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U.S. Leisure Industry Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies43
  • 7D2.7%
  • 3M7.1%
  • 1Y10.5%
  • YTD5.9%

Over the last 7 days, the Leisure industry has risen 2.7%, driven by gains from Acushnet Holdings of 9.7%. In the same time, Sturm Ruger was down 7.6%. In the last 12 months, the industry was up 10%. 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
Wed, 01 Jul 2026US$46.8bUS$36.0b-US$143,294,988.1030.3x-326.4x1.3x
Fri, 29 May 2026US$45.1bUS$36.0b-US$140,867,131.0722.3x-320x1.3x
Sun, 26 Apr 2026US$44.0bUS$35.7b-US$361,725,678.5124.7x-121.6x1.2x
Tue, 24 Mar 2026US$40.4bUS$35.6b-US$340,688,693.3323.1x-118.7x1.1x
Thu, 19 Feb 2026US$46.3bUS$35.7b-US$327,357,838.6125.7x-141.5x1.3x
Sat, 17 Jan 2026US$46.0bUS$36.5b-US$1,892,054,783.0027.2x-24.3x1.3x
Mon, 15 Dec 2025US$41.8bUS$36.5b-US$1,886,687,701.0023.1x-22.2x1.1x
Wed, 12 Nov 2025US$39.2bUS$36.5b-US$1,893,822,151.5422.3x-20.7x1.1x
Fri, 10 Oct 2025US$28.1bUS$32.3b-US$969,390,035.8921.5x-29x0.9x
Sun, 07 Sep 2025US$27.8bUS$32.3b-US$968,486,333.1523.4x-28.7x0.9x
Tue, 05 Aug 2025US$25.7bUS$32.3b-US$932,826,039.1122.9x-27.5x0.8x
Thu, 03 Jul 2025US$37.2bUS$36.8b-US$277,210,503.7419.7x-134.2x1x
Sat, 31 May 2025US$33.6bUS$36.8b-US$258,015,475.9818.3x-130.1x0.9x
Mon, 28 Apr 2025US$30.5bUS$37.1b-US$233,537,630.2617.4x-130.8x0.8x
Wed, 26 Mar 2025US$34.8bUS$37.1b-US$226,380,588.7417.4x-153.8x0.9x
Fri, 21 Feb 2025US$37.5bUS$37.1bUS$1.2b19.6x31.7x1x
Sun, 19 Jan 2025US$36.6bUS$38.0bUS$462.0m15.8x79.2x1x
Tue, 17 Dec 2024US$40.2bUS$39.2bUS$234.5m17.2x171.4x1x
Thu, 14 Nov 2024US$41.7bUS$40.7bUS$482.5m18.2x86.4x1x
Sat, 12 Oct 2024US$44.1bUS$42.0bUS$169.5m19x259.9x1x
Mon, 09 Sep 2024US$41.6bUS$42.0bUS$172.7m16.8x240.6x1x
Wed, 07 Aug 2024US$41.9bUS$42.5bUS$118.1m16.9x354.5x1x
Fri, 05 Jul 2024US$39.7bUS$43.4b-US$145,498,301.8117x-272.7x0.9x
Sun, 02 Jun 2024US$43.1bUS$43.4b-US$154,884,909.0919.4x-278x1x
Tue, 30 Apr 2024US$43.0bUS$43.8b-US$341,777,497.5116.7x-125.8x1x
Thu, 28 Mar 2024US$45.1bUS$44.9b-US$333,933,334.1518.7x-135.1x1x
Sat, 24 Feb 2024US$42.9bUS$45.1b-US$226,450,990.1417.5x-189.3x1x
Mon, 22 Jan 2024US$42.8bUS$45.9bUS$925.6m16.3x46.2x0.9x
Wed, 20 Dec 2023US$45.5bUS$45.9bUS$919.7m16.2x49.5x1x
Fri, 17 Nov 2023US$40.3bUS$46.0bUS$888.4m12.8x45.4x0.9x
Sun, 15 Oct 2023US$43.2bUS$46.5bUS$1.5b14.1x27.9x0.9x
Tue, 12 Sep 2023US$47.4bUS$46.5bUS$1.5b14.6x30.6x1x
Thu, 10 Aug 2023US$49.2bUS$46.6bUS$1.6b14.4x31.7x1.1x
Sat, 08 Jul 2023US$48.5bUS$47.1bUS$2.1b13x22.7x1x
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 -35.2x202420252026
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 Market1.92%
Consumer Discretionary3.17%
Leisure2.67%
Leisure Products2.67%
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$118.539.7%
+US$613.1m		59.8%PE40.7x
BC BrunswickUS$84.243.7%
+US$194.9m		45.5%PS1x
CALY Callaway GolfUS$18.794.9%
+US$156.4m		116.7%PE67.1x
YETI YETI HoldingsUS$49.563.3%
+US$120.5m		50.5%PE23.7x
TRON TronUS$1.6112.6%
+US$85.4m		-78.2%PE139.8x

