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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedMar 02, 2026
DataAggregated Company Financials
Companies71
- 7D2.5%
- 3M-5.7%
- 1Y-22.6%
- YTD-4.4%
In the last week, the Consumer Discretionary industry is up 2.5%, with Ferrari up 5.8%. In the same time, Brunello Cucinelli was down 5.9%. However, the industry is down 23% over the past year. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 03 Mar 2026 | €133.7b | €201.3b | -€18,396,092,112.00 | 17.7x | -7.3x | 0.7x |
| Thu, 29 Jan 2026 | €124.9b | €192.6b | €1.5b | 18.3x | 86x | 0.6x |
| Sat, 27 Dec 2025 | €138.3b | €192.7b | €1.5b | 17.2x | 95.1x | 0.7x |
| Mon, 24 Nov 2025 | €136.9b | €192.7b | €1.5b | 17.1x | 94.1x | 0.7x |
| Wed, 22 Oct 2025 | €138.1b | €192.6b | €1.4b | 17x | 96x | 0.7x |
| Fri, 19 Sep 2025 | €149.2b | €193.2b | €1.5b | 19.3x | 102.3x | 0.8x |
| Sun, 17 Aug 2025 | €144.6b | €193.1b | €1.4b | 18.1x | 100.5x | 0.7x |
| Tue, 15 Jul 2025 | €149.5b | €203.8b | €9.3b | 15.4x | 16x | 0.7x |
| Thu, 12 Jun 2025 | €152.6b | €203.8b | €9.3b | 15.9x | 16.4x | 0.7x |
| Sat, 10 May 2025 | €152.5b | €203.5b | €9.3b | 15x | 16.4x | 0.7x |
| Mon, 07 Apr 2025 | €140.7b | €203.0b | €9.3b | 13.2x | 15.2x | 0.7x |
| Wed, 05 Mar 2025 | €86.5b | €196.7b | €7.8b | 14.7x | 11.1x | 0.4x |
| Fri, 31 Jan 2025 | €88.5b | €216.8b | €15.6b | 14.5x | 5.7x | 0.4x |
| Sun, 29 Dec 2024 | €84.2b | €216.8b | €15.6b | 13.2x | 5.4x | 0.4x |
| Tue, 26 Nov 2024 | €81.8b | €219.4b | €15.6b | 13.5x | 5.2x | 0.4x |
| Thu, 24 Oct 2024 | €82.8b | €219.3b | €15.6b | 13.7x | 5.3x | 0.4x |
| Sat, 21 Sep 2024 | €83.9b | €219.2b | €15.6b | 14.4x | 5.4x | 0.4x |
| Mon, 19 Aug 2024 | €89.0b | €218.6b | €15.6b | 14.3x | 5.7x | 0.4x |
| Wed, 17 Jul 2024 | €120.6b | €231.9b | €20.9b | 13.9x | 5.8x | 0.5x |
| Fri, 14 Jun 2024 | €129.6b | €232.1b | €21.0b | 13.4x | 6.2x | 0.6x |
| Sun, 12 May 2024 | €132.9b | €233.6b | €21.0b | 13.6x | 6.3x | 0.6x |
| Tue, 09 Apr 2024 | €153.7b | €236.7b | €21.2b | 13.2x | 7.2x | 0.6x |
| Thu, 07 Mar 2024 | €155.2b | €236.5b | €21.1b | 13.7x | 7.3x | 0.7x |
| Sat, 03 Feb 2024 | €120.6b | €241.2b | €22.2b | 13.4x | 5.4x | 0.5x |
| Mon, 01 Jan 2024 | €119.0b | €241.2b | €22.2b | 13.1x | 5.4x | 0.5x |
| Wed, 29 Nov 2023 | €107.9b | €241.1b | €22.2b | 13x | 4.9x | 0.4x |
| Fri, 27 Oct 2023 | €102.3b | €241.5b | €22.1b | 12.4x | 4.6x | 0.4x |
| Sun, 24 Sep 2023 | €109.0b | €241.3b | €22.1b | 15.2x | 4.9x | 0.5x |
| Tue, 22 Aug 2023 | €106.2b | €241.0b | €22.1b | 15.9x | 4.8x | 0.4x |
| Thu, 20 Jul 2023 | €107.0b | €228.1b | €19.1b | 15.9x | 5.6x | 0.5x |
| Sat, 17 Jun 2023 | €106.6b | €228.1b | €19.1b | 16x | 5.6x | 0.5x |
| Mon, 15 May 2023 | €104.0b | €227.3b | €19.1b | 15.6x | 5.4x | 0.5x |
| Wed, 12 Apr 2023 | €108.8b | €226.7b | €19.2b | 16.9x | 5.7x | 0.5x |
| Fri, 10 Mar 2023 | €110.2b | €225.7b | €19.3b | 19.5x | 5.7x | 0.5x |
Price to Earnings Ratio
5.7x
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 0.55x.
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 3.7% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary sector?
| IT Market | 1.43% | |
| Consumer Discretionary | 2.54% | |
| Auto | 4.75% | |
| Hospitality | 2.20% | |
| Consumer Durables | 1.68% | |
| General Merchandise and Department Stores | 1.41% | |
| Leisure | 0.27% | |
| Retail Distributors | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -0.35% | |
| Specialty Stores | -1.20% | |
| Auto Components | -1.23% | |
| Luxury | -1.24% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 194x.
- Analysts are expecting annual earnings growth of 61.4%, which is higher than its past year's earnings decline of 32.6% 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 roughly in line with its past earnings growth rate.
- In contrast, the Auto Components industry is expected to see its earnings grow by 7.5% 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 | €308.30 | 1.4% +€778.7m | -31.6% | PE34.2x | |
| LTMC Lottomatica Group | €20.46 | 1.9% +€95.6m | 22.9% | PE35.3x | |
| ECNL Aquafil | €1.42 | 5.2% +€6.0m | 2.0% | PS0.2x | |
| NOVA Novamarine | €9.90 | 2.6% +€3.1m | 170.5% | PE41.6x | |
| DEX Dexelance | €3.07 | 2.7% +€2.1m | -64.1% | PE19.1x |
