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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedMar 21, 2026
DataAggregated Company Financials
Companies71
- 7D-4.2%
- 3M-18.9%
- 1Y-26.7%
- YTD-17.7%
Over the last 7 days, the Consumer Discretionary industry has dropped 4.2%, driven by a pullback from Ferrari of 5.3%. The industry has fallen 27% in the last year. Earnings are forecast to grow by 21% 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 |
|---|---|---|---|---|---|---|
| Sat, 21 Mar 2026 | €115.1b | €201.4b | -€18,303,020,627.00 | 15.5x | -6.3x | 0.6x |
| Mon, 16 Feb 2026 | €131.0b | €194.1b | €1.5b | 17.7x | 85.6x | 0.7x |
| Wed, 14 Jan 2026 | €135.1b | €192.6b | €1.5b | 18x | 93.1x | 0.7x |
| Fri, 12 Dec 2025 | €138.9b | €192.7b | €1.5b | 17.4x | 95.6x | 0.7x |
| Sun, 09 Nov 2025 | €139.5b | €192.7b | €1.5b | 17.2x | 95.5x | 0.7x |
| Tue, 07 Oct 2025 | €152.7b | €192.6b | €1.4b | 18.2x | 106.3x | 0.8x |
| Thu, 04 Sep 2025 | €148.4b | €193.1b | €1.5b | 19.1x | 101.7x | 0.8x |
| Sat, 02 Aug 2025 | €138.3b | €193.2b | €1.5b | 15.8x | 95.2x | 0.7x |
| Mon, 30 Jun 2025 | €149.2b | €203.8b | €9.3b | 15.5x | 16x | 0.7x |
| Wed, 28 May 2025 | €154.2b | €203.5b | €9.3b | 16.2x | 16.6x | 0.8x |
| Fri, 25 Apr 2025 | €142.8b | €202.9b | €9.3b | 14.4x | 15.4x | 0.7x |
| Sun, 23 Mar 2025 | €156.0b | €203.2b | €9.3b | 14.4x | 16.8x | 0.8x |
| Tue, 18 Feb 2025 | €93.3b | €216.8b | €15.6b | 13.8x | 6x | 0.4x |
| Thu, 16 Jan 2025 | €82.8b | €216.8b | €15.6b | 13.4x | 5.3x | 0.4x |
| Sat, 14 Dec 2024 | €86.3b | €216.8b | €15.6b | 13.3x | 5.5x | 0.4x |
| Mon, 11 Nov 2024 | €81.6b | €219.3b | €15.6b | 13.3x | 5.2x | 0.4x |
| Wed, 09 Oct 2024 | €81.8b | €219.3b | €15.6b | 13.5x | 5.2x | 0.4x |
| Fri, 06 Sep 2024 | €88.0b | €218.7b | €15.6b | 14.2x | 5.6x | 0.4x |
| Sun, 04 Aug 2024 | €102.6b | €218.6b | €15.6b | 14.1x | 6.6x | 0.5x |
| Tue, 02 Jul 2024 | €120.7b | €232.0b | €20.9b | 13.4x | 5.8x | 0.5x |
| Thu, 30 May 2024 | €131.3b | €233.4b | €21.0b | 13.7x | 6.2x | 0.6x |
| Sat, 27 Apr 2024 | €145.6b | €236.6b | €21.2b | 13.3x | 6.9x | 0.6x |
| Mon, 25 Mar 2024 | €162.4b | €236.6b | €21.2b | 13.6x | 7.7x | 0.7x |
| Wed, 21 Feb 2024 | €126.9b | €236.5b | €22.2b | 13.3x | 5.7x | 0.5x |
| Fri, 19 Jan 2024 | €113.2b | €241.2b | €22.2b | 13.1x | 5.1x | 0.5x |
| Sun, 17 Dec 2023 | €119.6b | €241.2b | €22.2b | 12.9x | 5.4x | 0.5x |
| Tue, 14 Nov 2023 | €106.1b | €241.2b | €22.2b | 12.8x | 4.8x | 0.4x |
| Thu, 12 Oct 2023 | €108.4b | €241.4b | €22.1b | 13x | 4.9x | 0.4x |
| Sat, 09 Sep 2023 | €107.0b | €241.2b | €22.1b | 16.6x | 4.8x | 0.4x |
| Mon, 07 Aug 2023 | €112.8b | €241.0b | €22.1b | 16.6x | 5.1x | 0.5x |
| Wed, 05 Jul 2023 | €106.4b | €228.1b | €19.1b | 15.8x | 5.6x | 0.5x |
| Fri, 02 Jun 2023 | €99.5b | €227.4b | €19.1b | 16.5x | 5.2x | 0.4x |
| Sun, 30 Apr 2023 | €104.3b | €227.0b | €19.1b | 16.7x | 5.5x | 0.5x |
| Tue, 28 Mar 2023 | €105.2b | €226.5b | €19.1b | 16.2x | 5.5x | 0.5x |
Price to Earnings Ratio
5.5x
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 3.8% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary sector?
| IT Market | -3.22% | |
| Consumer Discretionary | -4.18% | |
| Specialty Stores | 1.93% | |
| Online Retail and Ecommerce | 0% | 0 |
| Leisure | -0.26% | |
| Luxury | -0.75% | |
| Hospitality | -0.79% | |
| General Merchandise and Department Stores | -0.79% | |
| Consumer Services | -3.99% | |
| Auto | -4.85% | |
| Auto Components | -6.50% | |
| Retail Distributors | -10.48% | |
| Consumer Durables | -13.48% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 239x.
- Analysts are expecting annual earnings growth of 61.9%, 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 5.1% 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 | |
|---|---|---|---|---|---|
| BC Brunello Cucinelli | €72.34 | 2.8% +€135.9m | -32.7% | PE36.4x | |
| TGYM Technogym | €17.23 | 2.4% +€79.7m | 55.8% | PE29.8x | |
| BAN BasicNet | €5.91 | 2.2% +€6.0m | -22.0% | PE46.9x | |
| DDM Dedem | €7.10 | 9.2% +€5.0m | n/a | PE26.6x | |
| FPE Fope | €39.60 | 2.1% +€4.3m | 28.6% | PE17.3x |
