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German (DAX) Luxury Industry Analysis

UpdatedMar 26, 2024
DataAggregated Company Financials
Companies11
  • 7D1.2%
  • 3M2.5%
  • 1Y23.3%
  • YTD3.2%

The Luxury industry has been flat over the last week, but PUMA has lost 4.0%. The past year has been better, since the industry has gained 21% in that time. As for the next few years, earnings are expected to grow by 37% per annum.

Industry Valuation and Performance

Has the German Luxury Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 Mar 2024€46.5b€34.8b€475.5m17.4x97.8x1.3x
Thu, 22 Feb 2024€43.5b€35.7b€361.3m19.4x120.5x1.2x
Sat, 20 Jan 2024€40.1b€35.7b€361.3m18.5x111.1x1.1x
Mon, 18 Dec 2023€47.5b€35.7b€438.2m19.5x108.3x1.3x
Wed, 15 Nov 2023€44.7b€35.8b€427.3m17.1x104.5x1.2x
Fri, 13 Oct 2023€42.7b€36.2b€247.5m17.3x172.4x1.2x
Sun, 10 Sep 2023€45.7b€36.2b€249.6m19.8x183.1x1.3x
Tue, 08 Aug 2023€46.8b€36.2b€247.6m18x189.2x1.3x
Thu, 06 Jul 2023€41.5b€36.1b€520.8m18.8x79.8x1.1x
Sat, 03 Jun 2023€37.9b€36.2b€520.8m18.1x72.8x1x
Mon, 01 May 2023€41.7b€35.9b€864.5m19.5x48.2x1.2x
Wed, 29 Mar 2023€37.9b€35.7b€870.7m15.6x43.6x1.1x
Fri, 24 Feb 2023€40.8b€35.0b€1.5b16.3x27.7x1.2x
Sun, 22 Jan 2023€42.1b€35.0b€1.5b15.5x28.6x1.2x
Tue, 20 Dec 2022€35.1b€35.0b€1.5b14.3x23.9x1x
Thu, 17 Nov 2022€35.1b€35.0b€1.5b14.3x23.9x1x
Sat, 15 Oct 2022€31.3b€33.7b€1.9b13.8x16.9x0.9x
Mon, 12 Sep 2022€39.6b€33.6b€1.8b17.1x21.7x1.2x
Wed, 10 Aug 2022€44.8b€33.6b€1.8b16.2x24.5x1.3x
Fri, 08 Jul 2022€44.8b€32.4b€1.8b15.4x25.1x1.4x
Sun, 05 Jun 2022€48.9b€32.4b€1.8b16x27.4x1.5x
Tue, 03 May 2022€50.6b€32.1b€1.9b15x26.9x1.6x
Thu, 31 Mar 2022€56.3b€31.7b€1.8b20.5x30.9x1.8x
Sat, 26 Feb 2022€56.0b€32.5b€1.7b20.7x32.3x1.7x
Mon, 24 Jan 2022€66.0b€32.5b€1.7b23.7x38x2x
Wed, 22 Dec 2021€66.4b€32.5b€1.7b23.6x38.3x2x
Fri, 19 Nov 2021€75.9b€32.5b€1.7b37.6x43.7x2.3x
Sun, 17 Oct 2021€72.3b€31.8b€1.7b25.1x42.4x2.3x
Tue, 14 Sep 2021€76.4b€32.0b€1.7b13.7x43.8x2.4x
Thu, 12 Aug 2021€80.8b€32.5b€1.8b14.6x45.6x2.5x
Mon, 07 Jun 2021€75.9b€29.7b€804.8m16.1x94.3x2.6x
Price to Earnings Ratio

85x


Total Market Cap: €67.1bTotal Earnings: €790.4mTotal Revenue: €29.7bTotal Market Cap vs Earnings and Revenue0%0%0%
German Luxury Industry Price to Earnings3Y Average 63.8x202220232024
Current Industry PE
  • Investors are optimistic on the German Luxury industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 95.9x which is higher than its 3-year average PE of 63.8x.
  • The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 16% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.5% 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 industry?

DE Market1.58%
Consumer Discretionary1.33%
Luxury1.21%
Apparel, Accessories and Luxury Goods1.69%
Textiles0.91%
Footwear-1.89%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry which is trading above its 3-year average PE ratio of 62.9x.
    • Analysts are expecting annual earnings growth of 40.1%, which is higher than its past year's earnings decline of 2.4% per year.
  • Investors are most pessimistic about the Footwear industry, which is trading below its 3-year average of 34.8x.
Forecasted Growth
  • Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings decline of 2.4% per year.
  • In contrast, the Footwear industry is expected to see its earnings grow by 15% 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
ADS adidas€203.951.9%
+€687.4m
44.6%PS1.7x
BOSS Hugo Boss€53.700.1%
+€4.1m
-11.4%PE14.3x
DIE Dierig Holding€9.751.6%
+€615.5k
-19.4%PE15.2x
NBH Hoftex Group€7.250.7%
+€272.2k
-24.5%PE97.7x
AAH Ahlers€0.01433.3%
+€47.9k
-98.2%n/a
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Latest News

BIJ

€36.40

Bijou Brigitte modische Accessoires

7D

-6.7%

1Y

-19.6%

BOSS

€53.70

Hugo Boss

7D

0.1%

1Y

-11.4%

ADS

€203.95

adidas

7D

1.9%

1Y

44.6%

NBH

€7.25

Hoftex Group

7D

0.7%

1Y

-24.5%

DIE

€9.75

Dierig Holding

7D

1.6%

1Y

-19.4%

ML2

€1.05

Ming Le Sports

7D

-12.5%

1Y

-16.0%

ELB

€2.32

elumeo

7D

-5.7%

1Y

-15.6%

AAH

€0.014

Ahlers

7D

33.3%

1Y

-98.2%