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U.S. Leisure Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies47
  • 7D-0.6%
  • 3M-8.3%
  • 1Y47.7%
  • YTD1.1%

The Leisure is pretty flat in the last 7 days, but Tron has stood out, gaining 12%. As for the the longer term, the industry is up 48% over the past 12 months. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Apr 2026US$43.4bUS$35.7b-US$366,941,433.3323.4x-118.3x1.2x
Sat, 14 Mar 2026US$41.5bUS$35.8b-US$293,953,611.4627.5x-141.2x1.2x
Mon, 09 Feb 2026US$47.3bUS$37.2b-US$2,073,503,589.6027.1x-22.8x1.3x
Wed, 07 Jan 2026US$42.9bUS$36.5b-US$1,888,878,994.0024.7x-22.7x1.2x
Fri, 05 Dec 2025US$41.9bUS$36.5b-US$1,882,098,842.8922.7x-22.3x1.1x
Sun, 02 Nov 2025US$39.0bUS$36.6b-US$1,975,138,629.2624.6x-19.7x1.1x
Tue, 30 Sep 2025US$27.2bUS$32.3b-US$969,475,415.5522.9x-28x0.8x
Thu, 28 Aug 2025US$28.2bUS$32.2b-US$986,414,104.6423.8x-28.6x0.9x
Sat, 26 Jul 2025US$26.8bUS$32.4b-US$716,186,943.4722.3x-37.4x0.8x
Mon, 23 Jun 2025US$34.6bUS$36.7b-US$281,423,863.8219.1x-122.9x0.9x
Wed, 21 May 2025US$34.6bUS$36.8b-US$221,924,674.3919x-155.8x0.9x
Fri, 18 Apr 2025US$27.9bUS$37.1b-US$223,359,819.0016.4x-125x0.8x
Sun, 16 Mar 2025US$33.8bUS$37.1b-US$225,339,426.9117.4x-150.2x0.9x
Tue, 11 Feb 2025US$37.1bUS$37.2bUS$183.3m17.3x202.3x1x
Thu, 09 Jan 2025US$36.8bUS$38.0bUS$463.8m15.6x79.4x1x
Sat, 07 Dec 2024US$41.4bUS$39.2bUS$252.7m17.4x163.9x1.1x
Mon, 04 Nov 2024US$42.0bUS$40.7bUS$569.2m18.3x73.8x1x
Wed, 02 Oct 2024US$44.2bUS$42.0bUS$169.3m18.4x261.3x1.1x
Fri, 30 Aug 2024US$43.3bUS$42.3bUS$208.8m17x207.3x1x
Sun, 28 Jul 2024US$44.3bUS$42.6bUS$142.9m18.8x309.9x1x
Tue, 25 Jun 2024US$42.0bUS$43.4b-US$143,991,938.0317.4x-291.7x1x
Thu, 23 May 2024US$42.8bUS$43.4b-US$154,833,991.6518.6x-276.6x1x
Sat, 20 Apr 2024US$41.6bUS$44.9b-US$334,874,729.8618.6x-124.3x0.9x
Mon, 18 Mar 2024US$42.6bUS$44.9b-US$332,488,742.0419x-128.2x0.9x
Wed, 14 Feb 2024US$43.1bUS$45.0b-US$296,369,857.5116.9x-145.3x1x
Fri, 12 Jan 2024US$43.4bUS$45.9bUS$919.7m15.9x47.2x0.9x
Sun, 10 Dec 2023US$41.9bUS$45.9bUS$919.9m15.1x45.6x0.9x
Tue, 07 Nov 2023US$41.4bUS$46.1bUS$931.0m13.6x44.5x0.9x
Thu, 05 Oct 2023US$46.3bUS$46.5bUS$1.5b14.2x29.9x1x
Sat, 02 Sep 2023US$50.1bUS$46.5bUS$1.5b14.7x32.4x1.1x
Mon, 31 Jul 2023US$49.8bUS$46.8bUS$2.0b13.5x25.1x1.1x
Wed, 28 Jun 2023US$47.3bUS$47.1bUS$2.1b13.2x23x1x
Fri, 26 May 2023US$43.6bUS$45.9bUS$2.2b12.4x19.6x0.9x
Sun, 23 Apr 2023US$45.1bUS$45.7bUS$3.0b11.1x14.9x1x
Price to Earnings Ratio

14.9x


Total Market Cap: US$45.1bTotal Earnings: US$3.0bTotal Revenue: US$45.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -16.6x202420252026
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 0.99x 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 8.0% per year, which is driving profits down.

