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French (CAC) Consumer Discretionary Sector Analysis

UpdatedOct 14, 2024
DataAggregated Company Financials
Companies105
  • 7D-0.7%
  • 3M-5.7%
  • 1Y2.3%
  • YTD-5.8%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Renault gained 6.2%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 9.8% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 16 Oct 2024€778.2b€432.8b€33.4b10.9x23.3x1.8x
Fri, 13 Sep 2024€723.6b€433.4b€33.4b10.5x21.6x1.7x
Sun, 11 Aug 2024€754.5b€433.5b€33.5b11.1x22.5x1.7x
Tue, 09 Jul 2024€816.8b€434.9b€36.7b11.6x22.2x1.9x
Thu, 06 Jun 2024€875.2b€434.8b€36.7b13.8x23.9x2x
Sat, 04 May 2024€901.5b€433.7b€36.6b13.4x24.6x2.1x
Mon, 01 Apr 2024€947.5b€433.5b€36.5b12.8x26x2.2x
Wed, 28 Feb 2024€954.1b€433.1b€36.5b11.2x26.1x2.2x
Fri, 26 Jan 2024€790.5b€432.4b€38.7b10x20.4x1.8x
Sun, 24 Dec 2023€843.3b€432.3b€38.7b10.1x21.8x2x
Tue, 21 Nov 2023€826.6b€431.3b€39.4b10.2x21x1.9x
Thu, 19 Oct 2023€763.5b€430.5b€39.8b9.8x19.2x1.8x
Sat, 16 Sep 2023€847.0b€430.2b€39.7b11.6x21.3x2x
Mon, 14 Aug 2023€907.4b€430.1b€39.7b11.4x22.8x2.1x
Wed, 12 Jul 2023€923.6b€403.6b€34.6b12.2x26.7x2.3x
Fri, 09 Jun 2023€904.9b€405.3b€34.9b11.1x25.9x2.2x
Sun, 07 May 2023€960.6b€400.2b€34.3b11.7x28x2.4x
Tue, 04 Apr 2023€931.3b€399.0b€34.1b13x27.3x2.3x
Thu, 02 Mar 2023€883.3b€399.8b€34.2b13.5x25.8x2.2x
Sat, 28 Jan 2023€882.9b€377.1b€32.2b13x27.4x2.3x
Mon, 26 Dec 2022€752.3b€370.1b€31.4b12.1x24x2x
Wed, 23 Nov 2022€777.7b€369.3b€30.6b12.4x25.4x2.1x
Fri, 21 Oct 2022€704.8b€367.2b€30.4b10.7x23.2x1.9x
Sun, 18 Sep 2022€765.7b€389.8b€32.2b11.2x23.8x2x
Tue, 16 Aug 2022€847.5b€390.0b€32.2b12.4x26.3x2.2x
Thu, 14 Jul 2022€732.8b€358.9b€29.3b11.7x25x2x
Sat, 11 Jun 2022€709.3b€358.7b€29.2b12.5x24.3x2x
Mon, 09 May 2022€699.8b€357.0b€29.0b17.1x24.1x2x
Wed, 06 Apr 2022€818.1b€348.4b€28.2b16.2x29x2.3x
Fri, 04 Mar 2022€774.0b€345.7b€27.9b14.1x27.7x2.2x
Sun, 30 Jan 2022€871.5b€334.0b€23.8b14.4x36.6x2.6x
Tue, 28 Dec 2021€922.2b€333.9b€23.7b14.9x38.8x2.8x
Thu, 25 Nov 2021€942.2b€332.5b€23.1b16.3x40.8x2.8x
Sat, 23 Oct 2021€858.3b€331.9b€22.3b14.7x38.5x2.6x
Price to Earnings Ratio

38.5x


Total Market Cap: €858.3bTotal Earnings: €22.3bTotal Revenue: €331.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 26x202220232024
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 23.3x which is lower than its 3-year average PE of 26.0x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 14% 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 Market0.39%
Consumer Discretionary-0.67%
Auto4.99%
Leisure3.17%
Hospitality2.91%
Specialty Stores0.85%
Retail Distributors0.67%
Consumer Services0.46%
Consumer Durables0.055%
Online Retail and Ecommerce0%
Luxury-0.77%
Auto Components-4.87%
General Merchandise and Department Stores-6.53%
Industry PE
  • Investors are most optimistic about the Retail Distributors industry even though it's trading below its 3-year average PE ratio of 64.1x.
    • Analysts are expecting annual earnings growth of 9.0%, which is lower than the prior year's growth of 472.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 60% 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 grow by 4.5% 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€40.934.5%
+€425.1m
30.6%PE16.7x
RNO Renault€39.182.9%
+€292.7m
6.0%PE7.5x
SW Sodexo€75.551.3%
+€139.3m
-23.8%PE15.4x
TRI Trigano€117.504.0%
+€86.9m
-12.4%PE6.2x
FDJ La Française des Jeux Société anonyme€35.861.1%
+€73.9m
20.2%PE14.5x
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Latest News

RNO

€39.18

Renault

7D

2.9%

1Y

6.0%

KER

€230.40

Kering

7D

-2.5%

1Y

-43.7%

KOF

€35.15

Kaufman & Broad

7D

6.0%

1Y

24.9%

ELIOR

€3.70

Elior Group

7D

1.9%

1Y

115.6%

CDI

€589.00

Christian Dior

7D

-4.7%

1Y

-8.7%

TRI

€117.50

Trigano

7D

4.0%

1Y

-12.4%

BEN

€10.08

Bénéteau

7D

6.4%

1Y

-15.4%

SW

€75.55

Sodexo

7D

1.3%

1Y

-23.8%