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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedAug 23, 2026
DataAggregated Company Financials
Companies62
- 7D-0.6%
- 3M-12.9%
- 1Y-4.2%
- YTD-15.6%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Vinpearl gained 3.2%. As for the longer term, the industry has declined 4.2% in the last year. Earnings are forecast to grow by 6.8% annually.
Sector Valuation and Performance
Has the Vietnamese Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 23 Aug 2026 | ₫451.4t | ₫553.8t | ₫28.6t | 9.8x | 15.8x | 0.8x |
| Tue, 21 Jul 2026 | ₫337.1t | ₫410.4t | ₫22.6t | 9.6x | 14.9x | 0.8x |
| Thu, 18 Jun 2026 | ₫384.6t | ₫410.5t | ₫22.6t | 10x | 17x | 0.9x |
| Sat, 16 May 2026 | ₫388.9t | ₫409.7t | ₫22.5t | 10.6x | 17.2x | 0.9x |
| Mon, 13 Apr 2026 | ₫382.2t | ₫385.2t | ₫19.1t | 12.1x | 20x | 1x |
| Wed, 11 Mar 2026 | ₫366.4t | ₫386.8t | ₫19.6t | 10.9x | 18.7x | 0.9x |
| Fri, 06 Feb 2026 | ₫410.7t | ₫386.4t | ₫19.6t | 12.7x | 20.9x | 1.1x |
| Sun, 04 Jan 2026 | ₫411.0t | ₫362.9t | ₫15.9t | 13.3x | 25.8x | 1.1x |
| Tue, 02 Dec 2025 | ₫409.9t | ₫362.9t | ₫15.9t | 12.9x | 25.7x | 1.1x |
| Thu, 30 Oct 2025 | ₫379.0t | ₫359.4t | ₫15.7t | 15.1x | 24.2x | 1.1x |
| Sat, 27 Sep 2025 | ₫366.4t | ₫352.3t | ₫14.6t | 14.9x | 25.2x | 1x |
| Mon, 25 Aug 2025 | ₫354.6t | ₫352.2t | ₫14.6t | 15.6x | 24.3x | 1x |
| Wed, 23 Jul 2025 | ₫373.0t | ₫348.1t | ₫10.4t | 14.6x | 35.9x | 1.1x |
| Fri, 20 Jun 2025 | ₫200.3t | ₫329.6t | ₫9.8t | 13.9x | 20.5x | 0.6x |
| Sun, 18 May 2025 | ₫200.8t | ₫328.2t | ₫9.7t | 13.2x | 20.8x | 0.6x |
| Tue, 15 Apr 2025 | ₫171.1t | ₫322.9t | ₫8.9t | 13x | 19.2x | 0.5x |
| Thu, 13 Mar 2025 | ₫197.5t | ₫309.1t | ₫9.1t | 13.8x | 21.7x | 0.6x |
| Sat, 08 Feb 2025 | ₫195.6t | ₫297.8t | ₫8.2t | 12.9x | 23.8x | 0.7x |
| Mon, 06 Jan 2025 | ₫195.3t | ₫289.0t | ₫7.0t | 12.9x | 27.7x | 0.7x |
| Wed, 04 Dec 2024 | ₫194.0t | ₫288.8t | ₫7.0t | 13.6x | 27.7x | 0.7x |
| Fri, 01 Nov 2024 | ₫202.5t | ₫282.4t | ₫6.3t | 13.9x | 32.4x | 0.7x |
| Sun, 29 Sep 2024 | ₫208.3t | ₫280.3t | ₫6.0t | 14.1x | 34.7x | 0.7x |
| Tue, 27 Aug 2024 | ₫215.0t | ₫280.2t | ₫6.0t | 14.1x | 35.8x | 0.8x |
| Thu, 25 Jul 2024 | ₫199.4t | ₫270.0t | ₫4.6t | 16x | 43x | 0.7x |
| Sat, 22 Jun 2024 | ₫206.6t | ₫271.2t | ₫4.7t | 16.5x | 43.9x | 0.8x |
| Mon, 20 May 2024 | ₫196.0t | ₫269.7t | ₫4.9t | 15.7x | 40.3x | 0.7x |
| Wed, 17 Apr 2024 | ₫174.0t | ₫263.2t | ₫4.1t | 15.7x | 42.8x | 0.7x |
| Fri, 15 Mar 2024 | ₫176.5t | ₫262.2t | ₫4.0t | 15.9x | 43.9x | 0.7x |
| Sun, 11 Feb 2024 | ₫165.1t | ₫262.7t | ₫4.1t | 14.2x | 40.2x | 0.6x |
| Tue, 09 Jan 2024 | ₫153.8t | ₫262.0t | ₫4.6t | 11.8x | 33.5x | 0.6x |
| Thu, 07 Dec 2023 | ₫148.6t | ₫262.0t | ₫4.7t | 10.9x | 31.4x | 0.6x |
| Sat, 04 Nov 2023 | ₫140.6t | ₫256.3t | ₫4.5t | 12.1x | 31x | 0.5x |
| Mon, 02 Oct 2023 | ₫165.2t | ₫259.0t | ₫5.4t | 12x | 30.4x | 0.6x |
| Wed, 30 Aug 2023 | ₫164.8t | ₫258.8t | ₫5.8t | 12.7x | 28.5x | 0.6x |
Price to Earnings Ratio
28.5x
Current Industry PE
- Investors are pessimistic on the Vietnamese 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 15.8x which is lower than its 3-year average PE of 28.1x.
- The industry is trading close to its 3-year average PS ratio of 0.79x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 70% per year over the last three years.
- Revenues for these companies have grown 29% 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 Vietnamese Consumer Discretionary sector?
| VN Market | 2.23% | |
| Consumer Discretionary | -0.60% | |
| Luxury | 4.70% | |
| Retail Distributors | 3.58% | |
| Hospitality | 3.14% | |
| Auto Components | 1.85% | |
| Consumer Services | 0% | 0 |
| General Merchandise and Department Stores | 0% | 0 |
| Leisure | -0.43% | |
| Auto | -0.84% | |
| Consumer Durables | -1.17% | |
| Specialty Stores | -3.57% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 138x.
- Analysts are expecting annual earnings decline of 0.5%, which is lower than the prior year's growth of 28.6% per year.
- Investors are most pessimistic about the Leisure industry, which is trading close to its 3-year average of 4.2x.
Forecasted Growth
- Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 16% over the next 5 years.
- However this is lower than its past earnings growth rate of 29% per year.
- In contrast, the Auto Components industry is expected to see its earnings decline by 3.0% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VPL Vinpearl | ₫76.90k | 3.2% +₫4.5t | -4.8% | PE48.4x | |
| MWG Mobile World Investment | ₫75.00k | 3.6% +₫3.8t | 6.7% | PE11.2x | |
| PNJ Phu Nhuan Jewelry | ₫39.90k | 9.3% +₫1.7t | -29.4% | PE7.7x | |
| HHS Hoang Huy Investment Services | ₫10.45k | 5.0% +₫216.0b | -31.9% | PE102x | |
| FRT FPT Digital Retail | ₫143.50k | 0.4% +₫107.3b | 15.4% | PE22.6x |