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Spanish (IBEX) Consumer Discretionary Sector Analysis

UpdatedJul 20, 2026
DataAggregated Company Financials
Companies20
  • 7D-1.7%
  • 3M-1.0%
  • 1Y15.6%
  • YTD-6.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.7%, driven by Industria de Diseño Textil declining 1.9%. Over the past 12 months, the industry was up 16%. As for the next few years, earnings are expected to grow by 9.0% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 Jul 2026€203.1b€69.5b€8.8b14.9x23.2x2.9x
Wed, 17 Jun 2026€211.4b€69.1b€8.7b15.3x24.2x3.1x
Fri, 15 May 2026€189.9b€68.6b€8.4b15.6x22.5x2.8x
Sun, 12 Apr 2026€204.3b€68.7b€8.4b14.8x24.3x3x
Tue, 10 Mar 2026€195.5b€68.2b€8.2b14.4x23.7x2.9x
Thu, 05 Feb 2026€214.7b€68.0b€8.2b17.2x26.3x3.2x
Sat, 03 Jan 2026€217.8b€68.0b€8.2b20.2x26.7x3.2x
Mon, 01 Dec 2025€192.0b€67.6b€8.0b22.9x24x2.8x
Wed, 29 Oct 2025€199.5b€67.5b€7.9b24.3x25.3x3x
Fri, 26 Sep 2025€184.9b€70.0b€8.1b21.6x22.8x2.6x
Sun, 24 Aug 2025€184.6b€67.5b€8.1b22.9x22.8x2.7x
Tue, 22 Jul 2025€177.6b€67.7b€8.9b21.7x19.9x2.6x
Thu, 19 Jun 2025€185.5b€68.1b€9.0b19.9x20.7x2.7x
Sat, 17 May 2025€197.8b€67.2b€9.1b23.8x21.8x2.9x
Mon, 14 Apr 2025€182.1b€67.1b€8.2b16.6x22.3x2.7x
Wed, 12 Mar 2025€194.7b€66.3b€8.0b15.7x24.3x2.9x
Fri, 07 Feb 2025€208.7b€66.2b€8.0b14.5x26.1x3.2x
Sun, 05 Jan 2025€198.5b€66.2b€8.0b14.3x24.8x3x
Tue, 03 Dec 2024€208.7b€65.6b€7.9b15.7x26.4x3.2x
Thu, 31 Oct 2024€208.4b€65.4b€7.8b15.8x26.6x3.2x
Sat, 28 Sep 2024€207.0b€65.4b€7.8b12.4x26.4x3.2x
Mon, 26 Aug 2024€190.8b€64.7b€7.7b12x24.7x2.9x
Wed, 24 Jul 2024€180.5b€64.5b€7.7b13.1x23.5x2.8x
Fri, 21 Jun 2024€187.1b€64.5b€7.7b13.5x24.4x2.9x
Sun, 19 May 2024€174.4b€64.1b€7.5b12.7x23.1x2.7x
Tue, 16 Apr 2024€173.4b€63.7b€7.5b13.5x23.3x2.7x
Thu, 14 Mar 2024€174.3b€62.9b€7.2b13x24.2x2.8x
Sat, 10 Feb 2024€160.3b€62.2b€7.2b10.9x22.4x2.6x
Mon, 08 Jan 2024€156.2b€62.2b€7.2b11.5x21.8x2.5x
Wed, 06 Dec 2023€159.2b€61.6b€6.9b11.7x23.1x2.6x
Fri, 03 Nov 2023€140.3b€61.4b€6.8b11.5x20.8x2.3x
Sun, 01 Oct 2023€146.5b€60.4b€6.4b11x22.7x2.4x
Tue, 29 Aug 2023€148.0b€60.4b€6.4b11.4x23x2.4x
Thu, 27 Jul 2023€148.4b€60.3b€6.4b13.5x23.2x2.5x
Price to Earnings Ratio

23.2x


Total Market Cap: €148.4bTotal Earnings: €6.4bTotal Revenue: €60.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Spanish Consumer Discretionary Sector Price to Earnings3Y Average 23.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the Spanish Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 23.7x.
  • The industry is trading close to its 3-year average PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 4.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Spanish Consumer Discretionary sector?

