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French (CAC) Consumer Discretionary Sector Analysis

UpdatedMar 23, 2026
DataAggregated Company Financials
Companies97
  • 7D-6.9%
  • 3M-22.6%
  • 1Y-24.7%
  • YTD-24.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 6.4%, driven by a pullback from Hermès International Société en commandite par actions of 12%. On the other hand Bourrelier Group is actually up 8.8%. Overall the industry is down 25% in 12 months. Looking forward, earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Mar 2026€580.0b€422.2b€11.6b12.2x49.9x1.4x
Wed, 18 Feb 2026€688.3b€426.9b€12.1b15x57.1x1.6x
Fri, 16 Jan 2026€768.1b€431.6b€12.8b15.9x59.9x1.8x
Sun, 14 Dec 2025€754.7b€430.6b€12.8b17.7x58.8x1.8x
Tue, 11 Nov 2025€745.7b€431.5b€12.8b18.9x58.2x1.7x
Thu, 09 Oct 2025€729.3b€431.3b€12.8b16x57x1.7x
Sat, 06 Sep 2025€654.6b€431.6b€12.9b16x50.9x1.5x
Mon, 04 Aug 2025€633.5b€431.6b€12.9b15.8x49.3x1.5x
Wed, 02 Jul 2025€646.4b€435.3b€28.9b14.6x22.3x1.5x
Fri, 30 May 2025€681.7b€435.3b€29.0b15.1x23.5x1.6x
Sun, 27 Apr 2025€686.3b€434.8b€29.0b14.4x23.7x1.6x
Tue, 25 Mar 2025€772.2b€435.0b€29.0b13.9x26.6x1.8x
Thu, 20 Feb 2025€890.4b€431.1b€30.6b12.2x29.1x2.1x
Sat, 18 Jan 2025€841.3b€433.2b€33.4b11.5x25.2x1.9x
Mon, 16 Dec 2024€785.7b€433.3b€33.4b10.4x23.5x1.8x
Wed, 13 Nov 2024€704.4b€432.8b€33.3b10.7x21.1x1.6x
Fri, 11 Oct 2024€777.1b€432.7b€33.4b11.1x23.3x1.8x
Sun, 08 Sep 2024€727.3b€433.5b€33.5b10.7x21.7x1.7x
Tue, 06 Aug 2024€740.5b€433.5b€33.5b10.4x22.1x1.7x
Thu, 04 Jul 2024€832.6b€434.9b€36.7b12.5x22.7x1.9x
Sat, 01 Jun 2024€859.3b€434.8b€36.7b13.8x23.4x2x
Mon, 29 Apr 2024€914.5b€433.7b€36.6b12.8x25x2.1x
Wed, 27 Mar 2024€941.1b€433.5b€36.3b12.9x25.9x2.2x
Fri, 23 Feb 2024€945.5b€432.5b€36.4b11.5x25.9x2.2x
Sun, 21 Jan 2024€771.4b€432.4b€38.7b10.4x19.9x1.8x
Tue, 19 Dec 2023€862.0b€432.3b€38.7b10.2x22.3x2x
Thu, 16 Nov 2023€827.5b€431.3b€39.4b10.3x21x1.9x
Sat, 14 Oct 2023€762.0b€430.5b€39.8b10x19.2x1.8x
Mon, 11 Sep 2023€842.4b€430.1b€39.7b11.6x21.2x2x
Wed, 09 Aug 2023€896.5b€430.1b€39.7b11.8x22.6x2.1x
Fri, 07 Jul 2023€890.9b€403.6b€34.6b11.7x25.8x2.2x
Sun, 04 Jun 2023€920.1b€405.3b€34.9b11x26.4x2.3x
Tue, 02 May 2023€957.0b€400.2b€34.3b12.1x27.9x2.4x
Thu, 30 Mar 2023€908.6b€399.5b€34.2b12.6x26.6x2.3x
Price to Earnings Ratio

