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French (CAC) Consumer Discretionary Sector Analysis

UpdatedMar 11, 2026
DataAggregated Company Financials
Companies97
  • 7D1.1%
  • 3M-12.8%
  • 1Y-17.7%
  • YTD-14.9%

Over the last 7 days, the Consumer Discretionary industry has risen 1.1%, driven by gains from Hermès International Société en commandite par actions of 2.7%. In the past year, the industry is down 18%. As for the next few years, earnings are expected to grow by 15% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026€651.1b€422.9b€11.5b12.9x56.4x1.5x
Sat, 07 Feb 2026€687.4b€427.6b€12.8b14.7x53.8x1.6x
Mon, 05 Jan 2026€765.7b€431.6b€12.8b15.4x59.7x1.8x
Wed, 03 Dec 2025€759.4b€431.6b€12.8b17.4x59.1x1.8x
Fri, 31 Oct 2025€749.7b€431.3b€12.8b16.6x58.6x1.7x
Sun, 28 Sep 2025€676.5b€431.5b€12.8b15.1x52.9x1.6x
Tue, 26 Aug 2025€656.2b€431.6b€12.9b16.2x51x1.5x
Thu, 24 Jul 2025€680.1b€435.2b€28.9b14.5x23.5x1.6x
Sat, 21 Jun 2025€642.6b€435.3b€28.9b14.7x22.2x1.5x
Mon, 19 May 2025€718.6b€434.6b€28.9b14.1x24.9x1.7x
Wed, 16 Apr 2025€671.9b€434.8b€29.0b13.8x23.2x1.5x
Fri, 14 Mar 2025€782.2b€435.1b€29.2b13.3x26.8x1.8x
Sun, 09 Feb 2025€860.3b€431.4b€31.4b12.1x27.4x2x
Tue, 07 Jan 2025€788.4b€433.1b€33.4b11.7x23.6x1.8x
Thu, 05 Dec 2024€751.8b€433.3b€33.4b9.6x22.5x1.7x
Sat, 02 Nov 2024€742.5b€432.8b€33.3b9.6x22.3x1.7x
Mon, 30 Sep 2024€831.5b€433.1b€33.4b10.9x24.9x1.9x
Wed, 28 Aug 2024€793.7b€433.5b€33.5b11.1x23.7x1.8x
Fri, 26 Jul 2024€770.9b€432.8b€33.4b11.7x23.1x1.8x
Sun, 23 Jun 2024€839.9b€434.9b€36.7b13.1x22.9x1.9x
Tue, 21 May 2024€905.7b€434.6b€36.7b13.9x24.7x2.1x
Thu, 18 Apr 2024€919.7b€433.1b€36.4b12.8x25.2x2.1x
Sat, 16 Mar 2024€974.3b€433.4b€36.3b12.5x26.8x2.2x
Mon, 12 Feb 2024€911.8b€433.9b€37.4b10.4x24.4x2.1x
Wed, 10 Jan 2024€790.8b€432.3b€38.7b10.8x20.5x1.8x
Fri, 08 Dec 2023€829.8b€432.2b€38.7b10x21.4x1.9x
Sun, 05 Nov 2023€801.0b€431.3b€39.4b9.9x20.3x1.9x
Tue, 03 Oct 2023€808.9b€430.3b€39.7b10.6x20.4x1.9x
Thu, 31 Aug 2023€897.1b€430.2b€39.7b12.3x22.6x2.1x
Sat, 29 Jul 2023€936.3b€426.8b€38.9b12.5x24.1x2.2x
Mon, 26 Jun 2023€910.3b€403.6b€34.6b11.1x26.3x2.3x
Wed, 24 May 2023€916.9b€403.4b€34.6b11.4x26.5x2.3x
Fri, 21 Apr 2023€978.0b€400.2b€34.3b12.3x28.5x2.4x
Sun, 19 Mar 2023€869.4b€399.1b€34.2b12.5x25.4x2.2x
Price to Earnings Ratio

