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U.S. Leisure Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies44
  • 7D0.2%
  • 3M-2.5%
  • 1Y35.2%
  • YTD2.6%

The Leisure is pretty flat in the last 7 days, but Peloton Interactive has stood out, gaining 13%. As for the the longer term, the industry is up 35% over the past 12 months. 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
Tue, 02 Jun 2026US$44.8bUS$36.0b-US$140,838,417.6722.9x-318.4x1.2x
Thu, 30 Apr 2026US$44.2bUS$35.8b-US$342,329,915.5424.1x-129.2x1.2x
Sat, 28 Mar 2026US$41.1bUS$35.6b-US$368,669,491.1222.4x-111.5x1.2x
Mon, 23 Feb 2026US$47.1bUS$35.7b-US$318,489,733.1225.7x-147.9x1.3x
Wed, 21 Jan 2026US$45.5bUS$36.5b-US$1,892,054,783.0026.1x-24.1x1.2x
Fri, 19 Dec 2025US$41.7bUS$36.5b-US$1,886,687,701.0023.3x-22.1x1.1x
Sun, 16 Nov 2025US$39.0bUS$36.5b-US$1,881,024,601.7122.7x-20.7x1.1x
Tue, 14 Oct 2025US$26.2bUS$32.3b-US$969,380,041.1321.4x-27x0.8x
Thu, 11 Sep 2025US$27.6bUS$32.3b-US$968,475,337.0424.4x-28.5x0.9x
Sat, 09 Aug 2025US$26.0bUS$32.2b-US$1,020,819,002.4625x-25.5x0.8x
Mon, 07 Jul 2025US$37.9bUS$36.8b-US$276,917,049.7419.8x-136.8x1x
Wed, 04 Jun 2025US$32.7bUS$36.8b-US$258,019,071.8218.3x-126.7x0.9x
Fri, 02 May 2025US$30.9bUS$36.9b-US$292,671,835.0018.3x-105.5x0.8x
Sun, 30 Mar 2025US$33.6bUS$37.1b-US$225,340,510.5217.6x-149.2x0.9x
Tue, 25 Feb 2025US$37.9bUS$37.1bUS$1.2b21.3x31.9x1x
Thu, 23 Jan 2025US$37.2bUS$38.0bUS$461.9m16x80.4x1x
Sat, 21 Dec 2024US$37.2bUS$39.2bUS$234.6m16.2x158.7x0.9x
Mon, 18 Nov 2024US$41.1bUS$40.7bUS$442.0m17.9x93x1x
Wed, 16 Oct 2024US$44.1bUS$42.0bUS$169.5m18.7x259.9x1x
Fri, 13 Sep 2024US$41.4bUS$42.0bUS$169.4m17.1x244.4x1x
Sun, 11 Aug 2024US$42.2bUS$42.3bUS$212.0m17x198.9x1x
Tue, 09 Jul 2024US$39.3bUS$43.4b-US$145,474,428.5816.8x-270.1x0.9x
Thu, 06 Jun 2024US$42.0bUS$43.4b-US$154,834,228.1019.5x-271.1x1x
Sat, 04 May 2024US$42.4bUS$43.6b-US$477,909,123.8217.1x-88.7x1x
Mon, 01 Apr 2024US$45.3bUS$44.9b-US$333,791,671.6219.2x-135.6x1x
Wed, 28 Feb 2024US$42.6bUS$45.1b-US$226,446,562.9917.9x-188.3x0.9x
Fri, 26 Jan 2024US$42.5bUS$45.8bUS$919.2m16.4x46.2x0.9x
Sun, 24 Dec 2023US$45.5bUS$45.9bUS$919.6m16.4x49.5x1x
Tue, 21 Nov 2023US$40.6bUS$46.0bUS$953.2m12.8x42.6x0.9x
Thu, 19 Oct 2023US$43.6bUS$46.5bUS$1.5b14x28.2x0.9x
Sat, 16 Sep 2023US$47.4bUS$46.5bUS$1.5b14.5x30.6x1x
Mon, 14 Aug 2023US$49.4bUS$46.5bUS$1.6b16.1x31x1.1x
Wed, 12 Jul 2023US$50.0bUS$47.1bUS$2.1b13.3x23.4x1.1x
Fri, 09 Jun 2023US$47.0bUS$47.2bUS$2.1b12.8x21.9x1x
Price to Earnings Ratio

