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U.S. Consumer Services Industry Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies90
  • 7D-1.1%
  • 3M-1.7%
  • 1Y-25.4%
  • YTD-7.2%

Over the last 7 days, the Consumer Services industry has dropped 1.2%, driven by pullbacks in New Oriental Education & Technology Group and TAL Education Group of 8.8% and 9.5%, respectively. However, the industry is down 25% over the past year. 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
Sun, 24 May 2026US$90.0bUS$56.6bUS$5.5b16.2x16.5x1.6x
Tue, 21 Apr 2026US$100.5bUS$58.5bUS$5.2b17.2x19.2x1.7x
Thu, 19 Mar 2026US$95.2bUS$58.5bUS$5.2b16.9x18.2x1.6x
Sat, 14 Feb 2026US$97.1bUS$58.1bUS$5.7b18.4x17.2x1.7x
Mon, 12 Jan 2026US$105.1bUS$57.9bUS$5.5b17.1x19x1.8x
Wed, 10 Dec 2025US$101.2bUS$58.4bUS$5.5b15.9x18.4x1.7x
Fri, 07 Nov 2025US$110.8bUS$57.2bUS$3.7b16.8x30x1.9x
Sun, 05 Oct 2025US$122.4bUS$56.3bUS$4.5b18.3x27x2.2x
Tue, 02 Sep 2025US$108.7bUS$52.0bUS$5.0b20.2x21.9x2.1x
Thu, 31 Jul 2025US$103.8bUS$50.7bUS$2.9b18.3x35.4x2x
Sat, 28 Jun 2025US$111.4bUS$50.6bUS$2.9b20.5x38.7x2.2x
Mon, 26 May 2025US$115.8bUS$50.6bUS$2.9b19.4x40.4x2.3x
Wed, 23 Apr 2025US$96.9bUS$48.1bUS$2.9b18.7x33.7x2x
Fri, 21 Mar 2025US$104.3bUS$48.3bUS$3.0b18.4x34.3x2.2x
Sun, 16 Feb 2025US$115.4bUS$48.3bUS$1.8b20.6x64.6x2.4x
Tue, 14 Jan 2025US$100.8bUS$47.5bUS$1.6b20.6x63x2.1x
Thu, 12 Dec 2024US$106.2bUS$47.6bUS$1.6b19.4x67.2x2.2x
Sat, 09 Nov 2024US$105.1bUS$47.6bUS$1.9b19.2x56.1x2.2x
Mon, 07 Oct 2024US$97.9bUS$44.0bUS$1.4b18.4x71.4x2.2x
Wed, 04 Sep 2024US$91.5bUS$46.7bUS$1.5b21.1x62.3x2x
Fri, 02 Aug 2024US$92.6bUS$46.6bUS$1.6b20.8x57.1x2x
Sun, 30 Jun 2024US$92.1bUS$46.0bUS$1.8b21x51.9x2x
Tue, 28 May 2024US$93.3bUS$46.5bUS$1.8b22.3x52.4x2x
Thu, 25 Apr 2024US$93.6bUS$43.2bUS$1.2b19.2x79.7x2.2x
Sat, 23 Mar 2024US$96.1bUS$42.7bUS$1.1b18.9x89.4x2.3x
Mon, 19 Feb 2024US$96.8bUS$43.9bUS$1.1b22.9x91.4x2.2x
Wed, 17 Jan 2024US$109.8bUS$47.6bUS$958.7m21.7x114.5x2.3x
Fri, 15 Dec 2023US$112.0bUS$47.6bUS$961.7m21.6x116.4x2.4x
Sun, 12 Nov 2023US$98.8bUS$45.6bUS$815.3m20.7x121.2x2.2x
Tue, 10 Oct 2023US$94.0bUS$44.6bUS$619.0m18.1x151.9x2.1x
Thu, 07 Sep 2023US$94.0bUS$44.5bUS$633.5m19.1x148.4x2.1x
Sat, 05 Aug 2023US$95.7bUS$44.1bUS$644.3m23x148.6x2.2x
Mon, 03 Jul 2023US$87.6bUS$42.8bUS$239.5m23.9x365.9x2x
Wed, 31 May 2023US$85.5bUS$42.8bUS$381.5m23.2x224.1x2x
Price to Earnings Ratio

224.1x


Total Market Cap: US$85.5bTotal Earnings: US$381.5mTotal Revenue: US$42.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 76.8x202420252026
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 16.4x which is lower than its 3-year average PE of 76.8x.
  • 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 143% 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 Market1.06%
Consumer Discretionary1.69%
Consumer Services-1.07%
Specialized Consumer Services1.01%
Education Services-2.07%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 110x.
    • Analysts are expecting annual earnings growth of 15.0%, which is higher than its past year's earnings growth of 10.2% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 34.5x.
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 10% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 8.8% 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
HRB H&R BlockUS$38.894.4%
+US$207.9m		-32.7%PE6.7x
LAUR Laureate EducationUS$33.123.1%
+US$140.0m		51.6%PE16.6x
DRVN Driven Brands HoldingsUS$13.775.9%
+US$133.2m		-20.0%PE17.3x
MH McGraw HillUS$12.035.3%
+US$116.5m		n/aPS1.1x
DAO YoudaoUS$12.968.0%
+US$115.8m		40.0%PE153.6x

