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French (CAC) Consumer Discretionary Sector Analysis

UpdatedDec 23, 2025
DataAggregated Company Financials
Companies98
  • 7D-0.6%
  • 3M9.9%
  • 1Y-3.2%
  • YTD-3.9%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Hermès International Société en commandite par actions declined by 3.6%. Unfortunately though, the industry is down 3.2% over the past 12 months. 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
Wed, 24 Dec 2025€754.9b€430.7b€12.8b15.4x58.8x1.8x
Fri, 21 Nov 2025€744.4b€431.5b€12.9b16.8x57.7x1.7x
Sun, 19 Oct 2025€747.2b€431.3b€12.8b16.6x58.3x1.7x
Tue, 16 Sep 2025€673.4b€431.7b€12.9b16.1x52.4x1.6x
Thu, 14 Aug 2025€641.9b€431.6b€12.9b16.2x49.9x1.5x
Sat, 12 Jul 2025€709.7b€435.1b€28.9b14.8x24.6x1.6x
Mon, 09 Jun 2025€665.0b€435.3b€28.9b14.9x23x1.5x
Wed, 07 May 2025€689.5b€434.8b€29.0b13.4x23.8x1.6x
Fri, 04 Apr 2025€710.1b€434.8b€29.0b13.3x24.5x1.6x
Sun, 02 Mar 2025€874.1b€434.5b€29.3b14.4x29.8x2x
Tue, 28 Jan 2025€891.4b€433.2b€33.4b11.7x26.7x2.1x
Thu, 26 Dec 2024€782.8b€433.3b€33.4b10.9x23.4x1.8x
Sat, 23 Nov 2024€713.8b€433.0b€33.4b10.2x21.4x1.6x
Mon, 21 Oct 2024€755.2b€432.8b€33.4b10.8x22.6x1.7x
Wed, 18 Sep 2024€726.7b€433.4b€33.4b10.8x21.7x1.7x
Fri, 16 Aug 2024€779.8b€433.5b€33.5b11x23.3x1.8x
Sun, 14 Jul 2024€845.2b€434.9b€36.7b11.5x23x1.9x
Tue, 11 Jun 2024€880.0b€434.8b€36.7b13.8x24x2x
Thu, 09 May 2024€908.3b€433.6b€36.6b13.8x24.8x2.1x
Sat, 06 Apr 2024€923.8b€433.5b€36.5b13.2x25.3x2.1x
Mon, 04 Mar 2024€953.5b€433.2b€36.3b11.6x26.3x2.2x
Wed, 31 Jan 2024€871.5b€435.3b€37.5b10x23.2x2x
Fri, 29 Dec 2023€836.7b€432.3b€38.7b10.9x21.6x1.9x
Sun, 26 Nov 2023€821.6b€431.9b€39.5b9.8x20.8x1.9x
Tue, 24 Oct 2023€759.7b€431.6b€39.7b9.6x19.2x1.8x
Thu, 21 Sep 2023€841.8b€430.2b€39.7b11x21.2x2x
Sat, 19 Aug 2023€868.3b€430.2b€39.7b11.6x21.9x2x
Mon, 17 Jul 2023€964.3b€403.6b€34.6b11.8x27.9x2.4x
Wed, 14 Jun 2023€931.5b€403.6b€34.6b11.4x26.9x2.3x
Fri, 12 May 2023€964.8b€401.4b€34.3b11.8x28.1x2.4x
Sun, 09 Apr 2023€916.7b€399.8b€34.2b12.6x26.8x2.3x
Tue, 07 Mar 2023€911.3b€399.8b€34.2b13x26.6x2.3x
Thu, 02 Feb 2023€880.2b€377.1b€32.2b13x27.3x2.3x
Sat, 31 Dec 2022€774.6b€370.1b€31.4b11.7x24.7x2.1x
Price to Earnings Ratio

24.7x


Total Market Cap: €774.6bTotal Earnings: €31.4bTotal Revenue: €370.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 28.3x202320242025
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 28.2x.
  • 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 Market-0.10%
Consumer Discretionary-0.60%
General Merchandise and Department Stores6.47%
Consumer Services5.09%
Hospitality0.44%
Auto Components0.28%
Online Retail and Ecommerce0%0
Retail Distributors-0.47%
Luxury-0.64%
Specialty Stores-0.65%
Consumer Durables-2.09%
Leisure-2.11%
Auto-2.29%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 124x.
    • 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
AC Accor€47.790.6%
+€70.4m		2.8%PE19.1x
CDA Compagnie des Alpes€24.953.5%
+€43.1m		69.5%PE11.8x
BAIN Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco€108.001.4%
+€36.8m		6.4%PE22.5x
VAC Pierre et Vacances€1.842.6%
+€21.2m		30.2%PE25.3x
ARAMI Aramis Group SAS€4.565.6%
+€19.7m		-43.8%PE18.9x

Latest News

ARAMI
€4.56
Aramis Group SAS
7D
5.6%
1Y
-43.8%
SK
€49.00
SEB
7D
-2.8%
1Y
-43.0%

SK: Steady Earnings And Cash Returns Will Support Future Share Momentum

Analysts have modestly lowered their price target for SEB to SEK 167 from SEK 180, citing a slightly higher discount rate while leaving fair value and core operating assumptions largely unchanged. Analyst Commentary Recent commentary from JPMorgan and other market observers underscores a broadly cautious stance on SEB, with the lower price target reflecting incremental changes in risk perception rather than a shift in the fundamental outlook.
ALLDL
€19.90
Groupe LDLC société anonyme
7D
14.7%
1Y
122.8%

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
€47.79
Accor
7D
0.6%
1Y
2.8%
ML
€27.89
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
-1.6%
1Y
-12.5%

ML: Premium And Replacement Demand Will Support Earnings Outperformance

Analysts have reduced their fair value estimate for Compagnie Générale des Établissements Michelin Société en commandite par actions from EUR 43.00 to EUR 38.00. This reflects a higher perceived risk profile, despite slightly stronger revenue growth assumptions and a series of modest price target cuts across the Street.
CDA
€24.95
Compagnie des Alpes
7D
3.5%
1Y
69.5%

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
SW
€43.58
Sodexo
7D
-4.5%
1Y
-44.4%

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
KER
€299.45
Kering
7D
-3.4%
1Y
27.9%

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
€627.30
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
-1.4%
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.
FDJU
€23.38
FDJ United
7D
0.3%
1Y
-35.4%

FDJU Will See Future Earnings Power Supported By Margin Recovery Potential

The analyst price target for FDJ United has been trimmed from EUR 43.00 to EUR 41.00, as analysts factor in slightly higher discount rates and weaker margin expectations, despite modestly stronger projected revenue growth and a higher assumed future P E multiple. Analyst Commentary Recent Street research on FDJ United reflects a mixed but generally constructive stance, with price targets adjusted to reflect updated assumptions on growth, profitability, and risk.
RNO
€35.54
Renault
7D
-3.1%
1Y
-24.5%

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.
FCMC
€2,080.00
Société Fermière du Casino Municipal de Cannes
7D
6.1%
1Y
40.5%
VAC
€1.84
Pierre et Vacances
7D
2.6%
1Y
30.2%
RMS
€2,082.00
Hermès International Société en commandite par actions
7D
-3.6%
1Y
-9.4%

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.
BAIN
€108.00
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
1.4%
1Y
6.4%

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
€580.50
Christian Dior
7D
-2.2%
1Y
-3.8%

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

Nov 29
Christian Dior (EPA:CDI) Has Announced A Dividend Of €6.05