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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedOct 24, 2025
DataAggregated Company Financials
Companies71
- 7D2.2%
- 3M-8.5%
- 1Y-14.1%
- YTD-10.9%
Over the last 7 days, the Consumer Discretionary industry has risen 2.2%, driven by gains from Stellantis of 4.4%. In the past year, the industry is down 14%. As for the next few years, earnings are expected to grow by 20% per annum.
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, 24 Oct 2025 | €140.2b | €192.6b | €1.4b | 17.6x | 97.4x | 0.7x |
| Sun, 21 Sep 2025 | €148.9b | €193.2b | €1.5b | 19.4x | 102.5x | 0.8x |
| Tue, 19 Aug 2025 | €144.6b | €193.1b | €1.4b | 18.1x | 100.5x | 0.7x |
| Thu, 17 Jul 2025 | €150.0b | €203.8b | €9.3b | 15.3x | 16.1x | 0.7x |
| Sat, 14 Jun 2025 | €145.1b | €203.8b | €9.3b | 15.1x | 15.6x | 0.7x |
| Mon, 12 May 2025 | €152.5b | €203.5b | €9.3b | 15x | 16.4x | 0.7x |
| Wed, 09 Apr 2025 | €136.1b | €203.0b | €9.3b | 12.9x | 14.7x | 0.7x |
| Fri, 07 Mar 2025 | €88.3b | €196.7b | €7.8b | 13.9x | 11.3x | 0.4x |
| Sun, 02 Feb 2025 | €89.7b | €216.8b | €15.6b | 14.4x | 5.7x | 0.4x |
| Tue, 31 Dec 2024 | €84.1b | €216.8b | €15.6b | 13.5x | 5.4x | 0.4x |
| Thu, 28 Nov 2024 | €79.3b | €216.8b | €15.6b | 13x | 5.1x | 0.4x |
| Sat, 26 Oct 2024 | €83.9b | €219.3b | €15.6b | 13.8x | 5.4x | 0.4x |
| Mon, 23 Sep 2024 | €83.9b | €219.2b | €15.6b | 14.4x | 5.4x | 0.4x |
| Wed, 21 Aug 2024 | €90.7b | €218.6b | €15.6b | 14x | 5.8x | 0.4x |
| Fri, 19 Jul 2024 | €122.3b | €231.9b | €20.9b | 13.8x | 5.8x | 0.5x |
| Sun, 16 Jun 2024 | €122.6b | €232.0b | €21.0b | 13.7x | 5.8x | 0.5x |
| Tue, 14 May 2024 | €135.2b | €233.5b | €21.0b | 13.7x | 6.4x | 0.6x |
| Thu, 11 Apr 2024 | €153.9b | €236.7b | €21.2b | 13.3x | 7.2x | 0.7x |
| Sat, 09 Mar 2024 | €155.4b | €236.1b | €21.2b | 13.4x | 7.3x | 0.7x |
| Mon, 05 Feb 2024 | €120.6b | €241.2b | €22.2b | 13.4x | 5.4x | 0.5x |
| Wed, 03 Jan 2024 | €118.9b | €241.2b | €22.2b | 13x | 5.4x | 0.5x |
| Fri, 01 Dec 2023 | €112.0b | €241.1b | €22.2b | 13.1x | 5.1x | 0.5x |
| Sun, 29 Oct 2023 | €100.3b | €241.4b | €22.1b | 12.3x | 4.5x | 0.4x |
| Tue, 26 Sep 2023 | €107.3b | €241.4b | €22.1b | 15.1x | 4.8x | 0.4x |
| Thu, 24 Aug 2023 | €106.8b | €241.0b | €22.1b | 15.9x | 4.8x | 0.4x |
| Sat, 22 Jul 2023 | €106.6b | €228.1b | €19.1b | 15.7x | 5.6x | 0.5x |
| Mon, 19 Jun 2023 | €106.6b | €228.1b | €19.1b | 16x | 5.6x | 0.5x |
| Wed, 17 May 2023 | €102.5b | €227.3b | €19.1b | 17.5x | 5.4x | 0.5x |
| Fri, 14 Apr 2023 | €110.0b | €226.7b | €19.2b | 15.9x | 5.7x | 0.5x |
| Sun, 12 Mar 2023 | €108.9b | €226.1b | €19.1b | 19x | 5.7x | 0.5x |
| Tue, 07 Feb 2023 | €103.2b | €210.4b | €17.8b | 18.4x | 5.8x | 0.5x |
| Thu, 05 Jan 2023 | €95.5b | €210.4b | €17.8b | 17.6x | 5.4x | 0.5x |
| Sat, 03 Dec 2022 | €95.3b | €210.4b | €17.8b | 16.8x | 5.4x | 0.5x |
| Mon, 31 Oct 2022 | €87.8b | €209.1b | €17.8b | 16.1x | 4.9x | 0.4x |
Price to Earnings Ratio
4.9x
Current Industry PE
- Investors are optimistic on the Italian Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 97.4x which is higher than its 3-year average PE of 14.3x.
- The industry is trading close to its 3-year average PS ratio of 0.52x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 57% per year over the last three years,
- Revenues have also declined 2.7% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary sector?
| IT Market | 0.65% | |
| Consumer Discretionary | 2.18% | |
| Retail Distributors | 8.65% | |
| Consumer Durables | 4.66% | |
| Auto Components | 4.12% | |
| Auto | 2.42% | |
| Specialty Stores | 2.11% | |
| Leisure | 1.65% | |
| Luxury | 1.50% | |
| General Merchandise and Department Stores | 1.35% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -0.51% | |
| Hospitality | -3.87% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 85.5x.
- Analysts are expecting annual earnings growth of 32.2%, which is lower than the prior year's growth of 67.2% 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 better than its past earnings growth rate of 25% per year.
- In contrast, the Leisure industry is expected to see its earnings grow by 11% 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 | €353.90 | 3.9% +€2.3b | -21.4% | PE39.4x | |
| STLAM Stellantis | €9.45 | 5.9% +€1.5b | -25.5% | PS0.2x | |
| MONC Moncler | €53.42 | 1.8% +€260.7m | -1.2% | PE23.7x | |
| SFER Salvatore Ferragamo | €7.11 | 16.2% +€164.0m | 7.1% | PS1.2x | |
| BRE Brembo | €9.34 | 4.5% +€127.5m | -6.6% | PE14.6x |
