Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Italian (Borsa Italiana) Consumer Discretionary Sector Analysis

UpdatedDec 21, 2025
DataAggregated Company Financials
Companies71
  • 7D1.3%
  • 3M-4.8%
  • 1Y-10.1%
  • YTD-10.5%

Over the last 7 days, the Consumer Discretionary industry has risen 1.3%, driven by gains from Ferrari of 3.1%. However, the industry is down 10% over the past year. Looking forward, 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Dec 2025€140.6b€192.7b€1.5b17.3x96.7x0.7x
Wed, 19 Nov 2025€136.7b€192.7b€1.5b16.9x92.4x0.7x
Fri, 17 Oct 2025€137.2b€192.6b€1.4b17.4x95.3x0.7x
Sun, 14 Sep 2025€146.6b€193.1b€1.4b19.6x101.5x0.8x
Tue, 12 Aug 2025€140.2b€193.1b€1.4b18x98.1x0.7x
Thu, 10 Jul 2025€150.7b€203.8b€9.3b15.6x16.2x0.7x
Sat, 07 Jun 2025€151.6b€203.7b€9.3b15.9x16.3x0.7x
Mon, 05 May 2025€146.7b€203.2b€9.2b14x15.9x0.7x
Wed, 02 Apr 2025€151.6b€203.1b€9.3b14.4x16.3x0.7x
Fri, 28 Feb 2025€89.8b€197.3b€7.9b14.3x11.3x0.5x
Sun, 26 Jan 2025€88.0b€216.8b€15.6b13.5x5.6x0.4x
Tue, 24 Dec 2024€82.7b€216.8b€15.6b13.2x5.3x0.4x
Thu, 21 Nov 2024€79.3b€219.4b€15.6b13.5x5.1x0.4x
Sat, 19 Oct 2024€83.2b€219.3b€15.6b13.9x5.3x0.4x
Mon, 16 Sep 2024€85.9b€219.2b€15.6b14.3x5.5x0.4x
Wed, 14 Aug 2024€99.0b€218.6b€15.6b14.1x6.3x0.5x
Fri, 12 Jul 2024€121.3b€232.0b€20.9b13.5x5.8x0.5x
Sun, 09 Jun 2024€130.2b€232.1b€21.0b13.6x6.2x0.6x
Tue, 07 May 2024€132.8b€233.6b€21.0b13.5x6.3x0.6x
Thu, 04 Apr 2024€154.7b€236.6b€21.2b13x7.3x0.7x
Sat, 02 Mar 2024€153.5b€236.2b€21.1b13.7x7.3x0.6x
Mon, 29 Jan 2024€115.2b€241.2b€22.2b13.1x5.2x0.5x
Wed, 27 Dec 2023€119.2b€241.2b€22.2b13x5.4x0.5x
Fri, 24 Nov 2023€108.2b€241.1b€22.2b12.9x4.9x0.4x
Sun, 22 Oct 2023€103.4b€241.5b€22.1b12.7x4.7x0.4x
Tue, 19 Sep 2023€108.3b€241.3b€22.1b15.2x4.9x0.4x
Thu, 17 Aug 2023€108.3b€241.4b€22.1b16.1x4.9x0.4x
Sat, 15 Jul 2023€109.2b€228.1b€19.1b16.1x5.7x0.5x
Mon, 12 Jun 2023€102.5b€227.7b€19.1b16.4x5.4x0.5x
Wed, 10 May 2023€103.8b€227.1b€19.1b16.6x5.4x0.5x
Fri, 07 Apr 2023€107.3b€226.7b€19.2b17.8x5.6x0.5x
Sun, 05 Mar 2023€112.2b€225.7b€19.3b19.9x5.8x0.5x
Tue, 31 Jan 2023€98.4b€210.3b€17.8b18.6x5.5x0.5x
Thu, 29 Dec 2022€90.1b€210.4b€17.8b17.5x5.1x0.4x
Price to Earnings Ratio

5.1x


Total Market Cap: €90.1bTotal Earnings: €17.8bTotal Revenue: €210.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Consumer Discretionary Sector Price to Earnings3Y Average 19.2x202320242025
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 96.7x which is higher than its 3-year average PE of 19.1x.
  • 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 Market2.36%
Consumer Discretionary1.31%
Hospitality2.26%
Luxury1.85%
Consumer Services1.84%
Auto1.51%
Leisure0.40%
Online Retail and Ecommerce0%0
Auto Components-0.27%
General Merchandise and Department Stores-0.47%
Specialty Stores-0.74%
Consumer Durables-0.85%
Retail Distributors-13.95%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 85.6x.
    • Analysts are expecting annual earnings growth of 36.3%, 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 roughly in line with its past earnings growth rate.
  • In contrast, the Auto Components industry is expected to see its earnings grow by 9.3% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
RACE Ferrari€322.803.1%
+€1.7b		-21.6%PE35.7x
BC Brunello Cucinelli€100.052.3%
+€152.9m		-4.3%PE51.6x
LTMC Lottomatica Group€22.401.8%
+€100.7m		77.9%PE38.6x
OVS OVS€4.672.8%
+€31.1m		37.9%PE24.7x
BRE Brembo€9.390.7%
+€20.7m		4.5%PE13.1x

Latest News

STLAM
€9.91
Stellantis
7D
-2.0%
1Y
-19.7%
PIA
€1.81
Piaggio & C
7D
-2.4%
1Y
-13.8%
OVS
€4.67
OVS
7D
2.8%
1Y
37.9%
SFER
€8.20
Salvatore Ferragamo
7D
1.4%
1Y
22.8%

Salvatore Ferragamo (BIT:SFER) Has Debt But No Earnings; Should You Worry?

