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U.S. Leisure Industry Analysis

UpdatedJan 19, 2026
DataAggregated Company Financials
Companies48
  • 7D1.0%
  • 3M17.5%
  • 1Y21.3%
  • YTD9.4%

Last week, the Leisure industry hasn't moved much but Acushnet Holdings is up 5.3% in that time. As for the the longer term, the industry is up 21% over the past 12 months. Looking forward, earnings are forecast to grow by 49% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 19 Jan 2026US$45.7bUS$36.5b-US$1,892,054,783.0027.2x-24.2x1.3x
Wed, 17 Dec 2025US$41.8bUS$36.5b-US$1,886,687,701.0022.5x-22.1x1.1x
Fri, 14 Nov 2025US$39.7bUS$36.5b-US$1,880,502,895.3622.8x-21.1x1.1x
Sun, 12 Oct 2025US$26.2bUS$32.3b-US$969,409,506.8220.6x-27x0.8x
Tue, 09 Sep 2025US$28.0bUS$32.3b-US$968,523,222.6324.6x-28.9x0.9x
Thu, 07 Aug 2025US$26.7bUS$32.3b-US$940,512,961.5323.3x-28.4x0.8x
Sat, 05 Jul 2025US$37.9bUS$36.8b-US$276,917,049.7419.8x-136.8x1x
Mon, 02 Jun 2025US$33.3bUS$36.8b-US$258,015,475.9818.3x-128.9x0.9x
Wed, 30 Apr 2025US$30.6bUS$36.9b-US$304,152,741.8718.7x-100.7x0.8x
Fri, 28 Mar 2025US$34.4bUS$37.1b-US$226,355,122.8217.9x-152.1x0.9x
Sun, 23 Feb 2025US$37.9bUS$37.1bUS$1.2b21.2x31.9x1x
Tue, 21 Jan 2025US$36.6bUS$38.0bUS$462.0m15.8x79.2x1x
Thu, 19 Dec 2024US$39.5bUS$39.2bUS$234.6m16.3x168.5x1x
Sat, 16 Nov 2024US$41.4bUS$40.7bUS$482.9m17.9x85.6x1x
Mon, 14 Oct 2024US$44.3bUS$42.0bUS$169.5m19x261.5x1.1x
Wed, 11 Sep 2024US$41.7bUS$42.0bUS$172.8m17.3x241.5x1x
Fri, 09 Aug 2024US$41.4bUS$42.3bUS$129.3m16.9x319.9x1x
Sun, 07 Jul 2024US$39.3bUS$43.4b-US$145,480,864.0016.8x-270.1x0.9x
Tue, 04 Jun 2024US$43.0bUS$43.4b-US$154,876,164.4419.6x-277.9x1x
Thu, 02 May 2024US$42.4bUS$43.8b-US$341,987,981.8816.8x-124x1x
Sat, 30 Mar 2024US$45.3bUS$44.9b-US$333,954,378.3919.3x-135.5x1x
Mon, 26 Feb 2024US$42.9bUS$45.1b-US$226,466,730.1417.5x-189.3x1x
Wed, 24 Jan 2024US$43.4bUS$45.9bUS$925.6m16.5x46.9x0.9x
Fri, 22 Dec 2023US$44.7bUS$45.9bUS$919.6m16.2x48.6x1x
Sun, 19 Nov 2023US$40.3bUS$46.0bUS$951.6m12.8x42.4x0.9x
Tue, 17 Oct 2023US$43.3bUS$46.5bUS$1.5b14.1x28x0.9x
Thu, 14 Sep 2023US$47.4bUS$46.5bUS$1.5b14.3x30.6x1x
Sat, 12 Aug 2023US$49.4bUS$46.5bUS$1.6b16.1x31x1.1x
Mon, 10 Jul 2023US$48.5bUS$47.1bUS$2.1b13.3x22.7x1x
Wed, 07 Jun 2023US$46.0bUS$47.2bUS$2.1b12.5x21.4x1x
Fri, 05 May 2023US$45.7bUS$45.9bUS$2.4b11.2x19.3x1x
Sun, 02 Apr 2023US$45.4bUS$45.7bUS$3.0b11x15x1x
Tue, 28 Feb 2023US$46.3bUS$45.9bUS$3.1b11x15.2x1x
Thu, 26 Jan 2023US$51.5bUS$50.0bUS$691.1m12x74.5x1x
Price to Earnings Ratio

74.5x


Total Market Cap: US$51.5bTotal Earnings: US$691.1mTotal Revenue: US$50.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -6.8x202420252026
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 0.98x is lower than the industry's current PS ratio of 1.3x.
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 9.9% per year, which is driving profits down.

