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U.S. Consumer Services Industry Analysis

UpdatedJan 02, 2026
DataAggregated Company Financials
Companies97
  • 7D-1.3%
  • 3M-16.3%
  • 1Y-8.9%
  • YTD187.0%

Over the last 7 days, the Consumer Services industry has dropped 1.3%, driven by Duolingo declining 3.4%. Meanwhile, Youdao actually outperformed within the industry, gaining 6.3% in the last week. Overall the industry is down 8.9% in 12 months. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 02 Jan 2026US$101.2bUS$57.9bUS$5.5b16.6x18.3x1.7x
Sun, 30 Nov 2025US$105.4bUS$60.4bUS$4.1b15.9x25.5x1.7x
Tue, 28 Oct 2025US$125.2bUS$57.3bUS$4.7b18.9x26.8x2.2x
Thu, 25 Sep 2025US$118.0bUS$53.8bUS$4.9b20.2x24.3x2.2x
Sat, 23 Aug 2025US$110.6bUS$52.2bUS$4.8b20.8x22.9x2.1x
Mon, 21 Jul 2025US$107.3bUS$50.6bUS$2.9b19.2x37.3x2.1x
Wed, 18 Jun 2025US$113.1bUS$50.6bUS$2.9b19.5x39.3x2.2x
Fri, 16 May 2025US$117.4bUS$50.6bUS$2.9b20.4x40.8x2.3x
Sun, 13 Apr 2025US$99.0bUS$48.1bUS$2.9b18.5x34.3x2.1x
Tue, 11 Mar 2025US$102.8bUS$48.3bUS$2.9b18.9x35.2x2.1x
Thu, 06 Feb 2025US$109.9bUS$48.1bUS$1.7b19.9x64x2.3x
Sat, 04 Jan 2025US$101.6bUS$47.5bUS$1.6b20.7x63.6x2.1x
Mon, 02 Dec 2024US$106.2bUS$47.6bUS$1.6b19.9x64.8x2.2x
Wed, 30 Oct 2024US$98.0bUS$47.2bUS$1.6b20.6x61.1x2.1x
Fri, 27 Sep 2024US$93.4bUS$44.0bUS$1.4b19.4x69x2.1x
Sun, 25 Aug 2024US$92.9bUS$46.5bUS$1.5b20.6x63.6x2x
Tue, 23 Jul 2024US$92.5bUS$46.1bUS$1.8b20.9x52.3x2x
Thu, 20 Jun 2024US$89.8bUS$46.0bUS$1.8b18.7x50.6x2x
Sat, 18 May 2024US$94.8bUS$43.8bUS$1.8b19.9x53.6x2.2x
Mon, 15 Apr 2024US$92.4bUS$42.4bUS$1.2b19.2x78.8x2.2x
Wed, 13 Mar 2024US$95.9bUS$42.6bUS$1.1b18.2x90.1x2.3x
Fri, 09 Feb 2024US$92.5bUS$43.8bUS$1.0b23.1x91.6x2.1x
Sun, 07 Jan 2024US$108.9bUS$47.6bUS$960.6m20.6x113.4x2.3x
Tue, 05 Dec 2023US$108.3bUS$47.5bUS$957.3m21.9x113.1x2.3x
Thu, 02 Nov 2023US$91.8bUS$45.4bUS$530.2m18.9x173.2x2x
Sat, 30 Sep 2023US$93.0bUS$44.6bUS$626.2m18x148.5x2.1x
Mon, 28 Aug 2023US$92.9bUS$44.2bUS$644.0m18.7x144.2x2.1x
Wed, 26 Jul 2023US$93.4bUS$43.1bUS$231.1m24.8x404x2.2x
Fri, 23 Jun 2023US$86.9bUS$42.9bUS$311.1m23.8x279.4x2x
Sun, 21 May 2023US$86.6bUS$42.8bUS$378.9m24.2x228.6x2x
Tue, 18 Apr 2023US$90.1bUS$43.2b-US$148,370,144.0023.7x-607.6x2.1x
Thu, 16 Mar 2023US$87.2bUS$43.3b-US$162,214,441.0026.6x-537.8x2x
Sat, 11 Feb 2023US$89.3bUS$41.0b-US$272,835,430.0021.7x-327.2x2.2x
Mon, 09 Jan 2023US$79.6bUS$41.3b-US$1,221,294,743.0018.9x-65.1x1.9x
Price to Earnings Ratio

