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French (CAC) Consumer Discretionary Sector Analysis

UpdatedNov 20, 2024
DataAggregated Company Financials
Companies104
  • 7D0.8%
  • 3M-11.8%
  • 1Y-13.1%
  • YTD-14.1%

In the last week, Consumer Discretionary has been flat. As for the longer term, the industry has declined 13% in the last year. Earnings are forecast to grow by 8.8% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 Nov 2024€709.7b€432.9b€33.3b10.7x21.3x1.6x
Sat, 19 Oct 2024€755.2b€432.8b€33.4b10.8x22.6x1.7x
Mon, 16 Sep 2024€724.6b€433.4b€33.4b10.8x21.7x1.7x
Wed, 14 Aug 2024€755.0b€433.5b€33.5b10.9x22.5x1.7x
Fri, 12 Jul 2024€830.0b€434.9b€36.7b11.3x22.6x1.9x
Sun, 09 Jun 2024€880.0b€434.8b€36.7b13.8x24x2x
Tue, 07 May 2024€900.9b€433.7b€36.6b13.4x24.6x2.1x
Thu, 04 Apr 2024€940.7b€433.5b€36.5b13.3x25.8x2.2x
Sat, 02 Mar 2024€953.5b€433.2b€36.3b11.6x26.3x2.2x
Mon, 29 Jan 2024€865.1b€435.3b€37.5b10x23.1x2x
Wed, 27 Dec 2023€843.4b€432.3b€38.7b10.6x21.8x2x
Fri, 24 Nov 2023€825.2b€431.3b€39.4b9.9x20.9x1.9x
Sun, 22 Oct 2023€753.7b€431.6b€39.7b9.6x19x1.7x
Tue, 19 Sep 2023€844.6b€430.2b€39.7b11.2x21.3x2x
Thu, 17 Aug 2023€894.3b€430.1b€39.7b11x22.5x2.1x
Sat, 15 Jul 2023€964.3b€403.6b€34.6b11.8x27.9x2.4x
Mon, 12 Jun 2023€907.8b€403.6b€34.6b11.4x26.2x2.2x
Wed, 10 May 2023€961.4b€401.4b€34.3b11.7x28x2.4x
Fri, 07 Apr 2023€916.7b€399.7b€34.3b12.5x26.8x2.3x
Sun, 05 Mar 2023€902.9b€399.8b€34.2b12.8x26.4x2.3x
Tue, 31 Jan 2023€881.9b€377.1b€32.2b12.9x27.4x2.3x
Thu, 29 Dec 2022€763.3b€370.0b€31.4b11.8x24.3x2.1x
Sat, 26 Nov 2022€782.7b€369.7b€30.5b11.9x25.6x2.1x
Mon, 24 Oct 2022€698.2b€367.2b€30.4b10.7x23x1.9x
Wed, 21 Sep 2022€763.4b€389.8b€32.2b11.6x23.7x2x
Fri, 19 Aug 2022€852.6b€390.0b€32.2b12.6x26.5x2.2x
Sun, 17 Jul 2022€740.0b€358.9b€29.3b12x25.2x2.1x
Tue, 14 Jun 2022€681.5b€358.7b€29.2b11.9x23.4x1.9x
Thu, 12 May 2022€704.7b€357.0b€29.0b17.4x24.3x2x
Sat, 09 Apr 2022€788.2b€357.7b€29.2b16.1x27x2.2x
Mon, 07 Mar 2022€729.7b€344.0b€27.7b14.1x26.3x2.1x
Wed, 02 Feb 2022€897.8b€343.2b€26.3b14.7x34.1x2.6x
Fri, 31 Dec 2021€929.5b€334.0b€23.7b14.8x39.1x2.8x
Sun, 28 Nov 2021€900.2b€332.9b€23.5b15.9x38.4x2.7x
Price to Earnings Ratio

38.4x


Total Market Cap: €900.2bTotal Earnings: €23.5bTotal Revenue: €332.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 25.5x202220232024
Current Industry PE
  • Investors are pessimistic on the French Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 21.3x which is lower than its 3-year average PE of 25.5x.
  • The 3-year average PS ratio of 2.1x 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 grown 12% per year over the last three years.
  • Revenues for these companies have grown 9.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

FR Market-0.062%
Consumer Discretionary0.76%
Auto1.08%
Luxury1.02%
Consumer Services0.90%
General Merchandise and Department Stores0.41%
Online Retail and Ecommerce0%
Hospitality-0.58%
Specialty Stores-0.70%
Leisure-1.06%
Retail Distributors-1.44%
Auto Components-2.35%
Consumer Durables-2.71%
Industry PE
  • Investors are most optimistic about the Consumer Services industry even though it's trading below its 3-year average PE ratio of 96.6x.
    • Analysts are expecting annual earnings growth of 24.8%, which is lower than the prior year's growth of 111.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 58% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Leisure industry is expected to see its earnings growth to stay flat 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€577.300.9%
+€2.4b
-18.0%PE20.7x
RMS Hermès International Société en commandite par actions€2.00k1.0%
+€2.1b
2.5%PE47x
CDI Christian Dior€542.001.2%
+€1.2b
-20.6%PE16.8x
KER Kering€215.202.0%
+€514.9m
-46.1%PE12.7x
RNO Renault€41.561.6%
+€177.2m
21.1%PE8x
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