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French (CAC) Consumer Discretionary Sector Analysis
UpdatedMar 10, 2026
DataAggregated Company Financials
Companies97
- 7D-4.4%
- 3M-14.2%
- 1Y-20.3%
- YTD-16.4%
Over the last 7 days, the Consumer Discretionary industry has dropped 4.4%, driven by a pullback from LVMH Moët Hennessy - Louis Vuitton Société Européenne of 4.4%. On the other hand S.T. Dupont is actually up 12%. The industry has fallen 20% in the last year. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 10 Mar 2026 | €639.3b | €423.0b | €11.6b | 12.7x | 55.2x | 1.5x |
| Thu, 05 Feb 2026 | €686.9b | €427.6b | €12.8b | 15.2x | 53.8x | 1.6x |
| Sat, 03 Jan 2026 | €765.7b | €431.6b | €12.8b | 15.4x | 59.6x | 1.8x |
| Mon, 01 Dec 2025 | €756.5b | €431.6b | €12.8b | 17.3x | 58.9x | 1.8x |
| Wed, 29 Oct 2025 | €759.0b | €431.3b | €12.8b | 15.7x | 59.3x | 1.8x |
| Fri, 26 Sep 2025 | €668.9b | €431.5b | €12.8b | 15.3x | 52.3x | 1.6x |
| Sun, 24 Aug 2025 | €663.1b | €431.6b | €12.9b | 16.4x | 51.6x | 1.5x |
| Tue, 22 Jul 2025 | €673.5b | €435.2b | €28.9b | 14.4x | 23.3x | 1.5x |
| Thu, 19 Jun 2025 | €655.8b | €435.3b | €28.9b | 15.2x | 22.7x | 1.5x |
| Sat, 17 May 2025 | €718.5b | €434.8b | €29.0b | 14.1x | 24.8x | 1.7x |
| Mon, 14 Apr 2025 | €686.3b | €434.8b | €29.0b | 13x | 23.7x | 1.6x |
| Wed, 12 Mar 2025 | €793.4b | €435.1b | €29.1b | 13.8x | 27.2x | 1.8x |
| Fri, 07 Feb 2025 | €876.5b | €431.4b | €31.4b | 12.1x | 27.9x | 2x |
| Sun, 05 Jan 2025 | €760.8b | €433.1b | €33.4b | 11.5x | 22.8x | 1.8x |
| Tue, 03 Dec 2024 | €743.1b | €433.3b | €33.4b | 9.7x | 22.2x | 1.7x |
| Thu, 31 Oct 2024 | €748.9b | €433.0b | €33.3b | 9.8x | 22.5x | 1.7x |
| Sat, 28 Sep 2024 | €831.5b | €433.1b | €33.4b | 10.9x | 24.9x | 1.9x |
| Mon, 26 Aug 2024 | €807.9b | €433.5b | €33.5b | 11.1x | 24.1x | 1.9x |
| Wed, 24 Jul 2024 | €810.3b | €434.8b | €36.7b | 11.6x | 22.1x | 1.9x |
| Fri, 21 Jun 2024 | €839.9b | €434.9b | €36.7b | 13.2x | 22.9x | 1.9x |
| Sun, 19 May 2024 | €906.3b | €434.6b | €36.7b | 13.8x | 24.7x | 2.1x |
| Tue, 16 Apr 2024 | €913.0b | €433.1b | €36.4b | 13.3x | 25.1x | 2.1x |
| Thu, 14 Mar 2024 | €973.4b | €433.4b | €36.3b | 12.5x | 26.8x | 2.2x |
| Sat, 10 Feb 2024 | €911.8b | €433.3b | €37.0b | 10.4x | 24.6x | 2.1x |
| Mon, 08 Jan 2024 | €795.2b | €432.3b | €38.7b | 10.8x | 20.6x | 1.8x |
| Wed, 06 Dec 2023 | €823.9b | €432.2b | €38.7b | 10.1x | 21.3x | 1.9x |
| Fri, 03 Nov 2023 | €798.2b | €431.3b | €39.4b | 9.8x | 20.2x | 1.9x |
| Sun, 01 Oct 2023 | €808.9b | €430.3b | €39.7b | 10.6x | 20.4x | 1.9x |
| Tue, 29 Aug 2023 | €889.7b | €430.2b | €39.7b | 12.2x | 22.4x | 2.1x |
| Thu, 27 Jul 2023 | €897.6b | €416.0b | €37.3b | 12.1x | 24x | 2.2x |
| Sat, 24 Jun 2023 | €910.3b | €403.6b | €34.6b | 11.1x | 26.3x | 2.3x |
| Mon, 22 May 2023 | €958.5b | €403.3b | €34.6b | 11.4x | 27.7x | 2.4x |
| Wed, 19 Apr 2023 | €966.8b | €400.2b | €34.3b | 12.5x | 28.2x | 2.4x |
| Fri, 17 Mar 2023 | €885.2b | €399.8b | €34.2b | 12.7x | 25.9x | 2.2x |
Price to Earnings Ratio
25.9x
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 55.2x which is higher than its 3-year average PE of 30.4x.
- The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.5x.
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 | -5.26% | |
| Consumer Discretionary | -4.38% | |
| Consumer Services | 0.38% | |
| Online Retail and Ecommerce | 0% | 0 |
| Specialty Stores | -2.61% | |
| Hospitality | -2.73% | |
| Retail Distributors | -3.04% | |
| Luxury | -4.10% | |
| General Merchandise and Department Stores | -4.38% | |
| Consumer Durables | -7.30% | |
| Leisure | -7.48% | |
| Auto | -7.79% | |
| Auto Components | -9.55% | |
Industry PE
- Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 14.0x.
- Analysts are expecting annual earnings growth of 21.7%, 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 72% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RMS Hermès International Société en commandite par actions | €1.95k | 2.7% +€5.3b | -21.2% | PE45.1x | |
| MC LVMH Moët Hennessy - Louis Vuitton Société Européenne | €504.50 | 0.5% +€1.1b | -18.7% | PE23x | |
| KER Kering | €262.65 | 3.3% +€1.0b | 4.2% | PS2.2x | |
| CDI Christian Dior | €481.80 | 0.6% +€541.2m | -15.4% | PE19.2x | |
| OPM OPmobility | €15.42 | 2.7% +€57.2m | 50.3% | PE11.9x |
