Narrative Update • Jun 16
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French (CAC) Retail REITs Industry Analysis
UpdatedJul 28, 2026
DataAggregated Company Financials
Companies9
- 7D1.3%
- 3M3.9%
- 1Y19.1%
- YTDn/a
The Retail REITs industry is up 1.4% in the last week, with Klépierre up 2.4%. This takes the industry's 12 month performance to a gain of 19%. Earnings are forecast to grow by 7.0% annually.
Industry Valuation and Performance
Has the French Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | €31.3b | €6.3b | €2.9b | 14.5x | 10.9x | 5x |
| Thu, 25 Jun 2026 | €30.3b | €6.3b | €2.9b | 12.7x | 10.4x | 4.8x |
| Sat, 23 May 2026 | €29.0b | €6.3b | €2.9b | 12.9x | 10x | 4.6x |
| Mon, 20 Apr 2026 | €30.8b | €6.3b | €2.9b | 13.3x | 10.6x | 4.9x |
| Wed, 18 Mar 2026 | €28.6b | €6.3b | €2.9b | 12.8x | 9.9x | 4.5x |
| Fri, 13 Feb 2026 | €28.4b | €6.3b | €2.4b | 14.9x | 11.9x | 4.5x |
| Sun, 11 Jan 2026 | €28.0b | €6.3b | €2.4b | 14.5x | 11.7x | 4.4x |
| Tue, 09 Dec 2025 | €27.2b | €6.3b | €2.4b | 14.2x | 11.4x | 4.3x |
| Thu, 06 Nov 2025 | €26.9b | €6.3b | €2.4b | 14.7x | 11.3x | 4.2x |
| Sat, 04 Oct 2025 | €27.3b | €6.3b | €2.4b | 14.9x | 11.4x | 4.3x |
| Mon, 01 Sep 2025 | €27.4b | €6.3b | €2.4b | 14.9x | 11.5x | 4.3x |
| Wed, 30 Jul 2025 | €26.3b | €6.0b | €1.7b | 16.2x | 15.7x | 4.4x |
| Fri, 27 Jun 2025 | €25.7b | €5.9b | €1.7b | 18.2x | 15.3x | 4.3x |
| Sun, 25 May 2025 | €25.9b | €5.9b | €1.7b | 18.5x | 15.4x | 4.4x |
| Tue, 22 Apr 2025 | €24.1b | €5.9b | €1.7b | 19.2x | 14.3x | 4.1x |
| Thu, 20 Mar 2025 | €24.4b | €5.9b | €1.7b | 15.4x | 14.4x | 4.1x |
| Sat, 15 Feb 2025 | €24.9b | €5.6b | €506.3m | 16.4x | 49.2x | 4.5x |
| Mon, 13 Jan 2025 | €23.1b | €5.5b | -€169,888,692.00 | 16.4x | -135.9x | 4.2x |
| Wed, 11 Dec 2024 | €23.0b | €5.5b | -€181,790,692.00 | 16.5x | -126.5x | 4.2x |
| Fri, 08 Nov 2024 | €23.2b | €5.5b | -€181,790,692.00 | 17x | -127.5x | 4.2x |
| Sun, 06 Oct 2024 | €24.1b | €5.5b | -€181,790,692.00 | 18.6x | -132.5x | 4.4x |
| Tue, 03 Sep 2024 | €23.1b | €5.5b | -€231,424,692.00 | 18.6x | -99.6x | 4.2x |
| Thu, 01 Aug 2024 | €22.1b | €5.4b | -€716,009,692.00 | 19.2x | -30.8x | 4.1x |
| Sat, 29 Jun 2024 | €22.0b | €5.3b | -€1,349,217,791.00 | 26.7x | -16.3x | 4.2x |
| Mon, 27 May 2024 | €23.4b | €5.3b | -€1,349,230,791.00 | 28.1x | -17.3x | 4.4x |
| Wed, 24 Apr 2024 | €22.6b | €5.3b | -€1,349,230,791.00 | 28x | -16.8x | 4.3x |
| Fri, 22 Mar 2024 | €21.9b | €5.3b | -€1,349,189,791.00 | 27.5x | -16.2x | 4.1x |
| Sun, 18 Feb 2024 | €21.0b | €5.3b | -€1,173,764,791.00 | 21.7x | -17.9x | 3.9x |
| Tue, 16 Jan 2024 | €20.9b | €5.2b | -€529,942,285.00 | 24.1x | -39.4x | 4x |
| Thu, 14 Dec 2023 | €19.8b | €5.2b | -€529,942,285.00 | 22.9x | -37.3x | 3.8x |
| Sat, 11 Nov 2023 | €17.6b | €5.2b | -€531,533,000.00 | 20.7x | -33.1x | 3.4x |
| Mon, 09 Oct 2023 | €16.9b | €5.2b | -€531,533,000.00 | 20.3x | -31.8x | 3.2x |
| Wed, 06 Sep 2023 | €18.1b | €5.2b | -€288,033,000.00 | 16.6x | -62.8x | 3.5x |
| Fri, 04 Aug 2023 | €17.9b | €5.2b | -€166,289,000.00 | 12x | -107.8x | 3.4x |
Price to Earnings Ratio
-107.8x
Current Industry PE
- Investors are pessimistic on the French Retail REITs 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 10.8x which is higher than its 3-year average PE of -28.3x.
- The 3-year average PS ratio of 4.2x is lower than the industry's current PS ratio of 4.9x.
Past Earnings Growth
- Total earnings for the Retail REITs industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 6.7% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Comparison
How does French Retail REITs compare with similar industries?
| FR Market | 0.44% | |
| Real Estate | 1.57% | |
| REITS | 1.12% | |
| Retail REITs | 1.34% | |
| Industrial REITs | 10.77% | |
| Hotel and Resort REITs | 4.11% | |
| Diversified REITs | 1.12% | |
| Residential REITs | 0.61% | |
| Specialized REITs | 0% | 0 |
| Healthcare REITs | 0% | 0 |
| Office REITs | -0.80% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LI Klépierre | €38.92 | 2.4% +€263.4m | 16.9% | PB1.2x | |
| URW Unibail-Rodamco-Westfield | €105.20 | 0.9% +€137.0m | 26.9% | PB0.9x | |
| MERY Mercialys | €11.96 | 2.2% +€24.3m | 10.9% | PB1.9x | |
| FREY Frey | €35.20 | 0.6% +€6.4m | 20.5% | PB1.1x | |
| SELER Selectirente | €83.50 | 0.6% +€2.1m | 3.7% | PB0.9x |