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U.S. Consumer Services Industry Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies99
  • 7D-0.006%
  • 3M-13.1%
  • 1Y-7.2%
  • YTD2.6%

The Consumer Services is pretty flat in the last 7 days, but TAL Education Group has stood out, gaining 5.5%. Unfortunately though, the industry is down 7.2% over the past 12 months. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 14 Jan 2026US$105.2bUS$57.9bUS$5.5b17x19x1.8x
Fri, 12 Dec 2025US$101.7bUS$58.4bUS$5.5b16.5x18.5x1.7x
Sun, 09 Nov 2025US$106.9bUS$57.9bUS$4.1b15.9x26.2x1.8x
Tue, 07 Oct 2025US$122.4bUS$56.3bUS$4.5b17.7x27x2.2x
Thu, 04 Sep 2025US$108.0bUS$52.0bUS$5.0b20.4x21.7x2.1x
Sat, 02 Aug 2025US$104.4bUS$51.2bUS$3.0b18.1x34.4x2x
Mon, 30 Jun 2025US$112.4bUS$50.6bUS$2.9b20.5x39.1x2.2x
Wed, 28 May 2025US$115.7bUS$50.6bUS$2.9b20x40.4x2.3x
Fri, 25 Apr 2025US$103.1bUS$48.1bUS$2.9b18.9x35.8x2.1x
Sun, 23 Mar 2025US$102.2bUS$48.3bUS$2.9b17.8x35.5x2.1x
Tue, 18 Feb 2025US$115.4bUS$48.3bUS$1.8b20.6x64.6x2.4x
Thu, 16 Jan 2025US$101.6bUS$47.5bUS$1.6b21.6x63.4x2.1x
Sat, 14 Dec 2024US$105.1bUS$47.6bUS$1.6b19.3x66.1x2.2x
Mon, 11 Nov 2024US$106.1bUS$47.6bUS$1.9b19.2x56.7x2.2x
Wed, 09 Oct 2024US$97.1bUS$44.0bUS$1.4b18.2x70.9x2.2x
Fri, 06 Sep 2024US$90.0bUS$46.7bUS$1.5b21x61.2x1.9x
Sun, 04 Aug 2024US$87.9bUS$47.1bUS$1.6b20.8x53.7x1.9x
Tue, 02 Jul 2024US$92.1bUS$46.0bUS$1.8b19.6x52x2x
Thu, 30 May 2024US$94.0bUS$46.4bUS$1.8b21.9x52.8x2x
Sat, 27 Apr 2024US$93.7bUS$43.3bUS$1.5b19.7x62.6x2.2x
Mon, 25 Mar 2024US$96.1bUS$42.7bUS$1.1b19.2x90.4x2.3x
Wed, 21 Feb 2024US$95.6bUS$43.9bUS$1.1b22.7x90.2x2.2x
Fri, 19 Jan 2024US$107.8bUS$47.5bUS$963.3m21.7x111.9x2.3x
Sun, 17 Dec 2023US$110.5bUS$47.6bUS$962.6m21.4x114.8x2.3x
Tue, 14 Nov 2023US$99.5bUS$45.6bUS$815.1m20.9x122.1x2.2x
Thu, 12 Oct 2023US$95.3bUS$44.6bUS$620.5m18.3x153.6x2.1x
Sat, 09 Sep 2023US$93.1bUS$44.5bUS$634.3m18.8x146.8x2.1x
Mon, 07 Aug 2023US$95.7bUS$44.1bUS$644.3m23x148.6x2.2x
Wed, 05 Jul 2023US$88.2bUS$42.8bUS$237.5m23.8x371.5x2.1x
Fri, 02 Jun 2023US$86.5bUS$42.8bUS$380.2m23.7x227.4x2x
Sun, 30 Apr 2023US$90.6bUS$43.0bUS$175.5m24.1x516x2.1x
Tue, 28 Mar 2023US$87.1bUS$43.3b-US$119,007,470.0022.6x-731.6x2x
Thu, 23 Feb 2023US$89.7bUS$41.2b-US$384,655,826.0019.2x-233.1x2.2x
Sat, 21 Jan 2023US$81.8bUS$41.0b-US$284,303,276.0020.4x-287.8x2x
Price to Earnings Ratio

-287.8x


Total Market Cap: US$81.8bTotal Earnings: -US$284,303,276.00Total Revenue: US$41.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 61.3x202420252026
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 19.0x which is lower than its 3-year average PE of 61.3x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.8x.
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 12% 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 Market0.24%
Consumer Discretionary1.71%
Consumer Services-0.0058%
Specialized Consumer Services0.50%
Education Services-0.25%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 96.5x.
    • Analysts are expecting annual earnings growth of 17.5%, which is lower than the prior year's growth of 27.3% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 38.8x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Education Services industry is expected to see its earnings grow by 18% 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
TAL TAL Education GroupUS$11.945.5%
+US$377.2m		24.0%PE42.5x
DAO YoudaoUS$12.7317.1%
+US$222.4m		92.9%PE74.7x
GHC Graham HoldingsUS$1.16k3.7%
+US$178.6m		30.2%PE6.9x
EDU New Oriental Education & Technology GroupUS$57.711.7%
+US$157.6m		-3.3%PE25x
FTDR FrontdoorUS$59.953.6%
+US$151.4m		6.3%PE16.5x

