Narrative Update • Jul 07
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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedJul 22, 2026
DataAggregated Company Financials
Companies70
- 7D0.3%
- 3M-2.5%
- 1Y-15.2%
- YTD-8.1%
The Consumer Discretionary industry has been flat over the last week, but Pirelli & C has lost 3.0%. Unfortunately though, the industry is down 16% over the past 12 months. As for the next few years, earnings are expected to grow by 20% 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 |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | €133.7b | €204.9b | -€17,441,255,834.00 | 20.5x | -7.7x | 0.7x |
| Fri, 19 Jun 2026 | €128.3b | €203.9b | -€17,545,740,103.00 | 18.3x | -7.3x | 0.6x |
| Sun, 17 May 2026 | €122.9b | €203.8b | -€17,542,580,260.00 | 18.9x | -7x | 0.6x |
| Tue, 14 Apr 2026 | €126.8b | €201.1b | -€18,324,558,784.00 | 16.2x | -6.9x | 0.6x |
| Thu, 12 Mar 2026 | €122.6b | €201.3b | -€18,370,334,112.00 | 16.5x | -6.7x | 0.6x |
| Sat, 07 Feb 2026 | €121.5b | €194.0b | €1.5b | 18x | 78.8x | 0.6x |
| Mon, 05 Jan 2026 | €139.0b | €192.6b | €1.5b | 17.4x | 95.8x | 0.7x |
| Wed, 03 Dec 2025 | €139.7b | €192.7b | €1.5b | 17.2x | 96.1x | 0.7x |
| Fri, 31 Oct 2025 | €138.2b | €192.6b | €1.4b | 17.7x | 95.7x | 0.7x |
| Sun, 28 Sep 2025 | €144.8b | €193.1b | €1.4b | 18x | 100.2x | 0.7x |
| Tue, 26 Aug 2025 | €147.5b | €193.1b | €1.4b | 19.2x | 102.6x | 0.8x |
| Thu, 24 Jul 2025 | €152.7b | €203.9b | €9.3b | 15.3x | 16.4x | 0.7x |
| Sat, 21 Jun 2025 | €143.2b | €203.8b | €9.3b | 15.2x | 15.4x | 0.7x |
| Mon, 19 May 2025 | €160.3b | €203.6b | €9.3b | 15.8x | 17.2x | 0.8x |
| Wed, 16 Apr 2025 | €139.9b | €202.9b | €9.3b | 14x | 15.1x | 0.7x |
| Fri, 14 Mar 2025 | €84.1b | €196.8b | €7.8b | 13.8x | 10.8x | 0.4x |
| Sun, 09 Feb 2025 | €87.8b | €216.8b | €15.6b | 14.3x | 5.6x | 0.4x |
| Tue, 07 Jan 2025 | €83.1b | €216.8b | €15.6b | 13.7x | 5.3x | 0.4x |
| Thu, 05 Dec 2024 | €80.1b | €216.8b | €15.6b | 13.2x | 5.1x | 0.4x |
| Sat, 02 Nov 2024 | €82.7b | €219.4b | €15.6b | 13.5x | 5.3x | 0.4x |
| Mon, 30 Sep 2024 | €91.2b | €219.2b | €15.6b | 14.7x | 5.8x | 0.4x |
| Wed, 28 Aug 2024 | €92.4b | €218.6b | €15.6b | 14.6x | 5.9x | 0.4x |
| Fri, 26 Jul 2024 | €112.0b | €231.9b | €20.9b | 13.5x | 5.4x | 0.5x |
| Sun, 23 Jun 2024 | €123.0b | €232.0b | €21.0b | 13.6x | 5.9x | 0.5x |
| Tue, 21 May 2024 | €133.5b | €233.3b | €21.0b | 13.7x | 6.3x | 0.6x |
| Thu, 18 Apr 2024 | €149.8b | €236.7b | €21.2b | 13.3x | 7.1x | 0.6x |
| Sat, 16 Mar 2024 | €160.2b | €236.3b | €21.3b | 13.5x | 7.5x | 0.7x |
| Mon, 12 Feb 2024 | €122.6b | €236.6b | €22.2b | 13.8x | 5.5x | 0.5x |
| Wed, 10 Jan 2024 | €116.6b | €241.2b | €22.2b | 13x | 5.3x | 0.5x |
| Fri, 08 Dec 2023 | €116.3b | €241.1b | €22.2b | 13.3x | 5.2x | 0.5x |
| Sun, 05 Nov 2023 | €107.4b | €241.4b | €22.2b | 12.8x | 4.8x | 0.4x |
| Tue, 03 Oct 2023 | €107.2b | €241.4b | €22.1b | 15.1x | 4.8x | 0.4x |
| Thu, 31 Aug 2023 | €109.7b | €241.0b | €22.1b | 16x | 5x | 0.5x |
| Sat, 29 Jul 2023 | €113.9b | €228.4b | €19.1b | 15.9x | 6x | 0.5x |
Price to Earnings Ratio
6x
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 0.57x.
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 3.6% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary sector?
| IT Market | -0.84% | |
| Consumer Discretionary | 0.34% | |
| General Merchandise and Department Stores | 5.93% | |
| Consumer Durables | 4.86% | |
| Retail Distributors | 2.48% | |
| Luxury | 1.61% | |
| Auto | 0.42% | |
| Online Retail and Ecommerce | 0% | 0 |
| Leisure | -1.39% | |
| Specialty Stores | -1.73% | |
| Auto Components | -2.40% | |
| Hospitality | -3.31% | |
| Consumer Services | -3.35% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 3.5x.
- Analysts are expecting annual earnings growth of 66.3%, which is higher than its past year's earnings decline of 71.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 66% over the next 5 years.
- This is better than its past earnings decline of 71% per year.
- In contrast, the Leisure industry is expected to see its earnings grow by 8.1% 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 | €325.00 | 0.2% +€5.5b | -24.1% | PE39.1x | |
| DLG De'Longhi | €39.50 | 6.0% +€331.9m | 38.7% | PE18.4x | |
| MONC Moncler | €51.38 | 2.0% +€271.6m | 2.6% | PE22.3x | |
| STLAM Stellantis | €5.08 | 1.6% +€226.0m | -35.6% | PS0.09x | |
| BC Brunello Cucinelli | €82.34 | 1.8% +€97.9m | -20.0% | PE41.5x |
