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French (CAC) Consumer Discretionary Sector Analysis

UpdatedDec 08, 2023
DataAggregated Company Financials
Companies109
  • 7D2.2%
  • 3M-1.5%
  • 1Y4.1%
  • YTD7.7%

Over the last 7 days, the Consumer Discretionary industry has risen 2.2%, driven by gains from LVMH Moët Hennessy - Louis Vuitton Société Européenne of 1.8%. This means that the industry has gained 4.1% over the past year. Earnings are forecast to grow by 7.4% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 09 Dec 2023€829.8b€432.2b€38.7b10x21.4x1.9x
Mon, 06 Nov 2023€801.0b€431.3b€39.4b9.9x20.3x1.9x
Wed, 04 Oct 2023€806.2b€430.3b€39.7b10.2x20.3x1.9x
Fri, 01 Sep 2023€881.1b€430.2b€39.7b12.5x22.2x2x
Sun, 30 Jul 2023€936.3b€430.2b€39.7b12.5x23.6x2.2x
Tue, 27 Jun 2023€914.8b€403.6b€34.6b11.2x26.5x2.3x
Thu, 25 May 2023€903.4b€403.4b€34.6b11.3x26.1x2.2x
Sat, 22 Apr 2023€981.3b€400.2b€34.3b11.8x28.6x2.5x
Mon, 20 Mar 2023€869.5b€399.8b€34.2b12.5x25.4x2.2x
Wed, 15 Feb 2023€893.0b€384.2b€32.5b12.7x27.5x2.3x
Fri, 13 Jan 2023€854.5b€370.1b€31.4b12.8x27.2x2.3x
Sun, 11 Dec 2022€800.8b€370.0b€31.4b12.1x25.5x2.2x
Tue, 08 Nov 2022€730.2b€369.3b€30.6b11.9x23.8x2x
Thu, 06 Oct 2022€699.8b€366.9b€30.3b10.6x23.1x1.9x
Sat, 03 Sep 2022€776.1b€389.8b€32.2b11.6x24.1x2x
Mon, 01 Aug 2022€818.9b€377.6b€34.0b13.1x24.1x2.2x
Wed, 29 Jun 2022€719.9b€358.7b€29.2b12.6x24.7x2x
Fri, 27 May 2022€687.2b€357.9b€28.8b15.3x23.9x1.9x
Sun, 24 Apr 2022€788.5b€357.6b€29.1b17.9x27.1x2.2x
Tue, 22 Mar 2022€792.4b€346.8b€27.9b15x28.4x2.3x
Thu, 17 Feb 2022€854.2b€343.3b€26.4b14.5x32.4x2.5x
Sat, 15 Jan 2022€858.5b€333.9b€23.8b15.5x36.1x2.6x
Mon, 13 Dec 2021€920.4b€333.9b€23.7b14.4x38.8x2.8x
Wed, 10 Nov 2021€909.6b€332.5b€23.1b14.9x39.4x2.7x
Fri, 08 Oct 2021€821.9b€331.8b€22.3b14.8x36.9x2.5x
Sun, 05 Sep 2021€830.6b€331.4b€22.2b17.4x37.4x2.5x
Tue, 03 Aug 2021€893.7b€331.4b€22.2b18.2x40.3x2.7x
Fri, 07 May 2021€784.6b€309.4b€10.2b18x77x2.5x
Mon, 08 Feb 2021€634.9b€290.6b-€1,531,690,451.9018.6x-414.5x2.2x
Price to Earnings Ratio

-440.7x


Total Market Cap: €658.1bTotal Earnings: -€1,493,442,812.15Total Revenue: €290.7bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Discretionary Sector Price to Earnings3Y Average -5.1x20222023
Current Industry PE
  • Investors are pessimistic on the French Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 21.4x which is higher than its 3-year average PE of -5.1x.
  • The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • Total earnings for the Consumer Discretionary industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 14% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the French Consumer Discretionary sector?

FR Market1.42%
Consumer Discretionary2.19%
Consumer Durables5.47%
Auto3.48%
Hospitality3.40%
Auto Components3.23%
Specialty Stores2.85%
Retail Distributors2.62%
Luxury2.05%
Consumer Services0.38%
Online Retail and Ecommerce0%
General Merchandise and Department Stores-0.44%
Leisure-3.39%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 22.3x.
    • Analysts are expecting annual earnings growth of 42.8%, which is higher than its past year's earnings decline of 24.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 63% over the next 5 years.
  • This is better than its past earnings decline of 97% per year.
  • In contrast, the Online Retail and Ecommerce industry is expected to see its earnings growth to stay flat 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€739.105.7%
+€19.9b
2.6%PE23x
RMS Hermès International Société en commandite par actions€1.98k3.5%
+€7.0b
29.7%PE52.4x
CDI Christian Dior€710.005.0%
+€6.1b
-0.6%PE19.3x
KER Kering€413.805.3%
+€2.5b
-21.0%PE14.8x
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€31.922.8%
+€621.3m
19.8%PE9.6x
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Latest News

CDA

€14.04

Compagnie des Alpes

7D

-1.7%

1Y

-2.5%

KER

€413.80

Kering

7D

5.3%

1Y

-21.0%

BEN

€10.96

Bénéteau

7D

-3.0%

1Y

-22.3%

AKW

€15.30

Akwel

7D

-1.9%

1Y

-7.0%

ML

€31.92

Compagnie Générale des Établissements Michelin Société en commandite par actions

7D

2.8%

1Y

19.8%

MC

€739.10

LVMH Moët Hennessy - Louis Vuitton Société Européenne

7D

5.7%

1Y

2.6%

CATG

€6.00

SA Catana Group

7D

-6.5%

1Y

-6.5%

TRACT

€2.46

Teract

7D

-3.9%

1Y

-58.4%

ALVDM

€113.00

Voyageurs du Monde

7D

-2.6%

1Y

28.6%

MLIFS

€11.90

Impulse Fitness Solutions

7D

-9.8%

1Y

n/a