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U.S. Leisure Industry Analysis

UpdatedJun 27, 2026
DataAggregated Company Financials
Companies43
  • 7D2.9%
  • 3M11.3%
  • 1Y17.8%
  • YTD8.1%

The Leisure industry is up 2.9% in the last week, with Acushnet Holdings up 9.6%. Meanwhile, AIR Global actually underperformed within the industry, shrinking 5.6% in the last week. This takes the industry's 12 month performance to a gain of 18%. 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
Sat, 27 Jun 2026US$46.5bUS$36.0b-US$143,299,053.1933x-324.7x1.3x
Mon, 25 May 2026US$44.7bUS$36.0b-US$140,899,379.7321.6x-317.5x1.2x
Wed, 22 Apr 2026US$44.8bUS$35.7b-US$367,309,267.0124.8x-122.1x1.3x
Fri, 20 Mar 2026US$40.9bUS$35.7b-US$317,016,568.7923x-129.1x1.1x
Sun, 15 Feb 2026US$46.1bUS$35.7b-US$327,357,312.2625.4x-140.7x1.3x
Tue, 13 Jan 2026US$45.2bUS$36.5b-US$1,888,878,994.0026.4x-23.9x1.2x
Thu, 11 Dec 2025US$41.5bUS$36.5b-US$1,884,910,903.4722.3x-22x1.1x
Sat, 08 Nov 2025US$38.3bUS$36.5b-US$1,893,984,478.7923.3x-20.2x1x
Mon, 06 Oct 2025US$28.4bUS$32.3b-US$969,448,977.4623.1x-29.3x0.9x
Wed, 03 Sep 2025US$27.5bUS$32.3b-US$962,521,629.6025.2x-28.6x0.9x
Fri, 01 Aug 2025US$26.8bUS$32.3b-US$934,921,267.1424.5x-28.7x0.8x
Sun, 29 Jun 2025US$35.7bUS$36.8b-US$277,139,040.9919.4x-129x1x
Tue, 27 May 2025US$32.9bUS$36.8b-US$258,028,042.8818.3x-127.6x0.9x
Thu, 24 Apr 2025US$28.6bUS$36.6b-US$109,975,202.1317x-260x0.8x
Sat, 22 Mar 2025US$34.1bUS$37.1b-US$226,329,200.0917.3x-150.8x0.9x
Mon, 17 Feb 2025US$37.7bUS$37.3bUS$157.7m18.4x239.1x1x
Wed, 15 Jan 2025US$36.3bUS$38.0bUS$461.9m15.6x78.6x1x
Fri, 13 Dec 2024US$41.3bUS$39.2bUS$234.5m17.7x176.3x1.1x
Sun, 10 Nov 2024US$42.7bUS$40.7bUS$515.7m18.9x82.9x1x
Tue, 08 Oct 2024US$43.9bUS$42.0bUS$169.4m18.8x259.2x1x
Thu, 05 Sep 2024US$42.5bUS$42.0bUS$176.2m17.4x241.1x1x
Sat, 03 Aug 2024US$43.9bUS$42.6bUS$130.8m18.7x335.4x1x
Mon, 01 Jul 2024US$40.6bUS$43.4b-US$145,440,629.5717.1x-279.4x0.9x
Wed, 29 May 2024US$42.2bUS$43.4b-US$154,870,607.0018.7x-272.4x1x
Fri, 26 Apr 2024US$42.8bUS$43.8b-US$341,777,260.1116.7x-125.4x1x
Sun, 24 Mar 2024US$43.9bUS$44.9b-US$333,806,110.4418.9x-131.6x1x
Tue, 20 Feb 2024US$43.0bUS$45.2b-US$194,495,238.5317.2x-221.3x1x
Thu, 18 Jan 2024US$41.6bUS$45.9bUS$925.6m15.8x45x0.9x
Sat, 16 Dec 2023US$44.6bUS$45.9bUS$919.7m15.8x48.5x1x
Mon, 13 Nov 2023US$38.6bUS$46.0bUS$891.8m12.6x43.3x0.8x
Wed, 11 Oct 2023US$44.7bUS$46.5bUS$1.5b14.3x28.9x1x
Fri, 08 Sep 2023US$47.7bUS$46.5bUS$1.5b13.2x30.8x1x
Sun, 06 Aug 2023US$49.3bUS$46.6bUS$1.5b14.4x31.9x1.1x
Tue, 04 Jul 2023US$49.1bUS$47.1bUS$2.1b13.5x23x1x
Price to Earnings Ratio