25.4x


Total Market Cap: €869.4bTotal Earnings: €34.2bTotal Revenue: €399.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 30.4x202420252026
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 56.4x which is higher than its 3-year average PE of 30.4x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.5x.
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 Market-0.33%
Consumer Discretionary1.09%
Luxury1.41%
Consumer Durables0.63%
Online Retail and Ecommerce0%0
Consumer Services-0.047%
Retail Distributors-0.42%
Hospitality-0.43%
Specialty Stores-0.94%
Leisure-1.56%
Auto Components-1.84%
Auto-2.80%
General Merchandise and Department Stores-3.23%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 14.1x.
    • Analysts are expecting annual earnings growth of 22.0%, 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 71% 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
KER Kering€259.701.1%
+€343.3m		4.0%PS2.2x
FDJU FDJ United€25.761.8%
+€84.9m		-15.9%PE27x
BAIN Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco€134.002.3%
+€73.5m		30.1%PE28x
OPM OPmobility€15.310.7%
+€14.3m		48.2%PE11.8x
FSDV FSDV Société anonyme€18.505.1%
+€13.0m		n/aPS2.9x

Latest News

AC
€42.86
Accor
7D
-5.7%
1Y
-4.2%
MC
€500.30
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
-1.4%
1Y
-18.2%
FDJU
€25.76
FDJ United
7D
1.8%
1Y
-15.9%

FDJU: Future Earnings Power Will Rely On Margin Recovery And Dividend Support

Analysts have trimmed their price target on FDJ United to €26 from €27.50, reflecting updated assumptions around growth, profitability and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the revised €26 price target as still implying a degree of confidence in FDJ United's ability to execute on current plans, even after updating growth and profitability assumptions.
FR
€10.90
Valeo
7D
-3.5%
1Y
7.2%

FR: Future Returns Will Likely Hinge On Executing 2026 Margin Guidance

Analysts have nudged our fair value for Valeo up from €9.0 to €10.0 per share, reflecting recent price target increases to around €13 to €14 and updated views on revenue growth, profit margins, and the appropriate future P/E multiple. Analyst Commentary Recent research points to a cluster of higher price targets for Valeo, with several houses now anchoring their fair value views in the €13 to €14 range.
FRVIA
€10.29
Forvia
7D
-6.2%
1Y
18.2%

FRVIA: Higher Margin Focus And 2026 Guidance Will Test Recent Optimism

Forvia's analyst fair value estimate has increased from €8.50 to €10.50. This change reflects a series of recent price target increases from analysts, who cite updated expectations that are now captured in higher Street targets ranging from €12 to €15.
RMS
€1,920.50
Hermès International Société en commandite par actions
7D
-0.5%
1Y
-23.3%

RMS: Brand Strength And Jefferies Upgrade Will Support Long Term Upside

Narrative Update on Hermès International Société en commandite par actions The updated analyst price target for Hermès International Société en commandite par actions edges slightly lower to about €2,375. Analysts cite a higher discount rate and a modestly lower future P/E multiple, partially offset by neutral changes in fair value drivers such as revenue growth and profit margin, in line with recent research that includes the Jefferies upgrade.
OPM
€15.31
OPmobility
7D
0.7%
1Y
48.2%
FCMC
€2,060.00
Société Fermière du Casino Municipal de Cannes
7D
2.0%
1Y
47.1%
SW
€43.74
Sodexo
7D
-3.4%
1Y
-41.4%

SW: Future Dividend Support Will Likely Be Constrained By Execution Risks

We trim our Sodexo analyst price target by €1 to align with a series of recent reductions from €45 to €51 by major banks, as analysts factor in updated assumptions on discount rates, modest revenue growth expectations, and slightly softer margin forecasts. Analyst Commentary Recent Street research shows a clear tilt toward more cautious positioning on Sodexo, with several price targets adjusted lower and one downgrade in the mix.
KER
€259.70
Kering
7D
1.1%
1Y
4.0%
ML
€31.00
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
-2.9%
1Y
-9.4%

ML: Cash Returns And Premium Mix Will Support Future Re rating Potential

The analyst fair value estimate for Compagnie Générale des Établissements Michelin Société en commandite par actions has moved from €38 to €40, as analysts point to updated Street price targets from several firms and slightly adjusted assumptions for the discount rate, revenue growth, profit margin and forward P/E. Analyst Commentary Recent Street research on Compagnie Générale des Établissements Michelin Société en commandite par actions has centered on steady price target adjustments and a consistent Hold stance.
CDI
€477.60
Christian Dior
7D
-1.3%
1Y
-15.5%

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
VAC
€1.76
Pierre et Vacances
7D
0.9%
1Y
23.6%

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
BAIN
€134.00
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
2.3%
1Y
30.1%

Earnings Not Telling The Story For Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN) After Shares Rise 25%

Jan 31
Earnings Not Telling The Story For Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN) After Shares Rise 25%
MLCMB
€266.00
Compagnie Du Mont-Blanc
7D
3.9%
1Y
79.7%