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U.S. Leisure Industry Analysis

UpdatedJun 19, 2026
DataAggregated Company Financials
Companies43
  • 7D1.8%
  • 3M7.8%
  • 1Y13.2%
  • YTD4.9%

Over the last 7 days, the Leisure industry has risen 1.8%, driven by gains from Acushnet Holdings of 8.3%. In the last 12 months, the industry was up 13%. 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
Sat, 20 Jun 2026US$44.4bUS$35.9b-US$151,399,582.8331.8x-293.4x1.2x
Mon, 18 May 2026US$43.4bUS$36.0b-US$137,333,429.3124.8x-315.8x1.2x
Wed, 15 Apr 2026US$42.8bUS$35.7b-US$366,936,744.9323.7x-116.5x1.2x
Fri, 13 Mar 2026US$42.1bUS$35.8b-US$290,885,439.4227.1x-144.8x1.2x
Sun, 08 Feb 2026US$47.3bUS$37.2b-US$2,073,503,589.6027.1x-22.8x1.3x
Tue, 06 Jan 2026US$42.9bUS$36.5b-US$1,888,878,994.0024.7x-22.7x1.2x
Thu, 04 Dec 2025US$41.5bUS$36.5b-US$1,882,106,181.1722.5x-22.1x1.1x
Sat, 01 Nov 2025US$39.2bUS$36.6b-US$1,974,379,629.2624x-19.9x1.1x
Mon, 29 Sep 2025US$27.2bUS$32.3b-US$969,462,881.4023x-28x0.8x
Wed, 27 Aug 2025US$28.1bUS$32.2b-US$1,006,042,857.0622.1x-27.9x0.9x
Fri, 25 Jul 2025US$29.1bUS$32.4b-US$708,561,132.8221.4x-41x0.9x
Sun, 22 Jun 2025US$34.6bUS$36.7b-US$281,423,863.8219.1x-122.8x0.9x
Tue, 20 May 2025US$34.6bUS$36.8b-US$226,691,814.3319.1x-152.8x0.9x
Thu, 17 Apr 2025US$28.3bUS$37.1b-US$223,346,197.5216.1x-126.7x0.8x
Sat, 15 Mar 2025US$33.5bUS$37.1b-US$225,339,426.9117.4x-148.8x0.9x
Mon, 10 Feb 2025US$37.1bUS$37.2bUS$183.2m18.8x202.3x1x
Wed, 08 Jan 2025US$37.0bUS$38.0bUS$463.7m15.9x79.7x1x
Fri, 06 Dec 2024US$41.9bUS$39.2bUS$247.9m17.6x168.9x1.1x
Sun, 03 Nov 2024US$42.0bUS$40.7bUS$569.2m18.3x73.8x1x
Tue, 01 Oct 2024US$44.3bUS$42.0bUS$169.3m18.5x261.8x1.1x
Thu, 29 Aug 2024US$43.6bUS$42.3bUS$208.8m17x209x1x
Sat, 27 Jul 2024US$43.1bUS$42.6bUS$142.9m18.8x301.6x1x
Mon, 24 Jun 2024US$42.0bUS$43.4b-US$143,962,570.2016.9x-291.8x1x
Wed, 22 May 2024US$42.9bUS$43.4b-US$154,866,403.0218.9x-277x1x
Fri, 19 Apr 2024US$41.6bUS$44.9b-US$334,874,729.8618.6x-124.3x0.9x
Sun, 17 Mar 2024US$42.6bUS$44.9b-US$332,488,742.0419x-128.2x0.9x
Tue, 13 Feb 2024US$44.6bUS$45.4bUS$635.7m17.9x70.1x1x
Thu, 11 Jan 2024US$43.2bUS$45.9bUS$919.7m15.8x47x0.9x
Sat, 09 Dec 2023US$42.3bUS$45.9bUS$919.9m15.1x45.9x0.9x
Mon, 06 Nov 2023US$41.4bUS$46.1bUS$934.6m13.9x44.3x0.9x
Wed, 04 Oct 2023US$46.3bUS$46.5bUS$1.5b14.2x29.9x1x
Fri, 01 Sep 2023US$49.5bUS$46.5bUS$1.5b14.7x32x1.1x
Sun, 30 Jul 2023US$49.9bUS$46.8bUS$2.0b13.5x25.1x1.1x
Tue, 27 Jun 2023US$46.4bUS$47.1bUS$2.1b13.2x22.5x1x
Price to Earnings Ratio