ES Market-0.54%
Consumer Discretionary-1.68%
Auto0%0
Leisure0%0
Consumer Services0%0
Hospitality-0.24%
Luxury-0.41%
Auto Components-1.38%
Specialty Stores-1.93%
Consumer Durables-2.39%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 27.7x.
    • Analysts are expecting annual earnings growth of 41.1%, which is lower than the prior year's growth of 51.2% per year.
  • Investors are most pessimistic about the Auto Components industry, which is trading close to its 3-year average of 8.9x.
Forecasted Growth
  • Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 41% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 8.5% 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
EBROM EBRO EV Motors€10.004.2%
+€19.4m		22.0%PS1.2x
EDR eDreams ODIGEO€5.042.5%
+€13.2m		-38.9%PE10.2x
HAN Hannun€0.198.7%
+€748.0k		14.0%n/a
NTH Naturhouse Health€2.580.4%
+€599.5k		39.5%PE15.3x
ADZ Adolfo Domínguez€6.300.8%
+€461.4k		32.4%PE35.4x

Latest News

MEL
€10.58
Meliá Hotels International
7D
-4.4%
1Y
38.3%
Narrative Update • Jul 17

MEL: Higher Future P/E Assumptions Will Likely Pressure Upside Potential

Analysts have lifted their valuation for Meliá Hotels International, with the updated analyst price target now reflected in a fair value estimate of €9.30. This figure is supported by recent research that raised external price targets to €12.50 and then €13, based on adjustments to discount rates, revenue expectations and assumed future P/E levels.
GEST
€2.80
Gestamp Automoción
7D
-2.3%
1Y
-11.3%
NTH
€2.58
Naturhouse Health
7D
0.4%
1Y
39.5%
HAN
€0.19
Hannun
7D
8.7%
1Y
14.0%
AMS
€49.88
Amadeus IT Group
7D
-0.1%
1Y
-29.0%
Narrative Update • Jul 11

AMS: Mixed Broker Views And Fair Value Signal Balanced Future Prospects

The analyst fair value estimate for Amadeus IT Group has been revised from €53.00 to €50.00 as analysts factor in updated sector views, including a downgrade to Reduce with a €50 price target and mixed price target adjustments from other firms. Analyst Commentary Recent Street research on Amadeus IT Group shows a split in opinion, with some bearish analysts turning more cautious while others, such as JPMorgan, maintain a more constructive stance alongside adjusted price targets.
ADZ
€6.30
Adolfo Domínguez
7D
0.8%
1Y
32.4%
HOME
€15.72
Neinor Homes
7D
-2.5%
1Y
-11.1%
EDR
€5.04
eDreams ODIGEO
7D
2.5%
1Y
-38.9%
CIRSA
€13.38
Cirsa Enterprises
7D
-0.7%
1Y
-5.5%
CIE
€25.50
CIE Automotive
7D
-3.0%
1Y
3.7%
HBX
€7.49
HBX Group International
7D
-0.4%
1Y
-33.1%
Narrative Update • Jun 26

HBX: Higher Assumed Margins And Cash Flows Will Support Future Upside

Analysts have adjusted their price target for HBX Group International to €11.44 from €12.23, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples. What's in the News for HBX Group International No recent news items, periodical coverage or key developments are currently available for HBX Group International based on the provided sources.
EBROM
€10.00
EBRO EV Motors
7D
4.2%
1Y
22.0%
ITX
€53.44
Industria de Diseño Textil
7D
-2.5%
1Y
27.1%
Narrative Update • Jun 17

ITX: Store Optimization And Cash Generation Will Support Consistent Execution At Fair Valuation

Analysts have nudged their average price target on Industria de Diseño Textil up by about €1, to approximately €59. This reflects modestly higher assumptions for revenue growth and profit margins, alongside Street research that highlights Inditex as a relative bright spot in European consumer discretionary with what analysts describe as a compounding growth profile.