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French (CAC) Consumer Discretionary Sector Analysis

UpdatedNov 15, 2025
DataAggregated Company Financials
Companies97
  • 7D3.0%
  • 3M16.5%
  • 1Y6.7%
  • YTD-2.2%

Over the last 7 days, the Consumer Discretionary industry has risen 5.0%, driven by gains from LVMH Moët Hennessy - Louis Vuitton Société Européenne of 5.6%. This means that the industry has gained 6.7% over the past year. Looking forward, 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
Mon, 17 Nov 2025€768.1b€431.5b€12.8b19.1x59.9x1.8x
Wed, 15 Oct 2025€679.7b€431.3b€12.8b16.3x53x1.6x
Fri, 12 Sep 2025€658.5b€431.7b€12.9b16x51.2x1.5x
Sun, 10 Aug 2025€640.4b€431.6b€12.9b16.2x49.7x1.5x
Tue, 08 Jul 2025€679.7b€435.1b€28.9b14.5x23.5x1.6x
Thu, 05 Jun 2025€675.9b€435.3b€28.9b15x23.4x1.6x
Sat, 03 May 2025€695.9b€434.8b€29.0b13.6x24x1.6x
Mon, 31 Mar 2025€755.8b€435.0b€29.0b13.4x26x1.7x
Wed, 26 Feb 2025€863.9b€435.1b€29.9b12.3x28.8x2x
Fri, 24 Jan 2025€878.3b€433.2b€33.4b11.8x26.3x2x
Sun, 22 Dec 2024€780.2b€433.3b€33.4b10.8x23.4x1.8x
Tue, 19 Nov 2024€721.0b€432.9b€33.3b10.7x21.6x1.7x
Thu, 17 Oct 2024€736.0b€432.8b€33.4b10.8x22.1x1.7x
Sat, 14 Sep 2024€724.6b€433.4b€33.4b10.8x21.7x1.7x
Mon, 12 Aug 2024€754.5b€433.5b€33.5b11.1x22.5x1.7x
Wed, 10 Jul 2024€806.9b€434.9b€36.7b11.5x22x1.9x
Fri, 07 Jun 2024€881.9b€434.8b€36.7b13.8x24x2x
Sun, 05 May 2024€901.5b€433.7b€36.6b13.4x24.6x2.1x
Tue, 02 Apr 2024€947.5b€433.5b€36.5b12.8x26x2.2x
Thu, 29 Feb 2024€954.9b€433.1b€36.5b11.2x26.2x2.2x
Sat, 27 Jan 2024€865.1b€435.3b€37.5b10x23.1x2x
Mon, 25 Dec 2023€843.3b€432.3b€38.7b10.1x21.8x2x
Wed, 22 Nov 2023€817.6b€431.3b€39.4b9.9x20.7x1.9x
Fri, 20 Oct 2023€763.2b€430.5b€39.8b9.7x19.2x1.8x
Sun, 17 Sep 2023€862.1b€430.2b€39.7b11.6x21.7x2x
Tue, 15 Aug 2023€904.1b€430.1b€39.7b11.3x22.8x2.1x
Thu, 13 Jul 2023€941.3b€403.6b€34.6b11.8x27.2x2.3x
Sat, 10 Jun 2023€907.8b€403.6b€34.6b11.4x26.2x2.2x
Mon, 08 May 2023€960.6b€400.3b€34.3b11.6x28x2.4x
Wed, 05 Apr 2023€937.9b€399.0b€34.1b12.9x27.5x2.4x
Fri, 03 Mar 2023€893.6b€399.8b€34.2b13.3x26.1x2.2x
Sun, 29 Jan 2023€882.9b€377.1b€32.2b13x27.4x2.3x
Tue, 27 Dec 2022€752.3b€370.1b€31.4b12.1x24x2x
Thu, 24 Nov 2022€782.3b€369.3b€30.6b12.5x25.5x2.1x
Price to Earnings Ratio

25.5x


Total Market Cap: €782.3bTotal Earnings: €30.6bTotal Revenue: €369.3bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 27.1x202320242025
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 60.1x which is higher than its 3-year average PE of 27.1x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 25% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.3% 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 Market1.75%
Consumer Discretionary3.00%
Luxury3.30%
Auto3.23%
Consumer Durables1.69%
Specialty Stores0.97%
Hospitality0.093%
Leisure0.084%
Online Retail and Ecommerce0%0
Auto Components-0.57%
General Merchandise and Department Stores-1.18%
Retail Distributors-2.20%
Consumer Services-2.61%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 96.5x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 92% over the next 5 years.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 9.6% 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
MC LVMH Moët Hennessy - Louis Vuitton Société Européenne€637.003.1%
+€9.5b		8.2%PE28.8x
RMS Hermès International Société en commandite par actions€2.16k3.4%
+€7.3b		6.8%PE50.4x
CDI Christian Dior€597.503.8%
+€4.0b		8.2%PE23.7x
KER Kering€320.603.3%
+€1.2b		45.7%PE53.9x
RNO Renault€36.254.7%
+€440.0m		-13.3%PS0.2x

