x

Latest News

FTDR
US$67.52
Frontdoor
7D
6.8%
1Y
18.6%
CVSA
US$131.89
Covista
7D
6.0%
1Y
10.0%
LRN
US$99.47
Stride
7D
-2.5%
1Y
-29.9%
BFAM
US$65.31
Bright Horizons Family Solutions
7D
6.1%
1Y
-48.0%
Narrative Update • Jun 08

BFAM: BlackRock Buying And Buybacks Will Support Future Upside

Analysts have reduced their price targets on Bright Horizons Family Solutions by $5 to $12, citing a somewhat higher discount rate and slightly adjusted P/E assumptions, while keeping fair value estimates largely unchanged. Analyst Commentary Recent commentary on Bright Horizons Family Solutions centers on revised price targets, with valuation tweaks coming mainly from a higher discount rate and modest changes to P/E assumptions rather than major shifts in fundamental views.
SCI
US$73.72
Service Corporation International
7D
5.6%
1Y
-8.0%
UTI
US$40.78
Universal Technical Institute
7D
-9.2%
1Y
23.5%
LINC
US$47.61
Lincoln Educational Services
7D
-5.9%
1Y
112.6%
TAL
US$9.34
TAL Education Group
7D
-3.9%
1Y
-12.9%
HRB
US$35.89
H&R Block
7D
-4.2%
1Y
-36.0%
Narrative Update • Jun 06

HRB: Future Tax Technology And Buybacks Will Shape Balanced Return Outlook

Analysts have adjusted their price target on H&R Block from $41.00 to $39.50, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E multiple in their models. What's in the News Recent coverage highlights that H&R Block shares moved up 26.1% over the past three months, with the stock outperforming its industry over that period, according to Zacks (source: Zacks, June 1, 2026).
DUOL
US$123.85
Duolingo
7D
13.5%
1Y
-74.3%
Seeking Alpha • Jun 05

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
COUR
US$5.33
Coursera
7D
-4.3%
1Y
-37.3%
Narrative Update • Jun 05

COUR: Margin Execution And Micro-Credential Adoption Will Support Long-Term Upside

Coursera's analyst price targets have been trimmed by up to $4, as analysts factor in slightly higher discount rates, modestly lower profit margin assumptions, and a lower future P/E multiple in their updated models. Analyst Commentary Recent Street research on Coursera reflects a more cautious tone on valuation, with several firms trimming price targets by US$1 to US$4 and one major bank resuming coverage at an Equal Weight rating.
LAUR
US$37.95
Laureate Education
7D
13.1%
1Y
72.1%
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.
EDU
US$45.20
New Oriental Education & Technology Group
7D
-2.3%
1Y
-5.1%
GHC
US$1,156.21
Graham Holdings
7D
3.6%
1Y
21.9%
LLYV.K
US$101.94
Liberty Live Holdings
7D
11.4%
1Y
35.8%
NTCL
US$0.40
NetClass Technology
7D
-81.0%
1Y
-81.6%