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U.S. Consumer Services Industry Analysis

UpdatedJan 15, 2026
DataAggregated Company Financials
Companies99
  • 7D-0.2%
  • 3M-12.7%
  • 1Y-9.0%
  • YTD1.7%

Last week, the Consumer Services industry hasn't moved much but Liberty Live Holdings is up 5.0% in that time. Unfortunately though, the industry is down 7.2% over the past 12 months. 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
Thu, 15 Jan 2026US$103.8bUS$57.9bUS$5.5b16.9x18.9x1.8x
Sat, 13 Dec 2025US$102.0bUS$58.1bUS$5.4b16.8x18.9x1.8x
Mon, 10 Nov 2025US$106.9bUS$57.9bUS$4.1b15.9x26.2x1.8x
Wed, 08 Oct 2025US$121.6bUS$56.3bUS$4.5b17.1x26.8x2.2x
Fri, 05 Sep 2025US$107.9bUS$52.0bUS$5.0b20.6x21.7x2.1x
Sun, 03 Aug 2025US$104.5bUS$51.2bUS$3.0b18.1x34.4x2x
Tue, 01 Jul 2025US$112.5bUS$50.6bUS$2.9b20.8x39.1x2.2x
Thu, 29 May 2025US$116.7bUS$50.6bUS$2.9b20.2x40.8x2.3x
Sat, 26 Apr 2025US$101.9bUS$48.4bUS$2.8b19.1x36x2.1x
Mon, 24 Mar 2025US$102.2bUS$48.3bUS$2.9b17.8x35.5x2.1x
Wed, 19 Feb 2025US$115.4bUS$48.3bUS$1.8b20.8x64.6x2.4x
Fri, 17 Jan 2025US$102.7bUS$47.7bUS$1.6b21.5x64.2x2.2x
Sun, 15 Dec 2024US$104.1bUS$47.6bUS$1.6b19.3x65.5x2.2x
Tue, 12 Nov 2024US$106.1bUS$47.5bUS$1.9b18.8x56.7x2.2x
Thu, 10 Oct 2024US$99.0bUS$46.5bUS$1.4b18.2x69.4x2.1x
Sat, 07 Sep 2024US$88.6bUS$46.8bUS$1.5b20.6x60.3x1.9x
Mon, 05 Aug 2024US$87.9bUS$47.1bUS$1.6b20.8x53.7x1.9x
Wed, 03 Jul 2024US$90.8bUS$46.0bUS$1.8b19.6x51.4x2x
Fri, 31 May 2024US$94.2bUS$46.5bUS$1.8b22.3x52.9x2x
Sun, 28 Apr 2024US$93.8bUS$43.3bUS$1.5b19.7x62.7x2.2x
Tue, 26 Mar 2024US$95.8bUS$42.7bUS$1.1b19.3x90.1x2.2x
Thu, 22 Feb 2024US$95.4bUS$43.9bUS$1.1b22.7x90x2.2x
Sat, 20 Jan 2024US$107.4bUS$47.5bUS$963.7m22.8x111.4x2.3x
Mon, 18 Dec 2023US$110.6bUS$47.6bUS$962.6m21.4x114.9x2.3x
Wed, 15 Nov 2023US$100.1bUS$47.1bUS$783.6m20.9x127.8x2.1x
Fri, 13 Oct 2023US$95.3bUS$44.6bUS$620.5m18.1x153.6x2.1x
Sun, 10 Sep 2023US$92.8bUS$44.5bUS$634.3m18.8x146.2x2.1x
Tue, 08 Aug 2023US$95.0bUS$44.1bUS$621.7m20.7x152.8x2.2x
Thu, 06 Jul 2023US$89.5bUS$42.8bUS$238.1m24.1x376x2.1x
Sat, 03 Jun 2023US$88.4bUS$42.9bUS$377.1m24.6x234.4x2.1x
Mon, 01 May 2023US$90.6bUS$43.0bUS$175.5m24.1x516x2.1x
Wed, 29 Mar 2023US$88.6bUS$43.3b-US$119,079,502.0022.5x-744.2x2x
Fri, 24 Feb 2023US$89.7bUS$41.2b-US$352,381,489.0020.2x-254.4x2.2x
Sun, 22 Jan 2023US$81.8bUS$41.0b-US$284,311,623.0020.4x-287.8x2x
Price to Earnings Ratio

