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U.S. Leisure Industry Analysis

UpdatedApr 23, 2026
DataAggregated Company Financials
Companies47
  • 7D2.5%
  • 3M-5.6%
  • 1Y45.2%
  • YTD4.2%

The Leisure industry is up 2.5% in the last week, with Polaris up 22%. This takes the industry's 12 month performance to a gain of 45%. 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
Thu, 23 Apr 2026US$44.2bUS$35.7b-US$367,320,752.6424.5x-120.3x1.2x
Sat, 21 Mar 2026US$40.9bUS$35.6b-US$340,699,144.5023.7x-120x1.1x
Mon, 16 Feb 2026US$46.1bUS$35.7b-US$327,357,312.2625.4x-140.7x1.3x
Wed, 14 Jan 2026US$45.2bUS$36.5b-US$1,892,054,783.0026.6x-23.9x1.2x
Fri, 12 Dec 2025US$42.3bUS$36.5b-US$1,885,975,398.1222.5x-22.5x1.2x
Sun, 09 Nov 2025US$38.9bUS$36.5b-US$1,893,804,407.7923.3x-20.5x1.1x
Tue, 07 Oct 2025US$28.4bUS$32.3b-US$969,451,607.5721.6x-29.3x0.9x
Thu, 04 Sep 2025US$27.2bUS$32.3b-US$962,510,023.8723.9x-28.2x0.8x
Sat, 02 Aug 2025US$26.6bUS$32.3b-US$938,931,143.6925.4x-28.3x0.8x
Mon, 30 Jun 2025US$35.7bUS$36.8b-US$277,139,040.9919.4x-129x1x
Wed, 28 May 2025US$32.9bUS$36.8b-US$257,954,427.4018.8x-127.7x0.9x
Fri, 25 Apr 2025US$29.1bUS$37.1b-US$223,349,660.7017.2x-130.2x0.8x
Sun, 23 Mar 2025US$34.2bUS$37.1b-US$226,329,200.0917.4x-151.1x0.9x
Tue, 18 Feb 2025US$37.7bUS$37.3bUS$157.7m18.4x239.1x1x
Thu, 16 Jan 2025US$36.3bUS$38.0bUS$463.7m15.7x78.3x1x
Sat, 14 Dec 2024US$41.0bUS$39.2bUS$234.5m17.5x174.7x1x
Mon, 11 Nov 2024US$42.7bUS$40.7bUS$515.7m18.9x82.9x1x
Wed, 09 Oct 2024US$44.0bUS$42.0bUS$169.4m18.8x259.8x1x
Fri, 06 Sep 2024US$42.7bUS$42.0bUS$176.2m17.1x242.6x1x
Sun, 04 Aug 2024US$43.0bUS$42.6bUS$132.8m18.7x324.1x1x
Tue, 02 Jul 2024US$40.6bUS$43.4b-US$145,395,682.3516.9x-279.5x0.9x
Thu, 30 May 2024US$42.2bUS$43.4b-US$154,822,732.8118.6x-272.9x1x
Sat, 27 Apr 2024US$43.0bUS$43.8b-US$341,774,016.7816.8x-125.8x1x
Mon, 25 Mar 2024US$43.9bUS$44.9b-US$333,806,110.4418.9x-131.6x1x
Wed, 21 Feb 2024US$42.9bUS$45.2b-US$194,472,821.4316.7x-220.6x1x
Fri, 19 Jan 2024US$42.1bUS$45.9bUS$925.6m16x45.5x0.9x
Sun, 17 Dec 2023US$44.6bUS$45.9bUS$919.7m15.8x48.5x1x
Tue, 14 Nov 2023US$38.3bUS$46.0bUS$891.9m12.4x43x0.8x
Thu, 12 Oct 2023US$44.5bUS$46.5bUS$1.5b14.3x28.8x1x
Sat, 09 Sep 2023US$47.7bUS$46.5bUS$1.5b14.7x30.8x1x
Mon, 07 Aug 2023US$49.3bUS$46.6bUS$1.5b14.4x31.9x1.1x
Wed, 05 Jul 2023US$49.1bUS$47.1bUS$2.1b13.5x23x1x
Fri, 02 Jun 2023US$43.2bUS$45.9bUS$2.2b12x19.4x0.9x
Sun, 30 Apr 2023US$45.9bUS$45.8bUS$2.8b10.6x16.5x1x
Price to Earnings Ratio

