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Dec 06
French (CAC) Consumer Discretionary Sector Analysis
UpdatedDec 08, 2023
DataAggregated Company Financials
Companies109
- 7D2.2%
- 3M-1.5%
- 1Y4.1%
- YTD7.7%
Over the last 7 days, the Consumer Discretionary industry has risen 2.2%, driven by gains from LVMH Moët Hennessy - Louis Vuitton Société Européenne of 1.8%. This means that the industry has gained 4.1% over the past year. Earnings are forecast to grow by 7.4% 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 |
|---|---|---|---|---|---|---|
| Sat, 09 Dec 2023 | €829.8b | €432.2b | €38.7b | 10x | 21.4x | 1.9x |
| Mon, 06 Nov 2023 | €801.0b | €431.3b | €39.4b | 9.9x | 20.3x | 1.9x |
| Wed, 04 Oct 2023 | €806.2b | €430.3b | €39.7b | 10.2x | 20.3x | 1.9x |
| Fri, 01 Sep 2023 | €881.1b | €430.2b | €39.7b | 12.5x | 22.2x | 2x |
| Sun, 30 Jul 2023 | €936.3b | €430.2b | €39.7b | 12.5x | 23.6x | 2.2x |
| Tue, 27 Jun 2023 | €914.8b | €403.6b | €34.6b | 11.2x | 26.5x | 2.3x |
| Thu, 25 May 2023 | €903.4b | €403.4b | €34.6b | 11.3x | 26.1x | 2.2x |
| Sat, 22 Apr 2023 | €981.3b | €400.2b | €34.3b | 11.8x | 28.6x | 2.5x |
| Mon, 20 Mar 2023 | €869.5b | €399.8b | €34.2b | 12.5x | 25.4x | 2.2x |
| Wed, 15 Feb 2023 | €893.0b | €384.2b | €32.5b | 12.7x | 27.5x | 2.3x |
| Fri, 13 Jan 2023 | €854.5b | €370.1b | €31.4b | 12.8x | 27.2x | 2.3x |
| Sun, 11 Dec 2022 | €800.8b | €370.0b | €31.4b | 12.1x | 25.5x | 2.2x |
| Tue, 08 Nov 2022 | €730.2b | €369.3b | €30.6b | 11.9x | 23.8x | 2x |
| Thu, 06 Oct 2022 | €699.8b | €366.9b | €30.3b | 10.6x | 23.1x | 1.9x |
| Sat, 03 Sep 2022 | €776.1b | €389.8b | €32.2b | 11.6x | 24.1x | 2x |
| Mon, 01 Aug 2022 | €818.9b | €377.6b | €34.0b | 13.1x | 24.1x | 2.2x |
| Wed, 29 Jun 2022 | €719.9b | €358.7b | €29.2b | 12.6x | 24.7x | 2x |
| Fri, 27 May 2022 | €687.2b | €357.9b | €28.8b | 15.3x | 23.9x | 1.9x |
| Sun, 24 Apr 2022 | €788.5b | €357.6b | €29.1b | 17.9x | 27.1x | 2.2x |
| Tue, 22 Mar 2022 | €792.4b | €346.8b | €27.9b | 15x | 28.4x | 2.3x |
| Thu, 17 Feb 2022 | €854.2b | €343.3b | €26.4b | 14.5x | 32.4x | 2.5x |
| Sat, 15 Jan 2022 | €858.5b | €333.9b | €23.8b | 15.5x | 36.1x | 2.6x |
| Mon, 13 Dec 2021 | €920.4b | €333.9b | €23.7b | 14.4x | 38.8x | 2.8x |
| Wed, 10 Nov 2021 | €909.6b | €332.5b | €23.1b | 14.9x | 39.4x | 2.7x |
| Fri, 08 Oct 2021 | €821.9b | €331.8b | €22.3b | 14.8x | 36.9x | 2.5x |
| Sun, 05 Sep 2021 | €830.6b | €331.4b | €22.2b | 17.4x | 37.4x | 2.5x |
| Tue, 03 Aug 2021 | €893.7b | €331.4b | €22.2b | 18.2x | 40.3x | 2.7x |
| Fri, 07 May 2021 | €784.6b | €309.4b | €10.2b | 18x | 77x | 2.5x |
| Mon, 08 Feb 2021 | €634.9b | €290.6b | -€1,531,690,451.90 | 18.6x | -414.5x | 2.2x |
Price to Earnings Ratio
-440.7x
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 21.4x which is higher than its 3-year average PE of -5.1x.
- The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
- Total earnings for the Consumer Discretionary industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 14% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the French Consumer Discretionary sector?
| FR Market | 1.42% | |
| Consumer Discretionary | 2.19% | |
| Consumer Durables | 5.47% | |
| Auto | 3.48% | |
| Hospitality | 3.40% | |
| Auto Components | 3.23% | |
| Specialty Stores | 2.85% | |
| Retail Distributors | 2.62% | |
| Luxury | 2.05% | |
| Consumer Services | 0.38% | |
| Online Retail and Ecommerce | 0% | |
| General Merchandise and Department Stores | -0.44% | |
| Leisure | -3.39% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 22.3x.
- Analysts are expecting annual earnings growth of 42.8%, which is higher than its past year's earnings decline of 24.3% per year.
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 97% per year.
- In contrast, the Online Retail and Ecommerce 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MC LVMH Moët Hennessy - Louis Vuitton Société Européenne | €739.10 | 5.7% +€19.9b | 2.6% | PE23x | |
| RMS Hermès International Société en commandite par actions | €1.98k | 3.5% +€7.0b | 29.7% | PE52.4x | |
| CDI Christian Dior | €710.00 | 5.0% +€6.1b | -0.6% | PE19.3x | |
| KER Kering | €413.80 | 5.3% +€2.5b | -21.0% | PE14.8x | |
| ML Compagnie Générale des Établissements Michelin Société en commandite par actions | €31.92 | 2.8% +€621.3m | 19.8% | PE9.6x |
