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French (CAC) Consumer Discretionary Sector Analysis
UpdatedJul 21, 2026
DataAggregated Company Financials
Companies94
- 7D-0.2%
- 3M0.1%
- 1Y-8.3%
- YTD-20.3%
The Consumer Discretionary industry has stayed flat over the last week. As for the longer term, the industry has declined 8.3% in the last year. As for the next few years, earnings are expected to grow by 15% per annum.
Sector Valuation and Performance
Has the French Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | €609.2b | €420.5b | €11.3b | 14.7x | 53.9x | 1.4x |
| Fri, 19 Jun 2026 | €635.4b | €420.4b | €11.6b | 15.3x | 54.8x | 1.5x |
| Sun, 17 May 2026 | €575.6b | €421.4b | €11.5b | 12.7x | 50x | 1.4x |
| Tue, 14 Apr 2026 | €616.9b | €421.7b | €11.4b | 12.8x | 54.2x | 1.5x |
| Thu, 12 Mar 2026 | €645.0b | €422.9b | €11.5b | 12.8x | 55.9x | 1.5x |
| Sat, 07 Feb 2026 | €687.4b | €427.6b | €12.8b | 14.7x | 53.8x | 1.6x |
| Mon, 05 Jan 2026 | €765.7b | €431.6b | €12.8b | 15.4x | 59.7x | 1.8x |
| Wed, 03 Dec 2025 | €759.4b | €431.6b | €12.8b | 17.4x | 59.1x | 1.8x |
| Fri, 31 Oct 2025 | €749.7b | €431.3b | €12.8b | 16.6x | 58.6x | 1.7x |
| Sun, 28 Sep 2025 | €676.5b | €431.5b | €12.8b | 15.1x | 52.9x | 1.6x |
| Tue, 26 Aug 2025 | €656.2b | €431.6b | €12.9b | 16.2x | 51x | 1.5x |
| Thu, 24 Jul 2025 | €680.1b | €435.2b | €28.9b | 14.5x | 23.5x | 1.6x |
| Sat, 21 Jun 2025 | €642.6b | €435.3b | €28.9b | 14.7x | 22.2x | 1.5x |
| Mon, 19 May 2025 | €718.6b | €434.6b | €28.9b | 14.1x | 24.9x | 1.7x |
| Wed, 16 Apr 2025 | €671.9b | €434.8b | €29.0b | 13.8x | 23.2x | 1.5x |
| Fri, 14 Mar 2025 | €782.2b | €435.1b | €29.2b | 13.3x | 26.8x | 1.8x |
| Sun, 09 Feb 2025 | €860.3b | €431.4b | €31.4b | 12.1x | 27.4x | 2x |
| Tue, 07 Jan 2025 | €788.4b | €433.1b | €33.4b | 11.7x | 23.6x | 1.8x |
| Thu, 05 Dec 2024 | €751.8b | €433.3b | €33.4b | 9.6x | 22.5x | 1.7x |
| Sat, 02 Nov 2024 | €742.5b | €432.8b | €33.3b | 9.6x | 22.3x | 1.7x |
| Mon, 30 Sep 2024 | €831.5b | €433.1b | €33.4b | 10.9x | 24.9x | 1.9x |
| Wed, 28 Aug 2024 | €793.7b | €433.5b | €33.5b | 11.1x | 23.7x | 1.8x |
| Fri, 26 Jul 2024 | €770.9b | €432.8b | €33.4b | 11.7x | 23.1x | 1.8x |
| Sun, 23 Jun 2024 | €839.9b | €434.9b | €36.7b | 13.1x | 22.9x | 1.9x |
| Tue, 21 May 2024 | €905.7b | €434.6b | €36.7b | 13.9x | 24.7x | 2.1x |
| Thu, 18 Apr 2024 | €919.7b | €433.1b | €36.4b | 12.8x | 25.2x | 2.1x |
| Sat, 16 Mar 2024 | €974.3b | €433.4b | €36.3b | 12.5x | 26.8x | 2.2x |
| Mon, 12 Feb 2024 | €911.8b | €433.9b | €37.4b | 10.4x | 24.4x | 2.1x |
| Wed, 10 Jan 2024 | €790.8b | €432.3b | €38.7b | 10.8x | 20.5x | 1.8x |
| Fri, 08 Dec 2023 | €829.8b | €432.2b | €38.7b | 10x | 21.4x | 1.9x |
| Sun, 05 Nov 2023 | €801.0b | €431.3b | €39.4b | 9.9x | 20.3x | 1.9x |
| Tue, 03 Oct 2023 | €808.9b | €430.3b | €39.7b | 10.6x | 20.4x | 1.9x |
| Thu, 31 Aug 2023 | €897.1b | €430.2b | €39.7b | 12.3x | 22.6x | 2.1x |
| Sat, 29 Jul 2023 | €936.3b | €426.8b | €38.9b | 12.5x | 24.1x | 2.2x |
Price to Earnings Ratio
24.1x
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 53.9x which is higher than its 3-year average PE of 33.5x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 33% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, 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 | -0.37% | |
| Consumer Discretionary | -0.16% | |
| Specialty Stores | 3.73% | |
| Consumer Durables | 2.98% | |
| Consumer Services | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.16% | |
| Auto Components | -0.30% | |
| Auto | -0.55% | |
| Hospitality | -0.69% | |
| Retail Distributors | -1.58% | |
| Leisure | -1.70% | |
| General Merchandise and Department Stores | -2.85% | |
Industry PE
- Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 17.4x.
- Analysts are expecting annual earnings growth of 20.4%, which is higher than its past year's earnings growth of 5.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 70% over the next 5 years.
- This is better than its past earnings decline of 15% per year.
- In contrast, the Luxury industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RMS Hermès International Société en commandite par actions | €1.68k | 2.2% +€3.8b | -26.9% | PE39x | |
| KER Kering | €250.95 | 2.7% +€821.6m | 23.9% | PS2.1x | |
| ML Compagnie Générale des Établissements Michelin Société en commandite par actions | €35.06 | 2.6% +€600.5m | 9.2% | PE14.4x | |
| SW Sodexo | €53.05 | 2.4% +€182.3m | 1.3% | PE17.2x | |
| FR Valeo | €13.04 | 4.7% +€140.9m | 32.6% | PE15.8x |
