German (DAX) Consumer Discretionary Sector Analysis
UpdatedDec 02, 2023
DataAggregated Company Financials
Companies102
- 7D0.7%
- 3M-4.9%
- 1Y-8.3%
- YTD-3.7%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably adidas gained 5.3%. Unfortunately though, the industry is down 8.3% over the past 12 months. Looking forward, earnings are forecast to grow by 12% 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 |
|---|---|---|---|---|---|---|
| Sat, 02 Dec 2023 | €387.4b | €869.9b | €49.7b | 13.8x | 7.8x | 0.4x |
| Mon, 30 Oct 2023 | €357.9b | €870.3b | €49.0b | 13.6x | 7.3x | 0.4x |
| Wed, 27 Sep 2023 | €393.7b | €861.3b | €46.7b | 14.3x | 8.4x | 0.5x |
| Fri, 25 Aug 2023 | €418.2b | €860.4b | €46.0b | 14.8x | 9.1x | 0.5x |
| Sun, 23 Jul 2023 | €446.4b | €823.7b | €46.6b | 13.6x | 9.6x | 0.5x |
| Tue, 20 Jun 2023 | €455.7b | €826.2b | €47.7b | 14.9x | 9.6x | 0.6x |
| Thu, 18 May 2023 | €431.0b | €828.8b | €47.6b | 16.3x | 9.1x | 0.5x |
| Sat, 15 Apr 2023 | €453.8b | €802.9b | €58.4b | 11.5x | 7.8x | 0.6x |
| Mon, 13 Mar 2023 | €454.9b | €772.2b | €58.4b | 11.1x | 7.8x | 0.6x |
| Wed, 08 Feb 2023 | €459.7b | €785.8b | €58.6b | 10.4x | 7.8x | 0.6x |
| Fri, 06 Jan 2023 | €422.5b | €786.6b | €58.6b | 10.4x | 7.2x | 0.5x |
| Sun, 04 Dec 2022 | €425.5b | €767.4b | €58.2b | 11.8x | 7.3x | 0.6x |
| Tue, 01 Nov 2022 | €393.0b | €738.4b | €59.6b | 10.7x | 6.6x | 0.5x |
| Thu, 29 Sep 2022 | €305.1b | €697.2b | €53.2b | 9.8x | 5.7x | 0.4x |
| Sat, 27 Aug 2022 | €317.0b | €696.3b | €52.1b | 12.2x | 6.1x | 0.5x |
| Mon, 25 Jul 2022 | €332.1b | €680.9b | €57.0b | 13.2x | 5.8x | 0.5x |
| Wed, 22 Jun 2022 | €336.7b | €679.0b | €57.1b | 13.9x | 5.9x | 0.5x |
| Fri, 20 May 2022 | €337.0b | €678.4b | €57.0b | 12x | 5.9x | 0.5x |
| Sun, 17 Apr 2022 | €368.3b | €674.7b | €42.9b | 15x | 8.6x | 0.5x |
| Tue, 15 Mar 2022 | €365.2b | €678.7b | €46.5b | 13.9x | 7.8x | 0.5x |
| Thu, 10 Feb 2022 | €446.0b | €718.5b | €47.0b | 16x | 9.5x | 0.6x |
| Sat, 08 Jan 2022 | €465.5b | €712.9b | €49.2b | 15.7x | 9.5x | 0.7x |
| Mon, 06 Dec 2021 | €463.4b | €713.1b | €48.9b | 15.8x | 9.5x | 0.6x |
| Wed, 03 Nov 2021 | €501.5b | €711.1b | €46.9b | 17.3x | 10.7x | 0.7x |
| Fri, 01 Oct 2021 | €490.4b | €713.3b | €49.0b | 16.7x | 10x | 0.7x |
| Sun, 29 Aug 2021 | €500.5b | €710.9b | €49.3b | 16.8x | 10.2x | 0.7x |
| Mon, 05 Jul 2021 | €515.4b | €710.9b | €49.3b | 18.1x | 10.5x | 0.7x |
| Thu, 08 Apr 2021 | €499.2b | €649.4b | €27.3b | 15.9x | 18.3x | 0.8x |
| Sun, 10 Jan 2021 | €405.6b | €630.6b | €15.5b | 18.8x | 26.2x | 0.6x |
Price to Earnings Ratio
61.9x
Current Industry PE
- Investors are pessimistic on the German 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 7.8x which is lower than its 3-year average PE of 10.6x.
- The industry is trading close to its 3-year average PS ratio of 0.59x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 101% 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 German Consumer Discretionary sector?
| DE Market | 1.41% | |
| Consumer Discretionary | 0.69% | |
| Consumer Services | 13.11% | |
| Luxury | 5.26% | |
| General Merchandise and Department Stores | 2.32% | |
| Auto Components | 0.81% | |
| Auto | 0.40% | |
| Retail Distributors | 0% | |
| Online Retail and Ecommerce | 0% | |
| Leisure | -1.42% | |
| Specialty Stores | -2.58% | |
| Hospitality | -4.62% | |
| Consumer Durables | -4.77% | |
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 328x.
- 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 82% over the next 5 years.
- This is better than its past earnings decline of 88% per year.
- In contrast, the Auto industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| ADS adidas | €194.24 | 5.3% +€1.7b | 56.3% | PS1.6x | |
| MBG Mercedes-Benz Group | €60.14 | 2.7% +€1.6b | -6.2% | PE4.2x | |
| BMW Bayerische Motoren Werke | €96.19 | 2.3% +€1.4b | 12.8% | PE5.5x | |
| PUM PUMA | €59.60 | 5.7% +€485.2m | 18.4% | PE29.2x | |
| CON Continental | €71.44 | 1.5% +€216.0m | 24.8% | PE12.1x |