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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedMar 24, 2026
DataAggregated Company Financials
Companies71
- 7D-1.5%
- 3M-15.7%
- 1Y-25.2%
- YTD-15.9%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.5%, driven by a pullback from Ferrari of 1.9%. Meanwhile, Technogym actually outperformed within the industry, gaining 6.1% in the last week. The industry has fallen 25% in the last year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Tue, 24 Mar 2026 | €117.4b | €201.4b | -€18,303,020,627.00 | 15.6x | -6.4x | 0.6x |
| Thu, 19 Feb 2026 | €129.5b | €194.1b | €1.5b | 17.3x | 84.7x | 0.7x |
| Sat, 17 Jan 2026 | €131.1b | €192.6b | €1.5b | 18.3x | 90.4x | 0.7x |
| Mon, 15 Dec 2025 | €138.8b | €192.7b | €1.5b | 17.5x | 95.5x | 0.7x |
| Wed, 12 Nov 2025 | €144.7b | €192.7b | €1.5b | 17.2x | 99.1x | 0.8x |
| Fri, 10 Oct 2025 | €140.8b | €192.6b | €1.4b | 18.1x | 97.9x | 0.7x |
| Sun, 07 Sep 2025 | €146.8b | €193.1b | €1.5b | 19.2x | 100.7x | 0.8x |
| Tue, 05 Aug 2025 | €138.5b | €193.1b | €1.5b | 16.5x | 91.7x | 0.7x |
| Thu, 03 Jul 2025 | €149.4b | €203.8b | €9.3b | 15.2x | 16x | 0.7x |
| Sat, 31 May 2025 | €152.8b | €203.5b | €9.3b | 15.3x | 16.4x | 0.8x |
| Mon, 28 Apr 2025 | €143.8b | €202.9b | €9.3b | 13.1x | 15.5x | 0.7x |
| Wed, 26 Mar 2025 | €155.7b | €203.2b | €9.3b | 13.8x | 16.8x | 0.8x |
| Fri, 21 Feb 2025 | €92.5b | €216.8b | €15.6b | 14.4x | 5.9x | 0.4x |
| Sun, 19 Jan 2025 | €85.6b | €216.8b | €15.6b | 13.3x | 5.5x | 0.4x |
| Tue, 17 Dec 2024 | €84.4b | €216.8b | €15.6b | 13.3x | 5.4x | 0.4x |
| Thu, 14 Nov 2024 | €80.2b | €219.4b | €15.6b | 13.4x | 5.1x | 0.4x |
| Sat, 12 Oct 2024 | €81.8b | €219.3b | €15.6b | 13.7x | 5.2x | 0.4x |
| Mon, 09 Sep 2024 | €86.7b | €219.1b | €15.6b | 14.3x | 5.6x | 0.4x |
| Wed, 07 Aug 2024 | €99.6b | €218.6b | €15.6b | 13.9x | 6.4x | 0.5x |
| Fri, 05 Jul 2024 | €119.6b | €232.0b | €20.9b | 13.5x | 5.7x | 0.5x |
| Sun, 02 Jun 2024 | €131.3b | €233.4b | €21.0b | 13.9x | 6.2x | 0.6x |
| Tue, 30 Apr 2024 | €146.0b | €236.6b | €21.2b | 12.9x | 6.9x | 0.6x |
| Thu, 28 Mar 2024 | €161.7b | €236.6b | €21.2b | 13.2x | 7.6x | 0.7x |
| Sat, 24 Feb 2024 | €131.7b | €236.1b | €21.1b | 13.4x | 6.3x | 0.6x |
| Mon, 22 Jan 2024 | €112.7b | €241.2b | €22.2b | 12.9x | 5.1x | 0.5x |
| Wed, 20 Dec 2023 | €118.8b | €241.2b | €22.2b | 13x | 5.4x | 0.5x |
| Fri, 17 Nov 2023 | €109.1b | €241.2b | €22.2b | 12.7x | 4.9x | 0.5x |
| Sun, 15 Oct 2023 | €107.1b | €241.5b | €22.1b | 12.8x | 4.8x | 0.4x |
| Tue, 12 Sep 2023 | €108.4b | €241.3b | €22.1b | 16.2x | 4.9x | 0.4x |
| Thu, 10 Aug 2023 | €109.7b | €241.4b | €22.1b | 15.8x | 5x | 0.5x |
| Sat, 08 Jul 2023 | €105.4b | €228.1b | €19.1b | 15.8x | 5.5x | 0.5x |
| Mon, 05 Jun 2023 | €102.1b | €227.4b | €19.1b | 16.5x | 5.3x | 0.4x |
| Wed, 03 May 2023 | €103.1b | €227.0b | €19.1b | 16.8x | 5.4x | 0.5x |
| Fri, 31 Mar 2023 | €108.1b | €226.4b | €19.1b | 16.4x | 5.6x | 0.5x |
Price to Earnings Ratio
5.6x
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 | -2.50% | |
| Consumer Discretionary | -1.50% | |
| Specialty Stores | 4.99% | |
| Leisure | 4.87% | |
| Online Retail and Ecommerce | 0% | 0 |
| General Merchandise and Department Stores | 0% | 0 |
| Luxury | -0.78% | |
| Hospitality | -1.19% | |
| Auto | -1.69% | |
| Auto Components | -2.91% | |
| Consumer Durables | -6.76% | |
| Consumer Services | -7.30% | |
| Retail Distributors | -12.38% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 246x.
- Analysts are expecting annual earnings growth of 62.0%, 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 7.3% 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 | |
|---|---|---|---|---|---|
| TGYM Technogym | €17.44 | 6.1% +€199.2m | 57.1% | PE30.2x | |
| BC Brunello Cucinelli | €73.82 | 2.5% +€121.0m | -30.9% | PE37.1x | |
| YACHT Ferretti | €3.81 | 4.2% +€51.4m | 43.8% | PE14.7x | |
| SL Sanlorenzo | €29.90 | 2.2% +€23.0m | 4.2% | PE9.8x | |
| BAN BasicNet | €6.19 | 6.0% +€16.2m | -17.5% | PE49.1x |
