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French (CAC) Consumer Discretionary Sector Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies97
  • 7D-0.3%
  • 3M-5.9%
  • 1Y-20.0%
  • YTD-10.2%

Over the last 7 days, the Consumer Discretionary industry has remained flat. Unfortunately though, the industry is down 20% over the past 12 months. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

Has the French Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Feb 2026€687.4b€427.6b€12.8b14.7x53.8x1.6x
Wed, 07 Jan 2026€773.1b€431.6b€12.8b15.3x60.2x1.8x
Fri, 05 Dec 2025€758.0b€430.6b€12.9b17.4x59x1.8x
Sun, 02 Nov 2025€746.8b€431.3b€12.8b17.2x58.3x1.7x
Tue, 30 Sep 2025€688.3b€431.5b€12.8b15.5x53.8x1.6x
Thu, 28 Aug 2025€667.8b€431.6b€12.9b15.4x51.9x1.5x
Sat, 26 Jul 2025€689.2b€433.9b€26.9b14.3x25.6x1.6x
Mon, 23 Jun 2025€642.6b€435.3b€28.9b14.7x22.2x1.5x
Wed, 21 May 2025€717.5b€434.7b€28.9b14.6x24.8x1.7x
Fri, 18 Apr 2025€662.0b€434.8b€29.0b13.8x22.9x1.5x
Sun, 16 Mar 2025€783.6b€435.1b€29.1b13.4x26.9x1.8x
Tue, 11 Feb 2025€866.4b€431.4b€31.4b12.2x27.6x2x
Thu, 09 Jan 2025€790.7b€433.1b€33.4b11.6x23.7x1.8x
Sat, 07 Dec 2024€775.1b€433.3b€33.4b9.4x23.2x1.8x
Mon, 04 Nov 2024€742.5b€432.8b€33.3b9.8x22.3x1.7x
Wed, 02 Oct 2024€788.5b€432.7b€33.4b11.4x23.6x1.8x
Fri, 30 Aug 2024€801.1b€433.5b€33.5b10.8x23.9x1.8x
Sun, 28 Jul 2024€787.7b€433.5b€33.5b11.2x23.5x1.8x
Tue, 25 Jun 2024€850.1b€434.9b€36.7b13.2x23.2x2x
Thu, 23 May 2024€871.9b€434.6b€36.7b13.8x23.8x2x
Sat, 20 Apr 2024€914.9b€433.1b€36.4b13.2x25.1x2.1x
Mon, 18 Mar 2024€974.3b€433.4b€36.3b12.5x26.8x2.2x
Wed, 14 Feb 2024€903.6b€432.8b€37.0b11.4x24.4x2.1x
Fri, 12 Jan 2024€783.7b€432.4b€38.7b10.8x20.3x1.8x
Sun, 10 Dec 2023€850.5b€432.3b€38.7b10.1x22x2x
Tue, 07 Nov 2023€796.2b€431.3b€39.4b10x20.2x1.8x
Thu, 05 Oct 2023€806.2b€430.5b€39.8b10.3x20.3x1.9x
Sat, 02 Sep 2023€873.5b€430.2b€39.7b12.4x22x2x
Mon, 31 Jul 2023€936.4b€430.2b€39.7b12.6x23.6x2.2x
Wed, 28 Jun 2023€914.8b€403.6b€34.6b11.5x26.5x2.3x
Fri, 26 May 2023€903.4b€403.4b€34.6b11.3x26.1x2.2x
Sun, 23 Apr 2023€981.3b€400.2b€34.3b11.8x28.6x2.5x
Tue, 21 Mar 2023€885.5b€399.8b€34.2b12.4x25.9x2.2x
Thu, 16 Feb 2023€893.0b€384.2b€32.5b13x27.5x2.3x
Price to Earnings Ratio

27.5x


Total Market Cap: €893.0bTotal Earnings: €32.5bTotal Revenue: €384.2bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 29.6x202420252026
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 53.8x which is higher than its 3-year average PE of 29.6x.
  • The 3-year average PS ratio of 1.9x 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 declined 27% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.6% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the French Consumer Discretionary sector?

FR Market1.22%
Consumer Discretionary-0.33%
Auto Components4.63%
Hospitality3.50%
Consumer Durables2.75%
Specialty Stores0.92%
Consumer Services0.17%
Online Retail and Ecommerce0%0
Leisure-0.68%
Luxury-0.76%
General Merchandise and Department Stores-1.79%
Auto-2.01%
Retail Distributors-2.45%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 12.0x.
    • Analysts are expecting annual earnings growth of 70.5%, which is higher than its past year's earnings decline of 28.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 71% over the next 5 years.
  • This is better than its past earnings decline of 28% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 9.0% 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
RMS Hermès International Société en commandite par actions€2.06k1.3%
+€2.7b		-24.1%PE48.1x
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€32.985.2%
+€1.1b		-0.3%PE14.6x
AC Accor€48.786.4%
+€685.2m		-2.2%PE19.5x
SW Sodexo€45.184.7%
+€296.3m		-36.6%PE9.4x
FR Valeo€12.525.9%
+€169.9m		18.2%PE24.5x

