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French (CAC) Consumer Discretionary Sector Analysis

UpdatedJan 30, 2026
DataAggregated Company Financials
Companies97
  • 7D-6.5%
  • 3M-8.1%
  • 1Y-22.2%
  • YTD-10.3%

Over the last 7 days, the Consumer Discretionary industry has dropped 6.5%, driven by LVMH Moët Hennessy - Louis Vuitton Société Européenne declining 8.9%. Meanwhile, Fnac Darty actually outperformed within the industry, gaining 22% in the last week. However, the industry is down 22% over the past year. Earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 30 Jan 2026€686.1b€427.6b€12.8b14.8x53.8x1.6x
Sun, 28 Dec 2025€755.0b€431.6b€12.8b15.4x58.8x1.7x
Tue, 25 Nov 2025€747.4b€431.5b€12.9b17x57.9x1.7x
Thu, 23 Oct 2025€761.1b€431.3b€12.8b15.9x59.4x1.8x
Sat, 20 Sep 2025€679.5b€431.6b€12.9b15.9x52.8x1.6x
Mon, 18 Aug 2025€644.5b€431.6b€12.9b16.1x50.1x1.5x
Wed, 16 Jul 2025€681.3b€435.2b€28.9b14.5x23.6x1.6x
Fri, 13 Jun 2025€666.5b€435.3b€28.9b15.1x23x1.5x
Sun, 11 May 2025€695.8b€434.8b€29.0b13.6x24x1.6x
Tue, 08 Apr 2025€657.6b€435.2b€29.0b12.7x22.7x1.5x
Thu, 06 Mar 2025€846.2b€434.9b€29.3b13.6x28.9x1.9x
Sat, 01 Feb 2025€878.3b€431.4b€31.4b12.2x28x2x
Mon, 30 Dec 2024€787.1b€433.3b€33.4b11.4x23.6x1.8x
Wed, 27 Nov 2024€727.3b€433.0b€33.4b10.2x21.8x1.7x
Fri, 25 Oct 2024€756.0b€433.4b€33.4b10.8x22.6x1.7x
Sun, 22 Sep 2024€716.2b€433.4b€33.4b10.9x21.4x1.7x
Tue, 20 Aug 2024€797.4b€433.5b€33.5b10.8x23.8x1.8x
Thu, 18 Jul 2024€808.7b€434.8b€36.7b11.1x22x1.9x
Sat, 15 Jun 2024€828.1b€434.9b€36.7b12.9x22.6x1.9x
Mon, 13 May 2024€908.2b€433.6b€36.6b13.9x24.8x2.1x
Wed, 10 Apr 2024€914.6b€433.5b€36.5b12.8x25.1x2.1x
Fri, 08 Mar 2024€948.0b€433.3b€36.3b12.1x26.1x2.2x
Sun, 04 Feb 2024€871.2b€435.2b€37.5b10.7x23.2x2x
Tue, 02 Jan 2024€839.4b€432.3b€38.7b10.9x21.7x1.9x
Thu, 30 Nov 2023€803.8b€432.2b€39.6b9.6x20.3x1.9x
Sat, 28 Oct 2023€760.4b€431.3b€39.4b9.2x19.3x1.8x
Mon, 25 Sep 2023€828.6b€430.2b€39.7b11.1x20.9x1.9x
Wed, 23 Aug 2023€881.4b€430.2b€39.7b11.7x22.2x2x
Fri, 21 Jul 2023€931.1b€403.6b€34.6b12.5x27x2.3x
Sun, 18 Jun 2023€951.0b€403.6b€34.6b11.6x27.5x2.4x
Tue, 16 May 2023€961.1b€401.4b€34.3b11.8x28x2.4x
Thu, 13 Apr 2023€924.9b€399.8b€34.2b12.8x27x2.3x
Sat, 11 Mar 2023€890.8b€399.9b€34.2b13.1x26x2.2x
Mon, 06 Feb 2023€918.2b€377.1b€32.2b13.2x28.5x2.4x
Price to Earnings Ratio

28.5x


Total Market Cap: €918.2bTotal Earnings: €32.2bTotal Revenue: €377.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 29.3x202420252026
Current Industry PE
  • Investors are optimistic on the French Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 53.8x which is higher than its 3-year average PE of 29.3x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 27% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.3% 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 French Consumer Discretionary sector?

FR Market-1.69%
Consumer Discretionary-6.52%
Specialty Stores4.80%
Retail Distributors2.70%
Consumer Services0.24%
General Merchandise and Department Stores0.23%
Online Retail and Ecommerce0%0
Auto Components-0.46%
Consumer Durables-0.58%
Hospitality-1.02%
Auto-1.83%
Leisure-2.79%
Luxury-7.25%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 11.9x.
    • Analysts are expecting annual earnings growth of 70.2%, which is higher than its past year's earnings decline of 28.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 93% over the next 5 years.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 8.9% 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
FNAC Fnac Darty€35.4021.6%
+€184.7m		19.6%PE45.7x
BAIN Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco€130.004.0%
+€122.6m		25.6%PE27.1x
KOF Kaufman & Broad€32.7510.5%
+€60.8m		-1.8%PE11.8x
SW Sodexo€42.920.8%
+€49.4m		-39.8%PE9x
CDA Compagnie des Alpes€25.902.2%
+€27.9m		57.9%PE12.3x

