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U.S. Consumer Services Industry Analysis

UpdatedSep 22, 2025
DataAggregated Company Financials
Companies87
  • 7D-1.8%
  • 3M-2.5%
  • 1Y16.6%
  • YTD5.4%

Over the last 7 days, the Consumer Services industry has dropped 1.8%, driven by pullbacks in Duolingo and Stride of 5.5% and 11%, respectively. This takes the industry's 12 month performance to a gain of 17%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Sep 2025US$117.1bUS$53.8bUS$4.9b19.8x24x2.2x
Wed, 20 Aug 2025US$111.1bUS$52.2bUS$4.8b19.9x23.1x2.1x
Fri, 18 Jul 2025US$106.8bUS$50.6bUS$2.9b19.1x37.2x2.1x
Sun, 15 Jun 2025US$112.3bUS$50.6bUS$2.9b19.3x39x2.2x
Tue, 13 May 2025US$115.7bUS$50.6bUS$2.8b18.9x40.8x2.3x
Thu, 10 Apr 2025US$96.1bUS$48.1bUS$2.9b17.9x33.2x2x
Sat, 08 Mar 2025US$102.0bUS$48.3bUS$2.9b20x34.9x2.1x
Mon, 03 Feb 2025US$108.3bUS$48.1bUS$1.7b19.4x63.2x2.3x
Wed, 01 Jan 2025US$102.1bUS$47.5bUS$1.6b19.8x63.9x2.1x
Fri, 29 Nov 2024US$106.7bUS$47.6bUS$1.6b19.8x65.2x2.2x
Sun, 27 Oct 2024US$97.3bUS$47.2bUS$1.6b19.8x60.6x2.1x
Tue, 24 Sep 2024US$93.0bUS$43.9bUS$1.3b20.6x68.9x2.1x
Thu, 22 Aug 2024US$91.0bUS$46.5bUS$1.5b20.1x62.4x2x
Sat, 20 Jul 2024US$92.4bUS$46.1bUS$1.8b20.7x52.3x2x
Mon, 17 Jun 2024US$90.0bUS$46.0bUS$1.8b19.2x50.7x2x
Wed, 15 May 2024US$95.7bUS$43.8bUS$1.7b19.8x55.7x2.2x
Fri, 12 Apr 2024US$93.9bUS$42.4bUS$1.2b19.5x80x2.2x
Sun, 10 Mar 2024US$95.5bUS$42.7bUS$1.1b18.6x88.2x2.2x
Tue, 06 Feb 2024US$91.7bUS$43.7bUS$994.0m23.1x92.2x2.1x
Thu, 04 Jan 2024US$108.4bUS$47.6bUS$959.9m21.1x113x2.3x
Sat, 02 Dec 2023US$107.3bUS$47.6bUS$961.2m21.2x111.7x2.3x
Mon, 30 Oct 2023US$91.3bUS$45.2bUS$792.4m18.2x115.2x2x
Wed, 27 Sep 2023US$91.1bUS$44.5bUS$666.2m18.2x136.8x2x
Fri, 25 Aug 2023US$92.8bUS$44.2bUS$642.1m18.7x144.5x2.1x
Sun, 23 Jul 2023US$92.3bUS$43.1bUS$231.8m23.8x398x2.1x
Tue, 20 Jun 2023US$89.5bUS$42.9bUS$309.3m23.2x289.5x2.1x
Thu, 18 May 2023US$86.3bUS$42.8bUS$377.9m23.7x228.4x2x
Sat, 15 Apr 2023US$89.7bUS$43.2b-US$149,121,661.0023.5x-601.7x2.1x
Mon, 13 Mar 2023US$88.3bUS$43.4b-US$246,104,086.0026.2x-358.8x2x
Wed, 08 Feb 2023US$83.1bUS$41.0b-US$256,785,893.0019.4x-323.7x2x
Fri, 06 Jan 2023US$78.1bUS$41.3b-US$1,215,901,040.0018.8x-64.3x1.9x
Sun, 04 Dec 2022US$78.2bUS$41.3b-US$1,251,873,378.0018.5x-62.4x1.9x
Tue, 01 Nov 2022US$82.0bUS$44.6b-US$1,117,299,105.0015.5x-73.4x1.8x
Thu, 29 Sep 2022US$80.4bUS$46.3b-US$1,901,159,207.0016.5x-42.3x1.7x
Price to Earnings Ratio

