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U.S. Consumer Discretionary Sector Analysis

UpdatedAug 06, 2026
DataAggregated Company Financials
Companies777
  • 7D9.3%
  • 3M-2.4%
  • 1Y6.5%
  • YTD-0.9%

In the last week, the Consumer Discretionary industry is up 9.3%, with Amazon.com up 20%. In the same time, Marriott International was down 5.2%. This means that the industry has gained 6.5% over the past year. Earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Aug 2026US$7.9tUS$3.7tUS$259.9b19.1x30.2x2.1x
Sat, 04 Jul 2026US$7.5tUS$3.7tUS$214.5b18.8x34.9x2x
Mon, 01 Jun 2026US$7.9tUS$3.7tUS$213.2b18.6x37.3x2.2x
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
Price to Earnings Ratio

44.3x


Total Market Cap: US$5.0tTotal Earnings: US$112.7bTotal Revenue: US$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Discretionary Sector Price to Earnings3Y Average 34.5x202420252026
Current Industry PE
  • Investors are pessimistic on the American Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 30.2x which is lower than its 3-year average PE of 34.5x.
  • 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 32% per year over the last three years.
  • Revenues for these companies have grown 7.7% 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 Market5.51%
Consumer Discretionary9.27%
General Merchandise and Department Stores17.10%
Auto5.96%
Consumer Durables3.43%
Specialty Stores1.63%
Retail Distributors1.11%
Hospitality1.01%
Leisure0.57%
Luxury0.40%
Online Retail and Ecommerce0%0
Consumer Services-0.83%
Auto Components-1.46%
Industry PE
  • Investors are most optimistic about the Retail Distributors industry which is trading above its 3-year average PE ratio of 20.4x.
    • Analysts are expecting annual earnings growth of 26.7%, which is higher than its past year's earnings growth of 6.6% 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 17% per year.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 9.4% 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$272.2615.6%
+US$397.3b		22.0%PE21.7x
TSLA TeslaUS$319.533.5%
+US$42.2b		-0.9%PE331.6x
BABA Alibaba Group HoldingUS$126.819.0%
+US$23.9b		4.8%PE18.4x
HD Home DepotUS$349.524.9%
+US$16.1b		-9.5%PE24.9x
DASH DoorDashUS$213.268.0%
+US$6.3b		-21.3%PE109.9x

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