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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies70
  • 7D4.9%
  • 3M4.1%
  • 1Y-5.1%
  • YTD-4.6%

Over the last 7 days, the Consumer Discretionary industry has risen 6.7%, driven by gains from Ferrari of 7.3%. In contrast, the industry has lost 3.4% in the last 12 months. As for the next few years, earnings are expected to grow by 23% per annum.

Sector Valuation and Performance

Has the Italian Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Apr 2026€133.0b€201.2b-€18,324,196,548.0017.5x-7.3x0.7x
Thu, 19 Mar 2026€120.1b€201.3b-€18,321,794,112.0015.8x-6.6x0.6x
Sat, 14 Feb 2026€131.0b€194.1b€1.5b17.7x85.2x0.7x
Mon, 12 Jan 2026€140.5b€192.6b€1.5b17.7x96.8x0.7x
Wed, 10 Dec 2025€140.9b€192.7b€1.5b17.5x97x0.7x
Fri, 07 Nov 2025€139.5b€192.7b€1.4b17.2x96.6x0.7x
Sun, 05 Oct 2025€153.7b€192.6b€1.4b17x107x0.8x
Tue, 02 Sep 2025€148.0b€193.1b€1.5b19.3x101.5x0.8x
Thu, 31 Jul 2025€150.7b€193.0b€1.4b15.6x107.3x0.8x
Sat, 28 Jun 2025€149.2b€203.8b€9.3b15.5x16x0.7x
Mon, 26 May 2025€151.2b€203.5b€9.3b16x16.2x0.7x
Wed, 23 Apr 2025€138.5b€202.9b€9.3b13.8x14.9x0.7x
Fri, 21 Mar 2025€158.3b€203.2b€9.3b14.4x17x0.8x
Sun, 16 Feb 2025€93.6b€216.8b€15.6b13.8x6x0.4x
Tue, 14 Jan 2025€81.4b€215.0b€15.6b13.7x5.2x0.4x
Thu, 12 Dec 2024€85.7b€216.8b€15.6b13.4x5.5x0.4x
Sat, 09 Nov 2024€81.6b€219.4b€15.6b13.3x5.2x0.4x
Mon, 07 Oct 2024€82.2b€219.3b€15.6b13.4x5.3x0.4x
Wed, 04 Sep 2024€90.7b€218.7b€15.6b14.4x5.8x0.4x
Fri, 02 Aug 2024€105.2b€218.7b€15.6b13.6x6.7x0.5x
Sun, 30 Jun 2024€119.8b€232.0b€20.9b13.3x5.7x0.5x
Tue, 28 May 2024€134.3b€233.3b€21.0b14.1x6.4x0.6x
Thu, 25 Apr 2024€146.7b€236.6b€21.2b13.2x6.9x0.6x
Sat, 23 Mar 2024€162.5b€236.5b€21.2b13.6x7.7x0.7x
Mon, 19 Feb 2024€128.3b€236.5b€22.2b13.5x5.8x0.5x
Wed, 17 Jan 2024€114.1b€241.2b€22.2b13.3x5.1x0.5x
Fri, 15 Dec 2023€118.9b€241.1b€22.2b12.9x5.4x0.5x
Sun, 12 Nov 2023€104.8b€241.4b€22.2b12.9x4.7x0.4x
Tue, 10 Oct 2023€105.2b€241.4b€22.1b13.5x4.7x0.4x
Thu, 07 Sep 2023€106.7b€241.1b€22.1b16.2x4.8x0.4x
Sat, 05 Aug 2023€112.8b€240.6b€22.1b17x5.1x0.5x
Mon, 03 Jul 2023€106.2b€228.1b€19.1b15.7x5.5x0.5x
Wed, 31 May 2023€101.2b€227.4b€19.1b16.9x5.3x0.4x
Fri, 28 Apr 2023€103.6b€227.0b€19.1b16.4x5.4x0.5x
Price to Earnings Ratio

5.4x


Total Market Cap: €103.6bTotal Earnings: €19.1bTotal Revenue: €227.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Consumer Discretionary Sector Price to Earnings3Y Average 23.8x202420252026
Current Industry PE
  • Investors are optimistic on the Italian Consumer Discretionary industry, and appear confident in long term growth rates.
  • 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 3.9% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the Italian Consumer Discretionary sector?

