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French (CAC) Consumer Discretionary Sector Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies97
  • 7D-4.9%
  • 3M-22.4%
  • 1Y-24.4%
  • YTD-23.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.9%, driven by Hermès International Société en commandite par actions declining 10%. However, the industry is down 24% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Mar 2026€584.8b€422.2b€11.6b12.5x50.3x1.4x
Sat, 21 Feb 2026€710.5b€428.0b€12.7b15x55.9x1.7x
Mon, 19 Jan 2026€749.6b€431.6b€12.8b16x58.4x1.7x
Wed, 17 Dec 2025€767.7b€430.7b€12.8b16.8x59.8x1.8x
Fri, 14 Nov 2025€770.2b€431.5b€12.8b19.1x60.1x1.8x
Sun, 12 Oct 2025€693.5b€431.3b€12.8b16.2x54.1x1.6x
Tue, 09 Sep 2025€656.0b€431.7b€12.9b16x51.1x1.5x
Thu, 07 Aug 2025€634.0b€431.6b€12.9b16x49.2x1.5x
Sat, 05 Jul 2025€674.7b€435.1b€28.9b14.5x23.3x1.6x
Mon, 02 Jun 2025€684.5b€435.3b€29.0b15.1x23.6x1.6x
Wed, 30 Apr 2025€681.8b€434.8b€29.0b13.8x23.5x1.6x
Fri, 28 Mar 2025€763.5b€435.0b€29.0b13.7x26.3x1.8x
Sun, 23 Feb 2025€881.0b€435.1b€30.0b12.3x29.4x2x
Tue, 21 Jan 2025€840.0b€433.2b€33.4b11.8x25.1x1.9x
Thu, 19 Dec 2024€786.7b€433.3b€33.4b10.4x23.5x1.8x
Sat, 16 Nov 2024€721.0b€432.9b€33.3b10.7x21.6x1.7x
Mon, 14 Oct 2024€778.2b€432.8b€33.4b10.9x23.3x1.8x
Wed, 11 Sep 2024€724.6b€433.5b€33.5b11.1x21.7x1.7x
Fri, 09 Aug 2024€751.3b€433.5b€33.5b10.8x22.4x1.7x
Sun, 07 Jul 2024€834.5b€434.9b€36.7b12.1x22.7x1.9x
Tue, 04 Jun 2024€861.2b€434.8b€36.7b13.8x23.5x2x
Thu, 02 May 2024€892.7b€433.7b€36.6b13.2x24.4x2.1x
Sat, 30 Mar 2024€947.0b€433.5b€36.5b12.8x26x2.2x
Mon, 26 Feb 2024€953.5b€433.1b€36.5b11.4x26.1x2.2x
Wed, 24 Jan 2024€777.2b€432.4b€38.7b10x20.1x1.8x
Fri, 22 Dec 2023€853.6b€432.3b€38.7b10.1x22.1x2x
Sun, 19 Nov 2023€820.8b€431.3b€39.4b10.2x20.8x1.9x
Tue, 17 Oct 2023€766.6b€430.5b€39.8b10x19.3x1.8x
Thu, 14 Sep 2023€833.2b€430.2b€39.7b11.8x21x1.9x
Sat, 12 Aug 2023€907.4b€430.1b€39.7b11.4x22.8x2.1x
Mon, 10 Jul 2023€900.5b€403.6b€34.6b12.1x26.1x2.2x
Wed, 07 Jun 2023€902.2b€405.3b€34.9b10.9x25.9x2.2x
Fri, 05 May 2023€955.7b€400.2b€34.3b11.8x27.9x2.4x
Sun, 02 Apr 2023€933.0b€399.0b€34.1b12.9x27.3x2.3x
Price to Earnings Ratio

27.3x


Total Market Cap: €933.0bTotal Earnings: €34.1bTotal Revenue: €399.0bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 30.8x202420252026
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 50.3x which is higher than its 3-year average PE of 30.8x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 30% 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-3.22%
Consumer Discretionary-4.86%
Leisure1.42%
Online Retail and Ecommerce0%0
Consumer Durables-0.17%
Consumer Services-0.33%
Specialty Stores-0.35%
Auto-1.50%
Hospitality-2.05%
Auto Components-2.55%
General Merchandise and Department Stores-2.75%
Retail Distributors-3.59%
Luxury-5.26%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 12.6x.
    • Analysts are expecting annual earnings growth of 58.1%, 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 71% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow 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?

