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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedApr 08, 2026
DataAggregated Company Financials
Companies70
- 7D0.8%
- 3M-12.7%
- 1Y-11.5%
- YTD-13.3%
Last week, the Consumer Discretionary industry hasn't moved much but Stellantis is up 4.4% in that time. Unfortunately though, the industry is down 11% over the past 12 months. Earnings are forecast to grow by 22% 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 |
|---|---|---|---|---|---|---|
| Wed, 08 Apr 2026 | €121.0b | €201.1b | -€18,303,164,741.00 | 16x | -6.6x | 0.6x |
| Fri, 06 Mar 2026 | €126.7b | €201.3b | -€18,396,092,112.00 | 16.3x | -6.9x | 0.6x |
| Sun, 01 Feb 2026 | €126.1b | €192.6b | €1.5b | 18.3x | 86.8x | 0.7x |
| Tue, 30 Dec 2025 | €138.0b | €192.7b | €1.4b | 17.3x | 95.2x | 0.7x |
| Thu, 27 Nov 2025 | €138.6b | €192.7b | €1.5b | 17.1x | 95.3x | 0.7x |
| Sat, 25 Oct 2025 | €142.2b | €192.6b | €1.4b | 17.8x | 98.9x | 0.7x |
| Mon, 22 Sep 2025 | €148.9b | €193.2b | €1.5b | 19.4x | 102.5x | 0.8x |
| Wed, 20 Aug 2025 | €147.8b | €193.1b | €1.5b | 18.1x | 98.5x | 0.8x |
| Fri, 18 Jul 2025 | €151.5b | €203.8b | €9.3b | 15.3x | 16.2x | 0.7x |
| Sun, 15 Jun 2025 | €145.1b | €203.8b | €9.3b | 14.9x | 15.6x | 0.7x |
| Tue, 13 May 2025 | €157.0b | €203.4b | €9.3b | 15x | 16.9x | 0.8x |
| Thu, 10 Apr 2025 | €131.2b | €203.0b | €9.3b | 12.7x | 14.1x | 0.6x |
| Sat, 08 Mar 2025 | €86.6b | €196.9b | €7.8b | 14x | 11x | 0.4x |
| Mon, 03 Feb 2025 | €89.7b | €216.8b | €15.6b | 14.4x | 5.7x | 0.4x |
| Wed, 01 Jan 2025 | €84.1b | €216.8b | €15.6b | 13.5x | 5.4x | 0.4x |
| Fri, 29 Nov 2024 | €79.9b | €216.8b | €15.6b | 12.8x | 5.1x | 0.4x |
| Sun, 27 Oct 2024 | €83.9b | €219.3b | €15.6b | 13.8x | 5.4x | 0.4x |
| Tue, 24 Sep 2024 | €83.9b | €219.2b | €15.6b | 14.4x | 5.4x | 0.4x |
| Thu, 22 Aug 2024 | €91.7b | €218.6b | €15.6b | 14.1x | 5.9x | 0.4x |
| Sat, 20 Jul 2024 | €120.2b | €231.9b | €20.9b | 13.8x | 5.7x | 0.5x |
| Mon, 17 Jun 2024 | €122.6b | €232.0b | €21.0b | 13.7x | 5.8x | 0.5x |
| Wed, 15 May 2024 | €137.4b | €233.5b | €21.0b | 13.7x | 6.5x | 0.6x |
| Fri, 12 Apr 2024 | €153.5b | €236.7b | €21.2b | 13.3x | 7.2x | 0.6x |
| Sun, 10 Mar 2024 | €155.3b | €236.1b | €21.2b | 13.4x | 7.3x | 0.7x |
| Tue, 06 Feb 2024 | €116.9b | €236.6b | €22.2b | 13.4x | 5.3x | 0.5x |
| Thu, 04 Jan 2024 | €114.9b | €241.2b | €22.2b | 12.6x | 5.2x | 0.5x |
| Sat, 02 Dec 2023 | €112.7b | €241.1b | €22.2b | 13.1x | 5.1x | 0.5x |
| Mon, 30 Oct 2023 | €100.3b | €241.4b | €22.1b | 12.3x | 4.5x | 0.4x |
| Wed, 27 Sep 2023 | €105.9b | €241.4b | €22.1b | 15.1x | 4.8x | 0.4x |
| Fri, 25 Aug 2023 | €106.1b | €241.0b | €22.1b | 15.9x | 4.8x | 0.4x |
| Sun, 23 Jul 2023 | €106.5b | €228.1b | €19.1b | 15.7x | 5.6x | 0.5x |
| Tue, 20 Jun 2023 | €105.4b | €228.1b | €19.1b | 15.7x | 5.5x | 0.5x |
| Thu, 18 May 2023 | €103.0b | €227.3b | €19.1b | 17.5x | 5.4x | 0.5x |
| Sat, 15 Apr 2023 | €111.5b | €227.0b | €19.1b | 15.5x | 5.8x | 0.5x |
Price to Earnings Ratio
5.8x
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 4.0% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary sector?
| IT Market | 2.16% | |
| Consumer Discretionary | 0.79% | |
| Consumer Durables | 4.44% | |
| Specialty Stores | 4.12% | |
| Hospitality | 2.53% | |
| Leisure | 2.36% | |
| Auto Components | 0.66% | |
| Auto | 0.53% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.19% | |
| Consumer Services | -0.91% | |
| General Merchandise and Department Stores | -1.36% | |
| Retail Distributors | -3.19% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 87.7x.
- Analysts are expecting annual earnings growth of 28.7%, 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 58% over the next 5 years.
- This is better than its past earnings growth rate of 5.3% per year.
- In contrast, the Auto Components industry is expected to see its earnings grow by 7.9% 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 | |
|---|---|---|---|---|---|
| STLAM Stellantis | €6.32 | 4.4% +€767.8m | -23.1% | PS0.1x | |
| DLG De'Longhi | €31.54 | 5.2% +€237.8m | 22.3% | PE14.9x | |
| LTMC Lottomatica Group | €25.39 | 2.5% +€150.0m | 41.8% | PE34.7x | |
| TGYM Technogym | €18.05 | 4.1% +€141.4m | 70.9% | PE31.2x | |
| SFER Salvatore Ferragamo | €7.35 | 6.6% +€75.4m | 35.5% | PS1.2x |
