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U.S. Leisure Industry Analysis

UpdatedApr 12, 2026
DataAggregated Company Financials
Companies47
  • 7D2.7%
  • 3M-6.8%
  • 1Y42.5%
  • YTD0.8%

The Leisure industry has gained 2.7% in the last week and Brunswick up 5.1%. In the last 12 months, the industry was up 42%. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

Has the U.S. Leisure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Apr 2026US$42.2bUS$35.7b-US$366,962,493.7322.9x-115.1x1.2x
Tue, 10 Mar 2026US$42.1bUS$35.8b-US$291,097,147.0723.3x-144.7x1.2x
Thu, 05 Feb 2026US$46.8bUS$37.2b-US$2,080,272,192.4326.8x-22.5x1.3x
Sat, 03 Jan 2026US$41.1bUS$36.5b-US$1,888,878,994.0024.8x-21.7x1.1x
Mon, 01 Dec 2025US$41.5bUS$36.5b-US$1,882,082,634.3422.5x-22.1x1.1x
Wed, 29 Oct 2025US$41.2bUS$36.6b-US$1,903,416,057.7421.5x-21.7x1.1x
Fri, 26 Sep 2025US$26.9bUS$32.3b-US$969,457,365.1522.9x-27.8x0.8x
Sun, 24 Aug 2025US$28.2bUS$32.2b-US$1,006,047,957.6126.5x-28.1x0.9x
Tue, 22 Jul 2025US$37.9bUS$36.8b-US$278,964,088.8923.3x-135.9x1x
Thu, 19 Jun 2025US$34.4bUS$36.8b-US$265,074,357.4218.6x-129.6x0.9x
Sat, 17 May 2025US$34.2bUS$36.8b-US$226,675,252.2719.2x-151.1x0.9x
Mon, 14 Apr 2025US$28.7bUS$37.1b-US$223,328,738.7916.6x-128.6x0.8x
Wed, 12 Mar 2025US$35.9bUS$37.1b-US$312,143,944.3317.9x-115.2x1x
Fri, 07 Feb 2025US$37.2bUS$37.2bUS$183.3m18.4x203x1x
Sun, 05 Jan 2025US$36.7bUS$38.0bUS$463.8m16x79.1x1x
Tue, 03 Dec 2024US$40.0bUS$38.0bUS$477.1m18.2x83.9x1.1x
Thu, 31 Oct 2024US$42.3bUS$40.8bUS$592.7m18.5x71.4x1x
Sat, 28 Sep 2024US$44.0bUS$42.0bUS$169.3m18.4x260.1x1x
Mon, 26 Aug 2024US$43.9bUS$42.3bUS$208.8m17.1x210.4x1x
Wed, 24 Jul 2024US$42.9bUS$43.4b-US$145,146,448.8217.9x-295.6x1x
Fri, 21 Jun 2024US$41.5bUS$43.4b-US$157,247,077.2419x-263.8x1x
Sun, 19 May 2024US$42.8bUS$43.4b-US$154,898,451.3518.8x-276.5x1x
Tue, 16 Apr 2024US$42.8bUS$44.9b-US$334,861,576.5118x-127.8x1x
Thu, 14 Mar 2024US$43.2bUS$44.9b-US$197,385,729.1117.9x-218.9x1x
Sat, 10 Feb 2024US$43.4bUS$45.4bUS$635.8m17.4x68.3x1x
Mon, 08 Jan 2024US$42.9bUS$45.9bUS$919.7m16x46.7x0.9x
Wed, 06 Dec 2023US$42.5bUS$46.0bUS$952.8m13.2x44.7x0.9x
Fri, 03 Nov 2023US$39.6bUS$46.1bUS$959.3m13.6x41.3x0.9x
Sun, 01 Oct 2023US$47.1bUS$46.5bUS$1.5b14.3x30.4x1x
Tue, 29 Aug 2023US$48.7bUS$46.5bUS$1.6b15.3x30.6x1x
Thu, 27 Jul 2023US$50.6bUS$47.3bUS$2.2b13.7x23.2x1.1x
Sat, 24 Jun 2023US$45.8bUS$47.1bUS$2.1b13.2x22.2x1x
Mon, 22 May 2023US$43.9bUS$45.9bUS$2.2b12.2x19.7x1x
Wed, 19 Apr 2023US$44.8bUS$45.7bUS$3.0b11.2x14.9x1x
Price to Earnings Ratio

14.9x


Total Market Cap: US$44.8bTotal Earnings: US$3.0bTotal Revenue: US$45.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -16.1x202420252026
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 0.99x 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 8.0% per year, which is driving profits down.

