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U.S. Leisure Industry Analysis

UpdatedAug 25, 2025
DataAggregated Company Financials
Companies47
  • 7D2.8%
  • 3M15.4%
  • 1Y-12.9%
  • YTD-1.8%

In the last week, the Leisure industry is up 2.8%, with Brunswick up 4.5%. Meanwhile, Peloton Interactive actually underperformed within the industry, shrinking 6.4% in the last week. In contrast, the industry has lost 13% in the last 12 months. 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
Mon, 25 Aug 2025US$28.2bUS$32.2b-US$1,006,047,957.6126.5x-28.1x0.9x
Wed, 23 Jul 2025US$38.2bUS$36.8b-US$279,033,004.3523.5x-136.8x1x
Fri, 20 Jun 2025US$34.6bUS$36.7b-US$281,450,243.5619.3x-122.8x0.9x
Sun, 18 May 2025US$34.6bUS$36.8b-US$226,675,252.2719.2x-152.8x0.9x
Tue, 15 Apr 2025US$28.7bUS$37.1b-US$223,339,896.7616.7x-128.6x0.8x
Thu, 13 Mar 2025US$35.1bUS$37.1b-US$225,329,006.4217.6x-155.9x0.9x
Sat, 08 Feb 2025US$37.6bUS$37.2bUS$183.2m18.8x205.2x1x
Mon, 06 Jan 2025US$36.7bUS$38.0bUS$463.8m16x79.1x1x
Wed, 04 Dec 2024US$40.0bUS$38.0bUS$477.1m17.9x83.8x1.1x
Fri, 01 Nov 2024US$42.0bUS$40.7bUS$569.2m18x73.7x1x
Sun, 29 Sep 2024US$44.3bUS$42.0bUS$169.3m18.4x261.8x1.1x
Tue, 27 Aug 2024US$44.0bUS$42.3bUS$208.8m17.3x210.5x1x
Thu, 25 Jul 2024US$41.9bUS$43.2b-US$181,011,983.0017.8x-231.7x1x
Sat, 22 Jun 2024US$41.4bUS$43.4b-US$143,962,570.2016.9x-287.8x1x
Mon, 20 May 2024US$42.8bUS$43.4b-US$154,898,451.3518.8x-276.5x1x
Wed, 17 Apr 2024US$42.2bUS$44.9b-US$334,835,830.4818x-126.1x0.9x
Fri, 15 Mar 2024US$43.2bUS$44.9b-US$332,499,507.2019x-129.9x1x
Sun, 11 Feb 2024US$43.4bUS$45.4bUS$635.8m17.4x68.3x1x
Tue, 09 Jan 2024US$42.9bUS$45.9bUS$919.7m15.9x46.7x0.9x
Thu, 07 Dec 2023US$41.7bUS$46.0bUS$952.8m13.3x43.8x0.9x
Sat, 04 Nov 2023US$41.4bUS$46.1bUS$934.6m13.9x44.3x0.9x
Mon, 02 Oct 2023US$47.1bUS$46.5bUS$1.5b14.3x30.4x1x
Wed, 30 Aug 2023US$49.6bUS$46.5bUS$1.6b14.8x31.1x1.1x
Fri, 28 Jul 2023US$50.7bUS$46.8bUS$2.0b13.7x25.3x1.1x
Sun, 25 Jun 2023US$45.8bUS$47.1bUS$2.1b13.2x22.2x1x
Tue, 23 May 2023US$43.8bUS$45.9bUS$2.2b12.4x19.7x1x
Thu, 20 Apr 2023US$45.0bUS$45.7bUS$3.0b11.4x14.9x1x
Sat, 18 Mar 2023US$42.3bUS$45.8bUS$3.0b10x14x0.9x
Mon, 13 Feb 2023US$46.9bUS$46.2bUS$3.4b11.2x13.8x1x
Wed, 11 Jan 2023US$49.5bUS$50.0bUS$693.6m11.7x71.4x1x
Fri, 09 Dec 2022US$49.3bUS$50.0bUS$689.3m10.2x71.5x1x
Sun, 06 Nov 2022US$46.1bUS$50.0bUS$730.8m10.1x63.1x0.9x
Tue, 04 Oct 2022US$46.3bUS$49.4bUS$1.3b8x35.7x0.9x
Thu, 01 Sep 2022US$53.9bUS$49.5bUS$1.4b9x38.7x1.1x
Price to Earnings Ratio

