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French (CAC) Luxury Industry Analysis
UpdatedAug 01, 2026
DataAggregated Company Financials
Companies13
- 7D0.4%
- 3M2.0%
- 1Y-7.9%
- YTD-25.6%
Last week, the Luxury industry hasn't moved much but Kering is up 17% in that time. Unfortunately though, the industry is down 7.9% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | €507.9b | €190.5b | €19.6b | 31.5x | 25.9x | 2.7x |
| Mon, 29 Jun 2026 | €532.1b | €192.9b | €19.9b | 32.1x | 26.7x | 2.8x |
| Wed, 27 May 2026 | €509.5b | €192.9b | €19.9b | 26.8x | 25.6x | 2.6x |
| Fri, 24 Apr 2026 | €521.5b | €192.9b | €19.9b | 26.9x | 26.2x | 2.7x |
| Sun, 22 Mar 2026 | €507.7b | €192.9b | €19.9b | 26.5x | 25.5x | 2.6x |
| Tue, 17 Feb 2026 | €598.2b | €192.9b | €19.9b | 27.9x | 30.1x | 3.1x |
| Thu, 15 Jan 2026 | €697.9b | €197.7b | €20.7b | 36.2x | 33.7x | 3.5x |
| Sat, 13 Dec 2025 | €675.3b | €197.7b | €20.7b | 32.4x | 32.6x | 3.4x |
| Mon, 10 Nov 2025 | €654.1b | €197.7b | €20.7b | 27.3x | 31.5x | 3.3x |
| Wed, 08 Oct 2025 | €633.0b | €197.7b | €20.7b | 25.9x | 30.5x | 3.2x |
| Fri, 05 Sep 2025 | €574.5b | €197.7b | €20.7b | 22.6x | 27.7x | 2.9x |
| Sun, 03 Aug 2025 | €553.4b | €197.7b | €20.7b | 20.9x | 26.7x | 2.8x |
| Tue, 01 Jul 2025 | €562.5b | €202.4b | €23.5b | 18.8x | 24x | 2.8x |
| Thu, 29 May 2025 | €594.0b | €202.4b | €23.5b | 18.8x | 25.3x | 2.9x |
| Sat, 26 Apr 2025 | €603.3b | €202.4b | €23.5b | 19.4x | 25.7x | 3x |
| Mon, 24 Mar 2025 | €690.1b | €202.4b | €23.5b | 23.2x | 29.4x | 3.4x |
| Wed, 19 Feb 2025 | €796.2b | €202.4b | €23.5b | 25.2x | 33.9x | 3.9x |
| Fri, 17 Jan 2025 | €752.9b | €204.5b | €26.3b | 19.7x | 28.7x | 3.7x |
| Sun, 15 Dec 2024 | €695.0b | €204.5b | €26.3b | 16.5x | 26.5x | 3.4x |
| Tue, 12 Nov 2024 | €643.3b | €204.6b | €26.3b | 15.3x | 24.5x | 3.1x |
| Thu, 10 Oct 2024 | €690.6b | €204.6b | €26.3b | 16.7x | 26.3x | 3.4x |
| Sat, 07 Sep 2024 | €638.6b | €204.6b | €26.3b | 19.8x | 24.3x | 3.1x |
| Mon, 05 Aug 2024 | €660.3b | €204.6b | €26.3b | 17.1x | 25.2x | 3.2x |
| Wed, 03 Jul 2024 | €736.6b | €205.9b | €28.7b | 18.9x | 25.6x | 3.6x |
| Fri, 31 May 2024 | €758.3b | €205.9b | €28.7b | 20x | 26.4x | 3.7x |
| Sun, 28 Apr 2024 | €817.0b | €205.9b | €28.7b | 17.5x | 28.4x | 4x |
| Tue, 26 Mar 2024 | €845.5b | €205.9b | €28.7b | 18.3x | 29.4x | 4.1x |
| Thu, 22 Feb 2024 | €836.8b | €206.0b | €28.7b | 20x | 29.1x | 4.1x |
| Sat, 20 Jan 2024 | €678.9b | €203.5b | €30.0b | 14.9x | 22.6x | 3.3x |
| Mon, 18 Dec 2023 | €765.7b | €203.5b | €30.0b | 14.9x | 25.5x | 3.8x |
| Wed, 15 Nov 2023 | €727.0b | €203.5b | €30.0b | 14.6x | 24.2x | 3.6x |
| Fri, 13 Oct 2023 | €686.3b | €203.5b | €30.0b | 17.7x | 22.9x | 3.4x |
| Sun, 10 Sep 2023 | €749.3b | €203.5b | €30.0b | 18.1x | 25x | 3.7x |
| Tue, 08 Aug 2023 | €811.4b | €203.6b | €30.0b | 20.6x | 27x | 4x |
Price to Earnings Ratio
27x
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 2.7x.
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 | 1.33% | |
| Consumer Discretionary | 0.55% | |
| Luxury | 0.40% | |
| Apparel, Accessories and Luxury Goods | 0.40% | |
| Footwear | 0% | 0 |
| Textiles | 0% | 0 |
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 | |
|---|---|---|---|---|---|
| KER Kering | €284.20 | 17.3% +€5.1b | 31.5% | PS2.4x | |
| MC LVMH Moët Hennessy - Louis Vuitton Société Européenne | €475.15 | 2.9% +€5.1b | 2.9% | PE21.5x | |
| CDI Christian Dior | €433.60 | 2.5% +€1.9b | -1.5% | PE17.2x | |
| ALLSF Le Slip Francais | €14.63 | 2.5% +€454.7k | n/a | PE31.5x | |
| GJAJ Groupe JAJ | €1.14 | 8.6% +€320.5k | -2.6% | PE11.8x |