Industry Trends

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

US Market3.38%
Consumer Discretionary5.14%
Leisure2.75%
Leisure Products2.75%
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$77.065.1%
+US$244.8m		74.2%PS0.9x
GOLF Acushnet HoldingsUS$97.794.2%
+US$229.0m		58.4%PE30.4x
HAS HasbroUS$91.731.7%
+US$220.9m		76.3%PS2.7x
MAT MattelUS$14.641.9%
+US$84.6m		-2.7%PE11.1x
SWIM Latham GroupUS$5.7510.8%
+US$65.5m		14.8%PE60.5x

Latest News

MAT
US$14.64
Mattel
7D
1.9%
1Y
-2.7%
SWIM
US$5.75
Latham Group
7D
10.8%
1Y
14.8%
JOUT
US$51.62
Johnson Outdoors
7D
10.9%
1Y
128.2%
BC
US$77.06
Brunswick
7D
5.1%
1Y
74.2%
CALY
US$14.10
Callaway Golf
7D
1.7%
1Y
124.9%
NWTG
US$1.35
Newton Golf Company
7D
-4.9%
1Y
-27.0%
HAS
US$91.73
Hasbro
7D
1.7%
1Y
76.3%

HAS: Entertainment And Gaming Expansion Will Drive Post 2025 Earnings Upside

Analysts trimmed the Hasbro fair value estimate slightly from $112.73 to $112.60. This reflects a mix of higher price targets, such as the new $110 level at UBS, and fresh coverage that highlights both gaming and entertainment opportunities as well as ongoing share and industry headwinds.
RGR
US$40.96
Sturm Ruger
7D
-0.1%
1Y
5.2%
SWBI
US$14.34
Smith & Wesson Brands
7D
-3.5%
1Y
56.9%

SWBI: Q3 Beat And Q4 Outlook Will Test Regulatory And Execution Resilience

Analysts have lifted their price target on Smith & Wesson Brands to $14 from $11, pointing to Q3 results that came in above expectations and a positive outlook for Q4 as key supports for this updated view. Analyst Commentary While the updated US$14 price target reflects confidence in the latest Q3 report and the stated positive outlook for Q4, analysts are not uniformly optimistic.
HERE
US$3.10
Here Group
7D
-8.8%
1Y
-30.0%

HERE: Bullish Coverage And Buybacks Will Support Long Term Repricing

Analysts have trimmed their price target for Here Group to $5.52 from $7.02, citing updated assumptions for slightly softer long term revenue growth, lower profit margins and a higher future P/E multiple, together with a new bullish initiation from CICC that has reinforced confidence in the name. Analyst Commentary Recent commentary on Here Group has a mixed tone.
TRNR
US$1.19
Interactive Strength
7D
-16.2%
1Y
-98.8%
GOLF
US$97.79
Acushnet Holdings
7D
4.2%
1Y
58.4%

GOLF: Solid Demand And Capital Returns Will Support Balanced Outlook Through 2026

Narrative Update Acushnet Holdings' analyst price targets have generally shifted higher into a $100 to $102 range, as analysts cite solid recent quarters, 2026 guidance slightly above expectations, steady demand, and ongoing capital returns. They also highlight a balanced risk/reward profile with the shares trading at over 16x expected 2026 EBITDA.
YMAT
US$0.31
J-Star Holding
7D
-5.5%
1Y
n/a
PII
US$55.19
Polaris
7D
2.1%
1Y
61.2%

PII: Future Returns Will Reflect Quality Improvements And Underappreciated Earnings Power

Analysts have trimmed the average price target for Polaris by just over $1, reflecting mixed views as some highlight ongoing quality improvements and potential earnings power, while others point to a weak demand backdrop, tariff overhangs, and a choppy consumer environment. Analyst Commentary Recent research on Polaris reflects a split view, with some analysts focusing on quality improvements and earnings potential, while others emphasize weak demand signals and external headwinds such as tariffs.
ESCA
US$17.83
Escalade
7D
-2.1%
1Y
18.0%
KMRK
US$1.75
K-TECH Solutions
7D
-4.4%
1Y
n/a