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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis

UpdatedFeb 24, 2026
DataAggregated Company Financials
Companies71
  • 7D-0.6%
  • 3M-7.6%
  • 1Y-28.8%
  • YTD-7.6%

The Consumer Discretionary is pretty flat in the last 7 days, but Moncler has stood out, gaining 16%. As for the longer term, the industry has declined 29% in the last year. Earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

Has the Italian Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 24 Feb 2026€129.2b€194.2b€1.5b17.8x83.6x0.7x
Thu, 22 Jan 2026€127.0b€192.6b€1.5b17.9x87.4x0.7x
Sat, 20 Dec 2025€140.6b€192.7b€1.5b17.3x96.7x0.7x
Mon, 17 Nov 2025€143.2b€192.8b€1.5b16.8x97.8x0.7x
Wed, 15 Oct 2025€131.4b€192.6b€1.4b17.8x91.3x0.7x
Fri, 12 Sep 2025€147.5b€193.2b€1.5b19.6x101.6x0.8x
Sun, 10 Aug 2025€140.8b€193.1b€1.4b17.7x97.3x0.7x
Tue, 08 Jul 2025€148.5b€203.8b€9.3b15.6x15.9x0.7x
Thu, 05 Jun 2025€151.2b€203.6b€9.3b15.5x16.2x0.7x
Sat, 03 May 2025€146.7b€203.2b€9.2b14x15.9x0.7x
Mon, 31 Mar 2025€152.4b€203.1b€9.3b14.4x16.4x0.8x
Wed, 26 Feb 2025€92.3b€216.8b€15.6b14.4x5.9x0.4x
Fri, 24 Jan 2025€87.0b€216.8b€15.6b13.5x5.6x0.4x
Sun, 22 Dec 2024€83.1b€216.8b€15.6b13.3x5.3x0.4x
Tue, 19 Nov 2024€81.4b€219.4b€15.6b13.5x5.2x0.4x
Thu, 17 Oct 2024€81.7b€219.3b€15.6b13.7x5.2x0.4x
Sat, 14 Sep 2024€85.9b€219.2b€15.6b14.3x5.5x0.4x
Mon, 12 Aug 2024€99.5b€218.6b€15.6b14.1x6.4x0.5x
Wed, 10 Jul 2024€118.3b€232.0b€20.9b13.3x5.7x0.5x
Fri, 07 Jun 2024€132.3b€233.2b€21.0b13.7x6.3x0.6x
Sun, 05 May 2024€133.0b€233.6b€21.0b13.5x6.3x0.6x
Tue, 02 Apr 2024€160.8b€236.7b€21.2b13.3x7.6x0.7x
Thu, 29 Feb 2024€151.9b€236.1b€21.1b13.8x7.2x0.6x
Sat, 27 Jan 2024€115.2b€241.2b€22.2b13.1x5.2x0.5x
Mon, 25 Dec 2023€119.2b€241.2b€22.2b13x5.4x0.5x
Wed, 22 Nov 2023€107.6b€241.1b€22.2b12.9x4.9x0.4x
Fri, 20 Oct 2023€105.1b€241.5b€22.1b12.6x4.7x0.4x
Sun, 17 Sep 2023€109.8b€241.3b€22.1b15.3x5x0.5x
Tue, 15 Aug 2023€108.9b€241.4b€22.1b16.1x4.9x0.5x
Thu, 13 Jul 2023€109.2b€228.1b€19.1b15.9x5.7x0.5x
Sat, 10 Jun 2023€102.5b€227.7b€19.1b16.4x5.4x0.5x
Mon, 08 May 2023€103.5b€227.1b€19.1b16.5x5.4x0.5x
Wed, 05 Apr 2023€108.4b€226.6b€19.2b17.1x5.7x0.5x
Fri, 03 Mar 2023€110.7b€225.1b€19.2b19.9x5.8x0.5x
Price to Earnings Ratio

5.8x


Total Market Cap: €110.7bTotal Earnings: €19.2bTotal Revenue: €225.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Consumer Discretionary Sector Price to Earnings3Y Average 24.1x202420252026
Current Industry PE
  • Investors are optimistic on the Italian Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 83.6x which is higher than its 3-year average PE of 24.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.55x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 57% per year over the last three years,
  • Revenues have also declined 4.8% 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 Italian Consumer Discretionary sector?

