Narrative Update • Jun 26

The Specialty Stores is pretty flat in the last 7 days, but Aramis Group SAS has stood out, gaining 3.7%. Unfortunately though, the industry is down 14% over the past 12 months. Earnings are forecast to grow by 53% annually.
Has the French Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 02 Jul 2026 | €2.9b | €19.4b | -€405,002,980.00 | 12.9x | -7.2x | 0.2x |
| Sat, 30 May 2026 | €3.2b | €20.3b | -€277,303,980.00 | 16.1x | -11.5x | 0.2x |
| Mon, 27 Apr 2026 | €3.3b | €20.5b | -€304,239,358.00 | 16.3x | -10.7x | 0.2x |
| Wed, 25 Mar 2026 | €3.2b | €20.5b | -€305,117,193.00 | 15.5x | -10.5x | 0.2x |
| Fri, 20 Feb 2026 | €3.4b | €19.6b | -€155,817,193.00 | 18.1x | -22.1x | 0.2x |
| Sun, 18 Jan 2026 | €3.2b | €19.6b | -€164,893,193.00 | 20x | -19.6x | 0.2x |
| Tue, 16 Dec 2025 | €3.1b | €19.6b | -€164,330,746.00 | 21.4x | -19.1x | 0.2x |
| Thu, 13 Nov 2025 | €3.2b | €19.5b | -€168,800,284.00 | 22.5x | -19.1x | 0.2x |
| Sat, 11 Oct 2025 | €3.2b | €19.5b | -€170,994,970.00 | 19.2x | -18.7x | 0.2x |
| Mon, 08 Sep 2025 | €3.2b | €19.6b | -€189,142,970.00 | 20x | -16.9x | 0.2x |
| Wed, 06 Aug 2025 | €3.3b | €19.5b | -€164,117,970.00 | 18.5x | -19.9x | 0.2x |
| Fri, 04 Jul 2025 | €3.5b | €18.5b | -€155,652,707.00 | 18.3x | -22.4x | 0.2x |
| Sun, 01 Jun 2025 | €3.3b | €18.5b | -€143,754,607.00 | 19.7x | -23.2x | 0.2x |
| Tue, 29 Apr 2025 | €3.2b | €18.3b | -€164,320,748.00 | 18.3x | -19.4x | 0.2x |
| Thu, 27 Mar 2025 | €3.2b | €18.3b | -€167,995,712.00 | 18.7x | -19x | 0.2x |
| Sat, 22 Feb 2025 | €3.4b | €17.6b | -€70,992,712.00 | 20.1x | -48.3x | 0.2x |
| Mon, 20 Jan 2025 | €3.3b | €17.6b | -€63,382,712.00 | 19.7x | -52.2x | 0.2x |
| Wed, 18 Dec 2024 | €3.3b | €17.5b | -€59,040,482.00 | 12.2x | -56.4x | 0.2x |
| Fri, 15 Nov 2024 | €3.1b | €17.4b | -€93,512,086.00 | 12x | -32.7x | 0.2x |
| Sun, 13 Oct 2024 | €3.2b | €17.9b | -€42,222,860.00 | 11.7x | -75.6x | 0.2x |
| Tue, 10 Sep 2024 | €3.0b | €18.3b | -€37,316,900.00 | 11.3x | -80.9x | 0.2x |
| Thu, 08 Aug 2024 | €2.9b | €18.3b | -€3,893,900.00 | 10.6x | -753.4x | 0.2x |
| Sat, 06 Jul 2024 | €3.1b | €18.4b | -€3,427,900.00 | 13.5x | -909.8x | 0.2x |
| Mon, 03 Jun 2024 | €3.4b | €18.4b | -€376,500.00 | 14.7x | -9153.1x | 0.2x |
| Wed, 01 May 2024 | €3.2b | €18.3b | €18.3m | 11.3x | 174.4x | 0.2x |
| Fri, 29 Mar 2024 | €3.1b | €18.3b | €24.0m | 11.9x | 130.2x | 0.2x |
| Sun, 25 Feb 2024 | €3.2b | €18.3b | -€31,696,799.00 | 9.8x | -99.8x | 0.2x |
| Tue, 23 Jan 2024 | €3.2b | €18.3b | €1.4m | 9.3x | 2241.3x | 0.2x |
| Thu, 21 Dec 2023 | €3.4b | €18.3b | -€3,166,442.00 | 8.4x | -1066.4x | 0.2x |
| Sat, 18 Nov 2023 | €3.4b | €18.2b | -€18,320,442.00 | 7.9x | -185.2x | 0.2x |
| Mon, 16 Oct 2023 | €3.3b | €17.2b | €88.9m | 9.1x | 36.7x | 0.2x |
| Wed, 13 Sep 2023 | €3.7b | €17.2b | €85.6m | 11.7x | 43.3x | 0.2x |
| Fri, 11 Aug 2023 | €4.1b | €17.2b | €102.9m | 12.3x | 39.6x | 0.2x |
| Sun, 09 Jul 2023 | €4.3b | €17.3b | €269.2m | 11.5x | 16.1x | 0.2x |
16.1x
Which industries have driven the changes within the French Consumer Discretionary industry?
| FR Market | -0.57% | |
| Consumer Discretionary | -2.44% | |
| Specialty Stores | -0.59% | |
| Automotive Retail | 3.10% | |
| Apparel Retail | 0.16% | |
| Computer and Electronics Retail | 0.045% | |
| Specialty Stores | -0.097% | |
| Home Improvement Retail | -2.00% | |
| Home Furnishing Retail | -3.89% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ARAMI Aramis Group SAS | €2.96 | 3.7% +€8.7m | -61.4% | PE18x | |
| ALLDL Groupe LDLC société anonyme | €12.18 | 5.9% +€4.2m | 79.6% | PE7.3x | |
| SMCP SMCP | €5.01 | 0.7% +€2.7m | 14.4% | PE23.6x | |
| ALCAF Centrale d'Achat Française pour l'Outre-Mer Société Anonyme | €13.90 | 1.5% +€1.8m | 63.5% | PE9.9x | |
| ALEMV Emova Group | €0.80 | 2.6% +€408.8k | 25.0% | PE9.6x |