-42.3x


Total Market Cap: US$80.4bTotal Earnings: -US$1,901,159,207.00Total Revenue: US$46.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 53.1x202320242025
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 24.0x which is lower than its 3-year average PE of 53.1x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
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 5.2% 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 Market1.49%
Consumer Discretionary2.16%
Consumer Services-1.80%
Specialized Consumer Services-0.77%
Education Services-2.23%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 91.6x.
    • Analysts are expecting annual earnings growth of 22.0%, which is lower than the prior year's growth of 41.0% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 41.4x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 22% over the next 5 years.
  • However this is lower than its past earnings growth rate of 41% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 12% 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
DUOL DuolingoUS$290.902.0%
+US$265.3m		7.6%PE113.8x
ATGE Adtalem Global EducationUS$140.592.4%
+US$117.9m		86.7%PE21.7x
COUR CourseraUS$11.656.2%
+US$111.3m		43.5%PS2.6x
FTDR FrontdoorUS$66.882.0%
+US$93.2m		41.5%PE19x
TAL TAL Education GroupUS$11.141.3%
+US$85.2m		37.9%PE64.9x

Latest News

LRN
US$141.71
Stride
7D
-10.5%
1Y
66.7%
LAUR
US$29.89
Laureate Education
7D
1.7%
1Y
77.5%

Campus Expansion In Mexico And Peru Will Elevate Digital Learning

The modest increase in Laureate Education’s consensus price target to $29.40 appears primarily driven by an expansion in its forward P/E multiple, as revenue growth forecasts remain largely steady. What's in the News Repurchased 1,480,000 shares (0.99%) for $28.55 million from April 1 to June 30, 2025, completing 3,774,000 shares (2.52%) for $72.42 million under the ongoing buyback program.
SUPX
US$55.25
SuperX AI Technology
7D
-6.7%
1Y
1,018.4%
DUOL
US$290.90
Duolingo
7D
2.0%
1Y
7.6%
MH
US$13.54
McGraw Hill
7D
-8.7%
1Y
n/a
GHC
US$1,150.48
Graham Holdings
7D
-2.1%
1Y
44.6%
COUR
US$11.65
Coursera
7D
6.2%
1Y
43.5%
SCI
US$80.04
Service Corporation International
7D
0.4%
1Y
0.7%

At US$77.82, Is Service Corporation International (NYSE:SCI) Worth Looking At Closely?

Sep 08
At US$77.82, Is Service Corporation International (NYSE:SCI) Worth Looking At Closely?
ADT
US$8.57
ADT
7D
-2.3%
1Y
17.4%
TAL
US$11.14
TAL Education Group
7D
1.3%
1Y
37.9%

These Return Metrics Don't Make TAL Education Group (NYSE:TAL) Look Too Strong

Sep 01
These Return Metrics Don't Make TAL Education Group (NYSE:TAL) Look Too Strong
ATGE
US$140.59
Adtalem Global Education
7D
2.4%
1Y
86.7%
GOTU
US$3.49
Gaotu Techedu
7D
-5.7%
1Y
25.1%
FTDR
US$66.88
Frontdoor
7D
2.0%
1Y
41.5%
KLC
US$6.95
KinderCare Learning Companies
7D
-7.0%
1Y
n/a

Lacklustre Performance Is Driving KinderCare Learning Companies, Inc.'s (NYSE:KLC) 26% Price Drop

Aug 20
Lacklustre Performance Is Driving KinderCare Learning Companies, Inc.'s (NYSE:KLC) 26% Price Drop
UTI
US$28.29
Universal Technical Institute
7D
3.7%
1Y
73.5%
EDU
US$51.87
New Oriental Education & Technology Group
7D
-1.7%
1Y
-13.9%