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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedMar 18, 2026
DataAggregated Company Financials
Companies71
- 7D-2.8%
- 3M-13.5%
- 1Y-24.5%
- YTD-13.6%
Over the last 7 days, the Consumer Discretionary industry has dropped 2.7%, driven by Ferrari declining 2.2%. Meanwhile, Salvatore Ferragamo actually outperformed within the industry, gaining 16% in the last week. Overall the industry is down 25% in 12 months. As for the next few years, earnings are expected to grow by 21% per annum.
Sector Valuation and Performance
Has the Italian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 18 Mar 2026 | €120.9b | €201.3b | -€18,299,846,112.00 | 16.5x | -6.6x | 0.6x |
| Fri, 13 Feb 2026 | €132.3b | €194.1b | €1.5b | 17.8x | 86x | 0.7x |
| Sun, 11 Jan 2026 | €140.5b | €192.6b | €1.5b | 17.7x | 96.8x | 0.7x |
| Tue, 09 Dec 2025 | €142.4b | €192.7b | €1.5b | 17.5x | 98x | 0.7x |
| Thu, 06 Nov 2025 | €140.6b | €192.7b | €1.4b | 17.2x | 97.4x | 0.7x |
| Sat, 04 Oct 2025 | €153.7b | €192.6b | €1.4b | 17x | 107x | 0.8x |
| Mon, 01 Sep 2025 | €147.2b | €193.1b | €1.5b | 19.3x | 100.9x | 0.8x |
| Wed, 30 Jul 2025 | €152.1b | €203.9b | €9.3b | 15.3x | 16.4x | 0.7x |
| Fri, 27 Jun 2025 | €144.5b | €203.8b | €9.3b | 15.2x | 15.5x | 0.7x |
| Sun, 25 May 2025 | €151.2b | €203.5b | €9.3b | 16x | 16.2x | 0.7x |
| Tue, 22 Apr 2025 | €139.6b | €202.9b | €9.3b | 13.8x | 15.1x | 0.7x |
| Thu, 20 Mar 2025 | €160.4b | €203.2b | €9.3b | 14.3x | 17.3x | 0.8x |
| Sat, 15 Feb 2025 | €93.6b | €216.8b | €15.6b | 14.2x | 6x | 0.4x |
| Mon, 13 Jan 2025 | €82.2b | €215.0b | €15.6b | 13.7x | 5.3x | 0.4x |
| Wed, 11 Dec 2024 | €85.5b | €216.8b | €15.6b | 13.8x | 5.5x | 0.4x |
| Fri, 08 Nov 2024 | €83.5b | €219.4b | €15.6b | 13.3x | 5.3x | 0.4x |
| Sun, 06 Oct 2024 | €82.2b | €219.3b | €15.6b | 13.5x | 5.3x | 0.4x |
| Tue, 03 Sep 2024 | €92.2b | €218.7b | €15.6b | 14.5x | 5.9x | 0.4x |
| Thu, 01 Aug 2024 | €107.1b | €218.6b | €15.6b | 13.5x | 6.9x | 0.5x |
| Sat, 29 Jun 2024 | €119.7b | €232.0b | €20.9b | 13.3x | 5.7x | 0.5x |
| Mon, 27 May 2024 | €132.6b | €233.3b | €21.0b | 14.2x | 6.3x | 0.6x |
| Wed, 24 Apr 2024 | €146.6b | €236.7b | €21.2b | 13.2x | 6.9x | 0.6x |
| Fri, 22 Mar 2024 | €162.8b | €236.3b | €21.2b | 13.7x | 7.7x | 0.7x |
| Sun, 18 Feb 2024 | €128.3b | €236.5b | €22.2b | 13.5x | 5.8x | 0.5x |
| Tue, 16 Jan 2024 | €115.0b | €241.2b | €22.2b | 13.1x | 5.2x | 0.5x |
| Thu, 14 Dec 2023 | €115.9b | €241.1b | €22.2b | 12.6x | 5.2x | 0.5x |
| Sat, 11 Nov 2023 | €104.8b | €241.4b | €22.2b | 12.9x | 4.7x | 0.4x |
| Mon, 09 Oct 2023 | €105.9b | €241.4b | €22.1b | 13.2x | 4.8x | 0.4x |
| Wed, 06 Sep 2023 | €108.2b | €241.1b | €22.1b | 16.4x | 4.9x | 0.4x |
| Fri, 04 Aug 2023 | €113.0b | €240.6b | €22.1b | 16.4x | 5.1x | 0.5x |
| Sun, 02 Jul 2023 | €106.2b | €228.1b | €19.1b | 15.7x | 5.5x | 0.5x |
| Tue, 30 May 2023 | €101.2b | €227.4b | €19.1b | 17.1x | 5.3x | 0.4x |
| Thu, 27 Apr 2023 | €102.9b | €227.0b | €19.1b | 16.3x | 5.4x | 0.5x |
| Sat, 25 Mar 2023 | €104.2b | €226.5b | €19.1b | 16x | 5.4x | 0.5x |
Price to Earnings Ratio
5.4x
Current Industry PE
- Investors are relatively neutral on the Italian Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PS ratio of 0.56x.
Past Earnings Growth
- Total earnings for the Consumer Discretionary industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 3.8% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary sector?
| IT Market | -0.97% | |
| Consumer Discretionary | -2.80% | |
| Hospitality | 3.95% | |
| General Merchandise and Department Stores | 0.57% | |
| Retail Distributors | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -0.28% | |
| Auto Components | -1.21% | |
| Auto | -2.74% | |
| Luxury | -3.23% | |
| Specialty Stores | -3.32% | |
| Leisure | -4.30% | |
| Consumer Durables | -9.64% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 230x.
- Analysts are expecting annual earnings growth of 61.6%, which is higher than its past year's earnings decline of 32.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 62% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Auto Components industry is expected to see its earnings grow by 6.1% 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 | |
|---|---|---|---|---|---|
| LTMC Lottomatica Group | €25.30 | 3.9% +€241.6m | 40.9% | PE36.5x | |
| SFER Salvatore Ferragamo | €6.81 | 11.5% +€116.0m | -5.2% | PS1.2x | |
| PWS Powersoft | €17.00 | 11.8% +€23.1m | -2.9% | PE19.3x | |
| FPE Fope | €39.40 | 6.5% +€13.0m | 27.1% | PE17.2x | |
| IGV I Grandi Viaggi | €2.32 | 5.9% +€6.2m | 76.4% | PE32.9x |
