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U.S. Leisure Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies42
  • 7D3.7%
  • 3M3.3%
  • 1Y12.5%
  • YTD3.7%

Acushnet Holdings is up 9.1%, leading the way for the Leisure industry, which has gained 4.4%. This takes the industry's 12 month performance to a gain of 28%. 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
Mon, 15 Jun 2026US$45.3bUS$35.9b-US$151,396,469.4032.3x-298.9x1.3x
Wed, 13 May 2026US$44.1bUS$36.1b-US$236,627,082.8429.1x-186.2x1.2x
Fri, 10 Apr 2026US$42.6bUS$35.3b-US$265,424,862.7222.8x-160.4x1.2x
Sun, 08 Mar 2026US$42.1bUS$35.8b-US$291,052,364.5523.6x-144.7x1.2x
Tue, 03 Feb 2026US$44.8bUS$36.9b-US$2,116,460,103.0025.9x-21.2x1.2x
Thu, 01 Jan 2026US$41.5bUS$36.5b-US$1,888,878,994.0023.1x-22x1.1x
Sat, 29 Nov 2025US$41.5bUS$36.5b-US$1,878,033,404.7722.5x-22.1x1.1x
Mon, 27 Oct 2025US$41.0bUS$36.6b-US$1,903,365,792.2823.8x-21.5x1.1x
Wed, 24 Sep 2025US$26.9bUS$32.3b-US$969,542,590.1523.1x-27.8x0.8x
Fri, 22 Aug 2025US$27.1bUS$32.2b-US$1,000,080,727.2226.2x-27.1x0.8x
Sun, 20 Jul 2025US$37.9bUS$36.8b-US$278,929,083.9923.1x-135.8x1x
Tue, 17 Jun 2025US$34.3bUS$36.8b-US$257,927,087.9618.7x-133.2x0.9x
Thu, 15 May 2025US$34.1bUS$36.8b-US$227,313,137.5618.9x-150.1x0.9x
Sat, 12 Apr 2025US$28.5bUS$37.1b-US$223,328,738.7916.6x-127.6x0.8x
Mon, 10 Mar 2025US$36.3bUS$37.1b-US$312,178,254.7118.2x-116.2x1x
Wed, 05 Feb 2025US$35.3bUS$37.2bUS$198.0m18.8x178.3x0.9x
Fri, 03 Jan 2025US$37.3bUS$39.2bUS$234.5m15.7x159x0.9x
Sun, 01 Dec 2024US$40.0bUS$38.0bUS$476.6m18.1x84x1.1x
Tue, 29 Oct 2024US$41.7bUS$40.8bUS$593.1m18.6x70.4x1x
Thu, 26 Sep 2024US$44.0bUS$42.0bUS$169.3m17.5x259.9x1x
Sat, 24 Aug 2024US$42.9bUS$42.3bUS$208.8m17.1x205.3x1x
Mon, 22 Jul 2024US$41.7bUS$43.4b-US$145,183,209.3018x-287x1x
Wed, 19 Jun 2024US$41.9bUS$43.4b-US$157,219,532.8818.8x-266.6x1x
Fri, 17 May 2024US$43.4bUS$43.4b-US$155,209,834.6519x-279.8x1x
Sun, 14 Apr 2024US$43.5bUS$44.9b-US$333,629,932.7918.2x-130.3x1x
Tue, 12 Mar 2024US$43.3bUS$44.9b-US$216,142,982.7217.7x-200.2x1x
Thu, 08 Feb 2024US$41.9bUS$45.3bUS$516.1m16.4x81.2x0.9x
Sat, 06 Jan 2024US$42.7bUS$45.9bUS$919.7m16x46.5x0.9x
Mon, 04 Dec 2023US$42.2bUS$46.0bUS$952.6m13.5x44.3x0.9x
Wed, 01 Nov 2023US$39.7bUS$46.3bUS$1.0b13.5x39.2x0.9x
Fri, 29 Sep 2023US$46.8bUS$46.5bUS$1.5b14.5x30.2x1x
Sun, 27 Aug 2023US$48.7bUS$46.5bUS$1.6b15.3x30.6x1x
Tue, 25 Jul 2023US$50.4bUS$47.1bUS$2.2b13.7x23.4x1.1x
Thu, 22 Jun 2023US$46.3bUS$47.1bUS$2.1b12.6x22.2x1x
Price to Earnings Ratio

22.2x


Total Market Cap: US$46.3bTotal Earnings: US$2.1bTotal Revenue: US$47.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -30.3x202420252026
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 Market0.50%
Consumer Discretionary-0.13%
Leisure3.65%
Leisure Products3.65%
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$98.168.4%
+US$447.4m		35.9%PE33.7x
CALY Callaway GolfUS$17.3811.1%
+US$312.8m		106.7%PE62.1x
YETI YETI HoldingsUS$50.425.8%
+US$208.3m		65.1%PE24.1x
PII PolarisUS$70.934.8%
+US$184.9m		71.6%PS0.5x
MAT MattelUS$14.653.1%
+US$127.9m		-24.2%PE8.5x

Latest News

HAS
US$83.90
Hasbro
7D
0.4%
1Y
20.3%
Seeking Alpha • 7h

Hasbro: Magic Strength Keeps The Buy Case Intact

Summary Hasbro remains a buy as Wizards of the Coast drives recurring, high-margin growth and Magic's momentum proves more durable. Magic's ecosystem expansion, record-setting sales, and robust backlist/Secret Lair growth support a shift from hit-driven to recurring revenue. HAS management's FY2026 guidance appears conservative, leaving room for beat-and-raise upside if Magic demand and Consumer Products rebound. Valuation at ~13.5x NTM PE is below historical averages, offering rerating potential as Wizards' earnings mix increases and margins expand. Read the full article on Seeking Alpha
PII
US$70.93
Polaris
7D
4.8%
1Y
71.6%
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.
HERE
US$2.22
Here Group
7D
45.1%
1Y
-83.1%
CALY
US$17.38
Callaway Golf
7D
11.1%
1Y
106.7%
BC
US$82.56
Brunswick
7D
2.3%
1Y
44.7%
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
3.1%
1Y
-24.2%
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.
YETI
US$50.42
YETI Holdings
7D
5.8%
1Y
65.1%
PTON
US$5.55
Peloton Interactive
7D
-1.9%
1Y
-19.9%
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.
VMAR
US$0.33
Vision Marine Technologies
7D
-22.3%
1Y
-99.9%
GOLF
US$98.16
Acushnet Holdings
7D
8.4%
1Y
35.9%
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.
KBSX
US$1.31
FST
7D
-1.5%
1Y
-29.6%
TRNR
US$0.58
Interactive Strength
7D
-19.9%
1Y
-99.2%
YMAT
US$0.60
J-Star Holding
7D
-27.9%
1Y
n/a
VEEE
US$5.67
Twin Vee Powercats
7D
-6.7%
1Y
-92.9%
TRON
US$1.76
Tron
7D
-5.9%
1Y
-80.8%
KMRK
US$1.21
K-TECH Solutions
7D
-21.4%
1Y
n/a