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French (CAC) Consumer Discretionary Sector Analysis
UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies101
- 7D-2.2%
- 3M22.4%
- 1Y-7.6%
- YTD11.1%
Over the last 7 days, the Consumer Discretionary industry has risen 2.7%, driven by gains from Sodexo of 2.4%. In the past year, the industry is down 3.7%. Earnings are forecast to grow by 11% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 21 Feb 2025 | €873.2b | €431.1b | €30.6b | 12.3x | 28.5x | 2x |
| Sun, 19 Jan 2025 | €841.3b | €433.2b | €33.4b | 11.5x | 25.2x | 1.9x |
| Tue, 17 Dec 2024 | €777.8b | €433.3b | €33.4b | 10.4x | 23.3x | 1.8x |
| Thu, 14 Nov 2024 | €707.4b | €432.8b | €33.3b | 10.7x | 21.2x | 1.6x |
| Sat, 12 Oct 2024 | €778.2b | €432.8b | €33.4b | 10.9x | 23.3x | 1.8x |
| Mon, 09 Sep 2024 | €727.3b | €433.5b | €33.5b | 11x | 21.7x | 1.7x |
| Wed, 07 Aug 2024 | €739.1b | €433.5b | €33.5b | 10.3x | 22.1x | 1.7x |
| Fri, 05 Jul 2024 | €837.3b | €434.9b | €36.7b | 12.4x | 22.8x | 1.9x |
| Sun, 02 Jun 2024 | €859.3b | €434.8b | €36.7b | 13.8x | 23.4x | 2x |
| Tue, 30 Apr 2024 | €902.9b | €433.7b | €36.6b | 13.1x | 24.7x | 2.1x |
| Thu, 28 Mar 2024 | €946.1b | €433.5b | €36.3b | 12.9x | 26.1x | 2.2x |
| Sat, 24 Feb 2024 | €953.5b | €433.1b | €36.5b | 11.4x | 26.1x | 2.2x |
| Mon, 22 Jan 2024 | €771.4b | €432.4b | €38.7b | 9.9x | 19.9x | 1.8x |
| Wed, 20 Dec 2023 | €855.9b | €432.3b | €38.7b | 10.2x | 22.1x | 2x |
| Fri, 17 Nov 2023 | €827.5b | €431.3b | €39.4b | 9.9x | 21x | 1.9x |
| Sun, 15 Oct 2023 | €762.0b | €430.5b | €39.8b | 10x | 19.2x | 1.8x |
| Tue, 12 Sep 2023 | €844.3b | €430.1b | €39.7b | 11.4x | 21.3x | 2x |
| Thu, 10 Aug 2023 | €897.0b | €430.1b | €39.7b | 11.6x | 22.6x | 2.1x |
| Sat, 08 Jul 2023 | €900.5b | €403.6b | €34.6b | 12.1x | 26.1x | 2.2x |
| Mon, 05 Jun 2023 | €920.1b | €405.3b | €34.9b | 11x | 26.4x | 2.3x |
| Wed, 03 May 2023 | €950.8b | €400.2b | €34.3b | 12.2x | 27.8x | 2.4x |
| Fri, 31 Mar 2023 | €917.5b | €399.0b | €34.1b | 12.6x | 26.9x | 2.3x |
| Sun, 26 Feb 2023 | €868.3b | €399.8b | €34.3b | 12.8x | 25.3x | 2.2x |
| Tue, 24 Jan 2023 | €866.0b | €370.2b | €31.4b | 12.7x | 27.6x | 2.3x |
| Thu, 22 Dec 2022 | €771.6b | €370.1b | €31.4b | 11.9x | 24.6x | 2.1x |
| Sat, 19 Nov 2022 | €779.3b | €369.3b | €30.6b | 11.7x | 25.4x | 2.1x |
| Mon, 17 Oct 2022 | €687.8b | €367.2b | €30.4b | 10.7x | 22.6x | 1.9x |
| Wed, 14 Sep 2022 | €800.6b | €389.8b | €32.2b | 11.7x | 24.9x | 2.1x |
| Fri, 12 Aug 2022 | €841.1b | €390.0b | €32.2b | 12.4x | 26.1x | 2.2x |
| Sun, 10 Jul 2022 | €730.8b | €358.9b | €29.3b | 12x | 24.9x | 2x |
| Tue, 07 Jun 2022 | €755.8b | €358.7b | €29.2b | 15.2x | 25.9x | 2.1x |
| Thu, 05 May 2022 | €733.6b | €357.0b | €29.0b | 16.9x | 25.3x | 2.1x |
| Sat, 02 Apr 2022 | €804.5b | €346.8b | €27.9b | 14.6x | 28.9x | 2.3x |
| Mon, 28 Feb 2022 | €827.8b | €345.7b | €27.9b | 13.7x | 29.7x | 2.4x |
Price to Earnings Ratio
29.7x
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 29.1x which is higher than its 3-year average PE of 24.4x.
- The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 3.1% per year over the last three years.
- Revenues for these companies have grown 7.6% 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 | -0.71% | |
| Consumer Discretionary | -2.24% | |
| Specialty Stores | 0.57% | |
| General Merchandise and Department Stores | 0.43% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -0.14% | |
| Retail Distributors | -0.41% | |
| Consumer Durables | -0.78% | |
| Hospitality | -1.01% | |
| Leisure | -1.10% | |
| Luxury | -2.26% | |
| Auto Components | -2.37% | |
| Auto | -5.02% | |
Industry PE
- Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 27.4x.
- Analysts are expecting annual earnings growth of 10.3%, which is higher than its past year's earnings decline of 17.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 63% over the next 5 years.
- However this is lower than its past earnings growth rate of 473% per year.
- In contrast, the Leisure industry is expected to see its earnings decline by 12% 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 | |
|---|---|---|---|---|---|
| SW Sodexo | €72.80 | 2.4% +€248.7m | -1.9% | PE14.4x | |
| FDJ La Française des Jeux Société anonyme | €36.70 | 2.0% +€133.1m | -6.6% | PE14.9x | |
| SAMS Samse | €146.00 | 6.2% +€29.1m | -26.6% | PE11.6x | |
| BUR Burelle | €344.00 | 3.6% +€21.0m | -15.7% | PE5.3x | |
| ALHEX Hexaom | €27.30 | 10.5% +€17.8m | 36.8% | PE6.5x |