-65.1x


Total Market Cap: US$79.6bTotal Earnings: -US$1,221,294,743.00Total Revenue: US$41.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 60.3x202420252026
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 18.3x which is lower than its 3-year average PE of 60.3x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.7x.
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 Market-1.43%
Consumer Discretionary-2.20%
Consumer Services-1.34%
Specialized Consumer Services-0.75%
Education Services-1.63%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 95.9x.
    • Analysts are expecting annual earnings growth of 16.9%, 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 39.2x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 18% over the next 5 years.
  • However this is lower than its past earnings growth rate of 24% per year.
  • In contrast, the Education Services industry is expected to see its earnings grow by 17% 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
DAO YoudaoUS$10.086.3%
+US$71.7m		42.4%PE59.3x
AFYA AfyaUS$15.413.1%
+US$41.7m		2.7%PE10.5x
SUPX SuperX AI TechnologyUS$15.685.2%
+US$24.6m		329.6%PS137.4x
WW WW InternationalUS$29.225.4%
+US$14.9m		n/aPE0.3x
APEI American Public EducationUS$37.800.9%
+US$6.0m		78.2%PE28.2x

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OneSpaWorld Holdings
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1Y
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EDU
US$55.03
New Oriental Education & Technology Group
7D
-1.3%
1Y
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Mister Car Wash
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1Y
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Frontdoor
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1Y
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APEI
US$37.80
American Public Education
7D
0.9%
1Y
78.2%

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Analysts have modestly lifted their price expectations for American Public Education, with updated targets now clustering in the high 30 dollar to mid 40 dollar range as they highlight improving operating leverage, long term revenue and AEBITDA ambitions, and a view that recent shutdown related headwinds are temporary. Analyst Commentary Recent research updates reflect a generally constructive stance on American Public Education, with higher price targets anchored to improving fundamentals, while still acknowledging execution and macro risks.
KLC
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KinderCare Learning Companies
7D
0.9%
1Y
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AFYA
US$15.41
Afya
7D
3.1%
1Y
2.7%

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Analysts have raised their price target on Afya by approximately 8 percent to about R$15.60 from roughly R$14.40. This change reflects expectations of slightly faster revenue growth and a modestly lower discount rate, partially offset by a leaner profit margin outlook and a higher assumed future P/E multiple.
BFAM
US$101.40
Bright Horizons Family Solutions
7D
0.08%
1Y
-9.8%

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LAUR
US$33.67
Laureate Education
7D
-2.0%
1Y
83.6%

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Analysts have nudged their price target for Laureate Education slightly higher to approximately 36.83 dollars from 36.00 dollars. This reflects modestly lower perceived risk, a slightly richer future earnings multiple, and continued expectations for solid long term revenue growth and profitability.
DUOL
US$175.50
Duolingo
7D
-3.4%
1Y
-48.4%

DUOL: Long-Term User Expansion Focus Will Drive Renewed Upside Potential

Analysts have trimmed their Duolingo price target slightly to about $271 from roughly $271.05, reflecting modestly higher discount rates and a greater focus on long term user growth and product investment over near term monetization, even as they acknowledge improving revenue growth and margin expectations. Analyst Commentary Street research highlights a wide range of views on Duolingo, with most firms trimming price targets but maintaining generally constructive stances on the company’s long term growth algorithm and product roadmap.
DAO
US$10.08
Youdao
7D
6.3%
1Y
42.4%

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Analysts have trimmed their price target on Youdao by about 10 percent to approximately 16 dollars. This reflects slightly higher discount-rate assumptions and a lower future earnings multiple that more than offset stronger projected revenue growth.
SUPX
US$15.68
SuperX AI Technology
7D
5.2%
1Y
329.6%
UTI
US$26.13
Universal Technical Institute
7D
-4.3%
1Y
-0.3%
WW
US$29.22
WW International
7D
5.4%
1Y
n/a

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MH
US$16.50
McGraw Hill
7D
-2.9%
1Y
n/a
CSV
US$42.30
Carriage Services
7D
0.5%
1Y
8.0%