-287.8x


Total Market Cap: US$81.8bTotal Earnings: -US$284,311,623.00Total Revenue: US$41.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 61.3x202420252026
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 19.0x which is lower than its 3-year average PE of 61.3x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.8x.
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 Market0.18%
Consumer Discretionary-0.53%
Consumer Services-0.21%
Specialized Consumer Services1.13%
Education Services-0.87%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 96.5x.
    • Analysts are expecting annual earnings growth of 17.5%, 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 38.7x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Education Services industry is expected to see its earnings grow by 18% 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
LLYV.K Liberty Live HoldingsUS$84.625.0%
+US$372.9m		22.5%PS692.8x
TAL TAL Education GroupUS$11.605.3%
+US$352.9m		20.8%PE41.2x
LOPE Grand Canyon EducationUS$177.325.2%
+US$243.3m		5.0%PE23.2x
SCI Service Corporation InternationalUS$80.551.7%
+US$190.6m		5.2%PE21.1x
DAO YoudaoUS$12.8112.3%
+US$167.4m		97.1%PE75.2x

Latest News

LOPE
US$177.32
Grand Canyon Education
7D
5.2%
1Y
5.0%
UDMY
US$5.19
Udemy
7D
-11.3%
1Y
-39.3%
PXED
US$28.39
Phoenix Education Partners
7D
-11.3%
1Y
n/a
OSW
US$20.86
OneSpaWorld Holdings
7D
-4.4%
1Y
8.7%
DUOL
US$156.27
Duolingo
7D
-11.4%
1Y
-51.2%
SCI
US$80.55
Service Corporation International
7D
1.7%
1Y
5.2%

SCI: Dividend Increases And Buybacks Will Support Attractive Future Upside Potential

Analysts have maintained their target for Service Corporation International broadly in line with prior estimates, making a modest adjustment that reflects slightly updated assumptions for the discount rate, long-term revenue growth, profit margin and future P/E, rather than a major change in outlook. What's in the News Board approved a new quarterly cash dividend of $0.34 per share, which the company states is a 6.3% increase from the prior $0.32 per share dividend.
TAL
US$11.60
TAL Education Group
7D
5.3%
1Y
20.8%
HRB
US$42.01
H&R Block
7D
-3.3%
1Y
-24.3%
DAO
US$12.81
Youdao
7D
12.3%
1Y
97.1%

DAO: Completed Buyback And Extension Will Support Further Share Upside Potential

Analysts have reaffirmed their price target on Youdao at US$16.30, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that they view as better reflecting the company’s current risk and earnings profile. What's in the News From July 1, 2025 to September 30, 2025, Youdao reported no share repurchases, with 0 shares bought back for US$0, while confirming that it has completed repurchasing 7,500,000 shares, or 6.19%, for US$33.8 million under the buyback first announced on November 17, 2022 (Key Developments).
COUR
US$6.61
Coursera
7D
-10.6%
1Y
-24.0%

COUR: AI Education Expansion And New Leadership Will Support Long-Term Earnings Power

Analysts have nudged their fair value estimate for Coursera slightly lower from US$11.64 to US$11.45, reflecting modest adjustments to assumptions around revenue growth, profit margins and future P/E multiples. What's in the News Coursera launched two Anthropic powered Specializations, Building with the Claude API and Real-World AI for Everyone, aimed at helping developers and professionals use Claude for workflows, writing, analysis, and communication while emphasizing safe and inclusive AI use (Key Developments).
BFAM
US$96.89
Bright Horizons Family Solutions
7D
-6.4%
1Y
-16.3%

BFAM: Share Repurchases And 2025 Outlook Will Support Further Upside Potential

Analysts have maintained their fair value estimate for Bright Horizons Family Solutions at about US$128.78, making only minor adjustments to assumptions such as the discount rate and future P/E. This reflects a largely unchanged view of the company’s long term outlook.
DRVN
US$15.65
Driven Brands Holdings
7D
6.6%
1Y
-0.6%

DRVN: Narrowed 2025 Guidance And Peer Reset Will Support Future Upside

Analysts have nudged their price target on Driven Brands slightly lower to US$21 from US$22, citing trimmed comparable company valuations, even as recent results and narrowed FY25 guidance came in slightly ahead of expectations. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 results landing slightly ahead of Street expectations support the current earnings base used in valuation work.
ATGE
US$114.69
Adtalem Global Education
7D
4.3%
1Y
17.7%
WW
US$26.02
WW International
7D
-22.0%
1Y
n/a
LLYV.K
US$84.62
Liberty Live Holdings
7D
5.0%
1Y
22.5%
GHC
US$1,149.89
Graham Holdings
7D
3.3%
1Y
26.9%