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French (CAC) Consumer Discretionary Sector Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies97
  • 7D2.4%
  • 3M-21.8%
  • 1Y-15.6%
  • YTD-21.8%

Over the last 7 days, the Consumer Discretionary industry has risen 2.4%, driven by gains from LVMH Moët Hennessy - Louis Vuitton Société Européenne of 2.8%. In the past year, the industry is down 16%. 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
Sat, 04 Apr 2026€597.8b€422.2b€11.6b12.4x51.4x1.4x
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
Price to Earnings Ratio

26.8x


Total Market Cap: €916.7bTotal Earnings: €34.2bTotal Revenue: €399.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 31x202420252026
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 51.4x which is higher than its 3-year average PE of 31.0x.
  • 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 Market2.66%
Consumer Discretionary2.42%
Retail Distributors4.21%
Auto4.19%
Consumer Services3.80%
Hospitality3.58%
Luxury2.39%
Consumer Durables1.55%
Auto Components1.54%
Leisure0.90%
Specialty Stores0.51%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 13.1x.
    • Analysts are expecting annual earnings growth of 58.0%, 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 74% 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
MC LVMH Moët Hennessy - Louis Vuitton Société Européenne€471.052.8%
+€6.3b		-13.2%PE21.5x
RMS Hermès International Société en commandite par actions€1.67k1.6%
+€2.8b		-28.7%PE38.6x
KER Kering€265.255.2%
+€1.6b		49.4%PS2.2x
CDI Christian Dior€446.601.9%
+€1.5b		-10.8%PE17.8x
RNO Renault€30.106.9%
+€527.5m		-33.9%PS0.1x

Latest News

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1Y
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RMS
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1Y
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MC
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LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
2.8%
1Y
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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.
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