Narrative Update • Jun 26
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Irish (ISEQ) Consumer Discretionary Sector Analysis
UpdatedJul 14, 2026
DataAggregated Company Financials
Companies1
- 7D-5.9%
- 3M20.0%
- 1Y30.9%
- YTD23.8%
Over the last 7 days, the Consumer Discretionary industry has dropped 5.3%, driven by pullbacks from every company within the industry. Over the past 12 months, the industry was up 32%. Looking forward, earnings are forecast to grow by 7.7% annually.
Sector Valuation and Performance
Has the Irish Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | €1.2b | €925.9m | €107.6m | 11.4x | 11.4x | 1.3x |
| Thu, 11 Jun 2026 | €1.2b | €925.9m | €107.6m | 11x | 11x | 1.3x |
| Sat, 09 May 2026 | €1.1b | €925.9m | €107.6m | 10.7x | 10.7x | 1.2x |
| Mon, 06 Apr 2026 | €1.0b | €925.9m | €107.6m | 9.5x | 9.5x | 1.1x |
| Wed, 04 Mar 2026 | €1.1b | €1.1b | €125.4m | 9x | 9x | 1.1x |
| Fri, 30 Jan 2026 | €1.0b | €1.1b | €125.4m | 8.2x | 8.2x | 1x |
| Sun, 28 Dec 2025 | €1.0b | €1.1b | €125.4m | 8x | 8x | 0.9x |
| Tue, 25 Nov 2025 | €995.0m | €1.1b | €125.4m | 7.9x | 7.9x | 0.9x |
| Thu, 23 Oct 2025 | €2.3b | €1.7b | €188.0m | 14.7x | 12.4x | 1.4x |
| Sat, 20 Sep 2025 | €2.4b | €1.5b | €160.3m | 16.1x | 14.8x | 1.6x |
| Mon, 18 Aug 2025 | €2.4b | €1.5b | €176.5m | 13.8x | 13.5x | 1.6x |
| Wed, 16 Jul 2025 | €2.3b | €1.5b | €176.5m | 13.6x | 13.2x | 1.5x |
| Fri, 13 Jun 2025 | €2.3b | €1.5b | €176.5m | 13.5x | 13.1x | 1.5x |
| Sun, 11 May 2025 | €2.0b | €1.5b | €176.5m | 11.6x | 11.4x | 1.3x |
| Tue, 08 Apr 2025 | €1.8b | €1.5b | €176.5m | 10.3x | 10.1x | 1.2x |
| Thu, 06 Mar 2025 | €1.8b | €1.2b | €130.6m | 14.6x | 13.9x | 1.5x |
| Sat, 01 Feb 2025 | €1.9b | €1.2b | €130.6m | 16.1x | 14.9x | 1.6x |
| Mon, 30 Dec 2024 | €1.9b | €1.2b | €130.6m | 15.6x | 14.5x | 1.6x |
| Wed, 27 Nov 2024 | €1.8b | €1.2b | €130.6m | 14.9x | 13.8x | 1.5x |
| Fri, 25 Oct 2024 | €1.8b | €1.2b | €130.6m | 15.4x | 14.1x | 1.5x |
| Sun, 22 Sep 2024 | €1.8b | €1.2b | €130.6m | 15x | 13.8x | 1.5x |
| Tue, 20 Aug 2024 | €1.8b | €1.2b | €137.3m | 13.8x | 12.8x | 1.4x |
| Thu, 18 Jul 2024 | €1.7b | €1.2b | €137.3m | 13.5x | 12.5x | 1.4x |
| Sat, 15 Jun 2024 | €1.6b | €1.2b | €137.3m | 13x | 12x | 1.4x |
| Mon, 13 May 2024 | €1.7b | €1.2b | €137.3m | 13.4x | 12.5x | 1.4x |
| Wed, 10 Apr 2024 | €1.7b | €1.2b | €137.3m | 13x | 12.2x | 1.4x |
| Fri, 08 Mar 2024 | €1.7b | €1.2b | €137.3m | 13.3x | 12.6x | 1.4x |
| Sun, 04 Feb 2024 | €1.8b | €1.2b | €136.2m | 13.7x | 13x | 1.4x |
| Tue, 02 Jan 2024 | €1.7b | €1.2b | €136.2m | 13.6x | 12.8x | 1.4x |
| Thu, 30 Nov 2023 | €1.5b | €1.2b | €136.2m | 11.9x | 11.3x | 1.2x |
| Sat, 28 Oct 2023 | €1.4b | €1.2b | €136.2m | 10.6x | 10.2x | 1.1x |
| Mon, 25 Sep 2023 | €1.5b | €1.2b | €136.2m | 11.8x | 11.3x | 1.2x |
| Wed, 23 Aug 2023 | €1.5b | €1.2b | €149.3m | 10x | 9.8x | 1.2x |
| Fri, 21 Jul 2023 | €1.6b | €1.2b | €149.3m | 11.1x | 10.8x | 1.3x |
Price to Earnings Ratio
10.8x
Current Industry PE
- There is only one company in the Irish Consumer Discretionary industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 10% per year over the last three years,
- Revenues have also declined 8.4% 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 Irish Consumer Discretionary sector?
| IE Market | -1.54% | |
| Consumer Discretionary | -5.88% | |
| Hospitality | 0% | 0 |
| Consumer Durables | -5.88% | |
Industry PE
- Investors are most optimistic about the Consumer Durables industry even though it's trading below its 3-year average PE ratio of 13.1x.
- Analysts are expecting annual earnings growth of 7.7%, which is lower than the prior year's growth of 10.1% per year.
- Investors are most pessimistic about the Consumer Durables industry, which is trading below its 3-year average of 13.1x.
Forecasted Growth
- Analysts are most optimistic on the Consumer Durables industry, expecting annual earnings growth of 7.7% over the next 5 years.
- However this is lower than its past earnings growth rate of 10% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 7.7% 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 | |
|---|---|---|---|---|---|
| No data available | |||||