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

U.S. Leisure Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies42
  • 7D1.8%
  • 3M1.1%
  • 1Y23.8%
  • YTD2.2%

Over the last 7 days, the Leisure industry has dropped 1.5%, driven by Peloton Interactive declining 12%. In contrast, Acushnet Holdings has gained 6.5%. In the past year, the industry has gained 23%. Looking forward, earnings are forecast to grow by 38% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026US$43.7bUS$35.9b-US$151,402,017.8327.6x-288.4x1.2x
Fri, 08 May 2026US$44.1bUS$36.0b-US$256,772,959.6725.1x-171.8x1.2x
Sun, 05 Apr 2026US$41.1bUS$35.3b-US$265,532,285.4321.4x-154.8x1.2x
Tue, 03 Mar 2026US$45.1bUS$35.8b-US$351,022,078.5225.5x-128.5x1.3x
Thu, 29 Jan 2026US$45.4bUS$36.7b-US$2,206,254,783.0025x-20.6x1.2x
Sat, 27 Dec 2025US$41.7bUS$36.5b-US$1,888,878,994.0024.8x-22.1x1.1x
Mon, 24 Nov 2025US$39.2bUS$36.5b-US$1,877,939,097.3322.1x-20.9x1.1x
Wed, 22 Oct 2025US$28.0bUS$32.3b-US$969,397,197.3821.8x-28.9x0.9x
Fri, 19 Sep 2025US$27.1bUS$32.3b-US$969,579,455.9423.4x-27.9x0.8x
Sun, 17 Aug 2025US$27.6bUS$32.2b-US$999,730,055.7722.1x-27.6x0.9x
Tue, 15 Jul 2025US$37.6bUS$36.8b-US$276,859,945.1920.4x-135.7x1x
Thu, 12 Jun 2025US$35.4bUS$36.8b-US$258,052,650.4319x-137.1x1x
Sat, 10 May 2025US$31.8bUS$36.9b-US$214,150,409.8618.1x-148.7x0.9x
Mon, 07 Apr 2025US$29.9bUS$37.1b-US$226,498,784.4016.9x-132x0.8x
Wed, 05 Mar 2025US$35.8bUS$37.1b-US$222,837,449.5018.1x-160.6x1x
Fri, 31 Jan 2025US$36.5bUS$37.2bUS$218.4m19.2x166.9x1x
Sun, 29 Dec 2024US$37.5bUS$39.2bUS$234.5m16.1x159.7x1x
Tue, 26 Nov 2024US$41.9bUS$40.7bUS$461.2m19x90.9x1x
Thu, 24 Oct 2024US$42.3bUS$41.5bUS$44.8m18.8x944.5x1x
Sat, 21 Sep 2024US$44.5bUS$42.0bUS$169.3m18x262.6x1.1x
Mon, 19 Aug 2024US$43.0bUS$42.3bUS$208.0m17x206.9x1x
Wed, 17 Jul 2024US$41.7bUS$43.4b-US$145,221,865.0518.5x-286.9x1x
Fri, 14 Jun 2024US$41.6bUS$43.4b-US$154,795,666.3719.1x-269x1x
Sun, 12 May 2024US$43.2bUS$43.4b-US$153,530,995.3519.3x-281.1x1x
Tue, 09 Apr 2024US$44.5bUS$44.9b-US$333,768,796.1018.9x-133.4x1x
Thu, 07 Mar 2024US$42.6bUS$44.9b-US$239,010,872.9617.7x-178.3x1x
Sat, 03 Feb 2024US$42.9bUS$45.3bUS$516.1m16.7x83x0.9x
Mon, 01 Jan 2024US$45.4bUS$45.9bUS$919.6m16.7x49.4x1x
Wed, 29 Nov 2023US$40.6bUS$46.0bUS$953.2m13.4x42.6x0.9x
Fri, 27 Oct 2023US$40.3bUS$46.3bUS$1.0b13.6x39.9x0.9x
Sun, 24 Sep 2023US$46.5bUS$46.5bUS$1.5b14.9x30.1x1x
Tue, 22 Aug 2023US$47.9bUS$46.5bUS$1.6b16.1x30.1x1x
Thu, 20 Jul 2023US$50.3bUS$47.1bUS$2.2b13.4x23.3x1.1x
Sat, 17 Jun 2023US$46.9bUS$47.1bUS$2.1b12.5x22.5x1x
Price to Earnings Ratio

22.5x


Total Market Cap: US$46.9bTotal Earnings: US$2.1bTotal Revenue: US$47.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -28.9x202420252026
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 1.2x.
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 Market-3.33%
Consumer Discretionary-3.31%
Leisure1.83%
Leisure Products1.83%
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$94.286.5%
+US$337.9m		28.8%PE32.4x
YETI YETI HoldingsUS$49.286.7%
+US$235.6m		51.7%PE23.5x
CALY Callaway GolfUS$16.006.0%
+US$163.6m		107.8%PE57.2x
BC BrunswickUS$83.141.7%
+US$89.7m		42.4%PS1x
PII PolarisUS$69.471.8%
+US$69.4m		63.0%PS0.5x

