Header cover image

French (CAC) Consumer Discretionary Sector Analysis

UpdatedApr 22, 2024
DataAggregated Company Financials
Companies105
  • 7D-0.03%
  • 3M17.5%
  • 1Y-7.0%
  • YTD10.3%

The Consumer Discretionary industry has been flat over the last week, but Kering has lost 3.2%. Unfortunately though, the industry is down 7.0% over the past 12 months. As for the next few years, earnings are expected to grow by 8.9% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Apr 2024€912.8b€433.7b€36.6b13.1x24.9x2.1x
Wed, 20 Mar 2024€975.3b€433.4b€36.3b12.6x26.9x2.3x
Fri, 16 Feb 2024€921.2b€433.1b€36.0b10.9x25.6x2.1x
Sun, 14 Jan 2024€780.1b€432.4b€38.7b10.8x20.2x1.8x
Tue, 12 Dec 2023€852.2b€432.3b€38.7b10x22x2x
Thu, 09 Nov 2023€805.7b€431.3b€39.4b10.2x20.4x1.9x
Sat, 07 Oct 2023€816.5b€430.4b€39.8b9.9x20.5x1.9x
Mon, 04 Sep 2023€873.5b€430.2b€39.7b12.4x22x2x
Wed, 02 Aug 2023€923.5b€430.2b€39.7b12x23.3x2.1x
Fri, 30 Jun 2023€934.8b€403.6b€34.6b11.4x27x2.3x
Sun, 28 May 2023€929.3b€403.5b€34.6b11.2x26.9x2.3x
Tue, 25 Apr 2023€983.3b€400.2b€34.3b12x28.7x2.5x
Thu, 23 Mar 2023€898.3b€399.8b€34.2b12.5x26.3x2.2x
Sat, 18 Feb 2023€906.9b€388.0b€33.1b12.7x27.4x2.3x
Mon, 16 Jan 2023€867.5b€370.2b€31.4b12.6x27.6x2.3x
Wed, 14 Dec 2022€809.4b€370.1b€31.4b12.1x25.8x2.2x
Fri, 11 Nov 2022€765.6b€369.3b€30.6b12x25x2.1x
Sun, 09 Oct 2022€681.1b€366.9b€30.4b10.5x22.4x1.9x
Tue, 06 Sep 2022€764.8b€389.8b€32.2b11.2x23.7x2x
Thu, 04 Aug 2022€828.9b€386.7b€32.2b12.3x25.8x2.1x
Sat, 02 Jul 2022€708.9b€358.8b€29.3b11.9x24.2x2x
Mon, 30 May 2022€732.2b€358.5b€29.0b15.1x25.2x2x
Wed, 27 Apr 2022€752.3b€357.6b€29.1b17.1x25.8x2.1x
Fri, 25 Mar 2022€780.8b€346.8b€27.9b15x28x2.3x
Sun, 20 Feb 2022€850.7b€345.4b€27.7b14.2x30.7x2.5x
Tue, 18 Jan 2022€875.8b€333.9b€23.8b15.4x36.9x2.6x
Thu, 16 Dec 2021€916.8b€333.9b€23.7b14.2x38.7x2.7x
Sat, 13 Nov 2021€921.3b€332.5b€23.1b15.5x39.9x2.8x
Mon, 11 Oct 2021€811.8b€331.8b€22.3b14.9x36.4x2.4x
Wed, 08 Sep 2021€845.6b€331.7b€22.2b17x38.1x2.5x
Fri, 06 Aug 2021€896.1b€331.4b€22.2b18x40.4x2.7x
Mon, 10 May 2021€784.6b€309.4b€10.2b18x77x2.5x
Price to Earnings Ratio

77x


Total Market Cap: €784.6bTotal Earnings: €10.2bTotal Revenue: €309.4bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 30.6x202220232024
Current Industry PE
  • Investors are pessimistic on the French Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 24.9x which is lower than its 3-year average PE of 30.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 53% per year over the last three years.
  • Revenues for these companies have grown 12% 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 French Consumer Discretionary sector?

FR Market-0.12%
Consumer Discretionary-0.033%
Retail Distributors1.99%
General Merchandise and Department Stores0.75%
Auto Components0.56%
Luxury0.084%
Online Retail and Ecommerce0%
Hospitality-0.56%
Consumer Services-0.96%
Specialty Stores-1.02%
Consumer Durables-1.53%
Leisure-3.68%
Auto-4.67%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 48.3x.
    • Analysts are expecting annual earnings growth of 52.2%, which is higher than its past year's earnings decline of 19.4% per year.
  • Investors are most pessimistic about the Auto industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 63% over the next 5 years.
  • This is better than its past earnings decline of 87% per year.
  • In contrast, the Leisure industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
RMS Hermès International Société en commandite par actions€2.32k0.7%
+€1.8b
15.2%PE56.4x
MC LVMH Moët Hennessy - Louis Vuitton Société Européenne€796.600.2%
+€899.1m
-11.7%PE26.2x
SW Sodexo€78.553.2%
+€401.0m
-19.7%PE16.1x
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€35.321.0%
+€257.4m
24.6%PE12.8x
FRVIA Forvia€14.242.0%
+€56.2m
-25.3%PE12.3x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

SW

€78.55

Sodexo

7D

3.2%

1Y

-19.7%

FRVIA

€14.24

Forvia

7D

2.0%

1Y

-25.3%

CDI

€742.50

Christian Dior

7D

-0.5%

1Y

-14.2%

ELIOR

€2.31

Elior Group

7D

2.7%

1Y

-23.4%

CATG

€5.00

SA Catana Group

7D

5.3%

1Y

-25.1%