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Spanish (IBEX) Consumer Discretionary Sector Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies19
  • 7D0.6%
  • 3M3.5%
  • 1Y6.6%
  • YTD-5.1%

In the last week, the Consumer Discretionary industry is flat overall, with Neinor Homes standing out by going down 8.2%. The past year has been better, since the industry has gained 6.6% in that time. Earnings are forecast to grow by 9.0% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Jun 2026€206.0b€69.1b€8.7b14.7x23.6x3x
Sun, 03 May 2026€193.5b€68.7b€8.4b14.7x23x2.8x
Tue, 31 Mar 2026€189.1b€68.7b€8.4b13.9x22.5x2.8x
Thu, 26 Feb 2026€213.7b€68.0b€8.2b15.8x26.2x3.1x
Sat, 24 Jan 2026€212.0b€68.0b€8.2b18.9x26x3.1x
Mon, 22 Dec 2025€215.2b€68.0b€8.2b24.2x26.4x3.2x
Wed, 19 Nov 2025€186.1b€67.5b€7.9b22.3x23.5x2.8x
Fri, 17 Oct 2025€194.6b€67.5b€7.9b24x24.7x2.9x
Sun, 14 Sep 2025€192.2b€69.9b€8.2b22.6x23.6x2.7x
Tue, 12 Aug 2025€177.9b€67.5b€8.1b22.1x21.9x2.6x
Thu, 10 Jul 2025€182.3b€67.7b€8.9b22.2x20.4x2.7x
Sat, 07 Jun 2025€198.9b€67.9b€8.9b20.4x22.2x2.9x
Mon, 05 May 2025€193.0b€67.1b€8.2b18.7x23.7x2.9x
Wed, 02 Apr 2025€187.6b€67.1b€8.2b16.5x23x2.8x
Fri, 28 Feb 2025€204.4b€66.2b€8.0b16x25.5x3.1x
Sun, 26 Jan 2025€195.4b€66.2b€8.0b14.5x24.4x2.9x
Tue, 24 Dec 2024€196.5b€66.2b€8.0b14.1x24.6x3x
Thu, 21 Nov 2024€200.6b€65.6b€7.9b15.5x25.4x3.1x
Sat, 19 Oct 2024€208.9b€65.4b€7.8b12.7x26.7x3.2x
Mon, 16 Sep 2024€195.7b€65.4b€7.8b12.1x25x3x
Wed, 14 Aug 2024€174.0b€64.7b€7.7b11.6x22.6x2.7x
Fri, 12 Jul 2024€183.1b€64.5b€7.7b13x23.9x2.8x
Sun, 09 Jun 2024€183.3b€63.9b€7.5b13.5x24.4x2.9x
Tue, 07 May 2024€170.0b€63.7b€7.5b14x22.8x2.7x
Thu, 04 Apr 2024€181.1b€63.7b€7.5b13.8x24.3x2.8x
Sat, 02 Mar 2024€163.7b€63.0b€7.3b10.1x22.6x2.6x
Mon, 29 Jan 2024€161.0b€62.2b€7.2b10.8x22.5x2.6x
Wed, 27 Dec 2023€161.3b€62.2b€7.2b11.7x22.5x2.6x
Fri, 24 Nov 2023€153.3b€61.6b€6.9b11.7x22.3x2.5x
Sun, 22 Oct 2023€138.7b€61.4b€6.8b11.7x20.5x2.3x
Tue, 19 Sep 2023€149.7b€60.4b€6.4b11.5x23.2x2.5x
Thu, 17 Aug 2023€145.5b€60.4b€6.4b11.7x22.6x2.4x
Sat, 15 Jul 2023€150.4b€59.6b€6.4b13.6x23.5x2.5x
Mon, 12 Jun 2023€145.3b€59.6b€6.4b13.5x22.7x2.4x
Price to Earnings Ratio

22.7x


Total Market Cap: €145.3bTotal Earnings: €6.4bTotal Revenue: €59.6bTotal 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 5.0% 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-0.075%
Consumer Discretionary0.55%
Luxury4.41%
Hospitality1.40%
Specialty Stores0.56%
Auto0%0
Leisure0%0
Consumer Services0%0
Auto Components-1.92%
Consumer Durables-8.25%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 28.9x.
    • Analysts expect its future annual earnings growth (46.7%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Auto Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 8.9x.
Forecasted Growth
  • Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 47% 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
ITX Industria de Diseño Textil€54.060.6%
+€934.4m		13.7%PE26.8x
AMS Amadeus IT Group€54.001.7%
+€371.7m		-27.5%PE17.1x
EDR eDreams ODIGEO€4.6021.4%
+€85.7m		-38.9%PE9.3x
HBX HBX Group International€7.113.3%
+€56.1m		-29.0%PE9.3x
NXT Nueva Expresión Textil€0.995.4%
+€21.9m		124.8%PE114.9x