Latest News

HAS
US$82.59
Hasbro
7D
-0.3%
1Y
7.3%
HERE
US$1.95
Here Group
7D
-7.1%
1Y
-79.7%
Narrative Update • Jun 29

HERE: Buybacks And Reset Guidance Will Support Future Upside Potential

Analysts have cut their price target on Here Group to $2.50 from $14.00, citing softer execution visibility, normalization in pop toy sales, and a lower target forward P/E multiple that now applies a sizable discount to industry peers, given current execution questions and a lack of near term re rating catalysts. What's in the News for Here Group Here Group issued preliminary revenue guidance for the fourth quarter of Fiscal Year 2026, with expected revenues in the range of RMB 130.0 million to RMB 140.0 million for the period from April 1, 2026 to June 30, 2026.
RGR
US$37.85
Sturm Ruger
7D
-7.6%
1Y
4.9%
SWIM
US$6.47
Latham Group
7D
6.9%
1Y
-6.8%
MCFT
US$25.82
MasterCraft Boat Holdings
7D
8.6%
1Y
32.0%
PII
US$68.44
Polaris
7D
-0.3%
1Y
52.5%
PTON
US$5.91
Peloton Interactive
7D
3.1%
1Y
-10.6%
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$15.04
Smith & Wesson Brands
7D
-6.7%
1Y
68.2%
BC
US$84.24
Brunswick
7D
3.7%
1Y
45.5%
CALY
US$18.79
Callaway Golf
7D
4.9%
1Y
116.7%
YETI
US$49.56
YETI Holdings
7D
3.3%
1Y
50.5%
Seeking Alpha • Jun 21

YETI: Brand Continues To Resonate With Consumers

Summary YETI Holdings has outperformed the S&P 500 over the last year, driven by strong brand loyalty, robust wholesale growth and international expansion. Management raised FY26 guidance, now projecting 7–8% sales growth and adjusted EPS of $2.83–$2.89. International expansion remains a key growth lever, with high-teens to 20% expected sales growth and new market entries in Asia planned. YETI currently trades below historical P/E averages and is fairly valued considering growth optionality. Read the full article on Seeking Alpha
GOLF
US$118.53
Acushnet Holdings
7D
9.7%
1Y
59.8%
Analysis Article • Jun 19

Acushnet Holdings (GOLF) Stock Could Be 12.2% Overvalued After Strong Results

Acushnet Holdings (GOLF) has returned to investors’ attention after reporting quarterly revenue growth of 7.05% year over year and an 18.07% increase in net profit, along with strong price momentum signals. See our latest analysis for Acushnet Holdings. Acushnet Holdings’ share price has risen 7.20% in the last day and 23.19% over 30 days, while the 1 year total shareholder return of 52.57% suggests momentum has been building over both short and longer horizons. If this kind of price strength...
AIIR
US$6.66
AIR Global
7D
-0.6%
1Y
-36.6%
KBSX
US$0.95
FST
7D
-13.6%
1Y
-45.6%
TRON
US$1.61
Tron
7D
12.6%
1Y
-78.2%
KMRK
US$0.87
K-TECH Solutions
7D
-20.2%
1Y
n/a