LVMH Moët Hennessy - Louis Vuitton Société Européenne (EPA:MC) Seems To Use Debt Quite Sensibly
Jun 12
Have your own idea? Try our Stock Screener
French (CAC) Consumer Discretionary Sector Analysis
UpdatedJun 13, 2025
DataAggregated Company Financials
Companies99
- 7D-0.1%
- 3M-15.0%
- 1Y-21.9%
- YTD-15.3%
In the last week, Consumer Discretionary has been flat. Unfortunately though, the industry is down 22% over the past 12 months. Looking forward, earnings are forecast to grow by 9.4% 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 |
|---|---|---|---|---|---|---|
| Fri, 13 Jun 2025 | €666.5b | €435.3b | €28.9b | 15.1x | 23x | 1.5x |
| Sun, 11 May 2025 | €695.8b | €434.8b | €29.0b | 13.6x | 24x | 1.6x |
| Tue, 08 Apr 2025 | €657.6b | €435.2b | €29.0b | 12.7x | 22.7x | 1.5x |
| Thu, 06 Mar 2025 | €846.2b | €434.9b | €29.3b | 13.6x | 28.9x | 1.9x |
| Sat, 01 Feb 2025 | €878.3b | €431.4b | €31.4b | 12.2x | 28x | 2x |
| Mon, 30 Dec 2024 | €787.1b | €433.3b | €33.4b | 11.4x | 23.6x | 1.8x |
| Wed, 27 Nov 2024 | €727.3b | €433.0b | €33.4b | 10.2x | 21.8x | 1.7x |
| Fri, 25 Oct 2024 | €756.0b | €433.4b | €33.4b | 10.8x | 22.6x | 1.7x |
| Sun, 22 Sep 2024 | €716.2b | €433.4b | €33.4b | 10.9x | 21.4x | 1.7x |
| Tue, 20 Aug 2024 | €797.4b | €433.5b | €33.5b | 10.8x | 23.8x | 1.8x |
| Thu, 18 Jul 2024 | €808.7b | €434.8b | €36.7b | 11.1x | 22x | 1.9x |
| Sat, 15 Jun 2024 | €828.1b | €434.9b | €36.7b | 12.9x | 22.6x | 1.9x |
| Mon, 13 May 2024 | €908.2b | €433.6b | €36.6b | 13.9x | 24.8x | 2.1x |
| Wed, 10 Apr 2024 | €914.6b | €433.5b | €36.5b | 12.8x | 25.1x | 2.1x |
| Fri, 08 Mar 2024 | €948.0b | €433.3b | €36.3b | 12.1x | 26.1x | 2.2x |
| Sun, 04 Feb 2024 | €871.2b | €435.2b | €37.5b | 10.7x | 23.2x | 2x |
| Tue, 02 Jan 2024 | €839.4b | €432.3b | €38.7b | 10.9x | 21.7x | 1.9x |
| Thu, 30 Nov 2023 | €803.8b | €432.2b | €39.6b | 9.6x | 20.3x | 1.9x |
| Sat, 28 Oct 2023 | €760.4b | €431.3b | €39.4b | 9.2x | 19.3x | 1.8x |
| Mon, 25 Sep 2023 | €828.6b | €430.2b | €39.7b | 11.1x | 20.9x | 1.9x |
| Wed, 23 Aug 2023 | €881.4b | €430.2b | €39.7b | 11.7x | 22.2x | 2x |
| Fri, 21 Jul 2023 | €931.1b | €403.6b | €34.6b | 12.5x | 27x | 2.3x |
| Sun, 18 Jun 2023 | €951.0b | €403.6b | €34.6b | 11.6x | 27.5x | 2.4x |
| Tue, 16 May 2023 | €961.1b | €401.4b | €34.3b | 11.8x | 28x | 2.4x |
| Thu, 13 Apr 2023 | €924.9b | €399.8b | €34.2b | 12.8x | 27x | 2.3x |
| Sat, 11 Mar 2023 | €890.8b | €399.9b | €34.2b | 13.1x | 26x | 2.2x |
| Mon, 06 Feb 2023 | €918.2b | €377.1b | €32.2b | 13.2x | 28.5x | 2.4x |
| Wed, 04 Jan 2023 | €782.2b | €370.1b | €31.4b | 12.1x | 24.9x | 2.1x |
| Fri, 02 Dec 2022 | €806.9b | €369.7b | €30.5b | 12.4x | 26.4x | 2.2x |
| Sun, 30 Oct 2022 | €714.9b | €369.2b | €30.6b | 11.4x | 23.3x | 1.9x |
| Tue, 27 Sep 2022 | €727.5b | €389.9b | €32.1b | 11.4x | 22.6x | 1.9x |
| Thu, 25 Aug 2022 | €828.9b | €390.0b | €32.2b | 11.9x | 25.7x | 2.1x |
| Sat, 23 Jul 2022 | €773.8b | €358.9b | €29.3b | 12.9x | 26.5x | 2.2x |
| Mon, 20 Jun 2022 | €675.3b | €358.7b | €29.2b | 12x | 23.2x | 1.9x |
Price to Earnings Ratio
23.2x
Current Industry PE
- Investors are relatively neutral on the French Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 24.3x.
- The 3-year average PS ratio of 2.0x 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 remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 6.7% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the French Consumer Discretionary sector?
| FR Market | -0.43% | |
| Consumer Discretionary | -0.10% | |
| Leisure | 3.02% | |
| Consumer Services | 2.74% | |
| General Merchandise and Department Stores | 1.89% | |
| Auto Components | 1.26% | |
| Auto | 1.20% | |
| Retail Distributors | 1.12% | |
| Consumer Durables | 1.07% | |
| Specialty Stores | 0.96% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.15% | |
| Hospitality | -1.47% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 69.6x.
- Analysts are expecting annual earnings decline of 33.1%, which is less than its past year's earnings decline of 53.5%.
Forecasted Growth
- Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 122% over the next 5 years.
- In contrast, the Consumer Services industry is expected to see its earnings decline by 33% 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 | |
|---|---|---|---|---|---|
| CDI Christian Dior | €441.00 | 0.4% +€324.7m | -36.5% | PE15.3x | |
| RNO Renault | €43.75 | 1.4% +€163.6m | -11.8% | PE15.9x | |
| FR Valeo | €9.15 | 7.1% +€146.8m | -11.3% | PE13.7x | |
| OPM OPmobility | €11.64 | 8.6% +€131.3m | 14.1% | PE9.8x | |
| FRVIA Forvia | €8.24 | 8.0% +€119.7m | -34.8% | PS0.06x |