22.5x


Total Market Cap: US$46.4bTotal Earnings: US$2.1bTotal Revenue: US$47.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -31.8x202420252026
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 Market1.65%
Consumer Discretionary0.085%
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$107.739.7%
+US$560.4m		51.3%PE37x
CALY Callaway GolfUS$18.224.8%
+US$151.0m		119.3%PE65.1x
HAS HasbroUS$84.741.0%
+US$118.9m		23.5%PS2.5x
PTON Peloton InteractiveUS$5.774.0%
+US$95.3m		-6.6%PE107.7x
BC BrunswickUS$83.571.2%
+US$65.6m		50.8%PS1x

Latest News

PII
US$71.36
Polaris
7D
2.8%
1Y
78.2%
Analysis Article • 7h

Polaris (PII) Stock Looks 4.9% Overvalued as Rally Tests Fair Value

Recent trading in Polaris (PII) has put fresh attention on the stock, with investors weighing its recent share performance against fundamentals such as profitability, revenue mix, and the company’s current market valuation. See our latest analysis for Polaris. The recent 3.98% 1 day share price return, alongside a 36.26% 90 day share price return and an 86.01% 1 year total shareholder return, points to strengthening momentum in Polaris as investors reassess both risk and potential reward...
SWBI
US$16.08
Smith & Wesson Brands
7D
8.9%
1Y
84.3%
Analysis Article • 9h

Smith & Wesson Brands (SWBI) Stock Could Be 7.2% Overvalued After Earnings And Dividend

Smith & Wesson Brands (SWBI) has come into focus after reporting fourth quarter and full year results that show higher sales and net income versus the prior year, along with a declared quarterly dividend of $0.13 per share. See our latest analysis for Smith & Wesson Brands. The latest earnings and dividend news for Smith & Wesson Brands has coincided with a sharp 17.12% 1 day share price return, building on a 61.12% year to date share price return and a 93.81% 1 year total shareholder...
GOLF
US$107.73
Acushnet Holdings
7D
8.3%
1Y
50.8%
Analysis Article • 11h

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...
PTON
US$5.77
Peloton Interactive
7D
4.0%
1Y
-6.6%
YETI
US$48.97
YETI Holdings
7D
-3.4%
1Y
67.2%
Analysis Article • Jun 18

YETI Holdings (YETI) Stock Could Be 8% Undervalued on Its International Growth Narrative

YETI Holdings (YETI) drew investor attention after recent trading, with the stock closing at $47.24 and showing mixed short term returns, including a decline over the past week and gains over the past month. See our latest analysis for YETI Holdings. Looking beyond the latest pullback, YETI Holdings shows a mixed picture, with recent momentum softening after a strong 90 day share price return of 29.67% and a 1 year total shareholder return of 61.28%. If YETI’s recent moves have you...
JAKK
US$22.15
JAKKS Pacific
7D
-0.9%
1Y
6.0%
Narrative Update • Jun 18

JAKK: New Licensing And Anime Initiatives Will Support Future Margin Upside Potential

Analysts kept their JAKKS Pacific price target steady at $28.50, reflecting only minor tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions, rather than a shift in their overall view of the stock's valuation. What’s in the News for JAKKS Pacific JAKKS Pacific unveiled the first prototypes from its new Anime Division at Licensing Expo Las Vegas, featuring hololive production branded keychains, jumbo plush dolls and mini figures.
CALY
US$18.22
Callaway Golf
7D
8.5%
1Y
117.9%
HAS
US$84.74
Hasbro
7D
1.2%
1Y
24.7%
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
JOUT
US$46.51
Johnson Outdoors
7D
-1.6%
1Y
57.7%
BC
US$83.57
Brunswick
7D
2.4%
1Y
50.5%
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.
MAT
US$14.04
Mattel
7D
-4.2%
1Y
-26.0%
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.
SWIM
US$5.82
Latham Group
7D
3.9%
1Y
-1.4%
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.
ESCA
US$18.13
Escalade
7D
-2.3%
1Y
31.4%
KBSX
US$1.19
FST
7D
-8.5%
1Y
-32.0%
TRON
US$1.63
Tron
7D
-7.4%
1Y
-85.2%
KMRK
US$0.98
K-TECH Solutions
7D
-19.0%
1Y
n/a