38.7x


Total Market Cap: US$53.9bTotal Earnings: US$1.4bTotal Revenue: US$49.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average 3.8x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Leisure industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 0.97x.
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 13% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market0.47%
Consumer Discretionary1.42%
Leisure2.83%
Leisure Products2.83%
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
BC BrunswickUS$65.924.5%
+US$184.2m		-19.6%PE77x
MAT MattelUS$18.362.3%
+US$132.1m		-6.0%PE11.2x
YETI YETI HoldingsUS$35.713.6%
+US$101.5m		-12.8%PE16.4x
GOLF Acushnet HoldingsUS$79.502.0%
+US$92.1m		19.4%PE20.3x
SWIM Latham GroupUS$8.226.8%
+US$60.6m		27.6%PS1.8x

Latest News

BC
US$65.92
Brunswick
7D
4.5%
1Y
-19.6%

Brunswick (NYSE:BC) Has A Somewhat Strained Balance Sheet

Aug 25
Brunswick (NYSE:BC) Has A Somewhat Strained Balance Sheet
HAS
US$81.85
Hasbro
7D
0.4%
1Y
19.5%
GOLF
US$79.50
Acushnet Holdings
7D
2.0%
1Y
19.4%
TRNR
US$3.84
Interactive Strength
7D
-13.9%
1Y
-99.3%
TRON
US$5.22
Tron
7D
-23.0%
1Y
536.0%
PTON
US$7.91
Peloton Interactive
7D
-6.4%
1Y
61.4%
MBUU
US$39.19
Malibu Boats
7D
8.5%
1Y
7.3%

Malibu Boats: This Rough Ride Could Get Rougher (Rating Downgrade)

Aug 17
SWIM
US$8.22
Latham Group
7D
6.8%
1Y
27.6%
MODG
US$9.76
Topgolf Callaway Brands
7D
-0.5%
1Y
-12.7%

Expanded Value Offerings And New Venues Will Drive Active Leisure

The significant upward revision in analyst price target for Topgolf Callaway Brands is primarily driven by improved consensus revenue growth forecasts and a higher future P/E multiple, resulting in a fair value increase from $9.00 to $10.14. What's in the News Topgolf Callaway Brands lowered its FY2025 consolidated net revenue guidance to $3.80–$3.92 billion, down from prior guidance of $4.00–$4.185 billion.
YETI
US$35.71
YETI Holdings
7D
3.6%
1Y
-12.8%
PII
US$57.15
Polaris
7D
1.3%
1Y
-34.2%

Recreational Vehicles Expansion Will Temper Overvaluation And Prompt Gains

The upward revision in Polaris’s consensus price target is primarily driven by stronger expectations for revenue growth and improved net profit margins, resulting in a new fair value of $48.55. What's in the News Polaris Off Road unveiled the 2026 RANGER 500, a compact, mid-size utility vehicle targeting the value segment, featuring user-friendly controls, enhanced versatility, and a starting MSRP of $9,999.
MAT
US$18.36
Mattel
7D
2.3%
1Y
-6.0%

Analysts Are Updating Their Mattel, Inc. (NASDAQ:MAT) Estimates After Its Second-Quarter Results

Aug 01
Analysts Are Updating Their Mattel, Inc. (NASDAQ:MAT) Estimates After Its Second-Quarter Results
KBSX
US$1.72
FST
7D
2.4%
1Y
-85.0%

The Drive For Profits Is Missing The Green At FST Corp.

Jun 20