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German (DAX) Consumer Discretionary Sector Analysis
UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies89
- 7D-2.3%
- 3M9.8%
- 1Y-11.9%
- YTD4.6%
Over the last 7 days, the Consumer Discretionary industry has dropped 2.3%, driven by adidas declining 6.2%. However, the industry is down 12% over the past year. Earnings are forecast to grow by 17% annually.
Sector Valuation and Performance
Has the German Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Feb 2025 | €348.3b | €871.4b | €40.3b | 14.2x | 8.6x | 0.4x |
| Sun, 19 Jan 2025 | €340.8b | €870.2b | €40.2b | 13.5x | 8.5x | 0.4x |
| Tue, 17 Dec 2024 | €337.7b | €871.8b | €40.1b | 12.9x | 8.4x | 0.4x |
| Thu, 14 Nov 2024 | €319.4b | €870.3b | €41.5b | 12.4x | 7.7x | 0.4x |
| Sat, 12 Oct 2024 | €349.8b | €879.5b | €48.7b | 12.2x | 7.2x | 0.4x |
| Mon, 09 Sep 2024 | €339.4b | €887.7b | €48.6b | 11.6x | 7x | 0.4x |
| Wed, 07 Aug 2024 | €335.6b | €886.5b | €48.4b | 11.8x | 6.9x | 0.4x |
| Fri, 05 Jul 2024 | €367.4b | €884.3b | €49.2b | 13.4x | 7.5x | 0.4x |
| Sun, 02 Jun 2024 | €393.0b | €879.8b | €49.1b | 13.5x | 8x | 0.4x |
| Tue, 30 Apr 2024 | €424.3b | €882.4b | €51.6b | 11.8x | 8.2x | 0.5x |
| Thu, 28 Mar 2024 | €424.8b | €883.2b | €51.9b | 12.6x | 8.2x | 0.5x |
| Sat, 24 Feb 2024 | €409.4b | €870.6b | €49.8b | 12.6x | 8.2x | 0.5x |
| Mon, 22 Jan 2024 | €361.1b | €870.8b | €49.6b | 12.3x | 7.3x | 0.4x |
| Wed, 20 Dec 2023 | €395.3b | €870.7b | €49.7b | 12.9x | 8x | 0.5x |
| Fri, 17 Nov 2023 | €392.2b | €870.1b | €49.7b | 14x | 7.9x | 0.5x |
| Sun, 15 Oct 2023 | €392.4b | €861.3b | €46.7b | 13.5x | 8.4x | 0.5x |
| Tue, 12 Sep 2023 | €412.3b | €861.7b | €46.7b | 14x | 8.8x | 0.5x |
| Thu, 10 Aug 2023 | €432.5b | €839.3b | €46.1b | 13.8x | 9.4x | 0.5x |
| Sat, 08 Jul 2023 | €440.5b | €823.7b | €46.5b | 13.4x | 9.5x | 0.5x |
| Mon, 05 Jun 2023 | €444.2b | €831.2b | €47.6b | 14.4x | 9.3x | 0.5x |
| Wed, 03 May 2023 | €436.6b | €807.3b | €57.4b | 16.3x | 7.6x | 0.5x |
| Fri, 31 Mar 2023 | €446.9b | €801.7b | €58.4b | 11.2x | 7.7x | 0.6x |
| Sun, 26 Feb 2023 | €441.7b | €769.4b | €58.9b | 10.7x | 7.5x | 0.6x |
| Tue, 24 Jan 2023 | €438.5b | €787.1b | €58.6b | 10.7x | 7.5x | 0.6x |
| Thu, 22 Dec 2022 | €402.2b | €784.4b | €58.0b | 11x | 6.9x | 0.5x |
| Sat, 19 Nov 2022 | €424.9b | €767.3b | €58.1b | 11.8x | 7.3x | 0.6x |
| Mon, 17 Oct 2022 | €365.7b | €732.2b | €57.6b | 10.2x | 6.4x | 0.5x |
| Wed, 14 Sep 2022 | €332.0b | €696.4b | €52.1b | 11.6x | 6.4x | 0.5x |
| Fri, 12 Aug 2022 | €345.9b | €694.5b | €52.8b | 13.2x | 6.5x | 0.5x |
| Sun, 10 Jul 2022 | €323.8b | €678.6b | €57.0b | 13.3x | 5.7x | 0.5x |
| Tue, 07 Jun 2022 | €365.1b | €678.9b | €57.1b | 16.3x | 6.4x | 0.5x |
| Thu, 05 May 2022 | €360.4b | €679.2b | €43.8b | 11.6x | 8.2x | 0.5x |
| Sat, 02 Apr 2022 | €385.0b | €678.0b | €43.2b | 14.3x | 8.9x | 0.6x |
| Mon, 28 Feb 2022 | €419.6b | €719.4b | €47.0b | 16x | 8.9x | 0.6x |
Price to Earnings Ratio
8.9x
Current Industry PE
- Investors are optimistic on the German Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 8.6x which is higher than its 3-year average PE of 7.7x.
- The industry is trading close to its 3-year average PS ratio of 0.48x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 5.0% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.6% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the German Consumer Discretionary sector?
| DE Market | -1.32% | |
| Consumer Discretionary | -2.27% | |
| General Merchandise and Department Stores | 1.24% | |
| Consumer Services | 1.23% | |
| Online Retail and Ecommerce | 0% | 0 |
| Auto | -1.08% | |
| Auto Components | -1.96% | |
| Leisure | -2.40% | |
| Specialty Stores | -3.51% | |
| Consumer Durables | -3.88% | |
| Retail Distributors | -4.26% | |
| Hospitality | -4.48% | |
| Luxury | -6.17% | |
Industry PE
- Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 639x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 99% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Auto industry is expected to see its earnings grow by 7.3% 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 | |
|---|---|---|---|---|---|
| SHA0 Schaeffler | €4.75 | 5.5% +€234.3m | -24.6% | PE31.2x | |
| AG1 AUTO1 Group | €19.25 | 2.7% +€111.1m | 393.7% | PS0.7x | |
| SFQ SAF-Holland | €17.52 | 4.5% +€34.5m | 8.1% | PE10.3x | |
| HBM HORNBACH Baumarkt | €62.00 | 1.6% +€31.8m | 31.8% | PE26.5x | |
| HBH HORNBACH Holding KGaA | €77.70 | 2.5% +€30.4m | 14.7% | PE7.7x |
