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U.S. Consumer Discretionary Sector Analysis

UpdatedMay 09, 2026
DataAggregated Company Financials
Companies778
  • 7D2.0%
  • 3M4.9%
  • 1Y20.3%
  • YTD1.9%

In the last week, the Consumer Discretionary industry is up 3.0%, with Tesla up 7.9%. This means that the industry has gained 20% over the past year. 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
Sat, 09 May 2026US$7.9tUS$3.7tUS$208.9b18.9x37.9x2.2x
Mon, 06 Apr 2026US$6.9tUS$3.6tUS$198.2b18.7x35x1.9x
Wed, 04 Mar 2026US$7.3tUS$3.6tUS$205.2b19.8x35.6x2x
Fri, 30 Jan 2026US$7.7tUS$3.6tUS$218.5b19.3x35.5x2.2x
Sun, 28 Dec 2025US$7.8tUS$3.6tUS$221.4b19.2x35.4x2.2x
Tue, 25 Nov 2025US$7.3tUS$3.6tUS$225.1b17.9x32.2x2x
Thu, 23 Oct 2025US$7.7tUS$3.5tUS$218.9b18.6x35.2x2.2x
Sat, 20 Sep 2025US$7.8tUS$3.5tUS$221.3b19.5x35.4x2.3x
Mon, 18 Aug 2025US$7.2tUS$3.5tUS$217.2b19.7x33.1x2.1x
Wed, 16 Jul 2025US$7.0tUS$3.4tUS$215.7b18.4x32.4x2x
Fri, 13 Jun 2025US$6.8tUS$3.4tUS$217.6b17.4x31.1x2x
Sun, 11 May 2025US$6.4tUS$3.4tUS$218.4b17.1x29.1x1.9x
Tue, 08 Apr 2025US$5.6tUS$3.4tUS$211.7b14.9x26.6x1.7x
Thu, 06 Mar 2025US$6.6tUS$3.4tUS$212.8b17.7x30.8x1.9x
Sat, 01 Feb 2025US$7.4tUS$3.3tUS$193.4b19x38.3x2.2x
Mon, 30 Dec 2024US$7.2tUS$3.3tUS$200.9b18.2x35.8x2.2x
Wed, 27 Nov 2024US$6.8tUS$3.4tUS$199.9b19x34.1x2x
Fri, 25 Oct 2024US$5.7tUS$3.2tUS$179.1b18x31.8x1.8x
Sun, 22 Sep 2024US$5.8tUS$3.2tUS$177.7b17.8x32.6x1.8x
Tue, 20 Aug 2024US$5.5tUS$3.2tUS$172.7b17.3x31.9x1.7x
Thu, 18 Jul 2024US$5.8tUS$3.1tUS$167.3b18.1x34.9x1.9x
Sat, 15 Jun 2024US$5.4tUS$3.1tUS$167.8b17.8x32.4x1.7x
Mon, 13 May 2024US$5.4tUS$3.1tUS$166.8b18.5x32.4x1.7x
Wed, 10 Apr 2024US$5.4tUS$3.1tUS$160.5b18.1x33.5x1.7x
Fri, 08 Mar 2024US$5.3tUS$3.1tUS$154.6b17.4x34.4x1.7x
Sun, 04 Feb 2024US$5.2tUS$3.1tUS$159.6b16.8x32.6x1.7x
Tue, 02 Jan 2024US$5.3tUS$3.1tUS$141.6b17.7x37.4x1.7x
Thu, 30 Nov 2023US$5.0tUS$3.1tUS$140.6b15.9x35.9x1.7x
Sat, 28 Oct 2023US$4.4tUS$3.0tUS$121.6b14.2x36.5x1.5x
Mon, 25 Sep 2023US$4.7tUS$3.0tUS$112.4b14.9x41.9x1.6x
Wed, 23 Aug 2023US$4.8tUS$3.0tUS$112.0b15.8x43.2x1.6x
Fri, 21 Jul 2023US$5.0tUS$2.9tUS$100.5b15.6x49.6x1.7x
Sun, 18 Jun 2023US$4.8tUS$2.9tUS$98.8b14.9x49x1.7x
Tue, 16 May 2023US$4.3tUS$2.9tUS$94.2b13.9x45.3x1.5x
Price to Earnings Ratio

45.3x


Total Market Cap: US$4.3tTotal Earnings: US$94.2bTotal Revenue: US$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Discretionary Sector Price to Earnings3Y Average 35.6x202420252026
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 35.6x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.2x.
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 8.0% 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 Market2.14%
Consumer Discretionary1.97%
Auto8.66%
Auto Components2.62%
Leisure2.60%
General Merchandise and Department Stores1.32%
Online Retail and Ecommerce0%0
Luxury-0.93%
Hospitality-1.27%
Consumer Services-1.58%
Specialty Stores-1.60%
Retail Distributors-2.42%
Consumer Durables-2.75%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 28.7x.
    • Analysts are expecting annual earnings growth of 18.4%, 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 39% over the next 5 years.
  • This is better than its past earnings decline of 24% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 7.7% 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$411.817.9%
+US$113.3b		44.6%PE400.5x
AMZN Amazon.comUS$271.172.3%
+US$65.7b		41.2%PE32.1x
BABA Alibaba Group HoldingUS$141.006.9%
+US$20.5b		12.1%PE23.2x
RCL Royal Caribbean CruisesUS$280.876.5%
+US$4.6b		20.6%PE16.8x
MELI MercadoLibreUS$1.87k4.3%
+US$3.9b		-22.4%PE47.5x

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