Header cover image

Belgian (BEL20) Consumer Discretionary Sector Analysis

UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies11
  • 7D4.0%
  • 3M-18.5%
  • 1Y-10.3%
  • YTD0.6%

In the last week, the Consumer Discretionary industry is up 3.5%, with D'Ieteren Group up 4.2%. Meanwhile, Belysse Group actually underperformed within the industry, shrinking 7.9% in the last week. In the past year, the industry is down 10%. Looking forward, earnings are forecast to grow by 25% annually.

Sector Valuation and Performance

Has the Belgian Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Feb 2025€9.1b€8.8b€429.4m11.7x21.2x1x
Mon, 30 Dec 2024€9.0b€8.8b€429.4m11.1x21x1x
Wed, 27 Nov 2024€11.0b€8.8b€429.4m11x25.6x1.3x
Fri, 25 Oct 2024€10.5b€8.8b€429.4m11.8x24.5x1.2x
Sun, 22 Sep 2024€10.5b€8.7b€423.3m18.9x24.8x1.2x
Tue, 20 Aug 2024€11.7b€8.5b€522.0m22.5x22.5x1.4x
Thu, 18 Jul 2024€11.5b€8.5b€522.0m22.1x22.1x1.4x
Sat, 15 Jun 2024€10.6b€8.5b€523.1m27.1x20.2x1.2x
Mon, 13 May 2024€12.0b€8.5b€523.1m28.5x22.9x1.4x
Wed, 10 Apr 2024€11.5b€8.5b€523.1m28x22.1x1.4x
Fri, 08 Mar 2024€10.7b€8.5b€525.3m27.2x20.4x1.3x
Sun, 04 Feb 2024€10.1b€7.5b€459.0m28x22.1x1.4x
Tue, 02 Jan 2024€9.9b€7.5b€459.0m27.7x21.6x1.3x
Thu, 30 Nov 2023€8.8b€7.5b€459.0m26.5x19.3x1.2x
Sat, 28 Oct 2023€7.8b€7.4b€458.6m16.6x16.9x1x
Mon, 25 Sep 2023€9.0b€7.4b€458.6m19.4x19.6x1.2x
Wed, 23 Aug 2023€8.5b€5.3b€356.7m24.1x23.9x1.6x
Fri, 21 Jul 2023€8.9b€5.3b€356.7m25.2x25x1.7x
Sun, 18 Jun 2023€9.5b€5.3b€356.7m27.1x26.7x1.8x
Tue, 16 May 2023€9.3b€5.3b€356.7m26.5x26.1x1.8x
Thu, 13 Apr 2023€9.8b€5.3b€356.7m27.9x27.5x1.9x
Sat, 11 Mar 2023€9.9b€3.9b€288.8m35.6x34.4x2.5x
Mon, 06 Feb 2023€10.2b€3.9b€287.0m36.7x35.5x2.6x
Wed, 04 Jan 2023€10.3b€3.9b€287.0m37.1x35.9x2.6x
Fri, 02 Dec 2022€10.3b€3.9b€287.0m37x35.9x2.6x
Sun, 30 Oct 2022€9.5b€3.9b€287.0m34.1x33.1x2.4x
Tue, 27 Sep 2022€8.2b€3.9b€285.6m20.4x28.6x2.1x
Thu, 25 Aug 2022€9.0b€3.8b€269.0m24.2x33.6x2.4x
Sat, 23 Jul 2022€8.8b€3.8b€269.0m23.6x32.7x2.3x
Mon, 20 Jun 2022€7.9b€3.8b€270.1m28.8x29.1x2x
Wed, 18 May 2022€9.0b€3.8b€270.1m33x33.3x2.3x
Fri, 15 Apr 2022€8.3b€3.8b€270.1m30.1x30.7x2.2x
Sun, 13 Mar 2022€6.9b€4.2b€315.0m20.8x22.1x1.7x
Tue, 08 Feb 2022€8.7b€4.5b€332.5m33.9x26.2x1.9x
Price to Earnings Ratio

26.2x


Total Market Cap: €8.7bTotal Earnings: €332.5mTotal Revenue: €4.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Belgian Consumer Discretionary Sector Price to Earnings3Y Average 26.2x202320242025
Current Industry PE
  • Investors are pessimistic on the Belgian 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 21.0x which is lower than its 3-year average PE of 26.2x.
  • The 3-year average PS ratio of 1.7x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 8.9% per year over the last three years.
  • Revenues for these companies have grown 25% 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 Belgian Consumer Discretionary sector?

BE Market1.55%
Consumer Discretionary4.01%
Retail Distributors4.17%
Luxury1.99%
Auto Components0%0
Auto0%0
Leisure0%0
Hospitality0%0
Consumer Services0%0
Online Retail and Ecommerce0%0
Specialty Stores0%0
General Merchandise and Department Stores0%0
Consumer Durables-7.58%
Industry PE
  • Investors are most optimistic about the Consumer Services industry, which is trading close to its 3-year average PE ratio of 35.2x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Hospitality industry, which is trading below its 3-year average of 4.3x.
Forecasted Growth
  • Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings decline by 33% 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
DIE D'Ieteren Group€162.404.2%
+€345.0m
-10.5%PE22.7x
VAN Van de Velde€30.802.0%
+€7.7m
-6.0%PE11.7x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.