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French (CAC) Consumer Discretionary Sector Analysis

UpdatedDec 28, 2025
DataAggregated Company Financials
Companies98
  • 7D-0.3%
  • 3M11.7%
  • 1Y-3.9%
  • YTD-3.8%

In the last week, Consumer Discretionary has been flat. Unfortunately though, the industry is down 3.9% over the past 12 months. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 28 Dec 2025€755.0b€431.6b€12.8b15.4x58.8x1.7x
Tue, 25 Nov 2025€747.4b€431.5b€12.9b17x57.9x1.7x
Thu, 23 Oct 2025€761.1b€431.3b€12.8b15.9x59.4x1.8x
Sat, 20 Sep 2025€679.5b€431.6b€12.9b15.9x52.8x1.6x
Mon, 18 Aug 2025€644.5b€431.6b€12.9b16.1x50.1x1.5x
Wed, 16 Jul 2025€681.3b€435.2b€28.9b14.5x23.6x1.6x
Fri, 13 Jun 2025€666.5b€435.3b€28.9b15.1x23x1.5x
Sun, 11 May 2025€695.8b€434.8b€29.0b13.6x24x1.6x
Tue, 08 Apr 2025€657.6b€435.2b€29.0b12.7x22.7x1.5x
Thu, 06 Mar 2025€846.2b€434.9b€29.3b13.6x28.9x1.9x
Sat, 01 Feb 2025€878.3b€431.4b€31.4b12.2x28x2x
Mon, 30 Dec 2024€787.1b€433.3b€33.4b11.4x23.6x1.8x
Wed, 27 Nov 2024€727.3b€433.0b€33.4b10.2x21.8x1.7x
Fri, 25 Oct 2024€756.0b€433.4b€33.4b10.8x22.6x1.7x
Sun, 22 Sep 2024€716.2b€433.4b€33.4b10.9x21.4x1.7x
Tue, 20 Aug 2024€797.4b€433.5b€33.5b10.8x23.8x1.8x
Thu, 18 Jul 2024€808.7b€434.8b€36.7b11.1x22x1.9x
Sat, 15 Jun 2024€828.1b€434.9b€36.7b12.9x22.6x1.9x
Mon, 13 May 2024€908.2b€433.6b€36.6b13.9x24.8x2.1x
Wed, 10 Apr 2024€914.6b€433.5b€36.5b12.8x25.1x2.1x
Fri, 08 Mar 2024€948.0b€433.3b€36.3b12.1x26.1x2.2x
Sun, 04 Feb 2024€871.2b€435.2b€37.5b10.7x23.2x2x
Tue, 02 Jan 2024€839.4b€432.3b€38.7b10.9x21.7x1.9x
Thu, 30 Nov 2023€803.8b€432.2b€39.6b9.6x20.3x1.9x
Sat, 28 Oct 2023€760.4b€431.3b€39.4b9.2x19.3x1.8x
Mon, 25 Sep 2023€828.6b€430.2b€39.7b11.1x20.9x1.9x
Wed, 23 Aug 2023€881.4b€430.2b€39.7b11.7x22.2x2x
Fri, 21 Jul 2023€931.1b€403.6b€34.6b12.5x27x2.3x
Sun, 18 Jun 2023€951.0b€403.6b€34.6b11.6x27.5x2.4x
Tue, 16 May 2023€961.1b€401.4b€34.3b11.8x28x2.4x
Thu, 13 Apr 2023€924.9b€399.8b€34.2b12.8x27x2.3x
Sat, 11 Mar 2023€890.8b€399.9b€34.2b13.1x26x2.2x
Mon, 06 Feb 2023€918.2b€377.1b€32.2b13.2x28.5x2.4x
Wed, 04 Jan 2023€782.2b€370.1b€31.4b12.1x24.9x2.1x
Price to Earnings Ratio

24.9x


Total Market Cap: €782.2bTotal Earnings: €31.4bTotal Revenue: €370.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 28.4x20242025
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 58.8x which is higher than its 3-year average PE of 28.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 26% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.3% 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 Market-0.39%
Consumer Discretionary-0.27%
Retail Distributors0.71%
Specialty Stores0.59%
Online Retail and Ecommerce0%0
Luxury-0.21%
Hospitality-0.37%
Consumer Durables-0.43%
Auto-1.00%
Auto Components-1.22%
Leisure-1.63%
General Merchandise and Department Stores-4.27%
Consumer Services-5.68%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 128x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 93% over the next 5 years.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 8.9% 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€632.100.06%
+€198.8m		-0.6%PE28.6x
KER Kering€303.600.3%
+€128.7m		27.6%PE51.1x
BAIN Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco€108.001.9%
+€49.0m		8.2%PE22.5x
CDA Compagnie des Alpes€25.051.4%
+€17.7m		67.9%PE11.9x
TRI Trigano€172.900.3%
+€11.6m		42.2%PE13.9x

Latest News

ML
€27.94
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
-1.4%
1Y
-12.7%

Compagnie Générale des Établissements Michelin Société en commandite par actions (EPA:ML) Has A Somewhat Strained Balance Sheet

Dec 27
Compagnie Générale des Établissements Michelin Société en commandite par actions (EPA:ML) Has A Somewhat Strained Balance Sheet
FR
€11.37
Valeo
7D
-1.0%
1Y
25.5%

