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French (CAC) Consumer Discretionary Sector Analysis

UpdatedFeb 01, 2026
DataAggregated Company Financials
Companies97
  • 7D-5.6%
  • 3M-7.5%
  • 1Y-21.3%
  • YTD-9.9%

Over the last 7 days, the Consumer Discretionary industry has dropped 5.6%, driven by LVMH Moët Hennessy - Louis Vuitton Société Européenne declining 7.5%. The industry has fallen 21% in the last year. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 01 Feb 2026€689.6b€427.6b€12.8b14.5x54.1x1.6x
Tue, 30 Dec 2025€757.0b€431.6b€12.8b15.5x59x1.8x
Thu, 27 Nov 2025€755.4b€431.5b€12.9b15.8x58.6x1.8x
Sat, 25 Oct 2025€757.5b€431.2b€12.8b16x59x1.8x
Mon, 22 Sep 2025€679.5b€431.6b€12.9b15.9x52.8x1.6x
Wed, 20 Aug 2025€659.9b€431.6b€12.9b16.3x51.3x1.5x
Fri, 18 Jul 2025€677.9b€435.2b€28.9b14.5x23.5x1.6x
Sun, 15 Jun 2025€655.7b€435.3b€28.9b14.6x22.7x1.5x
Tue, 13 May 2025€731.5b€434.8b€29.0b14.1x25.3x1.7x
Thu, 10 Apr 2025€660.5b€435.2b€29.0b12.8x22.8x1.5x
Sat, 08 Mar 2025€809.7b€434.9b€29.3b13.1x27.6x1.9x
Mon, 03 Feb 2025€878.3b€431.4b€31.4b12.2x28x2x
Wed, 01 Jan 2025€789.4b€433.1b€33.4b11.6x23.6x1.8x
Fri, 29 Nov 2024€718.1b€433.3b€33.4b10.1x21.5x1.7x
Sun, 27 Oct 2024€757.1b€433.4b€33.3b10.8x22.7x1.7x
Tue, 24 Sep 2024€716.2b€433.4b€33.4b10.9x21.4x1.7x
Thu, 22 Aug 2024€805.2b€433.5b€33.5b10.8x24x1.9x
Sat, 20 Jul 2024€800.2b€434.8b€36.7b11.5x21.8x1.8x
Mon, 17 Jun 2024€828.1b€434.9b€36.7b12.9x22.6x1.9x
Wed, 15 May 2024€913.3b€433.6b€36.6b14x25x2.1x
Fri, 12 Apr 2024€910.8b€433.1b€36.4b13.6x25x2.1x
Sun, 10 Mar 2024€951.9b€433.4b€36.4b12x26.2x2.2x
Tue, 06 Feb 2024€874.2b€434.3b€37.4b10.3x23.4x2x
Thu, 04 Jan 2024€803.4b€432.3b€38.7b10.8x20.8x1.9x
Sat, 02 Dec 2023€811.8b€432.2b€38.7b10.1x21x1.9x
Mon, 30 Oct 2023€760.4b€431.3b€39.4b9.2x19.3x1.8x
Wed, 27 Sep 2023€793.8b€430.2b€39.7b10.5x20x1.8x
Fri, 25 Aug 2023€873.5b€430.2b€39.7b12.5x22x2x
Sun, 23 Jul 2023€944.7b€403.6b€34.6b12.4x27.3x2.3x
Tue, 20 Jun 2023€937.1b€403.6b€34.6b11.5x27.1x2.3x
Thu, 18 May 2023€954.4b€401.4b€34.3b11.9x27.8x2.4x
Sat, 15 Apr 2023€976.8b€400.2b€34.3b12.5x28.5x2.4x
Mon, 13 Mar 2023€890.8b€399.8b€34.2b13.1x26x2.2x
Wed, 08 Feb 2023€894.9b€377.1b€32.2b13x27.8x2.4x
Price to Earnings Ratio

27.8x


Total Market Cap: €894.9bTotal Earnings: €32.2bTotal Revenue: €377.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 29.4x202420252026
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 54.1x which is higher than its 3-year average PE of 29.4x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 27% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.3% 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 Market-1.12%
Consumer Discretionary-5.60%
Retail Distributors10.60%
General Merchandise and Department Stores4.19%
Specialty Stores4.06%
Consumer Durables1.96%
Hospitality0.31%
Consumer Services0.048%
Online Retail and Ecommerce0%0
Auto Components-0.56%
Auto-1.94%
Leisure-3.46%
Luxury-6.27%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 11.9x.
    • Analysts are expecting annual earnings growth of 70.0%, which is higher than its past year's earnings decline of 28.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 97% over the next 5 years.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 8.9% 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
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€31.350.7%
+€158.1m		-6.7%PE13.8x
FNAC Fnac Darty€35.5017.4%
+€153.9m		20.3%PE45.9x
SW Sodexo€43.142.4%
+€148.1m		-39.4%PE9x
BAIN Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco€131.504.8%
+€147.1m		26.4%PE27.4x
SK SEB€47.642.4%
+€60.3m		-48.1%PE19.7x