Latest News

DAO
US$12.96
Youdao
7D
8.0%
1Y
40.0%
LAUR
US$33.12
Laureate Education
7D
3.1%
1Y
51.6%
ADT
US$6.97
ADT
7D
2.0%
1Y
-15.2%
TAL
US$9.77
TAL Education Group
7D
-9.5%
1Y
-11.1%
Seeking Alpha • 21h

TAL: Sit On The Fence Amid Uncertainty

Summary TAL Education faces structural headwinds from Chinese education reforms, with future revenue growth likely to slow as exam difficulty and academic stigma decline. Despite strong recent growth and a robust cash position, TAL trades at a premium that does not reflect mounting uncertainty and maturing industry fundamentals. Management’s disciplined cost control, investments in revenue growth and buyback program support near-term value, but the growth is already declining and interest income is set to shrink. My current stance is neutral: maintain existing positions, monitor for a correction, and consider adding only if the market prices in future risks. Read the full article on Seeking Alpha
HRB
US$38.89
H&R Block
7D
4.4%
1Y
-32.7%
Narrative Update • May 23

HRB: 2026 Guidance And Completed Buybacks Will Support Future Upside

Analysts have trimmed their 12 month price target for H&R Block to $50, reflecting updated views on lower profit margin assumptions and a higher future P/E multiple, while keeping the fair value estimate steady at $50. What's in the News H&R Block raised earnings guidance for Fiscal Year 2026, now expecting revenue between US$3.910b and US$3.920b, with the midpoint described as a 4.1% year over year change in revenue (Corporate Guidance).
KLC
US$3.58
KinderCare Learning Companies
7D
-10.9%
1Y
-69.5%
DRVN
US$13.77
Driven Brands Holdings
7D
5.9%
1Y
-20.0%
Seeking Alpha • May 21

Driven Brands Holdings: Hard To Stay Bullish Due To Fundamental Weakness (Rating Downgrade)

Summary Driven Brands Holdings is downgraded from buy to hold as the equity story loses clarity despite balance sheet improvements. Take 5’s Q4 SSSG remains healthy at 4.3%, but post-quarter moderation—especially among value-oriented customers—raises concerns about growth durability. Franchise Brands continues to underperform, with negative SSSG and persistent weakness in discretionary collision repairs, notably Maaco. DRVN trades at 8.7x forward EBITDA and ~10x FY26 earnings, but a re-rating requires clearer evidence of sustained growth in both Take 5 and Franchise Brands. Read the full article on Seeking Alpha
MH
US$12.03
McGraw Hill
7D
5.3%
1Y
n/a
CVSA
US$125.15
Covista
7D
1.8%
1Y
-2.6%
SUPX
US$12.26
SuperX AI Technology
7D
16.3%
1Y
26.3%
DUOL
US$106.61
Duolingo
7D
-4.9%
1Y
-79.5%
APEI
US$51.50
American Public Education
7D
-3.4%
1Y
75.7%
Seeking Alpha • May 19

American Public Education's Future Looks Bright

Summary American Public Education operates in a niche for-profit education, targeting military and healthcare sectors with expanding online and campus-based offerings. APEI projects 9%–12% annualized revenue growth through 2029, aiming for $890 million–$1 billion in revenue and $182 million–$200 million in EBITDA, supported by recent profit and cash flow improvements. The company’s robust $132.7 million net cash position and scalable campus model underpin its growth strategy and provide resilience. APEI receives a 'Buy' rating, contingent on management achieving ambitious growth targets, with a potential 19%–21.1% annualized upside versus current multiples. Read the full article on Seeking Alpha
SCI
US$77.39
Service Corporation International
7D
-0.5%
1Y
0.8%
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
EDU
US$46.43
New Oriental Education & Technology Group
7D
-8.8%
1Y
-0.04%
Narrative Update • May 17

EDU: Lower Discount Rate And Buybacks Will Support Higher Earnings Multiple

Analysts have increased their price target on New Oriental Education & Technology Group by $1.90, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, which slightly adjust their longer term outlook for the stock. Analyst Commentary Recent research around the US$1.90 price target adjustment focuses less on short term trading and more on how updated assumptions for discount rate, revenue growth, profit margins, and future P/E feed into a refreshed valuation framework for New Oriental Education & Technology Group.
BFAM
US$67.75
Bright Horizons Family Solutions
7D
-1.2%
1Y
-47.7%
LLYV.K
US$98.25
Liberty Live Holdings
7D
-1.3%
1Y
27.8%