Narrative Update • Jun 05
Have your own idea? Try our Stock Screener
French (CAC) Consumer Discretionary Sector Analysis
UpdatedJun 06, 2026
DataAggregated Company Financials
Companies94
- 7D0.3%
- 3M-7.2%
- 1Y-9.8%
- YTD-21.8%
In the last week, the Consumer Discretionary industry is flat overall, with Renault standing out by going down 9.4%. Unfortunately though, the industry is down 9.8% over the past 12 months. Looking forward, earnings are forecast to grow by 15% annually.
Sector Valuation and Performance
Has the French Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | €597.6b | €420.4b | €11.6b | 13.5x | 51.6x | 1.4x |
| Mon, 04 May 2026 | €575.9b | €421.4b | €11.5b | 12.7x | 50.2x | 1.4x |
| Wed, 01 Apr 2026 | €583.9b | €422.2b | €11.6b | 12.4x | 50.2x | 1.4x |
| Fri, 27 Feb 2026 | €704.9b | €423.2b | €11.4b | 14.6x | 61.8x | 1.7x |
| Sun, 25 Jan 2026 | €730.9b | €431.6b | €12.8b | 15.9x | 57x | 1.7x |
| Tue, 23 Dec 2025 | €754.9b | €430.7b | €12.8b | 15.4x | 58.8x | 1.8x |
| Thu, 20 Nov 2025 | €739.9b | €431.5b | €12.8b | 18.9x | 57.7x | 1.7x |
| Sat, 18 Oct 2025 | €747.2b | €431.3b | €12.8b | 16.6x | 58.3x | 1.7x |
| Mon, 15 Sep 2025 | €658.9b | €431.7b | €12.9b | 16x | 51.3x | 1.5x |
| Wed, 13 Aug 2025 | €629.8b | €431.6b | €12.9b | 16.2x | 49x | 1.5x |
| Fri, 11 Jul 2025 | €709.7b | €435.1b | €28.9b | 14.8x | 24.6x | 1.6x |
| Sun, 08 Jun 2025 | €665.0b | €435.3b | €28.9b | 14.9x | 23x | 1.5x |
| Tue, 06 May 2025 | €694.0b | €434.8b | €29.0b | 13.6x | 24x | 1.6x |
| Thu, 03 Apr 2025 | €744.7b | €435.0b | €29.0b | 13.1x | 25.6x | 1.7x |
| Sat, 01 Mar 2025 | €873.5b | €434.5b | €29.3b | 14.4x | 29.8x | 2x |
| Mon, 27 Jan 2025 | €891.4b | €433.2b | €33.4b | 11.8x | 26.7x | 2.1x |
| Wed, 25 Dec 2024 | €782.8b | €433.3b | €33.4b | 10.9x | 23.4x | 1.8x |
| Fri, 22 Nov 2024 | €704.4b | €433.0b | €33.4b | 10.2x | 21.1x | 1.6x |
| Sun, 20 Oct 2024 | €755.2b | €432.8b | €33.4b | 10.8x | 22.6x | 1.7x |
| Tue, 17 Sep 2024 | €718.9b | €433.4b | €33.4b | 10.8x | 21.5x | 1.7x |
| Thu, 15 Aug 2024 | €766.7b | €433.5b | €33.5b | 11x | 22.9x | 1.8x |
| Sat, 13 Jul 2024 | €845.2b | €434.9b | €36.7b | 11.5x | 23x | 1.9x |
| Mon, 10 Jun 2024 | €880.0b | €434.8b | €36.7b | 13.8x | 24x | 2x |
| Wed, 08 May 2024 | €908.2b | €433.6b | €36.6b | 13.7x | 24.8x | 2.1x |
| Fri, 05 Apr 2024 | €942.9b | €433.5b | €36.5b | 13.3x | 25.9x | 2.2x |
| Sun, 03 Mar 2024 | €953.5b | €433.2b | €36.3b | 11.6x | 26.3x | 2.2x |
| Tue, 30 Jan 2024 | €867.5b | €435.3b | €37.5b | 9.8x | 23.1x | 2x |
| Thu, 28 Dec 2023 | €841.0b | €432.4b | €38.7b | 11x | 21.7x | 1.9x |
| Sat, 25 Nov 2023 | €821.6b | €431.9b | €39.5b | 9.8x | 20.8x | 1.9x |
| Mon, 23 Oct 2023 | €753.7b | €431.6b | €39.7b | 9.6x | 19x | 1.7x |
| Wed, 20 Sep 2023 | €837.3b | €430.2b | €39.7b | 10.8x | 21.1x | 1.9x |
| Fri, 18 Aug 2023 | €875.8b | €430.1b | €39.7b | 11x | 22.1x | 2x |
| Sun, 16 Jul 2023 | €964.3b | €403.6b | €34.6b | 11.8x | 27.9x | 2.4x |
| Tue, 13 Jun 2023 | €924.6b | €403.6b | €34.6b | 11.4x | 26.7x | 2.3x |
Price to Earnings Ratio
26.7x
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 51.6x which is higher than its 3-year average PE of 32.4x.
- The 3-year average PS ratio of 1.8x 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 31% 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 | -0.077% | |
| Consumer Discretionary | 0.27% | |
| General Merchandise and Department Stores | 4.00% | |
| Consumer Durables | 3.77% | |
| Retail Distributors | 3.03% | |
| Leisure | 1.88% | |
| Auto Components | 1.19% | |
| Luxury | 0.42% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.41% | |
| Specialty Stores | -2.27% | |
| Consumer Services | -4.50% | |
| Auto | -8.29% | |
Industry PE
- Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 16.1x.
- Analysts are expecting annual earnings growth of 49.4%, 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 70% over the next 5 years.
- This is better than its past earnings decline of 15% per year.
- In contrast, the Luxury industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MC LVMH Moët Hennessy - Louis Vuitton Société Européenne | €479.05 | 1.3% +€3.0b | 1.7% | PE21.9x | |
| FR Valeo | €15.12 | 13.9% +€449.4m | 76.0% | PE18.4x | |
| SW Sodexo | €49.62 | 5.1% +€352.9m | -12.9% | PE16.1x | |
| ML Compagnie Générale des Établissements Michelin Société en commandite par actions | €31.88 | 1.2% +€252.5m | -2.5% | PE13.1x | |
| SK SEB | €52.80 | 5.6% +€154.5m | -36.2% | PE11.8x |