Latest News

MC
€542.40
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
-8.9%
1Y
-24.2%

The LVMH Moët Hennessy - Louis Vuitton, Société Européenne (EPA:MC) Annual Results Are Out And Analysts Have Published New Forecasts

Jan 30
The LVMH Moët Hennessy - Louis Vuitton, Société Européenne (EPA:MC) Annual Results Are Out And Analysts Have Published New Forecasts
KOF
€32.75
Kaufman & Broad
7D
10.5%
1Y
-1.8%
FNAC
€35.40
Fnac Darty
7D
21.6%
1Y
19.6%

FNAC: Takeover Bid And Stable Outlook Will Shape Fair Value Balance

Analysts now see fair value for Fnac Darty at €37.40, up from €36.83, citing updated assumptions around revenue growth, profit margins and a lower future P/E multiple that together support this modest uplift in the price target. What's in the News EP Group a.s. has proposed a takeover bid to acquire the remaining 71.5% stake in Fnac Darty for about €760 million, offering €36 per share in cash.
CDA
€25.90
Compagnie des Alpes
7D
2.2%
1Y
57.9%
CDI
€508.00
Christian Dior
7D
-7.9%
1Y
-22.6%
RNO
€31.77
Renault
7D
-1.7%
1Y
-36.2%
AVT
€0.12
Avenir Telecom
7D
268.1%
1Y
76.7%

Revenues Not Telling The Story For Avenir Telecom S.A. (EPA:AVT) After Shares Rise 70%

Jan 27
Revenues Not Telling The Story For Avenir Telecom S.A. (EPA:AVT) After Shares Rise 70%
FRVIA
€14.00
Forvia
7D
-2.6%
1Y
34.6%

FRVIA: Shift To Higher Margin Mix May Still Result In Disappointing Earnings

Analysts have lifted their price targets on Forvia to a range of about €12 to €14.20 per share, citing greater confidence in the company's refreshed plan and the growth of its higher margin sales areas as key reasons for the shift. Analyst Commentary Recent research updates point to a slightly higher price range for Forvia, with targets now referenced between about €12 and €14.20 per share.
RMS
€2,027.00
Hermès International Société en commandite par actions
7D
-4.9%
1Y
-25.0%

RMS: Premium Brand Strength Will Support Elevated P/E Despite Recent Recalibration

Analysts have trimmed their fair value estimate for Hermès International Société en commandite par actions from €3,000 to €2,800, reflecting updated assumptions on revenue growth, discount rate and future P/E, in line with recent Street price target reductions such as the move to €2,270 at Citi. Analyst Commentary While the latest fair value trim brings estimates closer to recent Street price targets, some bullish analysts still see room for the shares to justify premium pricing based on execution and brand strength.
AC
€45.38
Accor
7D
-3.8%
1Y
-8.4%

AC: Higher Forward P/E Assumptions Are Expected To Support Upside Potential

Analysts have nudged their price target for Accor slightly higher to about €54.69, reflecting modest adjustments to fair value inputs and updated views on growth, margins, and future P/E that are broadly in line with recent target raises cited in Street research. Analyst Commentary Bullish Takeaways Bullish analysts lifting their targets toward the mid €50s see current pricing as supported by updated fair value work, with the revised targets aligning with their refreshed P/E assumptions.
SW
€42.92
Sodexo
7D
0.8%
1Y
-39.8%

SW: Reset Expectations Will Balance Dividend Support And Execution Risks

We are trimming our Sodexo fair value estimate from €51.35 to €39.00 as analysts broadly reset price targets, with several recent updates citing more cautious assumptions on growth, profitability and valuation multiples. Analyst Commentary Recent Street research on Sodexo has turned more cautious, with several bearish analysts trimming price targets and, in one case, cutting the rating.
SK
€45.12
SEB
7D
-3.0%
1Y
-51.1%

SK: Higher Discount Rate And P/E Assumptions Will Support Future Re Rating Potential

Analysts have trimmed their price target on SEB, with one recent update lowering it to SEK 167 from SEK 180. This reflects slightly adjusted assumptions on discount rate, fair value and future P/E, while maintaining a cautious stance on the shares.
KER
€262.70
Kering
7D
-6.2%
1Y
2.6%

KER: Beauty Unit Sale To L’Oréal Will Support Higher Future P/E

Analysts have lifted their fair value estimate for Kering to €400 from €370, pointing to slightly higher assumed revenue growth, profit margins and future P/E multiples, in line with recent price target increases from major banks. Analyst Commentary Recent research points to a mix of caution and optimism around Kering, with several price target adjustments clustering in a relatively tight range.
FCMC
€2,260.00
Société Fermière du Casino Municipal de Cannes
7D
7.6%
1Y
52.7%
BAIN
€130.00
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
4.0%
1Y
25.6%

Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN) Seems To Use Debt Rather Sparingly

Dec 03
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN) Seems To Use Debt Rather Sparingly
ALHEX
€36.20
Hexaom
7D
7.1%
1Y
44.2%