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French (CAC) Consumer Discretionary Sector Analysis

UpdatedNov 10, 2025
DataAggregated Company Financials
Companies97
  • 7D-2.0%
  • 3M16.3%
  • 1Y-0.05%
  • YTD-6.9%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.1%, driven by a pullback from Hermès International Société en commandite par actions of 4.2%. As for the longer term, the industry's performance has been flat for 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
Mon, 10 Nov 2025€731.2b€431.5b€12.8b18.7x57.1x1.7x
Wed, 08 Oct 2025€713.7b€431.3b€12.8b16x55.7x1.7x
Fri, 05 Sep 2025€654.1b€431.6b€12.9b16.1x50.9x1.5x
Sun, 03 Aug 2025€633.5b€431.6b€12.9b15.8x49.3x1.5x
Tue, 01 Jul 2025€646.4b€435.3b€28.9b14.6x22.3x1.5x
Thu, 29 May 2025€682.8b€435.3b€29.0b15.2x23.6x1.6x
Sat, 26 Apr 2025€686.3b€434.8b€29.0b14.4x23.7x1.6x
Mon, 24 Mar 2025€777.1b€434.9b€29.1b13x26.7x1.8x
Wed, 19 Feb 2025€890.4b€431.1b€30.6b12.2x29.1x2.1x
Fri, 17 Jan 2025€842.4b€433.2b€33.4b11.4x25.2x1.9x
Sun, 15 Dec 2024€785.7b€433.3b€33.4b10.4x23.5x1.8x
Tue, 12 Nov 2024€733.4b€432.8b€33.3b10.6x22x1.7x
Thu, 10 Oct 2024€778.8b€432.7b€33.4b10.9x23.3x1.8x
Sat, 07 Sep 2024€727.3b€433.5b€33.5b10.7x21.7x1.7x
Mon, 05 Aug 2024€748.7b€433.5b€33.5b10.8x22.4x1.7x
Wed, 03 Jul 2024€829.8b€434.8b€36.7b12.6x22.6x1.9x
Fri, 31 May 2024€858.5b€434.8b€36.7b13.8x23.4x2x
Sun, 28 Apr 2024€914.5b€433.7b€36.6b12.8x25x2.1x
Tue, 26 Mar 2024€942.4b€433.5b€36.3b12.7x26x2.2x
Thu, 22 Feb 2024€928.1b€432.5b€36.4b11.3x25.5x2.1x
Sat, 20 Jan 2024€771.4b€432.4b€38.7b10.4x19.9x1.8x
Mon, 18 Dec 2023€862.0b€432.3b€38.7b10.2x22.3x2x
Wed, 15 Nov 2023€817.2b€431.3b€39.4b10.3x20.7x1.9x
Fri, 13 Oct 2023€776.3b€430.5b€39.8b10.2x19.5x1.8x
Sun, 10 Sep 2023€842.4b€430.1b€39.7b11.6x21.2x2x
Tue, 08 Aug 2023€906.4b€430.1b€39.7b12x22.8x2.1x
Thu, 06 Jul 2023€925.7b€403.6b€34.6b11.8x26.8x2.3x
Sat, 03 Jun 2023€919.3b€403.6b€34.6b11x26.6x2.3x
Mon, 01 May 2023€957.0b€400.2b€34.3b12.1x27.9x2.4x
Wed, 29 Mar 2023€898.9b€399.9b€34.2b12.5x26.3x2.2x
Fri, 24 Feb 2023€897.3b€395.3b€33.6b12.8x26.7x2.3x
Sun, 22 Jan 2023€858.4b€370.2b€31.4b12.6x27.3x2.3x
Tue, 20 Dec 2022€767.4b€370.1b€31.4b11.7x24.5x2.1x
Thu, 17 Nov 2022€774.7b€369.3b€30.6b12.2x25.3x2.1x
Price to Earnings Ratio