Latest News

KOF
€31.40
Kaufman & Broad
7D
6.4%
1Y
-5.4%

Kaufman & Broad S.A. Just Beat EPS By 11%: Here's What Analysts Think Will Happen Next

Jan 31
Kaufman & Broad S.A. Just Beat EPS By 11%: Here's What Analysts Think Will Happen Next
BAIN
€131.50
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
4.8%
1Y
26.4%

Earnings Not Telling The Story For Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN) After Shares Rise 25%

Jan 31
Earnings Not Telling The Story For Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN) After Shares Rise 25%
CDI
€512.00
Christian Dior
7D
-6.8%
1Y
-21.4%

Christian Dior (EPA:CDI) Has Announced That It Will Be Increasing Its Dividend To €8.25

Jan 31
Christian Dior (EPA:CDI) Has Announced That It Will Be Increasing Its Dividend To €8.25
SW
€43.14
Sodexo
7D
2.4%
1Y
-39.4%
MC
€546.90
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
-7.5%
1Y
-22.3%
FNAC
€35.50
Fnac Darty
7D
17.4%
1Y
20.3%

FNAC: Takeover Bid And Stable Outlook Will Shape Fair Value Balance

Analysts now see fair value for Fnac Darty at €37.40, up from €36.83, citing updated assumptions around revenue growth, profit margins and a lower future P/E multiple that together support this modest uplift in the price target. What's in the News EP Group a.s. has proposed a takeover bid to acquire the remaining 71.5% stake in Fnac Darty for about €760 million, offering €36 per share in cash.
CDA
€26.00
Compagnie des Alpes
7D
3.2%
1Y
58.9%
RNO
€31.88
Renault
7D
-1.4%
1Y
-35.8%
FR
€11.82
Valeo
7D
-4.5%
1Y
9.2%

FR: Future Returns Will Likely Be Constrained By Divisional Mix And Lost Renault Project

Narrative Update The analyst price target for Valeo has been raised by €1, reflecting updated views on slightly higher revenue growth, modestly stronger profit margins, and a marginally lower future P/E as cited by recent Street research from multiple firms. Analyst Commentary Recent Street research on Valeo points to a mixed tone.
FRVIA
€13.81
Forvia
7D
-4.4%
1Y
36.2%

FRVIA: Shift To Higher Margin Mix May Still Result In Disappointing Earnings

Analysts have lifted their price targets on Forvia to a range of about €12 to €14.20 per share, citing greater confidence in the company's refreshed plan and the growth of its higher margin sales areas as key reasons for the shift. Analyst Commentary Recent research updates point to a slightly higher price range for Forvia, with targets now referenced between about €12 and €14.20 per share.
ML
€31.35
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
0.7%
1Y
-6.7%
RMS
€2,029.00
Hermès International Société en commandite par actions
7D
-4.7%
1Y
-25.5%

RMS: Premium Brand Strength Will Support Elevated P/E Despite Recent Recalibration

Analysts have trimmed their fair value estimate for Hermès International Société en commandite par actions from €3,000 to €2,800, reflecting updated assumptions on revenue growth, discount rate and future P/E, in line with recent Street price target reductions such as the move to €2,270 at Citi. Analyst Commentary While the latest fair value trim brings estimates closer to recent Street price targets, some bullish analysts still see room for the shares to justify premium pricing based on execution and brand strength.
AC
€45.86
Accor
7D
-1.4%
1Y
-7.8%

AC: Higher Forward P/E Assumptions Are Expected To Support Upside Potential

Analysts have nudged their price target for Accor slightly higher to about €54.69, reflecting modest adjustments to fair value inputs and updated views on growth, margins, and future P/E that are broadly in line with recent target raises cited in Street research. Analyst Commentary Bullish Takeaways Bullish analysts lifting their targets toward the mid €50s see current pricing as supported by updated fair value work, with the revised targets aligning with their refreshed P/E assumptions.
SK
€47.64
SEB
7D
2.4%
1Y
-48.1%

SK: Higher Discount Rate And P/E Assumptions Will Support Future Re Rating Potential

Analysts have trimmed their price target on SEB, with one recent update lowering it to SEK 167 from SEK 180. This reflects slightly adjusted assumptions on discount rate, fair value and future P/E, while maintaining a cautious stance on the shares.
KER
€264.15
Kering
7D
-3.9%
1Y
4.2%

KER: Beauty Unit Sale To L’Oréal Will Support Higher Future P/E

Analysts have lifted their fair value estimate for Kering to €400 from €370, pointing to slightly higher assumed revenue growth, profit margins and future P/E multiples, in line with recent price target increases from major banks. Analyst Commentary Recent research points to a mix of caution and optimism around Kering, with several price target adjustments clustering in a relatively tight range.
FCMC
€2,260.00
Société Fermière du Casino Municipal de Cannes
7D
5.6%
1Y
52.7%