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German (DAX) Consumer Discretionary Sector Analysis

UpdatedDec 02, 2021
DataAggregated Company Financials
Companies95
  • 7D-0.8%
  • 3M-7.3%
  • 1Y14.1%
  • YTD6.8%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Delivery Hero declined by 12%. The past year has been better, since the industry has gained 14% in that time.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Sun, 05 Dec 2021€464.6b€713.1b€48.9b15.9x
Tue, 02 Nov 2021€510.9b€717.2b€47.3b18.2x
Thu, 30 Sep 2021€496.1b€713.2b€48.9b18.2x
Sat, 28 Aug 2021€500.5b€710.9b€49.3b16.8x
Sun, 04 Jul 2021€515.4b€710.9b€49.3b18.1x
Wed, 07 Apr 2021€499.2b€649.4b€27.3b15.9x
Sat, 09 Jan 2021€405.6b€630.6b€15.5b18.8x
Fri, 02 Oct 2020€345.3b€624.4b€6.0b21x
Mon, 06 Jul 2020€310.6b€642.6b€4.6b19.1x
Thu, 09 Apr 2020€245.9b€700.6b€19.1b17.4x
Wed, 01 Jan 2020€370.3b€712.2b€27.2b15.7x
Sat, 05 Oct 2019€339.6b€699.8b€30.2b16x
Tue, 09 Jul 2019€335.2b€685.7b€32.0b14.8x
Mon, 01 Apr 2019€323.5b€677.9b€35.1b14.3x
Thu, 03 Jan 2019€299.6b€676.5b€38.3b12.8x
PE Ratio

12.8x

Total Market Cap: €299.6bTotal Earnings: €38.3bTotal Revenue: €676.5b0%0%0%3 Year10 Year
20202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 17.0x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Consumer Discretionary industry have grown 8.5% per year over the last three years, while revenues have remained mostly flat. This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the German Consumer Discretionary sector?

Auto1.69%
General Merchanise and Department Stores1.54%
Consumer Durables1.42%
Leisure1.11%
Hospitality1.03%
Consumer Services0%
Retail Distributors-0.018%
Luxury-1.15%
Auto Components-2.00%
Specialty Stores-3.04%
Online Retail and Ecommerce-9.88%

Industry PE: Investors are most optimistic about the General Merchanise and Department Stores industry even though it's trading below its 3-year average PE ratio of 397x. It looks like they are confident that earnings will grow faster in the future than they have historically. Meanwhile, investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 9.0x.

Forecasted Growth: Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 92% over the next 5 years. This is better than its past earnings decline of 27% per year. Meanwhile, the Auto industry is expected to see its earnings grow by 4.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
DAI Daimler3.0%+€2.6b47.1%PE7.9x
BMW Bayerische Motoren Werke2.3%+€1.3b16.7%PE4.9x
HLE HELLA GmbH KGaA5.4%+€360.0m29.6%PE14x
TUI1 TUI1.3%+€33.0m-53.7%PS1x
VTSC Vitesco Technologies Group1.8%+€30.0mn/aPS0.2x
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Latest News

ZAL

€74.84

Zalando

7D

-9.4%

1Y

-5.0%

DAI

€85.63

Daimler

7D

3.0%

1Y

47.1%

FIE

€57.30

Fielmann

7D

-4.8%

1Y

-7.2%

TUI1

€2.38

TUI

7D

1.3%

1Y

-53.7%