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French (CAC) Consumer Discretionary Sector Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies97
  • 7D3.3%
  • 3M-21.9%
  • 1Y-13.2%
  • YTD-21.8%

In the last week, the Consumer Discretionary industry is up 3.3%, with LVMH Moët Hennessy - Louis Vuitton Société Européenne up 3.4%. However, the industry is down 13% over the past 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026€597.8b€422.2b€11.6b12.4x51.4x1.4x
Tue, 03 Mar 2026€697.7b€423.0b€11.6b14.4x60.2x1.6x
Thu, 29 Jan 2026€688.8b€427.6b€12.7b15.3x54.2x1.6x
Sat, 27 Dec 2025€755.0b€431.6b€12.8b15.4x58.8x1.7x
Mon, 24 Nov 2025€749.8b€431.5b€12.9b16.9x58.1x1.7x
Wed, 22 Oct 2025€756.7b€431.3b€12.8b16.2x59x1.8x
Fri, 19 Sep 2025€686.1b€431.6b€12.9b15.8x53.3x1.6x
Sun, 17 Aug 2025€644.5b€431.6b€12.9b16.1x50.1x1.5x
Tue, 15 Jul 2025€683.8b€435.2b€28.9b14.5x23.7x1.6x
Thu, 12 Jun 2025€671.5b€435.3b€28.9b15.1x23.2x1.5x
Sat, 10 May 2025€695.8b€434.8b€29.0b13.6x24x1.6x
Mon, 07 Apr 2025€690.9b€435.2b€29.0b12.7x23.9x1.6x
Wed, 05 Mar 2025€846.7b€434.9b€29.3b13x28.9x1.9x
Fri, 31 Jan 2025€877.7b€431.4b€31.4b12.2x27.9x2x
Sun, 29 Dec 2024€787.1b€433.3b€33.4b11.2x23.6x1.8x
Tue, 26 Nov 2024€727.0b€433.0b€33.4b10.2x21.8x1.7x
Thu, 24 Oct 2024€743.8b€432.8b€33.4b10.8x22.3x1.7x
Sat, 21 Sep 2024€716.2b€433.4b€33.4b10.9x21.4x1.7x
Mon, 19 Aug 2024€781.8b€433.5b€33.5b10.9x23.3x1.8x
Wed, 17 Jul 2024€809.7b€434.9b€36.7b11.2x22.1x1.9x
Fri, 14 Jun 2024€856.1b€434.9b€36.7b13.8x23.3x2x
Sun, 12 May 2024€908.2b€433.6b€36.6b13.9x24.8x2.1x
Tue, 09 Apr 2024€927.9b€433.5b€36.5b13x25.5x2.1x
Thu, 07 Mar 2024€938.7b€433.2b€36.3b12.2x25.9x2.2x
Sat, 03 Feb 2024€871.2b€435.2b€37.5b10.7x23.2x2x
Mon, 01 Jan 2024€839.4b€432.3b€38.7b10.9x21.7x1.9x
Wed, 29 Nov 2023€800.9b€431.9b€39.5b9.8x20.3x1.9x
Fri, 27 Oct 2023€763.3b€431.6b€39.7b8.6x19.2x1.8x
Sun, 24 Sep 2023€828.6b€430.2b€39.7b11.1x20.9x1.9x
Tue, 22 Aug 2023€868.3b€430.2b€39.7b11.6x21.9x2x
Thu, 20 Jul 2023€928.7b€403.6b€34.6b12.5x26.9x2.3x
Sat, 17 Jun 2023€951.0b€403.6b€34.6b11.6x27.5x2.4x
Mon, 15 May 2023€961.7b€401.4b€34.3b11.7x28x2.4x
Wed, 12 Apr 2023€928.0b€399.8b€34.2b12.8x27.1x2.3x
Price to Earnings Ratio

27.1x


Total Market Cap: €928.0bTotal Earnings: €34.2bTotal Revenue: €399.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 31x202420252026
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 51.4x which is higher than its 3-year average PE of 31.0x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.4x.
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 Market3.49%
Consumer Discretionary3.33%
Auto4.83%
Consumer Services4.44%
Hospitality4.14%
Luxury3.33%
Auto Components2.40%
Consumer Durables1.84%
Leisure1.65%
Retail Distributors1.62%
Specialty Stores1.30%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 13.1x.
    • Analysts are expecting annual earnings growth of 58.0%, which is higher than its past year's earnings decline of 28.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 74% 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?

