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German (DAX) Consumer Discretionary Sector Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies91
- 7D-2.9%
- 3M1.2%
- 1Y-12.4%
- YTD-12.9%
Over the last 7 days, the Consumer Discretionary industry has dropped 2.9%, driven by Mercedes-Benz Group declining 5.4%. However, the industry is down 12% over the past year. As for the next few years, earnings are expected to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Sun, 22 Dec 2024 | €334.5b | €871.7b | €40.1b | 13.1x | 8.3x | 0.4x |
| Tue, 19 Nov 2024 | €324.1b | €871.1b | €40.2b | 12.5x | 8.1x | 0.4x |
| Thu, 17 Oct 2024 | €342.5b | €879.5b | €48.7b | 12.8x | 7x | 0.4x |
| Sat, 14 Sep 2024 | €335.3b | €888.0b | €48.7b | 12.1x | 6.9x | 0.4x |
| Mon, 12 Aug 2024 | €337.7b | €885.6b | €48.5b | 12.7x | 7x | 0.4x |
| Wed, 10 Jul 2024 | €364.6b | €884.0b | €49.2b | 13.3x | 7.4x | 0.4x |
| Fri, 07 Jun 2024 | €389.5b | €879.8b | €49.1b | 12.9x | 7.9x | 0.4x |
| Sun, 05 May 2024 | €409.9b | €880.5b | €49.8b | 12.1x | 8.2x | 0.5x |
| Tue, 02 Apr 2024 | €424.6b | €883.2b | €52.0b | 11.8x | 8.2x | 0.5x |
| Thu, 29 Feb 2024 | €414.3b | €870.4b | €49.8b | 12.7x | 8.3x | 0.5x |
| Sat, 27 Jan 2024 | €377.5b | €870.8b | €49.6b | 12.6x | 7.6x | 0.4x |
| Mon, 25 Dec 2023 | €388.5b | €870.7b | €49.6b | 12.9x | 7.8x | 0.4x |
| Wed, 22 Nov 2023 | €387.7b | €870.2b | €49.6b | 14.5x | 7.8x | 0.4x |
| Fri, 20 Oct 2023 | €389.1b | €861.4b | €46.7b | 13.6x | 8.3x | 0.5x |
| Sun, 17 Sep 2023 | €412.8b | €861.3b | €46.7b | 14.1x | 8.8x | 0.5x |
| Tue, 15 Aug 2023 | €432.8b | €860.4b | €45.9b | 16.9x | 9.4x | 0.5x |
| Thu, 13 Jul 2023 | €450.1b | €823.8b | €46.6b | 13.8x | 9.7x | 0.5x |
| Sat, 10 Jun 2023 | €448.4b | €831.2b | €47.6b | 15x | 9.4x | 0.5x |
| Mon, 08 May 2023 | €443.2b | €828.5b | €48.4b | 16.3x | 9.2x | 0.5x |
| Wed, 05 Apr 2023 | €448.8b | €801.8b | €58.3b | 12x | 7.7x | 0.6x |
| Fri, 03 Mar 2023 | €449.5b | €769.4b | €58.9b | 11.4x | 7.6x | 0.6x |
| Sun, 29 Jan 2023 | €444.2b | €787.1b | €58.6b | 10.7x | 7.6x | 0.6x |
| Tue, 27 Dec 2022 | €394.8b | €786.6b | €58.6b | 11.1x | 6.7x | 0.5x |
| Thu, 24 Nov 2022 | €419.5b | €767.3b | €58.0b | 11.9x | 7.2x | 0.5x |
| Sat, 22 Oct 2022 | €381.6b | €732.2b | €57.6b | 10.6x | 6.6x | 0.5x |
| Mon, 19 Sep 2022 | €319.2b | €697.1b | €52.1b | 10.9x | 6.1x | 0.5x |
| Wed, 17 Aug 2022 | €349.7b | €694.0b | €52.6b | 14x | 6.6x | 0.5x |
| Fri, 15 Jul 2022 | €307.0b | €680.8b | €57.0b | 12.9x | 5.4x | 0.5x |
| Sun, 12 Jun 2022 | €353.2b | €678.9b | €57.1b | 16.1x | 6.2x | 0.5x |
| Tue, 10 May 2022 | €339.8b | €680.1b | €46.7b | 11.5x | 7.3x | 0.5x |
| Thu, 07 Apr 2022 | €373.6b | €677.9b | €43.1b | 14.9x | 8.7x | 0.6x |
| Sat, 05 Mar 2022 | €348.7b | €719.4b | €47.0b | 14.2x | 7.4x | 0.5x |
| Mon, 31 Jan 2022 | €434.6b | €712.4b | €49.1b | 16.2x | 8.9x | 0.6x |
| Wed, 29 Dec 2021 | €457.9b | €713.1b | €48.9b | 15.8x | 9.4x | 0.6x |
Price to Earnings Ratio
9.4x
Current Industry PE
- Investors are relatively neutral on the German Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 7.8x.
- The industry is trading close to its 3-year average PS ratio of 0.49x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 6.4% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.9% 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 | -2.58% | |
| Consumer Discretionary | -2.89% | |
| Online Retail and Ecommerce | 0% | |
| Retail Distributors | -0.75% | |
| Luxury | -1.06% | |
| General Merchandise and Department Stores | -1.47% | |
| Auto | -2.85% | |
| Specialty Stores | -3.88% | |
| Auto Components | -4.03% | |
| Consumer Durables | -4.08% | |
| Leisure | -4.37% | |
| Hospitality | -5.81% | |
| Consumer Services | -11.53% | |
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 396x.
- 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 101% 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 6.9% 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 | |
|---|---|---|---|---|---|
| BOSS Hugo Boss | €43.57 | 4.2% +€120.8m | -34.8% | PE14x | |
| TIMA ZEAL Network | €48.00 | 8.1% +€78.0m | 54.8% | PE22.1x | |
| DOU Douglas | €20.00 | 0.6% +€11.8m | n/a | PS0.5x | |
| ZPF Zapf Creation | €31.00 | 2.0% +€3.9m | 6.2% | PE176.5x | |
| HOC HolidayCheck Group | €4.12 | 1.0% +€3.5m | 11.4% | n/a |
