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U.S. Consumer Discretionary Sector Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies773
  • 7D2.3%
  • 3M7.4%
  • 1Y10.2%
  • YTD-2.8%

The Consumer Discretionary industry is up 1.9% in the last week, with Amazon.com up 3.4%. During this same period, the Alibaba Group Holding underperformed, falling 7.3%. In the last 12 months, the industry was up 10%. Looking forward, 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
Wed, 17 Jun 2026US$7.6tUS$3.7tUS$214.7b18.3x35.5x2.1x
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
Price to Earnings Ratio

48.5x


Total Market Cap: US$4.8tTotal Earnings: US$98.6bTotal Revenue: US$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Discretionary Sector Price to Earnings3Y Average 35.2x202420252026
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 35.2x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 30% per year over the last three years.
  • Revenues for these companies have grown 8.3% 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 Market2.32%
Consumer Discretionary2.35%
Hospitality5.73%
Retail Distributors4.81%
Specialty Stores2.45%
General Merchandise and Department Stores2.32%
Consumer Durables1.92%
Luxury1.50%
Auto1.46%
Leisure0.45%
Online Retail and Ecommerce0%0
Consumer Services-0.90%
Auto Components-1.72%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 40.2x.
    • Analysts expect its future annual earnings growth (18.4%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings decline of 10% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 7.9% 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$246.003.4%
+US$86.1b		15.8%PE29.1x
TSLA TeslaUS$404.662.0%
+US$30.0b		27.9%PE393.5x
HD Home DepotUS$337.094.9%
+US$15.7b		-3.4%PE24x
BKNG Booking HoldingsUS$175.729.4%
+US$11.7b		-16.9%PE22.1x
DASH DoorDashUS$170.0312.6%
+US$8.3b		-22.9%PE80x

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