21.9x


Total Market Cap: US$47.0bTotal Earnings: US$2.1bTotal Revenue: US$47.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -26.5x202420252026
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 Market1.58%
Consumer Discretionary1.58%
Leisure0.23%
Leisure Products0.23%
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
PTON Peloton InteractiveUS$6.4813.5%
+US$333.4m		-1.8%PE120.9x
YETI YETI HoldingsUS$47.384.8%
+US$163.6m		54.8%PE22.6x
BC BrunswickUS$82.471.9%
+US$98.1m		65.9%PS1x
TRON TronUS$2.015.2%
+US$47.4m		252.9%PE174.5x
FNKO FunkoUS$5.597.3%
+US$21.2m		34.4%PS0.3x

Latest News

GOLF
US$88.63
Acushnet Holdings
7D
0.2%
1Y
30.2%
Seeking Alpha • Jun 01

Acushnet Offers Promise, But Shares Aren't Cheap Enough For Me To Take A Swing

Summary Acushnet Holdings is rated 'hold' due to fair-to-rich valuation and mixed profitability despite strong top-line growth. GOLF's revenue rose 7.1% year-over-year, driven by new product launches and higher golf participation, but margin compression persists. Tariffs, weakening consumer confidence, and economic headwinds are pressuring GOLF's margins even as US golf rounds and participation hit record highs. Management guides for 2026 revenue of $2.625–$2.675 billion and EBITDA of $415–$435 million, but GOLF remains less attractive than peers on valuation metrics. Read the full article on Seeking Alpha
MAT
US$14.86
Mattel
7D
-1.5%
1Y
-20.0%
BC
US$82.47
Brunswick
7D
1.9%
1Y
65.9%
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).
HERE
US$2.19
Here Group
7D
-6.8%
1Y
-61.2%
CALY
US$15.24
Callaway Golf
7D
-0.9%
1Y
155.7%
PTON
US$6.48
Peloton Interactive
7D
13.5%
1Y
-1.8%
FNKO
US$5.59
Funko
7D
7.3%
1Y
34.4%
Narrative Update • May 24

FNKO: Improving AEBITDA Is Expected To Support Debt Refinancing Progress

Narrative Update on Funko Analysts lifted their price target on Funko from $4.50 to $6.50, citing improved AEBITDA comparisons. They noted that these improvements could help the company refinance debt and ease what they view as a valuation overhang on the stock.
AOUT
US$10.34
American Outdoor Brands
7D
7.7%
1Y
-11.4%
Narrative Update • May 24

AOUT: Share Repurchases And Steady Outlook Will Support Future Upside

Analysts maintained their $14.00 price target for American Outdoor Brands, citing only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that did not materially change their overall view of the stock. What's in the News American Outdoor Brands maintained earnings guidance for fiscal year 2026 and continues to expect net sales in the range of approximately $191 million to $193 million (company guidance).
RGR
US$38.94
Sturm Ruger
7D
-2.7%
1Y
9.6%
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
HAS
US$85.07
Hasbro
7D
-3.4%
1Y
29.8%
SWIM
US$5.32
Latham Group
7D
1.9%
1Y
-4.8%
YETI
US$47.38
YETI Holdings
7D
4.8%
1Y
54.8%
SWBI
US$15.14
Smith & Wesson Brands
7D
-2.1%
1Y
61.4%
Narrative Update • May 21

SWBI: Strong Q3 And Q4 Outlook Will Support Balanced Return Potential

Analysts have raised their 12 month price target for Smith & Wesson Brands to $14 from $11, citing Q3 results that exceeded expectations and a positive outlook for Q4 as the main drivers of the change. Analyst Commentary Bullish Takeaways Bullish analysts see the raised 12 month price target to $14 as a reflection of stronger than expected Q3 execution, which in their view supports a higher valuation than previously assumed.
ESCA
US$18.15
Escalade
7D
-2.9%
1Y
23.7%
TRON
US$2.01
Tron
7D
5.2%
1Y
252.9%