16.5x


Total Market Cap: US$45.9bTotal Earnings: US$2.8bTotal Revenue: US$45.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -17.5x202420252026
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 1.00x 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 Market1.73%
Consumer Discretionary1.22%
Leisure2.52%
Leisure Products2.52%
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
PII PolarisUS$58.5322.2%
+US$603.0m		72.0%PS0.5x
CALY Callaway GolfUS$15.239.3%
+US$236.6m		130.8%PE71.4x
BC BrunswickUS$80.454.2%
+US$209.7m		77.7%PS1x
YETI YETI HoldingsUS$40.655.4%
+US$156.7m		44.0%PE18.6x
GOLF Acushnet HoldingsUS$99.032.8%
+US$155.8m		59.9%PE30.8x

Latest News

RGR
US$42.08
Sturm Ruger
7D
-0.6%
1Y
5.3%
YETI
US$40.65
YETI Holdings
7D
5.4%
1Y
44.0%
GOLF
US$99.03
Acushnet Holdings
7D
2.8%
1Y
59.9%
FNKO
US$4.47
Funko
7D
12.6%
1Y
9.8%

FNKO: Future AEBITDA And Refinancing Progress Will Likely Keep Shares Fairly Priced

Analysts have lifted their price target on Funko shares to $6.50 from $6, citing expectations that improving AEBITDA comparisons could help the company refinance debt and ease what they view as a valuation overhang. Analyst Commentary Recent research has focused on how Funko's profitability trends could influence its balance sheet and, in turn, how investors think about the stock's valuation.
HAS
US$90.61
Hasbro
7D
-3.5%
1Y
72.0%
PTON
US$5.02
Peloton Interactive
7D
3.3%
1Y
-16.1%

PTON: Future Returns Will Depend On Execution Under Intensifying Competitive Pressure

Peloton Interactive's analyst price target has been revised lower by $3.25, as analysts factor in tougher competition, multiple price target cuts across major firms, and tariff related uncertainty, partly offset by at least one firm keeping a positive stance after reviewing Section 232 developments. Analyst Commentary Recent research on Peloton Interactive reflects a cautious tone, with several bearish analysts trimming price targets and reassessing risk, while one major firm maintains a constructive view after reviewing tariff developments.
PII
US$58.53
Polaris
7D
22.2%
1Y
72.0%

Polaris: Now Advantaged By Domestic Manufacturing Capacity

Apr 20
VMAR
US$1.39
Vision Marine Technologies
7D
-20.1%
1Y
-99.5%
BC
US$80.45
Brunswick
7D
4.2%
1Y
77.7%

BC: Buybacks And Tuck In Acquisitions Will Support Long Term Upside

Analysts have revised their price target on Brunswick to $88.71. This reflects updated views on the company’s discount rate, revenue growth outlook, profit margin profile, and expected future P/E.
CALY
US$15.23
Callaway Golf
7D
9.3%
1Y
130.8%

CALY: Healthier Golf Spending And New Models Will Support Future Share Recovery

Analysts have collectively nudged their average price target for Callaway Golf higher by $4, citing healthier golf spending trends, a steadier profit outlook, and recent model updates that focus on stabilizing market share and reinforcing revenue and earnings trajectories. Analyst Commentary Recent research on Callaway Golf points to a mixed but constructive tone, with several firms adjusting models and price targets as they reassess golf demand, market share trends, and the company’s earnings profile.
SWIM
US$6.01
Latham Group
7D
-0.3%
1Y
8.3%

SWIM: Lean Manufacturing Progress Will Support Future Margin Strength And Upside

Analysts have nudged the price target on Latham Group higher to $8.50 from $7.89, reflecting updated views on revenue growth, profit margin outlook, and a higher assumed future P/E multiple that aligns with recent Street research, which argues the fiscal 2026 margin plan is tracking ahead of prior expectations. Analyst Commentary Recent Street research around Latham Group points to a mixed but constructive setup, with some analysts lifting their price targets on the back of updated guidance and margin plans, while others trim expectations at the margin.
MAT
US$15.15
Mattel
7D
2.1%
1Y
-0.7%
NWTG
US$1.18
Newton Golf Company
7D
-11.9%
1Y
-33.7%
YMAT
US$0.26
J-Star Holding
7D
-13.2%
1Y
n/a
YYAI
US$0.90
AiRWA
7D
-4.9%
1Y
-97.8%
TRON
US$2.38
Tron
7D
-2.5%
1Y
418.5%

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

Mar 29
Companies Like Tron (NASDAQ:TRON) Can Afford To Invest In Growth