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French (CAC) Consumer Discretionary Sector Analysis

UpdatedJan 06, 2026
DataAggregated Company Financials
Companies97
  • 7D1.2%
  • 3M7.5%
  • 1Y-2.6%
  • YTD0.08%

The Consumer Discretionary industry is up 1.2% in the last week, with LVMH Moët Hennessy - Louis Vuitton Société Européenne up 1.5%. Overall in the last year, the industry is flat. 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
Tue, 06 Jan 2026€766.3b€431.6b€12.8b15.3x59.7x1.8x
Thu, 04 Dec 2025€754.0b€431.6b€12.8b17.4x58.7x1.7x
Sat, 01 Nov 2025€746.8b€431.3b€12.8b16.8x58.3x1.7x
Mon, 29 Sep 2025€676.5b€431.5b€12.8b15.1x52.9x1.6x
Wed, 27 Aug 2025€653.0b€431.6b€12.9b15.8x50.8x1.5x
Fri, 25 Jul 2025€672.5b€436.2b€28.9b14.5x23.3x1.5x
Sun, 22 Jun 2025€642.6b€435.3b€28.9b14.7x22.2x1.5x
Tue, 20 May 2025€712.5b€434.6b€28.9b14.5x24.7x1.6x
Thu, 17 Apr 2025€670.3b€434.8b€29.0b13.8x23.1x1.5x
Sat, 15 Mar 2025€783.6b€435.1b€29.1b13.4x26.9x1.8x
Mon, 10 Feb 2025€860.3b€431.4b€31.4b12.1x27.4x2x
Wed, 08 Jan 2025€796.9b€433.1b€33.4b11.6x23.8x1.8x
Fri, 06 Dec 2024€751.4b€433.3b€33.4b9.4x22.5x1.7x
Sun, 03 Nov 2024€742.5b€432.8b€33.3b9.6x22.3x1.7x
Tue, 01 Oct 2024€814.7b€433.1b€33.4b10.3x24.4x1.9x
Thu, 29 Aug 2024€789.3b€433.5b€33.5b11.1x23.6x1.8x
Sat, 27 Jul 2024€787.8b€433.0b€33.5b11.2x23.5x1.8x
Mon, 24 Jun 2024€839.9b€434.9b€36.7b13.1x22.9x1.9x
Wed, 22 May 2024€895.2b€434.6b€36.7b13.8x24.4x2.1x
Fri, 19 Apr 2024€914.9b€433.1b€36.4b13.2x25.1x2.1x
Sun, 17 Mar 2024€974.3b€433.4b€36.3b12.5x26.8x2.2x
Tue, 13 Feb 2024€921.7b€433.9b€37.4b10.4x24.7x2.1x
Thu, 11 Jan 2024€794.2b€432.4b€38.7b10.8x20.5x1.8x
Sat, 09 Dec 2023€850.5b€432.3b€38.7b10.1x22x2x
Mon, 06 Nov 2023€801.0b€431.3b€39.4b9.9x20.3x1.9x
Wed, 04 Oct 2023€806.2b€430.3b€39.7b10.2x20.3x1.9x
Fri, 01 Sep 2023€881.1b€430.2b€39.7b12.5x22.2x2x
Sun, 30 Jul 2023€936.3b€430.2b€39.7b12.5x23.6x2.2x
Tue, 27 Jun 2023€914.8b€403.6b€34.6b11.2x26.5x2.3x
Thu, 25 May 2023€903.4b€403.4b€34.6b11.3x26.1x2.2x
Sat, 22 Apr 2023€981.3b€400.2b€34.3b11.8x28.6x2.5x
Mon, 20 Mar 2023€869.5b€399.8b€34.2b12.5x25.4x2.2x
Wed, 15 Feb 2023€893.0b€384.2b€32.5b12.7x27.5x2.3x
Fri, 13 Jan 2023€854.5b€370.1b€31.4b12.8x27.2x2.3x
Price to Earnings Ratio

