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French (CAC) Consumer Discretionary Sector Analysis

UpdatedJan 12, 2026
DataAggregated Company Financials
Companies97
  • 7D2.5%
  • 3M15.6%
  • 1Y-0.9%
  • YTD2.6%

In the last week, the Consumer Discretionary industry is up 2.5%, with Hermès International Société en commandite par actions up 4.9%. Meanwhile, Renault actually underperformed within the industry, shrinking 5.1% in the last week. Overall in the last year, the industry is flat. Looking forward, 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
Tue, 13 Jan 2026€783.0b€431.6b€12.8b15.9x61x1.8x
Thu, 11 Dec 2025€747.4b€430.6b€12.9b17.4x58.2x1.7x
Sat, 08 Nov 2025€731.2b€431.5b€12.8b18.2x57x1.7x
Mon, 06 Oct 2025€715.4b€431.4b€12.8b16.8x55.9x1.7x
Wed, 03 Sep 2025€666.3b€431.6b€12.9b15.6x51.8x1.5x
Fri, 01 Aug 2025€649.6b€430.9b€25.3b16x25.7x1.5x
Sun, 29 Jun 2025€647.4b€435.3b€28.9b14.7x22.4x1.5x
Tue, 27 May 2025€684.5b€435.2b€29.0b14.8x23.6x1.6x
Thu, 24 Apr 2025€683.7b€434.8b€29.0b14.1x23.6x1.6x
Sat, 22 Mar 2025€777.1b€434.9b€29.1b13x26.7x1.8x
Mon, 17 Feb 2025€899.8b€431.1b€30.6b12.2x29.4x2.1x
Wed, 15 Jan 2025€798.3b€433.2b€33.4b11.2x23.9x1.8x
Fri, 13 Dec 2024€790.3b€433.3b€33.4b10.4x23.7x1.8x
Sun, 10 Nov 2024€732.9b€432.8b€33.3b10.6x22x1.7x
Tue, 08 Oct 2024€799.0b€432.7b€33.4b11x23.9x1.8x
Thu, 05 Sep 2024€767.9b€433.5b€33.5b10.7x22.9x1.8x
Sat, 03 Aug 2024€748.7b€433.5b€33.5b10.8x22.4x1.7x
Mon, 01 Jul 2024€834.8b€434.8b€36.7b12.5x22.8x1.9x
Wed, 29 May 2024€867.2b€434.8b€36.7b13.8x23.6x2x
Fri, 26 Apr 2024€897.8b€433.7b€36.6b13x24.5x2.1x
Sun, 24 Mar 2024€943.3b€433.1b€36.3b12.7x26x2.2x
Tue, 20 Feb 2024€927.0b€432.5b€36.4b11.6x25.4x2.1x
Thu, 18 Jan 2024€759.8b€432.4b€38.7b10.6x19.6x1.8x
Sat, 16 Dec 2023€862.0b€432.3b€38.7b10.2x22.3x2x
Mon, 13 Nov 2023€792.5b€431.3b€39.4b10x20.1x1.8x
Wed, 11 Oct 2023€822.7b€430.5b€39.8b10.1x20.7x1.9x
Fri, 08 Sep 2023€830.1b€430.2b€39.7b11.5x20.9x1.9x
Sun, 06 Aug 2023€906.1b€430.1b€39.7b12.1x22.8x2.1x
Tue, 04 Jul 2023€935.8b€403.6b€34.5b12.2x27.1x2.3x
Thu, 01 Jun 2023€898.2b€403.6b€34.6b11x26x2.2x
Sat, 29 Apr 2023€957.0b€400.2b€34.3b12.1x27.9x2.4x
Mon, 27 Mar 2023€896.8b€399.9b€34.2b12.6x26.2x2.2x
Wed, 22 Feb 2023€895.4b€395.3b€33.6b13.1x26.6x2.3x
Fri, 20 Jan 2023€853.0b€370.2b€31.4b12.5x27.2x2.3x
Price to Earnings Ratio

27.2x


Total Market Cap: €853.0bTotal Earnings: €31.4bTotal Revenue: €370.2bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 28.9x202420252026
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 61.2x which is higher than its 3-year average PE of 28.9x.
  • 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 5.3% 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 Market2.18%
Consumer Discretionary2.53%
Auto Components3.18%
Consumer Durables3.09%
General Merchandise and Department Stores2.97%
Luxury2.73%
Specialty Stores1.97%
Leisure1.80%
Retail Distributors0.47%
Online Retail and Ecommerce0%0
Hospitality-0.0027%
Consumer Services-0.39%
Auto-3.73%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 27.9x.
    • Analysts are expecting annual earnings growth of 11.3%, which is higher than its past year's earnings decline of 21.3% per year.
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 9.2% 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
RMS Hermès International Société en commandite par actions€2.22k5.0%
+€11.0b		-5.7%PE51.9x
MC LVMH Moët Hennessy - Louis Vuitton Société Européenne€648.300.9%
+€2.7b		0.3%PE29.3x
CDI Christian Dior€606.001.3%
+€1.4b		0.2%PE24x
KER Kering€314.253.0%
+€1.1b		38.2%PE52.8x
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€30.064.4%
+€866.4m		-2.7%PE13.3x

Latest News

RMS
€2,218.00
Hermès International Société en commandite par actions
7D
5.0%
1Y
-5.7%

Why We Like The Returns At Hermès International Société en commandite par actions (EPA:RMS)

