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U.S. Leisure Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies47
  • 7D2.2%
  • 3M-7.2%
  • 1Y41.1%
  • YTD0.9%

Hasbro is up 2.3%, leading the way for the Leisure industry, which has gained 2.2%. In the last 12 months, the industry was up 41%. Looking forward, earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Apr 2026US$42.2bUS$35.7b-US$366,968,226.8823.3x-115.1x1.2x
Thu, 12 Mar 2026US$42.2bUS$35.8b-US$290,869,461.9123.7x-145.1x1.2x
Sat, 07 Feb 2026US$46.8bUS$37.2b-US$2,073,503,589.6027.1x-22.6x1.3x
Mon, 05 Jan 2026US$41.8bUS$36.5b-US$1,888,878,994.0024.8x-22.1x1.1x
Wed, 03 Dec 2025US$41.1bUS$36.5b-US$1,882,075,983.1122.4x-21.8x1.1x
Fri, 31 Oct 2025US$40.2bUS$36.7b-US$1,946,873,962.1220.7x-20.6x1.1x
Sun, 28 Sep 2025US$27.2bUS$32.3b-US$969,462,881.4023x-28x0.8x
Tue, 26 Aug 2025US$28.2bUS$32.2b-US$1,006,019,835.2827.1x-28x0.9x
Thu, 24 Jul 2025US$39.2bUS$36.8b-US$279,040,961.8523.6x-140.5x1.1x
Sat, 21 Jun 2025US$34.6bUS$36.7b-US$281,423,863.8219.1x-122.8x0.9x
Mon, 19 May 2025US$34.6bUS$36.8b-US$226,675,252.2719.2x-152.8x0.9x
Wed, 16 Apr 2025US$29.0bUS$37.1b-US$223,282,020.5916.2x-129.8x0.8x
Fri, 14 Mar 2025US$34.7bUS$37.1b-US$225,281,824.3217.3x-153.9x0.9x
Sun, 09 Feb 2025US$37.1bUS$37.2bUS$183.2m18.8x202.3x1x
Tue, 07 Jan 2025US$36.7bUS$38.0bUS$463.7m16x79.1x1x
Thu, 05 Dec 2024US$40.0bUS$38.0bUS$477.1m18x83.8x1.1x
Sat, 02 Nov 2024US$42.0bUS$40.7bUS$569.2m18.3x73.8x1x
Mon, 30 Sep 2024US$44.3bUS$42.0bUS$169.3m18.4x261.8x1.1x
Wed, 28 Aug 2024US$44.1bUS$42.3bUS$208.8m17.2x211.3x1x
Fri, 26 Jul 2024US$41.7bUS$43.2b-US$184,727,620.5118.2x-225.8x1x
Sun, 23 Jun 2024US$42.0bUS$43.4b-US$143,962,570.2016.9x-291.8x1x
Tue, 21 May 2024US$42.8bUS$43.4b-US$154,887,137.2518.5x-276.5x1x
Thu, 18 Apr 2024US$41.6bUS$44.9b-US$334,871,535.8518.6x-124.3x0.9x
Sat, 16 Mar 2024US$42.1bUS$44.9b-US$332,488,742.0419x-126.8x0.9x
Mon, 12 Feb 2024US$43.4bUS$45.4bUS$635.8m17.4x68.3x1x
Wed, 10 Jan 2024US$43.2bUS$45.9bUS$919.7m15.8x47x0.9x
Fri, 08 Dec 2023US$41.7bUS$46.0bUS$952.8m13.4x43.8x0.9x
Sun, 05 Nov 2023US$41.4bUS$46.1bUS$934.6m13.9x44.3x0.9x
Tue, 03 Oct 2023US$47.1bUS$46.5bUS$1.5b14.2x30.4x1x
Thu, 31 Aug 2023US$49.3bUS$46.5bUS$1.5b14.6x31.9x1.1x
Sat, 29 Jul 2023US$49.9bUS$46.8bUS$2.0b13.5x25.1x1.1x
Mon, 26 Jun 2023US$45.8bUS$47.1bUS$2.1b13.2x22.2x1x
Wed, 24 May 2023US$43.9bUS$45.9bUS$2.2b12.4x19.7x1x
Fri, 21 Apr 2023US$44.7bUS$45.7bUS$3.0b11.1x14.8x1x
Price to Earnings Ratio