IT Market2.38%
Consumer Discretionary-0.59%
Luxury10.33%
General Merchandise and Department Stores2.56%
Online Retail and Ecommerce0%0
Leisure-1.06%
Consumer Services-1.77%
Hospitality-1.84%
Auto Components-1.87%
Consumer Durables-2.30%
Specialty Stores-2.87%
Auto-3.46%
Retail Distributors-4.31%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 178x.
    • Analysts are expecting annual earnings growth of 61.3%, which is higher than its past year's earnings decline of 32.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 87% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Auto Components industry is expected to see its earnings grow by 9.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MONC Moncler€57.6214.6%
+€2.0b		-10.7%PE25x
PIRC Pirelli & C€6.402.1%
+€145.4m		11.8%PE14x
BC Brunello Cucinelli€87.002.4%
+€135.9m		-29.3%PE43.8x
SFER Salvatore Ferragamo€7.055.1%
+€56.3m		-6.9%PS1.2x
STLAM Stellantis€6.590.3%
+€54.9m		-51.1%PS0.1x

Latest News

RACE
€316.50
Ferrari
7D
-0.6%
1Y
-33.7%
MONC
€57.62
Moncler
7D
14.6%
1Y
-10.7%
BC
€87.00
Brunello Cucinelli
7D
2.4%
1Y
-29.3%

BC: Overweight Rating And Premium P/E Will Support Luxury Margin Resilience

Analysts have trimmed their fair value estimate for Brunello Cucinelli from about €107.72 to roughly €106.75. This reflects slightly more cautious assumptions on revenue growth, profit margins and the P/E they are comfortable with, even as coverage has been resumed with an Overweight rating in recent Street research.
SFL
€2.02
Safilo Group
7D
2.2%
1Y
108.5%

SFL: Elevated P/E Assumptions Will Likely Exceed Underlying Earnings Potential

Analysts have raised their price target on Safilo Group from €1.00 to €1.70, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E that, in their view, better reflect the company's current risk and return profile. What's in the News Board meeting scheduled for January 28, 2026, to approve preliminary key performance indicators for full year 2025 (company board calendar).
STLAM
€6.59
Stellantis
7D
0.3%
1Y
-51.1%

STLAM: Transition To 2027 Earnings Is Expected To Improve Risk Reward

The updated analyst price target for Stellantis has been reduced by roughly €1.30 per share. This reflects a lower fair value estimate that incorporates slightly softer revenue growth and profit margin assumptions, a modestly higher discount rate, and a higher future P/E multiple, as analysts factor in a transition period before any potential earnings recovery.
TISG
€2.18
Italian Sea Group
7D
-48.3%
1Y
-72.3%
BAN
€6.56
BasicNet
7D
-6.2%
1Y
-20.2%
PIA
€1.80
Piaggio & C
7D
2.7%
1Y
-18.6%

PIA: Future Board Calendar Will Support Higher Earnings Multiple Potential

Analysts have slightly reduced their price target for Piaggio & C. to €3.88 from €3.89, reflecting updated assumptions that combine a lower discount rate with revised views on revenue growth, profit margins, and future P/E levels.
NOVA
€9.60
Novamarine
7D
-4.0%
1Y
159.5%
LTMC
€20.54
Lottomatica Group
7D
1.0%
1Y
24.3%

LTMC: Board Schedule And Steady Assumptions Will Support Future Upside Potential

Analysts have slightly adjusted their price target for Lottomatica Group, citing refined assumptions around the discount rate, revenue growth at 5.63% and profit margin at 16.44%, along with a future P/E of 23.34x. Together, these inputs feed into a fair value indication of €28.50 per share.
PIRC
€6.40
Pirelli & C
7D
2.1%
1Y
11.8%

PIRC: High Value Mix And Cash Returns Will Support Future Upside

Analysts slightly raised their blended price target for Pirelli & C. by about €0.01.
BRE
€10.38
Brembo
7D
-2.4%
1Y
7.7%

Calculating The Intrinsic Value Of Brembo N.V. (BIT:BRE)

Feb 02
Calculating The Intrinsic Value Of Brembo N.V. (BIT:BRE)
SL
€34.15
Sanlorenzo
7D
-1.0%
1Y
3.0%
SFER
€7.05
Salvatore Ferragamo
7D
5.1%
1Y
-6.9%

Estimating The Intrinsic Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)

Jan 13
Estimating The Intrinsic Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)
DLG
€38.56
De'Longhi
7D
-0.9%
1Y
13.3%
EM
€0.91
Emak
7D
-2.2%
1Y
-1.9%