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U.S. Consumer Services Industry Analysis

UpdatedAug 12, 2026
DataAggregated Company Financials
Companies88
  • 7D-4.1%
  • 3M3.1%
  • 1Y-14.6%
  • YTD-1.5%

Over the last 7 days, the Consumer Services industry has dropped 2.9%, driven by Universal Technical Institute declining 40%. On the other hand Frontdoor is actually up 8.9%. The industry has fallen 12% in the last 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
Wed, 12 Aug 2026US$94.2bUS$57.6bUS$4.9b13.1x19.1x1.6x
Fri, 10 Jul 2026US$94.6bUS$56.7bUS$5.4b16.9x17.5x1.7x
Sun, 07 Jun 2026US$89.5bUS$56.6bUS$5.5b16.4x16.4x1.6x
Tue, 05 May 2026US$97.0bUS$59.1bUS$5.5b16.3x17.5x1.6x
Thu, 02 Apr 2026US$96.1bUS$58.5bUS$5.2b18.2x18.4x1.6x
Sat, 28 Feb 2026US$97.8bUS$58.5bUS$5.3b18.3x18.3x1.7x
Mon, 26 Jan 2026US$102.9bUS$57.9bUS$5.5b17.3x18.7x1.8x
Wed, 24 Dec 2025US$102.7bUS$57.9bUS$5.5b16.6x18.6x1.8x
Fri, 21 Nov 2025US$103.9bUS$60.4bUS$4.0b15.7x25.7x1.7x
Sun, 19 Oct 2025US$120.9bUS$57.3bUS$4.7b17.5x25.9x2.1x
Tue, 16 Sep 2025US$112.2bUS$52.0bUS$5.0b19x22.5x2.2x
Thu, 14 Aug 2025US$108.6bUS$52.2bUS$4.8b16.9x22.6x2.1x
Sat, 12 Jul 2025US$109.6bUS$50.6bUS$2.9b19.1x38.2x2.2x
Mon, 09 Jun 2025US$116.1bUS$50.6bUS$2.9b19.9x40.4x2.3x
Wed, 07 May 2025US$113.3bUS$50.5bUS$2.8b19x40.5x2.2x
Fri, 04 Apr 2025US$107.0bUS$48.1bUS$2.9b18.3x36.9x2.2x
Sun, 02 Mar 2025US$106.1bUS$48.3bUS$2.9b18.5x36.3x2.2x
Tue, 28 Jan 2025US$104.1bUS$47.9bUS$1.6b20.7x63.2x2.2x
Thu, 26 Dec 2024US$102.8bUS$47.7bUS$1.6b19.3x64.5x2.2x
Sat, 23 Nov 2024US$102.9bUS$47.6bUS$1.7b19.4x60.3x2.2x
Mon, 21 Oct 2024US$97.3bUS$46.5bUS$1.4b20x67.5x2.1x
Wed, 18 Sep 2024US$90.0bUS$43.9bUS$1.4b20.2x66.4x2x
Fri, 16 Aug 2024US$90.9bUS$46.4bUS$1.4b20x63.1x2x
Sun, 14 Jul 2024US$92.0bUS$46.1bUS$1.8b19.9x52x2x
Tue, 11 Jun 2024US$91.3bUS$46.4bUS$1.8b19.8x51.1x2x
Thu, 09 May 2024US$96.7bUS$43.7bUS$1.7b20.2x57.9x2.2x
Sat, 06 Apr 2024US$92.2bUS$42.5bUS$1.1b19.8x83.2x2.2x
Mon, 04 Mar 2024US$100.2bUS$42.7bUS$1.0b19.4x96.1x2.3x
Wed, 31 Jan 2024US$109.3bUS$48.0bUS$1.0b21.4x105.5x2.3x
Fri, 29 Dec 2023US$111.5bUS$47.6bUS$958.1m21.3x116.3x2.3x
Sun, 26 Nov 2023US$105.6bUS$47.6bUS$929.0m20.8x113.7x2.2x
Tue, 24 Oct 2023US$91.9bUS$44.6bUS$616.2m17.4x149.1x2.1x
Thu, 21 Sep 2023US$92.3bUS$44.6bUS$667.5m18.8x138.3x2.1x
Sat, 19 Aug 2023US$91.1bUS$44.2bUS$640.5m18.8x142.2x2.1x
Price to Earnings Ratio

