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U.S. Consumer Discretionary Sector Analysis

UpdatedJul 20, 2025
DataAggregated Company Financials
Companies778
  • 7D1.4%
  • 3M27.2%
  • 1Y19.0%
  • YTD1.4%

In the last week, the Consumer Discretionary industry is up 1.4%, with Tesla up 4.0%. This means that the industry has gained 19% over the past year. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 21 Jul 2025US$7.0tUS$3.4tUS$215.7b18.7x32.3x2x
Wed, 18 Jun 2025US$6.7tUS$3.4tUS$217.0b17.3x31x2x
Fri, 16 May 2025US$6.9tUS$3.4tUS$220.2b18.1x31.3x2x
Sun, 13 Apr 2025US$5.8tUS$3.4tUS$211.8b15.7x27.6x1.7x
Tue, 11 Mar 2025US$6.5tUS$3.4tUS$214.2b17.5x30.3x1.9x
Thu, 06 Feb 2025US$7.4tUS$3.3tUS$192.7b19.3x38.4x2.2x
Sat, 04 Jan 2025US$6.9tUS$3.3tUS$201.6b18.2x34.4x2.1x
Mon, 02 Dec 2024US$6.9tUS$3.3tUS$199.8b19.2x34.5x2.1x
Wed, 30 Oct 2024US$6.0tUS$3.2tUS$180.1b18.3x33.1x1.9x
Fri, 27 Sep 2024US$5.9tUS$3.2tUS$178.0b18.2x33.2x1.9x
Sun, 25 Aug 2024US$5.6tUS$3.2tUS$173.7b17.6x32.1x1.8x
Tue, 23 Jul 2024US$5.6tUS$3.1tUS$167.4b17.8x33.3x1.8x
Thu, 20 Jun 2024US$5.4tUS$3.1tUS$166.6b17.7x32.7x1.7x
Sat, 18 May 2024US$5.4tUS$3.1tUS$164.7b18.5x33.1x1.8x
Mon, 15 Apr 2024US$5.3tUS$3.1tUS$160.5b17.4x33x1.7x
Wed, 13 Mar 2024US$5.3tUS$3.1tUS$155.6b17.1x33.8x1.7x
Fri, 09 Feb 2024US$5.2tUS$3.1tUS$152.6b17.6x34x1.7x
Sun, 07 Jan 2024US$5.1tUS$3.1tUS$141.5b17.5x35.9x1.7x
Tue, 05 Dec 2023US$5.1tUS$3.1tUS$139.5b16.1x36.4x1.7x
Thu, 02 Nov 2023US$4.5tUS$3.0tUS$120.6b14.6x37.3x1.5x
Sat, 30 Sep 2023US$4.7tUS$3.0tUS$114.0b15x41x1.6x
Mon, 28 Aug 2023US$4.8tUS$3.0tUS$112.3b15.4x42.7x1.6x
Wed, 26 Jul 2023US$5.0tUS$2.9tUS$100.9b15.6x49.7x1.7x
Fri, 23 Jun 2023US$4.8tUS$2.9tUS$98.7b14.5x48.4x1.6x
Sun, 21 May 2023US$4.3tUS$2.9tUS$99.0b14x43.7x1.5x
Tue, 18 Apr 2023US$4.4tUS$2.9tUS$81.6b13.9x53.9x1.5x
Thu, 16 Mar 2023US$4.3tUS$3.1tUS$87.1b13.3x49.6x1.4x
Sat, 11 Feb 2023US$4.7tUS$3.1tUS$86.0b13.1x54.7x1.5x
Mon, 09 Jan 2023US$4.2tUS$3.0tUS$108.5b12.1x38.6x1.4x
Wed, 07 Dec 2022US$4.3tUS$3.0tUS$108.1b11.9x40.1x1.4x
Fri, 04 Nov 2022US$4.1tUS$3.0tUS$111.8b10.7x37x1.4x
Sun, 02 Oct 2022US$4.5tUS$3.0tUS$112.5b10.3x39.8x1.5x
Tue, 30 Aug 2022US$5.1tUS$3.0tUS$111.1b11.7x45.8x1.7x
Thu, 28 Jul 2022US$4.9tUS$2.9tUS$120.7b11.1x40.6x1.7x
Price to Earnings Ratio

40.6x


Total Market Cap: US$4.9tTotal Earnings: US$120.7bTotal Revenue: US$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Discretionary Sector Price to Earnings3Y Average 38.6x202320242025
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 32.3x which is lower than its 3-year average PE of 38.6x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 21% per year over the last three years.
  • Revenues for these companies have grown 5.8% 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 Market0.93%
Consumer Discretionary1.42%
Auto4.88%
General Merchandise and Department Stores1.87%
Auto Components1.71%
Leisure0.81%
Hospitality0.59%
Luxury0.052%
Online Retail and Ecommerce0%0
Consumer Services-0.39%
Consumer Durables-1.98%
Specialty Stores-2.02%
Retail Distributors-3.24%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 58.5x.
    • Analysts are expecting annual earnings growth of 30.9%, which is higher than its past year's earnings decline of 4.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 4.5% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 3.8% 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$329.654.0%
+US$41.1b		31.1%PE173.9x
BABA Alibaba Group HoldingUS$120.2311.1%
+US$27.2b		56.9%PE15.1x
PDD PDD HoldingsUS$109.006.4%
+US$9.4b		-18.8%PE11.2x
AMZN Amazon.comUS$226.130.2%
+US$4.7b		23.9%PE36.4x
JD JD.comUS$33.9210.1%
+US$4.5b		26.3%PE7.8x

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TSLA
US$329.65
Tesla
7D
4.0%
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31.1%
F
US$11.16
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7D
-6.1%
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-21.0%
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US$120.23
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11.1%
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56.9%