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French (CAC) Consumer Discretionary Sector Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies98
  • 7D2.5%
  • 3M3.1%
  • 1Y-6.9%
  • YTD-14.1%

Over the last 7 days, the Consumer Discretionary industry has risen 2.5%, driven by gains from LVMH Moët Hennessy - Louis Vuitton Société Européenne of 4.4%. In contrast, the industry has lost 6.9% in the last 12 months. 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, 18 Sep 2025€674.8b€431.6b€12.9b15.6x52.5x1.6x
Sat, 16 Aug 2025€644.5b€431.6b€12.9b16.1x50.1x1.5x
Mon, 14 Jul 2025€692.7b€435.2b€28.9b14.8x24x1.6x
Wed, 11 Jun 2025€673.3b€435.3b€28.9b15.2x23.3x1.5x
Fri, 09 May 2025€689.3b€434.8b€29.0b13.5x23.8x1.6x
Sun, 06 Apr 2025€690.9b€435.2b€29.0b12.7x23.9x1.6x
Tue, 04 Mar 2025€871.6b€434.9b€29.3b13.6x29.8x2x
Thu, 30 Jan 2025€884.5b€433.2b€33.4b12.1x26.5x2x
Sat, 28 Dec 2024€787.1b€433.3b€33.4b11.2x23.6x1.8x
Mon, 25 Nov 2024€713.8b€433.0b€33.4b10.2x21.4x1.6x
Wed, 23 Oct 2024€745.2b€432.8b€33.4b10.8x22.3x1.7x
Fri, 20 Sep 2024€740.2b€433.4b€33.4b10.5x22.1x1.7x
Sun, 18 Aug 2024€781.8b€433.5b€33.5b10.9x23.3x1.8x
Tue, 16 Jul 2024€825.4b€434.9b€36.7b11.3x22.5x1.9x
Thu, 13 Jun 2024€852.9b€434.9b€36.7b13.8x23.2x2x
Sat, 11 May 2024€908.2b€433.6b€36.6b13.9x24.8x2.1x
Mon, 08 Apr 2024€923.8b€433.5b€36.5b13.2x25.3x2.1x
Wed, 06 Mar 2024€935.2b€433.2b€36.3b12.1x25.8x2.2x
Fri, 02 Feb 2024€861.7b€435.2b€37.5b10.6x23x2x
Sun, 31 Dec 2023€839.4b€432.3b€38.7b10.9x21.7x1.9x
Tue, 28 Nov 2023€815.1b€431.9b€39.5b9.8x20.6x1.9x
Thu, 26 Oct 2023€774.5b€431.6b€39.7b9.5x19.5x1.8x
Sat, 23 Sep 2023€828.6b€430.2b€39.7b11.1x20.9x1.9x
Mon, 21 Aug 2023€868.3b€430.2b€39.7b11.6x21.9x2x
Wed, 19 Jul 2023€929.5b€403.6b€34.6b12.5x26.9x2.3x
Fri, 16 Jun 2023€929.1b€403.6b€34.6b11.4x26.9x2.3x
Sun, 14 May 2023€961.7b€401.4b€34.3b11.7x28x2.4x
Tue, 11 Apr 2023€916.7b€399.8b€34.2b12.6x26.8x2.3x
Thu, 09 Mar 2023€900.1b€399.9b€34.2b13.2x26.3x2.3x
Sat, 04 Feb 2023€918.2b€377.1b€32.2b13.4x28.5x2.4x
Mon, 02 Jan 2023€757.7b€370.1b€31.4b11.7x24.1x2x
Wed, 30 Nov 2022€785.1b€369.7b€30.5b11.9x25.7x2.1x
Fri, 28 Oct 2022€724.2b€369.2b€30.6b11.4x23.6x2x
Sun, 25 Sep 2022€725.0b€389.8b€32.2b11x22.5x1.9x
Price to Earnings Ratio

22.5x


Total Market Cap: €725.0bTotal Earnings: €32.2bTotal Revenue: €389.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average 25.3x202320242025
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 52.5x which is higher than its 3-year average PE of 25.3x.
  • 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 26% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.5% 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 Market1.05%
Consumer Discretionary2.48%
Specialty Stores3.15%
Luxury2.82%
Auto1.55%
Leisure1.48%
Hospitality0.30%
Consumer Services0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Consumer Durables-0.86%
Auto Components-0.94%
General Merchandise and Department Stores-3.06%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 69.2x.
    • Analysts are expecting annual earnings growth of 2.3%, which is higher than its past year's earnings decline of 53.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 92% over the next 5 years.
  • In contrast, the Consumer Services industry is expected to see its earnings grow by 2.3% 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€511.304.4%
+€10.7b		-14.2%PE23.1x
KER Kering€266.9514.3%
+€4.1b		17.6%PE44.9x
RMS Hermès International Société en commandite par actions€2.12k1.3%
+€2.9b		11.1%PE49.6x
CDI Christian Dior€482.402.7%
+€2.3b		-13.9%PE19.1x
RNO Renault€35.153.1%
+€286.1m		-11.0%PS0.2x

Latest News

KER
€266.95
Kering
7D
14.3%
1Y
17.6%
ALLHB
€79.00
Les Hôtels Baverez
7D
-7.1%
1Y
7.5%
RNO
€35.15
Renault
7D
3.1%
1Y
-11.0%
MC
€511.30
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
4.4%
1Y
-14.2%
ALBOU
€44.00
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7D
-10.2%
1Y
-6.4%
AC
€41.04
Accor
7D
1.1%
1Y
6.7%

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FRVIA
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1Y
41.0%

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RMS
€2,121.00
Hermès International Société en commandite par actions
7D
1.3%
1Y
11.1%

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FR
€11.31
Valeo
7D
8.1%
1Y
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TRI
€144.40
Trigano
7D
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1Y
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MLCMB
€224.00
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7D
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CDI
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Christian Dior
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2.7%
1Y
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NACON
€0.76
Nacon
7D
-6.2%
1Y
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SK
€59.90
SEB
7D
-0.7%
1Y
-36.0%

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ML
€31.11
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
-1.1%
1Y
-14.3%

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FSDV
€15.00
Fayenceries de Sarreguemines Digoin & Vitry-le-Francois Société Anonyme
7D
-5.7%
1Y
-7.4%