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French (CAC) Consumer Discretionary Sector Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies98
  • 7D-2.2%
  • 3M11.9%
  • 1Y-4.0%
  • YTD-4.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.2%, driven by Hermès International Société en commandite par actions declining 1.0%. The industry has fallen 4.0% in the last year. 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
Thu, 25 Dec 2025€750.5b€430.7b€12.8b15.5x58.4x1.7x
Sat, 22 Nov 2025€749.8b€431.5b€12.9b16.9x58.1x1.7x
Mon, 20 Oct 2025€747.2b€431.3b€12.8b16.6x58.3x1.7x
Wed, 17 Sep 2025€674.8b€431.6b€12.9b15.6x52.5x1.6x
Fri, 15 Aug 2025€643.3b€431.6b€12.9b16x50x1.5x
Sun, 13 Jul 2025€692.7b€435.1b€28.9b14.8x24x1.6x
Tue, 10 Jun 2025€666.8b€435.3b€28.9b15x23.1x1.5x
Thu, 08 May 2025€681.7b€434.8b€29.0b13.4x23.5x1.6x
Sat, 05 Apr 2025€690.8b€435.2b€29.0b12.7x23.8x1.6x
Mon, 03 Mar 2025€874.1b€434.9b€29.3b13.4x29.8x2x
Wed, 29 Jan 2025€905.3b€433.2b€33.4b11.8x27.1x2.1x
Fri, 27 Dec 2024€782.8b€433.3b€33.4b10.9x23.4x1.8x
Sun, 24 Nov 2024€713.8b€433.0b€33.4b10.2x21.4x1.6x
Tue, 22 Oct 2024€742.4b€432.8b€33.4b10.1x22.3x1.7x
Thu, 19 Sep 2024€717.0b€433.4b€33.4b10.8x21.4x1.7x
Sat, 17 Aug 2024€781.8b€433.5b€33.5b10.9x23.3x1.8x
Mon, 15 Jul 2024€845.2b€434.9b€36.7b11.5x23x1.9x
Wed, 12 Jun 2024€852.9b€434.8b€36.7b13.8x23.2x2x
Fri, 10 May 2024€908.9b€433.6b€36.6b14x24.8x2.1x
Sun, 07 Apr 2024€923.8b€433.5b€36.5b13.2x25.3x2.1x
Tue, 05 Mar 2024€946.4b€433.2b€36.3b11.9x26.1x2.2x
Thu, 01 Feb 2024€865.1b€435.3b€37.5b10.8x23.1x2x
Sat, 30 Dec 2023€839.4b€432.3b€38.7b10.9x21.7x1.9x
Mon, 27 Nov 2023€821.6b€431.9b€39.5b9.8x20.8x1.9x
Wed, 25 Oct 2023€759.7b€431.6b€39.7b9.7x19.2x1.8x
Fri, 22 Sep 2023€823.6b€430.2b€39.7b11x20.8x1.9x
Sun, 20 Aug 2023€868.3b€430.2b€39.7b11.6x21.9x2x
Tue, 18 Jul 2023€930.2b€403.6b€34.6b12.3x26.9x2.3x
Thu, 15 Jun 2023€937.2b€403.6b€34.6b11.3x27.1x2.3x
Sat, 13 May 2023€961.7b€401.4b€34.3b11.7x28x2.4x
Mon, 10 Apr 2023€916.7b€399.8b€34.2b12.6x26.8x2.3x
Wed, 08 Mar 2023€905.4b€399.9b€34.2b13.1x26.4x2.3x
Fri, 03 Feb 2023€899.2b€377.1b€32.2b13.2x27.9x2.4x
Sun, 01 Jan 2023€765.3b€370.1b€31.4b11.7x24.4x2.1x
Price to Earnings Ratio

24.4x


Total Market Cap: €765.3bTotal Earnings: €31.4bTotal Revenue: €370.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 28.3x202320242025
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 58.4x which is higher than its 3-year average PE of 28.3x.
  • 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-0.28%
Consumer Discretionary-2.24%
Consumer Services5.09%
Retail Distributors2.64%
General Merchandise and Department Stores1.18%
Specialty Stores0.13%
Online Retail and Ecommerce0%0
Hospitality-0.37%
Auto Components-1.41%
Consumer Durables-1.85%
Auto-2.24%
Luxury-2.37%
Leisure-4.59%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 125x.
    • 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 8.9% 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
MC LVMH Moët Hennessy - Louis Vuitton Société Européenne€632.100.06%
+€198.8m		0.2%PE28.6x
CDA Compagnie des Alpes€25.054.6%
+€55.8m		70.2%PE11.9x
FRVIA Forvia€13.251.4%
+€36.4m		57.9%PS0.1x
ARAMI Aramis Group SAS€4.648.0%
+€28.4m		-42.8%PE19.2x
VAC Pierre et Vacances€1.843.0%
+€24.9m		30.5%PE25.4x

