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U.S. Leisure Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies42
  • 7D3.0%
  • 3M3.7%
  • 1Y12.7%
  • YTD3.2%

In the last week, the Leisure industry is up 3.0%, with Acushnet Holdings up 7.4%. This takes the industry's 12 month performance to a gain of 13%. As for the next few years, earnings are expected to grow by 38% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026US$45.3bUS$35.9b-US$151,396,417.4631.8x-298.9x1.3x
Thu, 14 May 2026US$43.3bUS$36.1b-US$236,624,935.7829x-182.8x1.2x
Sat, 11 Apr 2026US$42.7bUS$35.7b-US$366,738,431.7322.7x-116.5x1.2x
Mon, 09 Mar 2026US$42.1bUS$35.8b-US$291,052,364.5523.6x-144.7x1.2x
Wed, 04 Feb 2026US$45.9bUS$36.9b-US$2,116,460,103.0027.1x-21.7x1.2x
Fri, 02 Jan 2026US$41.0bUS$36.5b-US$1,888,878,994.0023.1x-21.7x1.1x
Sun, 30 Nov 2025US$41.5bUS$36.5b-US$1,878,035,862.4222.5x-22.1x1.1x
Tue, 28 Oct 2025US$40.9bUS$36.6b-US$1,903,368,732.0821.7x-21.5x1.1x
Thu, 25 Sep 2025US$26.8bUS$32.3b-US$969,490,376.8423.1x-27.6x0.8x
Sat, 23 Aug 2025US$26.9bUS$32.2b-US$1,006,047,957.6126.5x-26.8x0.8x
Mon, 21 Jul 2025US$37.9bUS$36.8b-US$278,929,083.9923.1x-135.8x1x
Wed, 18 Jun 2025US$35.4bUS$36.8b-US$258,898,532.9618.4x-136.6x1x
Fri, 16 May 2025US$34.0bUS$36.8b-US$225,384,893.5219x-151.1x0.9x
Sun, 13 Apr 2025US$28.7bUS$37.1b-US$223,328,738.7916.6x-128.6x0.8x
Tue, 11 Mar 2025US$36.3bUS$37.1b-US$312,121,503.1618.2x-116.2x1x
Thu, 06 Feb 2025US$36.0bUS$37.3bUS$191.5m18.8x187.8x1x
Sat, 04 Jan 2025US$37.3bUS$39.2bUS$234.5m16x159.1x1x
Mon, 02 Dec 2024US$40.0bUS$38.0bUS$476.6m18.1x84x1.1x
Wed, 30 Oct 2024US$42.3bUS$40.8bUS$593.1m18.8x71.3x1x
Fri, 27 Sep 2024US$43.4bUS$42.0bUS$169.3m18.2x256.1x1x
Sun, 25 Aug 2024US$43.9bUS$42.3bUS$208.8m17.1x210.4x1x
Tue, 23 Jul 2024US$41.7bUS$43.4b-US$145,166,287.4218x-287x1x
Thu, 20 Jun 2024US$41.5bUS$43.4b-US$157,227,152.5118.8x-263.8x1x
Sat, 18 May 2024US$42.8bUS$43.4b-US$154,898,451.3518.8x-276.4x1x
Mon, 15 Apr 2024US$42.8bUS$44.9b-US$333,629,932.7918.2x-128.3x1x
Wed, 13 Mar 2024US$43.3bUS$44.9b-US$216,136,303.1817.3x-200.2x1x
Fri, 09 Feb 2024US$42.2bUS$45.4bUS$633.3m16.9x66.6x0.9x
Sun, 07 Jan 2024US$42.9bUS$45.9bUS$919.7m16x46.7x0.9x
Tue, 05 Dec 2023US$42.2bUS$46.0bUS$952.7m13.6x44.3x0.9x
Thu, 02 Nov 2023US$39.7bUS$46.2bUS$996.6m13.2x39.8x0.9x
Sat, 30 Sep 2023US$46.8bUS$46.5bUS$1.5b14.3x30.3x1x
Mon, 28 Aug 2023US$48.7bUS$46.5bUS$1.6b15.3x30.6x1x
Wed, 26 Jul 2023US$50.0bUS$47.2bUS$2.2b13.6x23x1.1x
Fri, 23 Jun 2023US$46.3bUS$47.1bUS$2.1b12.5x22.2x1x
Price to Earnings Ratio

22.2x


Total Market Cap: US$46.3bTotal Earnings: US$2.1bTotal Revenue: US$47.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -30.6x202420252026
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 1.0x 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 8.6% per year, which is driving profits down.

