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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedFeb 22, 2026
DataAggregated Company Financials
Companies60
- 7D0%
- 3M14.6%
- 1Y30.6%
- YTD-1.2%
The Consumer Discretionary industry has stayed flat over the last week. The past year has been better, since the industry has gained 31% in that time. As for the next few years, earnings are expected to grow by 11% per annum.
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, 22 Feb 2026 | ₫415.3t | ₫386.8t | ₫19.6t | 11.3x | 21.2x | 1.1x |
| Tue, 20 Jan 2026 | ₫414.7t | ₫367.6t | ₫16.1t | 13.1x | 25.7x | 1.1x |
| Thu, 18 Dec 2025 | ₫388.0t | ₫362.9t | ₫15.9t | 13.1x | 24.4x | 1.1x |
| Sat, 15 Nov 2025 | ₫359.7t | ₫363.3t | ₫15.9t | 13.2x | 22.6x | 1x |
| Mon, 13 Oct 2025 | ₫390.4t | ₫352.3t | ₫14.6t | 15x | 26.8x | 1.1x |
| Wed, 10 Sep 2025 | ₫363.5t | ₫352.3t | ₫14.6t | 15.5x | 25x | 1x |
| Fri, 08 Aug 2025 | ₫372.0t | ₫352.2t | ₫14.6t | 15.9x | 25.5x | 1.1x |
| Sun, 06 Jul 2025 | ₫205.6t | ₫332.3t | ₫10.1t | 14.3x | 20.4x | 0.6x |
| Tue, 03 Jun 2025 | ₫193.8t | ₫330.0t | ₫9.7t | 14.1x | 19.9x | 0.6x |
| Thu, 01 May 2025 | ₫180.5t | ₫324.9t | ₫9.5t | 13x | 18.9x | 0.6x |
| Sat, 29 Mar 2025 | ₫187.4t | ₫314.3t | ₫9.1t | 13.6x | 20.7x | 0.6x |
| Mon, 24 Feb 2025 | ₫193.2t | ₫306.9t | ₫9.0t | 14.6x | 21.3x | 0.6x |
| Wed, 22 Jan 2025 | ₫192.0t | ₫289.5t | ₫7.1t | 12.6x | 27.2x | 0.7x |
| Fri, 20 Dec 2024 | ₫196.8t | ₫288.8t | ₫7.0t | 13.6x | 28.1x | 0.7x |
| Sun, 17 Nov 2024 | ₫191.5t | ₫288.8t | ₫7.0t | 13.4x | 27.3x | 0.7x |
| Tue, 15 Oct 2024 | ₫201.9t | ₫282.4t | ₫6.2t | 13.7x | 32.3x | 0.7x |
| Thu, 12 Sep 2024 | ₫208.8t | ₫280.2t | ₫6.0t | 14.1x | 34.8x | 0.7x |
| Sat, 10 Aug 2024 | ₫203.7t | ₫278.9t | ₫6.0t | 13.7x | 34x | 0.7x |
| Mon, 08 Jul 2024 | ₫209.3t | ₫269.9t | ₫4.7t | 17.9x | 44.6x | 0.8x |
| Wed, 05 Jun 2024 | ₫204.5t | ₫271.2t | ₫4.7t | 16.2x | 43.4x | 0.8x |
| Fri, 03 May 2024 | ₫185.9t | ₫270.1t | ₫4.8t | 15.1x | 39.1x | 0.7x |
| Sun, 31 Mar 2024 | ₫181.9t | ₫261.8t | ₫4.0t | 16.5x | 45.4x | 0.7x |
| Tue, 27 Feb 2024 | ₫163.0t | ₫262.4t | ₫4.2t | 15x | 39.2x | 0.6x |
| Thu, 25 Jan 2024 | ₫157.4t | ₫261.9t | ₫4.6t | 11.6x | 34.4x | 0.6x |
| Sat, 23 Dec 2023 | ₫151.9t | ₫261.5t | ₫4.7t | 10.5x | 32.4x | 0.6x |
| Mon, 20 Nov 2023 | ₫148.6t | ₫262.1t | ₫4.7t | 11.8x | 31.4x | 0.6x |
| Wed, 18 Oct 2023 | ₫162.8t | ₫259.0t | ₫5.4t | 12.1x | 29.9x | 0.6x |
| Fri, 15 Sep 2023 | ₫173.3t | ₫259.0t | ₫5.4t | 12.7x | 31.9x | 0.7x |
| Sun, 13 Aug 2023 | ₫165.4t | ₫258.8t | ₫5.8t | 13x | 28.4x | 0.6x |
| Tue, 11 Jul 2023 | ₫151.5t | ₫261.1t | ₫6.9t | 12.4x | 21.9x | 0.6x |
| Thu, 08 Jun 2023 | ₫139.1t | ₫263.0t | ₫7.0t | 11.6x | 19.7x | 0.5x |
| Sat, 06 May 2023 | ₫132.5t | ₫274.9t | ₫8.9t | 12.3x | 14.9x | 0.5x |
| Mon, 03 Apr 2023 | ₫132.9t | ₫277.0t | ₫9.2t | 9.2x | 14.4x | 0.5x |
| Wed, 01 Mar 2023 | ₫136.3t | ₫276.0t | ₫9.2t | 10.3x | 14.8x | 0.5x |
Price to Earnings Ratio
14.8x
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 21.2x which is lower than its 3-year average PE of 28.3x.
- The 3-year average PS ratio of 0.72x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 29% per year over the last three years.
- Revenues for these companies have grown 12% 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 | 0% | 0 |
| Consumer Discretionary | 0% | 0 |
| Auto Components | 0% | 0 |
| Auto | 0% | 0 |
| Consumer Durables | 0% | 0 |
| Leisure | 0% | 0 |
| Luxury | 0% | 0 |
| Hospitality | 0% | 0 |
| Consumer Services | 0% | 0 |
| Retail Distributors | 0% | 0 |
| Specialty Stores | 0% | 0 |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 154x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Retail Distributors industry, which is trading below its 3-year average of 14.5x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 14% over the next 5 years.
- However this is lower than its past earnings growth rate of 20% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings decline by 9.0% 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 | |
|---|---|---|---|---|---|
| GMC Garmex Saigon | ₫4.75k | 2.2% +₫3.3b | -45.3% | n/a |