Latest News

ARAMI
€4.64
Aramis Group SAS
7D
8.0%
1Y
-42.8%
RMS
€2,095.00
Hermès International Société en commandite par actions
7D
-1.0%
1Y
-8.8%

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

The analyst price target for Hermès International Société en commandite par actions has been trimmed modestly, with fair value easing by about EUR 7 to roughly EUR 2,378, as analysts incorporate slightly lower sector growth expectations and a more cautious stance on luxury demand. Analyst Commentary Recent research updates point to a more balanced stance on Hermès International Société en commandite par actions, with price targets nudged lower and ratings converging around neutral, as the luxury backdrop normalizes after several years of outsized growth.
SW
€43.80
Sodexo
7D
-5.7%
1Y
-44.1%

SW: Reset Expectations May Allow Upside From Efficiency Gains And Cash Flow Resilience

Analysts have lowered their price target on Sodexo from EUR 87.17 to EUR 65.50, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and a reduced future P/E multiple that aligns with recent downward revisions in Street targets. Analyst Commentary Recent Street commentary reflects a more cautious stance on Sodexo's valuation, but bullish analysts still highlight several supportive factors for the medium term.
SK
€48.76
SEB
7D
-1.2%
1Y
-43.3%

SK: Steady Earnings And Cash Returns Will Support Future Share Momentum

Analysts have modestly lowered their price target for SEB to SEK 167 from SEK 180, citing a slightly higher discount rate while leaving fair value and core operating assumptions largely unchanged. Analyst Commentary Recent commentary from JPMorgan and other market observers underscores a broadly cautious stance on SEB, with the lower price target reflecting incremental changes in risk perception rather than a shift in the fundamental outlook.
ML
€27.94
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
-1.2%
1Y
-12.3%

ML: Premium And Replacement Demand Will Support Earnings Outperformance

Analysts have reduced their fair value estimate for Compagnie Générale des Établissements Michelin Société en commandite par actions from EUR 43.00 to EUR 38.00. This reflects a higher perceived risk profile, despite slightly stronger revenue growth assumptions and a series of modest price target cuts across the Street.
CDA
€25.05
Compagnie des Alpes
7D
4.6%
1Y
70.2%

Compagnie des Alpes SA's (EPA:CDA) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

Dec 19
Compagnie des Alpes SA's (EPA:CDA) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
TRI
€172.90
Trigano
7D
0.5%
1Y
43.8%
KER
€303.60
Kering
7D
-3.0%
1Y
29.6%

KER: Beauty Unit Sale To L'Oreal Will Support Luxury Portfolio Repositioning

Kering's analyst price target has been raised from EUR 313.67 to EUR 370 as analysts factor in higher expected revenue growth, improved profit margins and a modestly lower discount rate, despite a mixed set of rating changes across the Street. Analyst Commentary Recent research updates on Kering present a mixed backdrop, with rising price targets and selective upgrades offset by caution on valuation and luxury sector growth.
MC
€632.10
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
0.06%
1Y
0.2%

MC: French Tax Changes Will Support Luxury Leader’s Cash Generation And Recovery

Analysts have lifted their consolidated price target for LVMH Moët Hennessy - Louis Vuitton Société Européenne by roughly EUR 110 per share. The increase reflects recent model revisions for French tax changes, stronger than expected Q3 sales and an improving view on luxury sector recovery, despite more muted long term demand growth assumptions.
FRVIA
€13.25
Forvia
7D
1.4%
1Y
57.9%

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

Analysts have modestly raised their price target on Forvia to EUR 14.20 from EUR 13.35, reflecting increased confidence in the company's strategy and the growth of its higher margin sales areas. Analyst Commentary Bullish analysts highlight that the revised price target reflects growing conviction in Forvia's ability to execute on its strategic roadmap and deliver profitable growth.
FDJU
€23.46
FDJ United
7D
0.3%
1Y
-35.2%

FDJU Will See Future Earnings Power Supported By Margin Recovery Potential

The analyst price target for FDJ United has been trimmed from EUR 43.00 to EUR 41.00, as analysts factor in slightly higher discount rates and weaker margin expectations, despite modestly stronger projected revenue growth and a higher assumed future P E multiple. Analyst Commentary Recent Street research on FDJ United reflects a mixed but generally constructive stance, with price targets adjusted to reflect updated assumptions on growth, profitability, and risk.
RNO
€35.73
Renault
7D
-1.8%
1Y
-24.1%

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.
VAC
€1.84
Pierre et Vacances
7D
3.0%
1Y
30.5%
BAIN
€108.00
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
-0.9%
1Y
6.4%

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
€581.50
Christian Dior
7D
-0.3%
1Y
-3.6%

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

Nov 29
Christian Dior (EPA:CDI) Has Announced A Dividend Of €6.05
FNAC
€28.85
Fnac Darty
7D
1.9%
1Y
3.0%