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French (CAC) Consumer Discretionary Sector Analysis
UpdatedJul 11, 2025
DataAggregated Company Financials
Companies100
- 7D4.0%
- 3M3.3%
- 1Y-14.6%
- YTD-9.8%
The Consumer Discretionary industry is up 4.0% in the last week, with Hermès International Société en commandite par actions up 4.0%. During this same period, the FDJ United underperformed, falling 7.4%. However, the industry is down 15% over the past year. Earnings are forecast to grow by 9.1% 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 |
|---|---|---|---|---|---|---|
| Sun, 13 Jul 2025 | €709.7b | €435.1b | €28.9b | 14.8x | 24.6x | 1.6x |
| Tue, 10 Jun 2025 | €666.8b | €435.3b | €28.9b | 15x | 23.1x | 1.5x |
| Thu, 08 May 2025 | €681.7b | €434.8b | €29.0b | 13.4x | 23.5x | 1.6x |
| Sat, 05 Apr 2025 | €690.8b | €435.2b | €29.0b | 12.7x | 23.8x | 1.6x |
| Mon, 03 Mar 2025 | €874.1b | €434.9b | €29.3b | 13.4x | 29.8x | 2x |
| Wed, 29 Jan 2025 | €905.3b | €433.2b | €33.4b | 11.8x | 27.1x | 2.1x |
| Fri, 27 Dec 2024 | €782.8b | €433.3b | €33.4b | 10.9x | 23.4x | 1.8x |
| Sun, 24 Nov 2024 | €713.8b | €433.0b | €33.4b | 10.2x | 21.4x | 1.6x |
| Tue, 22 Oct 2024 | €742.4b | €432.8b | €33.4b | 10.1x | 22.3x | 1.7x |
| Thu, 19 Sep 2024 | €717.0b | €433.4b | €33.4b | 10.8x | 21.4x | 1.7x |
| Sat, 17 Aug 2024 | €781.8b | €433.5b | €33.5b | 10.9x | 23.3x | 1.8x |
| Mon, 15 Jul 2024 | €845.2b | €434.9b | €36.7b | 11.5x | 23x | 1.9x |
| Wed, 12 Jun 2024 | €852.9b | €434.8b | €36.7b | 13.8x | 23.2x | 2x |
| Fri, 10 May 2024 | €908.9b | €433.6b | €36.6b | 14x | 24.8x | 2.1x |
| Sun, 07 Apr 2024 | €923.8b | €433.5b | €36.5b | 13.2x | 25.3x | 2.1x |
| Tue, 05 Mar 2024 | €946.4b | €433.2b | €36.3b | 11.9x | 26.1x | 2.2x |
| Thu, 01 Feb 2024 | €865.1b | €435.3b | €37.5b | 10.8x | 23.1x | 2x |
| Sat, 30 Dec 2023 | €839.4b | €432.3b | €38.7b | 10.9x | 21.7x | 1.9x |
| Mon, 27 Nov 2023 | €821.6b | €431.9b | €39.5b | 9.8x | 20.8x | 1.9x |
| Wed, 25 Oct 2023 | €759.7b | €431.6b | €39.7b | 9.7x | 19.2x | 1.8x |
| Fri, 22 Sep 2023 | €823.6b | €430.2b | €39.7b | 11x | 20.8x | 1.9x |
| Sun, 20 Aug 2023 | €868.3b | €430.2b | €39.7b | 11.6x | 21.9x | 2x |
| Tue, 18 Jul 2023 | €930.2b | €403.6b | €34.6b | 12.3x | 26.9x | 2.3x |
| Thu, 15 Jun 2023 | €937.2b | €403.6b | €34.6b | 11.3x | 27.1x | 2.3x |
| Sat, 13 May 2023 | €961.7b | €401.4b | €34.3b | 11.7x | 28x | 2.4x |
| Mon, 10 Apr 2023 | €916.7b | €399.8b | €34.2b | 12.6x | 26.8x | 2.3x |
| Wed, 08 Mar 2023 | €905.4b | €399.9b | €34.2b | 13.1x | 26.4x | 2.3x |
| Fri, 03 Feb 2023 | €899.2b | €377.1b | €32.2b | 13.2x | 27.9x | 2.4x |
| Sun, 01 Jan 2023 | €765.3b | €370.1b | €31.4b | 11.7x | 24.4x | 2.1x |
| Tue, 29 Nov 2022 | €783.2b | €369.7b | €30.5b | 11.7x | 25.7x | 2.1x |
| Thu, 27 Oct 2022 | €731.1b | €369.2b | €30.6b | 11.1x | 23.9x | 2x |
| Sat, 24 Sep 2022 | €725.0b | €389.8b | €32.2b | 11x | 22.5x | 1.9x |
| Mon, 22 Aug 2022 | €842.9b | €390.0b | €32.2b | 12.4x | 26.2x | 2.2x |
| Wed, 20 Jul 2022 | €740.0b | €358.9b | €29.3b | 12x | 25.2x | 2.1x |
Price to Earnings Ratio
25.2x
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 24.2x.
- The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.6x.
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 6.6% 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 | 2.10% | |
| Consumer Discretionary | 4.02% | |
| Luxury | 4.38% | |
| Auto Components | 3.83% | |
| Auto | 2.82% | |
| Retail Distributors | 2.49% | |
| Leisure | 2.16% | |
| Consumer Durables | 1.79% | |
| Consumer Services | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Specialty Stores | -0.53% | |
| Hospitality | -0.96% | |
| General Merchandise and Department Stores | -2.65% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 70.2x.
- Analysts are expecting annual earnings growth of 2.3%, which is higher than its past year's earnings decline of 53.5% per year.
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 Consumer Services industry is expected to see its earnings grow by 2.3% 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 | |
|---|---|---|---|---|---|
| RMS Hermès International Société en commandite par actions | €2.44k | 4.0% +€9.9b | 12.3% | PE55.5x | |
| MC LVMH Moët Hennessy - Louis Vuitton Société Européenne | €487.70 | 2.2% +€5.2b | -32.7% | PE19.4x | |
| CDI Christian Dior | €461.00 | 2.3% +€1.8b | -31.8% | PE16x | |
| ML Compagnie Générale des Établissements Michelin Société en commandite par actions | €32.19 | 2.3% +€508.1m | -8.2% | PE12.1x | |
| AC Accor | €47.36 | 2.9% +€317.6m | 19.9% | PE19.8x |
