Narrative Update • Jun 23
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French (CAC) Retail REITs Industry Analysis
UpdatedJun 29, 2026
DataAggregated Company Financials
Companies9
- 7D4.0%
- 3M10.6%
- 1Y18.9%
- YTDn/a
In the last week, the Retail REITs industry is up 4.0%, with Unibail-Rodamco-Westfield up 4.7%. In the last 12 months, the industry was up 19%. Looking forward, earnings are forecast to grow by 6.9% 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 |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | €30.7b | €6.3b | €2.9b | 12.7x | 10.6x | 4.8x |
| Wed, 27 May 2026 | €28.9b | €6.3b | €2.9b | 13x | 10x | 4.6x |
| Fri, 24 Apr 2026 | €30.3b | €6.3b | €2.9b | 13.1x | 10.4x | 4.8x |
| Sun, 22 Mar 2026 | €27.7b | €6.3b | €2.9b | 12.7x | 9.5x | 4.4x |
| Tue, 17 Feb 2026 | €28.9b | €6.3b | €2.9b | 12x | 10.1x | 4.6x |
| Thu, 15 Jan 2026 | €27.5b | €6.3b | €2.4b | 14.3x | 11.5x | 4.3x |
| Sat, 13 Dec 2025 | €27.2b | €6.3b | €2.4b | 14.2x | 11.4x | 4.3x |
| Mon, 10 Nov 2025 | €27.2b | €6.3b | €2.4b | 14.8x | 11.4x | 4.3x |
| Wed, 08 Oct 2025 | €26.6b | €6.3b | €2.4b | 14.7x | 11.1x | 4.2x |
| Fri, 05 Sep 2025 | €26.9b | €6.3b | €2.4b | 14.6x | 11.3x | 4.2x |
| Sun, 03 Aug 2025 | €26.4b | €6.3b | €2.4b | 14.2x | 11.1x | 4.2x |
| Tue, 01 Jul 2025 | €26.0b | €5.9b | €1.7b | 18.5x | 15.4x | 4.4x |
| Thu, 29 May 2025 | €26.6b | €5.9b | €1.7b | 19x | 15.8x | 4.5x |
| Sat, 26 Apr 2025 | €24.4b | €5.9b | €1.7b | 19.2x | 14.5x | 4.1x |
| Mon, 24 Mar 2025 | €24.6b | €5.9b | €1.7b | 15.4x | 14.5x | 4.1x |
| Wed, 19 Feb 2025 | €24.8b | €5.9b | €1.7b | 15.1x | 14.7x | 4.2x |
| Fri, 17 Jan 2025 | €23.3b | €5.5b | -€169,888,692.00 | 16.4x | -137.1x | 4.3x |
| Sun, 15 Dec 2024 | €23.0b | €5.5b | -€181,790,692.00 | 16.5x | -126.7x | 4.2x |
| Tue, 12 Nov 2024 | €23.5b | €5.5b | -€181,790,692.00 | 17x | -129.2x | 4.3x |
| Thu, 10 Oct 2024 | €24.2b | €5.5b | -€181,790,692.00 | 18.7x | -133.1x | 4.4x |
| Sat, 07 Sep 2024 | €23.6b | €5.5b | -€231,424,692.00 | 19.1x | -102x | 4.3x |
| Mon, 05 Aug 2024 | €21.9b | €5.5b | -€231,409,692.00 | 18.5x | -94.5x | 4x |
| Wed, 03 Jul 2024 | €22.2b | €5.3b | -€1,347,489,692.00 | 26.7x | -16.5x | 4.2x |
| Fri, 31 May 2024 | €23.5b | €5.3b | -€1,349,230,791.00 | 28.4x | -17.4x | 4.4x |
| Sun, 28 Apr 2024 | €22.8b | €5.3b | -€1,349,230,791.00 | 28x | -16.9x | 4.3x |
| Tue, 26 Mar 2024 | €21.8b | €5.3b | -€1,349,189,791.00 | 27.8x | -16.1x | 4.1x |
| Thu, 22 Feb 2024 | €21.0b | €5.3b | -€1,173,764,791.00 | 22.1x | -17.8x | 3.9x |
| Sat, 20 Jan 2024 | €20.4b | €5.2b | -€522,569,791.00 | 23.6x | -39x | 3.9x |
| Mon, 18 Dec 2023 | €20.6b | €5.2b | -€529,942,285.00 | 23.7x | -38.9x | 4x |
| Wed, 15 Nov 2023 | €18.4b | €5.2b | -€531,533,000.00 | 22x | -34.6x | 3.5x |
| Fri, 13 Oct 2023 | €17.1b | €5.2b | -€531,533,000.00 | 20.1x | -32.1x | 3.3x |
| Sun, 10 Sep 2023 | €18.0b | €5.2b | -€288,033,000.00 | 16.7x | -62.5x | 3.4x |
| Tue, 08 Aug 2023 | €18.1b | €5.2b | -€166,289,000.00 | 12x | -108.6x | 3.5x |
| Thu, 06 Jul 2023 | €18.0b | €5.3b | €995.0m | 17.5x | 18.1x | 3.4x |
Price to Earnings Ratio
18.1x
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 10.6x which is higher than its 3-year average PE of -28.1x.
- The 3-year average PS ratio of 4.2x is lower than the industry's current PS ratio of 4.8x.
Past Earnings Growth
- The earnings for companies in the Retail REITs industry have grown 43% per year over the last three years.
- Revenues for these companies have grown 6.0% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does French Retail REITs compare with similar industries?
| FR Market | -0.80% | |
| Real Estate | 2.38% | |
| REITS | 1.51% | |
| Retail REITs | 4.01% | |
| Residential REITs | 1.52% | |
| Diversified REITs | 1.51% | |
| Industrial REITs | 1.06% | |
| Office REITs | 0.84% | |
| Specialized REITs | 0% | 0 |
| Healthcare REITs | 0% | 0 |
| Hotel and Resort REITs | -1.75% | |
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 | |
|---|---|---|---|---|---|
| URW Unibail-Rodamco-Westfield | €103.35 | 3.0% +€439.9m | 27.4% | PB0.8x | |
| LI Klépierre | €37.18 | 3.6% +€366.5m | 11.2% | PB1.1x | |
| CARM Carmila | €16.92 | 2.1% +€47.4m | 1.7% | PB0.7x | |
| MERY Mercialys | €11.92 | 1.7% +€18.7m | 12.0% | PB1.9x |