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U.S. Leisure Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies46
  • 7D1.7%
  • 3M-4.6%
  • 1Y33.3%
  • YTD-1.9%

Over the last 7 days, the Leisure industry has risen 1.7%, driven by gains from Hasbro of 1.8%. During this same period, the Malibu Boats underperformed, falling 6.1%. This takes the industry's 12 month performance to a gain of 33%. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

Has the U.S. Leisure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$41.1bUS$35.3b-US$265,532,285.4321.4x-154.8x1.2x
Tue, 03 Mar 2026US$45.1bUS$35.8b-US$351,022,078.5225.5x-128.5x1.3x
Thu, 29 Jan 2026US$45.4bUS$36.7b-US$2,206,254,783.0025x-20.6x1.2x
Sat, 27 Dec 2025US$41.7bUS$36.5b-US$1,888,878,994.0024.8x-22.1x1.1x
Mon, 24 Nov 2025US$39.2bUS$36.5b-US$1,877,939,097.3322.1x-20.9x1.1x
Wed, 22 Oct 2025US$28.0bUS$32.3b-US$969,397,197.3821.8x-28.9x0.9x
Fri, 19 Sep 2025US$27.1bUS$32.3b-US$969,579,455.9423.4x-27.9x0.8x
Sun, 17 Aug 2025US$27.6bUS$32.2b-US$999,730,055.7722.1x-27.6x0.9x
Tue, 15 Jul 2025US$37.6bUS$36.8b-US$276,859,945.1920.4x-135.7x1x
Thu, 12 Jun 2025US$35.4bUS$36.8b-US$258,052,650.4319x-137.1x1x
Sat, 10 May 2025US$31.8bUS$36.9b-US$214,150,409.8618.1x-148.7x0.9x
Mon, 07 Apr 2025US$29.9bUS$37.1b-US$226,498,784.4016.9x-132x0.8x
Wed, 05 Mar 2025US$35.8bUS$37.1b-US$222,837,449.5018.1x-160.6x1x
Fri, 31 Jan 2025US$36.5bUS$37.2bUS$218.4m19.2x166.9x1x
Sun, 29 Dec 2024US$37.5bUS$39.2bUS$234.5m16.1x159.7x1x
Tue, 26 Nov 2024US$41.9bUS$40.7bUS$461.2m19x90.9x1x
Thu, 24 Oct 2024US$42.3bUS$41.5bUS$44.8m18.8x944.5x1x
Sat, 21 Sep 2024US$44.5bUS$42.0bUS$169.3m18x262.6x1.1x
Mon, 19 Aug 2024US$43.0bUS$42.3bUS$208.0m17x206.9x1x
Wed, 17 Jul 2024US$41.7bUS$43.4b-US$145,221,865.0518.5x-286.9x1x
Fri, 14 Jun 2024US$41.6bUS$43.4b-US$154,795,666.3719.1x-269x1x
Sun, 12 May 2024US$43.2bUS$43.4b-US$153,530,995.3519.3x-281.1x1x
Tue, 09 Apr 2024US$44.5bUS$44.9b-US$333,768,796.1018.9x-133.4x1x
Thu, 07 Mar 2024US$42.6bUS$44.9b-US$239,010,872.9617.7x-178.3x1x
Sat, 03 Feb 2024US$42.9bUS$45.3bUS$516.1m16.7x83x0.9x
Mon, 01 Jan 2024US$45.4bUS$45.9bUS$919.6m16.7x49.4x1x
Wed, 29 Nov 2023US$40.6bUS$46.0bUS$953.2m13.4x42.6x0.9x
Fri, 27 Oct 2023US$40.3bUS$46.3bUS$1.0b13.6x39.9x0.9x
Sun, 24 Sep 2023US$46.5bUS$46.5bUS$1.5b14.9x30.1x1x
Tue, 22 Aug 2023US$47.9bUS$46.5bUS$1.6b16.1x30.1x1x
Thu, 20 Jul 2023US$50.3bUS$47.1bUS$2.2b13.4x23.3x1.1x
Sat, 17 Jun 2023US$46.9bUS$47.1bUS$2.1b12.5x22.5x1x
Mon, 15 May 2023US$44.3bUS$45.9bUS$2.3b12.2x19.5x1x
Wed, 12 Apr 2023US$45.0bUS$45.7bUS$3.0b11.4x14.9x1x
Price to Earnings Ratio

