Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Consumer Discretionary Sector Analysis

UpdatedMay 20, 2026
DataAggregated Company Financials
Companies777
  • 7D-3.2%
  • 3M1.2%
  • 1Y7.2%
  • YTD-3.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.2%, driven by Tesla declining 6.8%. On the other hand Ford Motor is actually up 8.9%. Over the past 12 months, the industry was up 7.2%. 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, 20 May 2026US$7.7tUS$3.7tUS$210.8b17.7x36.3x2.1x
Fri, 17 Apr 2026US$7.7tUS$3.6tUS$198.2b19.4x38.7x2.1x
Sun, 15 Mar 2026US$7.1tUS$3.6tUS$204.2b18.6x34.6x2x
Tue, 10 Feb 2026US$7.6tUS$3.6tUS$218.3b20.1x34.8x2.1x
Thu, 08 Jan 2026US$7.8tUS$3.6tUS$221.6b19.3x35.4x2.2x
Sat, 06 Dec 2025US$7.7tUS$3.6tUS$222.0b18.7x34.6x2.2x
Mon, 03 Nov 2025US$7.9tUS$3.5tUS$227.5b18.3x34.7x2.2x
Wed, 01 Oct 2025US$7.8tUS$3.5tUS$221.5b19.3x35.4x2.3x
Fri, 29 Aug 2025US$7.3tUS$3.5tUS$218.1b20.1x33.6x2.1x
Sun, 27 Jul 2025US$7.1tUS$3.4tUS$213.0b18.9x33.4x2.1x
Tue, 24 Jun 2025US$6.7tUS$3.4tUS$217.0b17.8x31.1x2x
Thu, 22 May 2025US$6.8tUS$3.4tUS$219.9b17.1x30.9x2x
Sat, 19 Apr 2025US$5.7tUS$3.4tUS$211.8b15.7x26.9x1.7x
Mon, 17 Mar 2025US$6.2tUS$3.4tUS$212.6b16.5x29.3x1.8x
Wed, 12 Feb 2025US$7.2tUS$3.4tUS$203.1b18.6x35.4x2.1x
Fri, 10 Jan 2025US$7.0tUS$3.3tUS$201.7b18.4x34.8x2.1x
Sun, 08 Dec 2024US$7.3tUS$3.3tUS$201.1b19.4x36.1x2.2x
Tue, 05 Nov 2024US$5.9tUS$3.2tUS$182.1b17.9x32.6x1.9x
Thu, 03 Oct 2024US$6.0tUS$3.2tUS$179.1b18.4x33.3x1.9x
Sat, 31 Aug 2024US$5.4tUS$3.2tUS$177.3b17.7x30.3x1.7x
Mon, 29 Jul 2024US$5.5tUS$3.1tUS$167.6b17.5x32.7x1.7x
Wed, 26 Jun 2024US$5.5tUS$3.1tUS$166.5b17.6x32.9x1.8x
Fri, 24 May 2024US$5.4tUS$3.1tUS$167.6b17.9x32.1x1.7x
Sun, 21 Apr 2024US$5.0tUS$3.2tUS$165.4b16.9x30.4x1.6x
Tue, 19 Mar 2024US$5.3tUS$3.1tUS$156.6b16.9x33.8x1.7x
Thu, 15 Feb 2024US$5.2tUS$3.1tUS$151.8b18x34.1x1.7x
Sat, 13 Jan 2024US$5.1tUS$3.1tUS$141.5b17.3x36.3x1.7x
Mon, 11 Dec 2023US$5.1tUS$3.1tUS$139.3b16.5x36.6x1.7x
Wed, 08 Nov 2023US$4.8tUS$3.0tUS$127.7b15.4x37.2x1.6x
Fri, 06 Oct 2023US$4.7tUS$3.0tUS$113.9b14.9x40.9x1.6x
Sun, 03 Sep 2023US$5.0tUS$3.0tUS$112.1b16.2x44.7x1.7x
Tue, 01 Aug 2023US$5.2tUS$2.9tUS$103.5b15.7x49.8x1.8x
Thu, 29 Jun 2023US$4.8tUS$2.9tUS$99.9b14.8x48.5x1.7x
Sat, 27 May 2023US$4.4tUS$2.9tUS$99.6b13.6x43.9x1.5x
Price to Earnings Ratio