Latest News

PXED
US$31.71
Phoenix Education Partners
7D
-7.3%
1Y
n/a
OSW
US$21.01
OneSpaWorld Holdings
7D
-3.0%
1Y
11.6%
DUOL
US$165.80
Duolingo
7D
-7.3%
1Y
-46.9%
TAL
US$11.94
TAL Education Group
7D
5.5%
1Y
24.0%
MH
US$15.35
McGraw Hill
7D
3.5%
1Y
n/a
HRB
US$43.01
H&R Block
7D
-1.1%
1Y
-21.6%
AFYA
US$14.82
Afya
7D
-4.4%
1Y
-2.6%

AFYA: Share Repurchases And Guidance Will Offset Softer Sector Enthusiasm

Afya's analyst price target has been revised slightly lower, with recent cuts to US$18 and US$22 from prior targets of US$19 and US$24.50, as analysts factor in updated estimates for Brazil education peers and Afya's comparatively smaller benefit from the local easing cycle. Analyst Commentary Recent Street research on Afya has tilted more cautious, with price targets adjusted lower and one major bank stepping back from a more bullish stance.
DAO
US$12.73
Youdao
7D
17.1%
1Y
92.9%

DAO: Completed Buyback And Extension Will Support Further Share Upside Potential

Analysts have reaffirmed their price target on Youdao at US$16.30, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that they view as better reflecting the company’s current risk and earnings profile. What's in the News From July 1, 2025 to September 30, 2025, Youdao reported no share repurchases, with 0 shares bought back for US$0, while confirming that it has completed repurchasing 7,500,000 shares, or 6.19%, for US$33.8 million under the buyback first announced on November 17, 2022 (Key Developments).
COUR
US$6.55
Coursera
7D
-9.9%
1Y
-22.7%

COUR: AI Education Expansion And New Leadership Will Support Long-Term Earnings Power

Analysts have nudged their fair value estimate for Coursera slightly lower from US$11.64 to US$11.45, reflecting modest adjustments to assumptions around revenue growth, profit margins and future P/E multiples. What's in the News Coursera launched two Anthropic powered Specializations, Building with the Claude API and Real-World AI for Everyone, aimed at helping developers and professionals use Claude for workflows, writing, analysis, and communication while emphasizing safe and inclusive AI use (Key Developments).
BFAM
US$99.50
Bright Horizons Family Solutions
7D
-2.8%
1Y
-13.4%

BFAM: Share Repurchases And 2025 Outlook Will Support Further Upside Potential

Analysts have maintained their fair value estimate for Bright Horizons Family Solutions at about US$128.78, making only minor adjustments to assumptions such as the discount rate and future P/E. This reflects a largely unchanged view of the company’s long term outlook.
DRVN
US$15.56
Driven Brands Holdings
7D
4.0%
1Y
1.3%

DRVN: Narrowed 2025 Guidance And Peer Reset Will Support Future Upside

Analysts have nudged their price target on Driven Brands slightly lower to US$21 from US$22, citing trimmed comparable company valuations, even as recent results and narrowed FY25 guidance came in slightly ahead of expectations. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 results landing slightly ahead of Street expectations support the current earnings base used in valuation work.
EDU
US$57.71
New Oriental Education & Technology Group
7D
1.7%
1Y
-3.3%

EDU: Margin Expansion And Buybacks Will Support High Visibility Earnings Compounding

Analysts have raised their 12 month price target for New Oriental Education & Technology Group to about US$68 from around US$60, citing faster fiscal Q1 revenue growth, margin expansion, and what they view as strong visibility on the company compounding earnings. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher 12 month price target of about US$68 as a reflection of improved confidence in the company execution and earnings power.
FTDR
US$59.95
Frontdoor
7D
3.6%
1Y
6.3%

FTDR: Buybacks And New CFO Will Pressure Future Return Potential

Analysts have maintained their fair value estimate for Frontdoor at $50.00, with small tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E guiding the updated price target narrative. What's in the News Frontdoor reported that, from July 1, 2025 to October 31, 2025, it repurchased 1,295,702 shares, or 1.77% of shares, for $80.8 million, completing a total buyback of 4,859,524 shares, or 6.52%, for $256 million under the program announced on August 1, 2024 (company filing).
ATGE
US$114.56
Adtalem Global Education
7D
3.6%
1Y
19.7%
UDMY
US$5.12
Udemy
7D
-10.5%
1Y
-38.5%

UDMY: AI And Coursera Merger Will Drive Future Upside Potential

Analysts have modestly reduced their fair value estimate for Udemy to about $8.51 from roughly $9.20, tying the change to updated assumptions around revenue growth, profit margins, the discount rate, and a lower expected future P/E multiple. What's in the News Coursera entered into an Agreement and Plan of Merger to acquire Udemy in an all stock transaction valued at approximately US$1b, with Udemy shareholders set to receive 0.800 Coursera shares for each Udemy share and hold about 41% of the combined company once the deal closes, subject to regulatory and shareholder approvals (M&A Transaction Announcements).
GHC
US$1,155.49
Graham Holdings
7D
3.7%
1Y
30.2%