Latest News

MC
€637.00
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
3.1%
1Y
8.2%

MC: Recent Sector Recovery Will Balance Risks Amid Key Portfolio Developments

Analysts have raised their price target for LVMH, increasing the fair value estimate to approximately €608 from €594. This adjustment reflects updated models that take into account recent tax legislation, indications of sector recovery, and continued strength in luxury brand performance.
BAIN
€104.00
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
-1.0%
1Y
-0.5%

Returns On Capital Are Showing Encouraging Signs At Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN)

Nov 15
Returns On Capital Are Showing Encouraging Signs At Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN)
KER
€320.60
Kering
7D
3.3%
1Y
45.7%

KER: Sector Slowdown And Beauty Business Sale Will Limit Gains Ahead

Kering's analyst fair value estimate has risen modestly, up approximately EUR 7.50 to EUR 291. Analysts cite increasing price targets in response to recent shifts in sector leadership and a stable profit outlook.
OPM
€14.24
OPmobility
7D
-1.1%
1Y
61.5%

These 4 Measures Indicate That OPmobility (EPA:OPM) Is Using Debt Extensively

Nov 14
These 4 Measures Indicate That OPmobility (EPA:OPM) Is Using Debt Extensively
FDJU
€23.86
FDJ United
7D
-2.7%
1Y
-40.1%

FDJU: Future Execution And Resilient Margins Will Drive 2025 Performance

Analysts have slightly lowered their price targets for FDJ United, citing updated discount rates and modest expectations for future profitability. This has resulted in target adjustments ranging from EUR 27.50 to EUR 42 per share.
CDI
€597.50
Christian Dior
7D
3.8%
1Y
8.2%

There's Been No Shortage Of Growth Recently For Christian Dior's (EPA:CDI) Returns On Capital

Nov 10
There's Been No Shortage Of Growth Recently For Christian Dior's (EPA:CDI) Returns On Capital
AKW
€7.88
Akwel
7D
-6.6%
1Y
-12.7%
ML
€28.43
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
-0.1%
1Y
-9.1%

ML: Long-Term Industry Positioning Will Drive Upside Despite Recent Market Caution

Analysts have modestly reduced their average price target for Compagnie Générale des Établissements Michelin Société en commandite par actions, shifting from approximately €34.20 to about €31.40. This adjustment comes after factoring in slightly lower revenue growth prospects and updated discount rates.
RMS
€2,156.00
Hermès International Société en commandite par actions
7D
3.4%
1Y
6.8%

RMS: Sector Outlook Will Shift As Creative Leadership Changes Unfold

Narrative Update on Hermès International Société en commandite par actions Hermès’ fair value estimate has been slightly reduced from €2,397.95 to €2,391.70. Analysts cite modestly softer growth expectations and a more cautious sector outlook, which is reflected in multiple recent price target decreases.
SK
€48.40
SEB
7D
2.7%
1Y
-48.1%

SK: Organic Sales Stabilisation And Margin Optimism Will Drive Share Rebound

Analysts have lowered their price target for SEB from $81.10 to $77.20. They cited slight adjustments to growth forecasts and margin expectations.
SW
€46.90
Sodexo
7D
2.7%
1Y
-43.5%

SW: Future Leadership Transition and Expanding Contracts Will Drive Improved Sentiment

Analysts have revised Sodexo's average price target downward, decreasing it by approximately EUR 5 to EUR 59. This reflects a more cautious outlook based on updated profitability and growth expectations.
SMCP
€6.17
SMCP
7D
6.4%
1Y
131.1%
FRVIA
€11.01
Forvia
7D
-4.0%
1Y
30.1%
TRI
€145.00
Trigano
7D
-1.6%
1Y
20.6%
RNO
€36.25
Renault
7D
4.7%
1Y
-13.3%

Brand Realignment And New Models Will Capture EV Market Share

Despite a notable upgrade in consensus revenue growth forecasts for Renault, the analyst price target saw a marginal decline to €46.78, indicating only a slight cooling in fair value expectations. What's in the News Renault acquired Nissan's remaining 51% stake in their joint Chennai plant, becoming sole owner and fully consolidating RNAIPL; this supports an expanded India strategy including a new design center and five upcoming vehicle launches.
BUR
€394.00
Burelle
7D
-3.2%
1Y
16.2%

There May Be Some Bright Spots In Burelle's (EPA:BUR) Earnings

Aug 02
There May Be Some Bright Spots In Burelle's (EPA:BUR) Earnings