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U.S. Leisure Industry Analysis

UpdatedJun 14, 2026
DataAggregated Company Financials
Companies42
  • 7D4.4%
  • 3M4.2%
  • 1Y28.1%
  • YTD3.7%

Over the last 7 days, the Leisure industry has risen 4.4%, driven by gains in Acushnet Holdings and Callaway Golf of 9.1% and 17%, respectively. This takes the industry's 12 month performance to a gain of 28%. 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
Sun, 14 Jun 2026US$45.3bUS$35.9b-US$151,396,469.4032.3x-298.9x1.3x
Tue, 12 May 2026US$45.6bUS$36.1b-US$236,633,091.2530.1x-192.5x1.3x
Thu, 09 Apr 2026US$41.7bUS$35.3b-US$265,419,130.9123x-157.1x1.2x
Sat, 07 Mar 2026US$42.9bUS$35.8b-US$290,614,364.5523.6x-147.5x1.2x
Mon, 02 Feb 2026US$44.8bUS$36.9b-US$2,116,460,103.0026.3x-21.2x1.2x
Wed, 31 Dec 2025US$41.7bUS$36.5b-US$1,888,878,994.0025x-22.1x1.1x
Fri, 28 Nov 2025US$41.6bUS$36.5b-US$1,877,988,290.2122.8x-22.2x1.1x
Sun, 26 Oct 2025US$40.9bUS$36.6b-US$1,903,365,792.2821.8x-21.5x1.1x
Tue, 23 Sep 2025US$26.8bUS$32.3b-US$969,557,057.1124.5x-27.7x0.8x
Thu, 21 Aug 2025US$27.5bUS$32.2b-US$1,000,103,611.6522.2x-27.5x0.9x
Sat, 19 Jul 2025US$38.0bUS$36.8b-US$278,929,083.9923.1x-136.2x1x
Mon, 16 Jun 2025US$34.2bUS$36.8b-US$257,922,966.4118.1x-132.6x0.9x
Wed, 14 May 2025US$34.2bUS$36.8b-US$227,339,124.7018.9x-150.3x0.9x
Fri, 11 Apr 2025US$30.2bUS$37.1b-US$223,275,266.6016.3x-135.3x0.8x
Sun, 09 Mar 2025US$36.3bUS$37.1b-US$312,178,254.7118.2x-116.2x1x
Tue, 04 Feb 2025US$36.4bUS$37.2bUS$198.2m18.5x183.9x1x
Thu, 02 Jan 2025US$37.3bUS$39.2bUS$234.5m16x159x0.9x
Sat, 30 Nov 2024US$40.0bUS$38.0bUS$476.6m18.1x83.9x1.1x
Mon, 28 Oct 2024US$41.7bUS$40.8bUS$593.1m18.3x70.4x1x
Wed, 25 Sep 2024US$43.7bUS$42.0bUS$169.2m17.7x258.2x1x
Fri, 23 Aug 2024US$43.3bUS$42.3bUS$208.9m16.8x207.3x1x
Sun, 21 Jul 2024US$41.7bUS$43.4b-US$145,183,209.3018x-287x1x
Tue, 18 Jun 2024US$41.7bUS$43.4b-US$157,215,531.0019.1x-265.3x1x
Thu, 16 May 2024US$44.0bUS$43.4b-US$155,218,285.7219.1x-283.5x1x
Sat, 13 Apr 2024US$43.5bUS$44.9b-US$333,629,932.7918.2x-130.3x1x
Mon, 11 Mar 2024US$43.3bUS$44.9b-US$216,134,509.1718.2x-200.2x1x
Wed, 07 Feb 2024US$41.9bUS$45.3bUS$516.1m16.4x81.2x0.9x
Fri, 05 Jan 2024US$42.8bUS$45.9bUS$919.7m15.7x46.6x0.9x
Sun, 03 Dec 2023US$42.2bUS$46.0bUS$952.6m13.5x44.3x0.9x
Tue, 31 Oct 2023US$39.1bUS$46.3bUS$1.0b13.1x38.7x0.8x
Thu, 28 Sep 2023US$46.1bUS$46.5bUS$1.5b14.3x29.8x1x
Sat, 26 Aug 2023US$48.7bUS$46.5bUS$1.6b15.3x30.6x1x
Mon, 24 Jul 2023US$49.9bUS$47.1bUS$2.2b13.5x23.1x1.1x
Wed, 21 Jun 2023US$46.5bUS$47.1bUS$2.1b12.5x22.3x1x
Price to Earnings Ratio