26.6x


Total Market Cap: €908.6bTotal Earnings: €34.2bTotal Revenue: €399.5bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 30.7x202420252026
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 49.8x which is higher than its 3-year average PE of 30.7x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 30% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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-3.56%
Consumer Discretionary-6.89%
Leisure0.35%
Consumer Services0.24%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Specialty Stores-0.97%
Retail Distributors-1.37%
Auto-2.37%
Hospitality-3.38%
Auto Components-3.69%
Consumer Durables-4.25%
Luxury-7.39%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 14.3x.
    • Analysts are expecting annual earnings growth of 20.9%, which is higher than its past year's earnings decline of 4.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 71% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 12% 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
BUR Burelle€384.001.6%
+€10.5m		12.3%PE6.2x
ARAMI Aramis Group SAS€3.792.7%
+€8.2m		-50.7%PE15.7x
SRP SRP Groupe€0.708.4%
+€6.2m		4.5%PS0.1x
ALPDX Piscines Desjoyaux€12.005.3%
+€5.4m		-13.4%PE17.9x
MLCMB Compagnie Du Mont-Blanc€268.001.5%
+€3.6m		81.1%PE12.4x

Latest News

RMS
€1,656.00
Hermès International Société en commandite par actions
7D
-11.9%
1Y
-33.7%
AC
€39.73
Accor
7D
-3.1%
1Y
-9.9%

AC: Upgraded Rating And Refined Earnings Assumptions Will Support Future Upside

Accor's updated analyst price target shifts modestly in line with a fair value move from about €56.96 to €56.68, as analysts point to recent upgrades and higher Street targets around €52 to €61 as support for a slightly refined view on growth, margins and P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to a cluster of higher price targets in the €55 to €61 range as evidence that current valuation assumptions may already reflect cautious scenarios on growth and margins.
ALDAR
€2.48
Damartex
7D
9.7%
1Y
-50.3%
RNO
€27.64
Renault
7D
-2.0%
1Y
-43.8%

RNO: Cautious Margin Outlook And Chip Risks Will Shape Near Term Prospects

Renault's analyst fair value estimate has been revised from €38.00 to €28.00, as analysts factor in lower profit margin assumptions, a higher future P/E of 7.47, and recent Street downgrades and target cuts from firms including Morgan Stanley, Berenberg, Citi, and HSBC. Analyst Commentary Recent research points to a more cautious tone around Renault, with several Bearish analysts revisiting their assumptions on margins, execution risk, and the level of valuation support investors may be willing to assign to the shares.
MC
€457.95
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
-4.4%
1Y
-23.2%

MC: Governance Focus And Research Upgrade Will Support Long Term Prospects

The analyst price target for LVMH Moët Hennessy - Louis Vuitton Société Européenne has been trimmed by about €5, as analysts factor in updated assumptions around slightly higher discount rates, adjusted profit margins and a revised revenue outlook following recent price target cuts and an upgrade in Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade from DZ Bank as a sign that, even with trimmed price targets elsewhere, some research views still support the long term brand and portfolio strength at LVMH Moët Hennessy, Louis Vuitton Société Européenne.
KER
€234.15
Kering
7D
-6.2%
1Y
15.7%
SW
€41.48
Sodexo
7D
-6.4%
1Y
-32.4%

SW: Discount Rate Reset And Dividend Will Support Future Cash Flow Resilience

The analyst price target for Sodexo has been trimmed slightly to €51.15 from €51.39 as analysts factor in a modestly higher discount rate, small adjustments to revenue growth and profit margin assumptions, and a cluster of recent price target cuts across the Street into the €45 to €57 range. Analyst Commentary Recent research has clustered Sodexo's price targets in a relatively tight band, with several trims over the past few months and ratings generally sitting in the middle of the range rather than at clear Buy or Sell extremes.
CDI
€432.00
Christian Dior
7D
-5.8%
1Y
-22.0%
ALPDX
€12.00
Piscines Desjoyaux
7D
5.3%
1Y
-13.4%
ML
€28.45
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
-3.4%
1Y
-16.3%

ML: Higher P/E Expectations And Cash Returns Will Constrain Future Share Upside

Analysts have nudged their fair value estimate for Compagnie Générale des Établissements Michelin Société en commandite par actions higher from €25.42 to €25.93. This reflects a series of recent price target increases around €30 and updated assumptions for slightly stronger revenue growth, profit margins and future P/E.
SRP
€0.70
SRP Groupe
7D
8.4%
1Y
4.5%
ALLDL
€12.00
Groupe LDLC société anonyme
7D
3.0%
1Y
72.7%
ARAMI
€3.79
Aramis Group SAS
7D
2.7%
1Y
-50.7%
AKW
€7.22
Akwel
7D
1.1%
1Y
2.6%
BUR
€384.00
Burelle
7D
1.6%
1Y
12.3%
MLCMB
€268.00
Compagnie Du Mont-Blanc
7D
1.5%
1Y
81.1%