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French (CAC) Consumer Discretionary Sector Analysis

UpdatedDec 12, 2025
DataAggregated Company Financials
Companies98
  • 7D-0.6%
  • 3M14.4%
  • 1Y-4.5%
  • YTD-4.1%

In the last week, Consumer Discretionary has been flat. As for the longer term, the industry has declined 4.5% in the last year. 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
Fri, 12 Dec 2025€753.3b€430.6b€12.8b17.7x58.7x1.7x
Sun, 09 Nov 2025€731.2b€431.5b€12.8b18.7x57.1x1.7x
Tue, 07 Oct 2025€698.1b€431.4b€12.8b16.5x54.5x1.6x
Thu, 04 Sep 2025€671.7b€431.6b€12.9b15.8x52.2x1.6x
Sat, 02 Aug 2025€633.5b€431.6b€12.8b15.8x49.4x1.5x
Mon, 30 Jun 2025€647.4b€435.3b€28.9b14.7x22.4x1.5x
Wed, 28 May 2025€682.5b€435.3b€29.0b14.7x23.6x1.6x
Fri, 25 Apr 2025€686.2b€434.8b€29.0b14.1x23.7x1.6x
Sun, 23 Mar 2025€777.1b€434.9b€29.1b13x26.7x1.8x
Tue, 18 Feb 2025€889.4b€431.1b€30.6b12.2x29.1x2.1x
Thu, 16 Jan 2025€790.7b€433.2b€33.4b11.3x23.6x1.8x
Sat, 14 Dec 2024€785.7b€433.3b€33.4b10.4x23.5x1.8x
Mon, 11 Nov 2024€732.9b€432.8b€33.3b10.6x22x1.7x
Wed, 09 Oct 2024€781.0b€432.7b€33.4b10.8x23.4x1.8x
Fri, 06 Sep 2024€739.3b€433.5b€33.5b10.8x22.1x1.7x
Sun, 04 Aug 2024€748.7b€433.5b€33.5b10.8x22.4x1.7x
Tue, 02 Jul 2024€829.8b€434.8b€36.7b12.6x22.6x1.9x
Thu, 30 May 2024€850.0b€434.8b€36.7b13.8x23.2x2x
Sat, 27 Apr 2024€914.5b€433.7b€36.6b12.8x25x2.1x
Mon, 25 Mar 2024€943.3b€433.5b€36.3b12.7x26x2.2x
Wed, 21 Feb 2024€925.5b€432.5b€36.4b11x25.4x2.1x
Fri, 19 Jan 2024€775.3b€432.4b€38.7b10.5x20x1.8x
Sun, 17 Dec 2023€862.0b€432.3b€38.7b10.2x22.3x2x
Tue, 14 Nov 2023€795.2b€431.3b€39.4b10.1x20.2x1.8x
Thu, 12 Oct 2023€789.7b€430.5b€39.8b10.2x19.9x1.8x
Sat, 09 Sep 2023€842.4b€430.1b€39.7b11.6x21.2x2x
Mon, 07 Aug 2023€906.1b€430.1b€39.7b12.1x22.8x2.1x
Wed, 05 Jul 2023€935.6b€403.6b€34.5b12x27.1x2.3x
Fri, 02 Jun 2023€894.8b€403.6b€34.6b10.9x25.9x2.2x
Sun, 30 Apr 2023€957.0b€400.2b€34.3b12.1x27.9x2.4x
Tue, 28 Mar 2023€901.1b€399.9b€34.2b12.5x26.4x2.3x
Thu, 23 Feb 2023€896.3b€395.3b€33.6b12.8x26.6x2.3x
Sat, 21 Jan 2023€858.4b€370.2b€31.4b12.6x27.3x2.3x
Mon, 19 Dec 2022€772.7b€370.1b€31.4b11.7x24.6x2.1x
Price to Earnings Ratio

24.6x


Total Market Cap: €772.7bTotal Earnings: €31.4bTotal Revenue: €370.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 27.9x202320242025
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 58.7x which is higher than its 3-year average PE of 27.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
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 5.2% 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-0.41%
Consumer Discretionary-0.64%
Consumer Durables0.71%
Leisure0.70%
Retail Distributors0.48%
Hospitality0.44%
Consumer Services0%0
Online Retail and Ecommerce0%0
Auto Components-0.023%
Luxury-0.70%
Specialty Stores-1.41%
Auto-1.79%
General Merchandise and Department Stores-2.95%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 116x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 93% over the next 5 years.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 8.8% 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
FRVIA Forvia€13.393.7%
+€94.3m		49.9%PS0.1x
KER Kering€296.200.2%
+€85.8m		21.4%PE49.8x
FCMC Société Fermière du Casino Municipal de Cannes€1.90k27.5%
+€64.6m		28.4%PE12.1x
SK SEB€50.151.9%
+€52.0m		-45.8%PE20.7x
AC Accor€46.800.5%
+€51.6m		-0.4%PE18.7x

