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U.S. Consumer Services Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies89
  • 7D-0.6%
  • 3M-2.2%
  • 1Y-27.0%
  • YTD-8.2%

The Consumer Services is pretty flat in the last 7 days, but Stride has stood out, gaining 9.4%. As for the longer term, the industry has declined 27% in the last year. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Jun 2026US$90.6bUS$56.6bUS$5.5b16.3x16.6x1.6x
Fri, 01 May 2026US$96.7bUS$59.0bUS$5.5b16.5x17.6x1.6x
Sun, 29 Mar 2026US$94.3bUS$58.5bUS$5.2b18.2x18x1.6x
Tue, 24 Feb 2026US$96.8bUS$58.3bUS$5.7b17.1x16.9x1.7x
Thu, 22 Jan 2026US$100.5bUS$57.9bUS$5.5b16.9x18.3x1.7x
Sat, 20 Dec 2025US$102.8bUS$57.9bUS$5.5b16.8x18.6x1.8x
Mon, 17 Nov 2025US$107.1bUS$60.4bUS$4.1b16x26.3x1.8x
Wed, 15 Oct 2025US$120.0bUS$57.3bUS$4.7b17.3x25.7x2.1x
Fri, 12 Sep 2025US$109.3bUS$52.0bUS$5.0b19.9x21.9x2.1x
Sun, 10 Aug 2025US$108.7bUS$51.4bUS$3.7b18.7x29.4x2.1x
Tue, 08 Jul 2025US$110.2bUS$50.6bUS$2.9b19.5x38.3x2.2x
Thu, 05 Jun 2025US$116.0bUS$50.6bUS$2.9b19.8x40.5x2.3x
Sat, 03 May 2025US$105.8bUS$50.4bUS$2.8b20.6x38x2.1x
Mon, 31 Mar 2025US$103.3bUS$48.1bUS$2.9b18.5x35.7x2.1x
Wed, 26 Feb 2025US$109.1bUS$48.3bUS$1.8b20.5x59x2.3x
Fri, 24 Jan 2025US$102.0bUS$47.9bUS$1.6b20.5x61.8x2.1x
Sun, 22 Dec 2024US$101.8bUS$47.7bUS$1.6b19.7x63.7x2.1x
Tue, 19 Nov 2024US$99.8bUS$47.6bUS$1.7b18.7x59x2.1x
Thu, 17 Oct 2024US$97.0bUS$46.5bUS$1.4b20.4x68.2x2.1x
Sat, 14 Sep 2024US$89.1bUS$43.9bUS$1.4b19.9x65.9x2x
Mon, 12 Aug 2024US$90.3bUS$46.4bUS$1.4b19.7x62.7x1.9x
Wed, 10 Jul 2024US$91.1bUS$46.0bUS$1.8b19.3x51.5x2x
Fri, 07 Jun 2024US$92.4bUS$46.5bUS$1.8b21.3x51.9x2x
Sun, 05 May 2024US$95.7bUS$43.7bUS$1.6b19.8x58.7x2.2x
Tue, 02 Apr 2024US$94.9bUS$42.5bUS$1.1b19.7x85.6x2.2x
Thu, 29 Feb 2024US$96.2bUS$43.8bUS$1.1b19.5x89x2.2x
Sat, 27 Jan 2024US$111.1bUS$48.0bUS$1.0b21.9x107.1x2.3x
Mon, 25 Dec 2023US$111.0bUS$47.6bUS$958.2m21.8x115.8x2.3x
Wed, 22 Nov 2023US$102.0bUS$47.2bUS$829.4m20.7x122.9x2.2x
Fri, 20 Oct 2023US$92.6bUS$44.6bUS$616.8m17.9x150.2x2.1x
Sun, 17 Sep 2023US$93.4bUS$44.6bUS$667.9m18.7x139.8x2.1x
Tue, 15 Aug 2023US$93.1bUS$44.2bUS$638.0m18.3x145.8x2.1x
Thu, 13 Jul 2023US$92.3bUS$43.1bUS$230.8m23.5x400.1x2.1x
Sat, 10 Jun 2023US$88.4bUS$42.9bUS$329.5m23.2x268.3x2.1x
Price to Earnings Ratio

