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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedApr 06, 2026
DataAggregated Company Financials
Companies70
- 7D6.4%
- 3M-11.3%
- 1Y-12.1%
- YTD-11.0%
Over the last 7 days, the Consumer Discretionary industry has risen 6.4%, driven by gains from Ferrari of 6.2%. Meanwhile, Gentili Mosconi actually underperformed within the industry, shrinking 9.1% in the last week. However, the industry is down 12% over the past year. As for the next few years, earnings are expected to grow by 22% 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 |
|---|---|---|---|---|---|---|
| Mon, 06 Apr 2026 | €124.2b | €201.1b | -€18,303,022,792.00 | 16x | -6.8x | 0.6x |
| Wed, 04 Mar 2026 | €124.5b | €201.3b | -€18,396,092,112.00 | 16.4x | -6.8x | 0.6x |
| Fri, 30 Jan 2026 | €125.5b | €192.6b | €1.5b | 17.7x | 86.4x | 0.7x |
| Sun, 28 Dec 2025 | €138.3b | €192.7b | €1.4b | 17.2x | 95.4x | 0.7x |
| Tue, 25 Nov 2025 | €138.0b | €192.7b | €1.5b | 17.2x | 94.9x | 0.7x |
| Thu, 23 Oct 2025 | €138.7b | €192.6b | €1.4b | 17.5x | 96.4x | 0.7x |
| Sat, 20 Sep 2025 | €148.9b | €193.2b | €1.5b | 19.4x | 102.1x | 0.8x |
| Mon, 18 Aug 2025 | €144.6b | €193.1b | €1.4b | 18.1x | 100.5x | 0.7x |
| Wed, 16 Jul 2025 | €149.8b | €203.8b | €9.3b | 15.3x | 16.1x | 0.7x |
| Fri, 13 Jun 2025 | €149.0b | €203.8b | €9.3b | 15.8x | 16x | 0.7x |
| Sun, 11 May 2025 | €152.5b | €203.5b | €9.3b | 15x | 16.4x | 0.7x |
| Tue, 08 Apr 2025 | €132.4b | €203.0b | €9.3b | 12.9x | 14.3x | 0.7x |
| Thu, 06 Mar 2025 | €88.0b | €196.7b | €7.8b | 14.6x | 11.3x | 0.4x |
| Sat, 01 Feb 2025 | €89.7b | €216.8b | €15.6b | 14.4x | 5.7x | 0.4x |
| Mon, 30 Dec 2024 | €84.2b | €216.8b | €15.6b | 13.2x | 5.4x | 0.4x |
| Wed, 27 Nov 2024 | €79.6b | €216.8b | €15.6b | 13x | 5.1x | 0.4x |
| Fri, 25 Oct 2024 | €83.7b | €219.3b | €15.6b | 13.8x | 5.4x | 0.4x |
| Sun, 22 Sep 2024 | €83.9b | €219.2b | €15.6b | 14.4x | 5.4x | 0.4x |
| Tue, 20 Aug 2024 | €90.8b | €218.6b | €15.6b | 14.3x | 5.8x | 0.4x |
| Thu, 18 Jul 2024 | €121.0b | €231.9b | €20.9b | 13.8x | 5.8x | 0.5x |
| Sat, 15 Jun 2024 | €122.7b | €232.0b | €20.9b | 13.9x | 5.9x | 0.5x |
| Mon, 13 May 2024 | €132.9b | €233.5b | €21.0b | 13.6x | 6.3x | 0.6x |
| Wed, 10 Apr 2024 | €153.7b | €236.7b | €21.2b | 12.8x | 7.2x | 0.6x |
| Fri, 08 Mar 2024 | €155.9b | €236.1b | €21.2b | 13.2x | 7.4x | 0.7x |
| Sun, 04 Feb 2024 | €120.6b | €241.2b | €22.2b | 13.4x | 5.4x | 0.5x |
| Tue, 02 Jan 2024 | €119.0b | €241.2b | €22.2b | 13.1x | 5.4x | 0.5x |
| Thu, 30 Nov 2023 | €111.2b | €241.1b | €22.2b | 13.3x | 5x | 0.5x |
| Sat, 28 Oct 2023 | €100.5b | €241.4b | €22.1b | 12.3x | 4.5x | 0.4x |
| Mon, 25 Sep 2023 | €109.0b | €241.3b | €22.1b | 15.2x | 4.9x | 0.5x |
| Wed, 23 Aug 2023 | €107.2b | €241.0b | €22.1b | 16x | 4.8x | 0.4x |
| Fri, 21 Jul 2023 | €106.9b | €228.1b | €19.1b | 15.9x | 5.6x | 0.5x |
| Sun, 18 Jun 2023 | €106.6b | €228.1b | €19.1b | 16x | 5.6x | 0.5x |
| Tue, 16 May 2023 | €103.4b | €227.3b | €19.1b | 17.6x | 5.4x | 0.5x |
| Thu, 13 Apr 2023 | €108.7b | €226.7b | €19.2b | 16.9x | 5.7x | 0.5x |
Price to Earnings Ratio
5.7x
Current Industry PE
- Investors are optimistic on the Italian Consumer Discretionary industry, and appear confident in long term growth rates.
- 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 3.9% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary sector?
| IT Market | 4.84% | |
| Consumer Discretionary | 6.42% | |
| Auto | 7.61% | |
| Consumer Durables | 7.06% | |
| Leisure | 6.39% | |
| Luxury | 6.01% | |
| Specialty Stores | 3.63% | |
| General Merchandise and Department Stores | 2.49% | |
| Hospitality | 2.00% | |
| Auto Components | 1.75% | |
| Retail Distributors | 1.08% | |
| Consumer Services | 0.62% | |
| Online Retail and Ecommerce | 0% | 0 |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 87.5x.
- Analysts are expecting annual earnings growth of 28.7%, which is lower than the prior year's growth of 42.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 59% over the next 5 years.
- This is better than its past earnings growth rate of 5.3% per year.
- In contrast, the Auto Components industry is expected to see its earnings grow by 7.9% 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 | |
|---|---|---|---|---|---|
| RACE Ferrari | €295.50 | 6.2% +€3.0b | -23.7% | PE32.7x | |
| STLAM Stellantis | €6.58 | 11.9% +€2.0b | -25.0% | PS0.1x | |
| MONC Moncler | €53.16 | 6.0% +€820.2m | 0.7% | PE23x | |
| DLG De'Longhi | €31.50 | 8.3% +€366.3m | 17.8% | PE14.9x | |
| BC Brunello Cucinelli | €76.80 | 7.0% +€344.9m | -20.0% | PE38.7x |
