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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedMar 25, 2026
DataAggregated Company Financials
Companies71
- 7D-2.5%
- 3M-15.7%
- 1Y-25.0%
- YTD-15.8%
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 |
|---|---|---|---|---|---|---|
| Wed, 25 Mar 2026 | €117.4b | €201.4b | -€18,303,020,627.00 | 15.7x | -6.4x | 0.6x |
| Fri, 20 Feb 2026 | €128.3b | €194.1b | €1.5b | 17.3x | 83.9x | 0.7x |
| Sun, 18 Jan 2026 | €131.1b | €192.6b | €1.5b | 18.3x | 90.4x | 0.7x |
| Tue, 16 Dec 2025 | €139.4b | €192.7b | €1.5b | 17.6x | 95.9x | 0.7x |
| Thu, 13 Nov 2025 | €146.6b | €192.7b | €1.5b | 17.3x | 100.3x | 0.8x |
| Sat, 11 Oct 2025 | €136.0b | €192.6b | €1.4b | 17.8x | 94.6x | 0.7x |
| Mon, 08 Sep 2025 | €146.8b | €193.1b | €1.5b | 19.2x | 100.7x | 0.8x |
| Wed, 06 Aug 2025 | €140.2b | €193.1b | €1.4b | 16.4x | 97x | 0.7x |
| Fri, 04 Jul 2025 | €150.0b | €203.8b | €9.3b | 15.5x | 16.1x | 0.7x |
| Sun, 01 Jun 2025 | €152.8b | €203.5b | €9.3b | 15.3x | 16.4x | 0.8x |
| Tue, 29 Apr 2025 | €143.5b | €202.9b | €9.3b | 13.4x | 15.5x | 0.7x |
| Thu, 27 Mar 2025 | €152.9b | €203.2b | €9.3b | 13.9x | 16.5x | 0.8x |
| Sat, 22 Feb 2025 | €93.6b | €216.8b | €15.6b | 14.5x | 6x | 0.4x |
| Mon, 20 Jan 2025 | €85.6b | €216.8b | €15.6b | 13.3x | 5.5x | 0.4x |
| Wed, 18 Dec 2024 | €84.5b | €216.8b | €15.6b | 13.3x | 5.4x | 0.4x |
| Fri, 15 Nov 2024 | €81.9b | €219.4b | €15.6b | 13.8x | 5.3x | 0.4x |
| Sun, 13 Oct 2024 | €81.8b | €219.3b | €15.6b | 13.7x | 5.2x | 0.4x |
| Tue, 10 Sep 2024 | €86.5b | €219.1b | €15.6b | 14.3x | 5.5x | 0.4x |
| Thu, 08 Aug 2024 | €100.4b | €218.7b | €15.6b | 14.1x | 6.4x | 0.5x |
| Sat, 06 Jul 2024 | €119.1b | €232.0b | €20.9b | 13.5x | 5.7x | 0.5x |
| Mon, 03 Jun 2024 | €131.3b | €233.4b | €21.0b | 13.9x | 6.2x | 0.6x |
| Wed, 01 May 2024 | €136.5b | €236.7b | €21.2b | 13.1x | 6.4x | 0.6x |
| Fri, 29 Mar 2024 | €160.8b | €236.6b | €21.2b | 12.9x | 7.6x | 0.7x |
| Sun, 25 Feb 2024 | €153.0b | €236.1b | €21.1b | 13.4x | 7.3x | 0.6x |
| Tue, 23 Jan 2024 | €113.0b | €241.2b | €22.2b | 13x | 5.1x | 0.5x |
| Thu, 21 Dec 2023 | €119.0b | €241.2b | €22.2b | 13x | 5.4x | 0.5x |
| Sat, 18 Nov 2023 | €107.3b | €241.1b | €22.2b | 13x | 4.8x | 0.4x |
| Mon, 16 Oct 2023 | €107.1b | €241.5b | €22.1b | 12.8x | 4.8x | 0.4x |
| Wed, 13 Sep 2023 | €109.4b | €241.3b | €22.1b | 16.2x | 4.9x | 0.5x |
| Fri, 11 Aug 2023 | €110.9b | €241.4b | €22.1b | 16x | 5x | 0.5x |
| Sun, 09 Jul 2023 | €105.4b | €228.1b | €19.1b | 15.8x | 5.5x | 0.5x |
| Tue, 06 Jun 2023 | €101.7b | €227.4b | €19.1b | 16.6x | 5.3x | 0.4x |
| Thu, 04 May 2023 | €102.7b | €227.0b | €19.1b | 16.7x | 5.4x | 0.5x |
| Sat, 01 Apr 2023 | €109.3b | €226.6b | €19.1b | 16.4x | 5.7x | 0.5x |
Price to Earnings Ratio
5.7x
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 | -3.19% | |
| Consumer Discretionary | -2.55% | |
| General Merchandise and Department Stores | 12.28% | |
| Leisure | 4.12% | |
| Specialty Stores | 1.22% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.67% | |
| Hospitality | -0.81% | |
| Auto Components | -2.83% | |
| Auto | -3.59% | |
| Consumer Durables | -5.94% | |
| Consumer Services | -7.14% | |
| Retail Distributors | -18.10% | |
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 | €17.30 | 4.0% +€133.4m | 55.2% | PE29.9x | |
| YACHT Ferretti | €3.78 | 4.9% +€59.6m | 43.6% | PE14.6x | |
| SL Sanlorenzo | €30.15 | 4.5% +€45.9m | 4.9% | PE9.9x | |
| CIR CIR. - Compagnie Industriali Riunite | €0.67 | 2.0% +€11.4m | 15.6% | PE20x | |
| DDM Dedem | €7.70 | 18.5% +€9.9m | n/a | PE28.9x |