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French (CAC) Consumer Discretionary Sector Analysis

UpdatedJan 20, 2025
DataAggregated Company Financials
Companies102
  • 7D5.9%
  • 3M12.9%
  • 1Y8.7%
  • YTD7.0%

In the last week, the Consumer Discretionary industry is up 5.9%, with LVMH Moët Hennessy - Louis Vuitton Société Européenne up 5.7%. In the last 12 months, the industry was up 8.7%. Earnings are forecast to grow by 8.6% annually.

Sector Valuation and Performance

Has the French Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jan 2025€841.3b€433.2b€33.4b11.5x25.2x1.9x
Thu, 19 Dec 2024€786.7b€433.3b€33.4b10.4x23.5x1.8x
Sat, 16 Nov 2024€721.0b€432.9b€33.3b10.7x21.6x1.7x
Mon, 14 Oct 2024€778.2b€432.8b€33.4b10.9x23.3x1.8x
Wed, 11 Sep 2024€724.6b€433.5b€33.5b11.1x21.7x1.7x
Fri, 09 Aug 2024€751.3b€433.5b€33.5b10.8x22.4x1.7x
Sun, 07 Jul 2024€834.5b€434.9b€36.7b12.1x22.7x1.9x
Tue, 04 Jun 2024€861.2b€434.8b€36.7b13.8x23.5x2x
Thu, 02 May 2024€892.7b€433.7b€36.6b13.2x24.4x2.1x
Sat, 30 Mar 2024€947.0b€433.5b€36.5b12.8x26x2.2x
Mon, 26 Feb 2024€953.5b€433.1b€36.5b11.4x26.1x2.2x
Wed, 24 Jan 2024€777.2b€432.4b€38.7b10x20.1x1.8x
Fri, 22 Dec 2023€853.6b€432.3b€38.7b10.1x22.1x2x
Sun, 19 Nov 2023€820.8b€431.3b€39.4b10.2x20.8x1.9x
Tue, 17 Oct 2023€766.6b€430.5b€39.8b10x19.3x1.8x
Thu, 14 Sep 2023€833.2b€430.2b€39.7b11.8x21x1.9x
Sat, 12 Aug 2023€907.4b€430.1b€39.7b11.4x22.8x2.1x
Mon, 10 Jul 2023€900.5b€403.6b€34.6b12.1x26.1x2.2x
Wed, 07 Jun 2023€902.2b€405.3b€34.9b10.9x25.9x2.2x
Fri, 05 May 2023€955.7b€400.2b€34.3b11.8x27.9x2.4x
Sun, 02 Apr 2023€933.0b€399.0b€34.1b12.9x27.3x2.3x
Tue, 28 Feb 2023€885.8b€399.8b€34.2b12.7x25.9x2.2x
Thu, 26 Jan 2023€870.0b€370.2b€31.4b12.7x27.7x2.4x
Sat, 24 Dec 2022€752.3b€370.1b€31.4b12.1x24x2x
Mon, 21 Nov 2022€779.3b€369.3b€30.6b11.7x25.4x2.1x
Wed, 19 Oct 2022€704.0b€367.2b€30.4b10.6x23.2x1.9x
Fri, 16 Sep 2022€773.0b€389.8b€32.2b11.4x24x2x
Sun, 14 Aug 2022€842.2b€390.0b€32.2b12.4x26.1x2.2x
Tue, 12 Jul 2022€727.6b€358.9b€29.3b11.8x24.8x2x
Thu, 09 Jun 2022€748.3b€358.7b€29.2b15x25.7x2.1x
Sat, 07 May 2022€699.8b€357.0b€29.0b17.1x24.1x2x
Mon, 04 Apr 2022€804.5b€348.5b€28.2b15.2x28.6x2.3x
Wed, 02 Mar 2022€784.0b€345.7b€27.9b14.1x28.1x2.3x
Fri, 28 Jan 2022€860.2b€334.0b€23.8b14.6x36.2x2.6x
Price to Earnings Ratio

36.2x


Total Market Cap: €860.2bTotal Earnings: €23.8bTotal Revenue: €334.0bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 24.6x202320242025
Current Industry PE
  • Investors are relatively neutral on the French Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 24.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 9.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the French Consumer Discretionary sector?

FR Market4.10%
Consumer Discretionary5.91%
Auto Components6.66%
Luxury6.28%
Auto5.66%
Consumer Durables4.44%
Specialty Stores1.71%
General Merchandise and Department Stores1.70%
Leisure1.20%
Online Retail and Ecommerce0%0
Hospitality-1.26%
Consumer Services-1.87%
Retail Distributors-8.15%
Industry PE
  • Investors are most optimistic about the Luxury industry, which is trading close to its 3-year average PE ratio of 27.5x.
    • Analysts are expecting annual earnings growth of 7.8%, which is higher than its past year's earnings decline of 12.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 51% over the next 5 years.
  • This is better than its past earnings decline of 37% per year.
  • In contrast, the Leisure industry is expected to see its earnings decline by 8.7% 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€683.105.7%
+€18.3b
3.0%PE24.5x
RMS Hermès International Société en commandite par actions€2.50k6.2%
+€15.2b
36.1%PE58.8x
CDI Christian Dior€643.006.3%
+€6.9b
-0.2%PE19.9x
KER Kering€247.558.9%
+€2.5b
-30.0%PE14.6x
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€33.067.0%
+€1.5b
7.2%PE12.2x
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Latest News

AC

€48.26

Accor

7D

3.1%

1Y

33.9%

CATG

€4.60

SA Catana Group

7D

-14.8%

1Y

-17.9%

MC

€683.10

LVMH Moët Hennessy - Louis Vuitton Société Européenne

7D

5.7%

1Y

3.0%

ML

€33.06

Compagnie Générale des Établissements Michelin Société en commandite par actions

7D

7.0%

1Y

7.2%

KER

€247.55

Kering

7D

8.9%

1Y

-30.0%

SMCP

€3.22

SMCP

7D

-6.1%

1Y

14.8%

CDI

€643.00

Christian Dior

7D

6.3%

1Y

-0.2%

SW

€69.10

Sodexo

7D

-4.7%

1Y

-33.6%