CompanyLast Price7D1YValuation
MC LVMH Moët Hennessy - Louis Vuitton Société Européenne€471.053.4%
+€7.6b		-11.1%PE21.5x
RMS Hermès International Société en commandite par actions€1.67k2.8%
+€4.8b		-26.6%PE38.6x
CDI Christian Dior€446.603.0%
+€2.3b		-8.6%PE17.8x
KER Kering€265.256.8%
+€2.1b		55.2%PS2.2x
RNO Renault€30.106.4%
+€494.7m		-32.0%PS0.1x

Latest News

CDI
€446.60
Christian Dior
7D
3.0%
1Y
-8.6%
RNO
€30.10
Renault
7D
6.4%
1Y
-32.0%

RNO: Predictable 2026 Earnings Visibility Will Reward EV Alliances Despite Sector Headwinds

Analysts have reduced their price targets on Renault by around €1 to €4, citing updated views on the sector outlook. The revised targets also reflect model changes that include slightly higher revenue growth and profit margin assumptions, along with a lower future P/E multiple.
MC
€471.05
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
3.4%
1Y
-11.1%

MC: Succession Clarity And Governance Signals Will Support Future Premium Positioning

Analysts have trimmed the price target on LVMH Moët Hennessy - Louis Vuitton Société Européenne by about €40 per share, reflecting updated views on fair value that factor in slightly higher expected revenue growth and profit margins, along with a lower assumed future P/E multiple. Analyst Commentary Recent Street research on LVMH Moët Hennessy Louis Vuitton Société Européenne shows a cluster of price target trims alongside at least one upgrade.
RMS
€1,667.50
Hermès International Société en commandite par actions
7D
2.8%
1Y
-26.6%

RMS: Rating Upgrades And Medium Term Guidance Will Support Elevated Future P/E

The analyst price target for Hermès International Société en commandite par actions has been reduced by €150 to €2,650, as analysts adjust their valuation assumptions in light of lower projected future P/E multiples, while still reflecting support from several recent rating upgrades. Analyst Commentary Recent Street research on Hermès International Société en commandite par actions shows a mix of price target cuts and rating upgrades, with several bullish analysts still highlighting long term strengths in execution and brand positioning.
ALPDX
€11.25
Piscines Desjoyaux
7D
-6.3%
1Y
-7.8%
SW
€45.26
Sodexo
7D
6.2%
1Y
-16.5%

SW: Future Dividend Support Will Likely Be Limited By Execution And Valuation Risks

The updated analyst price target for Sodexo moves slightly higher to about €39.29 from €39.00, reflecting analysts' adjusted views on growth, margins and P/E assumptions following a series of mixed price target revisions, including a recent upgrade at Jefferies alongside several target cuts from other banks. Analyst Commentary Recent research signals a split view on Sodexo, with one fresh upgrade set against a cluster of earlier, more cautious revisions that focus on valuation, execution and growth risks.
AC
€42.50
Accor
7D
5.1%
1Y
12.4%
KER
€265.25
Kering
7D
6.8%
1Y
55.2%
AKW
€7.00
Akwel
7D
-4.6%
1Y
1.6%
ML
€29.69
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
2.4%
1Y
-5.4%

ML: Premium Mix And Cash Discipline Will Support Future Share Recovery

Analysts have lifted the fair value estimate for Compagnie Générale des Établissements Michelin Société en commandite par actions to about €33.39 from €31.35, reflecting updated assumptions around slightly higher revenue growth, a modestly adjusted discount rate, and recent upward price target revisions from several research houses that now sit around €30 or above. Analyst Commentary Recent Street research points to a cluster of price targets around €28 to €30 and a consistent Hold stance.
FNAC
€35.25
Fnac Darty
7D
-0.1%
1Y
38.5%
ALBOU
€47.40
Bourrelier Group
7D
-2.1%
1Y
-4.4%
ALMRB
€4.54
Mr.Bricolage
7D
-6.4%
1Y
-39.5%
ALVDM
€136.00
Voyageurs du Monde
7D
-1.4%
1Y
1.8%

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Feb 06
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BAIN
€127.00
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
-3.1%
1Y
27.0%

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Jan 31
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MLONL
€0.94
SA Onlineformapro
7D
-21.0%
1Y
9.3%