27.2x


Total Market Cap: €854.5bTotal Earnings: €31.4bTotal Revenue: €370.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 28.7x202420252026
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 59.7x which is higher than its 3-year average PE of 28.7x.
  • 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 Market1.38%
Consumer Discretionary1.23%
General Merchandise and Department Stores3.80%
Specialty Stores2.35%
Auto Components2.08%
Luxury1.24%
Retail Distributors1.19%
Auto0.97%
Leisure0.76%
Consumer Durables0.34%
Hospitality0.29%
Online Retail and Ecommerce0%0
Consumer Services-2.48%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 27.8x.
    • Analysts are expecting annual earnings growth of 11.3%, which is higher than its past year's earnings decline of 21.3% per year.
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 9.2% 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€644.400.8%
+€2.5b		-0.02%PE29.2x
RMS Hermès International Société en commandite par actions€2.14k0.9%
+€2.1b		-9.4%PE50.1x
KER Kering€315.555.0%
+€1.8b		36.1%PE53.1x
CDI Christian Dior€604.001.5%
+€1.6b		-0.3%PE23.9x
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€29.303.6%
+€694.3m		-7.5%PE12.9x

Latest News

TRI
€171.70
Trigano
7D
-1.7%
1Y
38.0%
ML
€29.30
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
3.6%
1Y
-7.5%

ML: Higher Discount Rate And Lower P E Will Pressure Near Term Returns

The analyst fair value estimate for Compagnie Générale des Établissements Michelin Société en commandite par actions has moved from €28.00 to €25.00. This reflects updated assumptions on discount rate, revenue growth, profit margins and future P/E in the context of recent Street research, where several banks trimmed price targets but still highlighted Michelin as offering the most upside within the European tire group.
KER
€315.55
Kering
7D
5.0%
1Y
36.1%

KER: Beauty Business Sale Will Likely Cap Near-Term Upside For Shares

The analyst price target for Kering has been revised upward from EUR 135 to about EUR 176. Analysts cite a more constructive view on the group’s medium term growth and profitability despite mixed rating actions and concerns about a slower luxury demand backdrop.
RNO
€34.98
Renault
7D
-1.4%
1Y
-26.1%

Renault (EPA:RNO) Is Experiencing Growth In Returns On Capital

Jan 04
Renault (EPA:RNO) Is Experiencing Growth In Returns On Capital
AC
€47.64
Accor
7D
-0.8%
1Y
2.5%

Some Confidence Is Lacking In Accor SA's (EPA:AC) P/E

Jan 03
Some Confidence Is Lacking In Accor SA's (EPA:AC) P/E
MC
€644.40
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
0.8%
1Y
-0.02%
SK
€51.50
SEB
7D
3.4%
1Y
-40.4%

SEB SA (EPA:SK) Not Flying Under The Radar

Dec 31
SEB SA (EPA:SK) Not Flying Under The Radar
FR
€12.05
Valeo
7D
2.8%
1Y
28.0%

Valeo (EPA:FR) Is Looking To Continue Growing Its Returns On Capital

Dec 31
Valeo (EPA:FR) Is Looking To Continue Growing Its Returns On Capital
ELIOR
€2.75
Elior Group
7D
-1.4%
1Y
6.8%
FDJU
€23.20
FDJ United
7D
-1.2%
1Y
-36.8%

FDJU Slower Revenue Outlook Will Shape Margins And Repricing Ahead

The analyst price target for FDJ United has been revised lower from EUR 27.80 to EUR 22.50 as analysts factor in slightly slower expected revenue growth, a higher discount rate, and a de rating of future earnings multiples, partly offset by improved profit margin forecasts. Analyst Commentary Recent Street research reflects a more cautious stance on FDJ United, with multiple price target reductions signaling rising skepticism about the companys medium term growth and valuation support.
RMS
€2,142.00
Hermès International Société en commandite par actions
7D
0.9%
1Y
-9.4%

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
€44.44
Sodexo
7D
2.0%
1Y
-39.1%

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.
RBO
€30.00
Roche Bobois
7D
-6.8%
1Y
-18.5%
CDI
€604.00
Christian Dior
7D
1.5%
1Y
-0.3%

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

Nov 29
Christian Dior (EPA:CDI) Has Announced A Dividend Of €6.05
SMCP
€6.21
SMCP
7D
-3.0%
1Y
79.5%
ALVDM
€162.00
Voyageurs du Monde
7D
-3.3%
1Y
9.5%