22.3x


Total Market Cap: US$46.5bTotal Earnings: US$2.1bTotal Revenue: US$47.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -30x202420252026
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 Market0.87%
Consumer Discretionary0.70%
Leisure4.42%
Leisure Products4.42%
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$98.169.1%
+US$477.8m		40.3%PE33.7x
CALY Callaway GolfUS$17.3817.4%
+US$463.8m		124.5%PE62.1x
PII PolarisUS$70.937.4%
+US$277.0m		74.6%PS0.5x
YETI YETI HoldingsUS$50.426.4%
+US$231.1m		68.1%PE24.1x
MAT MattelUS$14.654.0%
+US$165.6m		-22.1%PE8.5x

Latest News

HAS
US$83.90
Hasbro
7D
-0.3%
1Y
23.7%
PII
US$70.93
Polaris
7D
7.4%
1Y
74.6%
Narrative Update • Jun 13

PII: Easing Tariffs And Stronger Execution Will Unlock Underappreciated Earnings Power

Analysts have adjusted the Polaris fair value estimate from $81 to $84. This reflects updated price targets that incorporate mixed but generally more supportive research commentary around earnings, tariffs, and competitive positioning.
CALY
US$17.38
Callaway Golf
7D
17.4%
1Y
124.5%
BC
US$82.56
Brunswick
7D
2.7%
1Y
48.4%
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.
MAT
US$14.65
Mattel
7D
4.0%
1Y
-22.1%
Narrative Update • Jun 11

MAT: Content And Entertainment Expansion Will Support Stronger Long-Term Outlook

Mattel's updated analyst price target has shifted to $25.90 from $27.17. Analysts cite adjusted assumptions for discount rates, revenue growth, profit margins, and future P/E as the key drivers behind the change.
SWBI
US$14.76
Smith & Wesson Brands
7D
-0.4%
1Y
40.4%
Seeking Alpha • Jun 09

Smith & Wesson Brands: Strong Growth Supports The Bull Case

Summary Smith & Wesson offers strong growth and a growing dividend, which appeals to both income and yield investors. Handguns remain SWBI's core, comprising nearly 80% of sales and driving a favorable product mix that boosted gross margin to 26.2%. Recent Google Search Trends reveal that interest has remained at a recent high in 2026 for Smith & Wesson products. Growth is propelled by new product introductions, higher average selling prices, and improved fixed-cost absorption. Read the full article on Seeking Alpha
YETI
US$50.42
YETI Holdings
7D
6.4%
1Y
68.1%
PTON
US$5.55
Peloton Interactive
7D
-3.8%
1Y
-20.3%
Narrative Update • Jun 06

PTON: Tariff Relief And Content Deals Will Support Long Term Profit Potential

Analysts have slightly lowered their average Peloton Interactive price target by about $0.03 to roughly $15.31, reflecting updated views on tariffs, discount rates and profit expectations following recent research on Section 232 tariff changes. What's in the News Peloton reported Q1 CY2026 revenue growth of 1.1% year over year and guided full year revenue to about US$2.43b, with management highlighting the commercial segment, which reported 14% revenue growth year over year, and content licensing partnerships such as Spotify as key revenue drivers.
SWIM
US$5.60
Latham Group
7D
6.1%
1Y
-0.2%
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.
GOLF
US$98.16
Acushnet Holdings
7D
9.1%
1Y
40.3%
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.
MCFT
US$23.22
MasterCraft Boat Holdings
7D
5.7%
1Y
29.2%
Narrative Update • Jun 01

MCFT: Higher Revenue Assumptions And Margins Will Drive 2026 Upside Potential

Analysts have lifted the 12 month price target for MasterCraft Boat Holdings by $2, from $25 to $27. This reflects updated views on potential revenue growth, margins, and a recalibrated future P/E multiple.
TRNR
US$0.58
Interactive Strength
7D
-22.2%
1Y
-99.2%
YMAT
US$0.60
J-Star Holding
7D
-27.9%
1Y
n/a
VEEE
US$5.67
Twin Vee Powercats
7D
-3.4%
1Y
-93.1%
KMRK
US$1.21
K-TECH Solutions
7D
-21.4%
1Y
n/a