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French (CAC) Consumer Discretionary Sector Analysis

UpdatedFeb 20, 2026
DataAggregated Company Financials
Companies97
  • 7D-1.6%
  • 3M-8.4%
  • 1Y-21.2%
  • YTD-10.3%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Hermès International Société en commandite par actions declined by 6.2%. As for the longer term, the industry has declined 20% in the last year. Earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 20 Feb 2026€686.5b€426.9b€12.1b14.8x56.9x1.6x
Sun, 18 Jan 2026€749.6b€431.6b€12.8b16x58.4x1.7x
Tue, 16 Dec 2025€759.4b€430.6b€12.8b17.3x59.1x1.8x
Thu, 13 Nov 2025€779.2b€431.5b€12.8b18.9x60.8x1.8x
Sat, 11 Oct 2025€693.5b€431.3b€12.8b16.2x54.1x1.6x
Mon, 08 Sep 2025€654.6b€431.7b€12.9b16x50.9x1.5x
Wed, 06 Aug 2025€632.2b€431.6b€12.9b16.2x49.2x1.5x
Fri, 04 Jul 2025€682.3b€435.1b€28.9b14.7x23.6x1.6x
Sun, 01 Jun 2025€684.5b€435.3b€29.0b15.1x23.6x1.6x
Tue, 29 Apr 2025€690.4b€434.8b€29.0b13.8x23.8x1.6x
Thu, 27 Mar 2025€767.1b€435.0b€29.0b14x26.4x1.8x
Sat, 22 Feb 2025€881.0b€434.9b€30.0b12.3x29.4x2x
Mon, 20 Jan 2025€841.3b€433.2b€33.4b11.5x25.2x1.9x
Wed, 18 Dec 2024€784.3b€433.3b€33.4b10.4x23.5x1.8x
Fri, 15 Nov 2024€721.3b€432.8b€33.3b10.7x21.6x1.7x
Sun, 13 Oct 2024€778.2b€432.8b€33.4b10.9x23.3x1.8x
Tue, 10 Sep 2024€730.3b€433.5b€33.5b11x21.8x1.7x
Thu, 08 Aug 2024€750.6b€433.5b€33.5b10.8x22.4x1.7x
Sat, 06 Jul 2024€834.5b€434.9b€36.7b12.1x22.7x1.9x
Mon, 03 Jun 2024€859.3b€434.8b€36.7b13.8x23.4x2x
Wed, 01 May 2024€892.7b€433.7b€36.6b13.2x24.4x2.1x
Fri, 29 Mar 2024€947.0b€433.5b€36.5b12.8x26x2.2x
Sun, 25 Feb 2024€953.5b€433.1b€36.5b11.4x26.1x2.2x
Tue, 23 Jan 2024€775.9b€432.4b€38.7b9.9x20.1x1.8x
Thu, 21 Dec 2023€856.8b€432.3b€38.7b10.1x22.2x2x
Sat, 18 Nov 2023€820.8b€431.3b€39.4b10.2x20.8x1.9x
Mon, 16 Oct 2023€762.0b€430.5b€39.8b10x19.2x1.8x
Wed, 13 Sep 2023€835.9b€430.2b€39.7b11.7x21.1x1.9x
Fri, 11 Aug 2023€922.8b€430.1b€39.7b11.7x23.2x2.1x
Sun, 09 Jul 2023€900.5b€403.6b€34.6b12.1x26.1x2.2x
Tue, 06 Jun 2023€904.3b€405.3b€34.9b10.9x25.9x2.2x
Thu, 04 May 2023€963.0b€400.2b€34.3b11.5x28.1x2.4x
Sat, 01 Apr 2023€933.0b€399.0b€34.1b12.9x27.3x2.3x
Mon, 27 Feb 2023€868.5b€399.8b€34.2b12.8x25.4x2.2x
Price to Earnings Ratio

25.4x


Total Market Cap: €868.5bTotal Earnings: €34.2bTotal Revenue: €399.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 29.9x202420252026
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 57.4x which is higher than its 3-year average PE of 29.9x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 29% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.2% 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 Market0.52%
Consumer Discretionary-1.64%
Hospitality0.93%
Consumer Services0.048%
Auto0.029%
Online Retail and Ecommerce0%0
Specialty Stores-0.20%
Leisure-1.17%
Auto Components-1.55%
Luxury-1.81%
General Merchandise and Department Stores-2.05%
Consumer Durables-2.08%
Retail Distributors-2.95%
Industry PE
  • Investors are most optimistic about the Luxury industry, which is trading close to its 3-year average PE ratio of 27.9x.
    • Analysts are expecting annual earnings growth of 13.7%, which is higher than its past year's earnings decline of 7.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 70% 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 8.1% 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€531.501.3%
+€3.5b		-23.6%PE24.3x
FDJU FDJ United€24.728.3%
+€351.0m		-32.6%PE14.2x
CDI Christian Dior€502.500.3%
+€270.6m		-20.7%PE20x
SW Sodexo€47.522.0%
+€136.5m		-34.7%PE9.9x
CDA Compagnie des Alpes€27.903.3%
+€45.6m		73.5%PE13.2x

