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

U.S. Leisure Products Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies48
  • 7D-3.1%
  • 3M-1.1%
  • 1Y18.5%
  • YTDn/a

Over the last 7 days, the Leisure Products industry has dropped 2.1%, driven by a pullback from YETI Holdings of 9.8%. This takes the industry's 12 month performance to a gain of 20%. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Mar 2026US$41.2bUS$35.7b-US$316,019,066.8527.5x-130.4x1.2x
Wed, 11 Feb 2026US$47.7bUS$37.6b-US$1,837,456,910.4325.8x-25.9x1.3x
Fri, 09 Jan 2026US$44.4bUS$36.5b-US$1,888,878,994.0025.9x-23.5x1.2x
Sun, 07 Dec 2025US$41.6bUS$36.5b-US$1,884,874,693.9122.1x-22.1x1.1x
Tue, 04 Nov 2025US$38.9bUS$36.6b-US$1,975,116,633.0424.6x-19.7x1.1x
Thu, 02 Oct 2025US$27.0bUS$32.3b-US$969,458,105.8322.3x-27.9x0.8x
Sat, 30 Aug 2025US$27.6bUS$32.3b-US$962,565,316.3724.1x-28.7x0.9x
Mon, 28 Jul 2025US$27.4bUS$32.4b-US$762,716,943.4722.3x-35.9x0.8x
Wed, 25 Jun 2025US$35.6bUS$36.7b-US$281,433,122.5919.2x-126.6x1x
Fri, 23 May 2025US$33.3bUS$36.8b-US$257,928,023.3918.5x-129x0.9x
Sun, 20 Apr 2025US$28.3bUS$37.1b-US$223,356,037.8016.4x-126.8x0.8x
Tue, 18 Mar 2025US$33.8bUS$37.1b-US$225,404,633.9717.4x-150.1x0.9x
Thu, 13 Feb 2025US$37.6bUS$37.2bUS$183.2m17.4x205.2x1x
Sat, 11 Jan 2025US$36.7bUS$38.0bUS$463.8m15.6x79x1x
Mon, 09 Dec 2024US$40.9bUS$39.2bUS$252.7m17.4x162x1x
Wed, 06 Nov 2024US$42.3bUS$40.7bUS$569.1m18.5x74.3x1x
Fri, 04 Oct 2024US$43.6bUS$42.0bUS$169.3m18.3x257.7x1x
Sun, 01 Sep 2024US$43.2bUS$42.0bUS$176.1m18.2x245.5x1x
Tue, 30 Jul 2024US$44.3bUS$42.6bUS$143.0m19x309.9x1x
Thu, 27 Jun 2024US$40.7bUS$43.4b-US$143,960,130.0817.3x-282.6x0.9x
Sat, 25 May 2024US$41.8bUS$43.4b-US$154,853,336.0418.5x-270.2x1x
Mon, 22 Apr 2024US$42.0bUS$44.9b-US$334,888,853.0418.7x-125.3x0.9x
Wed, 20 Mar 2024US$43.0bUS$44.9b-US$333,837,029.6218.7x-128.7x1x
Fri, 16 Feb 2024US$44.2bUS$45.1b-US$300,842,561.4917.4x-147.1x1x
Sun, 14 Jan 2024US$42.5bUS$45.9bUS$919.7m16.1x46.2x0.9x
Tue, 12 Dec 2023US$42.1bUS$45.9bUS$919.9m15.2x45.7x0.9x
Thu, 09 Nov 2023US$40.5bUS$46.0bUS$927.7m12.4x43.6x0.9x
Sat, 07 Oct 2023US$43.8bUS$46.5bUS$1.5b14.1x28.3x0.9x
Mon, 04 Sep 2023US$50.1bUS$46.5bUS$1.5b14.7x32.4x1.1x
Wed, 02 Aug 2023US$50.5bUS$46.8bUS$2.0b13.2x25.4x1.1x
Fri, 30 Jun 2023US$48.3bUS$47.1bUS$2.1b13.6x22.6x1x
Sun, 28 May 2023US$43.6bUS$45.9bUS$2.2b12.4x19.6x1x
Tue, 25 Apr 2023US$44.9bUS$45.7bUS$3.0b11.3x14.9x1x
Thu, 23 Mar 2023US$42.7bUS$45.8bUS$3.0b10.1x14.1x0.9x
Price to Earnings Ratio

14.1x


Total Market Cap: US$42.7bTotal Earnings: US$3.0bTotal Revenue: US$45.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Products Industry Price to Earnings3Y Average -12.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Leisure Products industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 0.99x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • Total earnings for the Leisure Products industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 7.9% per year, which is driving profits down.

Industry Comparison

How does U.S. Leisure Products compare with similar industries?

