Returns At Mercedes-Benz Group (ETR:MBG) Are On The Way Up
Jul 20
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German (DAX) Consumer Discretionary Sector Analysis
UpdatedJul 20, 2025
DataAggregated Company Financials
Companies89
- 7D-2.8%
- 3M4.9%
- 1Y-13.0%
- YTD-5.4%
Over the last 7 days, the Consumer Discretionary industry has dropped 2.8%, driven by Mercedes-Benz Group declining 3.4%. The industry has fallen 13% in the last year. Earnings are forecast to grow by 19% annually.
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, 20 Jul 2025 | €313.8b | €868.0b | €8.1b | 13.6x | 38.9x | 0.4x |
| Tue, 17 Jun 2025 | €304.5b | €868.1b | €8.1b | 13.2x | 37.6x | 0.4x |
| Thu, 15 May 2025 | €334.0b | €868.2b | €10.4b | 14x | 32.1x | 0.4x |
| Sat, 12 Apr 2025 | €288.6b | €867.0b | €12.8b | 11.8x | 22.5x | 0.3x |
| Mon, 10 Mar 2025 | €353.0b | €874.4b | €40.2b | 13.4x | 8.8x | 0.4x |
| Wed, 05 Feb 2025 | €343.8b | €870.2b | €40.2b | 14.1x | 8.5x | 0.4x |
| Fri, 03 Jan 2025 | €333.1b | €870.9b | €40.2b | 13.7x | 8.3x | 0.4x |
| Sun, 01 Dec 2024 | €322.5b | €870.9b | €40.2b | 12.3x | 8x | 0.4x |
| Tue, 29 Oct 2024 | €343.6b | €876.7b | €46.2b | 12.9x | 7.4x | 0.4x |
| Thu, 26 Sep 2024 | €341.8b | €888.0b | €48.7b | 11.7x | 7x | 0.4x |
| Sat, 24 Aug 2024 | €354.6b | €886.5b | €48.5b | 12.5x | 7.3x | 0.4x |
| Mon, 22 Jul 2024 | €366.4b | €884.0b | €49.3b | 13x | 7.4x | 0.4x |
| Wed, 19 Jun 2024 | €366.0b | €884.2b | €49.2b | 13.1x | 7.4x | 0.4x |
| Fri, 17 May 2024 | €410.6b | €879.2b | €49.0b | 13.7x | 8.4x | 0.5x |
| Sun, 14 Apr 2024 | €430.0b | €883.1b | €52.0b | 12x | 8.3x | 0.5x |
| Tue, 12 Mar 2024 | €399.6b | €869.9b | €49.9b | 13.4x | 8x | 0.5x |
| Thu, 08 Feb 2024 | €385.5b | €870.1b | €49.7b | 12.5x | 7.8x | 0.4x |
| Sat, 06 Jan 2024 | €381.2b | €870.8b | €49.6b | 12.8x | 7.7x | 0.4x |
| Mon, 04 Dec 2023 | €387.3b | €869.9b | €49.7b | 13.8x | 7.8x | 0.4x |
| Wed, 01 Nov 2023 | €358.2b | €870.4b | €48.6b | 13.6x | 7.4x | 0.4x |
| Fri, 29 Sep 2023 | €391.0b | €861.3b | €46.7b | 14.2x | 8.4x | 0.5x |
| Sun, 27 Aug 2023 | €417.1b | €860.5b | €46.0b | 14.9x | 9.1x | 0.5x |
| Tue, 25 Jul 2023 | €448.7b | €823.7b | €46.6b | 13.6x | 9.6x | 0.5x |
| Thu, 22 Jun 2023 | €447.2b | €826.2b | €47.7b | 14.6x | 9.4x | 0.5x |
| Sat, 20 May 2023 | €443.5b | €829.7b | €47.5b | 15x | 9.3x | 0.5x |
| Mon, 17 Apr 2023 | €453.6b | €802.8b | €58.4b | 11.5x | 7.8x | 0.6x |
| Wed, 15 Mar 2023 | €446.5b | €772.2b | €58.4b | 10.9x | 7.6x | 0.6x |
| Fri, 10 Feb 2023 | €463.8b | €785.8b | €58.6b | 10.6x | 7.9x | 0.6x |
| Sun, 08 Jan 2023 | €424.5b | €786.6b | €58.6b | 10.3x | 7.2x | 0.5x |
| Tue, 06 Dec 2022 | €424.9b | €767.4b | €58.2b | 11.8x | 7.3x | 0.6x |
| Thu, 03 Nov 2022 | €392.1b | €738.4b | €59.6b | 11.1x | 6.6x | 0.5x |
| Sat, 01 Oct 2022 | €361.0b | €731.8b | €57.6b | 9.4x | 6.3x | 0.5x |
| Mon, 29 Aug 2022 | €316.8b | €696.3b | €52.1b | 12.2x | 6.1x | 0.5x |
| Wed, 27 Jul 2022 | €324.2b | €680.9b | €57.0b | 13.1x | 5.7x | 0.5x |
Price to Earnings Ratio
5.7x
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 38.9x which is higher than its 3-year average PE of 10.0x.
- The industry is trading close to its 3-year average PS ratio of 0.46x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 48% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.4% 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 | -0.30% | |
| Consumer Discretionary | -2.78% | |
| General Merchandise and Department Stores | 1.60% | |
| Consumer Durables | 0.17% | |
| Retail Distributors | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Leisure | -0.011% | |
| Consumer Services | -1.07% | |
| Luxury | -1.33% | |
| Auto Components | -1.42% | |
| Specialty Stores | -1.79% | |
| Auto | -3.47% | |
| Hospitality | -3.85% | |
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 46.9%, which is higher than its past year's earnings decline of 85.6% 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 12% 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 | |
|---|---|---|---|---|---|
| CEC Ceconomy | €3.94 | 2.7% +€50.9m | 46.0% | PS0.08x | |
| RKET Rocket Internet | €17.20 | 1.8% +€45.2m | 18.6% | n/a | |
| DOU Douglas | €10.82 | 3.6% +€40.9m | -42.7% | PE8.1x | |
| HLE HELLA GmbH KGaA | €87.00 | 0.3% +€33.3m | 1.2% | PE31.1x | |
| TUI1 TUI | €7.75 | 0.7% +€26.4m | 18.4% | PE7.4x |
