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U.S. Consumer Discretionary Sector Analysis

UpdatedMay 22, 2026
DataAggregated Company Financials
Companies776
  • 7D-0.8%
  • 3M3.6%
  • 1Y11.9%
  • YTD-0.06%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.0%, driven by Tesla declining 5.7%. Over the past 12 months, the industry was up 11%. 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
Fri, 22 May 2026US$7.7tUS$3.7tUS$211.2b18x36.7x2.1x
Sun, 19 Apr 2026US$7.8tUS$3.6tUS$198.2b19.3x39.5x2.1x
Tue, 17 Mar 2026US$7.1tUS$3.6tUS$204.2b18.6x34.6x2x
Thu, 12 Feb 2026US$7.6tUS$3.6tUS$205.5b20.2x36.9x2.1x
Sat, 10 Jan 2026US$7.9tUS$3.6tUS$221.6b19.1x35.9x2.2x
Mon, 08 Dec 2025US$7.7tUS$3.6tUS$221.9b18.7x34.7x2.2x
Wed, 05 Nov 2025US$7.9tUS$3.5tUS$225.7b18.2x35.2x2.3x
Fri, 03 Oct 2025US$7.9tUS$3.5tUS$220.8b19.7x35.6x2.3x
Sun, 31 Aug 2025US$7.3tUS$3.5tUS$220.7b20.2x33x2.1x
Tue, 29 Jul 2025US$7.1tUS$3.4tUS$212.9b18.8x33.4x2.1x
Thu, 26 Jun 2025US$6.8tUS$3.4tUS$217.4b17.8x31.4x2x
Sat, 24 May 2025US$6.7tUS$3.4tUS$220.3b16.9x30.4x2x
Mon, 21 Apr 2025US$5.7tUS$3.4tUS$211.8b15.7x26.9x1.7x
Wed, 19 Mar 2025US$6.2tUS$3.4tUS$212.7b16.7x29.3x1.8x
Fri, 14 Feb 2025US$7.1tUS$3.4tUS$203.4b18.9x35x2.1x
Sun, 12 Jan 2025US$6.9tUS$3.3tUS$200.2b18x34.6x2.1x
Tue, 10 Dec 2024US$7.3tUS$3.3tUS$201.1b19.4x36.1x2.2x
Thu, 07 Nov 2024US$6.0tUS$3.2tUS$181.8b18.5x33.1x1.9x
Sat, 05 Oct 2024US$5.9tUS$3.2tUS$178.6b18.4x32.8x1.8x
Mon, 02 Sep 2024US$5.5tUS$3.2tUS$177.3b17.7x31x1.7x
Wed, 31 Jul 2024US$5.5tUS$3.1tUS$167.7b17.5x33x1.8x
Fri, 28 Jun 2024US$5.6tUS$3.1tUS$166.7b17.4x33.4x1.8x
Sun, 26 May 2024US$5.4tUS$3.1tUS$167.8b18.1x32.1x1.7x
Tue, 23 Apr 2024US$5.0tUS$3.1tUS$160.7b16.8x31.3x1.6x
Thu, 21 Mar 2024US$5.3tUS$3.1tUS$159.2b17.3x33.4x1.7x
Sat, 17 Feb 2024US$5.3tUS$3.1tUS$151.8b18.1x35x1.7x
Mon, 15 Jan 2024US$5.1tUS$3.1tUS$141.5b17.3x36.3x1.7x
Wed, 13 Dec 2023US$5.1tUS$3.1tUS$139.2b16.7x36.8x1.7x
Fri, 10 Nov 2023US$4.8tUS$3.0tUS$130.2b14.8x36.7x1.6x
Sun, 08 Oct 2023US$4.7tUS$3.0tUS$113.8b15x41.4x1.6x
Tue, 05 Sep 2023US$5.0tUS$3.0tUS$112.1b16.1x44.7x1.7x
Thu, 03 Aug 2023US$5.0tUS$2.9tUS$105.2b15.8x47.2x1.7x
Sat, 01 Jul 2023US$4.9tUS$2.9tUS$99.8b14.9x49x1.7x
Mon, 29 May 2023US$4.4tUS$2.9tUS$99.5b13.6x43.9x1.5x
Price to Earnings Ratio

43.9x


Total Market Cap: US$4.4tTotal Earnings: US$99.5bTotal 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 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 28% per year over the last three years.
  • Revenues for these companies have grown 8.1% 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-0.82%
Consumer Discretionary-0.83%
Luxury6.33%
Consumer Durables2.99%
Specialty Stores2.59%
Retail Distributors1.65%
Hospitality0.62%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.06%
Consumer Services-2.38%
Leisure-2.53%
Auto Components-3.24%
Auto-5.64%
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 (18.1%) 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 37% 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 8.0% 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$268.460.5%
+US$13.3b		32.2%PE31.8x
TJX TJX CompaniesUS$157.466.9%
+US$11.2b		21.5%PE30.1x
HD Home DepotUS$313.783.1%
+US$9.4b		-14.3%PE22.3x
MCD McDonald'sUS$284.183.3%
+US$6.5b		-9.6%PE23.3x
MAR Marriott InternationalUS$370.564.8%
+US$4.5b		42.1%PE37.8x

Latest News

MCD
US$284.18
McDonald's
7D
3.3%
1Y
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F
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1Y
30.9%
HD
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1Y
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LOW
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Lowe's Companies
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1Y
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TJX
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TJX Companies
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1Y
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BKNG
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Booking Holdings
7D
3.4%
1Y
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LI
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Li Auto
7D
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1Y
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AMZN
US$268.46
Amazon.com
7D
0.5%
1Y
32.2%
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MAR
US$370.56
Marriott International
7D
4.8%
1Y
42.1%
SBUX
US$104.13
Starbucks
7D
-2.1%
1Y
24.0%
BABA
US$131.47
Alibaba Group Holding
7D
-6.8%
1Y
8.2%
TSLA
US$417.85
Tesla
7D
-5.7%
1Y
22.5%
JD
US$31.47
JD.com
7D
-4.2%
1Y
-6.6%