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French (CAC) Consumer Discretionary Sector Analysis

UpdatedFeb 05, 2026
DataAggregated Company Financials
Companies97
  • 7D-0.2%
  • 3M-5.4%
  • 1Y-20.3%
  • YTD-10.2%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Compagnie Générale des Établissements Michelin Société en commandite par actions gained 7.7%. 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
Thu, 05 Feb 2026€686.9b€427.6b€12.8b15.2x53.8x1.6x
Sat, 03 Jan 2026€765.7b€431.6b€12.8b15.4x59.6x1.8x
Mon, 01 Dec 2025€756.5b€431.6b€12.8b17.3x58.9x1.8x
Wed, 29 Oct 2025€759.0b€431.3b€12.8b15.7x59.3x1.8x
Fri, 26 Sep 2025€668.9b€431.5b€12.8b15.3x52.3x1.6x
Sun, 24 Aug 2025€663.1b€431.6b€12.9b16.4x51.6x1.5x
Tue, 22 Jul 2025€673.5b€435.2b€28.9b14.4x23.3x1.5x
Thu, 19 Jun 2025€655.8b€435.3b€28.9b15.2x22.7x1.5x
Sat, 17 May 2025€718.5b€434.8b€29.0b14.1x24.8x1.7x
Mon, 14 Apr 2025€686.3b€434.8b€29.0b13x23.7x1.6x
Wed, 12 Mar 2025€793.4b€435.1b€29.1b13.8x27.2x1.8x
Fri, 07 Feb 2025€876.5b€431.4b€31.4b12.1x27.9x2x
Sun, 05 Jan 2025€760.8b€433.1b€33.4b11.5x22.8x1.8x
Tue, 03 Dec 2024€743.1b€433.3b€33.4b9.7x22.2x1.7x
Thu, 31 Oct 2024€748.9b€433.0b€33.3b9.8x22.5x1.7x
Sat, 28 Sep 2024€831.5b€433.1b€33.4b10.9x24.9x1.9x
Mon, 26 Aug 2024€807.9b€433.5b€33.5b11.1x24.1x1.9x
Wed, 24 Jul 2024€810.3b€434.8b€36.7b11.6x22.1x1.9x
Fri, 21 Jun 2024€839.9b€434.9b€36.7b13.2x22.9x1.9x
Sun, 19 May 2024€906.3b€434.6b€36.7b13.8x24.7x2.1x
Tue, 16 Apr 2024€913.0b€433.1b€36.4b13.3x25.1x2.1x
Thu, 14 Mar 2024€973.4b€433.4b€36.3b12.5x26.8x2.2x
Sat, 10 Feb 2024€911.8b€433.3b€37.0b10.4x24.6x2.1x
Mon, 08 Jan 2024€795.2b€432.3b€38.7b10.8x20.6x1.8x
Wed, 06 Dec 2023€823.9b€432.2b€38.7b10.1x21.3x1.9x
Fri, 03 Nov 2023€798.2b€431.3b€39.4b9.8x20.2x1.9x
Sun, 01 Oct 2023€808.9b€430.3b€39.7b10.6x20.4x1.9x
Tue, 29 Aug 2023€889.7b€430.2b€39.7b12.2x22.4x2.1x
Thu, 27 Jul 2023€897.6b€416.0b€37.3b12.1x24x2.2x
Sat, 24 Jun 2023€910.3b€403.6b€34.6b11.1x26.3x2.3x
Mon, 22 May 2023€958.5b€403.3b€34.6b11.4x27.7x2.4x
Wed, 19 Apr 2023€966.8b€400.2b€34.3b12.5x28.2x2.4x
Fri, 17 Mar 2023€885.2b€399.8b€34.2b12.7x25.9x2.2x
Sun, 12 Feb 2023€877.8b€384.2b€32.5b12.9x27x2.3x
Price to Earnings Ratio

27x


Total Market Cap: €877.8bTotal Earnings: €32.5bTotal Revenue: €384.2bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 29.5x202420252026
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 29.5x.
  • 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 Market1.57%
Consumer Discretionary-0.23%
Auto Components6.74%
Retail Distributors6.24%
Consumer Durables4.23%
Hospitality4.13%
General Merchandise and Department Stores1.14%
Auto0.32%
Consumer Services0.17%
Online Retail and Ecommerce0%0
Specialty Stores-0.25%
Luxury-0.83%
Leisure-1.53%
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 70.2%, 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 70% 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€2.05k1.1%
+€2.3b		-25.7%PE47.9x
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€32.955.1%
+€1.1b		-0.3%PE14.5x
AC Accor€48.256.3%
+€673.5m		-3.4%PE19.3x
SW Sodexo€45.445.9%
+€366.0m		-36.4%PE9.5x
SK SEB€48.908.4%
+€207.1m		-46.8%PE20.2x

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1Y
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ML
€32.95
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
5.1%
1Y
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SW
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1Y
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€2.81
Elior Group
7D
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1Y
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FR
€12.65
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RMS
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Hermès International Société en commandite par actions
7D
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1Y
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AC
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Accor
7D
6.3%
1Y
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