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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedMar 29, 2026
DataAggregated Company Financials
Companies70
- 7D1.8%
- 3M-16.1%
- 1Y-23.8%
- YTD-16.3%
Over the last 7 days, the Consumer Discretionary industry has risen 1.8%, driven by gains from Stellantis of 6.3%. In contrast, the industry has lost 24% in the last 12 months. Looking forward, earnings are forecast to grow by 22% 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 |
|---|---|---|---|---|---|---|
| Mon, 30 Mar 2026 | €116.7b | €201.3b | -€18,334,665,269.00 | 15.6x | -6.4x | 0.6x |
| Wed, 25 Feb 2026 | €132.0b | €194.2b | €1.5b | 17.9x | 85.4x | 0.7x |
| Fri, 23 Jan 2026 | €128.6b | €192.6b | €1.5b | 18.3x | 88.5x | 0.7x |
| Sun, 21 Dec 2025 | €140.6b | €192.7b | €1.5b | 17.3x | 96.7x | 0.7x |
| Tue, 18 Nov 2025 | €140.6b | €192.7b | €1.5b | 16.6x | 94.8x | 0.7x |
| Thu, 16 Oct 2025 | €134.8b | €192.6b | €1.4b | 17.4x | 93.7x | 0.7x |
| Sat, 13 Sep 2025 | €146.6b | €193.2b | €1.5b | 19.6x | 101x | 0.8x |
| Mon, 11 Aug 2025 | €140.8b | €193.1b | €1.4b | 17.7x | 97.3x | 0.7x |
| Wed, 09 Jul 2025 | €150.4b | €203.8b | €9.3b | 15.6x | 16.1x | 0.7x |
| Fri, 06 Jun 2025 | €150.7b | €203.7b | €9.3b | 15.9x | 16.2x | 0.7x |
| Sun, 04 May 2025 | €146.7b | €203.2b | €9.2b | 14x | 15.9x | 0.7x |
| Tue, 01 Apr 2025 | €149.6b | €203.1b | €9.3b | 14.2x | 16.1x | 0.7x |
| Thu, 27 Feb 2025 | €91.4b | €216.8b | €15.6b | 14.5x | 5.8x | 0.4x |
| Sat, 25 Jan 2025 | €88.0b | €216.8b | €15.6b | 13.5x | 5.6x | 0.4x |
| Mon, 23 Dec 2024 | €83.1b | €216.8b | €15.6b | 13.3x | 5.3x | 0.4x |
| Wed, 20 Nov 2024 | €80.0b | €219.4b | €15.6b | 13.5x | 5.1x | 0.4x |
| Fri, 18 Oct 2024 | €81.9b | €219.3b | €15.6b | 13.8x | 5.2x | 0.4x |
| Sun, 15 Sep 2024 | €85.9b | €219.2b | €15.6b | 14.3x | 5.5x | 0.4x |
| Tue, 13 Aug 2024 | €99.2b | €218.6b | €15.6b | 14.1x | 6.4x | 0.5x |
| Thu, 11 Jul 2024 | €120.4b | €232.0b | €20.9b | 13.5x | 5.8x | 0.5x |
| Sat, 08 Jun 2024 | €131.6b | €233.2b | €21.0b | 13.8x | 6.3x | 0.6x |
| Mon, 06 May 2024 | €133.0b | €233.6b | €21.0b | 13.5x | 6.3x | 0.6x |
| Wed, 03 Apr 2024 | €156.2b | €236.6b | €21.2b | 13.3x | 7.4x | 0.7x |
| Fri, 01 Mar 2024 | €151.6b | €236.1b | €21.1b | 13.7x | 7.2x | 0.6x |
| Sun, 28 Jan 2024 | €115.2b | €241.2b | €22.2b | 13.1x | 5.2x | 0.5x |
| Tue, 26 Dec 2023 | €119.2b | €241.2b | €22.2b | 13x | 5.4x | 0.5x |
| Thu, 23 Nov 2023 | €107.9b | €241.1b | €22.2b | 12.9x | 4.9x | 0.4x |
| Sat, 21 Oct 2023 | €103.4b | €241.5b | €22.1b | 12.7x | 4.7x | 0.4x |
| Mon, 18 Sep 2023 | €109.8b | €241.3b | €22.1b | 15.3x | 5x | 0.5x |
| Wed, 16 Aug 2023 | €108.9b | €241.4b | €22.1b | 16.1x | 4.9x | 0.5x |
| Fri, 14 Jul 2023 | €109.6b | €228.1b | €19.1b | 16x | 5.7x | 0.5x |
| Sun, 11 Jun 2023 | €102.5b | €227.7b | €19.1b | 16.4x | 5.4x | 0.5x |
| Tue, 09 May 2023 | €103.8b | €227.1b | €19.1b | 16.6x | 5.4x | 0.5x |
| Thu, 06 Apr 2023 | €107.3b | €226.6b | €19.2b | 16.5x | 5.6x | 0.5x |
Price to Earnings Ratio
5.6x
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 | 1.35% | |
| Consumer Discretionary | 1.77% | |
| General Merchandise and Department Stores | 13.74% | |
| Auto Components | 6.22% | |
| Specialty Stores | 4.98% | |
| Auto | 2.78% | |
| Hospitality | 1.44% | |
| Leisure | 0.78% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -0.11% | |
| Retail Distributors | -1.06% | |
| Luxury | -2.24% | |
| Consumer Services | -7.91% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 87.0x.
- 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 | |
|---|---|---|---|---|---|
| STLAM Stellantis | €5.88 | 6.3% +€1.0b | -43.9% | PS0.1x | |
| RACE Ferrari | €278.30 | 1.6% +€763.6m | -30.7% | PE30.8x | |
| PIRC Pirelli & C | €5.89 | 6.1% +€364.5m | 7.0% | PE12x | |
| BRE Brembo | €8.07 | 7.9% +€187.7m | -1.2% | PE12.3x | |
| LTMC Lottomatica Group | €24.98 | 1.5% +€85.7m | 35.8% | PE34.1x |