CompanyLast Price7D1YValuation
KER Kering€252.053.4%
+€1.0b		24.7%PS2.1x
OPM OPmobility€15.103.8%
+€78.5m		52.7%PE11.7x
SK SEB€44.923.3%
+€77.8m		-48.8%PE10.1x
FR Valeo€10.622.4%
+€59.5m		6.4%PE12.9x
RNO Renault€28.160.5%
+€35.1m		-42.5%PS0.1x

Latest News

RNO
€28.16
Renault
7D
0.5%
1Y
-42.5%
SK
€44.92
SEB
7D
3.3%
1Y
-48.8%
RMS
€1,668.50
Hermès International Société en commandite par actions
7D
-9.8%
1Y
-32.5%
FDJU
€25.00
FDJ United
7D
-1.5%
1Y
-15.9%

FDJU: Lower Revenue Outlook Will Drive Bearish Repricing Ahead

FDJ United's updated analyst price target has edged down to €22.0 from €22.5, as analysts factor in a lower revenue growth outlook, along with slightly different assumptions for the discount rate, profit margin and future P/E multiples. Analyst Commentary Recent research updates point to a more cautious stance on FDJ United, with price targets adjusted to reflect lower growth assumptions and questions around how the current valuation lines up with execution risks.
AC
€41.32
Accor
7D
-1.6%
1Y
-7.8%

AC: Upgraded Rating And Refined Earnings Assumptions Will Support Future Upside

Accor's updated analyst price target shifts modestly in line with a fair value move from about €56.96 to €56.68, as analysts point to recent upgrades and higher Street targets around €52 to €61 as support for a slightly refined view on growth, margins and P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to a cluster of higher price targets in the €55 to €61 range as evidence that current valuation assumptions may already reflect cautious scenarios on growth and margins.
FR
€10.62
Valeo
7D
2.4%
1Y
6.4%

FR: Higher Fair Value Assumptions Will Support Re Rated Earnings Profile

The analyst price target for Valeo is updated to €13.50 from €11, reflecting analysts' use of slightly higher fair value and P/E assumptions, along with recent target increases across several research houses. Analyst Commentary Recent Street research on Valeo points to a more constructive tone, with several bullish analysts lifting their price targets in close succession.
MC
€462.35
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
-1.3%
1Y
-22.2%

MC: Governance Focus And Research Upgrade Will Support Long Term Prospects

The analyst price target for LVMH Moët Hennessy - Louis Vuitton Société Européenne has been trimmed by about €5, as analysts factor in updated assumptions around slightly higher discount rates, adjusted profit margins and a revised revenue outlook following recent price target cuts and an upgrade in Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade from DZ Bank as a sign that, even with trimmed price targets elsewhere, some research views still support the long term brand and portfolio strength at LVMH Moët Hennessy, Louis Vuitton Société Européenne.
KER
€252.05
Kering
7D
3.4%
1Y
24.7%
SW
€43.40
Sodexo
7D
0.4%
1Y
-28.7%

SW: Discount Rate Reset And Dividend Will Support Future Cash Flow Resilience

The analyst price target for Sodexo has been trimmed slightly to €51.15 from €51.39 as analysts factor in a modestly higher discount rate, small adjustments to revenue growth and profit margin assumptions, and a cluster of recent price target cuts across the Street into the €45 to €57 range. Analyst Commentary Recent research has clustered Sodexo's price targets in a relatively tight band, with several trims over the past few months and ratings generally sitting in the middle of the range rather than at clear Buy or Sell extremes.
CDI
€441.40
Christian Dior
7D
-1.9%
1Y
-20.3%
ML
€29.27
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
-1.7%
1Y
-8.9%

ML: Higher P/E Expectations And Cash Returns Will Constrain Future Share Upside

Analysts have nudged their fair value estimate for Compagnie Générale des Établissements Michelin Société en commandite par actions higher from €25.42 to €25.93. This reflects a series of recent price target increases around €30 and updated assumptions for slightly stronger revenue growth, profit margins and future P/E.
OPM
€15.10
OPmobility
7D
3.8%
1Y
52.7%

OPM: Elevated Margin Hopes Will Eventually Confront HEV Contract Execution Risk

Narrative Update The updated analyst price target for OPmobility rises from €16.50 to €21. This reflects analysts' use of slightly higher discount rate, revenue growth, profit margin and future P/E assumptions, supported by recent target increases from several major banks.
ELIOR
€2.49
Elior Group
7D
2.4%
1Y
-3.7%

ELIOR: Share Buyback Program Will Support Undervalued Profile And Future Upside Potential

Analysts have maintained their price target for Elior Group at €3.12, based on unchanged assumptions regarding fair value, discount rate, expected revenue growth, profit margin and future P/E. What's in the News Elior Group SA plans to commence share repurchases on February 9, 2026, under a program authorized by shareholders at the Combined Shareholder’s Meeting on February 4, 2026 (Key Developments).
FCMC
€2,140.00
Société Fermière du Casino Municipal de Cannes
7D
7.0%
1Y
48.6%
CDA
€24.15
Compagnie des Alpes
7D
-4.9%
1Y
58.3%
MLHMC
€5,950.00
Hotel Majestic Cannes
7D
-9.8%
1Y
15.5%