Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Consumer Services Industry Analysis

UpdatedMay 28, 2026
DataAggregated Company Financials
Companies89
  • 7D-1.4%
  • 3M-4.6%
  • 1Y-25.8%
  • YTD-7.5%

Over the last 7 days, the Consumer Services industry has dropped 1.4%, driven by pullbacks in New Oriental Education & Technology Group and TAL Education Group of 5.9% and 6.6%, respectively. Meanwhile, Driven Brands Holdings actually outperformed within the industry, gaining 9.5% in the last week. However, the industry is down 26% over the past 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
Thu, 28 May 2026US$89.9bUS$56.6bUS$5.5b16.4x16.4x1.6x
Sat, 25 Apr 2026US$95.8bUS$58.9bUS$5.5b16.5x17.3x1.6x
Mon, 23 Mar 2026US$92.8bUS$58.5bUS$5.2b16.9x17.7x1.6x
Wed, 18 Feb 2026US$96.5bUS$58.1bUS$5.6b18.4x17.1x1.7x
Fri, 16 Jan 2026US$102.9bUS$57.9bUS$5.5b17x18.7x1.8x
Sun, 14 Dec 2025US$102.2bUS$58.1bUS$5.4b16.7x18.9x1.8x
Tue, 11 Nov 2025US$106.9bUS$57.9bUS$4.1b15.9x26.2x1.8x
Thu, 09 Oct 2025US$121.4bUS$57.2bUS$4.7b17x26x2.1x
Sat, 06 Sep 2025US$108.3bUS$52.0bUS$5.0b20.2x21.7x2.1x
Mon, 04 Aug 2025US$104.2bUS$51.2bUS$3.0b18.1x34.3x2x
Wed, 02 Jul 2025US$112.5bUS$50.6bUS$2.9b20.8x39.1x2.2x
Fri, 30 May 2025US$116.5bUS$50.6bUS$2.9b20.4x40.7x2.3x
Sun, 27 Apr 2025US$103.0bUS$48.4bUS$2.8b19.1x36.3x2.1x
Tue, 25 Mar 2025US$102.2bUS$48.3bUS$2.9b18.2x35.3x2.1x
Thu, 20 Feb 2025US$115.4bUS$48.3bUS$1.8b20.8x64.6x2.4x
Sat, 18 Jan 2025US$104.2bUS$47.5bUS$1.6b21.7x65.2x2.2x
Mon, 16 Dec 2024US$104.1bUS$47.6bUS$1.6b19.3x65.5x2.2x
Wed, 13 Nov 2024US$105.1bUS$47.6bUS$1.9b18.8x56.1x2.2x
Fri, 11 Oct 2024US$99.1bUS$46.5bUS$1.4b18.2x69.5x2.1x
Sun, 08 Sep 2024US$88.6bUS$46.8bUS$1.5b20.6x60.3x1.9x
Tue, 06 Aug 2024US$87.8bUS$47.2bUS$1.6b20.2x53.6x1.9x
Thu, 04 Jul 2024US$92.0bUS$46.0bUS$1.8b19.7x52.1x2x
Sat, 01 Jun 2024US$94.2bUS$46.4bUS$1.8b21.9x52.9x2x
Mon, 29 Apr 2024US$93.8bUS$43.3bUS$1.5b19.7x62.6x2.2x
Wed, 27 Mar 2024US$94.9bUS$42.7bUS$1.1b19.3x89.3x2.2x
Fri, 23 Feb 2024US$94.6bUS$43.9bUS$1.1b23.2x89.4x2.2x
Sun, 21 Jan 2024US$107.4bUS$47.5bUS$963.7m22.8x111.4x2.3x
Tue, 19 Dec 2023US$110.6bUS$47.6bUS$963.3m21.5x114.8x2.3x
Thu, 16 Nov 2023US$102.2bUS$47.2bUS$780.5m20.9x131x2.2x
Sat, 14 Oct 2023US$92.8bUS$44.6bUS$616.0m18.1x150.7x2.1x
Mon, 11 Sep 2023US$92.8bUS$44.5bUS$634.3m18.8x146.2x2.1x
Wed, 09 Aug 2023US$93.7bUS$44.1bUS$640.0m20.6x146.4x2.1x
Fri, 07 Jul 2023US$88.0bUS$43.1bUS$231.1m23.4x381x2x
Sun, 04 Jun 2023US$88.4bUS$42.9bUS$377.2m24.6x234.3x2.1x
Price to Earnings Ratio

234.3x


Total Market Cap: US$88.4bTotal Earnings: US$377.2mTotal Revenue: US$42.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 76x202420252026
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 76.0x.
  • 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 144% 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 Market1.27%
Consumer Discretionary2.95%
Consumer Services-1.38%
Specialized Consumer Services0.084%
Education Services-2.08%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 111x.
    • 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 34.4x.
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 9.0% 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
DRVN Driven Brands HoldingsUS$14.229.5%
+US$202.9m		-20.0%PE17.9x
UTI Universal Technical InstituteUS$39.406.3%
+US$127.7m		10.2%PE50.8x
LRN StrideUS$90.982.2%
+US$80.4m		-40.0%PE12.4x
OSW OneSpaWorld HoldingsUS$24.452.5%
+US$59.9m		27.6%PE32x
WW WW InternationalUS$15.1552.6%
+US$52.2m		n/aPE0.1x

Latest News

HRB
US$38.68
H&R Block
7D
-2.8%
1Y
-31.2%
OSW
US$24.45
OneSpaWorld Holdings
7D
2.5%
1Y
27.6%
DUOL
US$107.82
Duolingo
7D
0.9%
1Y
-79.4%
BFAM
US$62.53
Bright Horizons Family Solutions
7D
-7.5%
1Y
-51.5%
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$39.40
Universal Technical Institute
7D
6.3%
1Y
10.2%
ADT
US$6.83
ADT
7D
-2.1%
1Y
-16.8%
TAL
US$9.78
TAL Education Group
7D
-6.6%
1Y
-5.9%
Seeking Alpha • May 23

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
LOPE
US$151.88
Grand Canyon Education
7D
-4.3%
1Y
-22.3%
DRVN
US$14.22
Driven Brands Holdings
7D
9.5%
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
CVSA
US$122.54
Covista
7D
-2.8%
1Y
-7.6%
LRN
US$90.98
Stride
7D
2.2%
1Y
-40.0%
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).
EDU
US$47.01
New Oriental Education & Technology Group
7D
-5.9%
1Y
-0.7%
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.
WW
US$15.15
WW International
7D
52.6%
1Y
n/a
GHC
US$1,114.09
Graham Holdings
7D
0.9%
1Y
19.9%
FTDR
US$61.97
Frontdoor
7D
-1.7%
1Y
12.7%
Analysis Article • May 08

Frontdoor's (NASDAQ:FTDR) Earnings Seem To Be Promising

Frontdoor, Inc. ( NASDAQ:FTDR ) announced a healthy earnings result recently, and the market rewarded it with a strong...
PXED
US$29.98
Phoenix Education Partners
7D
4.6%
1Y
n/a