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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedMar 01, 2026
DataAggregated Company Financials
Companies71
- 7D2.4%
- 3M-6.0%
- 1Y-22.8%
- YTD-4.4%
In the last week, the Consumer Discretionary industry is up 2.4%, with Ferrari up 3.9%. Meanwhile, Brunello Cucinelli actually underperformed within the industry, shrinking 6.1% in the last week. In contrast, the industry has lost 23% in the last 12 months. Earnings are forecast to grow by 23% 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, 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 |
| Wed, 08 Mar 2023 | €112.0b | €225.7b | €19.3b | 19.3x | 5.8x | 0.5x |
Price to Earnings Ratio
5.8x
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 0.55x.
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 3.7% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary sector?
| IT Market | 1.29% | |
| Consumer Discretionary | 2.41% | |
| Auto | 4.42% | |
| General Merchandise and Department Stores | 1.41% | |
| Leisure | 0.59% | |
| Hospitality | 0.17% | |
| Retail Distributors | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -0.014% | |
| Luxury | -0.17% | |
| Consumer Services | -0.95% | |
| Auto Components | -1.28% | |
| Specialty Stores | -1.32% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 191x.
- Analysts are expecting annual earnings growth of 61.4%, which is higher than its past year's earnings decline of 32.6% 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 roughly in line with its past earnings growth rate.
- In contrast, the Auto Components industry is expected to see its earnings grow by 8.0% 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 | €321.40 | 3.9% +€2.1b | -28.6% | PE35.6x | |
| STLAM Stellantis | €6.94 | 5.9% +€1.2b | -43.8% | PS0.1x | |
| MONC Moncler | €58.44 | 2.5% +€391.1m | -11.6% | PE25.3x | |
| TGYM Technogym | €18.60 | 2.1% +€77.7m | 61.6% | PE38.3x | |
| PIRC Pirelli & C | €6.37 | 1.1% +€73.8m | 5.6% | PE13x |