14.9x


Total Market Cap: US$45.0bTotal Earnings: US$3.0bTotal Revenue: US$45.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Industry Price to Earnings3Y Average -15.1x202420252026
Current Industry PE
  • Investors are optimistic on the American Leisure industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 0.99x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • Total earnings for the Leisure industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 8.2% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market3.46%
Consumer Discretionary2.68%
Leisure1.67%
Leisure Products1.67%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
HAS HasbroUS$90.161.8%
+US$220.9m		67.1%PS2.7x
BC BrunswickUS$73.303.3%
+US$153.0m		57.0%PS0.9x
GOLF Acushnet HoldingsUS$93.881.9%
+US$100.7m		54.9%PE29.2x
CALY Callaway GolfUS$13.872.7%
+US$68.1m		121.2%PE65.8x
PTON Peloton InteractiveUS$4.583.4%
+US$63.8m		-8.9%PS0.8x

Latest News

VEEE
US$0.23
Twin Vee Powercats
7D
-28.4%
1Y
-91.5%
HERE
US$3.40
Here Group
7D
16.8%
1Y
-18.5%

HERE: Bullish Coverage And Buybacks Will Support Long Term Repricing

Analysts have trimmed their price target for Here Group to $5.52 from $7.02, citing updated assumptions for slightly softer long term revenue growth, lower profit margins and a higher future P/E multiple, together with a new bullish initiation from CICC that has reinforced confidence in the name. Analyst Commentary Recent commentary on Here Group has a mixed tone.
GOLF
US$93.88
Acushnet Holdings
7D
1.9%
1Y
54.9%

GOLF: Solid Demand And Capital Returns Will Support Balanced Outlook Through 2026

Narrative Update Acushnet Holdings' analyst price targets have generally shifted higher into a $100 to $102 range, as analysts cite solid recent quarters, 2026 guidance slightly above expectations, steady demand, and ongoing capital returns. They also highlight a balanced risk/reward profile with the shares trading at over 16x expected 2026 EBITDA.
BC
US$73.30
Brunswick
7D
3.3%
1Y
57.0%

BC: CES Tech, Capital Returns And Tuck In Deals Will Shape Fair Outlook

Analysts now set a Brunswick price target of $74, up $1 from $73, citing updated assumptions for slightly higher revenue growth, profit margins, and a modestly lower future P/E multiple. What's in the News Brunswick is evaluating smaller acquisition "tuck ins," with a focus on expanding Freedom Boat Club corporate locations, while not planning any large acquisitions in the near term (Key Developments).
SWIM
US$5.19
Latham Group
7D
-1.9%
1Y
-4.9%

SWIM: Lean Manufacturing And 2026 Margin Expansion Will Support Bullish Repricing

Analysts have raised their blended price target for Latham Group by a modest amount to $12.86 from $12.76, citing stronger recent results, slightly firmer guidance, and expectations for ongoing margin gains supported by lean manufacturing and value engineering efforts. Analyst Commentary Bullish analysts are leaning into a more constructive view on Latham Group after the latest quarterly update, pointing to recent execution and guidance as key supports for their revised assumptions.
CALY
US$13.87
Callaway Golf
7D
2.7%
1Y
121.2%

CALY: Healthy Golf Demand And Entertainment Venues Will Support Future Share Recovery

Analysts have nudged their Callaway Golf fair value estimate higher to $16.75 from $16.35. They point to updated models that reflect healthier revenue growth expectations, a slightly lower discount rate and a higher assumed future P/E multiple, alongside a series of recent price target increases and rating upgrades on the stock.
PTON
US$4.58
Peloton Interactive
7D
3.4%
1Y
-8.9%
PII
US$54.04
Polaris
7D
-0.2%
1Y
47.2%

