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U.S. Consumer Services Industry Analysis

UpdatedMay 28, 2025
DataAggregated Company Financials
Companies90
  • 7D-0.9%
  • 3M5.4%
  • 1Y22.7%
  • YTD14.1%

Over the last 7 days, the Consumer Services industry has remained flat, although notably Bright Horizons Family Solutions gained 6.4%. As for the the longer term, the industry is up 23% over the past 12 months. As for the next few years, earnings are expected to grow by 24% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Mon, 19 Dec 2022US$76.5bUS$41.3b-US$1,196,862,166.0019.4x-64x1.9x
Wed, 16 Nov 2022US$78.1bUS$41.4b-US$1,451,081,688.0017.1x-53.8x1.9x
Fri, 14 Oct 2022US$79.5bUS$46.3b-US$1,917,411,625.0018x-41.4x1.7x
Sun, 11 Sep 2022US$86.9bUS$46.5b-US$1,967,908,719.0017.3x-44.2x1.9x
Tue, 09 Aug 2022US$79.1bUS$43.1b-US$2,621,758,702.0020.9x-30.2x1.8x
Thu, 07 Jul 2022US$76.4bUS$44.2b-US$2,604,245,822.0018.4x-29.3x1.7x
Sat, 04 Jun 2022US$77.2bUS$44.6b-US$2,876,605,238.0018.5x-26.8x1.7x
Price to Earnings Ratio

-26.8x


Total Market Cap: US$77.2bTotal Earnings: -US$2,876,605,238.00Total Revenue: US$44.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 46.1x202320242025
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 40.4x which is lower than its 3-year average PE of 46.1x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.3x.
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 4.3% 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 Market-0.30%
Consumer Discretionary0.14%
Consumer Services-0.85%
Specialized Consumer Services-0.66%
Education Services-0.92%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 85.1x.
    • Analysts are expecting annual earnings growth of 25.9%, which is lower than the prior year's growth of 42.4% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 46.9x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 26% over the next 5 years.
  • However this is lower than its past earnings growth rate of 42% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 15% 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
BFAM Bright Horizons Family SolutionsUS$131.506.4%
+US$454.6m
24.1%PE46.7x
KLC KinderCare Learning CompaniesUS$12.576.7%
+US$93.2m
n/aPS0.6x
UDMY UdemyUS$7.365.3%
+US$55.0m
-19.8%PS1.4x
LINC Lincoln Educational ServicesUS$23.037.7%
+US$51.8m
94.0%PE60.4x
FTDR FrontdoorUS$54.971.2%
+US$47.8m
57.1%PE17x
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Latest News

NTCL

US$3.46

NetClass Technology

7D

-73.0%

1Y

n/a

BFAM

US$131.50

Bright Horizons Family Solutions

7D

6.4%

1Y

24.1%

UDMY

US$7.36

Udemy

7D

5.3%

1Y

-19.8%

LINC

US$23.03

Lincoln Educational Services

7D

7.7%

1Y

94.0%

OSW

US$19.26

OneSpaWorld Holdings

7D

1.4%

1Y

27.4%

MATW

US$21.74

Matthews International

7D

5.0%

1Y

-23.0%