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French (CAC) Consumer Discretionary Sector Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies97
  • 7D-2.0%
  • 3M-8.0%
  • 1Y-19.7%
  • YTD-8.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.0%, driven by pullbacks in LVMH Moët Hennessy - Louis Vuitton Société Européenne and Hermès International Société en commandite par actions of 2.5% and 2.7%, respectively. However, the industry is down 20% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 02 Mar 2026€697.7b€423.0b€11.6b14.4x60.2x1.6x
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
Price to Earnings Ratio

26.3x


Total Market Cap: €900.1bTotal Earnings: €34.2bTotal Revenue: €399.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 30.2x202420252026
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 60.2x which is higher than its 3-year average PE of 30.2x.
  • 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 30% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Market0.34%
Consumer Discretionary-2.03%
Leisure2.66%
Consumer Durables1.42%
Auto Components1.01%
Hospitality0.95%
Specialty Stores0.94%
Consumer Services0.29%
Retail Distributors0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.23%
Auto-0.54%
Luxury-2.40%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 13.8x.
    • Analysts are expecting annual earnings growth of 22.2%, which is higher than its past year's earnings decline of 4.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 73% 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 12% 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€34.401.9%
+€440.1m		1.4%PE15.2x
AC Accor€49.262.6%
+€283.1m		1.3%PE28.7x
FDJU FDJ United€25.664.3%
+€195.7m		-31.2%PE26.9x
OPM OPmobility€17.033.8%
+€88.5m		62.3%PE13.1x
SK SEB€52.152.3%
+€63.0m		-40.1%PE11.7x

Latest News

RNO
€32.11
Renault
7D
0.3%
1Y
-36.5%
FR
€12.29
Valeo
7D
-2.8%
1Y
22.1%
SMCP
€6.86
SMCP
7D
9.6%
1Y
103.0%
OPM
€17.03
OPmobility
7D
3.8%
1Y
62.3%
SK
€52.15
SEB
7D
2.3%
1Y
-40.1%
FRVIA
€12.08
Forvia
7D
-5.1%
1Y
42.5%
FDJU
€25.66
FDJ United
7D
4.3%
1Y
-31.2%
AC
€49.26
Accor
7D
2.6%
1Y
1.3%
MC
€544.10
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
-2.5%
1Y
-21.2%
ARAMI
€3.79
Aramis Group SAS
7D
-8.2%
1Y
-53.2%
RMS
€2,049.00
Hermès International Société en commandite par actions
7D
-2.7%
1Y
-25.1%

RMS: Jefferies Upgrade And Medium Term Guidance Will Support Elevated Future P/E

Analysts have kept their €2,800 price target for Hermès International Société en commandite par actions steady, with recent research highlighting slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E to reflect updated views on the business following the latest upgrade commentary. Analyst Commentary Recent research has focused on how the latest upgrade commentary feeds into the existing €2,800 price target, with bullish analysts refining their assumptions rather than changing the headline number.
SW
€46.40
Sodexo
7D
-2.1%
1Y
-38.2%

SW: Trimmed Outlook And Dividend Will Shape Future Cash Flow Resilience

The analyst fair value estimate for Sodexo has been trimmed by about €0.18 per share, following a series of price target cuts from around €52 to a range of roughly €45 to €51 as analysts factor in slightly lower long term growth and profitability expectations and modestly adjust discount rates. Analyst Commentary Recent research updates on Sodexo point to a more cautious stance, with several firms trimming price targets and, in one case, lowering the rating.
CDA
€29.00
Compagnie des Alpes
7D
3.4%
1Y
77.7%
ML
€34.40
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
1.9%
1Y
1.4%

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
€285.90
Kering
7D
-0.2%
1Y
6.4%

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.
CDI
€517.00
Christian Dior
7D
-2.3%
1Y
-18.1%

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