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French (CAC) Consumer Discretionary Sector Analysis

UpdatedDec 18, 2025
DataAggregated Company Financials
Companies98
  • 7D1.6%
  • 3M10.8%
  • 1Y-3.3%
  • YTD-3.3%

In the last week, the Consumer Discretionary industry is up 1.6%, with LVMH Moët Hennessy - Louis Vuitton Société Européenne up 2.1%. However, the industry is down 3.3% over the past year. 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, 18 Dec 2025€759.3b€430.7b€12.8b15.6x59.1x1.8x
Sat, 15 Nov 2025€768.1b€431.5b€12.8b19.1x59.9x1.8x
Mon, 13 Oct 2025€693.5b€431.3b€12.8b16.2x54.1x1.6x
Wed, 10 Sep 2025€658.5b€431.7b€12.9b16.1x51.2x1.5x
Fri, 08 Aug 2025€639.7b€431.6b€12.9b15.8x49.7x1.5x
Sun, 06 Jul 2025€674.7b€435.1b€28.9b14.5x23.3x1.6x
Tue, 03 Jun 2025€678.1b€435.3b€29.0b15.1x23.4x1.6x
Thu, 01 May 2025€681.8b€434.8b€29.0b13.2x23.5x1.6x
Sat, 29 Mar 2025€755.8b€435.0b€29.0b13.4x26x1.7x
Mon, 24 Feb 2025€881.0b€435.1b€30.0b12.3x29.4x2x
Wed, 22 Jan 2025€857.3b€433.2b€33.4b11.8x25.6x2x
Fri, 20 Dec 2024€777.5b€433.3b€33.4b10.4x23.3x1.8x
Sun, 17 Nov 2024€721.0b€432.9b€33.3b10.7x21.6x1.7x
Tue, 15 Oct 2024€778.2b€432.8b€33.4b10.9x23.3x1.8x
Thu, 12 Sep 2024€721.4b€433.4b€33.5b10.4x21.6x1.7x
Sat, 10 Aug 2024€754.5b€433.5b€33.5b11.1x22.5x1.7x
Mon, 08 Jul 2024€834.5b€434.9b€36.7b11.7x22.7x1.9x
Wed, 05 Jun 2024€858.2b€434.8b€36.7b13.8x23.4x2x
Fri, 03 May 2024€886.6b€433.7b€36.6b13.3x24.2x2x
Sun, 31 Mar 2024€947.0b€433.5b€36.5b12.8x26x2.2x
Tue, 27 Feb 2024€947.5b€433.1b€36.5b11.4x26x2.2x
Thu, 25 Jan 2024€788.4b€432.4b€38.7b10x20.4x1.8x
Sat, 23 Dec 2023€843.3b€432.3b€38.7b10.1x21.8x2x
Mon, 20 Nov 2023€820.8b€431.3b€39.4b10.2x20.8x1.9x
Wed, 18 Oct 2023€766.6b€430.5b€39.8b10x19.3x1.8x
Fri, 15 Sep 2023€847.0b€430.2b€39.7b11.6x21.3x2x
Sun, 13 Aug 2023€907.4b€430.1b€39.7b11.4x22.8x2.1x
Tue, 11 Jul 2023€905.9b€403.6b€34.6b12.1x26.2x2.2x
Thu, 08 Jun 2023€899.7b€402.0b€34.9b10.9x25.8x2.2x
Sat, 06 May 2023€960.6b€400.2b€34.3b11.7x28x2.4x
Mon, 03 Apr 2023€933.0b€399.0b€34.1b12.9x27.3x2.3x
Wed, 01 Mar 2023€881.4b€399.8b€34.2b12.9x25.8x2.2x
Fri, 27 Jan 2023€881.8b€370.2b€31.4b12.8x28.1x2.4x
Sun, 25 Dec 2022€752.3b€370.1b€31.4b12.1x24x2x
Price to Earnings Ratio

