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French (CAC) Consumer Discretionary Sector Analysis
UpdatedNov 18, 2025
DataAggregated Company Financials
Companies97
- 7D-3.5%
- 3M11.8%
- 1Y4.4%
- YTD-5.8%
Over the last 7 days, the Consumer Discretionary industry has risen 1.2%, driven by gains from Christian Dior of 1.8%. This means that the industry has gained 4.9% over the past year. As for the next few years, earnings are expected to grow by 14% per annum.
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 |
|---|---|---|---|---|---|---|
| Wed, 19 Nov 2025 | €754.7b | €431.5b | €12.8b | 19.6x | 58.9x | 1.7x |
| Fri, 17 Oct 2025 | €742.2b | €431.3b | €12.8b | 16.6x | 57.9x | 1.7x |
| Sun, 14 Sep 2025 | €658.9b | €431.7b | €12.9b | 16x | 51.3x | 1.5x |
| Tue, 12 Aug 2025 | €628.3b | €431.6b | €12.9b | 16.2x | 48.9x | 1.5x |
| Thu, 10 Jul 2025 | €692.6b | €435.1b | €28.9b | 14.7x | 24x | 1.6x |
| Sat, 07 Jun 2025 | €665.0b | €435.3b | €28.9b | 14.9x | 23x | 1.5x |
| Mon, 05 May 2025 | €695.9b | €434.8b | €29.0b | 13.6x | 24x | 1.6x |
| Wed, 02 Apr 2025 | €745.2b | €435.0b | €29.0b | 13.2x | 25.7x | 1.7x |
| Fri, 28 Feb 2025 | €871.8b | €435.0b | €29.9b | 12.4x | 29.1x | 2x |
| Sun, 26 Jan 2025 | €891.4b | €433.2b | €33.4b | 11.8x | 26.7x | 2.1x |
| Tue, 24 Dec 2024 | €780.7b | €433.3b | €33.4b | 10.9x | 23.4x | 1.8x |
| Thu, 21 Nov 2024 | €705.5b | €432.9b | €33.3b | 10.2x | 21.2x | 1.6x |
| Sat, 19 Oct 2024 | €755.2b | €432.8b | €33.4b | 10.8x | 22.6x | 1.7x |
| Mon, 16 Sep 2024 | €724.6b | €433.4b | €33.4b | 10.8x | 21.7x | 1.7x |
| Wed, 14 Aug 2024 | €755.0b | €433.5b | €33.5b | 10.9x | 22.5x | 1.7x |
| Fri, 12 Jul 2024 | €830.0b | €434.9b | €36.7b | 11.3x | 22.6x | 1.9x |
| Sun, 09 Jun 2024 | €880.0b | €434.8b | €36.7b | 13.8x | 24x | 2x |
| Tue, 07 May 2024 | €900.9b | €433.7b | €36.6b | 13.4x | 24.6x | 2.1x |
| Thu, 04 Apr 2024 | €940.7b | €433.5b | €36.5b | 13.3x | 25.8x | 2.2x |
| Sat, 02 Mar 2024 | €953.5b | €433.2b | €36.3b | 11.6x | 26.3x | 2.2x |
| Mon, 29 Jan 2024 | €865.1b | €435.3b | €37.5b | 10x | 23.1x | 2x |
| Wed, 27 Dec 2023 | €843.4b | €432.3b | €38.7b | 10.6x | 21.8x | 2x |
| Fri, 24 Nov 2023 | €825.2b | €431.3b | €39.4b | 9.9x | 20.9x | 1.9x |
| Sun, 22 Oct 2023 | €753.7b | €431.6b | €39.7b | 9.6x | 19x | 1.7x |
| Tue, 19 Sep 2023 | €844.6b | €430.2b | €39.7b | 11.2x | 21.3x | 2x |
| Thu, 17 Aug 2023 | €894.3b | €430.1b | €39.7b | 11x | 22.5x | 2.1x |
| Sat, 15 Jul 2023 | €964.3b | €403.6b | €34.6b | 11.8x | 27.9x | 2.4x |
| Mon, 12 Jun 2023 | €907.8b | €403.6b | €34.6b | 11.4x | 26.2x | 2.2x |
| Wed, 10 May 2023 | €961.4b | €401.4b | €34.3b | 11.7x | 28x | 2.4x |
| Fri, 07 Apr 2023 | €916.7b | €399.7b | €34.3b | 12.5x | 26.8x | 2.3x |
| Sun, 05 Mar 2023 | €902.9b | €399.8b | €34.2b | 12.8x | 26.4x | 2.3x |
| Tue, 31 Jan 2023 | €881.9b | €377.1b | €32.2b | 12.9x | 27.4x | 2.3x |
| Thu, 29 Dec 2022 | €763.3b | €370.0b | €31.4b | 11.8x | 24.3x | 2.1x |
| Sat, 26 Nov 2022 | €782.7b | €369.7b | €30.5b | 11.9x | 25.6x | 2.1x |
Price to Earnings Ratio
25.6x
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 58.9x which is higher than its 3-year average PE of 27.2x.
- 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 Market | -2.29% | |
| Consumer Discretionary | -3.47% | |
| Online Retail and Ecommerce | 0% | 0 |
| Specialty Stores | -1.31% | |
| Leisure | -1.54% | |
| Retail Distributors | -2.17% | |
| General Merchandise and Department Stores | -2.35% | |
| Consumer Services | -2.60% | |
| Hospitality | -2.80% | |
| Consumer Durables | -3.01% | |
| Luxury | -3.47% | |
| Auto Components | -3.96% | |
| Auto | -4.27% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 98.0x.
- 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALVDM Voyageurs du Monde | €162.00 | 2.5% +€17.6m | 19.1% | PE15x | |
| ALVU Vente-Unique.com | €15.50 | 5.1% +€7.2m | 11.1% | PE19.9x | |
| ALCAF Centrale d'Achat Française pour l'Outre-Mer Société Anonyme | €11.30 | 5.6% +€5.5m | 39.2% | PE7x | |
| SMCP SMCP | €5.89 | 1.2% +€5.5m | 122.7% | PE30.7x | |
| ALHEX Hexaom | €31.10 | 2.3% +€4.8m | 25.9% | PE23.6x |
