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U.S. Consumer Services Industry Analysis

UpdatedJan 04, 2026
DataAggregated Company Financials
Companies97
  • 7D-1.3%
  • 3M-15.8%
  • 1Y-11.5%
  • YTD0.2%

Over the last 7 days, the Consumer Services industry has dropped 1.3%, driven by a pullback from Duolingo of 2.9%. Overall the industry is down 11% in 12 months. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 Jan 2026US$101.2bUS$57.9bUS$5.5b16.5x18.3x1.7x
Tue, 02 Dec 2025US$105.4bUS$60.4bUS$4.1b15.9x25.5x1.7x
Thu, 30 Oct 2025US$123.7bUS$57.5bUS$4.7b17.2x26x2.2x
Sat, 27 Sep 2025US$118.8bUS$53.8bUS$4.9b19.7x24.4x2.2x
Mon, 25 Aug 2025US$111.1bUS$52.2bUS$4.8b20.8x23.1x2.1x
Wed, 23 Jul 2025US$105.1bUS$50.6bUS$2.9b19.1x36.6x2.1x
Fri, 20 Jun 2025US$112.9bUS$50.6bUS$2.9b19.6x39.2x2.2x
Sun, 18 May 2025US$118.4bUS$50.6bUS$2.9b20.3x41.1x2.3x
Tue, 15 Apr 2025US$98.9bUS$48.1bUS$2.9b18.7x34.3x2.1x
Thu, 13 Mar 2025US$100.0bUS$48.3bUS$2.9b18.7x34.1x2.1x
Sat, 08 Feb 2025US$110.0bUS$48.1bUS$1.7b19.8x63.5x2.3x
Mon, 06 Jan 2025US$103.1bUS$47.5bUS$1.6b20.7x64.5x2.2x
Wed, 04 Dec 2024US$106.7bUS$47.6bUS$1.6b19.8x65.2x2.2x
Fri, 01 Nov 2024US$100.0bUS$47.4bUS$1.8b18.2x55.8x2.1x
Sun, 29 Sep 2024US$96.9bUS$44.0bUS$1.4b19.1x70.7x2.2x
Tue, 27 Aug 2024US$93.0bUS$46.5bUS$1.5b21.9x63.7x2x
Thu, 25 Jul 2024US$94.1bUS$46.1bUS$1.8b20.7x53.3x2x
Sat, 22 Jun 2024US$88.7bUS$46.0bUS$1.8b19.3x50x1.9x
Mon, 20 May 2024US$94.2bUS$43.8bUS$1.8b19.9x53.3x2.1x
Wed, 17 Apr 2024US$90.7bUS$42.3bUS$1.2b18.9x77.5x2.1x
Fri, 15 Mar 2024US$97.6bUS$42.6bUS$1.1b18.2x91.7x2.3x
Sun, 11 Feb 2024US$96.6bUS$43.8bUS$1.0b23.5x95.6x2.2x
Tue, 09 Jan 2024US$108.9bUS$47.6bUS$959.5m20.4x113.5x2.3x
Thu, 07 Dec 2023US$107.6bUS$47.6bUS$958.1m21.8x112.3x2.3x
Sat, 04 Nov 2023US$96.8bUS$45.5bUS$673.9m20.6x143.6x2.1x
Mon, 02 Oct 2023US$92.7bUS$44.6bUS$619.7m18x149.6x2.1x
Wed, 30 Aug 2023US$94.3bUS$44.5bUS$632.9m19.6x149.1x2.1x
Fri, 28 Jul 2023US$93.9bUS$43.5bUS$450.3m24.8x208.6x2.2x
Sun, 25 Jun 2023US$85.4bUS$42.9bUS$235.2m22.9x363.2x2x
Tue, 23 May 2023US$86.9bUS$42.8bUS$379.3m23.5x229.1x2x
Thu, 20 Apr 2023US$90.7bUS$43.2b-US$166,823,580.0024x-543.7x2.1x
Sat, 18 Mar 2023US$86.5bUS$43.2b-US$127,670,652.0024x-677.2x2x
Mon, 13 Feb 2023US$89.3bUS$41.0b-US$272,888,071.0021.7x-327.1x2.2x
Wed, 11 Jan 2023US$82.0bUS$41.4b-US$1,226,910,851.0020.5x-66.8x2x
Price to Earnings Ratio

