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U.S. Consumer Services Industry Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies90
  • 7D-0.9%
  • 3M-0.7%
  • 1Y-24.8%
  • YTD-8.2%

Over the last 7 days, the Consumer Services industry has remained flat, although notably Liberty Live Holdings gained 7.6%. As for the longer term, the industry has declined 24% in the last year. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Jun 2026US$89.0bUS$56.6bUS$5.6b16.1x16x1.6x
Fri, 15 May 2026US$93.6bUS$58.2bUS$5.6b16.6x16.8x1.6x
Sun, 12 Apr 2026US$95.1bUS$58.5bUS$5.2b17.8x18.2x1.6x
Tue, 10 Mar 2026US$94.7bUS$58.5bUS$5.3b17.9x17.9x1.6x
Thu, 05 Feb 2026US$100.2bUS$57.9bUS$5.6b16.6x17.8x1.7x
Sat, 03 Jan 2026US$101.1bUS$57.9bUS$5.5b16.5x18.3x1.7x
Mon, 01 Dec 2025US$105.4bUS$60.4bUS$4.1b15.9x25.5x1.7x
Wed, 29 Oct 2025US$125.2bUS$57.3bUS$4.7b19.3x26.5x2.2x
Fri, 26 Sep 2025US$118.2bUS$53.8bUS$4.9b19.6x24.3x2.2x
Sun, 24 Aug 2025US$111.1bUS$52.2bUS$4.8b20.8x23.1x2.1x
Tue, 22 Jul 2025US$106.8bUS$50.6bUS$2.9b19.3x37.2x2.1x
Thu, 19 Jun 2025US$112.5bUS$50.6bUS$2.9b19.6x39.1x2.2x
Sat, 17 May 2025US$117.5bUS$50.6bUS$2.9b20.3x40.8x2.3x
Mon, 14 Apr 2025US$98.9bUS$48.1bUS$2.9b18.5x34.3x2.1x
Wed, 12 Mar 2025US$100.8bUS$48.3bUS$2.9b18.6x34.4x2.1x
Fri, 07 Feb 2025US$109.6bUS$48.1bUS$1.7b20x63.2x2.3x
Sun, 05 Jan 2025US$103.1bUS$47.5bUS$1.6b20.7x64.5x2.2x
Tue, 03 Dec 2024US$106.2bUS$47.6bUS$1.6b20x64.9x2.2x
Thu, 31 Oct 2024US$98.0bUS$47.2bUS$1.6b19.2x59.5x2.1x
Sat, 28 Sep 2024US$96.2bUS$44.0bUS$1.4b19.1x70.2x2.2x
Mon, 26 Aug 2024US$92.9bUS$46.5bUS$1.5b20.6x63.6x2x
Wed, 24 Jul 2024US$94.2bUS$46.1bUS$1.8b20.9x53.3x2x
Fri, 21 Jun 2024US$89.8bUS$46.0bUS$1.8b19.1x50.6x2x
Sun, 19 May 2024US$94.2bUS$43.8bUS$1.8b19.9x53.3x2.1x
Tue, 16 Apr 2024US$92.3bUS$42.4bUS$1.2b18.9x78.8x2.2x
Thu, 14 Mar 2024US$96.9bUS$42.6bUS$1.1b18.3x91x2.3x
Sat, 10 Feb 2024US$96.6bUS$43.8bUS$1.0b23.5x95.6x2.2x
Mon, 08 Jan 2024US$109.1bUS$47.6bUS$959.5m20.3x113.7x2.3x
Wed, 06 Dec 2023US$108.8bUS$47.5bUS$957.6m21.9x113.6x2.3x
Fri, 03 Nov 2023US$91.7bUS$45.4bUS$623.7m19.4x147.1x2x
Sun, 01 Oct 2023US$92.7bUS$44.6bUS$619.7m18x149.6x2.1x
Tue, 29 Aug 2023US$92.9bUS$44.2bUS$644.0m18.7x144.2x2.1x
Thu, 27 Jul 2023US$94.0bUS$43.5bUS$450.0m24.7x208.8x2.2x
Sat, 24 Jun 2023US$85.2bUS$42.9bUS$235.2m22.9x362.5x2x
Price to Earnings Ratio

