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U.S. Leisure Industry Analysis

UpdatedJun 22, 2026
DataAggregated Company Financials
Companies43
  • 7D1.4%
  • 3M4.6%
  • 1Y14.1%
  • YTD5.2%

The Leisure industry is up 1.4% in the last week, with Acushnet Holdings up 11%. This means that the industry has gained 14% over the past year. 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
Mon, 22 Jun 2026US$45.9bUS$36.0b-US$143,894,876.8331.8x-319.1x1.3x
Wed, 20 May 2026US$43.2bUS$36.0b-US$136,801,943.8321.7x-315.7x1.2x
Fri, 17 Apr 2026US$42.6bUS$35.7b-US$366,947,396.0123.4x-116.2x1.2x
Sun, 15 Mar 2026US$41.2bUS$35.7b-US$316,019,066.8527.5x-130.4x1.2x
Tue, 10 Feb 2026US$47.3bUS$37.2b-US$2,073,417,821.4826.5x-22.8x1.3x
Thu, 08 Jan 2026US$44.5bUS$36.5b-US$1,888,878,994.0025.1x-23.5x1.2x
Sat, 06 Dec 2025US$41.5bUS$36.5b-US$1,884,462,693.9122.1x-22x1.1x
Mon, 03 Nov 2025US$39.0bUS$36.6b-US$1,975,138,629.2624.6x-19.7x1.1x
Wed, 01 Oct 2025US$27.2bUS$32.3b-US$969,480,618.6523.1x-28.1x0.8x
Fri, 29 Aug 2025US$28.1bUS$32.3b-US$962,547,785.3425.4x-29.2x0.9x
Sun, 27 Jul 2025US$27.4bUS$32.4b-US$762,716,943.4722.3x-35.9x0.8x
Tue, 24 Jun 2025US$35.2bUS$36.7b-US$281,427,388.6319.3x-125x1x
Thu, 22 May 2025US$34.6bUS$36.8b-US$257,930,186.6218.5x-134x0.9x
Sat, 19 Apr 2025US$28.3bUS$37.1b-US$223,356,037.8016.4x-126.8x0.8x
Mon, 17 Mar 2025US$33.8bUS$37.1b-US$225,339,426.9117.4x-150.2x0.9x
Wed, 12 Feb 2025US$36.9bUS$37.2bUS$183.2m17.4x201.6x1x
Fri, 10 Jan 2025US$36.7bUS$38.0bUS$463.8m15.6x79.1x1x
Sun, 08 Dec 2024US$40.9bUS$39.2bUS$252.7m17.4x162x1x
Tue, 05 Nov 2024US$42.0bUS$40.7bUS$569.2m18.2x73.8x1x
Thu, 03 Oct 2024US$44.2bUS$42.0bUS$169.3m18.4x261.3x1.1x
Sat, 31 Aug 2024US$43.2bUS$42.0bUS$175.9m18.2x245.5x1x
Mon, 29 Jul 2024US$44.3bUS$42.6bUS$142.9m18.8x309.9x1x
Wed, 26 Jun 2024US$42.0bUS$43.4b-US$143,996,293.6317.4x-291.9x1x
Fri, 24 May 2024US$42.1bUS$43.4b-US$154,798,014.5718.4x-272.3x1x
Sun, 21 Apr 2024US$42.0bUS$44.9b-US$334,888,853.0418.7x-125.3x0.9x
Tue, 19 Mar 2024US$42.3bUS$44.9b-US$332,494,157.2718.7x-127.2x0.9x
Thu, 15 Feb 2024US$43.0bUS$45.1b-US$300,788,625.5917.2x-143.1x1x
Sat, 13 Jan 2024US$42.5bUS$45.9bUS$919.7m16.1x46.2x0.9x
Mon, 11 Dec 2023US$41.9bUS$45.9bUS$919.9m15.1x45.6x0.9x
Wed, 08 Nov 2023US$40.7bUS$46.1bUS$931.1m14.6x43.7x0.9x
Fri, 06 Oct 2023US$44.0bUS$46.5bUS$1.5b14.1x28.4x0.9x
Sun, 03 Sep 2023US$50.1bUS$46.5bUS$1.5b14.7x32.4x1.1x
Tue, 01 Aug 2023US$50.8bUS$46.8bUS$2.0b13.5x25.6x1.1x
Thu, 29 Jun 2023US$47.6bUS$47.1bUS$2.1b13.4x23.1x1x
Price to Earnings Ratio

