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German (DAX) Consumer Discretionary Sector Analysis
UpdatedNov 14, 2025
DataAggregated Company Financials
Companies92
- 7D2.0%
- 3M-0.8%
- 1Y-1.3%
- YTD-3.5%
In the last week, the Consumer Discretionary industry is up 2.0%, with Bayerische Motoren Werke up 3.0%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 29% 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 |
|---|---|---|---|---|---|---|
| Sat, 15 Nov 2025 | €326.6b | €880.1b | €427.7m | 17.8x | 763.6x | 0.4x |
| Mon, 13 Oct 2025 | €309.6b | €880.7b | €3.8b | 15.7x | 81.9x | 0.4x |
| Wed, 10 Sep 2025 | €320.4b | €861.3b | €3.8b | 17.9x | 85.2x | 0.4x |
| Fri, 08 Aug 2025 | €314.2b | €857.7b | €2.9b | 13.3x | 110x | 0.4x |
| Sun, 06 Jul 2025 | €310.3b | €868.0b | €8.1b | 13.7x | 38.5x | 0.4x |
| Tue, 03 Jun 2025 | €314.5b | €868.1b | €8.1b | 13.1x | 38.9x | 0.4x |
| Thu, 01 May 2025 | €311.9b | €868.3b | €13.8b | 13.7x | 22.6x | 0.4x |
| Sat, 29 Mar 2025 | €321.9b | €878.2b | €12.2b | 12.5x | 26.3x | 0.4x |
| Mon, 24 Feb 2025 | €349.0b | €871.4b | €40.3b | 14.2x | 8.7x | 0.4x |
| Wed, 22 Jan 2025 | €342.8b | €870.2b | €40.2b | 13.7x | 8.5x | 0.4x |
| Fri, 20 Dec 2024 | €333.5b | €871.7b | €40.1b | 13.1x | 8.3x | 0.4x |
| Sun, 17 Nov 2024 | €324.2b | €871.1b | €40.2b | 12.6x | 8.1x | 0.4x |
| Tue, 15 Oct 2024 | €349.8b | €879.5b | €48.7b | 12.2x | 7.2x | 0.4x |
| Thu, 12 Sep 2024 | €327.5b | €887.7b | €48.6b | 12.4x | 6.7x | 0.4x |
| Sat, 10 Aug 2024 | €337.6b | €885.6b | €48.5b | 12.7x | 7x | 0.4x |
| Mon, 08 Jul 2024 | €368.3b | €884.0b | €49.2b | 13.5x | 7.5x | 0.4x |
| Wed, 05 Jun 2024 | €391.2b | €879.8b | €49.1b | 12.6x | 8x | 0.4x |
| Fri, 03 May 2024 | €407.3b | €880.4b | €49.8b | 11.9x | 8.2x | 0.5x |
| Sun, 31 Mar 2024 | €424.6b | €883.2b | €52.0b | 11.8x | 8.2x | 0.5x |
| Tue, 27 Feb 2024 | €405.5b | €870.6b | €49.8b | 12.5x | 8.1x | 0.5x |
| Thu, 25 Jan 2024 | €372.5b | €870.8b | €49.6b | 12.4x | 7.5x | 0.4x |
| Sat, 23 Dec 2023 | €388.5b | €870.7b | €49.7b | 12.9x | 7.8x | 0.4x |
| Mon, 20 Nov 2023 | €389.7b | €870.1b | €49.6b | 14.3x | 7.9x | 0.4x |
| Wed, 18 Oct 2023 | €394.7b | €861.3b | €46.7b | 13.6x | 8.5x | 0.5x |
| Fri, 15 Sep 2023 | €408.1b | €861.3b | €46.7b | 14.3x | 8.7x | 0.5x |
| Sun, 13 Aug 2023 | €433.5b | €860.4b | €45.9b | 16.7x | 9.4x | 0.5x |
| Tue, 11 Jul 2023 | €441.0b | €823.7b | €46.5b | 13.5x | 9.5x | 0.5x |
| Thu, 08 Jun 2023 | €444.3b | €831.2b | €47.6b | 14.7x | 9.3x | 0.5x |
| Sat, 06 May 2023 | €446.4b | €815.0b | €51.3b | 16.5x | 8.7x | 0.5x |
| Mon, 03 Apr 2023 | €450.1b | €801.8b | €58.3b | 12.5x | 7.7x | 0.6x |
| Wed, 01 Mar 2023 | €450.4b | €769.4b | €58.9b | 11.1x | 7.7x | 0.6x |
| Fri, 27 Jan 2023 | €439.5b | €787.1b | €58.6b | 10.6x | 7.5x | 0.6x |
| Sun, 25 Dec 2022 | €394.8b | €786.6b | €58.6b | 11.1x | 6.7x | 0.5x |
| Tue, 22 Nov 2022 | €422.0b | €767.3b | €58.0b | 11.9x | 7.3x | 0.6x |
Price to Earnings Ratio
7.3x
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 764x which is higher than its 3-year average PE of -37.9x.
- The industry is trading close to its 3-year average PS ratio of 0.44x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 81% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.7% 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 | 1.55% | |
| Consumer Discretionary | 2.01% | |
| Leisure | 7.21% | |
| Auto | 2.76% | |
| Luxury | 2.44% | |
| Specialty Stores | 1.58% | |
| General Merchandise and Department Stores | 1.15% | |
| Hospitality | 1.01% | |
| Retail Distributors | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -1.70% | |
| Auto Components | -2.33% | |
| Consumer Services | -5.35% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 53.4%, which is higher than its past year's earnings growth of 3.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 90% over the next 5 years.
- This is better than its past earnings growth rate of 8.0% per year.
- In contrast, the Consumer Durables 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BMW Bayerische Motoren Werke | €88.74 | 3.0% +€1.6b | 30.7% | PE7.8x | |
| MBG Mercedes-Benz Group | €59.56 | 2.1% +€1.1b | 12.5% | PE9.2x | |
| ADS adidas | €161.65 | 2.6% +€732.1m | -24.8% | PE23.8x | |
| TUI1 TUI | €7.75 | 9.8% +€350.1m | 0.2% | PE5.9x | |
| AG1 AUTO1 Group | €25.72 | 3.8% +€207.1m | 157.2% | PE71.3x |
