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U.S. Leisure Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies43
  • 7D-3.3%
  • 3M-4.5%
  • 1Y29.0%
  • YTD0.2%

Over the last 7 days, the Leisure industry has dropped 3.3%, driven by Hasbro declining 4.7%. On the other hand Peloton Interactive is actually up 9.9%. Over the past 12 months, the industry was up 29%. 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
Thu, 04 Jun 2026US$44.3bUS$36.0b-US$140,266,604.8422x-316x1.2x
Sat, 02 May 2026US$44.5bUS$36.0b-US$240,344,705.5624.7x-185.1x1.2x
Mon, 30 Mar 2026US$40.4bUS$35.6b-US$368,669,491.1222.4x-109.7x1.1x
Wed, 25 Feb 2026US$45.4bUS$35.7b-US$318,362,425.8326.1x-142.7x1.3x
Fri, 23 Jan 2026US$45.9bUS$36.5b-US$1,892,054,783.0027.5x-24.2x1.3x
Sun, 21 Dec 2025US$41.9bUS$36.5b-US$1,886,687,701.0023x-22.2x1.1x
Tue, 18 Nov 2025US$39.0bUS$36.5b-US$1,879,057,504.4821.9x-20.8x1.1x
Thu, 16 Oct 2025US$28.2bUS$32.3b-US$969,372,576.8222x-29.1x0.9x
Sat, 13 Sep 2025US$28.0bUS$32.3b-US$968,490,837.6024.7x-28.9x0.9x
Mon, 11 Aug 2025US$25.6bUS$32.2b-US$1,013,393,040.4625x-25.2x0.8x
Wed, 09 Jul 2025US$37.2bUS$36.8b-US$276,868,374.3919.7x-134.4x1x
Fri, 06 Jun 2025US$33.8bUS$36.8b-US$258,052,714.0318.4x-130.9x0.9x
Sun, 04 May 2025US$31.3bUS$36.9b-US$292,545,709.5518.6x-107x0.8x
Tue, 01 Apr 2025US$33.6bUS$37.1b-US$225,282,128.0017.8x-149.2x0.9x
Thu, 27 Feb 2025US$38.2bUS$37.1b-US$248,651,863.0121.3x-153.8x1x
Sat, 25 Jan 2025US$36.5bUS$38.0bUS$461.9m15.9x78.9x1x
Mon, 23 Dec 2024US$37.5bUS$39.2bUS$234.6m16.2x160x1x
Wed, 20 Nov 2024US$40.7bUS$40.7bUS$441.9m17.8x92.2x1x
Fri, 18 Oct 2024US$44.4bUS$42.0bUS$168.8m17.8x262.9x1.1x
Sun, 15 Sep 2024US$43.1bUS$42.0bUS$169.4m17.6x254.3x1x
Tue, 13 Aug 2024US$42.2bUS$42.3bUS$212.0m16.8x198.9x1x
Thu, 11 Jul 2024US$38.8bUS$43.4b-US$145,490,173.1216.8x-266.9x0.9x
Sat, 08 Jun 2024US$42.4bUS$43.4b-US$154,787,455.7119.5x-273.6x1x
Mon, 06 May 2024US$42.5bUS$43.6b-US$477,909,123.8217.1x-89x1x
Wed, 03 Apr 2024US$45.1bUS$44.9b-US$333,772,412.0118.5x-135x1x
Fri, 01 Mar 2024US$43.2bUS$45.1b-US$226,417,285.0617x-190.6x1x
Sun, 28 Jan 2024US$42.9bUS$45.8bUS$919.2m16.4x46.7x0.9x
Tue, 26 Dec 2023US$45.5bUS$45.9bUS$919.6m16.4x49.5x1x
Thu, 23 Nov 2023US$40.6bUS$46.0bUS$953.4m12.9x42.6x0.9x
Sat, 21 Oct 2023US$42.5bUS$46.5bUS$1.5b13.7x27.5x0.9x
Mon, 18 Sep 2023US$47.0bUS$46.5bUS$1.5b14.4x30.4x1x
Wed, 16 Aug 2023US$48.6bUS$46.5bUS$1.6b16.2x30.5x1x
Fri, 14 Jul 2023US$50.8bUS$47.1bUS$2.1b13.4x23.8x1.1x
Sun, 11 Jun 2023US$46.5bUS$47.2bUS$2.1b12.5x21.6x1x
Price to Earnings Ratio

21.6x


Total Market Cap: US$46.5bTotal Earnings: US$2.1bTotal Revenue: US$47.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -27.2x202420252026
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 1.2x.
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 Market1.22%
Consumer Discretionary-1.53%
Leisure-3.26%
Leisure Products-3.26%
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
AIIR AIR GlobalUS$6.901.5%
+US$18.3m		n/an/a
PTON Peloton InteractiveUS$6.000.3%
+US$8.7m		-19.7%PE112x
YMAT J-Star HoldingUS$1.249.7%
+US$1.9m		n/aPS2.1x
HERE Here GroupUS$2.191.4%
+US$1.6m		-62.6%PE8.1x
NWTG Newton Golf CompanyUS$1.0214.6%
+US$596.0k		-39.5%PS0.6x

Latest News

MAT
US$14.34
Mattel
7D
-3.8%
1Y
-23.2%
GOLF
US$87.78
Acushnet Holdings
7D
-2.9%
1Y
23.3%
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.
HERE
US$2.32
Here Group
7D
1.3%
1Y
-58.6%
Narrative Update • Jun 01

HERE: Buybacks And Higher Margins Will Support Future Earnings Multiple

Analysts have sharply reduced their price targets on Here Group, with one recent cut from $14 to $2.50. They cite softer execution visibility, slower pop toy sales, and a lower forward P/E multiple as they reassess the business after the Established Education disposal.
NWTG
US$1.02
Newton Golf Company
7D
14.6%
1Y
-39.5%
New Narrative • Jun 01

Expanded Fitting Platform And New Partnerships Will Reshape Future Shaft Demand Potential

Catalysts About Newton Golf Company Newton Golf Company designs and manufactures golf shafts and related equipment built around its Newton Motion platform and DOT fitting system. What are the underlying business or industry changes driving this perspective?
CALY
US$15.01
Callaway Golf
7D
-4.8%
1Y
129.9%
Narrative Update • Jun 01

CALY: Healthier Golf Spending And Higher Future P/E Could Support Rerating

Analysts have lifted their fair value estimate for Callaway Golf from $19.00 to $22.62, reflecting updated assumptions on discount rates, profitability and valuation multiples, alongside recent price target increases from firms that see a healthy golf consumer and a focus on stabilizing market share and returning to revenue and earnings growth. Analyst Commentary Recent research has featured several bullish analysts lifting price targets for Callaway Golf, pointing to a mix of healthier golf demand indicators and company specific execution goals around market share, revenue and earnings.
PII
US$68.32
Polaris
7D
-1.3%
1Y
65.2%
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$82.12
Brunswick
7D
-1.7%
1Y
50.0%
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).
PTON
US$6.00
Peloton Interactive
7D
0.3%
1Y
-19.7%
HAS
US$84.13
Hasbro
7D
-4.4%
1Y
28.6%
SWIM
US$5.28
Latham Group
7D
-5.4%
1Y
-12.7%
TRNR
US$0.80
Interactive Strength
7D
6.4%
1Y
-99.1%
YMAT
US$1.24
J-Star Holding
7D
9.7%
1Y
n/a
TRON
US$1.86
Tron
7D
-11.0%
1Y
202.9%