268.3x


Total Market Cap: US$88.4bTotal Earnings: US$329.5mTotal Revenue: US$42.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 74.8x202420252026
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 16.6x which is lower than its 3-year average PE of 74.8x.
  • 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 155% 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 Market1.22%
Consumer Discretionary-1.53%
Consumer Services-0.62%
Education Services0.81%
Specialized Consumer Services-3.55%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 113x.
    • Analysts are expecting annual earnings growth of 15.1%, 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 34.2x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 8.6% 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
LRN StrideUS$99.639.5%
+US$362.4m		-30.6%PE13.5x
UTI Universal Technical InstituteUS$44.5313.0%
+US$282.5m		25.0%PE57.4x
NTCL NetClass TechnologyUS$1.76217.1%
+US$74.1m		-45.8%PS11x
AFYA AfyaUS$14.505.5%
+US$66.8m		-19.2%PE8.6x
LINC Lincoln Educational ServicesUS$50.074.1%
+US$62.5m		119.1%PE70.9x

Latest News

AFYA
US$14.50
Afya
7D
5.5%
1Y
-19.2%
JDZG
US$67.00
JIADE
7D
67.1%
1Y
-94.1%
SDA
US$1.38
SunCar Technology Group
7D
79.2%
1Y
-49.3%
DRVN
US$12.78
Driven Brands Holdings
7D
-10.1%
1Y
-27.1%
CSV
US$37.32
Carriage Services
7D
-13.8%
1Y
-16.5%
HRB
US$37.96
H&R Block
7D
-1.9%
1Y
-34.8%
BFAM
US$59.64
Bright Horizons Family Solutions
7D
-4.6%
1Y
-53.4%
Narrative Update • May 25

BFAM: Reaffirmed Guidance And Ongoing Buybacks Will Support Future Upside

Narrative update on Bright Horizons Family Solutions The updated analyst price target for Bright Horizons Family Solutions moves lower by about $4.50, with analysts pointing to more conservative assumptions on revenue growth and future P/E multiples, partly offset by slightly stronger profit margin expectations. Analyst Commentary Recent Street research on Bright Horizons Family Solutions has centered on adjustments to price targets, with several large firms, including JPMorgan and Goldman Sachs, updating their models.
UTI
US$44.53
Universal Technical Institute
7D
13.0%
1Y
25.0%
ADT
US$6.66
ADT
7D
-2.5%
1Y
-22.6%
LINC
US$50.07
Lincoln Educational Services
7D
4.1%
1Y
119.1%
STRA
US$79.05
Strategic Education
7D
2.3%
1Y
-13.2%
MH
US$11.44
McGraw Hill
7D
-4.4%
1Y
n/a
LRN
US$99.63
Stride
7D
9.5%
1Y
-30.6%
Narrative Update • May 19

LRN: Revised 2026 Guidance And Spending Will Support Higher Future Earnings Multiple

Analysts have lifted their price target on Stride from $112.00 to $113.50, reflecting updated assumptions around slightly higher revenue growth, a modestly lower profit margin, and a small adjustment to the P/E multiple and discount rate. What's in the News Stride issued earnings guidance for the fourth quarter of 2026, indicating profitability is expected to be lower than in the third quarter as the company increases marketing and other spending ahead of the upcoming school year (company guidance).
SCI
US$68.77
Service Corporation International
7D
-10.7%
1Y
-11.9%
Seeking Alpha • May 18

Service Corporation International: Still A 'Buy' For Long-Term Stability

Summary Service Corporation International remains a stable, cash-generating leader in the fragmented death care industry, operating 1,487 funeral homes and 503 cemeteries. I reaffirm SCI as a "Buy" due to attractive valuation, consistent shareholder returns, and resilience amid challenging economic conditions. SCI's 2026 projections show rising revenue, net profits, and operating cash flow, with net leverage and capital returns well managed. Share buybacks and increasing dividends have reduced share count by 8.2% since 2023, enhancing long-term shareholder value. Read the full article on Seeking Alpha
LLYV.K
US$93.86
Liberty Live Holdings
7D
-3.7%
1Y
24.2%
NTCL
US$1.76
NetClass Technology
7D
217.1%
1Y
-45.8%