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German (DAX) Consumer Discretionary Sector Analysis

UpdatedOct 19, 2025
DataAggregated Company Financials
Companies92
  • 7D1.6%
  • 3M-2.0%
  • 1Y-10.1%
  • YTD-6.6%

Over the last 7 days, the Consumer Discretionary industry has risen 1.6%, driven by gains from Bayerische Motoren Werke of 2.2%. In the past year, the industry is down 10%. As for the next few years, earnings are expected to grow by 24% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 19 Oct 2025€314.3b€880.8b€3.8b15.7x83.1x0.4x
Tue, 16 Sep 2025€319.4b€861.3b€3.8b17.8x84.9x0.4x
Thu, 14 Aug 2025€320.9b€859.2b€2.8b13.9x113.7x0.4x
Sat, 12 Jul 2025€325.6b€868.0b€8.1b14x40.4x0.4x
Mon, 09 Jun 2025€311.9b€868.1b€8.1b13x38.6x0.4x
Wed, 07 May 2025€317.1b€868.6b€11.4b13.1x27.9x0.4x
Fri, 04 Apr 2025€300.5b€867.0b€12.8b11.8x23.4x0.3x
Sun, 02 Mar 2025€353.0b€871.4b€40.3b14.2x8.8x0.4x
Tue, 28 Jan 2025€347.8b€870.2b€40.2b14.3x8.6x0.4x
Thu, 26 Dec 2024€331.8b€871.8b€40.2b13.3x8.3x0.4x
Sat, 23 Nov 2024€317.5b€871.1b€40.2b12.4x7.9x0.4x
Mon, 21 Oct 2024€345.7b€879.5b€48.7b13.3x7.1x0.4x
Wed, 18 Sep 2024€338.2b€888.0b€48.7b11.7x6.9x0.4x
Fri, 16 Aug 2024€343.5b€886.4b€48.6b12.6x7.1x0.4x
Sun, 14 Jul 2024€377.5b€884.0b€49.3b13x7.7x0.4x
Tue, 11 Jun 2024€389.0b€884.2b€49.2b13.5x7.9x0.4x
Thu, 09 May 2024€410.2b€879.5b€48.9b12.4x8.4x0.5x
Sat, 06 Apr 2024€433.2b€883.1b€52.0b11.6x8.3x0.5x
Mon, 04 Mar 2024€412.5b€869.8b€50.1b13.8x8.2x0.5x
Wed, 31 Jan 2024€380.2b€870.8b€49.6b12.9x7.7x0.4x
Fri, 29 Dec 2023€386.9b€870.8b€49.6b13x7.8x0.4x
Sun, 26 Nov 2023€385.0b€870.1b€49.7b13.8x7.8x0.4x
Tue, 24 Oct 2023€378.6b€861.4b€46.7b13.6x8.1x0.4x
Thu, 21 Sep 2023€412.0b€861.3b€46.7b14.5x8.8x0.5x
Sat, 19 Aug 2023€423.5b€860.4b€46.0b15.4x9.2x0.5x
Mon, 17 Jul 2023€449.3b€823.8b€46.6b13.7x9.6x0.5x
Wed, 14 Jun 2023€460.0b€831.2b€47.6b15.5x9.7x0.6x
Fri, 12 May 2023€440.7b€828.6b€48.4b16.7x9.1x0.5x
Sun, 09 Apr 2023€440.8b€802.3b€58.2b11.1x7.6x0.5x
Tue, 07 Mar 2023€466.4b€769.9b€58.9b11.3x7.9x0.6x
Thu, 02 Feb 2023€449.3b€787.1b€58.6b10.5x7.7x0.6x
Sat, 31 Dec 2022€398.1b€786.6b€58.6b10.4x6.8x0.5x
Mon, 28 Nov 2022€420.5b€767.4b€58.1b11.8x7.2x0.5x
Wed, 26 Oct 2022€387.1b€732.2b€57.6b10.3x6.7x0.5x
Price to Earnings Ratio

6.7x


Total Market Cap: €387.1bTotal Earnings: €57.6bTotal Revenue: €732.2bTotal Market Cap vs Earnings and Revenue0%0%0%
German Consumer Discretionary Sector Price to Earnings3Y Average 16.1x202320242025
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 83.1x which is higher than its 3-year average PE of 16.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.45x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 60% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.4% 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-1.41%
Consumer Discretionary1.58%
Leisure7.05%
Auto Components2.21%
Auto2.07%
Luxury1.62%
Consumer Services1.05%
Consumer Durables0.43%
Retail Distributors0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.03%
Specialty Stores-0.25%
Hospitality-3.19%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 19.8x.
    • Analysts are expecting annual earnings growth of 18.8%, which is higher than its past year's earnings decline of 45.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 94% 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 19% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
BMW Bayerische Motoren Werke€80.222.2%
+€1.1b
6.8%PE8.6x
CON Continental€60.847.8%
+€880.0m
0.7%PE11.1x
ADS adidas€191.402.1%
+€696.3m
-16.0%PE28.8x
MBG Mercedes-Benz Group€53.370.3%
+€163.5m
-6.9%PE7.5x
TNIE tonies€8.138.1%
+€69.7m
8.4%PE33.6x

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