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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedMar 14, 2026
DataAggregated Company Financials
Companies71
- 7D-4.0%
- 3M-14.3%
- 1Y-25.0%
- YTD-14.1%
Over the last 7 days, the Consumer Discretionary industry has dropped 4.0%, driven by a pullback from Ferrari of 4.1%. In contrast, Salvatore Ferragamo has gained 13%. However, the industry is down 25% over the past year. Earnings are forecast to grow by 21% annually.
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 |
|---|---|---|---|---|---|---|
| Sun, 15 Mar 2026 | €120.2b | €201.2b | -€18,283,335,112.00 | 16.4x | -6.6x | 0.6x |
| Tue, 10 Feb 2026 | €122.1b | €194.0b | €1.5b | 18x | 79.2x | 0.6x |
| Thu, 08 Jan 2026 | €138.0b | €192.6b | €1.5b | 17.5x | 95.1x | 0.7x |
| Sat, 06 Dec 2025 | €145.3b | €192.7b | €1.5b | 17.9x | 100x | 0.8x |
| Mon, 03 Nov 2025 | €138.7b | €192.6b | €1.4b | 17.3x | 96.5x | 0.7x |
| Wed, 01 Oct 2025 | €146.7b | €193.1b | €1.4b | 17.6x | 101.8x | 0.8x |
| Fri, 29 Aug 2025 | €148.3b | €193.1b | €1.4b | 19.3x | 103.1x | 0.8x |
| Sun, 27 Jul 2025 | €153.4b | €203.9b | €9.3b | 15.3x | 16.5x | 0.8x |
| Tue, 24 Jun 2025 | €141.8b | €203.8b | €9.3b | 14.9x | 15.2x | 0.7x |
| Thu, 22 May 2025 | €159.0b | €203.5b | €9.3b | 15.8x | 17.1x | 0.8x |
| Sat, 19 Apr 2025 | €139.6b | €202.9b | €9.3b | 13.8x | 15.1x | 0.7x |
| Mon, 17 Mar 2025 | €159.0b | €203.2b | €9.3b | 14.1x | 17.1x | 0.8x |
| Wed, 12 Feb 2025 | €88.9b | €216.8b | €15.6b | 14.4x | 5.7x | 0.4x |
| Fri, 10 Jan 2025 | €82.8b | €216.8b | €15.6b | 14x | 5.3x | 0.4x |
| Sun, 08 Dec 2024 | €83.8b | €216.8b | €15.6b | 13.5x | 5.4x | 0.4x |
| Tue, 05 Nov 2024 | €81.9b | €219.4b | €15.6b | 13.5x | 5.2x | 0.4x |
| Thu, 03 Oct 2024 | €83.7b | €219.2b | €15.6b | 13.9x | 5.4x | 0.4x |
| Sat, 31 Aug 2024 | €93.1b | €218.7b | €15.6b | 14.4x | 6x | 0.4x |
| Mon, 29 Jul 2024 | €110.9b | €218.7b | €15.7b | 13.9x | 7.1x | 0.5x |
| Wed, 26 Jun 2024 | €124.6b | €232.0b | €20.9b | 13.6x | 6x | 0.5x |
| Fri, 24 May 2024 | €131.5b | €233.3b | €21.0b | 14.1x | 6.3x | 0.6x |
| Sun, 21 Apr 2024 | €149.4b | €236.7b | €21.2b | 13x | 7x | 0.6x |
| Tue, 19 Mar 2024 | €160.3b | €236.2b | €21.2b | 13x | 7.6x | 0.7x |
| Thu, 15 Feb 2024 | €123.7b | €236.5b | €22.2b | 13.6x | 5.6x | 0.5x |
| Sat, 13 Jan 2024 | €116.3b | €241.2b | €22.2b | 13.3x | 5.2x | 0.5x |
| Mon, 11 Dec 2023 | €117.4b | €241.1b | €22.2b | 12.8x | 5.3x | 0.5x |
| Wed, 08 Nov 2023 | €104.9b | €241.4b | €22.2b | 12.6x | 4.7x | 0.4x |
| Fri, 06 Oct 2023 | €104.9b | €241.4b | €22.1b | 13.1x | 4.7x | 0.4x |
| Sun, 03 Sep 2023 | €108.6b | €241.1b | €22.1b | 16x | 4.9x | 0.5x |
| Tue, 01 Aug 2023 | €114.4b | €238.9b | €22.1b | 15.6x | 5.2x | 0.5x |
| Thu, 29 Jun 2023 | €101.5b | €228.1b | €19.1b | 14.9x | 5.3x | 0.4x |
| Sat, 27 May 2023 | €101.7b | €227.4b | €19.1b | 16.4x | 5.3x | 0.4x |
| Mon, 24 Apr 2023 | €107.6b | €227.0b | €19.1b | 16.8x | 5.6x | 0.5x |
| Wed, 22 Mar 2023 | €106.0b | €226.4b | €19.1b | 16.1x | 5.5x | 0.5x |
Price to Earnings Ratio
5.5x
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 3.9% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary sector?
| IT Market | -0.085% | |
| Consumer Discretionary | -4.04% | |
| Retail Distributors | 5.00% | |
| Consumer Services | 4.07% | |
| General Merchandise and Department Stores | 1.67% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.47% | |
| Leisure | -1.32% | |
| Auto Components | -2.42% | |
| Consumer Durables | -3.05% | |
| Luxury | -3.96% | |
| Auto | -4.92% | |
| Specialty Stores | -6.86% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 223x.
- 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 | |
|---|---|---|---|---|---|
| SFER Salvatore Ferragamo | €6.83 | 12.5% +€125.9m | -0.7% | PS1.2x | |
| PWS Powersoft | €16.45 | 5.8% +€11.6m | -1.5% | PE18.7x | |
| PQ Piquadro | €2.56 | 4.5% +€5.2m | 28.3% | PE10.3x | |
| IGV I Grandi Viaggi | €2.35 | 4.4% +€4.8m | 86.5% | PE33.3x | |
| EM Emak | €0.88 | 3.2% +€4.4m | 0% | PE10.8x |