362.5x


Total Market Cap: US$85.2bTotal Earnings: US$235.2mTotal Revenue: US$42.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 71.4x202420252026
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 71.4x.
  • 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 187% 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 Market2.32%
Consumer Discretionary2.35%
Consumer Services-0.90%
Specialized Consumer Services2.61%
Education Services-2.56%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 116x.
    • Analysts are expecting annual earnings growth of 13.4%, 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 33.6x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 13% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • 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$101.817.6%
+US$657.8m		31.2%PS23.5x
DUOL DuolingoUS$128.098.7%
+US$476.6m		-73.1%PE14.1x
SCI Service Corporation InternationalUS$74.583.7%
+US$371.1m		-4.3%PE19.2x
FTDR FrontdoorUS$70.156.5%
+US$300.6m		23.6%PE19x
OSW OneSpaWorld HoldingsUS$26.3610.0%
+US$243.6m		37.5%PE34.4x

Latest News

OSW
US$26.36
OneSpaWorld Holdings
7D
10.0%
1Y
37.5%
DUOL
US$128.09
Duolingo
7D
8.7%
1Y
-73.1%
Seeking Alpha • 18h

Duolingo: The Most Asymmetric Risk/Reward In Consumer Tech

Summary Duolingo is rated Strong Buy, trading at 12x earnings and a 0.28x forward PEG, with robust free cash flow and no debt. DUOL's DAUs have grown 350% post-ChatGPT, reaching 56.5 million, with 22% conversion to paid users and a powerful, sticky brand. Despite sector-wide SaaS drawdown, DUOL's AI-driven growth, 35% free cash flow margins, and a $1.1 billion cash position underscore its asymmetrical risk/reward profile. Management targets 100 million DAUs by 2028, sacrificing $50 million in bookings and guiding 15–18% revenue growth to accelerate user expansion. Read the full article on Seeking Alpha
EDU
US$46.53
New Oriental Education & Technology Group
7D
3.3%
1Y
-1.8%
TAL
US$9.16
TAL Education Group
7D
0.1%
1Y
-11.8%
SCI
US$74.58
Service Corporation International
7D
3.7%
1Y
-4.3%
MH
US$10.31
McGraw Hill
7D
-20.5%
1Y
n/a
FTDR
US$70.15
Frontdoor
7D
6.5%
1Y
23.6%
Narrative Update • Jun 12

FTDR: Housing Reset And 2026 Guidance Will Shape Return Balance

Analysts have adjusted Frontdoor's fair value estimate slightly higher to $68.00 from $67.00, citing updated assumptions on revenue growth, discount rate, profit margin, and future P/E, following fresh research that frames the housing market as ready to reset. Analyst Commentary Recent research frames the housing market as ready to reset, and Frontdoor is being evaluated through that lens.
NTCL
US$0.18
NetClass Technology
7D
-93.4%
1Y
-90.2%
CVSA
US$117.89
Covista
7D
-6.5%
1Y
-4.1%
LRN
US$83.36
Stride
7D
-14.2%
1Y
-42.3%
LOPE
US$144.50
Grand Canyon Education
7D
-3.4%
1Y
-22.2%
BFAM
US$64.87
Bright Horizons Family Solutions
7D
5.5%
1Y
-46.8%
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.
PRDO
US$32.16
Perdoceo Education
7D
-6.3%
1Y
1.3%
HRB
US$36.23
H&R Block
7D
-5.3%
1Y
-34.2%
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).
LAUR
US$35.76
Laureate Education
7D
1.5%
1Y
59.3%
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.
LLYV.K
US$101.81
Liberty Live Holdings
7D
7.6%
1Y
31.2%