Latest News

KER
€296.20
Kering
7D
0.2%
1Y
21.4%
RNO
€37.13
Renault
7D
-0.2%
1Y
-17.1%

RNO: Negative Stub Pricing Will Reward Execution Amid EV Transition Costs

Analysts have modestly lowered their price target on Renault to EUR 36, trimming fair value from about EUR 46.00 to roughly EUR 45.68. They cite a balance between slightly improved growth expectations and pressures from Chinese competition, electric vehicle transition costs, and regulatory headwinds in Europe.
ARAMI
€4.38
Aramis Group SAS
7D
-6.2%
1Y
-46.3%

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Dec 11
Aramis Group SAS (EPA:ARAMI) Shares Slammed 33% But Getting In Cheap Might Be Difficult Regardless
FCMC
€1,900.00
Société Fermière du Casino Municipal de Cannes
7D
27.5%
1Y
28.4%
TRI
€171.80
Trigano
7D
-0.5%
1Y
38.2%
RMS
€2,134.00
Hermès International Société en commandite par actions
7D
-1.4%
1Y
-6.2%

RMS: Creative Leadership Changes Will Drive Long Term Luxury Sector Outperformance

Analysts have modestly trimmed their price targets on Hermès International Société en commandite par actions, cutting our fair value estimate by about EUR 6 to reflect slightly lower long term growth and margin expectations amid a more cautious stance on the luxury sector. Analyst Commentary Recent Street research reflects a more balanced and selective stance on Hermès, with price targets modestly reduced and ratings gravitating toward neutral positioning as growth normalizes from the post pandemic surge.
SK
€50.15
SEB
7D
1.9%
1Y
-45.8%

SK: Stable Earnings Profile Will Support Future Share Momentum

Analysts have modestly reduced their price target on SEB, trimming it by SEK 13 to SEK 167, citing slightly lower long term return assumptions. These are reflected in a marginally reduced discount rate and future P/E multiple.
FRVIA
€13.39
Forvia
7D
3.7%
1Y
49.9%

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Dec 06
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OPM
€15.30
OPmobility
7D
0.8%
1Y
52.4%

OPM: Future Performance Will Hinge On Earnings Delivery And Leadership Transition

Analysts have nudged their price target for OPmobility higher to EUR 17 from EUR 16.30, reflecting slightly adjusted assumptions on fair value, discount rate, and future earnings multiples. Analyst Commentary Recent research updates highlight a modestly more constructive stance on OPmobility, with bullish analysts pointing to incremental upside in both earnings power and valuation as near term execution risks appear more contained.
BAIN
€105.50
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
1.9%
1Y
2.9%

Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN) Seems To Use Debt Rather Sparingly

Dec 03
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN) Seems To Use Debt Rather Sparingly
MC
€624.50
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
-0.6%
1Y
-2.3%

MC: Portfolio Moves And Sector Rebound Will Shape Risk And Opportunity Ahead

The analyst price target for LVMH Moët Hennessy Louis Vuitton Société Européenne has been increased by approximately EUR 5 to EUR 612, as analysts factor in sector recovery optimism, recent legislative updates, and signs of resilient brand strength across key markets. Analyst Commentary Recent analyst research on LVMH Moët Hennessy Louis Vuitton Société Européenne reflects a complex outlook as the firm navigates sector recovery and evolving consumer dynamics.
CDI
€580.50
Christian Dior
7D
-1.1%
1Y
-2.6%

Christian Dior (EPA:CDI) Has Announced A Dividend Of €6.05

Nov 29
Christian Dior (EPA:CDI) Has Announced A Dividend Of €6.05
ELIOR
€2.65
Elior Group
7D
-2.3%
1Y
-2.6%

Additional Considerations Required While Assessing Elior Group's (EPA:ELIOR) Strong Earnings

Nov 28
Additional Considerations Required While Assessing Elior Group's (EPA:ELIOR) Strong Earnings
ALVDM
€172.00
Voyageurs du Monde
7D
-3.4%
1Y
23.2%
AC
€46.80
Accor
7D
0.5%
1Y
-0.4%

Is Accor (EPA:AC) Using Too Much Debt?

Oct 24
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MLHMC
€6,800.00
Hotel Majestic Cannes
7D
11.5%
1Y
30.8%