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U.S. Leisure Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies43
  • 7D0.5%
  • 3M2.1%
  • 1Y12.8%
  • YTD3.2%

Last week, the Leisure industry hasn't moved much but Acushnet Holdings is up 11% in that time. The past year has been better, since the industry has gained 13% in that time. 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
Wed, 24 Jun 2026US$45.3bUS$36.0b-US$143,906,503.1931.9x-314.7x1.3x
Fri, 22 May 2026US$44.2bUS$36.0b-US$136,776,520.8621x-323.2x1.2x
Sun, 19 Apr 2026US$45.0bUS$35.7b-US$367,302,025.9824.6x-122.5x1.3x
Tue, 17 Mar 2026US$41.2bUS$35.7b-US$316,019,066.8527.5x-130.4x1.2x
Thu, 12 Feb 2026US$48.6bUS$37.7b-US$1,872,120,478.2426.1x-25.9x1.3x
Sat, 10 Jan 2026US$45.7bUS$36.5b-US$1,888,878,994.0026.1x-24.2x1.3x
Mon, 08 Dec 2025US$41.6bUS$36.5b-US$1,884,874,693.9122.1x-22.1x1.1x
Wed, 05 Nov 2025US$38.6bUS$36.6b-US$1,975,082,307.4724.2x-19.5x1.1x
Fri, 03 Oct 2025US$27.6bUS$32.3b-US$969,441,668.8023.1x-28.5x0.9x
Sun, 31 Aug 2025US$27.5bUS$32.3b-US$962,565,316.3724.1x-28.6x0.9x
Tue, 29 Jul 2025US$27.4bUS$32.4b-US$762,690,089.9322.2x-35.9x0.8x
Thu, 26 Jun 2025US$35.6bUS$36.7b-US$281,437,033.6018.7x-126.6x1x
Sat, 24 May 2025US$33.5bUS$36.8b-US$258,015,665.1618.3x-129.7x0.9x
Mon, 21 Apr 2025US$28.4bUS$37.1b-US$223,356,037.8016.4x-126.9x0.8x
Wed, 19 Mar 2025US$34.4bUS$37.1b-US$225,395,075.6417.5x-152.8x0.9x
Fri, 14 Feb 2025US$37.3bUS$37.3bUS$157.7m18.1x236.6x1x
Sun, 12 Jan 2025US$36.3bUS$38.0bUS$463.8m15.6x78.4x1x
Tue, 10 Dec 2024US$40.9bUS$39.2bUS$252.7m18x162x1x
Thu, 07 Nov 2024US$42.8bUS$40.7bUS$569.0m19.5x75.2x1.1x
Sat, 05 Oct 2024US$43.5bUS$42.0bUS$169.4m18.5x257x1x
Mon, 02 Sep 2024US$43.2bUS$42.0bUS$176.1m18.2x245.5x1x
Wed, 31 Jul 2024US$44.7bUS$42.6bUS$143.0m19.4x313x1x
Fri, 28 Jun 2024US$40.6bUS$43.4b-US$143,965,168.9617.4x-282.3x0.9x
Sun, 26 May 2024US$42.2bUS$43.4b-US$154,853,336.0418.5x-272.4x1x
Tue, 23 Apr 2024US$42.0bUS$44.9b-US$334,888,853.0418.7x-125.3x0.9x
Thu, 21 Mar 2024US$43.0bUS$44.9b-US$333,895,228.8619.1x-128.7x1x
Sat, 17 Feb 2024US$43.6bUS$45.2b-US$194,497,895.3617.2x-224.1x1x
Mon, 15 Jan 2024US$42.5bUS$45.9bUS$919.7m16.1x46.2x0.9x
Wed, 13 Dec 2023US$41.5bUS$45.9bUS$919.9m15.2x45.1x0.9x
Fri, 10 Nov 2023US$39.6bUS$46.0bUS$901.4m12.4x43.9x0.9x
Sun, 08 Oct 2023US$43.8bUS$46.5bUS$1.5b14.1x28.3x0.9x
Tue, 05 Sep 2023US$50.1bUS$46.5bUS$1.5b14.7x32.4x1.1x
Thu, 03 Aug 2023US$50.1bUS$46.8bUS$2.0b13.1x25.2x1.1x
Sat, 01 Jul 2023US$48.7bUS$47.1bUS$2.1b13.5x22.8x1x
Price to Earnings Ratio

22.8x


Total Market Cap: US$48.7bTotal Earnings: US$2.1bTotal Revenue: US$47.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -33x202420252026
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-2.31%
Consumer Discretionary-4.08%
Leisure0.51%
Leisure Products0.51%
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$108.0610.7%
+US$612.5m		48.0%PE37.1x
CALY Callaway GolfUS$17.926.6%
+US$199.5m		121.0%PE64x
SWBI Smith & Wesson BrandsUS$16.6720.1%
+US$128.0m		93.8%PE40.3x
SWIM Latham GroupUS$5.887.7%
+US$49.3m		-8.4%PE80.7x
RGR Sturm RugerUS$40.967.5%
+US$45.3m		14.5%PS1.2x

Latest News

PII
US$68.68
Polaris
7D
-1.7%
1Y
69.3%
MAT
US$13.77
Mattel
7D
-2.5%
1Y
-29.2%
PTON
US$5.44
Peloton Interactive
7D
-4.9%
1Y
-17.5%
Narrative Update • Jun 23

PTON: Content And Pilates Expansion Will Support Long Term Profit Potential

Analysts have kept their Peloton Interactive price target broadly stable at about $15.31. This reflects updated views on discount rates, revenue growth, and profit margins after reviewing recent tariff-related commentary.
CALY
US$17.92
Callaway Golf
7D
6.6%
1Y
121.0%
SWIM
US$5.88
Latham Group
7D
7.7%
1Y
-8.4%
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.
SWBI
US$16.67
Smith & Wesson Brands
7D
20.1%
1Y
93.8%
YETI
US$47.97
YETI Holdings
7D
-2.9%
1Y
55.2%
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$82.87
Hasbro
7D
-2.5%
1Y
14.2%
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...
GOLF
US$108.06
Acushnet Holdings
7D
10.7%
1Y
48.0%
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$6.70
AIR Global
7D
-1.8%
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$81.24
Brunswick
7D
-1.2%
1Y
43.8%
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.
RGR
US$40.96
Sturm Ruger
7D
7.5%
1Y
14.5%
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
ESCA
US$18.65
Escalade
7D
1.4%
1Y
34.5%
YMAT
US$0.69
J-Star Holding
7D
77.5%
1Y
n/a
TRON
US$1.52
Tron
7D
-11.1%
1Y
-80.8%