Narrative Update • May 08

The Consumer Discretionary industry is up 3.6% in the last week, with Pandora up 8.2%. In the past year, the industry is down 36%. As for the next few years, earnings are expected to grow by 8.6% per annum.
Has the Danish Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 11 May 2026 | DKK 65.2b | DKK 68.4b | DKK 5.9b | 14.6x | 11x | 1x |
| Wed, 08 Apr 2026 | DKK 62.3b | DKK 68.8b | DKK 6.5b | 13.1x | 9.6x | 0.9x |
| Fri, 06 Mar 2026 | DKK 64.0b | DKK 68.5b | DKK 6.4b | 13.6x | 10x | 0.9x |
| Sun, 01 Feb 2026 | DKK 67.2b | DKK 68.8b | DKK 6.4b | 13x | 10.4x | 1x |
| Tue, 30 Dec 2025 | DKK 82.3b | DKK 68.9b | DKK 6.5b | 12.7x | 12.7x | 1.2x |
| Thu, 27 Nov 2025 | DKK 85.7b | DKK 68.7b | DKK 6.5b | 14.4x | 13.1x | 1.2x |
| Sat, 25 Oct 2025 | DKK 98.7b | DKK 68.6b | DKK 6.8b | 17x | 14.5x | 1.4x |
| Mon, 22 Sep 2025 | DKK 98.8b | DKK 68.6b | DKK 6.8b | 18.9x | 14.5x | 1.4x |
| Wed, 20 Aug 2025 | DKK 97.9b | DKK 68.6b | DKK 6.8b | 18.7x | 14.3x | 1.4x |
| Fri, 18 Jul 2025 | DKK 110.8b | DKK 68.1b | DKK 6.8b | 18.4x | 16.3x | 1.6x |
| Sun, 15 Jun 2025 | DKK 118.6b | DKK 68.2b | DKK 6.8b | 17.9x | 17.5x | 1.7x |
| Tue, 13 May 2025 | DKK 116.3b | DKK 68.0b | DKK 6.7b | 20x | 17.3x | 1.7x |
| Thu, 10 Apr 2025 | DKK 95.1b | DKK 67.8b | DKK 6.8b | 18.1x | 14.1x | 1.4x |
| Sat, 08 Mar 2025 | DKK 124.7b | DKK 67.9b | DKK 7.0b | 19.8x | 17.8x | 1.8x |
| Mon, 03 Feb 2025 | DKK 145.6b | DKK 66.6b | DKK 6.3b | 22.2x | 23x | 2.2x |
| Wed, 01 Jan 2025 | DKK 138.5b | DKK 67.0b | DKK 6.3b | 21.3x | 21.8x | 2.1x |
| Fri, 29 Nov 2024 | DKK 122.5b | DKK 67.0b | DKK 6.3b | 18.1x | 19.4x | 1.8x |
| Sun, 27 Oct 2024 | DKK 116.3b | DKK 66.2b | DKK 6.0b | 26.5x | 19.2x | 1.8x |
| Tue, 24 Sep 2024 | DKK 129.1b | DKK 66.2b | DKK 6.1b | 23.8x | 21.2x | 1.9x |
| Thu, 22 Aug 2024 | DKK 130.7b | DKK 66.2b | DKK 6.0b | 26.9x | 21.9x | 2x |
| Sat, 20 Jul 2024 | DKK 124.0b | DKK 64.5b | DKK 5.9b | 25.4x | 20.9x | 1.9x |
| Mon, 17 Jun 2024 | DKK 130.3b | DKK 64.5b | DKK 6.0b | 27.4x | 21.8x | 2x |
| Wed, 15 May 2024 | DKK 135.8b | DKK 63.7b | DKK 6.1b | 24.6x | 22.3x | 2.1x |
| Fri, 12 Apr 2024 | DKK 129.1b | DKK 62.6b | DKK 5.7b | 24.6x | 22.6x | 2.1x |
| Sun, 10 Mar 2024 | DKK 131.2b | DKK 62.4b | DKK 5.5b | 22.9x | 23.9x | 2.1x |
| Tue, 06 Feb 2024 | DKK 121.6b | DKK 63.5b | DKK 5.7b | 18.2x | 21.4x | 1.9x |
| Thu, 04 Jan 2024 | DKK 114.9b | DKK 62.6b | DKK 5.7b | 16.6x | 20.3x | 1.8x |
| Sat, 02 Dec 2023 | DKK 114.0b | DKK 62.6b | DKK 5.7b | 15.1x | 20.2x | 1.8x |
| Mon, 30 Oct 2023 | DKK 95.4b | DKK 62.2b | DKK 5.9b | 12.8x | 16.2x | 1.5x |
| Wed, 27 Sep 2023 | DKK 90.6b | DKK 62.2b | DKK 5.8b | 12.9x | 15.7x | 1.5x |
| Fri, 25 Aug 2023 | DKK 93.3b | DKK 62.1b | DKK 5.8b | 18.5x | 16.2x | 1.5x |
| Sun, 23 Jul 2023 | DKK 95.5b | DKK 62.3b | DKK 6.2b | 22.8x | 15.4x | 1.5x |
| Tue, 20 Jun 2023 | DKK 88.0b | DKK 62.4b | DKK 6.2b | 25.2x | 14.3x | 1.4x |
| Thu, 18 May 2023 | DKK 88.8b | DKK 62.2b | DKK 6.2b | 18x | 14.4x | 1.4x |
14.4x
Which industries have driven the changes within the Danish Consumer Discretionary sector?
| DK Market | 0.41% | |
| Consumer Discretionary | 3.64% | |
| Luxury | 8.28% | |
| Specialty Stores | 0.20% | |
| Auto Components | 0% | 0 |
| Consumer Services | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.39% | |
| Consumer Durables | -3.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PNDORA Pandora | DKK 538.40 | 7.6% +DKK 2.7b | -51.6% | PE7.5x | |
| AGF B AGF | DKK 1.31 | 6.5% +DKK 43.2m | 62.5% | PS3.7x | |
| BO Bang & Olufsen | DKK 9.00 | 1.6% +DKK 19.9m | -31.3% | PS0.5x |