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U.S. Consumer Discretionary Sector Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies776
  • 7D-0.6%
  • 3M6.5%
  • 1Y11.5%
  • YTD0.9%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Tesla gained 7.7%. As for the the longer term, the industry is up 11% over the past 12 months. Earnings are forecast to grow by 21% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 May 2026US$7.9tUS$3.7tUS$211.7b18.6x37.4x2.1x
Sun, 12 Apr 2026US$7.3tUS$3.6tUS$198.3b19.2x36.8x2x
Tue, 10 Mar 2026US$7.3tUS$3.6tUS$204.4b18.5x35.5x2x
Thu, 05 Feb 2026US$7.9tUS$3.6tUS$217.4b19.8x36.2x2.2x
Sat, 03 Jan 2026US$7.7tUS$3.6tUS$221.6b19.2x34.5x2.2x
Mon, 01 Dec 2025US$7.6tUS$3.6tUS$221.3b18.5x34.6x2.1x
Wed, 29 Oct 2025US$7.9tUS$3.5tUS$222.9b18.7x35.4x2.3x
Fri, 26 Sep 2025US$7.8tUS$3.5tUS$221.3b19.4x35.2x2.2x
Sun, 24 Aug 2025US$7.3tUS$3.5tUS$217.6b20.4x33.6x2.1x
Tue, 22 Jul 2025US$7.1tUS$3.4tUS$215.7b19x32.9x2.1x
Thu, 19 Jun 2025US$6.7tUS$3.4tUS$216.9b17.4x30.8x1.9x
Sat, 17 May 2025US$6.8tUS$3.4tUS$220.1b17.7x30.9x2x
Mon, 14 Apr 2025US$5.8tUS$3.4tUS$211.8b15.7x27.6x1.7x
Wed, 12 Mar 2025US$6.2tUS$3.4tUS$214.4b17x29x1.8x
Fri, 07 Feb 2025US$7.3tUS$3.3tUS$193.6b19.2x37.7x2.2x
Sun, 05 Jan 2025US$7.1tUS$3.3tUS$201.8b18.2x35.3x2.1x
Tue, 03 Dec 2024US$6.9tUS$3.3tUS$199.4b19.4x34.6x2.1x
Thu, 31 Oct 2024US$5.9tUS$3.2tUS$180.1b18.3x33x1.9x
Sat, 28 Sep 2024US$6.0tUS$3.2tUS$177.9b18.2x33.5x1.9x
Mon, 26 Aug 2024US$5.6tUS$3.2tUS$173.7b17.6x32.1x1.8x
Wed, 24 Jul 2024US$5.6tUS$3.1tUS$167.4b17.6x33.7x1.8x
Fri, 21 Jun 2024US$5.4tUS$3.1tUS$166.6b18x32.7x1.7x
Sun, 19 May 2024US$5.5tUS$3.1tUS$164.8b18.3x33.2x1.8x
Tue, 16 Apr 2024US$5.3tUS$3.1tUS$160.5b16.7x32.9x1.7x
Thu, 14 Mar 2024US$5.3tUS$3.1tUS$156.5b17.4x33.9x1.7x
Sat, 10 Feb 2024US$5.3tUS$3.1tUS$152.3b17.7x34.7x1.7x
Mon, 08 Jan 2024US$5.1tUS$3.1tUS$141.5b17.5x35.9x1.7x
Wed, 06 Dec 2023US$5.0tUS$3.1tUS$139.3b15.8x36.2x1.7x
Fri, 03 Nov 2023US$4.6tUS$3.0tUS$124.8b14.8x36.9x1.5x
Sun, 01 Oct 2023US$4.7tUS$3.0tUS$113.9b15x41.4x1.6x
Tue, 29 Aug 2023US$4.8tUS$3.0tUS$112.3b15.4x42.7x1.6x
Thu, 27 Jul 2023US$5.0tUS$2.9tUS$101.9b15.8x49.4x1.7x
Sat, 24 Jun 2023US$4.8tUS$2.9tUS$98.6b14.2x48.5x1.6x
Mon, 22 May 2023US$4.3tUS$2.9tUS$99.0b14x43.7x1.5x
Price to Earnings Ratio

43.7x


Total Market Cap: US$4.3tTotal Earnings: US$99.0bTotal Revenue: US$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Discretionary Sector Price to Earnings3Y Average 35.5x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 35.5x.
  • 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 29% per year over the last three years.
  • Revenues for these companies have grown 8.1% 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 Market1.15%
Consumer Discretionary-0.58%
Auto7.49%
Auto Components4.72%
Online Retail and Ecommerce0%0
Consumer Services-1.61%
General Merchandise and Department Stores-1.64%
Leisure-1.88%
Consumer Durables-4.03%
Hospitality-4.46%
Specialty Stores-6.00%
Luxury-6.10%
Retail Distributors-7.72%
Industry PE
  • Investors are most optimistic about the Luxury industry, which is trading close to its 3-year average PE ratio of 28.7x.
    • Analysts are expecting annual earnings growth of 18.0%, which is higher than its past year's earnings growth of 13.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is better than its past earnings decline of 24% 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
TSLA TeslaUS$443.307.7%
+US$118.3b		29.3%PE431.1x
F Ford MotorUS$14.4818.9%
+US$9.2b		34.7%PS0.3x
EBAY eBayUS$113.246.4%
+US$3.0b		60.4%PE25.1x
JD JD.comUS$32.868.8%
+US$3.0b		-4.3%PE21.8x
SBUX StarbucksUS$106.402.1%
+US$2.4b		21.9%PE81.1x

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