Narrative Update • Jul 10
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Austrian (ATX) Consumer Discretionary Sector Analysis
UpdatedJul 12, 2026
DataAggregated Company Financials
Companies3
- 7D2.9%
- 3M25.0%
- 1Y6.6%
- YTD29.0%
Over the last 7 days, the Consumer Discretionary industry has risen 2.9%, driven by gains from Bajaj Mobility of 3.5%. Meanwhile, Wolford actually underperformed within the industry, shrinking 5.1% in the last week. This takes the industry's 12 month performance to a gain of 6.6%. Earnings are forecast to grow by 9.9% annually.
Sector Valuation and Performance
Has the Austrian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | €837.1m | €1.8b | €679.8m | 9.1x | 1.2x | 0.5x |
| Tue, 09 Jun 2026 | €769.1m | €1.8b | €679.8m | 9.2x | 1.1x | 0.4x |
| Thu, 07 May 2026 | €762.3m | €1.8b | €606.0m | 9.3x | 1.3x | 0.4x |
| Sat, 04 Apr 2026 | €664.0m | €1.8b | €594.6m | 27.8x | 1.1x | 0.4x |
| Mon, 02 Mar 2026 | €731.9m | €1.8b | €594.6m | 30.1x | 1.2x | 0.4x |
| Wed, 28 Jan 2026 | €739.7m | €2.1b | -€72,553,453.00 | 35.3x | -10.2x | 0.4x |
| Fri, 26 Dec 2025 | €668.2m | €2.1b | -€72,553,453.00 | 32.4x | -9.2x | 0.3x |
| Sun, 23 Nov 2025 | €691.2m | €2.1b | -€72,553,453.00 | 32.3x | -9.5x | 0.3x |
| Tue, 21 Oct 2025 | €663.0m | €2.1b | -€87,396,453.00 | 39.3x | -7.6x | 0.3x |
| Thu, 18 Sep 2025 | €728.8m | €2.1b | -€87,396,453.00 | 41.9x | -8.3x | 0.4x |
| Sat, 16 Aug 2025 | €195.0m | €779.1m | -€15,385,396.00 | 29.5x | -12.7x | 0.3x |
| Mon, 14 Jul 2025 | €198.4m | €780.2m | -€16,538,396.00 | 29.5x | -12x | 0.3x |
| Wed, 11 Jun 2025 | €202.9m | €780.2m | -€16,538,396.00 | 31.8x | -12.3x | 0.3x |
| Fri, 09 May 2025 | €643.8m | €3.1b | -€164,810,396.00 | 30.7x | -3.9x | 0.2x |
| Sun, 06 Apr 2025 | €628.0m | €3.1b | -€180,949,824.00 | 17.7x | -3.5x | 0.2x |
| Tue, 04 Mar 2025 | €898.5m | €3.1b | -€180,949,824.00 | 17.2x | -5x | 0.3x |
| Thu, 30 Jan 2025 | €772.9m | €3.1b | -€180,949,824.00 | 17.7x | -4.3x | 0.3x |
| Sat, 28 Dec 2024 | €840.6m | €3.1b | -€180,949,824.00 | 16.1x | -4.6x | 0.3x |
| Mon, 25 Nov 2024 | €504.9m | €3.1b | -€184,839,824.00 | 12.5x | -2.7x | 0.2x |
| Wed, 23 Oct 2024 | €690.2m | €3.4b | €116.7m | 6.8x | 5.9x | 0.2x |
| Fri, 20 Sep 2024 | €1.1b | €3.4b | €123.6m | 8.3x | 8.6x | 0.3x |
| Sun, 18 Aug 2024 | €1.0b | €3.4b | €46.3m | 11.2x | 22.6x | 0.3x |
| Tue, 16 Jul 2024 | €1.2b | €3.4b | €44.6m | 12.3x | 26.8x | 0.3x |
| Thu, 13 Jun 2024 | €1.4b | €3.4b | €44.6m | 13.4x | 31.1x | 0.4x |
| Sat, 11 May 2024 | €1.4b | €3.4b | €46.9m | 13.8x | 30.9x | 0.4x |
| Mon, 08 Apr 2024 | €1.7b | €3.5b | €105.8m | 18.6x | 15.7x | 0.5x |
| Wed, 06 Mar 2024 | €1.8b | €3.5b | €183.0m | 10.3x | 9.8x | 0.5x |
| Fri, 02 Feb 2024 | €1.9b | €3.5b | €176.9m | 10.5x | 10.8x | 0.6x |
| Sun, 31 Dec 2023 | €1.9b | €3.5b | €176.9m | 10.7x | 10.9x | 0.6x |
| Tue, 28 Nov 2023 | €2.3b | €3.5b | €174.0m | 13x | 13.2x | 0.7x |
| Thu, 26 Oct 2023 | €2.1b | €3.5b | €177.2m | 12x | 12.1x | 0.6x |
| Sat, 23 Sep 2023 | €2.5b | €3.5b | €177.3m | 14x | 14x | 0.7x |
| Mon, 21 Aug 2023 | €2.8b | €3.2b | €209.8m | 15x | 13.6x | 0.9x |
| Wed, 19 Jul 2023 | €2.9b | €3.2b | €216.7m | 18x | 13.6x | 0.9x |
Price to Earnings Ratio
13.6x
Current Industry PE
- There are only 3 companies in the Austrian Consumer Discretionary industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 46% per year over the last three years.
- Meanwhile revenues for these companies have declined 17% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Austrian Consumer Discretionary sector?
| AT Market | -0.69% | |
| Consumer Discretionary | 2.89% | |
| Auto | 3.55% | |
| Auto Components | 0.21% | |
| Consumer Durables | 0% | 0 |
| Luxury | 0% | 0 |
| Hospitality | 0% | 0 |
| Consumer Services | 0% | 0 |
| Retail Distributors | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Specialty Stores | 0% | 0 |
Industry PE
- Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 28.2x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 3.5x.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 9.9% over the next 5 years.
- In contrast, the Auto Components industry is expected to see its earnings grow by 9.9% 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 | |
|---|---|---|---|---|---|
| BMAG Bajaj Mobility | €20.15 | 3.5% +€23.3m | 7.5% | PE1x | |
| PYT Polytec Holding | €4.78 | 0.2% +€220.0k | 42.7% | PE9.1x |