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U.S. Leisure Industry Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies48
  • 7D8.4%
  • 3M20.2%
  • 1Y25.9%
  • YTD8.4%

The Leisure industry is up 8.4% in the last week, with Brunswick up 15%. In the last 12 months, the industry was up 26%. As for the next few years, earnings are expected to grow by 50% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 12 Jan 2026US$45.3bUS$36.5b-US$1,888,878,994.0026.1x-24x1.2x
Wed, 10 Dec 2025US$41.1bUS$36.5b-US$1,884,848,012.9922x-21.8x1.1x
Fri, 07 Nov 2025US$39.0bUS$36.6b-US$1,880,925,292.5823.4x-20.7x1.1x
Sun, 05 Oct 2025US$28.4bUS$32.3b-US$969,448,977.4623.1x-29.3x0.9x
Tue, 02 Sep 2025US$27.5bUS$32.3b-US$962,561,076.9824.1x-28.6x0.9x
Thu, 31 Jul 2025US$27.5bUS$32.3b-US$910,604,915.9721.3x-30.2x0.9x
Sat, 28 Jun 2025US$35.4bUS$36.8b-US$277,139,040.9919.4x-127.8x1x
Mon, 26 May 2025US$32.9bUS$36.8b-US$258,015,665.1618.3x-127.6x0.9x
Wed, 23 Apr 2025US$28.0bUS$37.1b-US$223,369,566.2917.1x-125.4x0.8x
Fri, 21 Mar 2025US$34.5bUS$37.1b-US$225,377,714.6817.4x-153x0.9x
Sun, 16 Feb 2025US$37.7bUS$37.3bUS$157.7m18.4x239.1x1x
Tue, 14 Jan 2025US$36.3bUS$38.0bUS$463.8m15.6x78.4x1x
Thu, 12 Dec 2024US$41.5bUS$39.2bUS$234.4m17.7x176.9x1.1x
Sat, 09 Nov 2024US$42.8bUS$40.7bUS$515.7m18.9x82.9x1.1x
Mon, 07 Oct 2024US$43.9bUS$42.0bUS$169.4m18.5x259.3x1x
Wed, 04 Sep 2024US$43.2bUS$42.0bUS$176.2m17.7x245.4x1x
Fri, 02 Aug 2024US$45.0bUS$42.6bUS$132.1m19.1x340.6x1.1x
Sun, 30 Jun 2024US$40.6bUS$43.4b-US$145,440,629.5717.1x-279.4x0.9x
Tue, 28 May 2024US$42.2bUS$43.4b-US$154,878,786.3518.5x-272.4x1x
Thu, 25 Apr 2024US$43.0bUS$44.2b-US$286,027,352.9917.9x-150.5x1x
Sat, 23 Mar 2024US$43.9bUS$44.9b-US$333,806,110.4418.9x-131.6x1x
Mon, 19 Feb 2024US$43.0bUS$45.2b-US$194,497,895.3617.2x-221.3x1x
Wed, 17 Jan 2024US$42.5bUS$45.9bUS$925.6m15.9x45.9x0.9x
Fri, 15 Dec 2023US$43.1bUS$45.9bUS$919.7m15.9x46.8x0.9x
Sun, 12 Nov 2023US$38.7bUS$46.0bUS$891.8m12.6x43.4x0.8x
Tue, 10 Oct 2023US$44.0bUS$46.5bUS$1.5b14.3x28.4x0.9x
Thu, 07 Sep 2023US$48.7bUS$46.5bUS$1.5b13.6x31.5x1x
Sat, 05 Aug 2023US$49.3bUS$46.6bUS$1.5b14.4x31.9x1.1x
Mon, 03 Jul 2023US$48.7bUS$47.1bUS$2.1b13.5x22.8x1x
Wed, 31 May 2023US$43.7bUS$45.9bUS$2.2b12.3x19.7x1x
Fri, 28 Apr 2023US$45.8bUS$46.0bUS$2.9b10.5x15.6x1x
Sun, 26 Mar 2023US$42.6bUS$45.8bUS$3.0b10.1x14.1x0.9x
Tue, 21 Feb 2023US$48.2bUS$45.9bUS$3.2b11.3x15.2x1.1x
Thu, 19 Jan 2023US$50.4bUS$50.0bUS$691.2m11.7x73x1x
Price to Earnings Ratio

