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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedNov 20, 2025
DataAggregated Company Financials
Companies71
- 7D-5.9%
- 3M-7.8%
- 1Y-10.2%
- YTD-13.4%
Over the last 7 days, the Consumer Discretionary industry has dropped 6.7%, driven by Ferrari declining 6.6%. Overall the industry is down 9.6% in 12 months. 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, 21 Nov 2025 | €136.7b | €192.7b | €1.5b | 16.8x | 92.4x | 0.7x |
| Sun, 19 Oct 2025 | €137.3b | €192.6b | €1.4b | 17.2x | 95.4x | 0.7x |
| Tue, 16 Sep 2025 | €147.8b | €193.1b | €1.4b | 19.4x | 102.3x | 0.8x |
| Thu, 14 Aug 2025 | €142.0b | €193.1b | €1.4b | 18.1x | 99.3x | 0.7x |
| Sat, 12 Jul 2025 | €153.2b | €203.8b | €9.3b | 15.7x | 16.4x | 0.8x |
| Mon, 09 Jun 2025 | €151.6b | €203.7b | €9.3b | 15.9x | 16.3x | 0.7x |
| Wed, 07 May 2025 | €148.0b | €203.4b | €9.3b | 14.2x | 15.9x | 0.7x |
| Fri, 04 Apr 2025 | €145.1b | €203.0b | €9.3b | 13.7x | 15.6x | 0.7x |
| Sun, 02 Mar 2025 | €91.8b | €197.3b | €7.9b | 14.2x | 11.6x | 0.5x |
| Tue, 28 Jan 2025 | €88.0b | €216.8b | €15.6b | 14.1x | 5.6x | 0.4x |
| Thu, 26 Dec 2024 | €82.7b | €216.8b | €15.6b | 13.2x | 5.3x | 0.4x |
| Sat, 23 Nov 2024 | €80.4b | €219.4b | €15.6b | 13.2x | 5.1x | 0.4x |
| Mon, 21 Oct 2024 | €83.2b | €219.3b | €15.6b | 13.9x | 5.3x | 0.4x |
| Wed, 18 Sep 2024 | €85.7b | €219.2b | €15.6b | 14.8x | 5.5x | 0.4x |
| Fri, 16 Aug 2024 | €100.2b | €218.6b | €15.6b | 14.1x | 6.4x | 0.5x |
| Sun, 14 Jul 2024 | €122.0b | €231.9b | €20.9b | 13.9x | 5.8x | 0.5x |
| Tue, 11 Jun 2024 | €130.1b | €232.1b | €21.0b | 13.8x | 6.2x | 0.6x |
| Thu, 09 May 2024 | €131.0b | €233.6b | €21.0b | 13.4x | 6.2x | 0.6x |
| Sat, 06 Apr 2024 | €152.5b | €236.6b | €21.2b | 13x | 7.2x | 0.6x |
| Mon, 04 Mar 2024 | €153.4b | €236.3b | €21.1b | 13.7x | 7.3x | 0.6x |
| Wed, 31 Jan 2024 | €117.5b | €241.2b | €22.2b | 13.1x | 5.3x | 0.5x |
| Fri, 29 Dec 2023 | €119.0b | €241.2b | €22.2b | 13.2x | 5.4x | 0.5x |
| Sun, 26 Nov 2023 | €108.6b | €241.1b | €22.2b | 12.8x | 4.9x | 0.5x |
| Tue, 24 Oct 2023 | €104.3b | €241.5b | €22.1b | 12.6x | 4.7x | 0.4x |
| Thu, 21 Sep 2023 | €110.9b | €241.3b | €22.1b | 15.2x | 5x | 0.5x |
| Sat, 19 Aug 2023 | €106.2b | €241.0b | €22.1b | 15.9x | 4.8x | 0.4x |
| Mon, 17 Jul 2023 | €109.2b | €228.1b | €19.1b | 16.1x | 5.7x | 0.5x |
| Wed, 14 Jun 2023 | €105.7b | €228.0b | €19.1b | 16.3x | 5.5x | 0.5x |
| Fri, 12 May 2023 | €103.6b | €227.2b | €19.1b | 16.8x | 5.4x | 0.5x |
| Sun, 09 Apr 2023 | €107.1b | €226.0b | €19.2b | 17.4x | 5.6x | 0.5x |
| Tue, 07 Mar 2023 | €112.2b | €225.7b | €19.3b | 19.8x | 5.8x | 0.5x |
| Thu, 02 Feb 2023 | €100.5b | €210.4b | €17.8b | 18.2x | 5.7x | 0.5x |
| Sat, 31 Dec 2022 | €91.6b | €210.4b | €17.8b | 17.4x | 5.2x | 0.4x |
| Mon, 28 Nov 2022 | €94.5b | €210.4b | €17.8b | 18.1x | 5.3x | 0.4x |
Price to Earnings Ratio
5.3x
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 92.4x which is higher than its 3-year average PE of 16.6x.
- The industry is trading close to its 3-year average PS ratio of 0.53x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 56% per year over the last three years,
- Revenues have also declined 2.9% 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 | -3.31% | |
| Consumer Discretionary | -5.92% | |
| Consumer Durables | 1.85% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.41% | |
| General Merchandise and Department Stores | -0.47% | |
| Luxury | -2.98% | |
| Leisure | -3.23% | |
| Consumer Services | -3.93% | |
| Auto Components | -4.23% | |
| Retail Distributors | -5.22% | |
| Specialty Stores | -6.37% | |
| Auto | -7.93% | |
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 34.4%, which is lower than the prior year's growth of 65.3% 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 Auto Components industry is expected to see its earnings grow by 9.1% 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 | |
|---|---|---|---|---|---|
| DLG De'Longhi | €35.00 | 2.9% +€149.4m | 27.2% | PE16.1x | |
| IGV I Grandi Viaggi | €2.21 | 8.9% +€8.6m | 103.7% | PE64.5x | |
| CIR CIR. - Compagnie Industriali Riunite | €0.70 | 1.2% +€7.0m | 16.8% | PE14.4x | |
| MARK Markbass | €3.40 | 12.5% +€3.3m | n/a | PE49.4x | |
| PINF Pininfarina | €0.85 | 1.0% +€629.3k | 25.4% | PS0.7x |
