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U.S. Consumer Discretionary Sector Analysis

UpdatedMay 13, 2026
DataAggregated Company Financials
Companies774
  • 7D-0.3%
  • 3M3.9%
  • 1Y9.3%
  • YTD0.1%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Tesla gained 8.7%. As for the the longer term, the industry is up 9.3% over the past 12 months. 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
Thu, 14 May 2026US$7.9tUS$3.7tUS$210.0b18.6x37.5x2.1x
Sat, 11 Apr 2026US$7.3tUS$3.6tUS$198.7b19x36.6x2x
Mon, 09 Mar 2026US$7.3tUS$3.6tUS$204.4b18.7x35.7x2x
Wed, 04 Feb 2026US$7.9tUS$3.6tUS$218.4b19.6x36.3x2.2x
Fri, 02 Jan 2026US$7.7tUS$3.6tUS$221.6b18.7x34.6x2.2x
Sun, 30 Nov 2025US$7.6tUS$3.6tUS$221.4b18.5x34.6x2.1x
Tue, 28 Oct 2025US$7.8tUS$3.5tUS$222.7b19x35x2.2x
Thu, 25 Sep 2025US$7.7tUS$3.5tUS$220.6b20x35x2.2x
Sat, 23 Aug 2025US$7.0tUS$3.5tUS$217.6b20.4x32.4x2x
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
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 28% per year over the last three years.
  • Revenues for these companies have grown 8.0% 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 Market1.52%
Consumer Discretionary-0.33%
Auto7.84%
Auto Components2.77%
Online Retail and Ecommerce0%0
Leisure-1.85%
Consumer Services-1.93%
General Merchandise and Department Stores-2.43%
Hospitality-2.75%
Specialty Stores-2.88%
Consumer Durables-3.46%
Retail Distributors-3.55%
Luxury-3.90%
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 17.0%, which is higher than its past year's earnings decline of 1.3% per year.
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 15% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 7.6% 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$445.1911.7%
+US$174.5b		28.0%PE432.9x
BABA Alibaba Group HoldingUS$145.813.1%
+US$10.0b		8.8%PE24.4x
F Ford MotorUS$13.5711.5%
+US$5.6b		27.4%PS0.3x
JD JD.comUS$33.7710.0%
+US$3.5b		-5.5%PE22.4x
LI Li AutoUS$20.0213.0%
+US$2.5b		-30.3%PE130.4x

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