73x


Total Market Cap: US$50.4bTotal Earnings: US$691.2mTotal Revenue: US$50.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -6.2x202420252026
Current Industry PE
  • Investors are optimistic on the American Leisure industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 0.97x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • Total earnings for the Leisure industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 10.0% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market1.88%
Consumer Discretionary5.14%
Leisure8.37%
Leisure Products8.37%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BC BrunswickUS$87.5715.4%
+US$759.6m		38.2%PS1.1x
HAS HasbroUS$86.724.5%
+US$526.3m		52.0%PS2.8x
MAT MattelUS$21.487.2%
+US$447.6m		15.0%PE15.4x
MODG Topgolf Callaway BrandsUS$13.7717.5%
+US$377.0m		63.2%PS0.6x
YETI YETI HoldingsUS$49.3410.0%
+US$350.1m		29.2%PE23.9x

Latest News

PII
US$71.90
Polaris
7D
8.2%
1Y
32.7%
PTON
US$6.84
Peloton Interactive
7D
11.8%
1Y
-22.8%

PTON: Execution On Engagement And Retention Will Drive Future Upside Potential

Analysts have modestly adjusted their outlook on Peloton Interactive, with published price targets now ranging between about US$6.50 and US$8.25. This reflects updated subscriber assumptions and recent earnings model revisions.
BC
US$87.57
Brunswick
7D
15.4%
1Y
38.2%

BC: ACES Technology Rollout And Share Buybacks Will Support Balanced Outlook

Analysts have lifted their price target on Brunswick to about $80 from roughly $75. This reflects updated assumptions around a slightly lower discount rate, modestly different revenue growth and profit margin expectations, and a higher future P/E multiple.
HAS
US$86.72
Hasbro
7D
4.5%
1Y
52.0%

HAS: Pivot Execution And Q3 EPS Beat Will Shape Post 2025 Upside

Analysts have slightly raised their average price target on Hasbro, with one firm moving from $85 to $87. They cite a solid Q3 EPS beat and early progress on the company’s pivot as key supports for the updated view.
MODG
US$13.77
Topgolf Callaway Brands
7D
17.5%
1Y
63.2%

MODG: Planned Topgolf Stake Sale Will Likely Expose Downside Risk

Analysts have lifted their fair value estimate for Topgolf Callaway Brands from about $7.00 to roughly $10.00 per share, citing recent price target increases to as high as $17.50, supportive views on the planned $1.1b Topgolf stake sale, and a focus on the core golf equipment business. Analyst Commentary Recent research has centered on the planned sale of a 60% stake in the Topgolf and Toptracer businesses at an implied valuation of about $1.1b and what that means for Topgolf Callaway Brands' equity story.
YETI
US$49.34
YETI Holdings
7D
10.0%
1Y
29.2%

YETI Holdings (NYSE:YETI) Is Reinvesting At Lower Rates Of Return

Jan 06
YETI Holdings (NYSE:YETI) Is Reinvesting At Lower Rates Of Return
GOLF
US$87.27
Acushnet Holdings
7D
6.3%
1Y
22.1%

GOLF: Ongoing Buybacks And Stable Guidance Will Support Balanced Future Returns

Analysts kept their fair value estimate for Acushnet Holdings steady at about $80, with only very small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions, signaling a largely unchanged price target framework overall. What's in the News The company reiterated revenue guidance for the second half of 2025, with expectations for low single digit revenue growth on a reported basis (Corporate guidance).
MAT
US$21.48
Mattel
7D
7.2%
1Y
15.0%

MAT: Expanded Digital And Licensing Platforms Will Drive Stronger Long-Term Outlook

Analysts have slightly raised their price target on Mattel to approximately $29 per share. This reflects modestly lower growth and margin expectations, offset by a higher anticipated future earnings multiple.
KMRK
US$1.44
K-TECH Solutions
7D
-3.0%
1Y
n/a
VMAR
US$0.20
Vision Marine Technologies
7D
-4.4%
1Y
-99.1%
KBSX
US$1.35
FST
7D
-2.9%
1Y
-80.9%