Latest News

FDJU
€22.70
FDJ United
7D
1.6%
1Y
-37.4%

FDJU: Higher Required Return Will Still Allow Multiple Expansion Upside

Analysts have reduced their fair value estimate for FDJ United from €30.68 to €29.55. This change mainly reflects a slightly higher discount rate, modestly adjusted revenue growth assumptions and a lower future P/E multiple, while profit margin expectations remain broadly unchanged.
FR
€12.52
Valeo
7D
5.9%
1Y
18.2%

FR: Future Returns Will Likely Be Capped By Execution Risk After Renault Exit

Narrative Update: Valeo Analyst Target Move Analysts have lifted their blended price target on Valeo by about €1, reflecting updated views on slightly higher revenue growth, modestly improved profit margin assumptions, and a small adjustment to future P/E expectations. Analyst Commentary Recent research has focused on recalibrating Valeo’s potential upside rather than making sweeping calls on the business.
AC
€48.78
Accor
7D
6.4%
1Y
-2.2%
RNO
€30.87
Renault
7D
-3.2%
1Y
-37.2%

RNO: Negative Stub Pricing And EV Alliances Will Drive Future Repricing

Analysts have trimmed their Renault price targets by a few euros, reflecting slightly lower fair value estimates along with more cautious assumptions on revenue growth, profit margins and future P/E after a series of recent downgrades and target cuts from major banks. Analyst Commentary Recent research on Renault has mixed tones, but there are still some clear points that more supportive analysts highlight when they look past the headline downgrades and target cuts.
CDI
€505.00
Christian Dior
7D
-1.4%
1Y
-19.7%

There May Be Some Bright Spots In Christian Dior's (EPA:CDI) Earnings

Feb 06
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ALVDM
€150.00
Voyageurs du Monde
7D
-5.1%
1Y
5.6%

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Feb 06
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MC
€536.20
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
-2.0%
1Y
-21.6%

MC: French Tax Changes And Buybacks Will Support Luxury Leader’s Future Positioning

Narrative Update: LVMH Moët Hennessy - Louis Vuitton SE The updated analyst price target for LVMH has edged lower to about €800 from roughly €820, as analysts factor in a slightly higher discount rate, a modestly lower future P/E assumption, and recent mixed research moves, including target cuts and a downgrade, alongside at least one upgrade. Analyst Commentary Recent research on LVMH Moët Hennessy - Louis Vuitton Société Européenne has been mixed, but it includes some clearly bullish signals that support the current valuation framework and help explain why price targets remain clustered at relatively elevated absolute levels.
RMS
€2,055.00
Hermès International Société en commandite par actions
7D
1.3%
1Y
-24.1%

RMS: Brand Strength And Jefferies Upgrade Will Support Elevated Future P/E

Analysts have kept their fair value estimate for Hermès International Société en commandite par actions steady at €2,800.00, citing updated assumptions around discount rate, revenue growth, profit margins and future P/E following recent research that includes an upgrade reported by Jefferies. Analyst Commentary Bullish analysts keeping the fair value estimate at €2,800.00 see this level as consistent with their refreshed assumptions on discount rate, revenue trajectory, profit margins and the P/E they are willing to apply to Hermès International Société en commandite par actions.
SK
€50.20
SEB
7D
5.4%
1Y
-44.6%

What Does SEB SA's (EPA:SK) Share Price Indicate?

Feb 05
What Does SEB SA's (EPA:SK) Share Price Indicate?
ML
€32.98
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
5.2%
1Y
-0.3%
SW
€45.18
Sodexo
7D
4.7%
1Y
-36.6%

SW: Higher Discount Rate And Dividend Support Ongoing Cash Flow Resilience

Analysts have trimmed their price expectations for Sodexo. Our updated fair value estimate has moved from €54.44 to €51.56, reflecting recent target cuts and more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples.
KER
€258.05
Kering
7D
-2.3%
1Y
6.8%

KER: Beauty Sale And Weaker Execution Outlook Will Limit Future Upside

Analysts have revised their fair value estimate for Kering to €178.88, up from €175.91. This change reflects updated views on the company's margin outlook and future P/E assumptions following recent mixed price target moves and commentary on the shares.
OPM
€16.68
OPmobility
7D
3.2%
1Y
61.5%

OPM: Future Returns Will Depend On Earnings Delivery And Leadership Continuity

Analysts have raised their price targets on OPmobility, lifting our fair value estimate from €13.61 to €16.44. This change is supported by updated assumptions for discount rates, margins and future P/E multiples reflected in recent research from major banks.
ARAMI
€4.30
Aramis Group SAS
7D
-6.8%
1Y
-43.9%

AI Adoption And Market Share Gains Will Shape A Stronger Used Car Retailer

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ELIOR
€2.75
Elior Group
7D
-3.5%
1Y
2.5%

ELIOR: Margin Execution And Buyback Plans Will Shape Balanced Future Prospects

Analysts have adjusted their fair value estimate for Elior Group to €3.12 from €3.06, reflecting recent price target updates such as a move from €4.00 to €3.60, while keeping core assumptions around the discount rate, revenue growth, profit margin and future P/E broadly in line with prior views. Analyst Commentary Recent research activity around Elior Group points to a more cautious stance on upside potential, while still seeing room for the shares to perform if the company can deliver on execution and earnings quality.
FCMC
€2,200.00
Société Fermière du Casino Municipal de Cannes
7D
-2.7%
1Y
48.6%