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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedApr 03, 2026
DataAggregated Company Financials
Companies70
- 7D5.6%
- 3M-11.0%
- 1Y-14.8%
- YTD-11.0%
In the last week, the Consumer Discretionary industry is up 5.2%, with Ferrari up 5.6%. However, the industry is down 19% 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 |
|---|---|---|---|---|---|---|
| Fri, 03 Apr 2026 | €124.3b | €201.1b | -€18,302,626,206.00 | 16x | -6.8x | 0.6x |
| Sun, 01 Mar 2026 | €133.7b | €201.3b | -€18,396,092,112.00 | 17.7x | -7.3x | 0.7x |
| Tue, 27 Jan 2026 | €126.9b | €192.6b | €1.5b | 18x | 87.4x | 0.7x |
| Thu, 25 Dec 2025 | €138.3b | €192.7b | €1.5b | 17.2x | 95.1x | 0.7x |
| Sat, 22 Nov 2025 | €136.9b | €192.7b | €1.5b | 16.6x | 92.6x | 0.7x |
| Mon, 20 Oct 2025 | €137.3b | €192.6b | €1.4b | 17.2x | 95.4x | 0.7x |
| Wed, 17 Sep 2025 | €147.2b | €193.1b | €1.4b | 19.5x | 101.8x | 0.8x |
| Fri, 15 Aug 2025 | €144.6b | €193.1b | €1.4b | 18.1x | 100.5x | 0.7x |
| Sun, 13 Jul 2025 | €150.9b | €203.8b | €9.3b | 15.7x | 16.2x | 0.7x |
| Tue, 10 Jun 2025 | €150.7b | €203.7b | €9.3b | 16x | 16.2x | 0.7x |
| Thu, 08 May 2025 | €147.8b | €203.4b | €9.3b | 14.2x | 15.9x | 0.7x |
| Sat, 05 Apr 2025 | €140.7b | €203.0b | €9.3b | 13.2x | 15.2x | 0.7x |
| Mon, 03 Mar 2025 | €91.8b | €196.7b | €7.9b | 15.2x | 11.7x | 0.5x |
| Wed, 29 Jan 2025 | €88.6b | €216.8b | €15.6b | 13.9x | 5.7x | 0.4x |
| Fri, 27 Dec 2024 | €82.7b | €216.8b | €15.6b | 13.2x | 5.3x | 0.4x |
| Sun, 24 Nov 2024 | €80.4b | €219.4b | €15.6b | 13.2x | 5.1x | 0.4x |
| Tue, 22 Oct 2024 | €81.8b | €219.3b | €15.6b | 13.8x | 5.2x | 0.4x |
| Thu, 19 Sep 2024 | €85.2b | €219.2b | €15.6b | 14.6x | 5.5x | 0.4x |
| Sat, 17 Aug 2024 | €101.6b | €218.6b | €15.6b | 14.3x | 6.5x | 0.5x |
| Mon, 15 Jul 2024 | €122.0b | €231.9b | €20.9b | 13.9x | 5.8x | 0.5x |
| Wed, 12 Jun 2024 | €128.5b | €232.1b | €21.0b | 14x | 6.1x | 0.6x |
| Fri, 10 May 2024 | €132.7b | €233.6b | €21.0b | 13.5x | 6.3x | 0.6x |
| Sun, 07 Apr 2024 | €152.4b | €236.7b | €21.2b | 13x | 7.2x | 0.6x |
| Tue, 05 Mar 2024 | €154.1b | €236.2b | €21.1b | 13.5x | 7.3x | 0.7x |
| Thu, 01 Feb 2024 | €118.2b | €241.2b | €22.2b | 13.3x | 5.3x | 0.5x |
| Sat, 30 Dec 2023 | €119.0b | €241.2b | €22.2b | 13.1x | 5.4x | 0.5x |
| Mon, 27 Nov 2023 | €108.6b | €241.1b | €22.2b | 12.8x | 4.9x | 0.5x |
| Wed, 25 Oct 2023 | €104.3b | €241.5b | €22.1b | 12.6x | 4.7x | 0.4x |
| Fri, 22 Sep 2023 | €108.6b | €241.3b | €22.1b | 15.1x | 4.9x | 0.4x |
| Sun, 20 Aug 2023 | €106.2b | €241.0b | €22.1b | 15.9x | 4.8x | 0.4x |
| Tue, 18 Jul 2023 | €107.6b | €228.1b | €19.1b | 15.8x | 5.6x | 0.5x |
| Thu, 15 Jun 2023 | €106.2b | €228.0b | €19.1b | 16.3x | 5.6x | 0.5x |
| Sat, 13 May 2023 | €104.0b | €227.4b | €19.1b | 16.5x | 5.4x | 0.5x |
| Mon, 10 Apr 2023 | €107.1b | €226.7b | €19.2b | 17x | 5.6x | 0.5x |
Price to Earnings Ratio
5.6x
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 | 4.30% | |
| Consumer Discretionary | 5.64% | |
| Auto | 7.26% | |
| Leisure | 6.08% | |
| Consumer Durables | 6.01% | |
| Specialty Stores | 5.20% | |
| Luxury | 3.84% | |
| General Merchandise and Department Stores | 3.71% | |
| Auto Components | 2.04% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.36% | |
| Retail Distributors | -1.05% | |
| Consumer Services | -2.13% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 87.3x.
- 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 62% 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 | 5.6% +€2.8b | -24.7% | PE32.7x | |
| STLAM Stellantis | €6.58 | 12.1% +€2.1b | -29.8% | PS0.1x | |
| MONC Moncler | €53.16 | 3.3% +€461.7m | -3.5% | PE23x | |
| DLG De'Longhi | €31.50 | 7.1% +€310.7m | 11.8% | PE14.9x | |
| BC Brunello Cucinelli | €76.80 | 5.0% +€248.7m | -20.9% | PE38.6x |