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German (DAX) Consumer Discretionary Sector Analysis
UpdatedApr 24, 2025
DataAggregated Company Financials
Companies90
- 7D4.9%
- 3M-8.4%
- 1Y-24.4%
- YTD-5.4%
In the last week, the Consumer Discretionary industry is up 4.9%, with Mercedes-Benz Group up 5.2%. Meanwhile, Ceconomy actually underperformed within the industry, shrinking 6.6% in the last week. However, the industry is down 24% over the past year. As for the next few years, earnings are expected to grow by 17% per annum.
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 |
|---|---|---|---|---|---|---|
| Thu, 24 Apr 2025 | €314.6b | €867.1b | €12.9b | 13.2x | 24.4x | 0.4x |
| Sat, 22 Mar 2025 | €335.3b | €867.2b | €36.8b | 12.5x | 9.1x | 0.4x |
| Mon, 17 Feb 2025 | €356.2b | €871.3b | €40.2b | 14.8x | 8.9x | 0.4x |
| Wed, 15 Jan 2025 | €335.4b | €870.2b | €40.2b | 13.5x | 8.3x | 0.4x |
| Fri, 13 Dec 2024 | €345.0b | €873.8b | €40.1b | 13x | 8.6x | 0.4x |
| Sun, 10 Nov 2024 | €324.6b | €870.8b | €41.4b | 13.3x | 7.8x | 0.4x |
| Tue, 08 Oct 2024 | €355.1b | €887.9b | €48.7b | 12.2x | 7.3x | 0.4x |
| Thu, 05 Sep 2024 | €346.6b | €887.7b | €48.6b | 11.8x | 7.1x | 0.4x |
| Sat, 03 Aug 2024 | €345.3b | €886.4b | €49.0b | 12.5x | 7.1x | 0.4x |
| Mon, 01 Jul 2024 | €364.3b | €884.1b | €49.2b | 13.5x | 7.4x | 0.4x |
| Wed, 29 May 2024 | €396.7b | €879.8b | €49.1b | 13.6x | 8.1x | 0.5x |
| Fri, 26 Apr 2024 | €421.6b | €883.5b | €52.0b | 11.6x | 8.1x | 0.5x |
| Sun, 24 Mar 2024 | €416.9b | €883.2b | €51.9b | 12.4x | 8x | 0.5x |
| Tue, 20 Feb 2024 | €395.2b | €870.6b | €49.8b | 12.6x | 7.9x | 0.5x |
| Thu, 18 Jan 2024 | €363.3b | €870.8b | €49.6b | 12.2x | 7.3x | 0.4x |
| Sat, 16 Dec 2023 | €399.6b | €870.7b | €49.7b | 14.2x | 8x | 0.5x |
| Mon, 13 Nov 2023 | €372.3b | €870.4b | €48.9b | 13.7x | 7.6x | 0.4x |
| Wed, 11 Oct 2023 | €395.3b | €861.3b | €46.7b | 13.5x | 8.5x | 0.5x |
| Fri, 08 Sep 2023 | €409.2b | €861.7b | €46.7b | 13.8x | 8.8x | 0.5x |
| Sun, 06 Aug 2023 | €445.4b | €839.3b | €47.0b | 13.4x | 9.5x | 0.5x |
| Tue, 04 Jul 2023 | €452.1b | €823.9b | €46.6b | 13.9x | 9.7x | 0.5x |
| Thu, 01 Jun 2023 | €428.7b | €831.2b | €47.6b | 13.1x | 9x | 0.5x |
| Sat, 29 Apr 2023 | €442.4b | €803.2b | €58.4b | 14.2x | 7.6x | 0.6x |
| Mon, 27 Mar 2023 | €428.5b | €801.4b | €58.4b | 11.3x | 7.3x | 0.5x |
| Wed, 22 Feb 2023 | €451.9b | €769.4b | €58.9b | 11x | 7.7x | 0.6x |
| Fri, 20 Jan 2023 | €431.4b | €787.1b | €58.6b | 10.6x | 7.4x | 0.5x |
| Sun, 18 Dec 2022 | €405.0b | €784.4b | €58.0b | 11.1x | 7x | 0.5x |
| Tue, 15 Nov 2022 | €428.1b | €767.2b | €58.1b | 11.1x | 7.4x | 0.6x |
| Thu, 13 Oct 2022 | €360.6b | €732.1b | €57.6b | 10.1x | 6.3x | 0.5x |
| Sat, 10 Sep 2022 | €320.6b | €696.3b | €52.1b | 11.4x | 6.2x | 0.5x |
| Mon, 08 Aug 2022 | €341.0b | €693.3b | €53.8b | 12.7x | 6.3x | 0.5x |
| Wed, 06 Jul 2022 | €296.3b | €673.1b | €56.9b | 13.9x | 5.2x | 0.4x |
| Fri, 03 Jun 2022 | €365.0b | €678.9b | €56.9b | 15.8x | 6.4x | 0.5x |
| Sun, 01 May 2022 | €367.3b | €675.2b | €42.9b | 12.4x | 8.6x | 0.5x |
Price to Earnings Ratio
8.6x
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 24.4x which is higher than its 3-year average PE of 8.1x.
- The industry is trading close to its 3-year average PS ratio of 0.47x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 33% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.7% 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 | 2.72% | |
| Consumer Discretionary | 4.94% | |
| Consumer Services | 11.08% | |
| Luxury | 6.36% | |
| Auto | 5.35% | |
| Auto Components | 3.33% | |
| Specialty Stores | 3.11% | |
| Hospitality | 2.75% | |
| General Merchandise and Department Stores | 2.46% | |
| Retail Distributors | 1.61% | |
| Leisure | 0.75% | |
| Consumer Durables | 0.59% | |
| Online Retail and Ecommerce | 0% | 0 |
Industry PE
- Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 46.1%, which is lower than the prior year's growth of 116.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 93% over the next 5 years.
- This is better than its past earnings growth rate of 8.0% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 10% 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 | |
|---|---|---|---|---|---|
| MBG Mercedes-Benz Group | €53.81 | 7.1% +€3.4b | -26.5% | PE5.1x | |
| ADS adidas | €215.60 | 8.5% +€3.0b | -4.8% | PE50.9x | |
| BMW Bayerische Motoren Werke | €74.80 | 6.5% +€2.8b | -28.8% | PE6.4x | |
| CON Continental | €68.72 | 6.4% +€824.0m | 10.7% | PE11.8x | |
| DHER Delivery Hero | €25.15 | 6.6% +€449.2m | -18.3% | PS0.7x |
