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French (CAC) Consumer Discretionary Sector Analysis

UpdatedJan 23, 2026
DataAggregated Company Financials
Companies97
  • 7D-4.4%
  • 3M-3.0%
  • 1Y-16.2%
  • YTD-4.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.4%, driven by a pullback from LVMH Moët Hennessy - Louis Vuitton Société Européenne of 4.8%. Overall the industry is down 16% in 12 months. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 23 Jan 2026€734.4b€431.6b€12.8b15.8x57.2x1.7x
Sun, 21 Dec 2025€757.0b€430.7b€12.8b15.6x58.9x1.8x
Tue, 18 Nov 2025€754.7b€431.5b€12.8b19.6x58.9x1.7x
Thu, 16 Oct 2025€740.2b€431.3b€12.8b16.3x57.7x1.7x
Sat, 13 Sep 2025€658.9b€431.7b€12.9b16x51.3x1.5x
Mon, 11 Aug 2025€640.4b€431.6b€12.9b16.2x49.7x1.5x
Wed, 09 Jul 2025€685.6b€435.1b€28.9b14.5x23.7x1.6x
Fri, 06 Jun 2025€667.2b€435.3b€28.9b15x23.1x1.5x
Sun, 04 May 2025€695.9b€434.8b€29.0b13.6x24x1.6x
Tue, 01 Apr 2025€740.8b€478.1b€33.3b12.5x22.2x1.5x
Thu, 27 Feb 2025€878.0b€435.2b€30.0b12.4x29.3x2x
Sat, 25 Jan 2025€891.4b€433.2b€33.4b11.8x26.7x2.1x
Mon, 23 Dec 2024€780.2b€433.3b€33.4b10.8x23.4x1.8x
Wed, 20 Nov 2024€709.7b€432.9b€33.3b10.7x21.3x1.6x
Fri, 18 Oct 2024€742.4b€432.8b€33.4b10.8x22.3x1.7x
Sun, 15 Sep 2024€724.6b€433.4b€33.4b10.8x21.7x1.7x
Tue, 13 Aug 2024€752.2b€433.5b€33.5b10.9x22.5x1.7x
Thu, 11 Jul 2024€817.1b€434.9b€36.7b11.4x22.3x1.9x
Sat, 08 Jun 2024€880.0b€434.8b€36.7b13.8x24x2x
Mon, 06 May 2024€901.5b€433.7b€36.6b13.4x24.6x2.1x
Wed, 03 Apr 2024€938.4b€433.5b€36.5b12.6x25.7x2.2x
Fri, 01 Mar 2024€951.4b€433.0b€36.5b11.3x26.1x2.2x
Sun, 28 Jan 2024€865.1b€435.3b€37.5b10x23.1x2x
Tue, 26 Dec 2023€843.3b€432.3b€38.7b10.6x21.8x2x
Thu, 23 Nov 2023€826.5b€431.3b€39.4b10x21x1.9x
Sat, 21 Oct 2023€753.7b€431.4b€39.6b9.6x19x1.7x
Mon, 18 Sep 2023€862.1b€430.2b€39.7b11.6x21.7x2x
Wed, 16 Aug 2023€893.5b€430.1b€39.7b11.2x22.5x2.1x
Fri, 14 Jul 2023€951.7b€403.6b€34.6b11.7x27.5x2.4x
Sun, 11 Jun 2023€907.8b€403.6b€34.6b11.4x26.2x2.2x
Tue, 09 May 2023€968.0b€400.3b€34.3b11.7x28.2x2.4x
Thu, 06 Apr 2023€933.2b€399.0b€34.1b12.8x27.3x2.3x
Sat, 04 Mar 2023€902.9b€399.8b€34.2b12.8x26.4x2.3x
Mon, 30 Jan 2023€882.9b€377.1b€32.2b13x27.4x2.3x
Price to Earnings Ratio

27.4x


Total Market Cap: €882.9bTotal Earnings: €32.2bTotal Revenue: €377.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 29.2x202420252026
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 57.2x which is higher than its 3-year average PE of 29.2x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.7x.
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 4.6% 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-2.16%
Consumer Discretionary-4.38%
Specialty Stores2.85%
Auto Components2.60%
Hospitality1.72%
Consumer Services0.34%
Retail Distributors0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Leisure-1.65%
Auto-1.82%
Consumer Durables-5.01%
Luxury-5.03%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 27.9x.
    • Analysts are expecting annual earnings growth of 11.1%, which is higher than its past year's earnings decline of 21.3% per year.
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
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€31.363.5%
+€722.0m		-6.2%PE13.8x
AC Accor€47.162.3%
+€248.8m		-2.9%PE18.9x
BAIN Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco€125.006.8%
+€196.1m		25.0%PE26.1x
TRACT Teract€3.07219.1%
+€147.5m		213.3%PS0.2x
SW Sodexo€42.581.8%
+€110.9m		-39.4%PE8.9x

Latest News

ML
€31.36
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
3.5%
1Y
-6.2%
MC
€595.70
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
-4.8%
1Y
-17.3%

