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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedDec 05, 2025
DataAggregated Company Financials
Companies71
- 7D2.8%
- 3M-1.8%
- 1Y-8.4%
- YTD-8.4%
In the last week, the Consumer Discretionary industry is up 3.4%, with Stellantis up 9.9%. In the past year, the industry is down 7.9%. As for the next few years, earnings are expected to grow by 21% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 05 Dec 2025 | €143.9b | €192.7b | €1.5b | 17.7x | 99x | 0.7x |
| Sun, 02 Nov 2025 | €138.7b | €192.6b | €1.4b | 17.3x | 96.5x | 0.7x |
| Tue, 30 Sep 2025 | €147.1b | €193.1b | €1.4b | 18.2x | 101.7x | 0.8x |
| Thu, 28 Aug 2025 | €147.1b | €193.1b | €1.4b | 19.1x | 102.3x | 0.8x |
| Sat, 26 Jul 2025 | €153.4b | €203.9b | €9.3b | 15.3x | 16.5x | 0.8x |
| Mon, 23 Jun 2025 | €143.2b | €203.8b | €9.3b | 15.2x | 15.4x | 0.7x |
| Wed, 21 May 2025 | €159.3b | €203.5b | €9.3b | 15.9x | 17.1x | 0.8x |
| Fri, 18 Apr 2025 | €139.6b | €202.9b | €9.3b | 13.8x | 15.1x | 0.7x |
| Sun, 16 Mar 2025 | €159.0b | €203.2b | €9.3b | 14.1x | 17.1x | 0.8x |
| Tue, 11 Feb 2025 | €88.2b | €216.8b | €15.6b | 14.6x | 5.6x | 0.4x |
| Thu, 09 Jan 2025 | €82.7b | €216.8b | €15.6b | 14x | 5.3x | 0.4x |
| Sat, 07 Dec 2024 | €83.8b | €216.8b | €15.6b | 13.5x | 5.4x | 0.4x |
| Mon, 04 Nov 2024 | €82.7b | €219.4b | €15.6b | 13.5x | 5.3x | 0.4x |
| Wed, 02 Oct 2024 | €83.7b | €219.2b | €15.6b | 13.9x | 5.4x | 0.4x |
| Fri, 30 Aug 2024 | €93.0b | €218.6b | €15.6b | 14.5x | 6x | 0.4x |
| Sun, 28 Jul 2024 | €110.9b | €232.0b | €21.0b | 13.9x | 5.3x | 0.5x |
| Tue, 25 Jun 2024 | €125.1b | €232.0b | €20.9b | 13.5x | 6x | 0.5x |
| Thu, 23 May 2024 | €131.4b | €233.3b | €21.0b | 13.9x | 6.2x | 0.6x |
| Sat, 20 Apr 2024 | €150.1b | €236.6b | €21.2b | 13.2x | 7.1x | 0.6x |
| Mon, 18 Mar 2024 | €160.1b | €236.2b | €21.2b | 12.8x | 7.5x | 0.7x |
| Wed, 14 Feb 2024 | €122.9b | €236.6b | €22.2b | 13.9x | 5.5x | 0.5x |
| Fri, 12 Jan 2024 | €116.5b | €241.2b | €22.2b | 13.1x | 5.3x | 0.5x |
| Sun, 10 Dec 2023 | €117.4b | €241.1b | €22.2b | 13.2x | 5.3x | 0.5x |
| Tue, 07 Nov 2023 | €105.8b | €241.4b | €22.2b | 12.7x | 4.8x | 0.4x |
| Thu, 05 Oct 2023 | €106.3b | €241.4b | €22.1b | 13.1x | 4.8x | 0.4x |
| Sat, 02 Sep 2023 | €108.0b | €241.1b | €22.1b | 16x | 4.9x | 0.4x |
| Mon, 31 Jul 2023 | €113.9b | €238.9b | €22.1b | 15.9x | 5.2x | 0.5x |
| Wed, 28 Jun 2023 | €101.1b | €228.1b | €19.1b | 15.2x | 5.3x | 0.4x |
| Fri, 26 May 2023 | €100.0b | €227.5b | €19.1b | 16.5x | 5.2x | 0.4x |
| Sun, 23 Apr 2023 | €107.6b | €227.0b | €19.1b | 16.8x | 5.6x | 0.5x |
| Tue, 21 Mar 2023 | €104.0b | €226.4b | €19.1b | 15.5x | 5.4x | 0.5x |
| Thu, 16 Feb 2023 | €104.6b | €210.4b | €17.8b | 18.9x | 5.9x | 0.5x |
| Sat, 14 Jan 2023 | €97.2b | €210.3b | €17.8b | 19.2x | 5.5x | 0.5x |
| Mon, 12 Dec 2022 | €92.7b | €210.4b | €17.8b | 17.1x | 5.2x | 0.4x |
Price to Earnings Ratio
5.2x
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 98.6x which is higher than its 3-year average PE of 17.7x.
- The industry is trading close to its 3-year average PS ratio of 0.54x.
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 | 0.35% | |
| Consumer Discretionary | 2.79% | |
| Retail Distributors | 18.27% | |
| Auto | 4.06% | |
| Luxury | 1.47% | |
| Auto Components | 1.34% | |
| Consumer Durables | 0.36% | |
| General Merchandise and Department Stores | 0.16% | |
| Online Retail and Ecommerce | 0% | 0 |
| Specialty Stores | -0.14% | |
| Leisure | -1.04% | |
| Hospitality | -1.88% | |
| Consumer Services | -4.44% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 85.5x.
- Analysts are expecting annual earnings growth of 35.7%, which is lower than the prior year's growth of 65.3% 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 better than its past earnings growth rate of 25% per year.
- In contrast, the Auto Components industry is expected to see its earnings grow by 9.2% 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 | €10.18 | 13.0% +€3.4b | -18.8% | PS0.2x | |
| BC Brunello Cucinelli | €92.94 | 3.2% +€194.3m | -3.0% | PE47.9x | |
| RACE Ferrari | €338.50 | 0.2% +€135.3m | -20.0% | PE37.5x | |
| MONC Moncler | €57.64 | 0.7% +€114.1m | 20.6% | PE25.6x | |
| PIRC Pirelli & C | €6.07 | 1.2% +€72.0m | 13.6% | PE12.2x |
