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U.S. Consumer Discretionary Sector Analysis

UpdatedMar 26, 2026
DataAggregated Company Financials
Companies782
  • 7D0.2%
  • 3M-11.9%
  • 1Y7.3%
  • YTD-9.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.9%, driven by a pullback from Tesla of 1.7%. In the past year, the industry has gained 4.6%. Looking forward, earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Mar 2026US$7.0tUS$3.6tUS$199.3b18.8x35.2x1.9x
Sat, 21 Feb 2026US$7.5tUS$3.6tUS$207.4b20.4x35.9x2.1x
Mon, 19 Jan 2026US$7.8tUS$3.6tUS$221.6b19.4x35.3x2.2x
Wed, 17 Dec 2025US$7.7tUS$3.6tUS$221.9b19.2x34.8x2.2x
Fri, 14 Nov 2025US$7.8tUS$3.5tUS$223.7b18.4x34.7x2.2x
Sun, 12 Oct 2025US$7.4tUS$3.5tUS$220.8b17.9x33.5x2.1x
Tue, 09 Sep 2025US$7.5tUS$3.5tUS$221.7b19.8x33.9x2.2x
Thu, 07 Aug 2025US$6.9tUS$3.4tUS$218.7b18.7x31.7x2x
Sat, 05 Jul 2025US$7.0tUS$3.4tUS$216.1b19x32.2x2x
Mon, 02 Jun 2025US$6.7tUS$3.4tUS$217.6b16.9x30.8x2x
Wed, 30 Apr 2025US$6.1tUS$3.4tUS$210.7b16.7x29.1x1.8x
Fri, 28 Mar 2025US$6.4tUS$3.4tUS$211.7b17.1x30.4x1.9x
Sun, 23 Feb 2025US$7.1tUS$3.4tUS$211.9b18.7x33.4x2.1x
Tue, 21 Jan 2025US$7.2tUS$3.3tUS$201.9b18.9x35.8x2.2x
Thu, 19 Dec 2024US$7.5tUS$3.3tUS$200.9b18.2x37.4x2.2x
Sat, 16 Nov 2024US$6.7tUS$3.4tUS$195.5b18.3x34.4x2x
Mon, 14 Oct 2024US$5.9tUS$3.2tUS$178.6b18x32.9x1.8x
Wed, 11 Sep 2024US$5.4tUS$3.2tUS$177.8b16.7x30.3x1.7x
Fri, 09 Aug 2024US$5.1tUS$3.2tUS$172.7b16.7x29.4x1.6x
Sun, 07 Jul 2024US$5.7tUS$3.1tUS$167.3b17.1x34.4x1.8x
Tue, 04 Jun 2024US$5.4tUS$3.1tUS$167.6b18.3x32x1.7x
Thu, 02 May 2024US$5.3tUS$3.1tUS$167.2b17x31.5x1.7x
Sat, 30 Mar 2024US$5.4tUS$3.1tUS$160.3b18.2x33.8x1.8x
Mon, 26 Feb 2024US$5.3tUS$3.1tUS$153.1b17.6x34.9x1.7x
Wed, 24 Jan 2024US$5.1tUS$3.1tUS$141.5b17.2x35.9x1.7x
Fri, 22 Dec 2023US$5.3tUS$3.1tUS$141.0b17.5x37.3x1.7x
Sun, 19 Nov 2023US$4.9tUS$3.0tUS$138.2b15.6x35.4x1.6x
Tue, 17 Oct 2023US$4.7tUS$3.0tUS$114.0b15.1x41.7x1.6x
Thu, 14 Sep 2023US$5.0tUS$3.0tUS$112.8b15.1x44.7x1.7x
Sat, 12 Aug 2023US$5.0tUS$3.0tUS$112.7b16.1x44.3x1.7x
Mon, 10 Jul 2023US$4.9tUS$2.9tUS$99.8b15.1x49.4x1.7x
Wed, 07 Jun 2023US$4.6tUS$2.9tUS$98.9b14x46.8x1.6x
Fri, 05 May 2023US$4.2tUS$2.9tUS$95.6b13.9x44.3x1.4x
Sun, 02 Apr 2023US$4.5tUS$2.9tUS$81.5b13.6x55.4x1.6x
Price to Earnings Ratio

55.4x


Total Market Cap: US$4.5tTotal Earnings: US$81.5bTotal Revenue: US$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Discretionary Sector Price to Earnings3Y Average 36.2x202420252026
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 36.2x.
  • 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 35% 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-0.15%
Consumer Discretionary0.25%
Consumer Services2.81%
Specialty Stores2.38%
Retail Distributors2.27%
Leisure2.26%
Auto Components2.21%
Consumer Durables1.22%
General Merchandise and Department Stores0.43%
Online Retail and Ecommerce0%0
Luxury-0.34%
Hospitality-0.39%
Auto-1.34%
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 18.3%, which is higher than its past year's earnings decline of 14.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 36% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 7.0% 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$211.710.9%
+US$19.8b		5.3%PE29.3x
TJX TJX CompaniesUS$159.744.5%
+US$7.6b		33.5%PE32.3x
PDD PDD HoldingsUS$102.615.3%
+US$7.4b		-17.5%PE9.8x
ROST Ross StoresUS$216.034.3%
+US$2.8b		69.2%PE32.6x
GM General MotorsUS$76.614.2%
+US$2.8b		50.4%PE21.8x

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