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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedJan 11, 2026
DataAggregated Company Financials
Companies70
- 7D1.1%
- 3M4.3%
- 1Y-11.5%
- YTD1.1%
Over the last 7 days, the Consumer Discretionary industry has risen 1.1%, driven by gains from Ferrari of 3.0%. In contrast, the industry has lost 11% in the last 12 months. Looking forward, earnings are forecast to grow by 19% 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 |
|---|---|---|---|---|---|---|
| Sun, 11 Jan 2026 | €140.5b | €192.6b | €1.5b | 17.7x | 96.8x | 0.7x |
| Tue, 09 Dec 2025 | €142.4b | €192.7b | €1.5b | 17.5x | 98x | 0.7x |
| Thu, 06 Nov 2025 | €140.6b | €192.7b | €1.4b | 17.2x | 97.4x | 0.7x |
| Sat, 04 Oct 2025 | €153.7b | €192.6b | €1.4b | 17x | 107x | 0.8x |
| Mon, 01 Sep 2025 | €147.2b | €193.1b | €1.5b | 19.3x | 100.9x | 0.8x |
| Wed, 30 Jul 2025 | €152.1b | €203.9b | €9.3b | 15.3x | 16.4x | 0.7x |
| Fri, 27 Jun 2025 | €144.5b | €203.8b | €9.3b | 15.2x | 15.5x | 0.7x |
| Sun, 25 May 2025 | €151.2b | €203.5b | €9.3b | 16x | 16.2x | 0.7x |
| Tue, 22 Apr 2025 | €139.6b | €202.9b | €9.3b | 13.8x | 15.1x | 0.7x |
| Thu, 20 Mar 2025 | €160.4b | €203.2b | €9.3b | 14.3x | 17.3x | 0.8x |
| Sat, 15 Feb 2025 | €93.6b | €216.8b | €15.6b | 14.2x | 6x | 0.4x |
| Mon, 13 Jan 2025 | €82.2b | €215.0b | €15.6b | 13.7x | 5.3x | 0.4x |
| Wed, 11 Dec 2024 | €85.5b | €216.8b | €15.6b | 13.8x | 5.5x | 0.4x |
| Fri, 08 Nov 2024 | €83.5b | €219.4b | €15.6b | 13.3x | 5.3x | 0.4x |
| Sun, 06 Oct 2024 | €82.2b | €219.3b | €15.6b | 13.5x | 5.3x | 0.4x |
| Tue, 03 Sep 2024 | €92.2b | €218.7b | €15.6b | 14.5x | 5.9x | 0.4x |
| Thu, 01 Aug 2024 | €107.1b | €218.6b | €15.6b | 13.5x | 6.9x | 0.5x |
| Sat, 29 Jun 2024 | €119.7b | €232.0b | €20.9b | 13.3x | 5.7x | 0.5x |
| Mon, 27 May 2024 | €132.6b | €233.3b | €21.0b | 14.2x | 6.3x | 0.6x |
| Wed, 24 Apr 2024 | €146.6b | €236.7b | €21.2b | 13.2x | 6.9x | 0.6x |
| Fri, 22 Mar 2024 | €162.8b | €236.3b | €21.2b | 13.7x | 7.7x | 0.7x |
| Sun, 18 Feb 2024 | €128.3b | €236.5b | €22.2b | 13.5x | 5.8x | 0.5x |
| Tue, 16 Jan 2024 | €115.0b | €241.2b | €22.2b | 13.1x | 5.2x | 0.5x |
| Thu, 14 Dec 2023 | €115.9b | €241.1b | €22.2b | 12.6x | 5.2x | 0.5x |
| Sat, 11 Nov 2023 | €104.8b | €241.4b | €22.2b | 12.9x | 4.7x | 0.4x |
| Mon, 09 Oct 2023 | €105.9b | €241.4b | €22.1b | 13.2x | 4.8x | 0.4x |
| Wed, 06 Sep 2023 | €108.2b | €241.1b | €22.1b | 16.4x | 4.9x | 0.4x |
| Fri, 04 Aug 2023 | €113.0b | €240.6b | €22.1b | 16.4x | 5.1x | 0.5x |
| Sun, 02 Jul 2023 | €106.2b | €228.1b | €19.1b | 15.7x | 5.5x | 0.5x |
| Tue, 30 May 2023 | €101.2b | €227.4b | €19.1b | 17.1x | 5.3x | 0.4x |
| Thu, 27 Apr 2023 | €102.9b | €227.0b | €19.1b | 16.3x | 5.4x | 0.5x |
| Sat, 25 Mar 2023 | €104.2b | €226.5b | €19.1b | 16x | 5.4x | 0.5x |
| Mon, 20 Feb 2023 | €106.1b | €210.4b | €17.8b | 18.8x | 6x | 0.5x |
| Wed, 18 Jan 2023 | €98.3b | €210.3b | €17.8b | 19.2x | 5.5x | 0.5x |
Price to Earnings Ratio
5.5x
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 96.8x which is higher than its 3-year average PE of 20.9x.
- The industry is trading close to its 3-year average PS ratio of 0.55x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 57% 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 | 1.25% | |
| Consumer Discretionary | 1.10% | |
| Leisure | 4.97% | |
| Specialty Stores | 4.35% | |
| Auto Components | 3.64% | |
| Retail Distributors | 3.60% | |
| Consumer Durables | 2.71% | |
| Auto | 0.88% | |
| Hospitality | 0.65% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.29% | |
| Consumer Services | -1.88% | |
| General Merchandise and Department Stores | -2.40% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 56.4x.
- Analysts are expecting annual earnings growth of 60.7%, 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 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 | |
|---|---|---|---|---|---|
| RACE Ferrari | €325.70 | 3.0% +€1.7b | -22.2% | PE36.1x | |
| PIRC Pirelli & C | €6.16 | 4.8% +€303.8m | 10.2% | PE13.5x | |
| DLG De'Longhi | €37.80 | 3.8% +€209.1m | 30.3% | PE17.4x | |
| TGYM Technogym | €17.15 | 5.6% +€181.2m | 67.6% | PE35.3x | |
| BC Brunello Cucinelli | €99.42 | 2.3% +€153.6m | -9.0% | PE51.3x |