Latest News

FDJU
€24.72
FDJ United
7D
8.3%
1Y
-32.6%
SK
€51.45
SEB
7D
-2.0%
1Y
-42.7%

SK: Refined Discount Rate And Margin Assumptions Will Support Upside Re Rating

Analysts have increased their price target on SEB by €19, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E as the main factors behind the revision. Analyst Commentary Analysts are using the higher price target as a way to reflect refreshed assumptions around SEB's risk profile, growth outlook and earnings power, rather than a shift driven by any single short term development.
SW
€47.52
Sodexo
7D
2.0%
1Y
-34.7%

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CDA
€27.90
Compagnie des Alpes
7D
3.3%
1Y
73.5%
FR
€13.02
Valeo
7D
-3.0%
1Y
18.5%
RMS
€2,039.00
Hermès International Société en commandite par actions
7D
-6.2%
1Y
-25.4%

Analysts Are Updating Their Hermès International Société en commandite par actions (EPA:RMS) Estimates After Its Full-Year Results

Feb 17
Analysts Are Updating Their Hermès International Société en commandite par actions (EPA:RMS) Estimates After Its Full-Year Results
ML
€33.50
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
-1.3%
1Y
0.1%

ML: Slower Mix Execution And Cash Returns Will Pressure Future Upside

Narrative Update The analyst price target for Compagnie Générale des Établissements Michelin Société en commandite par actions has been lifted by a few euros, supported by recent research that points to a slightly higher fair value estimate of about €25.42, modestly lower revenue growth and profit margin assumptions, a reduced discount rate, and a higher future P/E multiple. Several firms have highlighted Michelin as offering relatively attractive upside versus European tire peers.
KER
€275.50
Kering
7D
-2.0%
1Y
1.9%

KER: Beauty Sale And Cash Returns Will Support Higher Future P/E

Analysts have nudged their price targets on Kering higher by around €15 in recent updates, citing mixed revisions across firms that collectively point to a more balanced view on the shares. Analyst Commentary Recent research on Kering reflects a mix of caution and renewed optimism, with Bullish analysts highlighting potential upside even as others trim expectations.
MC
€531.50
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
1.3%
1Y
-23.6%

The LVMH Moët Hennessy - Louis Vuitton, Société Européenne (EPA:MC) Full-Year Results Are Out And Analysts Have Published New Forecasts

Feb 15
The LVMH Moët Hennessy - Louis Vuitton, Société Européenne (EPA:MC) Full-Year Results Are Out And Analysts Have Published New Forecasts
ELIOR
€2.77
Elior Group
7D
3.5%
1Y
6.8%

ELIOR: Trimmed Expectations And Buyback Flexibility Will Shape Balanced Risk Profile

Narrative Update Analysts have trimmed their price target on Elior Group from €4.00 to €3.60, reflecting updated views on the shares while keeping core valuation inputs such as fair value at €3.12, discount rate at 12.3%, revenue growth at 3.05%, profit margin at 1.48%, and future P/E near 11.3x broadly unchanged. Analyst Commentary Bullish analysts are still constructive on Elior Group, even with a lower price target, and are focusing on how current valuation and fundamentals line up with the updated fair value view.
AC
€48.33
Accor
7D
-2.1%
1Y
3.1%
FRVIA
€14.04
Forvia
7D
-4.1%
1Y
32.5%

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Narrative Update Analysts have raised their fair value estimate for Forvia from €13.78 to €15.23, citing recent price target revisions and updated assumptions on the discount rate, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent price target updates indicate that research desks are reassessing Forvia's risk and reward profile, with fresh views on where the shares could reasonably trade relative to earnings and execution expectations.
CDI
€502.50
Christian Dior
7D
0.3%
1Y
-20.7%

There May Be Some Bright Spots In Christian Dior's (EPA:CDI) Earnings

Feb 06
There May Be Some Bright Spots In Christian Dior's (EPA:CDI) Earnings
ALVDM
€139.00
Voyageurs du Monde
7D
-7.0%
1Y
-1.1%

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Feb 06
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VAC
€1.84
Pierre et Vacances
7D
2.7%
1Y
26.8%

Pierre et Vacances SA's (EPA:VAC) CEO Compensation Looks Acceptable To Us And Here's Why

Feb 06
Pierre et Vacances SA's (EPA:VAC) CEO Compensation Looks Acceptable To Us And Here's Why
ARAMI
€4.35
Aramis Group SAS
7D
8.6%
1Y
-46.0%

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