23.1x


Total Market Cap: US$47.6bTotal Earnings: US$2.1bTotal Revenue: US$47.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -32.4x202420252026
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 Market1.40%
Consumer Discretionary0.55%
Leisure1.44%
Leisure Products1.44%
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$107.7310.8%
+US$613.6m		48.5%PE37x
CALY Callaway GolfUS$18.226.7%
+US$204.9m		116.6%PE65.1x
BC BrunswickUS$83.571.8%
+US$93.6m		48.5%PS1x
SWBI Smith & Wesson BrandsUS$16.0812.1%
+US$80.7m		85.1%PE38.9x
PII PolarisUS$71.361.8%
+US$71.1m		76.6%PS0.6x

Latest News

CALY
US$18.22
Callaway Golf
7D
6.7%
1Y
116.6%
SWBI
US$16.08
Smith & Wesson Brands
7D
12.1%
1Y
85.1%
YETI
US$48.97
YETI Holdings
7D
-1.8%
1Y
60.0%
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
HAS
US$84.74
Hasbro
7D
-0.3%
1Y
20.0%
Analysis Article • Jun 20

Hasbro (HAS) Stock Could Be 25.4% Undervalued After Q1 Earnings Beat

Hasbro (HAS) stock is back in focus after first quarter fiscal 2026 earnings and revenue beat consensus estimates, supported by strong Wizards and Digital Gaming performance and management reaffirming its full year outlook. See our latest analysis for Hasbro. Hasbro’s share price is trading at $84.74 after a 1-day share price return of 1.52% and a year to date share price return of 2.13%. The 1-year total shareholder return of 27.62% and 3-year total shareholder return of 60.52% point to...
MAT
US$14.04
Mattel
7D
-2.2%
1Y
-26.6%
Analysis Article • Jun 19

Mattel (MAT) Stock Could Be 45.8% Undervalued After UNO Social Club Expansion

Mattel (MAT) has put its UNO franchise center stage, announcing that UNO Social Clubs will expand from last year’s trial events to a five city U.S. tour and nine international locations. See our latest analysis for Mattel. Despite the UNO news, Mattel’s recent price performance has been weak, with the share price at about $14.04 after a single day gain of 2.71%, but the year-to-date share price return is down 29.94% and the 1-year total shareholder return is down 25.99%, pointing to fading...
PII
US$71.36
Polaris
7D
1.8%
1Y
76.6%
Analysis Article • Jun 19

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...
GOLF
US$107.73
Acushnet Holdings
7D
10.8%
1Y
48.5%
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...
PTON
US$5.77
Peloton Interactive
7D
-0.5%
1Y
-9.4%
AIIR
US$7.00
AIR Global
7D
-0.4%
1Y
n/a
MCFT
US$23.29
MasterCraft Boat Holdings
7D
1.9%
1Y
27.7%
Narrative Update • Jun 15

MCFT: Future Returns Will Rely On Execution And Demand Resilience In Premium Category

Analysts have raised their fair value estimate for MasterCraft Boat Holdings from $21 to $25, citing updated assumptions on revenue growth, margins, and a lower future P/E multiple, as reflected in recent Street research price target increases. Analyst Commentary Street research price targets for MasterCraft Boat Holdings have been adjusted in recent reports, with changes framed around updated expectations for revenue, margins, and valuation multiples.
BC
US$83.57
Brunswick
7D
1.8%
1Y
48.5%
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.
MBUU
US$27.25
Malibu Boats
7D
-1.6%
1Y
-15.9%
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
SWIM
US$5.82
Latham Group
7D
6.8%
1Y
-4.6%
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.
RGR
US$40.19
Sturm Ruger
7D
4.6%
1Y
11.8%
Seeking Alpha • May 24

Sturm, Ruger & Company: Industry Deterioration Necessitates A Downgrade

Summary Sturm, Ruger & Company is downgraded from 'buy' to 'hold' due to ongoing industry weakness and valuation concerns. Despite a 4.2% YoY revenue increase and strong innovation, RGR's profitability has deteriorated, with Q1 net profit dropping to $0.1M. Firearm industry demand remains under pressure, as background checks declined 7% in 2025 and another 4.8% YTD through April 2026. RGR's solid balance sheet and growing backlog are offset by margin compression and less attractive valuation versus peers like SWBI. Read the full article on Seeking Alpha
TRON
US$1.63
Tron
7D
-9.4%
1Y
-82.7%
KMRK
US$0.98
K-TECH Solutions
7D
-15.5%
1Y
n/a