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U.S. Consumer Discretionary Sector Analysis

UpdatedApr 29, 2026
DataAggregated Company Financials
Companies779
  • 7D-0.7%
  • 3M-4.3%
  • 1Y19.6%
  • YTD-2.0%

Last week, the Consumer Discretionary industry hasn't moved much but Amazon.com is up 3.9% in that time. As for the the longer term, the industry is up 20% over the past 12 months. As for the next few years, earnings are expected to grow by 20% per annum.

Sector Valuation and Performance

Has the U.S. Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 29 Apr 2026US$7.7tUS$3.6tUS$194.1b19.1x39.7x2.1x
Fri, 27 Mar 2026US$7.1tUS$3.6tUS$198.6b18.6x35.6x1.9x
Sun, 22 Feb 2026US$7.5tUS$3.6tUS$207.5b20.4x36.3x2.1x
Tue, 20 Jan 2026US$7.8tUS$3.6tUS$221.6b19.4x35.3x2.2x
Thu, 18 Dec 2025US$7.7tUS$3.5tUS$221.4b19.5x34.6x2.2x
Sat, 15 Nov 2025US$7.6tUS$3.5tUS$222.2b18.1x34x2.1x
Mon, 13 Oct 2025US$7.4tUS$3.5tUS$220.8b17.9x33.5x2.1x
Wed, 10 Sep 2025US$7.6tUS$3.5tUS$221.7b19.4x34.2x2.2x
Fri, 08 Aug 2025US$7.0tUS$3.4tUS$219.3b18.4x31.9x2x
Sun, 06 Jul 2025US$7.0tUS$3.4tUS$216.1b19x32.2x2x
Tue, 03 Jun 2025US$6.7tUS$3.4tUS$217.5b17x30.8x2x
Thu, 01 May 2025US$6.1tUS$3.4tUS$211.2b16.4x28.9x1.8x
Sat, 29 Mar 2025US$6.4tUS$3.4tUS$211.8b16.4x30.3x1.9x
Mon, 24 Feb 2025US$7.1tUS$3.4tUS$211.9b18.7x33.3x2.1x
Wed, 22 Jan 2025US$7.2tUS$3.3tUS$202.1b19.2x35.8x2.2x
Fri, 20 Dec 2024US$7.2tUS$3.3tUS$200.8b18.3x35.6x2.1x
Sun, 17 Nov 2024US$6.6tUS$3.4tUS$197.7b18x33.6x2x
Tue, 15 Oct 2024US$5.9tUS$3.2tUS$178.6b18x32.9x1.8x
Thu, 12 Sep 2024US$5.5tUS$3.2tUS$177.3b16.8x31.2x1.7x
Sat, 10 Aug 2024US$5.2tUS$3.2tUS$172.6b16.9x30.1x1.6x
Mon, 08 Jul 2024US$5.7tUS$3.1tUS$167.3b17.1x34.4x1.8x
Wed, 05 Jun 2024US$5.4tUS$3.1tUS$167.9b18x32x1.7x
Fri, 03 May 2024US$5.3tUS$3.1tUS$166.0b17x31.7x1.7x
Sun, 31 Mar 2024US$5.4tUS$3.1tUS$160.5b18.2x33.8x1.8x
Tue, 27 Feb 2024US$5.4tUS$3.1tUS$153.9b17.4x34.9x1.7x
Thu, 25 Jan 2024US$5.1tUS$3.1tUS$141.6b17x36x1.7x
Sat, 23 Dec 2023US$5.3tUS$3.1tUS$141.3b17.7x37.6x1.7x
Mon, 20 Nov 2023US$4.9tUS$3.0tUS$138.3b15.6x35.7x1.6x
Wed, 18 Oct 2023US$4.8tUS$3.0tUS$113.8b15.2x41.8x1.6x
Fri, 15 Sep 2023US$5.0tUS$3.0tUS$112.8b15.3x44.7x1.7x
Sun, 13 Aug 2023US$5.0tUS$3.0tUS$112.7b16.1x44.3x1.7x
Tue, 11 Jul 2023US$4.9tUS$2.9tUS$99.8b15.3x49.3x1.7x
Thu, 08 Jun 2023US$4.6tUS$2.9tUS$99.0b14.6x46.8x1.6x
Sat, 06 May 2023US$4.2tUS$2.9tUS$92.5b14.1x45.7x1.4x
Price to Earnings Ratio

45.7x


Total Market Cap: US$4.2tTotal Earnings: US$92.5bTotal Revenue: US$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Discretionary Sector Price to Earnings3Y Average 35.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 39.7x which is higher than its 3-year average PE of 35.6x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 7.6% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market-0.028%
Consumer Discretionary-0.70%
General Merchandise and Department Stores2.38%
Leisure0.43%
Online Retail and Ecommerce0%0
Auto Components-0.018%
Consumer Services-2.54%
Auto-2.74%
Specialty Stores-3.05%
Hospitality-3.92%
Consumer Durables-3.98%
Luxury-5.15%
Retail Distributors-5.66%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 28.6x.
    • Analysts are expecting annual earnings growth of 18.4%, which is higher than its past year's earnings decline of 14.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings decline of 31% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 7.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AMZN Amazon.comUS$259.703.9%
+US$105.3b		38.6%PE36x
MBLY Mobileye GlobalUS$9.0514.5%
+US$970.7m		-38.0%PS3.8x
CVNA CarvanaUS$406.421.4%
+US$786.5m		66.8%PE41.3x
HAS HasbroUS$95.544.9%
+US$632.6m		55.2%PS2.9x
CHDN Churchill DownsUS$99.529.6%
+US$605.0m		8.9%PE17.9x

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