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French (CAC) Consumer Discretionary Sector Analysis
UpdatedDec 08, 2022
DataAggregated Company Financials
Companies104
- 7D-2.8%
- 3M11.3%
- 1Y-5.7%
- YTD-7.2%
Over the last 7 days, the Consumer Discretionary industry has risen 1.7%, driven by gains from SEB of 11%. In the past year, the industry is down 6.7%. Looking forward, earnings are forecast to grow by 9.6% annually.
Sector Valuation and Performance
Has the French Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 08 Dec 2022 | €794.9b | €370.0b | €31.4b | 12.3x | 25.3x | 2.1x |
| Sat, 05 Nov 2022 | €735.8b | €369.3b | €30.6b | 11.8x | 24x | 2x |
| Mon, 03 Oct 2022 | €671.2b | €366.9b | €30.3b | 10.9x | 22.1x | 1.8x |
| Wed, 31 Aug 2022 | €794.9b | €389.8b | €32.2b | 11.7x | 24.7x | 2x |
| Fri, 29 Jul 2022 | €773.8b | €371.0b | €30.0b | 11.6x | 25.8x | 2.1x |
| Sun, 26 Jun 2022 | €719.3b | €358.7b | €29.2b | 12.5x | 24.7x | 2x |
| Tue, 24 May 2022 | €697.6b | €357.9b | €28.8b | 16.1x | 24.2x | 1.9x |
| Thu, 21 Apr 2022 | €794.3b | €357.6b | €29.1b | 17.7x | 27.3x | 2.2x |
| Sat, 19 Mar 2022 | €798.2b | €346.8b | €27.9b | 15x | 28.6x | 2.3x |
| Mon, 14 Feb 2022 | €848.4b | €343.2b | €26.3b | 15.2x | 32.2x | 2.5x |
| Wed, 12 Jan 2022 | €896.2b | €333.9b | €23.8b | 15.3x | 37.7x | 2.7x |
| Fri, 10 Dec 2021 | €925.9b | €333.6b | €23.7b | 14.4x | 39x | 2.8x |
| Sun, 07 Nov 2021 | €909.4b | €332.5b | €23.1b | 15.1x | 39.4x | 2.7x |
| Tue, 05 Oct 2021 | €802.6b | €331.8b | €22.3b | 14.8x | 36x | 2.4x |
| Thu, 02 Sep 2021 | €844.9b | €331.4b | €22.2b | 17.9x | 38.1x | 2.5x |
| Sat, 31 Jul 2021 | €868.4b | €331.4b | €22.2b | 17.4x | 39.1x | 2.6x |
| Tue, 04 May 2021 | €784.6b | €309.4b | €10.2b | 18x | 77x | 2.5x |
| Fri, 05 Feb 2021 | €634.9b | €290.6b | -€1,531,690,451.90 | 18.6x | -414.5x | 2.2x |
| Mon, 09 Nov 2020 | €540.0b | €298.1b | -€1,515,616,298.15 | 16.5x | -356.3x | 1.8x |
| Sun, 02 Aug 2020 | €501.9b | €306.1b | -€1,001,490,227.48 | 16.2x | -501.1x | 1.6x |
| Wed, 06 May 2020 | €491.2b | €329.6b | €10.0b | 15.4x | 48.9x | 1.5x |
| Sat, 08 Feb 2020 | €569.4b | €350.3b | €20.2b | 15.4x | 28.2x | 1.6x |
Price to Earnings Ratio
29.5x
Current Industry PE
- Investors are pessimistic on the French Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 25.4x which is higher than its 3-year average PE of -78.5x.
- The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 16% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the French Consumer Discretionary sector?
| FR Market | -1.22% | |
| Consumer Discretionary | -2.79% | |
| Leisure | 16.99% | |
| Consumer Durables | 8.96% | |
| Hospitality | 0.70% | |
| Auto | 0.047% | |
| Consumer Services | 0% | |
| General Merchanise and Department Stores | 0% | |
| Specialty Stores | -0.47% | |
| Retail Distributors | -1.10% | |
| Auto Components | -2.97% | |
| Luxury | -3.10% | |
| Online Retail and Ecommerce | -12.29% | |
Industry PE
- Investors are most optimistic about the Online Retail and Ecommerce industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 33.0%, which is higher than its past year's earnings decline of 42.9% per year.
- Investors are most pessimistic about the Auto industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 36% over the next 5 years.
- However this is lower than its past earnings growth rate of 49% per year.
- In contrast, the Luxury industry is expected to see its earnings grow by 8.3% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SK SEB | €83.25 | 10.7% +€443.2m | -37.8% | PE12.2x | |
| BEN Bénéteau | €13.70 | 26.6% +€232.4m | -0.1% | PE14x | |
| SW Sodexo | €92.62 | 1.0% +€133.9m | 20.2% | PE19.4x | |
| TRI Trigano | €125.70 | 5.3% +€121.5m | -23.1% | PE8.7x | |
| CNV Cnova | €3.50 | 9.0% +€100.1m | -36.8% | PS0.6x |
