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U.S. Leisure Industry Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies43
  • 7D1.2%
  • 3M9.3%
  • 1Y14.3%
  • YTD6.3%

Acushnet Holdings is up 5.1%, leading the way for the Leisure industry, which has gained 1.2%. During this same period, the Tron underperformed, falling 17%. This means that the industry has gained 14% over the past year. 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
Fri, 26 Jun 2026US$45.7bUS$36.0b-US$143,909,847.5930.8x-317.8x1.3x
Sun, 24 May 2026US$44.7bUS$36.0b-US$140,899,379.7321.6x-317.5x1.2x
Tue, 21 Apr 2026US$45.0bUS$35.7b-US$367,301,599.8124.7x-122.5x1.3x
Thu, 19 Mar 2026US$41.8bUS$35.7b-US$317,142,846.3225.2x-131.7x1.2x
Sat, 14 Feb 2026US$46.0bUS$37.7b-US$1,872,095,756.2625.3x-24.6x1.2x
Mon, 12 Jan 2026US$45.3bUS$36.5b-US$1,888,878,994.0026.1x-24x1.2x
Wed, 10 Dec 2025US$41.1bUS$36.5b-US$1,884,848,012.9922x-21.8x1.1x
Fri, 07 Nov 2025US$39.0bUS$36.6b-US$1,880,925,292.5823.4x-20.7x1.1x
Sun, 05 Oct 2025US$28.4bUS$32.3b-US$969,448,977.4623.1x-29.3x0.9x
Tue, 02 Sep 2025US$27.5bUS$32.3b-US$962,561,076.9824.1x-28.6x0.9x
Thu, 31 Jul 2025US$27.5bUS$32.3b-US$910,604,915.9721.3x-30.2x0.9x
Sat, 28 Jun 2025US$35.4bUS$36.8b-US$277,139,040.9919.4x-127.8x1x
Mon, 26 May 2025US$32.9bUS$36.8b-US$258,015,665.1618.3x-127.6x0.9x
Wed, 23 Apr 2025US$28.0bUS$37.1b-US$223,369,566.2917.1x-125.4x0.8x
Fri, 21 Mar 2025US$34.5bUS$37.1b-US$225,377,714.6817.4x-153x0.9x
Sun, 16 Feb 2025US$37.7bUS$37.3bUS$157.7m18.4x239.1x1x
Tue, 14 Jan 2025US$36.3bUS$38.0bUS$463.8m15.6x78.4x1x
Thu, 12 Dec 2024US$41.5bUS$39.2bUS$234.4m17.7x176.9x1.1x
Sat, 09 Nov 2024US$42.8bUS$40.7bUS$515.7m18.9x82.9x1.1x
Mon, 07 Oct 2024US$43.9bUS$42.0bUS$169.4m18.5x259.3x1x
Wed, 04 Sep 2024US$43.2bUS$42.0bUS$176.2m17.7x245.4x1x
Fri, 02 Aug 2024US$45.0bUS$42.6bUS$132.1m19.1x340.6x1.1x
Sun, 30 Jun 2024US$40.6bUS$43.4b-US$145,440,629.5717.1x-279.4x0.9x
Tue, 28 May 2024US$42.2bUS$43.4b-US$154,878,786.3518.5x-272.4x1x
Thu, 25 Apr 2024US$43.0bUS$44.2b-US$286,027,352.9917.9x-150.5x1x
Sat, 23 Mar 2024US$43.9bUS$44.9b-US$333,806,110.4418.9x-131.6x1x
Mon, 19 Feb 2024US$43.0bUS$45.2b-US$194,497,895.3617.2x-221.3x1x
Wed, 17 Jan 2024US$42.5bUS$45.9bUS$925.6m15.9x45.9x0.9x
Fri, 15 Dec 2023US$43.1bUS$45.9bUS$919.7m15.9x46.8x0.9x
Sun, 12 Nov 2023US$38.7bUS$46.0bUS$891.8m12.6x43.4x0.8x
Tue, 10 Oct 2023US$44.0bUS$46.5bUS$1.5b14.3x28.4x0.9x
Thu, 07 Sep 2023US$48.7bUS$46.5bUS$1.5b13.6x31.5x1x
Sat, 05 Aug 2023US$49.3bUS$46.6bUS$1.5b14.4x31.9x1.1x
Mon, 03 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 -33.6x202420252026
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-2.68%
Consumer Discretionary-4.53%
Leisure1.24%
Leisure Products1.24%
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$113.205.1%
+US$320.3m		54.5%PE38.9x
BC BrunswickUS$87.965.3%
+US$285.2m		58.5%PS1x
YETI YETI HoldingsUS$50.012.1%
+US$78.8m		66.8%PE23.9x
SWIM Latham GroupUS$6.348.9%
+US$61.1m		-2.8%PE87x
MCFT MasterCraft Boat HoldingsUS$25.6410.1%
+US$56.9m		41.1%PE57.1x

Latest News

PII
US$72.15
Polaris
7D
1.1%
1Y
79.8%
PTON
US$5.71
Peloton Interactive
7D
-1.0%
1Y
-10.6%
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$15.69
Smith & Wesson Brands
7D
-2.4%
1Y
79.9%
BC
US$87.96
Brunswick
7D
5.3%
1Y
58.5%
MAT
US$13.81
Mattel
7D
-1.6%
1Y
-29.1%
CALY
US$18.48
Callaway Golf
7D
1.4%
1Y
131.3%
SWIM
US$6.34
Latham Group
7D
8.9%
1Y
-2.8%
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$50.01
YETI Holdings
7D
2.1%
1Y
66.8%
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$113.20
Acushnet Holdings
7D
5.1%
1Y
54.5%
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$6.50
AIR Global
7D
-7.1%
1Y
-38.1%
MCFT
US$25.64
MasterCraft Boat Holdings
7D
10.1%
1Y
41.1%
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.
HERE
US$1.98
Here Group
7D
-6.6%
1Y
-77.6%
Narrative Update • Jun 15

HERE: Share Repurchases Will Support Long Term Repricing Despite Lower P/E Multiple

Analysts have reset their price target for Here Group to $2.50 from $14, reflecting softer execution visibility, normalization in pop toy sales, and a lower target forward P/E multiple of 5x that builds in a discount for execution risks and limited near term re rating catalysts. What's in the News Here Group issued preliminary revenue guidance for the fourth quarter ending June 30, 2026, indicating an expected range of RMB 130.0 million to RMB 140.0 million.
MBUU
US$29.11
Malibu Boats
7D
6.8%
1Y
-8.5%
Seeking Alpha • Jun 09

Malibu Boats: Challenged, Speculative, And Potentially Interesting

Summary Malibu Boats trades near cycle lows after a sharp post-pandemic bust, with shares at $26 despite recent M&A activity. Current fundamentals are challenged: unit volumes are down 12%, margins are compressed, and adjusted earnings are falling, but valuation sits at just 0.7x sales and 8.4x EBITDA. The acquisition of Saxdor Yachts adds growth potential and global reach, though the deal's full value could exceed $250 million with earn-outs. Malibu Boats offers significant upside if margins and sales recover, but cyclical risks and execution on recent M&A create a speculative, volatile setup. Read the full article on Seeking Alpha
RGR
US$38.43
Sturm Ruger
7D
-4.4%
1Y
6.4%
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$0.85
FST
7D
-28.9%
1Y
-50.7%
TRON
US$1.36
Tron
7D
-16.6%
1Y
-82.9%