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French (CAC) Consumer Discretionary Sector Analysis
UpdatedApr 15, 2026
DataAggregated Company Financials
Companies96
- 7D5.2%
- 3M-20.0%
- 1Y-7.2%
- YTD-18.7%
The Consumer Discretionary industry is up 3.2% in the last week, with Hermès International Société en commandite par actions up 8.2%. In the same time, Sodexo was down 11%. In the past year, the industry is down 11%. As for the next few years, earnings are expected to grow by 15% per annum.
Sector Valuation and Performance
Has the French Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 15 Apr 2026 | €621.6b | €421.7b | €11.4b | 12.9x | 54.6x | 1.5x |
| Fri, 13 Mar 2026 | €637.2b | €422.9b | €11.5b | 12.7x | 55.2x | 1.5x |
| Sun, 08 Feb 2026 | €687.4b | €427.6b | €12.8b | 14.7x | 53.8x | 1.6x |
| Tue, 06 Jan 2026 | €766.3b | €431.6b | €12.8b | 15.3x | 59.7x | 1.8x |
| Thu, 04 Dec 2025 | €754.0b | €431.6b | €12.8b | 17.4x | 58.7x | 1.7x |
| Sat, 01 Nov 2025 | €746.8b | €431.3b | €12.8b | 16.8x | 58.3x | 1.7x |
| Mon, 29 Sep 2025 | €676.5b | €431.5b | €12.8b | 15.1x | 52.9x | 1.6x |
| Wed, 27 Aug 2025 | €653.0b | €431.6b | €12.9b | 15.8x | 50.8x | 1.5x |
| Fri, 25 Jul 2025 | €672.5b | €436.2b | €28.9b | 14.5x | 23.3x | 1.5x |
| Sun, 22 Jun 2025 | €642.6b | €435.3b | €28.9b | 14.7x | 22.2x | 1.5x |
| Tue, 20 May 2025 | €712.5b | €434.6b | €28.9b | 14.5x | 24.7x | 1.6x |
| Thu, 17 Apr 2025 | €670.3b | €434.8b | €29.0b | 13.8x | 23.1x | 1.5x |
| Sat, 15 Mar 2025 | €783.6b | €435.1b | €29.1b | 13.4x | 26.9x | 1.8x |
| Mon, 10 Feb 2025 | €860.3b | €431.4b | €31.4b | 12.1x | 27.4x | 2x |
| Wed, 08 Jan 2025 | €796.9b | €433.1b | €33.4b | 11.6x | 23.8x | 1.8x |
| Fri, 06 Dec 2024 | €751.4b | €433.3b | €33.4b | 9.4x | 22.5x | 1.7x |
| Sun, 03 Nov 2024 | €742.5b | €432.8b | €33.3b | 9.6x | 22.3x | 1.7x |
| Tue, 01 Oct 2024 | €814.7b | €433.1b | €33.4b | 10.3x | 24.4x | 1.9x |
| Thu, 29 Aug 2024 | €789.3b | €433.5b | €33.5b | 11.1x | 23.6x | 1.8x |
| Sat, 27 Jul 2024 | €787.8b | €433.0b | €33.5b | 11.2x | 23.5x | 1.8x |
| Mon, 24 Jun 2024 | €839.9b | €434.9b | €36.7b | 13.1x | 22.9x | 1.9x |
| Wed, 22 May 2024 | €895.2b | €434.6b | €36.7b | 13.8x | 24.4x | 2.1x |
| Fri, 19 Apr 2024 | €914.9b | €433.1b | €36.4b | 13.2x | 25.1x | 2.1x |
| Sun, 17 Mar 2024 | €974.3b | €433.4b | €36.3b | 12.5x | 26.8x | 2.2x |
| Tue, 13 Feb 2024 | €921.7b | €433.9b | €37.4b | 10.4x | 24.7x | 2.1x |
| Thu, 11 Jan 2024 | €794.2b | €432.4b | €38.7b | 10.8x | 20.5x | 1.8x |
| Sat, 09 Dec 2023 | €850.5b | €432.3b | €38.7b | 10.1x | 22x | 2x |
| Mon, 06 Nov 2023 | €801.0b | €431.3b | €39.4b | 9.9x | 20.3x | 1.9x |
| Wed, 04 Oct 2023 | €806.2b | €430.3b | €39.7b | 10.2x | 20.3x | 1.9x |
| Fri, 01 Sep 2023 | €881.1b | €430.2b | €39.7b | 12.5x | 22.2x | 2x |
| Sun, 30 Jul 2023 | €936.3b | €430.2b | €39.7b | 12.5x | 23.6x | 2.2x |
| Tue, 27 Jun 2023 | €914.8b | €403.6b | €34.6b | 11.2x | 26.5x | 2.3x |
| Thu, 25 May 2023 | €903.4b | €403.4b | €34.6b | 11.3x | 26.1x | 2.2x |
| Sat, 22 Apr 2023 | €981.3b | €400.2b | €34.3b | 11.8x | 28.6x | 2.5x |
Price to Earnings Ratio
28.6x
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 54.2x which is higher than its 3-year average PE of 31.2x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 31% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, 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 | 4.83% | |
| Consumer Discretionary | 5.15% | |
| Auto | 7.20% | |
| Consumer Durables | 5.70% | |
| Auto Components | 5.64% | |
| Luxury | 5.33% | |
| Leisure | 1.21% | |
| Hospitality | 1.21% | |
| Specialty Stores | 0.37% | |
| Consumer Services | 0.22% | |
| Online Retail and Ecommerce | 0% | 0 |
| Retail Distributors | -0.67% | |
| General Merchandise and Department Stores | -2.70% | |
Industry PE
- Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 13.6x.
- Analysts are expecting annual earnings growth of 58.6%, which is higher than its past year's earnings decline of 28.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 73% over the next 5 years.
- This is better than its past earnings decline of 36% per year.
- In contrast, the Luxury industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RMS Hermès International Société en commandite par actions | €1.78k | 8.2% +€14.1b | -24.3% | PE41.3x | |
| MC LVMH Moët Hennessy - Louis Vuitton Société Européenne | €481.45 | 3.1% +€7.2b | -1.5% | PE22x | |
| CDI Christian Dior | €463.40 | 4.3% +€3.5b | 3.2% | PE18.5x | |
| KER Kering | €280.00 | 8.6% +€2.7b | 72.8% | PS2.3x | |
| ML Compagnie Générale des Établissements Michelin Société en commandite par actions | €30.62 | 4.8% +€954.0m | 0.2% | PE12.6x |