43.9x


Total Market Cap: US$4.4tTotal Earnings: US$99.6bTotal 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 Market-1.01%
Consumer Discretionary-3.21%
Online Retail and Ecommerce0%0
Consumer Services-0.82%
Leisure-0.99%
Luxury-1.10%
Hospitality-1.87%
General Merchandise and Department Stores-1.92%
Specialty Stores-3.34%
Consumer Durables-4.22%
Auto Components-4.86%
Auto-6.37%
Retail Distributors-6.48%
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 expect its future annual earnings growth (18.0%) 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 7.7% 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
F Ford MotorUS$13.068.9%
+US$4.3b		21.8%PS0.3x
MCD McDonald'sUS$280.802.2%
+US$4.2b		-12.2%PE23x
PDD PDD HoldingsUS$97.341.7%
+US$2.3b		-17.1%PE9.6x
MAR Marriott InternationalUS$358.692.4%
+US$2.2b		34.2%PE36.6x
BABA Alibaba Group HoldingUS$135.640.6%
+US$2.0b		8.4%PE19.9x

Latest News

LOW
US$218.37
Lowe's Companies
7D
-2.7%
1Y
-5.6%
Seeking Alpha • 3h

Lowe's: The DCF Still Says Buy (Earnings Review)

Summary I called Lowe's Companies, Inc. a Buy in November 2025, but the stock, after returning 25%, has underperformed and missed the April rally. Lowe's just reported Q1 2026 and beat on revenue and EPS, but full-year guidance came in below expectations. In this article, I explain what tailwind I expect to appear for LOW stock and explain why my DCF shows Lowe's undervaluation across most scenarios. Read the full article on Seeking Alpha
CVNA
US$63.35
Carvana
7D
-14.1%
1Y
4.8%
MAR
US$358.69
Marriott International
7D
2.4%
1Y
34.2%
HD
US$302.44
Home Depot
7D
-2.6%
1Y
-19.8%
SE
US$87.28
Sea
7D
-9.1%
1Y
-46.3%
MCD
US$280.80
McDonald's
7D
2.2%
1Y
-12.2%
BABA
US$135.64
Alibaba Group Holding
7D
0.6%
1Y
8.4%
AMZN
US$259.34
Amazon.com
7D
-2.4%
1Y
27.1%
GM
US$72.63
General Motors
7D
-5.0%
1Y
44.7%
TSLA
US$404.11
Tesla
7D
-6.8%
1Y
17.5%
F
US$13.06
Ford Motor
7D
8.9%
1Y
21.8%
EBAY
US$114.24
eBay
7D
3.5%
1Y
57.4%
Narrative Update • May 17

EBAY: Reinvestment And Depop Deal Will Likely Restrain Future Earnings Power

eBay's fair value estimate has been raised by about $4, with analysts pointing to a higher assumed future P/E multiple, along with small adjustments to revenue growth, profit margins, and discount rate, as they respond to a broad wave of upward price target revisions following recent research updates. Analyst Commentary Recent research has been dominated by higher price targets after eBay's Q4 and Q1 updates, with several firms highlighting stronger Gross Merchandise Volume, better than expected earnings and the planned US$1.2b Depop acquisition as key supports for their models.
ONON
US$37.34
On Holding
7D
10.4%
1Y
-37.4%
PDD
US$97.34
PDD Holdings
7D
1.7%
1Y
-17.1%
BKNG
US$154.54
Booking Holdings
7D
-3.7%
1Y
-27.3%
JD
US$32.38
JD.com
7D
2.8%
1Y
-4.6%