Industry Trends

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

US Market2.20%
Consumer Discretionary1.88%
Leisure3.00%
Leisure Products3.00%
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$97.603.5%
+US$194.4m		37.8%PE33.5x
CALY Callaway GolfUS$16.815.1%
+US$145.6m		100.1%PE60.1x
HAS HasbroUS$84.960.8%
+US$99.0m		25.9%PS2.5x
PTON Peloton InteractiveUS$5.722.7%
+US$64.9m		-6.5%PE106.8x
HERE Here GroupUS$2.1641.2%
+US$34.3m		-83.6%PE33.4x

Latest News

CALY
US$16.81
Callaway Golf
7D
5.1%
1Y
100.1%
SWBI
US$13.88
Smith & Wesson Brands
7D
-6.5%
1Y
32.3%
Seeking Alpha • 7h

Smith & Wesson: It's Time To Pull The Trigger On A Downgrade

Summary Smith & Wesson Brands delivered strong Q3 FY26 results, with revenue up 17.1% and significant growth in handguns. Recent stock outperformance (+38.2% since December) has erased the easy upside; SWBI is now rated 'Hold' due to valuation and industry headwinds. Handgun innovation and higher ASPs drove gains, but long gun sales and overall industry background checks are declining, signaling sector softness. Upcoming Q4 FY26 results on June 17 are expected to show further growth, which could influence a future rating upgrade if momentum persists. Read the full article on Seeking Alpha
MCFT
US$22.86
MasterCraft Boat Holdings
7D
3.4%
1Y
24.6%
Narrative Update • Jun 15

MCFT: Future Returns Will Rely On Execution And Demand Resilience In Premium Category

Analysts have raised their fair value estimate for MasterCraft Boat Holdings from $21 to $25, citing updated assumptions on revenue growth, margins, and a lower future P/E multiple, as reflected in recent Street research price target increases. Analyst Commentary Street research price targets for MasterCraft Boat Holdings have been adjusted in recent reports, with changes framed around updated expectations for revenue, margins, and valuation multiples.
HERE
US$2.16
Here Group
7D
41.2%
1Y
-83.6%
Narrative Update • Jun 15

HERE: Share Repurchases Will Support Long Term Repricing Despite Lower P/E Multiple

Analysts have reset their price target for Here Group to $2.50 from $14, reflecting softer execution visibility, normalization in pop toy sales, and a lower target forward P/E multiple of 5x that builds in a discount for execution risks and limited near term re rating catalysts. What's in the News Here Group issued preliminary revenue guidance for the fourth quarter ending June 30, 2026, indicating an expected range of RMB 130.0 million to RMB 140.0 million.
HAS
US$84.96
Hasbro
7D
0.8%
1Y
25.9%
Seeking Alpha • Jun 15

Hasbro: Magic Strength Keeps The Buy Case Intact

Summary Hasbro remains a buy as Wizards of the Coast drives recurring, high-margin growth and Magic's momentum proves more durable. Magic's ecosystem expansion, record-setting sales, and robust backlist/Secret Lair growth support a shift from hit-driven to recurring revenue. HAS management's FY2026 guidance appears conservative, leaving room for beat-and-raise upside if Magic demand and Consumer Products rebound. Valuation at ~13.5x NTM PE is below historical averages, offering rerating potential as Wizards' earnings mix increases and margins expand. Read the full article on Seeking Alpha
PII
US$69.86
Polaris
7D
0.6%
1Y
74.4%
Narrative Update • Jun 13

PII: Easing Tariffs And Stronger Execution Will Unlock Underappreciated Earnings Power