Industry Trends

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

US Market3.42%
Consumer Discretionary5.81%
Leisure-0.62%
Leisure Products-0.62%
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
TRON TronUS$2.4411.9%
+US$123.3m		765.2%PS244.2x
MAT MattelUS$14.842.7%
+US$117.9m		1.4%PE11.3x
PTON Peloton InteractiveUS$4.864.7%
+US$93.6m		-13.5%PS0.8x
YETI YETI HoldingsUS$38.582.6%
+US$73.4m		43.2%PE17.7x
SWIM Latham GroupUS$6.036.3%
+US$42.1m		24.8%PE63.4x

Latest News

KMRK
US$2.84
K-TECH Solutions
7D
73.2%
1Y
n/a
MAT
US$14.84
Mattel
7D
2.7%
1Y
1.4%
PII
US$47.88
Polaris
7D
-13.5%
1Y
48.0%

PII: Weak Demand And Tariffs Will Pressure Future Earnings Power

The analyst price target for Polaris has been reduced by $1.91 to reflect a mix of lower valuation multiples and cautious views on a still weak demand backdrop, even as analysts highlight ongoing business quality improvements and note that product innovation could support share gains when conditions improve. Analyst Commentary Recent research on Polaris reflects a cautious tone, with several bearish analysts trimming price targets and flagging risk factors that could keep a lid on valuation until conditions improve.
YETI
US$38.58
YETI Holdings
7D
2.6%
1Y
43.2%

YETI: Returning Sales Momentum Will Support Stronger Margins Through 2026

The updated fair value estimate for YETI Holdings edges higher to about $68.34 per share from roughly $68.09, reflecting analysts' mixed but generally constructive adjustments to price targets as they weigh recent Q4 results, revised long term sales and margin expectations, and a wider range of Buy and Equal Weight ratings across the Street. Analyst Commentary Recent Street research around YETI Holdings centers on how the latest Q4 results and updated guidance line up with analysts' expectations for earnings, sales momentum, and margin trends.
MBUU
US$24.76
Malibu Boats
7D
-0.6%
1Y
-5.2%

MBUU: Expanded Boat Lineup And Buybacks Will Support Future Share Price

Analysts have maintained their $42.00 price target on Malibu Boats as small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions offset each other, leaving their overall valuation view unchanged. What's in the News Malibu Boats plans to exhibit a multi brand lineup at the Miami International Boat Show from February 11 to 15, 2026, including Malibu, Axis, Pursuit, Cobalt, Cobia and Pathfinder models, highlighting new and existing boats across performance, luxury and bay/offshore categories (Key Developments).
PTON
US$4.86
Peloton Interactive
7D
4.7%
1Y
-13.5%

The Reasons I Am Avoiding Owning Peloton Interactive Just Yet

Apr 10
SWIM
US$6.03
Latham Group
7D
6.3%
1Y
24.8%
JOUT
US$51.86
Johnson Outdoors
7D
4.7%
1Y
138.9%
CALY
US$13.93
Callaway Golf
7D
-3.7%
1Y
126.5%
RGR
US$42.35
Sturm Ruger
7D
2.5%
1Y
9.2%
CLAR
US$2.72
Clarus
7D
-1.1%
1Y
-17.6%

CLAR: Forward Sales Guidance Will Drive Future Re Rating Potential

Analysts have slightly revised their price target on Clarus to $5.78. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E that leave their overall valuation view broadly intact.
HERE
US$3.48
Here Group
7D
-2.0%
1Y
-10.8%

HERE: Bullish Coverage And Buybacks Will Support Long Term Repricing

Analysts have trimmed their price target for Here Group to $5.52 from $7.02, citing updated assumptions for slightly softer long term revenue growth, lower profit margins and a higher future P/E multiple, together with a new bullish initiation from CICC that has reinforced confidence in the name. Analyst Commentary Recent commentary on Here Group has a mixed tone.
GOLF
US$96.37
Acushnet Holdings
7D
-2.1%
1Y
62.5%

GOLF: Solid Demand And Capital Returns Will Support Balanced Outlook Through 2026

Narrative Update Acushnet Holdings' analyst price targets have generally shifted higher into a $100 to $102 range, as analysts cite solid recent quarters, 2026 guidance slightly above expectations, steady demand, and ongoing capital returns. They also highlight a balanced risk/reward profile with the shares trading at over 16x expected 2026 EBITDA.
JAKK
US$21.70
JAKKS Pacific
7D
-0.6%
1Y
17.9%

JAKK: Upcoming Film And Anime Licenses Will Support Future Earnings Potential

Analysts have maintained their JAKKS Pacific fair value estimate at $30.00 and have updated assumptions around discount rate, revenue growth, profit margin and future P/E to reflect a refreshed view of the company’s risk profile and earnings potential. What's in the News JAKKS Pacific and its Disguise costume division entered a multi-year partnership with SEGA for Sonic the Hedgehog 4, covering action figures, plush, playsets, role play, costumes, and accessories planned for global rollout in 2027 ahead of the film release in March 2027 (client announcement).
TRON
US$2.44
Tron
7D
11.9%
1Y
765.2%

Companies Like Tron (NASDAQ:TRON) Can Afford To Invest In Growth

Mar 29
Companies Like Tron (NASDAQ:TRON) Can Afford To Invest In Growth
KBSX
US$1.25
FST
7D
-7.4%
1Y
-38.7%

Market Participants Recognise FST Corp.'s (NASDAQ:KBSX) Revenues

Jan 29
Market Participants Recognise FST Corp.'s (NASDAQ:KBSX) Revenues