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French (CAC) Consumer Discretionary Sector Analysis

UpdatedMar 29, 2026
DataAggregated Company Financials
Companies97
  • 7D-0.3%
  • 3M-23.5%
  • 1Y-23.3%
  • YTD-24.4%

Last week, the Consumer Discretionary industry hasn't moved much but Kering is up 6.0% in that time. As for the longer term, the industry has declined 23% in the last 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
Sun, 29 Mar 2026€578.5b€422.2b€11.6b12.2x49.8x1.4x
Tue, 24 Feb 2026€711.9b€428.0b€12.5b14.9x56.9x1.7x
Thu, 22 Jan 2026€722.0b€431.6b€12.8b15.8x56.3x1.7x
Sat, 20 Dec 2025€757.0b€430.7b€12.8b15.6x58.9x1.8x
Mon, 17 Nov 2025€768.1b€431.5b€12.8b19.1x59.9x1.8x
Wed, 15 Oct 2025€679.7b€431.3b€12.8b16.3x53x1.6x
Fri, 12 Sep 2025€658.5b€431.7b€12.9b16x51.2x1.5x
Sun, 10 Aug 2025€640.4b€431.6b€12.9b16.2x49.7x1.5x
Tue, 08 Jul 2025€679.7b€435.1b€28.9b14.5x23.5x1.6x
Thu, 05 Jun 2025€675.9b€435.3b€28.9b15x23.4x1.6x
Sat, 03 May 2025€695.9b€434.8b€29.0b13.6x24x1.6x
Mon, 31 Mar 2025€755.8b€435.0b€29.0b13.4x26x1.7x
Wed, 26 Feb 2025€863.9b€435.1b€29.9b12.3x28.8x2x
Fri, 24 Jan 2025€878.3b€433.2b€33.4b11.8x26.3x2x
Sun, 22 Dec 2024€780.2b€433.3b€33.4b10.8x23.4x1.8x
Tue, 19 Nov 2024€721.0b€432.9b€33.3b10.7x21.6x1.7x
Thu, 17 Oct 2024€736.0b€432.8b€33.4b10.8x22.1x1.7x
Sat, 14 Sep 2024€724.6b€433.4b€33.4b10.8x21.7x1.7x
Mon, 12 Aug 2024€754.5b€433.5b€33.5b11.1x22.5x1.7x
Wed, 10 Jul 2024€806.9b€434.9b€36.7b11.5x22x1.9x
Fri, 07 Jun 2024€881.9b€434.8b€36.7b13.8x24x2x
Sun, 05 May 2024€901.5b€433.7b€36.6b13.4x24.6x2.1x
Tue, 02 Apr 2024€947.5b€433.5b€36.5b12.8x26x2.2x
Thu, 29 Feb 2024€954.9b€433.1b€36.5b11.2x26.2x2.2x
Sat, 27 Jan 2024€865.1b€435.3b€37.5b10x23.1x2x
Mon, 25 Dec 2023€843.3b€432.3b€38.7b10.1x21.8x2x
Wed, 22 Nov 2023€817.6b€431.3b€39.4b9.9x20.7x1.9x
Fri, 20 Oct 2023€763.2b€430.5b€39.8b9.7x19.2x1.8x
Sun, 17 Sep 2023€862.1b€430.2b€39.7b11.6x21.7x2x
Tue, 15 Aug 2023€904.1b€430.1b€39.7b11.3x22.8x2.1x
Thu, 13 Jul 2023€941.3b€403.6b€34.6b11.8x27.2x2.3x
Sat, 10 Jun 2023€907.8b€403.6b€34.6b11.4x26.2x2.2x
Mon, 08 May 2023€960.6b€400.3b€34.3b11.6x28x2.4x
Wed, 05 Apr 2023€937.9b€399.0b€34.1b12.9x27.5x2.4x
Price to Earnings Ratio

27.5x


Total Market Cap: €937.9bTotal Earnings: €34.1bTotal Revenue: €399.0bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 30.9x202420252026
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 49.8x which is higher than its 3-year average PE of 30.9x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.4x.
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 Market0.086%
Consumer Discretionary-0.26%
Auto Components2.62%
Retail Distributors2.55%
Consumer Durables2.39%
Auto1.23%
Hospitality0.79%
General Merchandise and Department Stores0.68%
Specialty Stores0.68%
Leisure0.59%
Online Retail and Ecommerce0%0
Consumer Services-0.52%
Luxury-0.52%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 12.8x.
    • Analysts are expecting annual earnings growth of 58.1%, which is higher than its past year's earnings decline of 28.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 72% 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€248.306.0%
+€1.7b		24.6%PS2.1x
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€29.001.9%
+€357.6m		-12.1%PE12x
CDI Christian Dior€433.800.4%
+€324.7m		-19.9%PE17.3x
RNO Renault€28.292.4%
+€177.7m		-40.4%PS0.1x
SW Sodexo€42.602.7%
+€162.7m		-28.9%PE8.9x