Jan 10
Why We Like The Returns At Hermès International Société en commandite par actions (EPA:RMS)
FDJU
€22.90
FDJ United
7D
-1.0%
1Y
-36.1%

FDJU: Future Execution Will Support Upside As Guidance Clarifies Revenue Ambitions

Analysts have trimmed their price expectations for FDJ United, with the blended target easing to about €31 from roughly €34. This reflects slightly more cautious assumptions on the discount rate, growth, margins and future P/E multiples.
FRVIA
€14.30
Forvia
7D
3.7%
1Y
60.5%

FRVIA: Higher Margin Mix And Portfolio Review Will Drive Re Rating

Narrative update Analysts have nudged their fair value estimate for Forvia slightly higher to €29.84 from €29.80, citing recent price target increases and confidence in the company’s higher margin sales mix and updated strategy. Analyst Commentary Recent research shows bullish analysts warming up to Forvia, with higher price targets and supportive commentary around the company’s mix of higher margin activities and its updated plan.
FR
€12.06
Valeo
7D
2.0%
1Y
29.3%

FR: Future Returns Will Likely Be Limited By Divisional Mix And Project Setbacks

Analysts have raised their price expectations for Valeo, with recent Street research increasing targets to €13.50 and €10.35. These revisions are based on updated assumptions for stronger revenue growth, higher profit margins and a lower future P/E of 5.20 compared with 7.14 previously.
RNO
€33.42
Renault
7D
-6.1%
1Y
-27.1%

RNO: EV Partnerships And Negative Stub Pricing Will Support Future Upside Potential

Analysts have trimmed their price expectations for Renault to €36 per share, reflecting updated views on slower revenue growth, tighter profit margins and a higher future P/E multiple in a tougher European auto market. Analyst Commentary Recent research on Renault highlights a mixed setup, but there are a few clear bright spots that more optimistic investors are watching closely.
MC
€648.30
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
0.9%
1Y
0.3%

MC: Portfolio Shifts And Mixed Sector Outlook Will Shape Balanced Prospects

Analysts have lifted their fair value estimate for LVMH Moët Hennessy Louis Vuitton Société Européenne from €612.40 to about €639.50, reflecting updated views on tax impacts, modestly higher long term revenue growth assumptions, a slightly lower discount rate, a marginally softer profit margin outlook and a higher future P/E multiple in line with recent increases in Street price targets. Analyst Commentary Street research on LVMH Moët Hennessy Louis Vuitton Société Européenne is mixed, with several bullish analysts lifting price targets while at least one bearish analyst has turned more cautious on the sector backdrop and medium term demand assumptions.
AC
€47.53
Accor
7D
-0.2%
1Y
1.5%

AC: Higher Margin Outlook Is Expected To Support Stronger Upside Potential

Analysts have nudged their fair value estimate for Accor higher to about €54.36 from roughly €53.51, citing a slightly higher blend of price targets, such as the recent move to €53, and modestly stronger profit margin assumptions, partly offset by more measured revenue growth expectations. Analyst Commentary Bullish analysts are slightly more constructive after the recent price target move to €53, which sits close to the updated fair value estimate.
TRI
€171.80
Trigano
7D
-1.4%
1Y
46.1%
SW
€42.16
Sodexo
7D
-3.7%
1Y
-41.8%

SW: Higher Discount Rate Will Still Support Cash Flow Resilience

Analysts have trimmed their price target on Sodexo to €58 from €63, citing updated views that are reflected in a slightly higher discount rate and marginally adjusted long term P/E assumptions in their models. Analyst Commentary Analysts are taking a more cautious stance on Sodexo after the latest price target move to €58 from €63, with the update mainly driven by a higher discount rate and adjusted long term P/E assumptions rather than any single new datapoint on the business.
ML
€30.06
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
4.4%
1Y
-2.7%

ML: Higher Discount Rate And Lower P E Will Pressure Near Term Returns

The analyst fair value estimate for Compagnie Générale des Établissements Michelin Société en commandite par actions has moved from €28.00 to €25.00. This reflects updated assumptions on discount rate, revenue growth, profit margins and future P/E in the context of recent Street research, where several banks trimmed price targets but still highlighted Michelin as offering the most upside within the European tire group.
KER
€314.25
Kering
7D
3.0%
1Y
38.2%

KER: Beauty Business Sale Will Likely Cap Near-Term Upside For Shares

The analyst price target for Kering has been revised upward from EUR 135 to about EUR 176. Analysts cite a more constructive view on the group’s medium term growth and profitability despite mixed rating actions and concerns about a slower luxury demand backdrop.
MLCMB
€288.00
Compagnie Du Mont-Blanc
7D
-7.1%
1Y
105.7%
BAIN
€112.00
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
2.8%
1Y
8.2%

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
CDI
€606.00
Christian Dior
7D
1.3%
1Y
0.2%

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

Nov 29
Christian Dior (EPA:CDI) Has Announced A Dividend Of €6.05
MLSRP
€26.40
Speed Rabbit Pizza
7D
-22.4%
1Y
8.2%

Returns On Capital Signal Tricky Times Ahead For Speed Rabbit Pizza (EPA:MLSRP)

Nov 21
Returns On Capital Signal Tricky Times Ahead For Speed Rabbit Pizza (EPA:MLSRP)
SAMS
€129.00
Samse
7D
-3.0%
1Y
-13.4%