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French (CAC) Luxury Industry Analysis

UpdatedDec 01, 2022
DataAggregated Company Financials
Companies14
  • 7D4.6%
  • 3M16.3%
  • 1Y1.6%
  • YTD-2.0%

Over the last 7 days, the Luxury industry has risen 4.6%, driven by gains from LVMH Moët Hennessy - Louis Vuitton Société Européenne of 5.0%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 8.3% annually.

Industry Valuation and Performance

Has the French Luxury Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Dec 2022€731.2b€175.2b€25.3b21.4x28.9x4.2x
Sat, 29 Oct 2022€633.8b€175.2b€25.3b18.1x25x3.6x
Mon, 26 Sep 2022€651.5b€198.2b€27.1b19.4x24.1x3.3x
Wed, 24 Aug 2022€737.2b€198.3b€27.1b19.8x27.2x3.7x
Fri, 22 Jul 2022€690.1b€175.8b€24.1b21.6x28.7x3.9x
Sun, 19 Jun 2022€593.8b€175.8b€24.1b19.2x24.7x3.4x
Tue, 17 May 2022€623.0b€175.7b€24.1b20x25.9x3.5x
Thu, 14 Apr 2022€695.4b€175.7b€24.1b21.9x28.9x4x
Sat, 12 Mar 2022€656.1b€163.6b€22.9b24.9x28.7x4x
Mon, 07 Feb 2022€765.1b€160.9b€22.8b29.5x33.5x4.8x
Wed, 05 Jan 2022€839.4b€151.6b€20.3b34.4x41.4x5.5x
Fri, 03 Dec 2021€800.9b€151.6b€20.3b31.1x39.5x5.3x
Sun, 31 Oct 2021€767.2b€152.2b€20.3b27.7x37.8x5x
Tue, 28 Sep 2021€719.7b€152.2b€20.3b26.5x35.4x4.7x
Thu, 26 Aug 2021€712.2b€152.3b€20.3b27.2x35.1x4.7x
Fri, 02 Jul 2021€745.6b€152.3b€20.3b29.5x36.7x4.9x
Mon, 05 Apr 2021€613.2b€138.6b€15.3b32x40.2x4.4x
Thu, 07 Jan 2021€561.8b€124.9b€10.2b42.4x54.9x4.5x
Wed, 30 Sep 2020€463.3b€127.5b€9.7b39.8x47.9x3.6x
Sat, 04 Jul 2020€452.7b€130.2b€9.1b37.2x49.6x3.5x
Tue, 07 Apr 2020€397.7b€139.6b€12.0b29.5x33.1x2.8x
Fri, 10 Jan 2020€492.9b€149.0b€14.9b33.5x33.1x3.3x
Price to Earnings Ratio

34.1x


Total Market Cap: €492.8bTotal Earnings: €14.4bTotal Revenue: €143.6bTotal Market Cap vs Earnings and Revenue0%0%0%
French Luxury Industry Price to Earnings3Y Average 38.1x202020212022
Current Industry PE
  • Investors are pessimistic on the French Luxury 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 28.9x which is lower than its 3-year average PE of 38.1x.
  • The industry is trading close to its 3-year average PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 21% per year over the last three years.
  • Revenues for these companies have grown 6.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

FR Market0.78%
Consumer Discretionary4.17%
Luxury4.59%
Apparel, Accessories and Luxury Goods4.60%
Textiles0%
Footwear-16.94%
Industry PE
    • Investors are most pessimistic about the Footwear industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 1.7x.
    Forecasted Growth
    • Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 8.3% over the next 5 years.
    • However this is lower than its past earnings growth rate of 35% per year.
    • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 8.3% 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€737.305.0%
    +€17.6b
    7.4%PE27.8x
    CDI Christian Dior€724.005.1%
    +€6.3b
    7.9%PE23.9x
    RMS Hermès International Société en commandite par actions€1.54k3.7%
    +€5.8b
    -4.6%PE55.4x
    KER Kering€567.403.6%
    +€2.4b
    -18.2%PE18.8x
    ALDAR Damartex€13.351.9%
    +€2.8m
    -38.2%PS0.2x
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    Latest News

    MC

    €737.30

    LVMH Moët Hennessy - Louis Vuitton Société Européenne

    7D

    5.0%

    1Y

    7.4%

    ALDAR

    €13.35

    Damartex

    7D

    1.9%

    1Y

    -38.2%

    CHSR

    €5.15

    Chausseria

    7D

    -16.9%

    1Y

    12.4%

    CDI

    €724.00

    Christian Dior

    7D

    5.1%

    1Y

    7.9%

    GJAJ

    €1.50

    Groupe JAJ

    7D

    -2.6%

    1Y

    -16.7%

    KER

    €567.40

    Kering

    7D

    3.6%

    1Y

    -18.2%

    DPT

    €0.13

    S.T. Dupont

    7D

    -2.2%

    1Y

    -6.1%