Latest News

BUR
€365.00
Burelle
7D
-4.9%
1Y
9.6%
RNO
€28.29
Renault
7D
2.4%
1Y
-40.4%
RMS
€1,621.50
Hermès International Société en commandite par actions
7D
-2.1%
1Y
-33.4%
FDJU
€24.50
FDJ United
7D
-1.8%
1Y
-15.9%

FDJU: Lower Revenue Outlook Will Drive Bearish Repricing Ahead

FDJ United's updated analyst price target has edged down to €22.0 from €22.5, as analysts factor in a lower revenue growth outlook, along with slightly different assumptions for the discount rate, profit margin and future P/E multiples. Analyst Commentary Recent research updates point to a more cautious stance on FDJ United, with price targets adjusted to reflect lower growth assumptions and questions around how the current valuation lines up with execution risks.
FRVIA
€9.62
Forvia
7D
7.0%
1Y
21.1%

FRVIA: Improved Execution And 2026 Guidance Will Reshape Future Risk Balance

Forvia's analyst fair value estimate has increased from about €15.23 to roughly €15.99, as analysts factor in Street research citing improved execution and a more balanced risk and reward profile, reflected in higher price targets ranging from €12 to €15. Analyst Commentary Recent Street research on Forvia has centered on execution risk, balance sheet considerations, and how current trading levels compare with updated fair value views.
AC
€40.43
Accor
7D
1.8%
1Y
-5.5%

AC: Upgraded Rating And Refined Earnings Assumptions Will Support Future Upside

Accor's updated analyst price target shifts modestly in line with a fair value move from about €56.96 to €56.68, as analysts point to recent upgrades and higher Street targets around €52 to €61 as support for a slightly refined view on growth, margins and P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to a cluster of higher price targets in the €55 to €61 range as evidence that current valuation assumptions may already reflect cautious scenarios on growth and margins.
MC
€455.75
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
-0.5%
1Y
-22.4%

MC: Governance Focus And Research Upgrade Will Support Long Term Prospects

The analyst price target for LVMH Moët Hennessy - Louis Vuitton Société Européenne has been trimmed by about €5, as analysts factor in updated assumptions around slightly higher discount rates, adjusted profit margins and a revised revenue outlook following recent price target cuts and an upgrade in Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade from DZ Bank as a sign that, even with trimmed price targets elsewhere, some research views still support the long term brand and portfolio strength at LVMH Moët Hennessy, Louis Vuitton Société Européenne.
KER
€248.30
Kering
7D
6.0%
1Y
24.6%
SW
€42.60
Sodexo
7D
2.7%
1Y
-28.9%

SW: Discount Rate Reset And Dividend Will Support Future Cash Flow Resilience

The analyst price target for Sodexo has been trimmed slightly to €51.15 from €51.39 as analysts factor in a modestly higher discount rate, small adjustments to revenue growth and profit margin assumptions, and a cluster of recent price target cuts across the Street into the €45 to €57 range. Analyst Commentary Recent research has clustered Sodexo's price targets in a relatively tight band, with several trims over the past few months and ratings generally sitting in the middle of the range rather than at clear Buy or Sell extremes.
CDI
€433.80
Christian Dior
7D
0.4%
1Y
-19.9%
ML
€29.00
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
1.9%
1Y
-12.1%

ML: Higher P/E Expectations And Cash Returns Will Constrain Future Share Upside

Analysts have nudged their fair value estimate for Compagnie Générale des Établissements Michelin Société en commandite par actions higher from €25.42 to €25.93. This reflects a series of recent price target increases around €30 and updated assumptions for slightly stronger revenue growth, profit margins and future P/E.
OPM
€14.88
OPmobility
7D
6.3%
1Y
61.2%

OPM: Elevated Margin Hopes Will Eventually Confront HEV Contract Execution Risk

Narrative Update The updated analyst price target for OPmobility rises from €16.50 to €21. This reflects analysts' use of slightly higher discount rate, revenue growth, profit margin and future P/E assumptions, supported by recent target increases from several major banks.
CDA
€23.50
Compagnie des Alpes
7D
-4.1%
1Y
55.4%
TRI
€141.00
Trigano
7D
-1.8%
1Y
35.4%

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Feb 11
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VAC
€1.61
Pierre et Vacances
7D
-4.1%
1Y
7.8%

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
€131.00
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
-0.4%
1Y
28.4%

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%