Narrative Update • Jun 06

Over the last 7 days, the Consumer Services industry has risen 1.5%, driven by gains from Liberty Live Holdings of 11%. In the past year, the industry is down 24%. Looking forward, earnings are forecast to grow by 12% annually.
Has the U.S. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | US$91.4b | US$56.6b | US$5.5b | 16.7x | 16.8x | 1.6x |
| Sun, 10 May 2026 | US$95.8b | US$58.9b | US$5.6b | 17x | 17.2x | 1.6x |
| Tue, 07 Apr 2026 | US$96.6b | US$58.5b | US$5.2b | 18.2x | 18.5x | 1.7x |
| Thu, 05 Mar 2026 | US$95.9b | US$58.4b | US$5.3b | 17.6x | 18.2x | 1.6x |
| Sat, 31 Jan 2026 | US$102.1b | US$58.3b | US$5.6b | 16.2x | 18.1x | 1.7x |
| Mon, 29 Dec 2025 | US$102.8b | US$57.9b | US$5.5b | 16.9x | 18.6x | 1.8x |
| Wed, 26 Nov 2025 | US$102.7b | US$60.3b | US$4.1b | 15.7x | 25.1x | 1.7x |
| Fri, 24 Oct 2025 | US$124.2b | US$57.3b | US$4.7b | 19.3x | 26.6x | 2.2x |
| Sun, 21 Sep 2025 | US$117.1b | US$53.8b | US$4.9b | 19.8x | 24x | 2.2x |
| Tue, 19 Aug 2025 | US$109.3b | US$52.2b | US$4.8b | 19.7x | 22.7x | 2.1x |
| Thu, 17 Jul 2025 | US$107.6b | US$50.6b | US$2.9b | 19.3x | 37.4x | 2.1x |
| Sat, 14 Jun 2025 | US$113.5b | US$50.6b | US$2.9b | 19.3x | 39.4x | 2.2x |
| Mon, 12 May 2025 | US$115.5b | US$50.6b | US$2.8b | 18.9x | 40.7x | 2.3x |
| Wed, 09 Apr 2025 | US$96.3b | US$48.1b | US$2.9b | 17.4x | 33.3x | 2x |
| Fri, 07 Mar 2025 | US$104.8b | US$48.3b | US$2.9b | 19.4x | 35.8x | 2.2x |
| Sun, 02 Feb 2025 | US$108.3b | US$48.1b | US$1.7b | 19.4x | 63.2x | 2.3x |
| Tue, 31 Dec 2024 | US$102.3b | US$47.5b | US$1.6b | 19.6x | 64.1x | 2.2x |
| Thu, 28 Nov 2024 | US$106.7b | US$47.6b | US$1.6b | 19.8x | 65.1x | 2.2x |
| Sat, 26 Oct 2024 | US$97.2b | US$47.2b | US$1.6b | 19.8x | 60.6x | 2.1x |
| Mon, 23 Sep 2024 | US$93.0b | US$43.9b | US$1.3b | 20.6x | 68.9x | 2.1x |
| Wed, 21 Aug 2024 | US$92.5b | US$46.5b | US$1.5b | 20x | 63.5x | 2x |
| Fri, 19 Jul 2024 | US$93.3b | US$46.1b | US$1.8b | 20.7x | 52.8x | 2x |
| Sun, 16 Jun 2024 | US$90.0b | US$46.0b | US$1.8b | 19.2x | 50.7x | 2x |
| Tue, 14 May 2024 | US$95.7b | US$43.8b | US$1.7b | 20.2x | 55.7x | 2.2x |
| Thu, 11 Apr 2024 | US$94.8b | US$42.4b | US$1.2b | 19.4x | 80.8x | 2.2x |
| Sat, 09 Mar 2024 | US$95.5b | US$42.7b | US$1.1b | 18.6x | 88.2x | 2.2x |
| Mon, 05 Feb 2024 | US$108.8b | US$48.0b | US$1.1b | 20.4x | 100.7x | 2.3x |
| Wed, 03 Jan 2024 | US$109.3b | US$47.6b | US$957.2m | 21.2x | 114.2x | 2.3x |
| Fri, 01 Dec 2023 | US$106.7b | US$47.6b | US$960.5m | 20.8x | 111x | 2.2x |
| Sun, 29 Oct 2023 | US$91.3b | US$45.2b | US$792.4m | 18.2x | 115.2x | 2x |
| Tue, 26 Sep 2023 | US$91.0b | US$44.6b | US$666.6m | 18.2x | 136.6x | 2x |
| Thu, 24 Aug 2023 | US$93.1b | US$44.2b | US$642.2m | 18.7x | 144.9x | 2.1x |
| Sat, 22 Jul 2023 | US$92.3b | US$43.1b | US$231.8m | 23.8x | 398x | 2.1x |
| Mon, 19 Jun 2023 | US$89.5b | US$42.9b | US$309.3m | 23.2x | 289.5x | 2.1x |
289.5x
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | -2.36% | |
| Consumer Discretionary | -1.23% | |
| Consumer Services | 1.52% | |
| Specialized Consumer Services | 3.57% | |
| Education Services | 0.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCI Service Corporation International | US$76.92 | 10.4% +US$998.9m | -2.0% | PE19.8x | |
| LLYV.K Liberty Live Holdings | US$100.81 | 8.0% +US$686.4m | 37.6% | PS23.3x | |
| DUOL Duolingo | US$122.63 | 12.5% +US$633.7m | -74.4% | PE13.5x | |
| LAUR Laureate Education | US$36.76 | 8.7% +US$411.5m | 66.2% | PE18.4x | |
| FTDR Frontdoor | US$68.83 | 8.2% +US$364.5m | 22.0% | PE18.7x |