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U.S. Leisure Industry Analysis

UpdatedAug 29, 2026
DataAggregated Company Financials
Companies41
  • 7D-1.1%
  • 3M0.05%
  • 1Y8.5%
  • YTD4.1%

Over the last 7 days, the Leisure industry has dropped 1.1%, driven by Brunswick declining 5.2%. This takes the industry's 12 month performance to a gain of 8.5%. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 29 Aug 2026US$43.2bUS$36.8bUS$1.3b23.1x34.3x1.2x
Mon, 27 Jul 2026US$44.9bUS$36.1bUS$881.0m22.3x51x1.2x
Wed, 24 Jun 2026US$45.3bUS$36.0b-US$143,906,503.1931.9x-314.7x1.3x
Fri, 22 May 2026US$44.2bUS$36.0b-US$136,776,520.8621x-323.2x1.2x
Sun, 19 Apr 2026US$45.0bUS$35.7b-US$367,302,025.9824.6x-122.5x1.3x
Tue, 17 Mar 2026US$41.2bUS$35.7b-US$316,019,066.8527.5x-130.4x1.2x
Thu, 12 Feb 2026US$48.6bUS$37.7b-US$1,872,120,478.2426.1x-25.9x1.3x
Sat, 10 Jan 2026US$45.7bUS$36.5b-US$1,888,878,994.0026.1x-24.2x1.3x
Mon, 08 Dec 2025US$41.6bUS$36.5b-US$1,884,874,693.9122.1x-22.1x1.1x
Wed, 05 Nov 2025US$38.6bUS$36.6b-US$1,975,082,307.4724.2x-19.5x1.1x
Fri, 03 Oct 2025US$27.6bUS$32.3b-US$969,441,668.8023.1x-28.5x0.9x
Sun, 31 Aug 2025US$27.5bUS$32.3b-US$962,565,316.3724.1x-28.6x0.9x
Tue, 29 Jul 2025US$27.4bUS$32.4b-US$762,690,089.9322.2x-35.9x0.8x
Thu, 26 Jun 2025US$35.6bUS$36.7b-US$281,437,033.6018.7x-126.6x1x
Sat, 24 May 2025US$33.5bUS$36.8b-US$258,015,665.1618.3x-129.7x0.9x
Mon, 21 Apr 2025US$28.4bUS$37.1b-US$223,356,037.8016.4x-126.9x0.8x
Wed, 19 Mar 2025US$34.4bUS$37.1b-US$225,395,075.6417.5x-152.8x0.9x
Fri, 14 Feb 2025US$37.3bUS$37.3bUS$157.7m18.1x236.6x1x
Sun, 12 Jan 2025US$36.3bUS$38.0bUS$463.8m15.6x78.4x1x
Tue, 10 Dec 2024US$40.9bUS$39.2bUS$252.7m18x162x1x
Thu, 07 Nov 2024US$42.8bUS$40.7bUS$569.0m19.5x75.2x1.1x
Sat, 05 Oct 2024US$43.5bUS$42.0bUS$169.4m18.5x257x1x
Mon, 02 Sep 2024US$43.2bUS$42.0bUS$176.1m18.2x245.5x1x
Wed, 31 Jul 2024US$44.7bUS$42.6bUS$143.0m19.4x313x1x
Fri, 28 Jun 2024US$40.6bUS$43.4b-US$143,965,168.9617.4x-282.3x0.9x
Sun, 26 May 2024US$42.2bUS$43.4b-US$154,853,336.0418.5x-272.4x1x
Tue, 23 Apr 2024US$42.0bUS$44.9b-US$334,888,853.0418.7x-125.3x0.9x
Thu, 21 Mar 2024US$43.0bUS$44.9b-US$333,895,228.8619.1x-128.7x1x
Sat, 17 Feb 2024US$43.6bUS$45.2b-US$194,497,895.3617.2x-224.1x1x
Mon, 15 Jan 2024US$42.5bUS$45.9bUS$919.7m16.1x46.2x0.9x
Wed, 13 Dec 2023US$41.5bUS$45.9bUS$919.9m15.2x45.1x0.9x
Fri, 10 Nov 2023US$39.6bUS$46.0bUS$901.4m12.4x43.9x0.9x
Sun, 08 Oct 2023US$43.8bUS$46.5bUS$1.5b14.1x28.3x0.9x
Tue, 05 Sep 2023US$50.1bUS$46.5bUS$1.5b14.7x32.4x1.1x
Price to Earnings Ratio

