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U.S. Leisure Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies48
  • 7D2.8%
  • 3M-2.1%
  • 1Y-3.6%
  • YTD8.3%

Mattel is up 5.9%, leading the way for the Leisure industry, which has gained 2.8%. Meanwhile, Peloton Interactive actually underperformed within the industry, shrinking 9.7% in the last week. However, the industry is down 3.6% over the past year. 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
Tue, 25 Nov 2025US$39.2bUS$36.5b-US$1,877,939,097.3322.1x-20.9x1.1x
Thu, 23 Oct 2025US$28.5bUS$32.1b-US$1,063,476,497.1522.4x-26.8x0.9x
Sat, 20 Sep 2025US$27.4bUS$32.3b-US$969,586,352.3924.9x-28.3x0.8x
Mon, 18 Aug 2025US$27.6bUS$32.2b-US$999,730,055.7722.1x-27.6x0.9x
Wed, 16 Jul 2025US$37.4bUS$36.8b-US$276,844,586.6920.1x-135.2x1x
Fri, 13 Jun 2025US$35.3bUS$36.8b-US$258,091,557.1518.8x-136.8x1x
Sun, 11 May 2025US$31.6bUS$36.9b-US$214,150,409.8618.1x-147.8x0.9x
Tue, 08 Apr 2025US$29.9bUS$37.1b-US$226,488,907.6416.1x-132x0.8x
Thu, 06 Mar 2025US$34.7bUS$37.1b-US$252,226,241.5417.5x-137.5x0.9x
Sat, 01 Feb 2025US$36.9bUS$37.2bUS$218.7m19x168.9x1x
Mon, 30 Dec 2024US$37.5bUS$39.2bUS$234.5m16.1x159.7x1x
Wed, 27 Nov 2024US$43.1bUS$40.7bUS$461.3m18.3x93.5x1.1x
Fri, 25 Oct 2024US$41.6bUS$40.8bUS$593.1m18.2x70.1x1x
Sun, 22 Sep 2024US$44.0bUS$42.0bUS$169.3m18x259.6x1x
Tue, 20 Aug 2024US$43.0bUS$42.3bUS$208.0m16.8x206.9x1x
Thu, 18 Jul 2024US$43.2bUS$43.4b-US$145,209,114.2418.5x-297.4x1x
Sat, 15 Jun 2024US$41.6bUS$43.4b-US$154,800,207.1618.7x-269x1x
Mon, 13 May 2024US$43.2bUS$43.4b-US$153,326,848.3519.3x-281.5x1x
Wed, 10 Apr 2024US$44.7bUS$44.9b-US$333,772,553.8718.7x-133.9x1x
Fri, 08 Mar 2024US$42.8bUS$45.1b-US$311,948,118.6417.9x-137.1x0.9x
Sun, 04 Feb 2024US$42.9bUS$45.3bUS$516.1m16.7x83x0.9x
Tue, 02 Jan 2024US$45.4bUS$45.9bUS$919.6m16.7x49.4x1x
Thu, 30 Nov 2023US$40.8bUS$46.0bUS$953.1m13.4x42.8x0.9x
Sat, 28 Oct 2023US$39.1bUS$46.3bUS$1.0b13.3x38.6x0.8x
Mon, 25 Sep 2023US$46.5bUS$46.5bUS$1.5b14.9x30.1x1x
Wed, 23 Aug 2023US$48.4bUS$46.5bUS$1.6b15.8x30.4x1x
Fri, 21 Jul 2023US$49.9bUS$47.1bUS$2.2b13.4x23.1x1.1x
Sun, 18 Jun 2023US$46.9bUS$47.1bUS$2.1b12.5x22.5x1x
Tue, 16 May 2023US$45.1bUS$45.9bUS$2.3b12.1x19.8x1x
Thu, 13 Apr 2023US$44.4bUS$45.7bUS$3.0b11.3x14.7x1x
Sat, 11 Mar 2023US$43.9bUS$45.8bUS$3.0b10.6x14.7x1x
Mon, 06 Feb 2023US$50.6bUS$46.5bUS$3.6b11.5x13.9x1.1x
Wed, 04 Jan 2023US$46.3bUS$50.0bUS$693.8m10.6x66.7x0.9x
Fri, 02 Dec 2022US$50.6bUS$50.1bUS$734.6m10.8x68.9x1x
Price to Earnings Ratio

68.9x


Total Market Cap: US$50.6bTotal Earnings: US$734.6mTotal Revenue: US$50.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -2.2x202320242025
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 1.1x.
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% per year, which is driving profits down.

