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U.S. Consumer Services Industry Analysis

UpdatedApr 10, 2026
DataAggregated Company Financials
Companies90
  • 7D-0.4%
  • 3M-6.8%
  • 1Y-6.1%
  • YTD-3.1%

The Consumer Services is pretty flat in the last 7 days, but Liberty Live Holdings has stood out, gaining 3.9%. As for the longer term, the industry has declined 6.1% in the last year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Apr 2026US$97.0bUS$58.5bUS$5.2b18x18.6x1.7x
Sun, 08 Mar 2026US$94.6bUS$58.5bUS$5.3b17.7x17.9x1.6x
Tue, 03 Feb 2026US$102.2bUS$58.4bUS$5.6b16.2x18.2x1.8x
Thu, 01 Jan 2026US$101.8bUS$57.9bUS$5.5b16.6x18.4x1.8x
Sat, 29 Nov 2025US$105.3bUS$60.4bUS$4.1b15.9x25.5x1.7x
Mon, 27 Oct 2025US$124.9bUS$57.3bUS$4.7b18.9x26.7x2.2x
Wed, 24 Sep 2025US$118.9bUS$53.8bUS$4.9b20.5x24.5x2.2x
Fri, 22 Aug 2025US$109.7bUS$52.2bUS$4.8b20.5x22.8x2.1x
Sun, 20 Jul 2025US$107.3bUS$50.6bUS$2.9b19.2x37.3x2.1x
Tue, 17 Jun 2025US$112.3bUS$50.6bUS$2.9b19.6x39x2.2x
Thu, 15 May 2025US$117.2bUS$50.6bUS$2.9b19.9x41.1x2.3x
Sat, 12 Apr 2025US$97.7bUS$48.1bUS$2.9b18.5x33.9x2x
Mon, 10 Mar 2025US$102.9bUS$48.3bUS$2.9b20x35.2x2.1x
Wed, 05 Feb 2025US$108.0bUS$48.1bUS$1.7b19.6x63x2.2x
Fri, 03 Jan 2025US$102.6bUS$47.5bUS$1.6b20.7x64.2x2.2x
Sun, 01 Dec 2024US$106.2bUS$47.6bUS$1.6b19.9x64.8x2.2x
Tue, 29 Oct 2024US$97.3bUS$47.2bUS$1.6b20.1x60.6x2.1x
Thu, 26 Sep 2024US$94.0bUS$44.0bUS$1.3b20.6x69.7x2.1x
Sat, 24 Aug 2024US$92.1bUS$46.5bUS$1.5b20.6x63.2x2x
Mon, 22 Jul 2024US$92.5bUS$46.1bUS$1.8b20.7x52.4x2x
Wed, 19 Jun 2024US$90.5bUS$46.0bUS$1.8b18.7x51x2x
Fri, 17 May 2024US$95.6bUS$43.8bUS$1.7b19.9x55.6x2.2x
Sun, 14 Apr 2024US$94.6bUS$42.4bUS$1.2b19.2x80.7x2.2x
Tue, 12 Mar 2024US$95.9bUS$42.7bUS$1.1b18.2x88.4x2.2x
Thu, 08 Feb 2024US$92.1bUS$43.7bUS$1.0b22.7x91.7x2.1x
Sat, 06 Jan 2024US$109.3bUS$47.6bUS$960.6m20.6x113.8x2.3x
Mon, 04 Dec 2023US$108.3bUS$47.6bUS$958.3m21.6x113x2.3x
Wed, 01 Nov 2023US$91.6bUS$45.2bUS$522.0m18.5x175.4x2x
Fri, 29 Sep 2023US$93.0bUS$44.6bUS$661.2m18.7x140.6x2.1x
Sun, 27 Aug 2023US$92.9bUS$44.2bUS$644.0m18.7x144.3x2.1x
Tue, 25 Jul 2023US$92.8bUS$43.1bUS$232.7m24.5x398.6x2.1x
Thu, 22 Jun 2023US$86.9bUS$42.9bUS$311.2m24x279.3x2x
Sat, 20 May 2023US$86.6bUS$42.8bUS$378.9m24.2x228.5x2x
Mon, 17 Apr 2023US$89.7bUS$43.2b-US$149,121,661.0023.5x-601.7x2.1x
Price to Earnings Ratio

