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U.S. Leisure Industry Analysis

UpdatedJul 03, 2026
DataAggregated Company Financials
Companies43
  • 7D-3.9%
  • 3M3.8%
  • 1Y4.8%
  • YTD2.6%

Over the last 7 days, the Leisure industry has dropped 3.9%, driven by Hasbro declining 6.1%. This takes the industry's 12 month performance to a gain of 4.8%. As for the next few years, earnings are expected to grow by 37% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Jul 2026US$45.3bUS$36.0b-US$143,295,091.1330x-316.4x1.3x
Sun, 31 May 2026US$44.8bUS$36.0b-US$140,838,417.6722.9x-318.4x1.2x
Tue, 28 Apr 2026US$44.0bUS$35.7b-US$361,697,864.5424.5x-121.6x1.2x
Thu, 26 Mar 2026US$41.9bUS$35.6b-US$339,819,971.9424.2x-123.3x1.2x
Sat, 21 Feb 2026US$46.5bUS$35.7b-US$318,489,733.1225.7x-145.8x1.3x
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
Price to Earnings Ratio

22.7x


Total Market Cap: US$48.5bTotal Earnings: US$2.1bTotal Revenue: US$47.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -35.9x202420252026
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 Market1.38%
Consumer Discretionary4.25%
Leisure-3.92%
Leisure Products-3.92%
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$117.563.9%
+US$255.3m		54.7%PE40.4x
TRON TronUS$1.6319.9%
+US$128.1m		-80.1%PE141.5x
AIIR AIR GlobalUS$6.713.2%
+US$38.4m		-36.0%n/a
AOUT American Outdoor BrandsUS$13.3715.3%
+US$22.1m		25.9%PS0.9x
PTON Peloton InteractiveUS$5.750.7%
+US$17.3m		-13.4%PE107.3x

Latest News

AOUT
US$13.37
American Outdoor Brands
7D
15.3%
1Y
25.9%
HAS
US$80.15
Hasbro
7D
-6.1%
1Y
3.2%
KBSX
US$0.95
FST
7D
1.1%
1Y
-43.8%
GOLF
US$117.56
Acushnet Holdings
7D
3.9%
1Y
54.7%
Narrative Update • Jul 01

GOLF: Rich P/E Leaves Resilient Golfer Demand Vulnerable To Rounds Decline

Analysts have nudged the Acushnet Holdings fair value estimate higher, with the price target moving from $96 to $100.40 as they factor in updated views on revenue growth, margins, and future P/E, following recent research that highlights stronger product sell throughs, resilient golfer demand, and upcoming catalysts. Analyst Commentary Recent research on Acushnet Holdings points to a mix of optimism and caution, with higher price targets, refined revenue expectations, and attention on execution across golf equipment and balls.
MAT
US$13.34
Mattel
7D
-3.4%
1Y
-34.7%
MCFT
US$23.79
MasterCraft Boat Holdings
7D
-7.2%
1Y
17.6%
PII
US$63.12
Polaris
7D
-12.5%
1Y
35.9%
ESCA
US$19.06
Escalade
7D
3.5%
1Y
27.2%
CLAR
US$3.16
Clarus
7D
1.0%
1Y
-13.4%
Narrative Update • Jun 28

CLAR: Lower Multiple And Stable Guidance Will Support Re Rating Potential

Clarus' updated analyst price target has been reduced from $5.00 to $4.00, with analysts citing a slightly higher discount rate, modest adjustments to revenue growth and profit margin assumptions, and a lower future P/E multiple as key drivers of the change. What’s in the News for Clarus Clarus issued earnings guidance for the second quarter of 2026, with sales expected to range between $51 million and $53 million.
PTON
US$5.75
Peloton Interactive
7D
0.7%
1Y
-13.4%
Seeking Alpha • Jun 25

Peloton: There Are Signs Of Improvement, But I Am Not A Buyer Yet (Rating Upgrade)

Summary Peloton has shown improvement in its balance sheet and its profitability metrics, addressing prior financial concerns. The company’s outlook has also improved, especially in terms of profitability, but the expected revenue decline and shrinking subscriber base remain concerning. The poor consumer sentiment, combined with heavy insider selling and relatively high short interest prevent me from becoming bullish in the near term. Investors should weigh the improved financial position against lingering challenges when considering PTON. Read the full article on Seeking Alpha
SWBI
US$14.95
Smith & Wesson Brands
7D
-4.7%
1Y
68.0%
BC
US$79.09
Brunswick
7D
-10.1%
1Y
33.1%
CALY
US$18.26
Callaway Golf
7D
-1.2%
1Y
101.1%
AIIR
US$6.71
AIR Global
7D
3.2%
1Y
-36.0%
MBUU
US$25.07
Malibu Boats
7D
-12.8%
1Y
-27.9%
Seeking Alpha • Jun 09

Malibu Boats: Challenged, Speculative, And Potentially Interesting

Summary Malibu Boats trades near cycle lows after a sharp post-pandemic bust, with shares at $26 despite recent M&A activity. Current fundamentals are challenged: unit volumes are down 12%, margins are compressed, and adjusted earnings are falling, but valuation sits at just 0.7x sales and 8.4x EBITDA. The acquisition of Saxdor Yachts adds growth potential and global reach, though the deal's full value could exceed $250 million with earn-outs. Malibu Boats offers significant upside if margins and sales recover, but cyclical risks and execution on recent M&A create a speculative, volatile setup. Read the full article on Seeking Alpha
TRON
US$1.63
Tron
7D
19.9%
1Y
-80.1%