Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

French (CAC) Consumer Discretionary Sector Analysis

UpdatedDec 30, 2025
DataAggregated Company Financials
Companies98
  • 7D0.3%
  • 3M11.1%
  • 1Y-3.1%
  • YTD-3.6%

Over the last 7 days, the Consumer Discretionary industry has remained flat. As for the longer term, the industry has declined 3.1% in the last year. 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
Tue, 30 Dec 2025€757.0b€431.6b€12.8b15.5x59x1.8x
Thu, 27 Nov 2025€755.4b€431.5b€12.9b15.8x58.6x1.8x
Sat, 25 Oct 2025€757.5b€431.2b€12.8b16x59x1.8x
Mon, 22 Sep 2025€679.5b€431.6b€12.9b15.9x52.8x1.6x
Wed, 20 Aug 2025€659.9b€431.6b€12.9b16.3x51.3x1.5x
Fri, 18 Jul 2025€677.9b€435.2b€28.9b14.5x23.5x1.6x
Sun, 15 Jun 2025€655.7b€435.3b€28.9b14.6x22.7x1.5x
Tue, 13 May 2025€731.5b€434.8b€29.0b14.1x25.3x1.7x
Thu, 10 Apr 2025€660.5b€435.2b€29.0b12.8x22.8x1.5x
Sat, 08 Mar 2025€809.7b€434.9b€29.3b13.1x27.6x1.9x
Mon, 03 Feb 2025€878.3b€431.4b€31.4b12.2x28x2x
Wed, 01 Jan 2025€789.4b€433.1b€33.4b11.6x23.6x1.8x
Fri, 29 Nov 2024€718.1b€433.3b€33.4b10.1x21.5x1.7x
Sun, 27 Oct 2024€757.1b€433.4b€33.3b10.8x22.7x1.7x
Tue, 24 Sep 2024€716.2b€433.4b€33.4b10.9x21.4x1.7x
Thu, 22 Aug 2024€805.2b€433.5b€33.5b10.8x24x1.9x
Sat, 20 Jul 2024€800.2b€434.8b€36.7b11.5x21.8x1.8x
Mon, 17 Jun 2024€828.1b€434.9b€36.7b12.9x22.6x1.9x
Wed, 15 May 2024€913.3b€433.6b€36.6b14x25x2.1x
Fri, 12 Apr 2024€910.8b€433.1b€36.4b13.6x25x2.1x
Sun, 10 Mar 2024€951.9b€433.4b€36.4b12x26.2x2.2x
Tue, 06 Feb 2024€874.2b€434.3b€37.4b10.3x23.4x2x
Thu, 04 Jan 2024€803.4b€432.3b€38.7b10.8x20.8x1.9x
Sat, 02 Dec 2023€811.8b€432.2b€38.7b10.1x21x1.9x
Mon, 30 Oct 2023€760.4b€431.3b€39.4b9.2x19.3x1.8x
Wed, 27 Sep 2023€793.8b€430.2b€39.7b10.5x20x1.8x
Fri, 25 Aug 2023€873.5b€430.2b€39.7b12.5x22x2x
Sun, 23 Jul 2023€944.7b€403.6b€34.6b12.4x27.3x2.3x
Tue, 20 Jun 2023€937.1b€403.6b€34.6b11.5x27.1x2.3x
Thu, 18 May 2023€954.4b€401.4b€34.3b11.9x27.8x2.4x
Sat, 15 Apr 2023€976.8b€400.2b€34.3b12.5x28.5x2.4x
Mon, 13 Mar 2023€890.8b€399.8b€34.2b13.1x26x2.2x
Wed, 08 Feb 2023€894.9b€377.1b€32.2b13x27.8x2.4x
Fri, 06 Jan 2023€811.5b€370.1b€31.4b12.5x25.8x2.2x
Price to Earnings Ratio

25.8x


Total Market Cap: €811.5bTotal Earnings: €31.4bTotal Revenue: €370.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 28.4x20242025
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 59.0x which is higher than its 3-year average PE of 28.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
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 5.3% 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-0.014%
Consumer Discretionary0.30%
Auto Components0.51%
Luxury0.39%
Retail Distributors0.24%
Consumer Durables0.23%
Online Retail and Ecommerce0%0
Specialty Stores-0.19%
Leisure-0.29%
Hospitality-0.92%
Auto-1.82%
General Merchandise and Department Stores-5.18%
Consumer Services-5.68%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 130x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
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€633.200.9%
+€2.7b		0.6%PE28.7x
CDI Christian Dior€589.001.2%
+€1.3b		-1.3%PE23.3x
FRVIA Forvia€13.551.8%
+€46.2m		56.8%PS0.1x
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€28.220.2%
+€41.2m		-10.7%PE12.5x
OPM OPmobility€15.941.6%
+€35.7m		60.2%PE14.2x

Latest News

ML
€28.22
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
0.2%
1Y
-10.7%

Compagnie Générale des Établissements Michelin Société en commandite par actions (EPA:ML) Has A Somewhat Strained Balance Sheet

Dec 27
Compagnie Générale des Établissements Michelin Société en commandite par actions (EPA:ML) Has A Somewhat Strained Balance Sheet
FR
€11.58
Valeo
7D
1.1%
1Y
26.6%

