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French (CAC) Consumer Discretionary Sector Analysis

UpdatedAug 27, 2025
DataAggregated Company Financials
Companies99
  • 7D-1.0%
  • 3M-4.2%
  • 1Y-17.6%
  • YTD-16.9%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.0%, driven by a pullback from Hermès International Société en commandite par actions of 1.6%. Overall the industry is down 18% in 12 months. 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
Wed, 27 Aug 2025€653.0b€431.6b€12.9b15.8x50.8x1.5x
Fri, 25 Jul 2025€672.5b€436.2b€28.9b14.5x23.3x1.5x
Sun, 22 Jun 2025€642.6b€435.3b€28.9b14.7x22.2x1.5x
Tue, 20 May 2025€712.5b€434.6b€28.9b14.5x24.7x1.6x
Thu, 17 Apr 2025€670.3b€434.8b€29.0b13.8x23.1x1.5x
Sat, 15 Mar 2025€783.6b€435.1b€29.1b13.4x26.9x1.8x
Mon, 10 Feb 2025€860.3b€431.4b€31.4b12.1x27.4x2x
Wed, 08 Jan 2025€796.9b€433.1b€33.4b11.6x23.8x1.8x
Fri, 06 Dec 2024€751.4b€433.3b€33.4b9.4x22.5x1.7x
Sun, 03 Nov 2024€742.5b€432.8b€33.3b9.6x22.3x1.7x
Tue, 01 Oct 2024€814.7b€433.1b€33.4b10.3x24.4x1.9x
Thu, 29 Aug 2024€789.3b€433.5b€33.5b11.1x23.6x1.8x
Sat, 27 Jul 2024€787.8b€433.0b€33.5b11.2x23.5x1.8x
Mon, 24 Jun 2024€839.9b€434.9b€36.7b13.1x22.9x1.9x
Wed, 22 May 2024€895.2b€434.6b€36.7b13.8x24.4x2.1x
Fri, 19 Apr 2024€914.9b€433.1b€36.4b13.2x25.1x2.1x
Sun, 17 Mar 2024€974.3b€433.4b€36.3b12.5x26.8x2.2x
Tue, 13 Feb 2024€921.7b€433.9b€37.4b10.4x24.7x2.1x
Thu, 11 Jan 2024€794.2b€432.4b€38.7b10.8x20.5x1.8x
Sat, 09 Dec 2023€850.5b€432.3b€38.7b10.1x22x2x
Mon, 06 Nov 2023€801.0b€431.3b€39.4b9.9x20.3x1.9x
Wed, 04 Oct 2023€806.2b€430.3b€39.7b10.2x20.3x1.9x
Fri, 01 Sep 2023€881.1b€430.2b€39.7b12.5x22.2x2x
Sun, 30 Jul 2023€936.3b€430.2b€39.7b12.5x23.6x2.2x
Tue, 27 Jun 2023€914.8b€403.6b€34.6b11.2x26.5x2.3x
Thu, 25 May 2023€903.4b€403.4b€34.6b11.3x26.1x2.2x
Sat, 22 Apr 2023€981.3b€400.2b€34.3b11.8x28.6x2.5x
Mon, 20 Mar 2023€869.5b€399.8b€34.2b12.5x25.4x2.2x
Wed, 15 Feb 2023€893.0b€384.2b€32.5b12.7x27.5x2.3x
Fri, 13 Jan 2023€854.5b€370.1b€31.4b12.8x27.2x2.3x
Sun, 11 Dec 2022€800.8b€370.0b€31.4b12.1x25.5x2.2x
Tue, 08 Nov 2022€730.2b€369.3b€30.6b11.9x23.8x2x
Thu, 06 Oct 2022€699.8b€366.9b€30.3b10.6x23.1x1.9x
Sat, 03 Sep 2022€776.1b€389.8b€32.2b11.6x24.1x2x
Price to Earnings Ratio

24.1x


Total Market Cap: €776.1bTotal Earnings: €32.2bTotal Revenue: €389.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 24.8x202320242025
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 50.8x which is higher than its 3-year average PE of 24.8x.
  • The 3-year average PS ratio of 2.0x 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 26% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.5% 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-2.85%
Consumer Discretionary-1.05%
Retail Distributors3.64%
Consumer Services0.46%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.21%
Luxury-0.73%
Specialty Stores-1.09%
Auto-2.57%
Hospitality-3.27%
Auto Components-3.33%
Consumer Durables-4.99%
Leisure-5.49%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 69.5x.
    • Analysts are expecting annual earnings growth of 2.3%, which is higher than its past year's earnings decline of 53.5% per year.
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 Consumer Services industry is expected to see its earnings grow by 2.3% 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€225.454.1%
+€1.1b
-13.1%PE37.9x
CDI Christian Dior€469.600.1%
+€108.2m
-24.7%PE18.6x
BAIN Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco€105.501.4%
+€36.8m
-0.5%PE23.5x
OPM OPmobility€13.661.3%
+€24.3m
54.4%PE12.2x
ALLHB Les Hôtels Baverez€76.503.4%
+€5.9m
7.7%PE42.5x

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