-601.7x


Total Market Cap: US$89.7bTotal Earnings: -US$149,121,661.00Total Revenue: US$43.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 94x202420252026
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 18.6x which is lower than its 3-year average PE of 94.0x.
  • 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 Market3.43%
Consumer Discretionary4.46%
Consumer Services-0.35%
Specialized Consumer Services1.00%
Education Services-1.03%
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 16.3%, 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 35.9x.
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$100.833.9%
+US$352.1m		48.6%PS24.3x
FTDR FrontdoorUS$57.685.7%
+US$217.4m		45.7%PE15.9x
ADT ADTUS$6.833.2%
+US$170.5m		-11.2%PE9.2x
GHC Graham HoldingsUS$1.10k3.7%
+US$170.0m		21.2%PE16.5x
EDU New Oriental Education & Technology GroupUS$57.201.4%
+US$124.1m		34.4%PE23.9x

Latest News

FTDR
US$57.68
Frontdoor
7D
5.7%
1Y
45.7%
GHC
US$1,100.01
Graham Holdings
7D
3.7%
1Y
21.2%
BFAM
US$82.41
Bright Horizons Family Solutions
7D
-1.7%
1Y
-28.9%

BFAM: Employer Childcare Demand And Ongoing Buybacks Will Support Future Upside

Analysts have trimmed their average price target on Bright Horizons Family Solutions to $100, with reductions from several firms reflecting more muted guidance. They still point to corporate childcare as a useful hiring and retention tool in a tight labor market.
PRDO
US$35.70
Perdoceo Education
7D
-4.9%
1Y
38.3%
PXED
US$29.17
Phoenix Education Partners
7D
-7.0%
1Y
n/a
CVSA
US$114.26
Covista
7D
-3.1%
1Y
11.2%

Health Care Workforce Shortages And Digital Learning Will Support This Bullish Long Term Thesis

Catalysts About Covista Covista provides higher education programs focused on health care and related professional fields. What are the underlying business or industry changes driving this perspective?
DUOL
US$90.53
Duolingo
7D
-6.2%
1Y
-71.4%
SCI
US$83.40
Service Corporation International
7D
-1.6%
1Y
11.0%
DAO
US$10.00
Youdao
7D
6.3%
1Y
47.5%

DAO: Citi Upgrade And Completed Buyback Will Support Future Upside Potential

Analysts have trimmed their price target on Youdao from about $16.59 to about $14.93, citing updated views on discount rates, revenue growth, profit margins and future P/E assumptions reflected in recent research. Analyst Commentary Recent research commentary frames the trimmed price target for Youdao within a still supportive backdrop, with some readers likely to focus on where the more optimistic voices see potential upside.
ADT
US$6.83
ADT
7D
3.2%
1Y
-11.2%

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.
EDU
US$57.20
New Oriental Education & Technology Group
7D
1.4%
1Y
34.4%

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$167.99
Grand Canyon Education
7D
-2.0%
1Y
-1.4%
HRB
US$30.87
H&R Block
7D
-4.1%
1Y
-45.9%

HRB: Lower Street Expectations Will Spotlight Cash Generation And Tax Season Technology Upgrades

Analysts have trimmed their price targets on H&R Block by between $12 and $16 per share, citing updated views on the stock that are consistent with only marginal shifts in fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research reflects recalibrated price targets on H&R Block that are broadly aligned with only modest shifts in core assumptions, including fair value, discount rates, revenue growth, profit margins, and future P/E expectations.
OSW
US$24.68
OneSpaWorld Holdings
7D
5.1%
1Y
44.0%

OSW: AI Initiatives And Operational Moats Will Support Future Upside

Analysts have nudged the fair value estimate for OneSpaWorld Holdings to $26.60 from $25.75, reflecting updated assumptions around discount rates, long term margins, and future P/E levels, supported by recent research that highlights resilient demand, perceived operational moats, and potential benefits from AI initiatives. Analyst Commentary Bullish analysts have recently updated their views on OneSpaWorld Holdings, focusing on how margin assumptions, discount rates, and future P/E levels feed into fair value estimates.
KLC
US$2.90
KinderCare Learning Companies
7D
19.3%
1Y
-73.4%
LLYV.K
US$100.83
Liberty Live Holdings
7D
3.9%
1Y
48.6%