Narrative Update • Aug 20
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French (CAC) Luxury Industry Analysis
UpdatedAug 21, 2026
DataAggregated Company Financials
Companies13
- 7D-3.4%
- 3M-5.3%
- 1Y-14.6%
- YTD-29.1%
Over the last 7 days, the Luxury industry has dropped 3.4%, driven by LVMH Moët Hennessy - Louis Vuitton Société Européenne declining 3.7%. However, the industry is down 15% over the past year. Looking forward, earnings are forecast to grow by 16% annually.
Industry Valuation and Performance
Has the French Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Aug 2026 | €484.2b | €190.5b | €19.6b | 31.2x | 24.7x | 2.5x |
| Sun, 19 Jul 2026 | €535.1b | €192.9b | €19.9b | 32.5x | 26.9x | 2.8x |
| Tue, 16 Jun 2026 | €552.2b | €192.9b | €19.9b | 32.1x | 27.8x | 2.9x |
| Thu, 14 May 2026 | €496.6b | €192.9b | €19.9b | 26.4x | 25x | 2.6x |
| Sat, 11 Apr 2026 | €541.6b | €192.9b | €19.9b | 27.1x | 27.2x | 2.8x |
| Mon, 09 Mar 2026 | €567.1b | €192.9b | €19.9b | 27.5x | 28.5x | 2.9x |
| Wed, 04 Feb 2026 | €593.7b | €193.7b | €20.6b | 34.6x | 28.8x | 3.1x |
| Fri, 02 Jan 2026 | €687.5b | €197.7b | €20.7b | 32.1x | 33.2x | 3.5x |
| Sun, 30 Nov 2025 | €678.4b | €197.7b | €20.7b | 28.8x | 32.7x | 3.4x |
| Tue, 28 Oct 2025 | €679.1b | €197.7b | €20.7b | 26.3x | 32.8x | 3.4x |
| Thu, 25 Sep 2025 | €590.4b | €197.7b | €20.7b | 23x | 28.5x | 3x |
| Sat, 23 Aug 2025 | €578.6b | €197.7b | €20.7b | 22.4x | 27.9x | 2.9x |
| Mon, 21 Jul 2025 | €589.6b | €202.4b | €23.5b | 21.4x | 25.1x | 2.9x |
| Wed, 18 Jun 2025 | €572.0b | €202.4b | €23.5b | 18.3x | 24.4x | 2.8x |
| Fri, 16 May 2025 | €628.7b | €202.4b | €23.5b | 19x | 26.8x | 3.1x |
| Sun, 13 Apr 2025 | €609.0b | €202.4b | €23.5b | 19.5x | 26x | 3x |
| Tue, 11 Mar 2025 | €711.7b | €202.4b | €23.5b | 23.6x | 30.3x | 3.5x |
| Thu, 06 Feb 2025 | €776.5b | €202.7b | €24.3b | 21.1x | 32x | 3.8x |
| Sat, 04 Jan 2025 | €671.9b | €204.5b | €26.3b | 18.6x | 25.6x | 3.3x |
| Mon, 02 Dec 2024 | €639.0b | €204.5b | €26.3b | 15.1x | 24.3x | 3.1x |
| Wed, 30 Oct 2024 | €673.8b | €204.6b | €26.3b | 16.1x | 25.7x | 3.3x |
| Fri, 27 Sep 2024 | €717.6b | €204.6b | €26.3b | 17.3x | 27.3x | 3.5x |
| Sun, 25 Aug 2024 | €716.4b | €204.6b | €26.3b | 22x | 27.3x | 3.5x |
| Tue, 23 Jul 2024 | €719.6b | €206.0b | €28.7b | 15.9x | 25.1x | 3.5x |
| Thu, 20 Jun 2024 | €733.7b | €205.9b | €28.7b | 19.2x | 25.5x | 3.6x |
| Sat, 18 May 2024 | €805.8b | €205.9b | €28.7b | 21.2x | 28.1x | 3.9x |
| Mon, 15 Apr 2024 | €803.3b | €205.9b | €28.7b | 17.7x | 28x | 3.9x |
| Wed, 13 Mar 2024 | €870.7b | €205.9b | €28.7b | 20.3x | 30.3x | 4.2x |
| Fri, 09 Feb 2024 | €808.3b | €205.4b | €28.4b | 19.4x | 28.5x | 3.9x |
| Sun, 07 Jan 2024 | €700.3b | €203.5b | €30.0b | 15.8x | 23.4x | 3.4x |
| Tue, 05 Dec 2023 | €719.5b | €203.5b | €30.0b | 14.3x | 24x | 3.5x |
| Thu, 02 Nov 2023 | €685.4b | €203.5b | €30.0b | 13.7x | 22.8x | 3.4x |
| Sat, 30 Sep 2023 | €717.3b | €203.5b | €30.0b | 18.1x | 23.9x | 3.5x |
| Mon, 28 Aug 2023 | €782.8b | €203.6b | €30.0b | 20.2x | 26.1x | 3.8x |
Price to Earnings Ratio
26.1x
Current Industry PE
- Investors are relatively neutral on the French Luxury industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 27.3x.
- The 3-year average PS ratio of 3.3x is higher than the industry's current PS ratio of 2.5x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have declined 13% per year over the last three years,
- Revenues have also declined 2.2% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the French Consumer Discretionary industry?
| FR Market | -2.11% | |
| Consumer Discretionary | -3.12% | |
| Luxury | -3.40% | |
| Footwear | 0% | 0 |
| Textiles | 0% | 0 |
| Apparel, Accessories and Luxury Goods | -3.40% | |
Industry PE
- Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Apparel, Accessories and Luxury Goods industry, which is trading close to its 3-year average of 27.3x.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 16% over the next 5 years.
- This is better than its past earnings decline of 0.09% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 16% 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 | |
|---|---|---|---|---|---|
| ALLSF Le Slip Francais | €14.35 | 0.3% +€52.0k | n/a | PE30.9x |