Dec 17
Salvatore Ferragamo (BIT:SFER) Has Debt But No Earnings; Should You Worry?
DEX
€3.98
Dexelance
7D
-10.6%
1Y
-55.5%

Investors Give Dexelance S.p.A. (BIT:DEX) Shares A 26% Hiding

Dec 16
Investors Give Dexelance S.p.A. (BIT:DEX) Shares A 26% Hiding
LNDR
€1.15
Landi Renzo
7D
39.5%
1Y
-35.7%
RACE
€322.80
Ferrari
7D
3.1%
1Y
-21.6%

RACE: Future Capital Returns Will Drive Attractive Shareholder Upside Potential

Analysts have trimmed their price target on Ferrari to approximately $466 per share, down from about $545. They cited slightly lower expectations for revenue growth, profit margins, and future valuation multiples that still support a premium but a less aggressive long term outlook.
LTMC
€22.40
Lottomatica Group
7D
1.8%
1Y
77.9%

LTMC: Higher Earnings Multiple Will Drive Future Upside Potential

Narrative Update on Lottomatica Group Analysts have modestly raised their price target on Lottomatica Group to approximately EUR 27.24 from around EUR 22.44. This reflects a slightly higher fair value estimate and future earnings multiple, despite only marginal adjustments to discount rate, revenue growth, and profit margin assumptions.
BC
€100.05
Brunello Cucinelli
7D
2.3%
1Y
-4.3%

BC: Elevated Multiple Will Likely Face Pressure From Execution Risks

Analysts have trimmed their price target for Brunello Cucinelli by about EUR 6 to roughly EUR 78, as slightly lower long term growth and profitability assumptions, together with a higher discount rate, offset continued confidence in the brand's high end positioning and its resilience against recent short seller scrutiny. Analyst Commentary Recent Street research on Brunello Cucinelli reflects a more polarized view, with some bearish analysts turning cautious on the stock despite ongoing support from major houses.
TGYM
€16.28
Technogym
7D
-0.2%
1Y
57.3%

Technogym (BIT:TGYM) Is Achieving High Returns On Its Capital

Dec 11
Technogym (BIT:TGYM) Is Achieving High Returns On Its Capital
SFL
€1.83
Safilo Group
7D
-5.9%
1Y
100.9%

SFL: Future Execution And Margin Delivery Will Shape Post Rally Risk Balance

Analysts raised their price target for Safilo Group to EUR 2.07 from EUR 1.62, citing an improved risk reward profile and supportive recent rating actions, despite a modestly higher discount rate and largely unchanged growth and profitability assumptions. Analyst Commentary Recent research updates present a mixed but constructive view on Safilo Group, reflecting both the sharp share price recovery and evolving expectations for future execution.
CIR
€0.70
CIR. - Compagnie Industriali Riunite
7D
-1.7%
1Y
16.1%

CIR: Improved Margins And Lower Earnings Multiple Will Drive Future Upside

Analysts have raised their price target on CIR, Compagnie Industriali Riunite, citing slightly stronger long term revenue growth assumptions, improved expected profit margins, and a lower future earnings multiple that together support a modest uplift in estimated equity value. Valuation Changes for CIR, Compagnie Industriali Riunite Fair Value Estimate remains unchanged at 0.92x, indicating no material revision to the modelled intrinsic multiple.
PIRC
€5.87
Pirelli & C
7D
-1.3%
1Y
7.6%

Is Pirelli & C. S.p.A. (BIT:PIRC) Potentially Undervalued?

Nov 28
Is Pirelli & C. S.p.A. (BIT:PIRC) Potentially Undervalued?
BRE
€9.39
Brembo
7D
0.7%
1Y
4.5%
SAB
€13.75
Sabaf
7D
-2.8%
1Y
-2.1%

Investors Can Find Comfort In Sabaf's (BIT:SAB) Earnings Quality

Nov 20
Investors Can Find Comfort In Sabaf's (BIT:SAB) Earnings Quality
PWS
€16.60
Powersoft
7D
4.7%
1Y
25.8%

Bearish: This Analyst Is Revising Their Powersoft S.p.A. (BIT:PWS) Revenue and EPS Prognostications

Oct 04
Bearish: This Analyst Is Revising Their Powersoft S.p.A. (BIT:PWS) Revenue and EPS Prognostications