Analysts have adjusted the Polaris fair value estimate from $81 to $84. This reflects updated price targets that incorporate mixed but generally more supportive research commentary around earnings, tariffs, and competitive positioning.
JOUT
US$45.75
Johnson Outdoors
7D
-2.5%
1Y
48.4%
BC
US$82.20
Brunswick
7D
-1.1%
1Y
49.4%
Narrative Update • Jun 12

BC: Strong Q1 And Defense Exposure Will Shape Balanced Future Returns

Analysts have maintained their $76.00 price target for Brunswick. They view small adjustments to the discount rate, revenue growth, profit margin and future P/E estimates as offsetting each other in their valuation work.
FNKO
US$5.48
Funko
7D
5.7%
1Y
15.5%
Seeking Alpha • Jun 12

Funko: Don't Trust This Rebound Rally

Summary Funko has surged ~50% YTD, driven by a Q1 earnings beat, but I reiterate my sell rating. Q1 revenue growth was largely attributed to retailer order timing, raising doubts about sustainable demand recovery. Despite improved gross margins, FY '26 guidance remains flat, signaling management's cautious outlook amid macro uncertainty. At 6.3x EV/FY26 EBITDA, FNKO's valuation leaves little room for further multiple expansion given execution risks and tepid growth. Read the full article on Seeking Alpha
MAT
US$14.15
Mattel
7D
-2.4%
1Y
-25.0%
Narrative Update • Jun 11

MAT: Content And Entertainment Expansion Will Support Stronger Long-Term Outlook

Mattel's updated analyst price target has shifted to $25.90 from $27.17. Analysts cite adjusted assumptions for discount rates, revenue growth, profit margins, and future P/E as the key drivers behind the change.
PTON
US$5.72
Peloton Interactive
7D
2.7%
1Y
-6.5%
Narrative Update • Jun 06

PTON: Tariff Relief And Content Deals Will Support Long Term Profit Potential

Analysts have slightly lowered their average Peloton Interactive price target by about $0.03 to roughly $15.31, reflecting updated views on tariffs, discount rates and profit expectations following recent research on Section 232 tariff changes. What's in the News Peloton reported Q1 CY2026 revenue growth of 1.1% year over year and guided full year revenue to about US$2.43b, with management highlighting the commercial segment, which reported 14% revenue growth year over year, and content licensing partnerships such as Spotify as key revenue drivers.
SWIM
US$5.46
Latham Group
7D
-2.5%
1Y
-4.5%
Narrative Update • Jun 05

SWIM: 2026 Margin Execution And Mixed Street Views Will Support Bullish Repricing

Latham Group's analyst price target has been adjusted slightly, with recent Street research showing a mix of modest upward and downward revisions as analysts factor in updated assumptions for fair value, discount rates, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent Street research on Latham Group shows a split tape, with some firms trimming their targets while at least one high profile bank edges its fair value estimate higher.
GOLF
US$97.60
Acushnet Holdings
7D
3.5%
1Y
37.8%
Narrative Update • Jun 02

GOLF: Resilient Player Base And Self Help Efforts Support Balanced 2026 Outlook

Narrative Update on Acushnet Holdings The analyst price target for Acushnet Holdings has shifted modestly to $96 from $99.67. This reflects updated assumptions on discount rate, profit margin, and future P/E while weighing mixed Street research that highlights a resilient player base, self-help initiatives, and differing views on recent stock moves and guidance.
RGR
US$38.12
Sturm Ruger
7D
-2.0%
1Y
2.3%
Seeking Alpha • May 24

Sturm, Ruger & Company: Industry Deterioration Necessitates A Downgrade

Summary Sturm, Ruger & Company is downgraded from 'buy' to 'hold' due to ongoing industry weakness and valuation concerns. Despite a 4.2% YoY revenue increase and strong innovation, RGR's profitability has deteriorated, with Q1 net profit dropping to $0.1M. Firearm industry demand remains under pressure, as background checks declined 7% in 2025 and another 4.8% YTD through April 2026. RGR's solid balance sheet and growing backlog are offset by margin compression and less attractive valuation versus peers like SWBI. Read the full article on Seeking Alpha
YMAT
US$0.39
J-Star Holding
7D
-48.9%
1Y
n/a
TRON
US$1.71
Tron
7D
-3.9%
1Y
-77.9%