14.8x


Total Market Cap: US$44.7bTotal Earnings: US$3.0bTotal Revenue: US$45.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -16.4x202420252026
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 Market4.25%
Consumer Discretionary5.91%
Leisure2.17%
Leisure Products2.17%
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
HAS HasbroUS$92.492.3%
+US$291.2m		73.4%PS2.8x
BC BrunswickUS$77.806.0%
+US$286.5m		74.0%PS0.9x
GOLF Acushnet HoldingsUS$96.952.2%
+US$120.0m		57.1%PE30.1x
PII PolarisUS$55.222.3%
+US$69.1m		62.3%PS0.4x
SWIM Latham GroupUS$5.769.1%
+US$56.1m		12.9%PE60.6x

Latest News

YETI
US$36.87
YETI Holdings
7D
-0.7%
1Y
27.9%

YETI: Returning Sales Momentum Will Support Stronger Margins Through 2026

The updated fair value estimate for YETI Holdings edges higher to about $68.34 per share from roughly $68.09, reflecting analysts' mixed but generally constructive adjustments to price targets as they weigh recent Q4 results, revised long term sales and margin expectations, and a wider range of Buy and Equal Weight ratings across the Street. Analyst Commentary Recent Street research around YETI Holdings centers on how the latest Q4 results and updated guidance line up with analysts' expectations for earnings, sales momentum, and margin trends.
PII
US$55.22
Polaris
7D
2.3%
1Y
62.3%

Polaris: Not Attractive Enough Yet

Apr 13
MBUU
US$25.83
Malibu Boats
7D
6.4%
1Y
-4.5%

MBUU: Expanded Boat Lineup And Buybacks Will Support Future Share Price

Analysts have maintained their $42.00 price target on Malibu Boats as small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions offset each other, leaving their overall valuation view unchanged. What's in the News Malibu Boats plans to exhibit a multi brand lineup at the Miami International Boat Show from February 11 to 15, 2026, including Malibu, Axis, Pursuit, Cobalt, Cobia and Pathfinder models, highlighting new and existing boats across performance, luxury and bay/offshore categories (Key Developments).
PTON
US$4.73
Peloton Interactive
7D
1.7%
1Y
-17.0%

The Reasons I Am Avoiding Owning Peloton Interactive Just Yet

Apr 10
SWIM
US$5.76
Latham Group
7D
9.1%
1Y
12.9%
JOUT
US$51.50
Johnson Outdoors
7D
7.9%
1Y
127.7%
BC
US$77.80
Brunswick
7D
6.0%
1Y
74.0%
CALY
US$14.00
Callaway Golf
7D
-1.3%
1Y
121.5%
NWTG
US$1.31
Newton Golf Company
7D
-11.5%
1Y
-30.7%
FNKO
US$3.57
Funko
7D
-1.9%
1Y
-12.3%

FNKO: Future AEBITDA And Refinancing Prospects May Keep Shares Fairly Priced

Analysts have raised their price target on Funko stock to $6.50 from $6.00, citing expectations for improving AEBITDA comparisons that they say could help the company refinance debt and reduce what they view as a valuation overhang. Analyst Commentary Recent research commentary on Funko centers on how future AEBITDA trends could influence the company’s ability to address its debt load and the valuation overhang some analysts see in the shares.
HAS
US$92.49
Hasbro
7D
2.3%
1Y
73.4%

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.
SWBI
US$14.64
Smith & Wesson Brands
7D
-0.8%
1Y
60.7%

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$3.23
Here Group
7D
-8.2%
1Y
-28.1%

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.
GOLF
US$96.95
Acushnet Holdings
7D
2.2%
1Y
57.1%

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.
TRON
US$2.37
Tron
7D
-1.3%
1Y
686.9%

Companies Like Tron (NASDAQ:TRON) Can Afford To Invest In Growth

Mar 29
Companies Like Tron (NASDAQ:TRON) Can Afford To Invest In Growth
KBSX
US$1.30
FST
7D
-0.8%
1Y
-35.0%

Market Participants Recognise FST Corp.'s (NASDAQ:KBSX) Revenues

Jan 29
Market Participants Recognise FST Corp.'s (NASDAQ:KBSX) Revenues