Latest News

HERE
US$1.78
Here Group
7D
-23.3%
1Y
-80.7%
Seeking Alpha • Jun 09

Here Group: Deeply Discounted, But Limited Catalysts

Summary Here Group remains deeply discounted, trading below net cash and NCAV, despite recent setbacks and a ~25% guidance cut. WAKUKU's sales dropped sharply, but SIINONO accelerated, and gross margin improved to 34.5%, with fixed costs managed via pop-up stores and autonomous PoS. Cash burn remains a concern, but with $97 million cash on hand and buybacks authorized, liquidity covers at least 11–14 quarters even with continued losses. I maintain a speculative 'Buy' on HERE due to asymmetry (~80% upside vs. ~30% downside), but recommend only a small portfolio allocation given weak guidance and limited catalysts. Read the full article on Seeking Alpha
SWBI
US$14.85
Smith & Wesson Brands
7D
-3.0%
1Y
40.8%
Seeking Alpha • Jun 09

Smith & Wesson Brands: Strong Growth Supports The Bull Case

Summary Smith & Wesson offers strong growth and a growing dividend, which appeals to both income and yield investors. Handguns remain SWBI's core, comprising nearly 80% of sales and driving a favorable product mix that boosted gross margin to 26.2%. Recent Google Search Trends reveal that interest has remained at a recent high in 2026 for Smith & Wesson products. Growth is propelled by new product introductions, higher average selling prices, and improved fixed-cost absorption. Read the full article on Seeking Alpha
YETI
US$49.28
YETI Holdings
7D
6.7%
1Y
51.7%
FNKO
US$5.18
Funko
7D
-2.1%
1Y
0.6%
Narrative Update • Jun 08

FNKO: Improving AEBITDA Is Expected To Support Debt Refinancing Outlook

The analyst price target on Funko has increased to $7.00 from $5.00, as analysts highlight improving AEBITDA comparisons and a potential easing of debt-related valuation pressure. Analyst Commentary Recent research points to a more constructive stance on Funko, with bullish analysts highlighting improving AEBITDA comparisons and the potential for reduced debt-related valuation pressure as key supports for the higher price target range around US$7.00.
PTON
US$5.57
Peloton Interactive
7D
-12.1%
1Y
-27.0%
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.
MAT
US$14.49
Mattel
7D
0.8%
1Y
-24.9%
Seeking Alpha • Jun 05

Mattel: He-Man Is Not Barbie (Rating Upgrade)

Summary Mattel, Inc.'s rating shifts from Sell to Hold as shares approach fair value after a significant decline. Key MAT concerns remain: Barbie and Fisher-Price sales weakness, margin compression, and unproven earnings quality despite strong brands. Short-term upside may come from the Masters of the Universe movie and related merchandising, but this is not a structural fix. I lower my price target to $13, seeing MAT stock as fairly valued with insufficient evidence to justify a Buy or renewed Sell. Read the full article on Seeking Alpha
SWIM
US$5.60
Latham Group
7D
5.3%
1Y
-5.6%
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.
HAS
US$84.26
Hasbro
7D
0.5%
1Y
22.4%
Narrative Update • Jun 05

HAS: Entertainment And Gaming Slate Will Support Post 2025 Earnings Re Rating Potential

The analyst price target for Hasbro edges up by about $0.93 to roughly $113.53 per share, as analysts weigh slightly firmer margin assumptions and updated Street research that combines higher targets from BofA and Morgan Stanley with more cautious views from Citi and Wells Fargo. Analyst Commentary Recent research on Hasbro reflects a split view on how much upside is left in the stock, with bullish analysts focusing on earnings potential and margin execution, while more cautious voices point to category headwinds and timing risks around sales.
CALY
US$16.00
Callaway Golf
7D
6.0%
1Y
107.8%
GOLF
US$94.28
Acushnet Holdings
7D
6.5%
1Y
28.8%
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.
MCFT
US$22.90
MasterCraft Boat Holdings
7D
-1.3%
1Y
21.2%
Narrative Update • Jun 01

MCFT: Higher Revenue Assumptions And Margins Will Drive 2026 Upside Potential

Analysts have lifted the 12 month price target for MasterCraft Boat Holdings by $2, from $25 to $27. This reflects updated views on potential revenue growth, margins, and a recalibrated future P/E multiple.
PII
US$69.47
Polaris
7D
1.8%
1Y
63.0%
Narrative Update • May 30

PII: Future Returns Will Reflect Quality Gains And Ongoing Tariff And Demand Uncertainty

Polaris' analyst price target has edged down by $0.33 to $68.00, as analysts weigh improved competitive positioning and easing tariff pressures against ongoing uncertainty around rates and tariffs, which they say limits visibility. Analyst Commentary Recent research on Polaris highlights a mix of optimism about execution and ongoing caution about the operating backdrop, which is feeding into a more balanced view on valuation.
BC
US$83.14
Brunswick
7D
1.7%
1Y
42.4%
Narrative Update • May 29

BC: Defense Uncrewed Vessel Exposure Will Restrain Future Upside Potential

Analysts now see Brunswick's fair value edging up from $74.00 to $76.00, reflecting updated views on its discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Brunswick vessels, Mercury Marine propulsion, and Navico Group electronics are being used as the platform for Textron Systems’ TSUNAMI uncrewed surface vessels under a Defense Innovation Unit contract, supporting recent U.S. Navy Fleet Experimentation exercises in Key West and three months of joint operations with U.S. Southern Command and the U.S. Navy Fourth Fleet (Key Developments).
TRON
US$1.78
Tron
7D
-6.8%
1Y
112.2%
KMRK
US$1.62
K-TECH Solutions
7D
-19.0%
1Y
n/a