23x


Total Market Cap: US$49.1bTotal Earnings: US$2.1bTotal Revenue: US$47.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -33.9x202420252026
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 Market-2.65%
Consumer Discretionary-2.94%
Leisure2.94%
Leisure Products2.94%
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$118.089.6%
+US$606.0m		61.0%PE40.5x
BC BrunswickUS$87.084.2%
+US$228.1m		56.6%PS1x
CALY Callaway GolfUS$19.255.7%
+US$185.2m		137.4%PE68.8x
YETI YETI HoldingsUS$51.214.6%
+US$169.7m		67.4%PE24.5x
HAS HasbroUS$85.330.7%
+US$83.5m		16.7%PS2.5x

Latest News

HAS
US$85.33
Hasbro
7D
0.7%
1Y
16.7%
Narrative Update • Jun 25

HAS: Gaming And Licensing Execution Will Support Post 2025 Earnings Re Rating Potential

The analyst price target for Hasbro has moved slightly lower to $113.07 from $113.53, reflecting a mix of upward revisions around $115 to $123 based on stronger earnings assumptions and solid early year performance, as well as more cautious views closer to $92 that emphasize reiterated guidance, potential Q2 pressure, and second half complexity. Analyst Commentary Recent Street research on Hasbro reflects a split view, with bullish analysts focusing on earnings power and cash generation potential, while more cautious voices point to execution risks and near term profit pressure.
PII
US$72.56
Polaris
7D
1.7%
1Y
77.2%
PTON
US$5.72
Peloton Interactive
7D
-0.9%
1Y
-15.9%
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$15.23
Smith & Wesson Brands
7D
-5.3%
1Y
75.9%
BC
US$87.08
Brunswick
7D
4.2%
1Y
56.6%
MAT
US$13.98
Mattel
7D
-0.4%
1Y
-29.4%
CALY
US$19.25
Callaway Golf
7D
5.7%
1Y
137.4%
SWIM
US$6.41
Latham Group
7D
10.1%
1Y
-2.6%
Narrative Update • Jun 22

SWIM: Reset Profit Assumptions And Lean Margins Will Support Future Upside

Analyst price targets for Latham Group have been reset toward a slightly lower level, with recent Street research combining a $0.50 upward revision from one firm and $1 cuts from two others as analysts reassess discount rates, profit expectations and future P/E assumptions. Analyst Commentary Recent research on Latham Group reflects a mix of optimism and caution as analysts revisit their assumptions around discount rates, profit expectations and future P/E assumptions.
YETI
US$51.21
YETI Holdings
7D
4.6%
1Y
67.4%
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$118.08
Acushnet Holdings
7D
9.6%
1Y
61.0%
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$6.61
AIR Global
7D
-5.6%
1Y
-37.2%
MCFT
US$25.45
MasterCraft Boat Holdings
7D
9.3%
1Y
34.9%
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.
RGR
US$38.33
Sturm Ruger
7D
-4.6%
1Y
7.3%
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
KBSX
US$0.94
FST
7D
-21.7%
1Y
-46.0%
TRON
US$1.57
Tron
7D
-3.7%
1Y
-79.6%
KMRK
US$0.89
K-TECH Solutions
7D
-9.3%
1Y
n/a