PII: Future Returns Will Reflect Quality Improvements And Underappreciated Earnings Power

Analysts have trimmed the average price target for Polaris by just over $1, reflecting mixed views as some highlight ongoing quality improvements and potential earnings power, while others point to a weak demand backdrop, tariff overhangs, and a choppy consumer environment. Analyst Commentary Recent research on Polaris reflects a split view, with some analysts focusing on quality improvements and earnings potential, while others emphasize weak demand signals and external headwinds such as tariffs.
YETI
US$36.36
YETI Holdings
7D
2.2%
1Y
20.6%

YETI: Taiwan And Guidance Risks Will Temper Rising Confidence In Recovery

The analyst price target for YETI Holdings has been raised from $35.00 to $37.00, as analysts factor in updated models that reflect recent Q4 results, revised EPS estimates, and an outlook that includes higher expectations for sales growth and future P/E assumptions despite mixed guidance. Analyst Commentary Street research around YETI Holdings has been active, with a mix of higher price targets and more cautious revisions tied to updated earnings models, sales assumptions, and margin outlooks.
TRON
US$2.35
Tron
7D
8.3%
1Y
677.1%

Companies Like Tron (NASDAQ:TRON) Can Afford To Invest In Growth

Mar 29
Companies Like Tron (NASDAQ:TRON) Can Afford To Invest In Growth
MBUU
US$24.48
Malibu Boats
7D
-6.1%
1Y
-14.1%

MBUU: Expanded Product Line And Buybacks Will Support Future Share Price Upside

Analysts have maintained their $42.00 price target on Malibu Boats, citing updated assumptions that combine a higher revenue growth outlook with more conservative profit margin and future P/E inputs, all under a largely unchanged discount rate. What's in the News Malibu Boats plans to showcase multiple brands, including Malibu, Axis, Pursuit, Cobalt, Cobia, and Pathfinder, at the Miami International Boat Show from February 11 to 15, 2026, highlighting new and existing models across wake, offshore, and luxury segments (Key Developments).
MCFT
US$20.30
MasterCraft Boat Holdings
7D
-2.6%
1Y
29.3%

MCFT: Future Returns Will Weigh Buybacks Against Execution On Sales And Margin Outlook

Analysts have raised their price targets on MasterCraft Boat Holdings by $2 to $4, citing updated assumptions for slightly lower discount rates, higher revenue growth and profit margins, and a modestly lower future P/E multiple. Analyst Commentary Recent price target changes on MasterCraft Boat Holdings point to a more cautious tone from some bearish analysts, even as headline targets move modestly higher by US$2 to US$4.
HAS
US$90.16
Hasbro
7D
1.8%
1Y
67.1%

HAS: Entertainment And Gaming Expansion Will Drive Post 2025 Earnings Power

The updated analyst price target for Hasbro edges lower to about $112.73 from $114.50, as analysts factor in slightly softer assumptions for growth and margins, despite recent research highlighting mixed views on category share, gaming potential, and the upcoming entertainment slate. Analyst Commentary Recent research on Hasbro points to a split view, with some analysts focusing on upside tied to gaming and entertainment, while others highlight pressures in core toy categories and industry growth.
AOUT
US$9.03
American Outdoor Brands
7D
-0.8%
1Y
-16.5%

AOUT: Clay Target Platform Expansion Will Drive Future Earnings Power

Analysts have adjusted their price target on American Outdoor Brands to $12.50, supported by updated assumptions that include a 2.25% revenue growth outlook, a 5.91% profit margin, and a forward P/E of about 14.41x. What's in the News American Outdoor Brands maintained earnings guidance for fiscal 2026, with expected net sales in the range of approximately $191 million to $193 million.
JOUT
US$46.56
Johnson Outdoors
7D
-0.5%
1Y
93.3%
MPX
US$7.18
Marine Products
7D
-1.8%
1Y
-9.6%