FR: Strong Q3 Delivery Will Support Improving Margins Despite EV Contract Loss

Analysts have nudged their price targets on Valeo modestly higher, with recent revisions such as EUR 10.35 from EUR 8.80 and EUR 10.50 from EUR 10, supporting a slightly increased fair value estimate despite lingering concerns over divisional mix and margin pressure. Analyst Commentary Bullish analysts are cautiously turning more constructive on Valeo, highlighting improving fundamentals and a narrowing gap between the current share price and their reassessed fair value estimates.
FRVIA
€13.25
Forvia
7D
-1.3%
1Y
53.5%

FRVIA: Future Earnings May Disappoint If Global Auto Production Declines

Analysts have raised their price target on Forvia by EUR 0.85 to EUR 14.20, citing increased confidence in the company's strategy and the growth of its higher margin sales areas. Analyst Commentary While the latest target price revision reflects growing confidence in Forvia's strategic direction, not all market observers share the same optimism.
RNO
€35.73
Renault
7D
-1.5%
1Y
-23.7%

RNO: Restructuring And EV Partnerships Will Support Cash Generation And Margin Expansion

Analysts have nudged their fair value estimate for Renault up by about EUR 1 per share, reflecting slightly stronger long term revenue growth and margin expectations, even as they remain cautious on the sector outlook. Analyst Commentary Recent coverage underscores a cautiously constructive view on Renault, with fair value support anchored by a balance of structural challenges and underappreciated assets.
RMS
€2,095.00
Hermès International Société en commandite par actions
7D
-0.3%
1Y
-9.5%

RMS: Creative Leadership Changes Will Sustain Long Term Luxury Sector Outperformance

The analyst price target for Hermès International Société en commandite par actions has been trimmed modestly, with fair value easing by about EUR 7 to roughly EUR 2,378, as analysts incorporate slightly lower sector growth expectations and a more cautious stance on luxury demand. Analyst Commentary Recent research updates point to a more balanced stance on Hermès International Société en commandite par actions, with price targets nudged lower and ratings converging around neutral, as the luxury backdrop normalizes after several years of outsized growth.
SW
€43.80
Sodexo
7D
-0.4%
1Y
-44.5%

SW: Reset Expectations May Allow Upside From Efficiency Gains And Cash Flow Resilience

Analysts have lowered their price target on Sodexo from EUR 87.17 to EUR 65.50, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and a reduced future P/E multiple that aligns with recent downward revisions in Street targets. Analyst Commentary Recent Street commentary reflects a more cautious stance on Sodexo's valuation, but bullish analysts still highlight several supportive factors for the medium term.
ALLDL
€19.80
Groupe LDLC société anonyme
7D
9.1%
1Y
122.5%

Groupe LDLC société anonyme's (EPA:ALLDL) 29% Share Price Surge Not Quite Adding Up

Dec 21
Groupe LDLC société anonyme's (EPA:ALLDL) 29% Share Price Surge Not Quite Adding Up
AC
€47.60
Accor
7D
-1.0%
1Y
1.8%
CDA
€25.05
Compagnie des Alpes
7D
1.4%
1Y
67.9%

Compagnie des Alpes SA's (EPA:CDA) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

Dec 19
Compagnie des Alpes SA's (EPA:CDA) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
TRI
€172.90
Trigano
7D
0.3%
1Y
42.2%
KER
€303.60
Kering
7D
0.3%
1Y
27.6%

KER: Beauty Unit Sale To L'Oreal Will Support Luxury Portfolio Repositioning

Kering's analyst price target has been raised from EUR 313.67 to EUR 370 as analysts factor in higher expected revenue growth, improved profit margins and a modestly lower discount rate, despite a mixed set of rating changes across the Street. Analyst Commentary Recent research updates on Kering present a mixed backdrop, with rising price targets and selective upgrades offset by caution on valuation and luxury sector growth.
MC
€632.10
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
0.06%
1Y
-0.6%

MC: French Tax Changes Will Support Luxury Leader’s Cash Generation And Recovery

Analysts have lifted their consolidated price target for LVMH Moët Hennessy - Louis Vuitton Société Européenne by roughly EUR 110 per share. The increase reflects recent model revisions for French tax changes, stronger than expected Q3 sales and an improving view on luxury sector recovery, despite more muted long term demand growth assumptions.
VAC
€1.84
Pierre et Vacances
7D
1.3%
1Y
29.0%
BAIN
€108.00
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
1.9%
1Y
8.2%

Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN) Seems To Use Debt Rather Sparingly

Dec 03
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN) Seems To Use Debt Rather Sparingly
CDI
€581.50
Christian Dior
7D
-0.9%
1Y
-3.0%

Christian Dior (EPA:CDI) Has Announced A Dividend Of €6.05

Nov 29
Christian Dior (EPA:CDI) Has Announced A Dividend Of €6.05
MLSRP
€38.00
Speed Rabbit Pizza
7D
18.0%
1Y
90.0%

Returns On Capital Signal Tricky Times Ahead For Speed Rabbit Pizza (EPA:MLSRP)

Nov 21
Returns On Capital Signal Tricky Times Ahead For Speed Rabbit Pizza (EPA:MLSRP)