Have your own idea? Try our Stock Screener
Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedApr 09, 2026
DataAggregated Company Financials
Companies70
- 7D3.1%
- 3M-8.6%
- 1Y-3.0%
- YTD-8.5%
Over the last 7 days, the Consumer Discretionary industry has risen 3.1%, driven by gains from Stellantis of 6.2%. In contrast, the industry has lost 3.0% in the last 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 |
|---|---|---|---|---|---|---|
| Thu, 09 Apr 2026 | €127.7b | €201.1b | -€18,303,164,741.00 | 16.3x | -7x | 0.6x |
| Sat, 07 Mar 2026 | €125.2b | €201.3b | -€18,367,659,112.00 | 16.3x | -6.8x | 0.6x |
| Mon, 02 Feb 2026 | €126.1b | €192.6b | €1.5b | 18.3x | 86.8x | 0.7x |
| Wed, 31 Dec 2025 | €138.1b | €192.6b | €1.5b | 17.2x | 95.2x | 0.7x |
| Fri, 28 Nov 2025 | €140.0b | €192.7b | €1.5b | 17.1x | 96.2x | 0.7x |
| Sun, 26 Oct 2025 | €142.2b | €192.6b | €1.4b | 17.8x | 98.9x | 0.7x |
| Tue, 23 Sep 2025 | €148.1b | €193.1b | €1.5b | 19.5x | 102.1x | 0.8x |
| Thu, 21 Aug 2025 | €146.6b | €193.1b | €1.5b | 18.1x | 97.6x | 0.8x |
| Sat, 19 Jul 2025 | €151.5b | €203.8b | €9.3b | 15.5x | 16.2x | 0.7x |
| Mon, 16 Jun 2025 | €145.1b | €203.8b | €9.3b | 14.9x | 15.6x | 0.7x |
| Wed, 14 May 2025 | €159.6b | €203.4b | €9.3b | 15.5x | 17.2x | 0.8x |
| Fri, 11 Apr 2025 | €136.2b | €203.0b | €9.3b | 13x | 14.7x | 0.7x |
| Sun, 09 Mar 2025 | €86.6b | €196.8b | €7.8b | 13.9x | 11.2x | 0.4x |
| Tue, 04 Feb 2025 | €89.7b | €216.8b | €15.6b | 14.5x | 5.7x | 0.4x |
| Thu, 02 Jan 2025 | €84.1b | €216.8b | €15.6b | 13.5x | 5.4x | 0.4x |
| Sat, 30 Nov 2024 | €80.5b | €216.8b | €15.6b | 12.9x | 5.2x | 0.4x |
| Mon, 28 Oct 2024 | €83.9b | €219.3b | €15.6b | 13.8x | 5.4x | 0.4x |
| Wed, 25 Sep 2024 | €86.1b | €219.2b | €15.6b | 14.2x | 5.5x | 0.4x |
| Fri, 23 Aug 2024 | €91.4b | €218.6b | €15.6b | 14.2x | 5.9x | 0.4x |
| Sun, 21 Jul 2024 | €120.2b | €231.9b | €20.9b | 13.8x | 5.7x | 0.5x |
| Tue, 18 Jun 2024 | €123.5b | €232.0b | €21.0b | 13.5x | 5.9x | 0.5x |
| Thu, 16 May 2024 | €137.2b | €233.5b | €21.0b | 14.3x | 6.5x | 0.6x |
| Sat, 13 Apr 2024 | €150.1b | €236.7b | €21.2b | 13.5x | 7.1x | 0.6x |
| Mon, 11 Mar 2024 | €155.3b | €236.1b | €21.2b | 13.4x | 7.3x | 0.7x |
| Wed, 07 Feb 2024 | €118.9b | €236.6b | €22.2b | 13.6x | 5.4x | 0.5x |
| Fri, 05 Jan 2024 | €114.8b | €241.2b | €22.2b | 12.7x | 5.2x | 0.5x |
| Sun, 03 Dec 2023 | €112.7b | €241.1b | €22.2b | 13.1x | 5.1x | 0.5x |
| Tue, 31 Oct 2023 | €99.6b | €241.4b | €22.1b | 12.3x | 4.5x | 0.4x |
| Thu, 28 Sep 2023 | €105.2b | €241.4b | €22.1b | 15.1x | 4.8x | 0.4x |
| Sat, 26 Aug 2023 | €106.7b | €241.0b | €22.1b | 15.7x | 4.8x | 0.4x |
| Mon, 24 Jul 2023 | €106.5b | €228.1b | €19.1b | 15.7x | 5.6x | 0.5x |
| Wed, 21 Jun 2023 | €103.8b | €228.1b | €19.1b | 15.6x | 5.4x | 0.5x |
| Fri, 19 May 2023 | €103.7b | €227.3b | €19.1b | 17.6x | 5.4x | 0.5x |
| Sun, 16 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 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 0.56x.
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 | 2.61% | |
| Consumer Discretionary | 3.13% | |
| Consumer Durables | 6.08% | |
| Hospitality | 4.03% | |
| Luxury | 3.81% | |
| Specialty Stores | 3.32% | |
| Auto | 2.77% | |
| Auto Components | 2.56% | |
| Leisure | 2.10% | |
| Online Retail and Ecommerce | 0% | 0 |
| General Merchandise and Department Stores | -1.14% | |
| Retail Distributors | -3.19% | |
| Consumer Services | -4.11% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 87.8x.
- Analysts are expecting annual earnings growth of 28.3%, 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 59% 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 | €6.71 | 6.2% +€1.1b | -13.6% | PS0.1x | |
| RACE Ferrari | €302.55 | 1.6% +€838.6m | -16.4% | PE33.4x | |
| MONC Moncler | €54.34 | 3.0% +€429.1m | 7.6% | PE23.6x | |
| DLG De'Longhi | €33.46 | 6.8% +€321.7m | 34.2% | PE15.8x | |
| BC Brunello Cucinelli | €80.78 | 5.2% +€273.4m | -9.5% | PE40.7x |
