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U.S. Consumer Services Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies89
  • 7D2.5%
  • 3M-5.5%
  • 1Y-5.9%
  • YTD-2.8%

The Consumer Services industry is up 2.5% in the last week, with Liberty Live Holdings up 9.4%. However, the industry is down 5.9% over the past year. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$96.6bUS$58.5bUS$5.2b18.1x18.5x1.7x
Tue, 03 Mar 2026US$96.5bUS$58.5bUS$5.3b18.2x18.1x1.7x
Thu, 29 Jan 2026US$100.6bUS$58.1bUS$5.5b16.8x18.2x1.7x
Sat, 27 Dec 2025US$102.7bUS$57.9bUS$5.5b16.9x18.6x1.8x
Mon, 24 Nov 2025US$103.1bUS$60.3bUS$4.1b15.9x25.2x1.7x
Wed, 22 Oct 2025US$122.6bUS$57.3bUS$4.7b19.1x26.3x2.1x
Fri, 19 Sep 2025US$117.7bUS$53.8bUS$4.9b20.1x24.2x2.2x
Sun, 17 Aug 2025US$109.2bUS$52.2bUS$4.8b19.1x22.7x2.1x
Tue, 15 Jul 2025US$107.8bUS$50.6bUS$2.9b19.5x37.5x2.1x
Thu, 12 Jun 2025US$113.8bUS$50.6bUS$2.9b19.5x39.6x2.2x
Sat, 10 May 2025US$113.9bUS$50.6bUS$2.8b19.3x40.2x2.3x
Mon, 07 Apr 2025US$98.3bUS$48.1bUS$2.9b17.8x33.9x2x
Wed, 05 Mar 2025US$103.4bUS$48.3bUS$2.9b18.9x35.4x2.1x
Fri, 31 Jan 2025US$108.2bUS$48.0bUS$1.7b20.4x64.5x2.3x
Sun, 29 Dec 2024US$102.3bUS$47.5bUS$1.6b19.8x64.1x2.2x
Tue, 26 Nov 2024US$104.4bUS$47.6bUS$1.7b19.6x61.4x2.2x
Thu, 24 Oct 2024US$96.5bUS$46.9bUS$1.6b20.1x61.9x2.1x
Sat, 21 Sep 2024US$93.1bUS$44.0bUS$1.4b20x68.8x2.1x
Mon, 19 Aug 2024US$92.6bUS$46.4bUS$1.4b20x64.1x2x
Wed, 17 Jul 2024US$92.2bUS$46.1bUS$1.8b20.9x52.1x2x
Fri, 14 Jun 2024US$91.5bUS$46.1bUS$1.8b20.1x51.5x2x
Sun, 12 May 2024US$95.1bUS$43.8bUS$1.7b19.3x55x2.2x
Tue, 09 Apr 2024US$92.4bUS$42.4bUS$1.2b19.8x77.9x2.2x
Thu, 07 Mar 2024US$97.2bUS$42.6bUS$1.1b19.3x91.5x2.3x
Sat, 03 Feb 2024US$108.8bUS$48.0bUS$1.1b20.4x100.7x2.3x
Mon, 01 Jan 2024US$111.1bUS$47.6bUS$958.2m21.2x116x2.3x
Wed, 29 Nov 2023US$104.9bUS$47.6bUS$958.9m21x109.4x2.2x
Fri, 27 Oct 2023US$92.3bUS$45.1bUS$782.3m17.7x117.9x2x
Sun, 24 Sep 2023US$91.3bUS$44.6bUS$666.8m18.2x136.8x2x
Tue, 22 Aug 2023US$90.8bUS$44.2bUS$640.3m18.7x141.8x2.1x
Thu, 20 Jul 2023US$92.6bUS$43.1bUS$232.8m23.5x397.7x2.1x
Sat, 17 Jun 2023US$89.2bUS$42.9bUS$309.3m23.2x288.5x2.1x
Mon, 15 May 2023US$86.7bUS$42.8bUS$379.0m24.7x228.7x2x
Wed, 12 Apr 2023US$89.6bUS$43.2b-US$148,846,454.0023.8x-601.6x2.1x
Price to Earnings Ratio

-601.6x


Total Market Cap: US$89.6bTotal Earnings: -US$148,846,454.00Total Revenue: US$43.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 91.2x202420252026
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 18.5x which is lower than its 3-year average PE of 91.2x.
  • 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 11% 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 Market3.46%
Consumer Discretionary2.68%
Consumer Services2.48%
Education Services2.61%
Specialized Consumer Services2.23%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 103x.
    • Analysts are expecting annual earnings growth of 16.0%, which is lower than the prior year's growth of 18.7% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 36.0x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 11% 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$97.009.4%
+US$764.0m		50.7%PS23.3x
SCI Service Corporation InternationalUS$84.773.9%
+US$443.9m		10.0%PE21.7x
BFAM Bright Horizons Family SolutionsUS$83.817.5%
+US$320.8m		-26.9%PE23.9x
EDU New Oriental Education & Technology GroupUS$56.423.6%
+US$308.7m		26.4%PE23.6x
TAL TAL Education GroupUS$11.203.5%
+US$231.2m		-8.8%PE24.5x

