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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedMar 31, 2026
DataAggregated Company Financials
Companies70
- 7D1.8%
- 3M-14.1%
- 1Y-20.5%
- YTD-14.3%
The Consumer Discretionary industry is up 1.8% in the last week, with Ferrari up 2.4%. However, the industry is down 24% 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 |
|---|---|---|---|---|---|---|
| Tue, 31 Mar 2026 | €119.6b | €201.1b | -€18,304,701,269.00 | 15.6x | -6.5x | 0.6x |
| Thu, 26 Feb 2026 | €132.2b | €194.2b | €1.5b | 17.8x | 85.5x | 0.7x |
| Sat, 24 Jan 2026 | €127.4b | €192.6b | €1.5b | 18x | 87.7x | 0.7x |
| Mon, 22 Dec 2025 | €140.6b | €192.7b | €1.5b | 17.3x | 96.7x | 0.7x |
| Wed, 19 Nov 2025 | €136.7b | €192.7b | €1.5b | 16.9x | 92.4x | 0.7x |
| Fri, 17 Oct 2025 | €137.2b | €192.6b | €1.4b | 17.4x | 95.3x | 0.7x |
| Sun, 14 Sep 2025 | €146.6b | €193.1b | €1.4b | 19.6x | 101.5x | 0.8x |
| Tue, 12 Aug 2025 | €140.2b | €193.1b | €1.4b | 18x | 98.1x | 0.7x |
| Thu, 10 Jul 2025 | €150.7b | €203.8b | €9.3b | 15.6x | 16.2x | 0.7x |
| Sat, 07 Jun 2025 | €151.6b | €203.7b | €9.3b | 15.9x | 16.3x | 0.7x |
| Mon, 05 May 2025 | €146.7b | €203.2b | €9.2b | 14x | 15.9x | 0.7x |
| Wed, 02 Apr 2025 | €151.6b | €203.1b | €9.3b | 14.4x | 16.3x | 0.7x |
| Fri, 28 Feb 2025 | €89.8b | €197.3b | €7.9b | 14.3x | 11.3x | 0.5x |
| Sun, 26 Jan 2025 | €88.0b | €216.8b | €15.6b | 13.5x | 5.6x | 0.4x |
| Tue, 24 Dec 2024 | €82.7b | €216.8b | €15.6b | 13.2x | 5.3x | 0.4x |
| Thu, 21 Nov 2024 | €79.3b | €219.4b | €15.6b | 13.5x | 5.1x | 0.4x |
| Sat, 19 Oct 2024 | €83.2b | €219.3b | €15.6b | 13.9x | 5.3x | 0.4x |
| Mon, 16 Sep 2024 | €85.9b | €219.2b | €15.6b | 14.3x | 5.5x | 0.4x |
| Wed, 14 Aug 2024 | €99.0b | €218.6b | €15.6b | 14.1x | 6.3x | 0.5x |
| Fri, 12 Jul 2024 | €121.3b | €232.0b | €20.9b | 13.5x | 5.8x | 0.5x |
| Sun, 09 Jun 2024 | €130.2b | €232.1b | €21.0b | 13.6x | 6.2x | 0.6x |
| Tue, 07 May 2024 | €132.8b | €233.6b | €21.0b | 13.5x | 6.3x | 0.6x |
| Thu, 04 Apr 2024 | €154.7b | €236.6b | €21.2b | 13x | 7.3x | 0.7x |
| Sat, 02 Mar 2024 | €153.5b | €236.2b | €21.1b | 13.7x | 7.3x | 0.6x |
| Mon, 29 Jan 2024 | €115.2b | €241.2b | €22.2b | 13.1x | 5.2x | 0.5x |
| Wed, 27 Dec 2023 | €119.2b | €241.2b | €22.2b | 13x | 5.4x | 0.5x |
| Fri, 24 Nov 2023 | €108.2b | €241.1b | €22.2b | 12.9x | 4.9x | 0.4x |
| Sun, 22 Oct 2023 | €103.4b | €241.5b | €22.1b | 12.7x | 4.7x | 0.4x |
| Tue, 19 Sep 2023 | €108.3b | €241.3b | €22.1b | 15.2x | 4.9x | 0.4x |
| Thu, 17 Aug 2023 | €108.3b | €241.4b | €22.1b | 16.1x | 4.9x | 0.4x |
| Sat, 15 Jul 2023 | €109.2b | €228.1b | €19.1b | 16.1x | 5.7x | 0.5x |
| Mon, 12 Jun 2023 | €102.5b | €227.7b | €19.1b | 16.4x | 5.4x | 0.5x |
| Wed, 10 May 2023 | €103.8b | €227.1b | €19.1b | 16.6x | 5.4x | 0.5x |
| Fri, 07 Apr 2023 | €107.3b | €226.7b | €19.2b | 17.8x | 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 | 1.83% | |
| Consumer Discretionary | 1.83% | |
| General Merchandise and Department Stores | 11.91% | |
| Auto Components | 3.55% | |
| Auto | 3.26% | |
| Retail Distributors | 2.17% | |
| Leisure | 0.61% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.022% | |
| Specialty Stores | -0.67% | |
| Luxury | -1.17% | |
| Consumer Durables | -2.68% | |
| Consumer Services | -5.94% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 87.1x.
- 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 | |
|---|---|---|---|---|---|
| RACE Ferrari | €289.90 | 2.4% +€1.2b | -26.1% | PE32.1x | |
| STLAM Stellantis | €5.99 | 6.1% +€996.7m | -41.6% | PS0.1x | |
| PIRC Pirelli & C | €5.90 | 3.4% +€210.5m | 7.8% | PE12.1x | |
| BRE Brembo | €8.04 | 5.2% +€125.7m | 1.9% | PE12.2x | |
| SFER Salvatore Ferragamo | €6.91 | 7.0% +€74.6m | 11.4% | PS1.2x |