25.3x


Total Market Cap: €774.7bTotal Earnings: €30.6bTotal Revenue: €369.3bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 26.9x202320242025
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 57.1x which is higher than its 3-year average PE of 26.9x.
  • 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 25% 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-1.99%
Consumer Discretionary-1.99%
Consumer Services7.49%
Auto Components0.83%
Retail Distributors0%0
Online Retail and Ecommerce0%0
Auto-0.21%
General Merchandise and Department Stores-1.17%
Specialty Stores-1.29%
Hospitality-1.32%
Consumer Durables-1.77%
Luxury-2.17%
Leisure-4.27%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 91.0x.
    • 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 92% over the next 5 years.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 9.8% 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€28.421.1%
+€223.1m		-11.7%PE12.7x
AC Accor€45.451.8%
+€192.4m		3.2%PE18.2x
TRI Trigano€147.903.1%
+€85.0m		18.4%PE9.5x
ALHEX Hexaom€30.305.9%
+€11.6m		21.2%PE23x
MLGAI Grande Armee Investissement€161.0032.0%
+€10.8m		85.1%n/a

Latest News

CDI
€563.00
Christian Dior
7D
-1.1%
1Y
0%

There's Been No Shortage Of Growth Recently For Christian Dior's (EPA:CDI) Returns On Capital

Nov 10
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MLCMB
€276.00
Compagnie Du Mont-Blanc
7D
2.2%
1Y
95.7%
KER
€299.90
Kering
7D
-1.5%
1Y
33.9%
ML
€28.42
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
1.1%
1Y
-11.7%

ML: Long-Term Industry Positioning Will Drive Upside Despite Recent Market Caution

Analysts have modestly reduced their average price target for Compagnie Générale des Établissements Michelin Société en commandite par actions, shifting from approximately €34.20 to about €31.40. This adjustment comes after factoring in slightly lower revenue growth prospects and updated discount rates.
RMS
€2,058.00
Hermès International Société en commandite par actions
7D
-2.7%
1Y
0.4%

RMS: Sector Outlook Will Shift As Creative Leadership Changes Unfold

Narrative Update on Hermès International Société en commandite par actions Hermès’ fair value estimate has been slightly reduced from €2,397.95 to €2,391.70. Analysts cite modestly softer growth expectations and a more cautious sector outlook, which is reflected in multiple recent price target decreases.
SW
€45.98
Sodexo
7D
-3.6%
1Y
-44.7%

SW: Future Leadership Transition and Expanding Contracts Will Drive Improved Sentiment

Analysts have revised Sodexo's average price target downward, decreasing it by approximately EUR 5 to EUR 59. This reflects a more cautious outlook based on updated profitability and growth expectations.
MC
€603.20
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
-2.2%
1Y
0.6%

MC: Future Performance Will Depend On Recovery In Global Luxury Demand

The analyst price target for LVMH Moët Hennessy - Louis Vuitton Société Européenne has increased slightly from €588.07 to €593.86, as analysts point to stable long-term fundamentals, resilient margins, and signs of a gradual recovery in global luxury demand. Analyst Commentary Recent research updates on LVMH Moët Hennessy - Louis Vuitton Société Européenne reflect a mix of optimism and caution among analysts.
AC
€45.45
Accor
7D
1.8%
1Y
3.2%

Is Accor (EPA:AC) Using Too Much Debt?

Oct 24
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BAIN
€100.50
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
-5.6%
1Y
-6.9%

Unpleasant Surprises Could Be In Store For Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco's (EPA:BAIN) Shares

Oct 23
Unpleasant Surprises Could Be In Store For Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco's (EPA:BAIN) Shares
FRVIA
€11.14
Forvia
7D
-5.0%
1Y
21.1%
ALHEX
€30.30
Hexaom
7D
5.9%
1Y
21.2%
TRI
€147.90
Trigano
7D
3.1%
1Y
18.4%
RNO
€34.04
Renault
7D
-1.2%
1Y
-16.9%

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ALPDX
€13.00
Piscines Desjoyaux
7D
0.4%
1Y
8.3%
ABEO
€8.52
Abéo
7D
2.7%
1Y
-19.6%

Abéo (EPA:ABEO) Is Increasing Its Dividend To €0.33

Jul 23
Abéo (EPA:ABEO) Is Increasing Its Dividend To €0.33
MLGAI
€161.00
Grande Armee Investissement
7D
32.0%
1Y
85.1%