MC: French Tax Changes And Buybacks Will Support Luxury Leader’s Cash Generation

Narrative Update The analyst price target for LVMH Moët Hennessy Louis Vuitton Société Européenne has been revised higher to about €820 from about €806, as analysts update their models for changes in French tax legislation and refreshed views on revenue growth, margins and future P/E assumptions. Analyst Commentary Recent research has highlighted a mixed backdrop for LVMH Moët Hennessy Louis Vuitton Société Européenne, with some firms revisiting their stance while others lift their valuation frameworks to reflect new tax assumptions and refreshed earnings models.
RMS
€2,131.00
Hermès International Société en commandite par actions
7D
-4.7%
1Y
-19.2%

RMS: Premium Brand Strength Will Support Elevated P/E Despite Recent Recalibration

Analysts have trimmed their fair value estimate for Hermès International Société en commandite par actions from €3,000 to €2,800, reflecting updated assumptions on revenue growth, discount rate and future P/E, in line with recent Street price target reductions such as the move to €2,270 at Citi. Analyst Commentary While the latest fair value trim brings estimates closer to recent Street price targets, some bullish analysts still see room for the shares to justify premium pricing based on execution and brand strength.
AC
€47.16
Accor
7D
2.3%
1Y
-2.9%

AC: Higher Forward P/E Assumptions Are Expected To Support Upside Potential

Analysts have nudged their price target for Accor slightly higher to about €54.69, reflecting modest adjustments to fair value inputs and updated views on growth, margins, and future P/E that are broadly in line with recent target raises cited in Street research. Analyst Commentary Bullish Takeaways Bullish analysts lifting their targets toward the mid €50s see current pricing as supported by updated fair value work, with the revised targets aligning with their refreshed P/E assumptions.
SW
€42.58
Sodexo
7D
1.8%
1Y
-39.4%

SW: Reset Expectations Will Balance Dividend Support And Execution Risks

We are trimming our Sodexo fair value estimate from €51.35 to €39.00 as analysts broadly reset price targets, with several recent updates citing more cautious assumptions on growth, profitability and valuation multiples. Analyst Commentary Recent Street research on Sodexo has turned more cautious, with several bearish analysts trimming price targets and, in one case, cutting the rating.
SK
€46.50
SEB
7D
-6.3%
1Y
-48.9%

SK: Higher Discount Rate And P/E Assumptions Will Support Future Re Rating Potential

Analysts have trimmed their price target on SEB, with one recent update lowering it to SEK 167 from SEK 180. This reflects slightly adjusted assumptions on discount rate, fair value and future P/E, while maintaining a cautious stance on the shares.
CDI
€551.50
Christian Dior
7D
-5.7%
1Y
-17.1%
KER
€280.05
Kering
7D
-7.1%
1Y
13.3%

KER: Beauty Unit Sale To L’Oréal Will Support Higher Future P/E

Analysts have lifted their fair value estimate for Kering to €400 from €370, pointing to slightly higher assumed revenue growth, profit margins and future P/E multiples, in line with recent price target increases from major banks. Analyst Commentary Recent research points to a mix of caution and optimism around Kering, with several price target adjustments clustering in a relatively tight range.
TRACT
€3.07
Teract
7D
219.1%
1Y
213.3%

Teract S.A.'s (EPA:TRACT) 108% Price Boost Is Out Of Tune With Revenues

Jan 17
Teract S.A.'s (EPA:TRACT) 108% Price Boost Is Out Of Tune With Revenues
FR
€12.29
Valeo
7D
1.7%
1Y
17.1%

When Should You Buy Valeo SE (EPA:FR)?

Jan 15
When Should You Buy Valeo SE (EPA:FR)?
FDJU
€22.72
FDJ United
7D
-1.6%
1Y
-36.5%

FDJU: Future Execution Will Support Upside As Guidance Clarifies Revenue Ambitions

Analysts have trimmed their price expectations for FDJ United, with the blended target easing to about €31 from roughly €34. This reflects slightly more cautious assumptions on the discount rate, growth, margins and future P/E multiples.
FRVIA
€14.38
Forvia
7D
0.7%
1Y
50.7%

FRVIA: Higher Margin Mix And Portfolio Review Will Drive Re Rating

Narrative update Analysts have nudged their fair value estimate for Forvia slightly higher to €29.84 from €29.80, citing recent price target increases and confidence in the company’s higher margin sales mix and updated strategy. Analyst Commentary Recent research shows bullish analysts warming up to Forvia, with higher price targets and supportive commentary around the company’s mix of higher margin activities and its updated plan.
RNO
€32.33
Renault
7D
-1.4%
1Y
-33.5%

RNO: EV Partnerships And Negative Stub Pricing Will Support Future Upside Potential

Analysts have trimmed their price expectations for Renault to €36 per share, reflecting updated views on slower revenue growth, tighter profit margins and a higher future P/E multiple in a tougher European auto market. Analyst Commentary Recent research on Renault highlights a mixed setup, but there are a few clear bright spots that more optimistic investors are watching closely.
TRI
€173.20
Trigano
7D
-2.8%
1Y
36.9%
CDA
€25.35
Compagnie des Alpes
7D
1.8%
1Y
56.9%

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
BAIN
€125.00
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
6.8%
1Y
25.0%

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