US Market-2.40%
Consumer Discretionary-2.62%
Leisure-3.06%
Leisure Products-3.06%
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
CALY Callaway GolfUS$13.383.3%
+US$79.2m		116.9%PE63.5x
MAT MattelUS$16.061.0%
+US$48.4m		-18.7%PE12.2x
ESCA EscaladeUS$17.1814.5%
+US$29.9m		14.3%PE17.2x
TRON TronUS$1.513.4%
+US$12.9m		283.2%PE32.3x
RGR Sturm RugerUS$38.310.8%
+US$4.6m		-5.2%PS1.1x

Latest News

GOLF
US$93.02
Acushnet Holdings
7D
-2.9%
1Y
41.2%
MAT
US$16.06
Mattel
7D
0.3%
1Y
-20.4%
HERE
US$3.91
Here Group
7D
-11.3%
1Y
39.6%
PTON
US$3.71
Peloton Interactive
7D
-3.9%
1Y
-43.7%
MBUU
US$25.75
Malibu Boats
7D
0.3%
1Y
-17.9%

MBUU: Boat Show Product Line Strength Will Support Future Share Price Upside

Analysts have kept their $42.00 price target for Malibu Boats unchanged, explaining that slightly lower revenue growth assumptions are balanced by marginally higher profit margin expectations and a small adjustment to the discount rate and future P/E inputs. What's in the News Malibu Boats plans to showcase its brands, including Malibu, Axis, Pursuit, Cobalt, Cobia and Pathfinder, at the Miami International Boat Show from February 11-15, 2026, with multiple new and existing models on display across segments from wake boats to offshore capable bay boats (company announcement).
MCFT
US$19.63
MasterCraft Boat Holdings
7D
1.3%
1Y
12.2%

MCFT: Refined Cash Flow Assumptions Will Support Higher Forward Earnings Power

Narrative Update: MasterCraft Boat Holdings The analyst price target for MasterCraft Boat Holdings has been raised by up to $4, with analysts pointing to refined assumptions around revenue growth, profit margins, discount rate, and future P/E to support the updated valuation framework. Analyst Commentary Bullish analysts raising their price targets by $2 and $4 are signaling increased confidence in their valuation work on MasterCraft Boat Holdings.
BC
US$68.91
Brunswick
7D
-4.6%
1Y
16.3%
HAS
US$93.40
Hasbro
7D
-2.5%
1Y
55.1%

HAS: Entertainment Slate And Gaming Upside Will Drive Post 2025 Earnings Power

Analysts have nudged their fair value estimate for Hasbro higher to $114.50 from $113.38, pointing to recent price target increases across the Street, stronger than expected Q4 results, potential gaming upside into 2026, and a solid entertainment slate, with some additional support from tariff and cost assumptions. Analyst Commentary Recent research points to a generally constructive stance on Hasbro, with several firms revising their fair value views higher following the latest quarterly update and outlook commentary.
SWIM
US$6.02
Latham Group
7D
-4.6%
1Y
-10.4%

SWIM: Lean Manufacturing And 2026 Margin Expansion Will Drive Bullish Thesis

Analysts have lifted their aggregate price target range for Latham Group by roughly $1 to $2 per share, with recent moves to $9.50 and $8. This reflects stronger Q4 results, guidance that modestly topped expectations, and an outlook for 2026 that points to ongoing EBITDA margin expansion supported by lean manufacturing and value engineering efforts.
CALY
US$13.38
Callaway Golf
7D
0.3%
1Y
110.0%

CALY: Healthy Golf Demand And Entertainment Venues Will Drive Share Recovery

The analyst price target for Callaway Golf has shifted modestly higher. Our fair value estimate has moved from $16.05 to $16.35 as analysts point to a steady golf consumer, ongoing sector interest, and the need for the company to address market share pressure while working to get revenue and earnings growth back on track.
PII
US$50.43
Polaris
7D
-7.2%
1Y
19.1%

PII: Choppy Consumer Backdrop Will Pressure Earnings Power Despite Product Refresh

Analysts have adjusted their Polaris price targets, with our fair value estimate moving from about $47.25 to $49.50. This reflects updated expectations around revenue growth, profit margins and future P/E assumptions following recent mixed Street research.
TRON
US$1.51
Tron
7D
0.7%
1Y
276.6%
YETI
US$36.47
YETI Holdings
7D
-9.7%
1Y
7.3%

YETI: Returning Sales Trends And Margin Expansion Will Drive Future EPS Upside

The analyst price target for YETI Holdings has been raised from about $58.78 to about $68.11 as analysts highlight improving sales trends, especially in drinkware, and the potential for stronger margins supported by recent upgrades and higher targets across multiple firms. Analyst Commentary Bullish analysts have been steadily lifting their expectations for YETI Holdings, with multiple price target increases and several upgrades to more positive ratings.
ESCA
US$17.18
Escalade
7D
10.3%
1Y
14.5%
MPX
US$7.08
Marine Products
7D
1.0%
1Y
-15.6%
KBSX
US$1.31
FST
7D
7.0%
1Y
-2.6%

Market Participants Recognise FST Corp.'s (NASDAQ:KBSX) Revenues

Jan 29
Market Participants Recognise FST Corp.'s (NASDAQ:KBSX) Revenues