32.4x


Total Market Cap: US$50.1bTotal Earnings: US$1.5bTotal Revenue: US$46.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -41.3x202420252026
Current Industry PE
  • Investors are optimistic on the American Leisure industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 34.3x which is higher than its 3-year average PE of -41.3x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Leisure industry have declined 6.7% per year over the last three years,
  • Revenues have also declined 7.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

US Market0.25%
Consumer Discretionary-0.33%
Leisure-1.08%
Leisure Products-1.08%
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
MAT MattelUS$15.144.3%
+US$180.0m		-17.3%PE10.1x
HAS HasbroUS$94.230.7%
+US$97.3m		16.1%PE16.7x
FNKO FunkoUS$7.109.2%
+US$33.6m		105.2%PS0.4x
TRON TronUS$2.083.5%
+US$33.2m		-51.5%PE143.8x
PTON Peloton InteractiveUS$5.450.7%
+US$17.6m		-28.3%PE37.8x

Latest News

MBUU
US$27.36
Malibu Boats
7D
-7.3%
1Y
-17.6%
GOLF
US$86.91
Acushnet Holdings
7D
-2.2%
1Y
13.4%
MAT
US$15.14
Mattel
7D
4.3%
1Y
-17.3%
CALY
US$15.69
Callaway Golf
7D
-1.3%
1Y
64.1%
Seeking Alpha • Aug 28

Callaway Golf Company Is Too Cheap To Pass Up

Summary Callaway Golf Company (CALY) is rated a 'strong buy' due to attractive valuation, robust balance sheet, and continued growth post-Topgolf divestiture. CALY's Q2 revenue rose to $612.2M, with net income surging to $75.8M and EBITDA expanding to $124.9M, driven by golf equipment and golf ball market share gains. Management raised 2026 revenue guidance to $2.045–$2.07B and EBITDA to $246–$260M, citing product innovation, margin expansion, and cost savings initiatives. Despite recent PR missteps, CALY's upside potential remains significant, with valuation multiples well below competitor Acushnet Holdings and a net cash position of $227.5M. Read the full article on Seeking Alpha
FNKO
US$7.10
Funko
7D
9.2%
1Y
105.2%
TRON
US$2.08
Tron
7D
3.5%
1Y
-51.5%
PII
US$63.78
Polaris
7D
-0.9%
1Y
12.7%
Narrative Update • Aug 26

PII: Future Returns Will Reflect Tariff Refund Support And Demand Uncertainty

The analyst price target for Polaris has moved from $68.00 to about $72.73. This reflects updated views that factor in recent Q2 earnings beats, raised 2026 guidance and tariff refunds that supported margin and earnings outcomes despite a still challenging consumer backdrop.
MCFT
US$23.89
MasterCraft Boat Holdings
7D
-6.2%
1Y
8.9%
SWBI
US$12.78
Smith & Wesson Brands
7D
-9.4%
1Y
56.4%
YETI
US$41.57
YETI Holdings
7D
-5.0%
1Y
18.2%
Narrative Update • Aug 20

YETI: Strengthening Brand Momentum Will Support Margin Expansion Through 2026

Analysts have raised the fair value estimate for YETI Holdings from $68.34 to $72.17 as they factor in a slightly higher future P/E assumption of about 20.98x. This is supported by recent price target revisions that highlight continued brand strength, solid execution, and a "healthy-enough" margin outlook despite ongoing competition, tariff, and inflation pressures.
PTON
US$5.45
Peloton Interactive
7D
0.7%
1Y
-28.3%
HAS
US$94.23
Hasbro
7D
0.7%
1Y
16.1%
SWIM
US$7.08
Latham Group
7D
0.7%
1Y
-11.8%
BC
US$76.64
Brunswick
7D
-5.2%
1Y
20.5%
CLAR
US$3.80
Clarus
7D
2.4%
1Y
4.7%
Narrative Update • Aug 10

CLAR: Share Repurchases And Stable 2026 Guidance Will Support Re Rating Potential

Analysts now set their Clarus price target at $4.50, compared with the prior $4.00. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
HERE
US$1.89
Here Group
7D
2.2%
1Y
-76.7%