IT Market1.20%
Consumer Discretionary4.92%
Retail Distributors7.78%
Luxury6.99%
General Merchandise and Department Stores6.39%
Auto5.76%
Consumer Services3.34%
Leisure3.11%
Specialty Stores2.35%
Auto Components1.72%
Online Retail and Ecommerce0%0
Consumer Durables-0.14%
Hospitality-0.35%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 88.6x.
    • Analysts are expecting annual earnings growth of 28.6%, which is lower than the prior year's growth of 42.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 60% over the next 5 years.
  • This is better than its past earnings growth rate of 8.8% per year.
  • In contrast, the Auto Components industry is expected to see its earnings grow by 7.8% 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€311.954.3%
+€2.3b		-19.2%PE34.5x
STLAM Stellantis€7.359.8%
+€1.9b		-11.4%PS0.1x
MONC Moncler€57.247.9%
+€1.1b		6.6%PE24.8x
BC Brunello Cucinelli€86.705.6%
+€310.1m		-10.3%PE43.7x
SFER Salvatore Ferragamo€8.259.3%
+€116.8m		72.2%PS1.4x

Latest News

OVS
€5.31
OVS
7D
8.0%
1Y
75.5%
SFL
€1.75
Safilo Group
7D
-2.8%
1Y
155.8%

SFL: Minor Forecast Tweaks Will Likely Sustain Fair P/E Expectations

Analysts have kept their price target for Safilo Group steady at €1.70, citing only slight adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions, which leave their overall view broadly unchanged. Valuation Changes Fair Value: Unchanged at €1.70 per share, indicating no revision to the central valuation estimate.
DEX
€2.92
Dexelance
7D
-4.3%
1Y
-64.0%
RACE
€311.95
Ferrari
7D
4.3%
1Y
-19.2%

RACE: Future Dividend Stream Will Support Stronger Shareholder Returns

Analysts have made a small adjustment to their Ferrari price target, with fair value moving from about €368.86 to about €368.75. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.
STLAM
€7.35
Stellantis
7D
9.8%
1Y
-11.4%

STLAM: 2027 Earnings Reset And China EV Deals Will Shape Upside

Analyst price targets for Stellantis have been adjusted in a mixed but slightly lower range, with various firms cutting their targets by about €0.50 to €2.20 per share, citing tighter margin expectations for 2026 and a shift toward valuing the stock on later-year earnings. Analyst Commentary Recent research on Stellantis reflects a split view, with some analysts adjusting targets slightly higher and others trimming them or changing ratings as they reassess margin assumptions and the timing used in their valuation models.
MARK
€2.56
Markbass
7D
-5.2%
1Y
n/a
AEF
€0.21
Aeffe
7D
-6.4%
1Y
-65.8%

What Does Aeffe S.p.A.'s (BIT:AEF) Share Price Indicate?

Apr 15
What Does Aeffe S.p.A.'s (BIT:AEF) Share Price Indicate?
MONC
€57.24
Moncler
7D
7.9%
1Y
6.6%

MONC: Recent Rating Upgrade Will Support Premium Earnings Profile Upside

Moncler's analyst fair value estimate has been adjusted slightly lower from €61.00 to €60.64, as analysts factor in a higher discount rate, along with fresh target tweaks from recent broker moves that include both a small cut from Deutsche Bank and several incremental target lifts from other firms. Analyst Commentary Recent research on Moncler has been active, with both target increases and one reduction feeding into a slightly lower aggregate fair value estimate.
DLG
€34.14
De'Longhi
7D
-0.4%
1Y
29.5%
LTMC
€26.46
Lottomatica Group
7D
-0.4%
1Y
38.0%

LTMC: 2026 Guidance And Capital Returns Will Underpin Balanced Risk Reward

Analysts have nudged the average price target on Lottomatica Group higher to €29.51, a move of about €0.19, supported by a series of recent target increases and broadly positive research updates from major banks. Analyst Commentary Recent research updates cluster around higher price targets for Lottomatica Group, with most covering banks adjusting their numbers upward and one trimming its view before later nudging it higher again.
BC
€86.70
Brunello Cucinelli
7D
5.6%
1Y
-10.3%

BC: Premium P/E And Overweight Support Will Sustain Future Luxury Margin Resilience

Narrative Update The updated analyst price target for Brunello Cucinelli moves slightly lower to about €104 from roughly €106, reflecting modest tweaks to fair value, discount rate, growth and margin assumptions after recent target reductions from €105 to €100 and from €125 to €120 cited by analysts. Analyst Commentary Recent research shows a split view on Brunello Cucinelli, with some analysts trimming price targets while others reaffirm a positive stance on the shares.
PIRC
€6.15
Pirelli & C
7D
1.4%
1Y
22.2%

PIRC: High Value Mix And Cash Returns Will Support Future Re Rating

Analysts have made a modest adjustment to the average price target for Pirelli & C., reflecting a blend of a €0.20 uplift at one firm and a €0.40 trim at another. The latest views are supported by a focus on cash returns and higher value tire exposure.
BRE
€8.54
Brembo
7D
3.2%
1Y
12.7%
DDM
€5.75
Dedem
7D
-12.2%
1Y
n/a
CIR
€0.68
CIR. - Compagnie Industriali Riunite
7D
-2.6%
1Y
23.9%
SFER
€8.25
Salvatore Ferragamo
7D
9.3%
1Y
72.2%