Latest News

ADT
US$6.62
ADT
7D
2.5%
1Y
-17.0%

ADT: Future Cash Focus And Buybacks Will Drive Long-Term Repricing

Analysts have trimmed their average price target on ADT to reflect a tighter valuation range around $7 to $9, citing mixed recent results, muted 2026 guidance with flat revenue and EPS expectations, and execution risks tied to distribution changes and higher investment. Analyst Commentary Recent research reflects a split view on ADT, with analysts recalibrating price targets into a tighter $7 to $9 range and reassessing how much risk they are willing to underwrite as the company leans into distribution changes and higher investment.
DRVN
US$12.34
Driven Brands Holdings
7D
-2.1%
1Y
-23.4%

DRVN: Accounting Review And Activist Pressure Will Eventually Unlock Franchise Upside

Analysts have adjusted the price target for Driven Brands Holdings slightly higher to about $19, supported by updated views on revenue growth, profitability, and a lower assumed P/E multiple, despite recent rating and target cuts tied to financial restatement concerns and filing delays. Analyst Commentary Recent research on Driven Brands highlights a mix of optimism about long term growth potential and caution around accounting issues and valuation resets.
EDU
US$56.42
New Oriental Education & Technology Group
7D
3.6%
1Y
26.4%

EDU: Margin Discipline And Buybacks Will Support Higher Forward Earnings Multiple

Analysts have lifted their price target on New Oriental Education & Technology Group by $4.20, citing updated valuation work and recent supportive research that reflects slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as reflecting updated work on valuation inputs, including discount rate assumptions and future P/E levels that they see as more in line with current research.
LOPE
US$171.36
Grand Canyon Education
7D
2.9%
1Y
2.5%
LAUR
US$33.56
Laureate Education
7D
-3.5%
1Y
76.8%

LAUR: Index Additions And 2026 Guidance Will Shape Earnings Quality Outlook

Analysts have maintained their $36.50 price target for Laureate Education, with slight tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E helping to support that steady view. What's in the News Laureate Education, Inc.
TAL
US$11.20
TAL Education Group
7D
3.5%
1Y
-8.8%

TAL: Macquarie Upgrade And Buybacks Will Support Future Share Rebound

Analysts have adjusted their price targets on TAL Education Group, keeping fair value steady around $15.65 while fine tuning assumptions on discount rate, revenue growth, profit margins and future P/E following recent research updates that include a Macquarie upgrade. Analyst Commentary Analysts are reassessing TAL Education Group's setup around the current fair value of about US$15.65, focusing on how revisions to revenue, margin and P/E assumptions support or challenge that level.
UTI
US$36.55
Universal Technical Institute
7D
-1.7%
1Y
44.8%
NAMI
US$0.58
Jinxin Technology Holding
7D
-24.2%
1Y
-80.1%
SCI
US$84.77
Service Corporation International
7D
3.9%
1Y
10.0%

SCI: Ongoing Buybacks And Stable Assumptions Will Support Future Upside

Analysts have kept their $97.83 price target for Service Corporation International broadly unchanged, with only very small tweaks to the discount rate, long term revenue growth outlook, profit margin assumptions, and future P/E input that underpin their valuation framework. What's in the News From October 1, 2025 to February 12, 2026, Service Corporation International repurchased 1,288,154 shares for US$102.18 million, representing 0.92% of its shares under the existing buyback program (Key Developments).
YQ
US$1.73
17 Education & Technology Group
7D
-25.1%
1Y
5.5%
BFAM
US$83.81
Bright Horizons Family Solutions
7D
7.5%
1Y
-26.9%

BFAM: Corporate Childcare Demand And Buybacks Will Support Future Upside

Analyst price targets for Bright Horizons Family Solutions have been reduced by a wide range of firms, with cuts such as $124 to $100 and $160 to $95, as analysts factor in more muted guidance while still highlighting corporate childcare as a useful recruitment and retention tool in a tight labor market. Analyst Commentary Recent research on Bright Horizons points to a reset in expectations, with analysts revisiting both valuation and growth assumptions after more muted guidance.
LRN
US$89.64
Stride
7D
4.7%
1Y
-28.3%

LRN: Future Earnings Multiple Will Depend On 2026 Guidance Delivery

Analysts have lifted their price targets on Stride, with the fair value estimate moving from $106.33 to $109.50. They cited updated assumptions for revenue growth, profit margins and future P/E multiples following recent Street research.
DAO
US$9.41
Youdao
7D
-5.4%
1Y
32.5%

DAO: Citi Upgrade Will Expose Fragile Profitability Assumptions Going Forward

Analysts raised their price target on Youdao to $5.72 from $5.72, citing updated assumptions around revenue growth, profit margins and a slightly lower discount rate following recent research, including the latest upgrade at Citi. Analyst Commentary Citi highlighted updated assumptions around revenue, margins and discount rate in its recent work on Youdao, but not all commentary in the market is uniformly optimistic.
STG
US$3.57
Sunlands Technology Group
7D
-6.1%
1Y
-33.3%
LLYV.K
US$97.00
Liberty Live Holdings
7D
9.4%
1Y
50.7%
SUPX
US$7.51
SuperX AI Technology
7D
-15.7%
1Y
-28.5%