24x


Total Market Cap: €752.3bTotal Earnings: €31.4bTotal Revenue: €370.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 28.1x202320242025
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 59.1x which is higher than its 3-year average PE of 28.1x.
  • 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 5.2% 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 Market0.73%
Consumer Discretionary1.56%
Hospitality3.29%
Auto Components2.99%
General Merchandise and Department Stores2.40%
Leisure2.35%
Luxury1.44%
Auto1.32%
Consumer Durables0.70%
Specialty Stores0.54%
Online Retail and Ecommerce0%0
Retail Distributors-0.71%
Consumer Services-0.82%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 121x.
    • 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 8.8% 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€637.402.0%
+€6.1b		1.6%PE28.9x
KER Kering€310.306.3%
+€2.3b		32.2%PE52.2x
CDI Christian Dior€589.001.6%
+€1.7b		0.5%PE23.3x
RMS Hermès International Société en commandite par actions€2.14k0.6%
+€1.4b		-6.6%PE50.2x
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€28.351.6%
+€317.2m		-11.1%PE12.5x

Latest News

OPM
€15.91
OPmobility
7D
4.7%
1Y
61.5%

OPM: Rising Margin Hopes Will Eventually Clash With Execution Risks

Analysts have raised their price target on OPmobility to EUR 17.00 from EUR 16.30. They cite a higher fair value estimate and slightly improved long term profit margin expectations, despite a modestly higher discount rate and a softer revenue growth outlook.
SW
€46.82
Sodexo
7D
3.6%
1Y
-39.0%

Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70

Dec 17
Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70
AC
€47.14
Accor
7D
2.0%
1Y
1.7%

AC: Lower Discount Rate Will Support Stronger Margin Outlook

Analysts have raised their price target on Accor from EUR 52.00 to EUR 53.00, citing a modestly lower discount rate and slightly improved profit margin expectations as key supports for the upward revision. Analyst Commentary Bullish analysts highlight that the higher price target reflects growing confidence in Accor's ability to expand margins and sustain profitable growth, even in a more normalized travel demand environment.
KER
€310.30
Kering
7D
6.3%
1Y
32.2%

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
€637.40
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
2.0%
1Y
1.6%

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.
RNO
€35.69
Renault
7D
-1.5%
1Y
-22.9%

RNO: Negative Stub Pricing Will Reward Execution Amid EV Transition Costs

Analysts have modestly lowered their price target on Renault to EUR 36, trimming fair value from about EUR 46.00 to roughly EUR 45.68. They cite a balance between slightly improved growth expectations and pressures from Chinese competition, electric vehicle transition costs, and regulatory headwinds in Europe.
RMS
€2,144.00
Hermès International Société en commandite par actions
7D
0.6%
1Y
-6.6%

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

Analysts have modestly trimmed their price targets on Hermès International Société en commandite par actions, cutting our fair value estimate by about EUR 6 to reflect slightly lower long term growth and margin expectations amid a more cautious stance on the luxury sector. Analyst Commentary Recent Street research reflects a more balanced and selective stance on Hermès, with price targets modestly reduced and ratings gravitating toward neutral positioning as growth normalizes from the post pandemic surge.
RBO
€32.40
Roche Bobois
7D
-3.0%
1Y
-12.0%
SK
€49.36
SEB
7D
-1.0%
1Y
-43.2%

SK: Stable Earnings Profile Will Support Future Share Momentum

Analysts have modestly reduced their price target on SEB, trimming it by SEK 13 to SEK 167, citing slightly lower long term return assumptions. These are reflected in a marginally reduced discount rate and future P/E multiple.
ML
€28.35
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
1.6%
1Y
-11.1%

ML Share Price Will Recover As Premium Mix Supports Margin Stability

Analysts have nudged their fair value estimate for Compagnie Générale des Établissements Michelin Société en commandite par actions slightly lower, from approximately EUR 31.60 to around EUR 31.35. This reflects trimmed expectations for revenue growth and profit margins, even as Michelin remains a preferred name in the European tire sector.
NACON
€0.52
Nacon
7D
-9.9%
1Y
-4.6%
CDI
€589.00
Christian Dior
7D
1.6%
1Y
0.5%

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

Nov 29
Christian Dior (EPA:CDI) Has Announced A Dividend Of €6.05
MDM
€1.95
Maisons du Monde
7D
-4.4%
1Y
-51.6%

Estimating The Intrinsic Value Of Maisons du Monde S.A. (EPA:MDM)

Nov 05
Estimating The Intrinsic Value Of Maisons du Monde S.A. (EPA:MDM)
ALVDM
€168.50
Voyageurs du Monde
7D
-2.9%
1Y
20.5%
FNAC
€28.50
Fnac Darty
7D
-2.1%
1Y
-1.4%
MLHMC
€6,100.00
Hotel Majestic Cannes
7D
-8.3%
1Y
17.3%