142.2x


Total Market Cap: US$91.1bTotal Earnings: US$640.5mTotal Revenue: US$44.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 56.6x202420252026
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 19.6x which is lower than its 3-year average PE of 56.6x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Consumer Services industry have grown 97% per year over the last three years.
  • Revenues for these companies have grown 9.2% 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 Market0.091%
Consumer Discretionary-0.26%
Consumer Services-4.10%
Specialized Consumer Services-2.89%
Education Services-4.70%
Industry PE
  • Investors are most optimistic about the Specialized Consumer Services industry even though it's trading below its 3-year average PE ratio of 31.4x.
    • Analysts are expecting annual earnings growth of 13.6%, which is higher than its past year's earnings growth of 0.5% per year.
  • Investors are most pessimistic about the Education Services industry, which is trading below its 3-year average of 119x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is better than its past earnings growth rate of 0.5% per year.
  • In contrast, the Education Services industry is expected to see its earnings grow by 12% 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
FTDR FrontdoorUS$83.588.9%
+US$367.2m		46.6%PE21x
DAO YoudaoUS$18.369.8%
+US$197.8m		106.8%PE216x
TAL TAL Education GroupUS$12.161.4%
+US$94.3m		6.9%PE7.4x
HRB H&R BlockUS$46.671.3%
+US$76.1m		-9.4%PE8x
COE 51Talk Online Education GroupUS$20.006.6%
+US$7.4m		-40.1%PS1.1x

Latest News

LINC
US$30.38
Lincoln Educational Services
7D
-29.6%
1Y
50.5%
COE
US$20.00
51Talk Online Education Group
7D
6.6%
1Y
-40.1%
FTDR
US$83.58
Frontdoor
7D
8.9%
1Y
46.6%
SCI
US$83.35
Service Corporation International
7D
-2.6%
1Y
3.2%
DRVN
US$12.34
Driven Brands Holdings
7D
-16.9%
1Y
-26.5%
UTI
US$25.49
Universal Technical Institute
7D
-39.6%
1Y
-4.0%
TAL
US$12.16
TAL Education Group
7D
1.4%
1Y
6.9%
Analysis Article • Aug 07

Statutory Earnings May Not Be The Best Way To Understand TAL Education Group's (NYSE:TAL) True Position

TAL Education Group ( NYSE:TAL ) recently released a strong earnings report, and the market responded by raising the...
DAO
US$18.36
Youdao
7D
9.8%
1Y
106.8%
LOPE
US$144.38
Grand Canyon Education
7D
-4.3%
1Y
-27.1%
Analysis Article • Aug 06

Investors Can Find Comfort In Grand Canyon Education's (NASDAQ:LOPE) Earnings Quality

Investors were disappointed with the weak earnings posted by Grand Canyon Education, Inc. ( NASDAQ:LOPE ). However, our...
ADT
US$7.45
ADT
7D
-5.0%
1Y
-12.5%
COUR
US$5.69
Coursera
7D
-6.7%
1Y
-51.7%
BFAM
US$71.52
Bright Horizons Family Solutions
7D
-5.4%
1Y
-39.4%
Narrative Update • Aug 05

BFAM: Buybacks And Backup Care Will Support Future Upside Potential

Bright Horizons Family Solutions' analyst fair value estimate has been reduced from $105.00 to $99.00 as analysts factor in lower near term growth expectations and recent price target trims toward $68 and $88, which highlight headwinds in certain segments alongside relative resilience in backup care. Analyst Commentary Recent research on Bright Horizons Family Solutions has sent mixed signals, yet there are clear pockets of optimism that investors should understand.
RYET
US$1.10
Ruanyun Edai Technology
7D
6.8%
1Y
-30.8%
HRB
US$46.67
H&R Block
7D
1.3%
1Y
-9.4%
Narrative Update • Jul 29

HRB: Raised Guidance And Easing AI Fears Will Shape Measured Upside Potential

Analysts have lifted their fair value estimate for H&R Block from $39.50 to $42.00, citing recent estimate beats, guidance updates, easing concerns around AI risk, and expectations that the stock's P/E multiple could move closer to its historical average. They also continue to flag uncertainty around the timing and extent of any potential multiple recovery.
RGS
US$27.32
Regis
7D
3.1%
1Y
41.3%
Seeking Alpha • Jul 07

Regis Corporation: Cutting The Dead Ends Out Of A Profitable Franchise Network

Summary Regis Corporation is a deeply mispriced turnaround, with an intrinsic value estimate of $86.85, offering ~200%+ upside (BUY). RGS’s investment thesis centers on successful debt refinancing, continued store pruning, and operational leverage from a resilient core franchise network. Key catalysts include imminent debt refinancing, ongoing same-store sales growth, and new management with turnaround experience and activist involvement. Risks include failure to refinance, misjudged price elasticity, further store closures beyond base case, and exposure to SOFR rate shocks. Read the full article on Seeking Alpha
YQ
US$2.36
17 Education & Technology Group
7D
15.1%
1Y
21.0%