Analysis Article • Aug 01
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French (CAC) Luxury Industry Analysis
UpdatedAug 03, 2026
DataAggregated Company Financials
Companies13
- 7D0.05%
- 3M3.8%
- 1Y-8.2%
- YTD-25.6%
Last week, the Luxury industry hasn't moved much but Kering is up 17% in that time. As for the longer term, the industry has declined 7.9% in the last 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 |
|---|---|---|---|---|---|---|
| Mon, 03 Aug 2026 | €507.9b | €190.5b | €19.6b | 31.5x | 25.9x | 2.7x |
| Wed, 01 Jul 2026 | €519.3b | €192.9b | €19.9b | 32.1x | 26.1x | 2.7x |
| Fri, 29 May 2026 | €522.5b | €192.9b | €19.9b | 27x | 26.3x | 2.7x |
| Sun, 26 Apr 2026 | €516.5b | €192.9b | €19.9b | 26.8x | 26x | 2.7x |
| Tue, 24 Mar 2026 | €514.8b | €192.9b | €19.9b | 26.7x | 25.9x | 2.7x |
| Thu, 19 Feb 2026 | €607.5b | €192.9b | €19.9b | 28.2x | 30.5x | 3.1x |
| Sat, 17 Jan 2026 | €670.0b | €197.7b | €20.7b | 36.2x | 32.3x | 3.4x |
| Mon, 15 Dec 2025 | €675.3b | €197.7b | €20.7b | 32.4x | 32.6x | 3.4x |
| Wed, 12 Nov 2025 | €687.5b | €197.7b | €20.7b | 28.6x | 33.2x | 3.5x |
| Fri, 10 Oct 2025 | €631.6b | €197.7b | €20.7b | 25.9x | 30.5x | 3.2x |
| Sun, 07 Sep 2025 | €574.8b | €197.7b | €20.7b | 22.5x | 27.7x | 2.9x |
| Tue, 05 Aug 2025 | €556.0b | €197.7b | €20.7b | 20.9x | 26.8x | 2.8x |
| Thu, 03 Jul 2025 | €595.4b | €202.4b | €23.5b | 20.7x | 25.4x | 2.9x |
| Sat, 31 May 2025 | €595.7b | €202.4b | €23.5b | 18.7x | 25.4x | 2.9x |
| Mon, 28 Apr 2025 | €603.3b | €202.4b | €23.5b | 19.4x | 25.7x | 3x |
| Wed, 26 Mar 2025 | €686.9b | €202.4b | €23.5b | 22.8x | 29.3x | 3.4x |
| Fri, 21 Feb 2025 | €781.0b | €202.4b | €23.5b | 24.8x | 33.3x | 3.9x |
| Sun, 19 Jan 2025 | €751.0b | €204.5b | €26.3b | 19.6x | 28.6x | 3.7x |
| Tue, 17 Dec 2024 | €688.0b | €204.5b | €26.3b | 16.2x | 26.2x | 3.4x |
| Thu, 14 Nov 2024 | €619.5b | €204.6b | €26.3b | 14.6x | 23.6x | 3x |
| Sat, 12 Oct 2024 | €690.1b | €204.6b | €26.3b | 16.6x | 26.3x | 3.4x |
| Mon, 09 Sep 2024 | €638.6b | €204.6b | €26.3b | 19.8x | 24.3x | 3.1x |
| Wed, 07 Aug 2024 | €652.9b | €204.6b | €26.3b | 16.6x | 24.9x | 3.2x |
| Fri, 05 Jul 2024 | €744.1b | €205.9b | €28.7b | 19.3x | 25.9x | 3.6x |
| Sun, 02 Jun 2024 | €759.2b | €205.9b | €28.7b | 20.1x | 26.4x | 3.7x |
| Tue, 30 Apr 2024 | €803.8b | €205.9b | €28.7b | 17.4x | 28x | 3.9x |
| Thu, 28 Mar 2024 | €848.2b | €205.9b | €28.7b | 18.5x | 29.5x | 4.1x |
| Sat, 24 Feb 2024 | €860.8b | €206.0b | €28.7b | 20.1x | 30x | 4.2x |
| Mon, 22 Jan 2024 | €678.9b | €203.5b | €30.0b | 14.9x | 22.6x | 3.3x |
| Wed, 20 Dec 2023 | €759.7b | €203.5b | €30.0b | 14.5x | 25.3x | 3.7x |
| Fri, 17 Nov 2023 | €736.6b | €203.5b | €30.0b | 14.2x | 24.6x | 3.6x |
| Sun, 15 Oct 2023 | €673.6b | €203.5b | €30.0b | 17.4x | 22.5x | 3.3x |
| Tue, 12 Sep 2023 | €750.3b | €203.5b | €30.0b | 18.1x | 25x | 3.7x |
| Thu, 10 Aug 2023 | €802.3b | €203.6b | €30.0b | 20.7x | 26.7x | 3.9x |
Price to Earnings Ratio
26.7x
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 | 0.95% | |
| Consumer Discretionary | 0.21% | |
| Luxury | 0.051% | |
| Apparel, Accessories and Luxury Goods | 0.051% | |
| 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 |