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French (CAC) Consumer Discretionary Sector Analysis

UpdatedJan 28, 2026
DataAggregated Company Financials
Companies97
  • 7D2.5%
  • 3M-3.9%
  • 1Y-19.2%
  • YTD-4.8%

The Consumer Discretionary industry is up 1.0% in the last week, with LVMH Moët Hennessy - Louis Vuitton Société Européenne up 3.4%. However, the industry is down 19% over the past year. Looking forward, 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
Wed, 28 Jan 2026€728.8b€431.6b€12.8b15.4x56.8x1.7x
Fri, 26 Dec 2025€755.0b€431.6b€12.8b15.4x58.8x1.7x
Sun, 23 Nov 2025€749.8b€431.5b€12.9b16.9x58.1x1.7x
Tue, 21 Oct 2025€756.9b€431.3b€12.8b16.4x59x1.8x
Thu, 18 Sep 2025€677.9b€431.6b€12.9b15.6x52.7x1.6x
Sat, 16 Aug 2025€644.5b€431.6b€12.9b16.1x50.1x1.5x
Mon, 14 Jul 2025€692.7b€435.2b€28.9b14.8x24x1.6x
Wed, 11 Jun 2025€673.3b€435.3b€28.9b15.2x23.3x1.5x
Fri, 09 May 2025€689.3b€434.8b€29.0b13.5x23.8x1.6x
Sun, 06 Apr 2025€690.9b€435.2b€29.0b12.7x23.9x1.6x
Tue, 04 Mar 2025€871.6b€434.9b€29.3b13.6x29.8x2x
Thu, 30 Jan 2025€884.5b€433.2b€33.4b12.1x26.5x2x
Sat, 28 Dec 2024€787.1b€433.3b€33.4b11.2x23.6x1.8x
Mon, 25 Nov 2024€713.8b€433.0b€33.4b10.2x21.4x1.6x
Wed, 23 Oct 2024€745.2b€432.8b€33.4b10.8x22.3x1.7x
Fri, 20 Sep 2024€740.2b€433.4b€33.4b10.5x22.1x1.7x
Sun, 18 Aug 2024€781.8b€433.5b€33.5b10.9x23.3x1.8x
Tue, 16 Jul 2024€825.4b€434.9b€36.7b11.3x22.5x1.9x
Thu, 13 Jun 2024€852.9b€434.9b€36.7b13.8x23.2x2x
Sat, 11 May 2024€908.2b€433.6b€36.6b13.9x24.8x2.1x
Mon, 08 Apr 2024€923.8b€433.5b€36.5b13.2x25.3x2.1x
Wed, 06 Mar 2024€935.2b€433.2b€36.3b12.1x25.8x2.2x
Fri, 02 Feb 2024€861.7b€435.2b€37.5b10.6x23x2x
Sun, 31 Dec 2023€839.4b€432.3b€38.7b10.9x21.7x1.9x
Tue, 28 Nov 2023€815.1b€431.9b€39.5b9.8x20.6x1.9x
Thu, 26 Oct 2023€774.5b€431.6b€39.7b9.5x19.5x1.8x
Sat, 23 Sep 2023€828.6b€430.2b€39.7b11.1x20.9x1.9x
Mon, 21 Aug 2023€868.3b€430.2b€39.7b11.6x21.9x2x
Wed, 19 Jul 2023€929.5b€403.6b€34.6b12.5x26.9x2.3x
Fri, 16 Jun 2023€929.1b€403.6b€34.6b11.4x26.9x2.3x
Sun, 14 May 2023€961.7b€401.4b€34.3b11.7x28x2.4x
Tue, 11 Apr 2023€916.7b€399.8b€34.2b12.6x26.8x2.3x
Thu, 09 Mar 2023€900.1b€399.9b€34.2b13.2x26.3x2.3x
Sat, 04 Feb 2023€918.2b€377.1b€32.2b13.4x28.5x2.4x
Price to Earnings Ratio

28.5x


Total Market Cap: €918.2bTotal Earnings: €32.2bTotal Revenue: €377.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 29.3x202420252026
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 56.8x which is higher than its 3-year average PE of 29.3x.
  • 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 Market1.06%
Consumer Discretionary2.55%
Specialty Stores7.28%
Auto Components5.04%
Luxury2.52%
General Merchandise and Department Stores1.86%
Hospitality1.38%
Consumer Durables1.11%
Consumer Services0.58%
Leisure0.10%
Auto0.065%
Online Retail and Ecommerce0%0
Retail Distributors-1.33%
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
MC LVMH Moët Hennessy - Louis Vuitton Société Européenne€589.303.4%
+€9.6b		-21.5%PE26.7x
RMS Hermès International Société en commandite par actions€2.13k2.0%
+€4.4b		-20.0%PE49.8x
CDI Christian Dior€544.001.4%
+€1.4b		-21.3%PE21.5x
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€30.833.9%
+€797.6m		-8.5%PE13.6x
KER Kering€274.501.8%
+€594.6m		5.5%PE46.2x

Latest News

RBO
€26.50
Roche Bobois
7D
-7.0%
1Y
-41.4%
FNAC
€35.40
Fnac Darty
7D
28.0%
1Y
20.0%
SRP
€0.75
SRP Groupe
7D
-7.2%
1Y
2.7%
FDJU
€22.70
FDJ United
7D
-3.4%
1Y
-37.4%

FDJU: Future Earnings Multiple Expansion Will Support Upside As Guidance Clarifies Ambitions

Analysts have trimmed their price target for FDJ United to about €30.68 from roughly €31.08, reflecting slightly softer assumptions on revenue growth and profit margins, a marginally lower discount rate, and a modestly higher future P/E multiple. Valuation Changes Fair Value Estimate: Adjusted from €31.08 to about €30.68, a small reduction in the implied share value.
FR
€12.56
Valeo
7D
10.0%
1Y
13.3%

FR: Future Returns Will Likely Be Constrained By Divisional Mix And Lost Renault Project

Narrative Update The analyst price target for Valeo has been raised by €1, reflecting updated views on slightly higher revenue growth, modestly stronger profit margins, and a marginally lower future P/E as cited by recent Street research from multiple firms. Analyst Commentary Recent Street research on Valeo points to a mixed tone.
ML
€30.83
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
3.9%
1Y
-8.5%
RNO
€31.65
Renault
7D
-0.6%
1Y
-35.9%

RNO: Negative Stub Pricing And EV Alliances Will Support Future Upside

Analysts have trimmed their fair value estimate for Renault from about €61.76 to €58.94. This reflects recent price target cuts and more cautious views on profit margins, while growth and P/E assumptions remain largely unchanged.
MC
€589.30
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
3.4%
1Y
-21.5%

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
€2,130.00
Hermès International Société en commandite par actions
7D
2.0%
1Y
-20.0%

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.
ALVDM
€163.50
Voyageurs du Monde
7D
-2.7%
1Y
10.5%
CDI
€544.00
Christian Dior
7D
1.4%
1Y
-21.3%
KER
€274.50
Kering
7D
1.8%
1Y
5.5%

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.
MLHMC
€6,150.00
Hotel Majestic Cannes
7D
-3.9%
1Y
20.6%
VAC
€1.84
Pierre et Vacances
7D
-2.3%
1Y
13.7%
MLCMB
€264.00
Compagnie Du Mont-Blanc
7D
-6.4%
1Y
91.3%
BAIN
€133.00
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
8.1%
1Y
32.3%

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