FR: Strong Q3 Delivery Will Support Improving Margins Despite EV Contract Loss

Analysts have nudged their price targets on Valeo modestly higher, with recent revisions such as EUR 10.35 from EUR 8.80 and EUR 10.50 from EUR 10, supporting a slightly increased fair value estimate despite lingering concerns over divisional mix and margin pressure. Analyst Commentary Bullish analysts are cautiously turning more constructive on Valeo, highlighting improving fundamentals and a narrowing gap between the current share price and their reassessed fair value estimates.
FRVIA
€13.55
Forvia
7D
1.8%
1Y
56.8%

FRVIA: Future Earnings May Disappoint If Global Auto Production Declines

Analysts have raised their price target on Forvia by EUR 0.85 to EUR 14.20, citing increased confidence in the company's strategy and the growth of its higher margin sales areas. Analyst Commentary While the latest target price revision reflects growing confidence in Forvia's strategic direction, not all market observers share the same optimism.
FDJU
€23.34
FDJ United
7D
-0.3%
1Y
-36.1%

FDJU Slower Revenue Outlook Will Shape Margins And Repricing Ahead

The analyst price target for FDJ United has been revised lower from EUR 27.80 to EUR 22.50 as analysts factor in slightly slower expected revenue growth, a higher discount rate, and a de rating of future earnings multiples, partly offset by improved profit margin forecasts. Analyst Commentary Recent Street research reflects a more cautious stance on FDJ United, with multiple price target reductions signaling rising skepticism about the companys medium term growth and valuation support.
RNO
€35.19
Renault
7D
-2.5%
1Y
-24.6%

RNO: Restructuring And EV Partnerships Will Support Cash Generation And Margin Expansion

Analysts have nudged their fair value estimate for Renault up by about EUR 1 per share, reflecting slightly stronger long term revenue growth and margin expectations, even as they remain cautious on the sector outlook. Analyst Commentary Recent coverage underscores a cautiously constructive view on Renault, with fair value support anchored by a balance of structural challenges and underappreciated assets.
RMS
€2,101.00
Hermès International Société en commandite par actions
7D
-0.3%
1Y
-8.9%

RMS: Creative Leadership Changes Will Sustain Long Term Luxury Sector Outperformance

The analyst price target for Hermès International Société en commandite par actions has been trimmed modestly, with fair value easing by about EUR 7 to roughly EUR 2,378, as analysts incorporate slightly lower sector growth expectations and a more cautious stance on luxury demand. Analyst Commentary Recent research updates point to a more balanced stance on Hermès International Société en commandite par actions, with price targets nudged lower and ratings converging around neutral, as the luxury backdrop normalizes after several years of outsized growth.
SW
€43.14
Sodexo
7D
-1.5%
1Y
-45.3%

SW: Reset Expectations May Allow Upside From Efficiency Gains And Cash Flow Resilience

Analysts have lowered their price target on Sodexo from EUR 87.17 to EUR 65.50, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and a reduced future P/E multiple that aligns with recent downward revisions in Street targets. Analyst Commentary Recent Street commentary reflects a more cautious stance on Sodexo's valuation, but bullish analysts still highlight several supportive factors for the medium term.
SK
€48.98
SEB
7D
0.6%
1Y
-43.3%

SK: Steady Earnings And Cash Returns Will Support Future Share Momentum

Analysts have modestly lowered their price target for SEB to SEK 167 from SEK 180, citing a slightly higher discount rate while leaving fair value and core operating assumptions largely unchanged. Analyst Commentary Recent commentary from JPMorgan and other market observers underscores a broadly cautious stance on SEB, with the lower price target reflecting incremental changes in risk perception rather than a shift in the fundamental outlook.
AC
€47.57
Accor
7D
-1.2%
1Y
1.9%
OPM
€15.94
OPmobility
7D
1.6%
1Y
60.2%

OPM: Rising Margin Hopes Will Eventually Clash With Execution Risks

Analysts have raised their price target on OPmobility to EUR 17.00 from EUR 16.30. They cite a higher fair value estimate and slightly improved long term profit margin expectations, despite a modestly higher discount rate and a softer revenue growth outlook.
KER
€299.00
Kering
7D
-2.0%
1Y
26.1%

KER: Beauty Unit Sale To L'Oreal Will Support Luxury Portfolio Repositioning

Kering's analyst price target has been raised from EUR 313.67 to EUR 370 as analysts factor in higher expected revenue growth, improved profit margins and a modestly lower discount rate, despite a mixed set of rating changes across the Street. Analyst Commentary Recent research updates on Kering present a mixed backdrop, with rising price targets and selective upgrades offset by caution on valuation and luxury sector growth.
MC
€633.20
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
0.9%
1Y
0.6%

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

Analysts have lifted their consolidated price target for LVMH Moët Hennessy - Louis Vuitton Société Européenne by roughly EUR 110 per share. The increase reflects recent model revisions for French tax changes, stronger than expected Q3 sales and an improving view on luxury sector recovery, despite more muted long term demand growth assumptions.
BAIN
€107.50
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
-0.5%
1Y
7.0%

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
CDI
€589.00
Christian Dior
7D
1.2%
1Y
-1.3%

Christian Dior (EPA:CDI) Has Announced A Dividend Of €6.05

Nov 29
Christian Dior (EPA:CDI) Has Announced A Dividend Of €6.05
ALBOU
€40.00
Bourrelier Group
7D
-10.7%
1Y
-20.0%

Shareholders Can Be Confident That Bourrelier Group's (EPA:ALBOU) Earnings Are High Quality

Nov 08
Shareholders Can Be Confident That Bourrelier Group's (EPA:ALBOU) Earnings Are High Quality
FNAC
€29.25
Fnac Darty
7D
1.7%
1Y
4.5%