Latest News

ITX
€54.06
Industria de Diseño Textil
7D
0.6%
1Y
13.7%
MEL
€11.04
Meliá Hotels International
7D
-2.6%
1Y
61.8%
Narrative Update • Jun 04

MEL: Higher Reference Values Will Test Execution As Fair Value Holds Steady

Narrative Update: Meliá Hotels International The updated analyst price target for Meliá Hotels International has moved from €10.38 to €11.08, as analysts cite recent target increases and upgrades on the stock to support a higher assumed future P/E of 18.1x, along with modest adjustments to growth, margin, and discount rate inputs. Analyst Commentary Recent research points to a more constructive stance on Meliá Hotels International, with higher reference values on the stock underpinning the updated assumed P/E of 18.1x.
EDR
€4.60
eDreams ODIGEO
7D
21.4%
1Y
-38.9%
Analysis Article • Jun 04

eDreams ODIGEO (BME:EDR) Is Posting Promising Earnings But The Good News Doesn’t Stop There

eDreams ODIGEO S.A. ( BME:EDR ) announced a healthy earnings result recently, and the market rewarded it with a strong...
CIE
€28.90
CIE Automotive
7D
-1.7%
1Y
19.4%
Narrative Update • Jun 03

CIE: Strong Operations And Dividends Will Support Future Upside

Analysts have kept their price target for CIE Automotive steady at €35.23, citing only minor updates to assumptions on discount rate, revenue growth, profit margin and future P/E that do not materially change their valuation view. What's in the News CIE Automotive India Ltd is rated "Buy" by MarketsMojo, citing strong operational quality, attractive valuation, positive financial trends, mild technical bullishness, low leverage, healthy long term profit growth, strong revenue generation, record sales and the highest dividend per share, along with high institutional holdings that are described as supportive for future stability (source: MarketsMojo).
HBX
€7.11
HBX Group International
7D
3.3%
1Y
-29.0%
New Narrative • May 31

AI Driven Operating Leverage And Corridor Risks Will Challenge Yet Ultimately Support Earnings

Catalysts About HBX Group International HBX Group International operates an asset light, AI enabled B2B accommodation and travel services platform that connects hotel supply, distribution partners and fintech solutions across global travel corridors. What are the underlying business or industry changes driving this perspective?
AMS
€54.00
Amadeus IT Group
7D
1.7%
1Y
-27.5%
Narrative Update • May 29

AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential

Analysts have nudged the fair value estimate for Amadeus IT Group higher by about €0.51, citing updated assumptions around slightly faster revenue growth, a marginally stronger profit margin outlook, and a lower future P/E multiple reflected in recent price target revisions from major banks. Analyst Commentary Recent Street research on Amadeus IT Group shows a mix of optimism around the company’s execution and caution on how much upside is already reflected in current valuation multiples.
HOME
€14.80
Neinor Homes
7D
-8.2%
1Y
4.7%
CIRSA
€12.48
Cirsa Enterprises
7D
-1.7%
1Y
n/a
Analysis Article • May 25

Analysts Have Made A Financial Statement On Cirsa Enterprises, S.A.'s (BME:CIRSA) First-Quarter Report

As you might know, Cirsa Enterprises, S.A. ( BME:CIRSA ) recently reported its first-quarter numbers. Revenues were...
NXT
€0.99
Nueva Expresión Textil
7D
5.4%
1Y
124.8%
GEST
€3.17
Gestamp Automoción
7D
-2.5%
1Y
5.1%
Narrative Update • May 19

GEST: Lower Discount Rate Will Support A Higher Future P/E

Analysts have raised their price target on Gestamp Automoción from €4.17 to €4.47, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E, which they view as better reflecting the stock's current risk and return profile. Valuation Changes Fair Value: updated from €4.17 to €4.47, a rise of about 7.2% in the analysts' estimate of the stock's worth.
LGT
€5.58
Lingotes Especiales
7D
2.6%
1Y
-6.2%
VANA
€0.029
Vanadi Coffee
7D
-10.4%
1Y
-91.8%
SCGV
€2.98
Grandvoyage Travel
7D
2.8%
1Y
n/a
ADZ
€5.55
Adolfo Domínguez
7D
-3.5%
1Y
15.6%
NTH
€2.47
Naturhouse Health
7D
-2.0%
1Y
39.9%