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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedNov 23, 2025
DataAggregated Company Financials
Companies71
- 7D-4.4%
- 3M-7.3%
- 1Y-11.5%
- YTD-12.9%
Over the last 7 days, the Consumer Discretionary industry has dropped 4.4%, driven by a pullback from Ferrari of 6.3%. The industry has fallen 11% in the last year. As for the next few years, earnings are expected to grow by 20% 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 |
|---|---|---|---|---|---|---|
| Sun, 23 Nov 2025 | €136.9b | €192.7b | €1.5b | 16.6x | 92.6x | 0.7x |
| Tue, 21 Oct 2025 | €138.1b | €192.6b | €1.4b | 17.3x | 96x | 0.7x |
| Thu, 18 Sep 2025 | €145.7b | €193.2b | €1.5b | 19.4x | 99.9x | 0.8x |
| Sat, 16 Aug 2025 | €144.6b | €193.1b | €1.4b | 18.1x | 100.5x | 0.7x |
| Mon, 14 Jul 2025 | €150.9b | €203.8b | €9.3b | 15.4x | 16.2x | 0.7x |
| Wed, 11 Jun 2025 | €153.6b | €203.7b | €9.3b | 15.9x | 16.5x | 0.8x |
| Fri, 09 May 2025 | €151.2b | €203.4b | €9.3b | 14.7x | 16.3x | 0.7x |
| Sun, 06 Apr 2025 | €140.7b | €203.0b | €9.3b | 13.2x | 15.2x | 0.7x |
| Tue, 04 Mar 2025 | €91.6b | €196.7b | €7.8b | 15.2x | 11.7x | 0.5x |
| Thu, 30 Jan 2025 | €88.5b | €216.8b | €15.6b | 14x | 5.7x | 0.4x |
| Sat, 28 Dec 2024 | €84.2b | €216.8b | €15.6b | 13.2x | 5.4x | 0.4x |
| Mon, 25 Nov 2024 | €80.4b | €219.4b | €15.6b | 13.2x | 5.1x | 0.4x |
| Wed, 23 Oct 2024 | €81.8b | €219.3b | €15.6b | 13.7x | 5.2x | 0.4x |
| Fri, 20 Sep 2024 | €86.9b | €219.2b | €15.6b | 14.4x | 5.6x | 0.4x |
| Sun, 18 Aug 2024 | €89.0b | €218.6b | €15.6b | 14.3x | 5.7x | 0.4x |
| Tue, 16 Jul 2024 | €121.2b | €231.9b | €20.9b | 13.9x | 5.8x | 0.5x |
| Thu, 13 Jun 2024 | €128.5b | €232.1b | €21.0b | 13.9x | 6.1x | 0.6x |
| Sat, 11 May 2024 | €132.9b | €233.6b | €21.0b | 13.6x | 6.3x | 0.6x |
| Mon, 08 Apr 2024 | €152.4b | €236.7b | €21.2b | 13x | 7.2x | 0.6x |
| Wed, 06 Mar 2024 | €154.1b | €236.5b | €21.1b | 13.9x | 7.3x | 0.7x |
| Fri, 02 Feb 2024 | €118.9b | €241.2b | €22.2b | 13.3x | 5.4x | 0.5x |
| Sun, 31 Dec 2023 | €119.0b | €241.2b | €22.2b | 13.1x | 5.4x | 0.5x |
| Tue, 28 Nov 2023 | €108.2b | €241.1b | €22.2b | 12.8x | 4.9x | 0.4x |
| Thu, 26 Oct 2023 | €103.4b | €241.5b | €22.1b | 12.5x | 4.7x | 0.4x |
| Sat, 23 Sep 2023 | €109.0b | €241.3b | €22.1b | 15.2x | 4.9x | 0.5x |
| Mon, 21 Aug 2023 | €106.2b | €241.0b | €22.1b | 15.9x | 4.8x | 0.4x |
| Wed, 19 Jul 2023 | €107.4b | €228.1b | €19.1b | 15.8x | 5.6x | 0.5x |
| Fri, 16 Jun 2023 | €105.6b | €228.0b | €19.1b | 16.7x | 5.5x | 0.5x |
| Sun, 14 May 2023 | €104.0b | €227.3b | €19.1b | 15.6x | 5.4x | 0.5x |
| Tue, 11 Apr 2023 | €107.1b | €226.7b | €19.2b | 17x | 5.6x | 0.5x |
| Thu, 09 Mar 2023 | €111.5b | €225.7b | €19.3b | 19x | 5.8x | 0.5x |
| Sat, 04 Feb 2023 | €104.2b | €210.4b | €17.8b | 18.4x | 5.9x | 0.5x |
| Mon, 02 Jan 2023 | €90.7b | €210.4b | €17.8b | 17.4x | 5.1x | 0.4x |
| Wed, 30 Nov 2022 | €94.8b | €210.4b | €17.8b | 17.8x | 5.3x | 0.5x |
Price to Earnings Ratio
5.3x
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 92.6x which is higher than its 3-year average PE of 16.8x.
- The industry is trading close to its 3-year average PS ratio of 0.53x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 56% per year over the last three years,
- Revenues have also declined 2.9% 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 Market | -2.55% | |
| Consumer Discretionary | -4.37% | |
| Consumer Durables | 1.50% | |
| Hospitality | 0.95% | |
| Online Retail and Ecommerce | 0% | 0 |
| Specialty Stores | -0.26% | |
| General Merchandise and Department Stores | -0.47% | |
| Leisure | -1.47% | |
| Luxury | -1.77% | |
| Retail Distributors | -1.80% | |
| Auto Components | -2.29% | |
| Consumer Services | -4.76% | |
| Auto | -6.21% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 85.5x.
- Analysts are expecting annual earnings growth of 34.6%, which is lower than the prior year's growth of 65.3% 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 better than its past earnings growth rate of 25% per year.
- In contrast, the Auto Components industry is expected to see its earnings grow by 9.1% 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 | |
|---|---|---|---|---|---|
| DLG De'Longhi | €34.96 | 2.3% +€116.5m | 25.1% | PE16.1x | |
| LTMC Lottomatica Group | €20.64 | 0.9% +€45.3m | 64.7% | PE35.6x | |
| CIR CIR. - Compagnie Industriali Riunite | €0.71 | 2.9% +€17.5m | 17.2% | PE14.5x | |
| SGF Sogefi | €3.28 | 3.1% +€11.9m | 64.8% | PE13.1x | |
| IGV I Grandi Viaggi | €2.12 | 6.0% +€5.7m | 100.0% | PE61.9x |