-66.8x


Total Market Cap: US$82.0bTotal Earnings: -US$1,226,910,851.00Total Revenue: US$41.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 60.5x202420252026
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 60.5x.
  • 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-0.99%
Consumer Discretionary-2.74%
Consumer Services-1.34%
Education Services-1.22%
Specialized Consumer Services-1.59%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 96.0x.
    • 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 39.1x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 19% 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
EDU New Oriental Education & Technology GroupUS$57.833.8%
+US$334.2m		-7.7%PE25.1x
TAL TAL Education GroupUS$11.494.5%
+US$298.1m		16.9%PE40.9x
DAO YoudaoUS$11.2218.4%
+US$208.1m		58.5%PE66x
WW WW InternationalUS$31.4413.4%
+US$37.2m		n/aPE0.3x
GOTU Gaotu TecheduUS$2.444.3%
+US$24.2m		14.0%PS0.7x

Latest News

DAO
US$11.22
Youdao
7D
18.4%
1Y
58.5%
SUPX
US$15.39
SuperX AI Technology
7D
3.3%
1Y
321.6%
NAMI
US$0.76
Jinxin Technology Holding
7D
3.1%
1Y
-81.1%
EDU
US$57.83
New Oriental Education & Technology Group
7D
3.8%
1Y
-7.7%
TAL
US$11.49
TAL Education Group
7D
4.5%
1Y
16.9%

Returns On Capital Are Showing Encouraging Signs At TAL Education Group (NYSE:TAL)

Dec 28
Returns On Capital Are Showing Encouraging Signs At TAL Education Group (NYSE:TAL)
SCI
US$77.20
Service Corporation International
7D
-1.0%
1Y
-0.7%

SCI: Dividend And Share Repurchases Will Support Attractive Future Upside Potential

Analysts have nudged their price target on Service Corporation International slightly higher to approximately 95.40 dollars, reflecting modest tweaks to the discount rate and long term earnings assumptions while maintaining a consistent view on fair value. What's in the News Board approves a 6.3% increase in the quarterly cash dividend to 34 cents per share, payable December 31, 2025, to shareholders of record on December 15, 2025 (Key Developments) Company reports repurchasing 1,040,779 shares for 82.65 million dollars between July 1 and October 30, 2025, bringing cumulative buybacks under its long running program to 210,449,433 shares, or 96.81 percent, totaling 5.53 billion dollars (Key Developments) Full year 2025 diluted EPS guidance, excluding special items, narrowed to a range of 3.80 to 3.90 dollars per share from a prior range of 3.70 to 4.00 dollars, indicating refined expectations for earnings performance (Key Developments) Valuation Changes Fair Value: Unchanged at approximately 95.40 dollars per share, indicating a stable assessment of intrinsic value.
FTDR
US$57.04
Frontdoor
7D
-2.7%
1Y
3.9%

We Think Frontdoor (NASDAQ:FTDR) Can Stay On Top Of Its Debt

Dec 24
We Think Frontdoor (NASDAQ:FTDR) Can Stay On Top Of Its Debt
BFAM
US$99.30
Bright Horizons Family Solutions
7D
-2.0%
1Y
-11.7%

BFAM: Focus List Inclusion Signals Future Upside From Back-Up Care Opportunity

Analysts have nudged their price target on Bright Horizons Family Solutions slightly lower to approximately $129 from about $130, citing a marginally higher discount rate and tempered long term revenue growth expectations, which are partly offset by modestly improved profit margin assumptions and a still favorable view of the underappreciated back up care opportunity. Analyst Commentary Bullish analysts highlight that Bright Horizons continues to screen as undervalued relative to its long term growth runway, particularly in its back up care segment.
LAUR
US$33.31
Laureate Education
7D
-3.0%
1Y
81.6%

LAUR: Expanded Buybacks And 2025 Guidance Will Support Balanced Future Returns

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.
AACG
US$0.80
ATA Creativity Global
7D
7.5%
1Y
-11.1%

ATA Creativity Global (NASDAQ:AACG) Stock's 32% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Dec 16
ATA Creativity Global (NASDAQ:AACG) Stock's 32% Dive Might Signal An Opportunity But It Requires Some Scrutiny
DUOL
US$176.48
Duolingo
7D
-2.9%
1Y
-48.1%

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.
HRB
US$42.61
H&R Block
7D
-2.7%
1Y
-20.8%

HRB: Future Margins And Market Shift Will Support Steady Shareholder Returns

Analysts have slightly raised their price target on H&R Block to $48.00 per share, citing expectations for modestly higher profit margins and a lower future price to earnings multiple. Together, these factors support a marginally improved valuation despite a small tempering of long term revenue growth assumptions.
GOTU
US$2.44
Gaotu Techedu
7D
4.3%
1Y
14.0%
UTI
US$24.84
Universal Technical Institute
7D
-9.0%
1Y
-5.2%
WW
US$31.44
WW International
7D
13.4%
1Y
n/a

There Are Some Holes In WW International's (NASDAQ:WW) Solid Earnings Release

Nov 16
There Are Some Holes In WW International's (NASDAQ:WW) Solid Earnings Release
MH
US$16.35
McGraw Hill
7D
-3.8%
1Y
n/a