Industry Trends

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

US Market-1.31%
Consumer Discretionary-3.02%
Leisure2.81%
Leisure Products2.81%
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
MAT MattelUS$20.057.1%
+US$413.4m		5.1%PE14.4x
HAS HasbroUS$79.353.0%
+US$324.2m		23.3%PS2.6x
YETI YETI HoldingsUS$39.469.7%
+US$271.6m		-2.6%PE19.2x
GOLF Acushnet HoldingsUS$83.005.8%
+US$268.1m		11.8%PE21.9x
BC BrunswickUS$65.435.4%
+US$217.9m		-23.8%PS0.8x

Latest News

PII
US$65.12
Polaris
7D
4.0%
1Y
-8.6%
YETI
US$39.46
YETI Holdings
7D
9.7%
1Y
-2.6%

YETI: Durable Buybacks And Strong Web Trends Will Shape Upcoming Performance

The average analyst price target for YETI Holdings has increased from approximately $37.93 to $40.47. Analysts cite improving outlooks for drinkware sales, a resilient share repurchase program, and potential for upside performance in upcoming quarters.
HAS
US$79.35
Hasbro
7D
3.0%
1Y
23.3%

HAS: Gaming Pipeline Momentum Will Drive Continued Gains Into 2025

Hasbro's analyst price target saw a modest increase of nearly $1 to $91.54, as analysts cite solid quarterly earnings along with confidence in the company's strategic initiatives and upcoming product pipeline. Analyst Commentary Analyst sentiment around Hasbro has shown a positive tilt following recent corporate updates and earnings.
JAKK
US$15.55
JAKKS Pacific
7D
-1.6%
1Y
-45.0%

JAKK: Net Profit Margin Improvements Will Drive Upward Share Price Momentum

Analysts have raised their price target for JAKKS Pacific to $28.50, citing significantly improved profit margin forecasts and a positive shift in revenue growth expectations as key contributors to the updated outlook. What's in the News JAKKS Pacific launched the Big Kid Shopping Cart as part of its Target Role Play line.
GOLF
US$83.00
Acushnet Holdings
7D
5.8%
1Y
11.8%

GOLF: Profit Margin Strength Will Sustain Momentum Despite Softening Revenue Outlook

Analysts have slightly raised their price target for Acushnet Holdings by $1 to $78.86, reflecting a modest improvement in projected profit margin even as expectations for revenue growth have become more restrained. What's in the News Acushnet Holdings Corp.
MBUU
US$27.07
Malibu Boats
7D
11.8%
1Y
-40.1%
FNKO
US$2.87
Funko
7D
-6.2%
1Y
-74.6%

FNKO: Expanded Product Offerings Will Drive Revenue Upside Through 2026

Analysts have increased their price target for Funko from $3.75 to $4.25, citing improved revenue growth projections and modest gains in profit margins as key drivers for the revision. What's in the News Funko launched its new artist-driven Premium Blind Box product line.
YYAI
US$0.93
AiRWA
7D
-16.0%
1Y
-99.3%
PTON
US$6.60
Peloton Interactive
7D
-7.6%
1Y
-31.1%
MAT
US$20.05
Mattel
7D
7.1%
1Y
5.1%
KBSX
US$1.34
FST
7D
-8.6%
1Y
-88.6%
RGR
US$29.59
Sturm Ruger
7D
-2.2%
1Y
-23.2%

Some May Be Optimistic About Sturm Ruger's (NYSE:RGR) Earnings

Nov 12
Some May Be Optimistic About Sturm Ruger's (NYSE:RGR) Earnings
SWIM
US$6.97
Latham Group
7D
9.6%
1Y
0.4%

Earnings Miss: Latham Group, Inc. Missed EPS By 30% And Analysts Are Revising Their Forecasts

Nov 08
Earnings Miss: Latham Group, Inc. Missed EPS By 30% And Analysts Are Revising Their Forecasts
BC
US$65.43
Brunswick
7D
5.4%
1Y
-23.8%

BC: Continued Revenue Expansion And Manufacturing Investments Will Drive Earnings Recovery

Brunswick's analyst price target has been revised upward from $71.20 to $74.53. Analysts cited stronger revenue growth expectations and a higher future P/E multiple, despite a modestly higher discount rate and lower profit margins.
ESCA
US$12.96
Escalade
7D
-0.4%
1Y
-16.7%

Escalade (NASDAQ:ESCA) Has Announced A Dividend Of $0.15

Nov 02
Escalade (NASDAQ:ESCA) Has Announced A Dividend Of $0.15
SBDS
US$7.80
Solo Brands
7D
-15.2%
1Y
-85.7%