Industry Trends

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

US Market-0.29%
Consumer Discretionary-2.23%
Leisure0.96%
Leisure Products0.96%
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
GOLF Acushnet HoldingsUS$91.885.3%
+US$270.4m		24.6%PE24.2x
CALY Callaway GolfUS$15.149.9%
+US$251.9m		87.8%PS0.7x
YETI YETI HoldingsUS$50.772.9%
+US$111.3m		36.1%PE24.6x
BC BrunswickUS$88.641.2%
+US$69.6m		31.4%PS1.1x
SWIM Latham GroupUS$6.672.1%
+US$16.3m		-1.0%PS1.5x

Latest News

CALY
US$15.14
Callaway Golf
7D
9.9%
1Y
87.8%
PTON
US$6.33
Peloton Interactive
7D
-7.5%
1Y
-23.5%
SWIM
US$6.67
Latham Group
7D
2.1%
1Y
-1.0%

Investors Aren't Entirely Convinced By Latham Group, Inc.'s (NASDAQ:SWIM) Revenues

Jan 14
Investors Aren't Entirely Convinced By Latham Group, Inc.'s (NASDAQ:SWIM) Revenues
BC
US$88.64
Brunswick
7D
1.2%
1Y
31.4%
MAT
US$21.04
Mattel
7D
-2.0%
1Y
17.3%
FNKO
US$3.62
Funko
7D
-1.4%
1Y
-72.5%
MCFT
US$22.34
MasterCraft Boat Holdings
7D
4.5%
1Y
21.7%

MCFT: Future Returns Will Balance Share Repurchases Against Marine Market Challenges

Analysts have lifted their price target on MasterCraft Boat Holdings to $21 from $17, citing the company's solid financial position and ongoing share repurchases as helpful offsets to a still challenging marine OEM backdrop. Analyst Commentary Recent research keeps MasterCraft Boat Holdings in neutral territory, even with the price target lifted to US$21 from US$17.
PII
US$69.95
Polaris
7D
-2.7%
1Y
26.1%
MBUU
US$33.60
Malibu Boats
7D
2.5%
1Y
-5.4%

MBUU: Investor Day Plans And Buyback Expansion Will Support Future Upside Potential

Narrative Update The analyst price target for Malibu Boats has been reduced by about $2.70 per share, reflecting analysts' updated view of softer revenue growth and profit margins, partially offset by a slightly lower discount rate and a higher assumed future P/E multiple. Analyst Commentary Bullish analysts point to management's recent Investor Day as a key support for their updated views on Malibu Boats, even as headline price targets move in different directions.
SWBI
US$10.72
Smith & Wesson Brands
7D
-0.6%
1Y
3.8%

SWBI: Stable Assumptions Will Likely Support Future Upside Potential

Analysts have maintained their fair value estimate for Smith & Wesson Brands at US$13.50, making only slight adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that support the unchanged price target. Valuation Changes Fair Value: Unchanged at US$13.50 per share, reflecting the same overall valuation outcome as before.
HAS
US$86.20
Hasbro
7D
-0.6%
1Y
50.3%

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.
YETI
US$50.77
YETI Holdings
7D
2.9%
1Y
36.1%

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$91.88
Acushnet Holdings
7D
5.3%
1Y
24.6%

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).
JAKK
US$19.38
JAKKS Pacific
7D
6.8%
1Y
-30.0%

JAKK: Long Term Licensing Agreements Will Support Future Margin Expansion Potential

Analysts have kept their JAKKS Pacific fair value estimate unchanged at US$28.50, with only marginal tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions supporting a stable overall price target view. What's in the News JAKKS Pacific renewed its partnership with SEGA of America for the core Sonic the Hedgehog Collection, keeping JAKKS as the lead global toy partner and extending the multi year agreement through 2029, covering action figures, playsets, vehicles, plush, collectibles, and more (Key Developments).
KMRK
US$1.35
K-TECH Solutions
7D
-5.9%
1Y
n/a
TRON
US$1.57
Tron
7D
-8.2%
1Y
248.9%