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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedMar 27, 2026
DataAggregated Company Financials
Companies70
- 7D2.1%
- 3M-15.6%
- 1Y-23.3%
- YTD-15.7%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.6%, driven by De'Longhi declining 2.1%. However, the industry is down 23% over the past year. 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 |
|---|---|---|---|---|---|---|
| Fri, 27 Mar 2026 | €117.6b | €201.3b | -€18,321,413,269.00 | 15.8x | -6.4x | 0.6x |
| Sun, 22 Feb 2026 | €130.5b | €194.2b | €1.5b | 17.5x | 84.4x | 0.7x |
| Tue, 20 Jan 2026 | €128.3b | €192.6b | €1.5b | 18.3x | 88.4x | 0.7x |
| Thu, 18 Dec 2025 | €138.4b | €192.7b | €1.5b | 17.2x | 95.2x | 0.7x |
| Sat, 15 Nov 2025 | €143.2b | €192.8b | €1.5b | 16.8x | 97.8x | 0.7x |
| Mon, 13 Oct 2025 | €136.0b | €192.6b | €1.4b | 17.8x | 94.5x | 0.7x |
| Wed, 10 Sep 2025 | €144.9b | €193.1b | €1.5b | 19.4x | 99.4x | 0.8x |
| Fri, 08 Aug 2025 | €140.7b | €193.1b | €1.4b | 16.9x | 97.3x | 0.7x |
| Sun, 06 Jul 2025 | €147.7b | €203.8b | €9.3b | 15.6x | 15.8x | 0.7x |
| Tue, 03 Jun 2025 | €150.0b | €203.5b | €9.3b | 15.8x | 16.1x | 0.7x |
| Thu, 01 May 2025 | €143.6b | €202.9b | €9.3b | 13.4x | 15.5x | 0.7x |
| Sat, 29 Mar 2025 | €152.4b | €203.3b | €9.3b | 14.1x | 16.4x | 0.7x |
| Mon, 24 Feb 2025 | €93.6b | €216.8b | €15.6b | 14.5x | 6x | 0.4x |
| Wed, 22 Jan 2025 | €86.0b | €216.8b | €15.6b | 13.4x | 5.5x | 0.4x |
| Fri, 20 Dec 2024 | €82.6b | €216.8b | €15.6b | 13.3x | 5.3x | 0.4x |
| Sun, 17 Nov 2024 | €81.4b | €219.4b | €15.6b | 13.6x | 5.2x | 0.4x |
| Tue, 15 Oct 2024 | €81.8b | €219.3b | €15.6b | 13.7x | 5.2x | 0.4x |
| Thu, 12 Sep 2024 | €85.0b | €219.2b | €15.6b | 14.3x | 5.4x | 0.4x |
| Sat, 10 Aug 2024 | €99.6b | €218.6b | €15.6b | 14.1x | 6.4x | 0.5x |
| Mon, 08 Jul 2024 | €119.1b | €232.0b | €20.9b | 13.5x | 5.7x | 0.5x |
| Wed, 05 Jun 2024 | €130.3b | €233.4b | €21.0b | 13.9x | 6.2x | 0.6x |
| Fri, 03 May 2024 | €131.4b | €233.6b | €21.0b | 13.4x | 6.2x | 0.6x |
| Sun, 31 Mar 2024 | €160.8b | €236.6b | €21.2b | 12.9x | 7.6x | 0.7x |
| Tue, 27 Feb 2024 | €151.6b | €236.1b | €21.1b | 13.6x | 7.2x | 0.6x |
| Thu, 25 Jan 2024 | €112.9b | €241.2b | €22.2b | 12.9x | 5.1x | 0.5x |
| Sat, 23 Dec 2023 | €119.2b | €241.2b | €22.2b | 13x | 5.4x | 0.5x |
| Mon, 20 Nov 2023 | €107.3b | €241.1b | €22.2b | 13x | 4.8x | 0.4x |
| Wed, 18 Oct 2023 | €106.7b | €241.5b | €22.1b | 12.8x | 4.8x | 0.4x |
| Fri, 15 Sep 2023 | €108.6b | €241.3b | €22.1b | 15.7x | 4.9x | 0.5x |
| Sun, 13 Aug 2023 | €108.5b | €241.4b | €22.1b | 16x | 4.9x | 0.4x |
| Tue, 11 Jul 2023 | €106.2b | €228.1b | €19.1b | 15.8x | 5.5x | 0.5x |
| Thu, 08 Jun 2023 | €101.8b | €227.4b | €19.1b | 16.4x | 5.3x | 0.4x |
| Sat, 06 May 2023 | €103.6b | €227.0b | €19.1b | 16.8x | 5.4x | 0.5x |
| Mon, 03 Apr 2023 | €109.3b | €226.6b | €19.2b | 16.4x | 5.7x | 0.5x |
Price to Earnings Ratio
5.7x
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 | 0.22% | |
| Consumer Discretionary | 2.12% | |
| General Merchandise and Department Stores | 14.97% | |
| Auto Components | 5.56% | |
| Specialty Stores | 3.24% | |
| Auto | 2.78% | |
| Hospitality | 2.38% | |
| Leisure | 1.59% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.36% | |
| Consumer Durables | -1.14% | |
| Consumer Services | -8.38% | |
| Retail Distributors | -9.52% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 254x.
- Analysts are expecting annual earnings growth of 61.8%, 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 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 | €279.70 | 2.0% +€922.6m | -28.6% | PE30.9x | |
| STLAM Stellantis | €5.87 | 5.3% +€863.4m | -46.2% | PS0.1x | |
| PIRC Pirelli & C | €5.84 | 5.3% +€319.0m | 4.8% | PE11.9x | |
| BRE Brembo | €8.08 | 6.9% +€167.0m | -2.7% | PE12.3x | |
| LTMC Lottomatica Group | €25.58 | 2.5% +€147.6m | 39.9% | PE34.9x |