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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis

UpdatedApr 13, 2026
DataAggregated Company Financials
Companies70
  • 7D3.5%
  • 3M-5.5%
  • 1Y-6.7%
  • YTD-7.9%

Ferrari is up 2.1%, leading the way for the Consumer Discretionary industry, which has gained 3.5%. In the past year, the industry is down 4.5%. Looking forward, 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Apr 2026€128.5b€201.1b-€18,325,545,918.0017.5x-7x0.6x
Wed, 11 Mar 2026€124.4b€201.3b-€18,370,334,112.0016.3x-6.8x0.6x
Fri, 06 Feb 2026€126.8b€192.7b€1.5b18.1x87.2x0.7x
Sun, 04 Jan 2026€139.0b€192.6b€1.5b17.4x95.8x0.7x
Tue, 02 Dec 2025€140.7b€192.7b€1.5b17x96.8x0.7x
Thu, 30 Oct 2025€139.4b€192.6b€1.4b17.4x96.5x0.7x
Sat, 27 Sep 2025€144.8b€193.1b€1.4b18x100.1x0.7x
Mon, 25 Aug 2025€148.1b€193.1b€1.4b18.4x103x0.8x
Wed, 23 Jul 2025€149.2b€203.9b€9.3b15.3x16x0.7x
Fri, 20 Jun 2025€142.4b€203.8b€9.3b15x15.3x0.7x
Sun, 18 May 2025€160.3b€203.6b€9.3b15.8x17.2x0.8x
Tue, 15 Apr 2025€137.3b€203.0b€9.3b13.5x14.8x0.7x
Thu, 13 Mar 2025€85.5b€196.9b€7.8b13.8x11x0.4x
Sat, 08 Feb 2025€87.8b€216.8b€15.6b14.3x5.6x0.4x
Mon, 06 Jan 2025€80.5b€216.8b€15.6b13.6x5.2x0.4x
Wed, 04 Dec 2024€79.1b€216.8b€15.6b13.3x5.1x0.4x
Fri, 01 Nov 2024€81.8b€219.3b€15.6b13.7x5.2x0.4x
Sun, 29 Sep 2024€91.2b€219.2b€15.6b14.7x5.8x0.4x
Tue, 27 Aug 2024€92.3b€218.6b€15.6b14.5x5.9x0.4x
Thu, 25 Jul 2024€118.1b€231.9b€20.9b13.9x5.6x0.5x
Sat, 22 Jun 2024€123.4b€232.0b€21.0b13.6x5.9x0.5x
Mon, 20 May 2024€134.6b€233.3b€21.0b13.8x6.4x0.6x
Wed, 17 Apr 2024€152.8b€236.7b€21.2b13.5x7.2x0.6x
Fri, 15 Mar 2024€158.5b€236.2b€21.3b13.3x7.5x0.7x
Sun, 11 Feb 2024€122.6b€236.6b€22.2b13.8x5.5x0.5x
Tue, 09 Jan 2024€116.5b€241.2b€22.2b13.1x5.3x0.5x
Thu, 07 Dec 2023€116.7b€241.1b€22.2b13.2x5.3x0.5x
Sat, 04 Nov 2023€107.4b€241.4b€22.1b12.8x4.9x0.4x
Mon, 02 Oct 2023€107.2b€241.4b€22.1b15.1x4.8x0.4x
Wed, 30 Aug 2023€109.5b€241.0b€22.1b15.8x5x0.5x
Fri, 28 Jul 2023€108.1b€228.2b€19.1b15.8x5.7x0.5x
Sun, 25 Jun 2023€101.1b€228.1b€19.1b15.2x5.3x0.4x
Tue, 23 May 2023€104.6b€227.5b€19.1b16.5x5.5x0.5x
Thu, 20 Apr 2023€110.5b€227.0b€19.1b15.4x5.8x0.5x
Price to Earnings Ratio

5.8x


Total Market Cap: €110.5bTotal Earnings: €19.1bTotal Revenue: €227.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Consumer Discretionary Sector Price to Earnings3Y Average 23.9x202420252026
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 0.56x.
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 4.0% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the Italian Consumer Discretionary sector?

IT Market3.55%
Consumer Discretionary3.47%
Specialty Stores11.03%
Consumer Durables6.78%
Hospitality4.70%
Luxury4.47%
Leisure4.08%
Auto Components2.80%
Auto2.78%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.44%
Consumer Services-2.10%
Retail Distributors-2.13%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 88.0x.
    • Analysts are expecting annual earnings growth of 28.5%, 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 60% over the next 5 years.
  • This is better than its past earnings growth rate of 5.3% per year.
  • In contrast, the Leisure industry is expected to see its earnings grow by 8.1% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
RACE Ferrari€301.652.1%
+€1.1b
-20.7%PE33.3x
STLAM Stellantis€6.894.7%
+€901.1m
-11.8%PS0.1x
BC Brunello Cucinelli€83.849.2%
+€478.7m
-12.4%PE42.2x
DLG De'Longhi€33.947.7%
+€364.8m
27.8%PE16x
MONC Moncler€54.382.3%
+€331.3m
-0.6%PE23.6x

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