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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedDec 04, 2025
DataAggregated Company Financials
Companies71
- 7D3.4%
- 3M-3.1%
- 1Y-7.9%
- YTD-8.8%
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 |
|---|---|---|---|---|---|---|
| Thu, 04 Dec 2025 | €143.3b | €192.7b | €1.5b | 17.3x | 98.6x | 0.7x |
| Sat, 01 Nov 2025 | €138.7b | €192.6b | €1.4b | 17.5x | 96x | 0.7x |
| Mon, 29 Sep 2025 | €144.8b | €193.1b | €1.4b | 18x | 100.2x | 0.7x |
| Wed, 27 Aug 2025 | €146.6b | €193.1b | €1.4b | 19.2x | 101.9x | 0.8x |
| Fri, 25 Jul 2025 | €151.9b | €203.9b | €9.3b | 15.5x | 16.3x | 0.7x |
| Sun, 22 Jun 2025 | €143.2b | €203.8b | €9.3b | 15.2x | 15.4x | 0.7x |
| Tue, 20 May 2025 | €158.0b | €203.6b | €9.3b | 15.6x | 16.9x | 0.8x |
| Thu, 17 Apr 2025 | €139.6b | €202.9b | €9.3b | 14x | 15.1x | 0.7x |
| Sat, 15 Mar 2025 | €159.0b | €203.6b | €9.3b | 14.3x | 17.1x | 0.8x |
| Mon, 10 Feb 2025 | €87.8b | €216.8b | €15.6b | 14.3x | 5.6x | 0.4x |
| Wed, 08 Jan 2025 | €84.0b | €216.8b | €15.6b | 14x | 5.4x | 0.4x |
| Fri, 06 Dec 2024 | €81.8b | €216.8b | €15.6b | 13.2x | 5.2x | 0.4x |
| Sun, 03 Nov 2024 | €82.7b | €219.4b | €15.6b | 13.5x | 5.3x | 0.4x |
| Tue, 01 Oct 2024 | €84.5b | €219.2b | €15.6b | 14x | 5.4x | 0.4x |
| Thu, 29 Aug 2024 | €92.2b | €218.6b | €15.6b | 14.4x | 5.9x | 0.4x |
| Sat, 27 Jul 2024 | €110.8b | €232.0b | €21.0b | 13.9x | 5.3x | 0.5x |
| Mon, 24 Jun 2024 | €123.0b | €232.0b | €21.0b | 13.6x | 5.9x | 0.5x |
| Wed, 22 May 2024 | €131.7b | €233.3b | €21.0b | 13.6x | 6.3x | 0.6x |
| Fri, 19 Apr 2024 | €150.1b | €236.6b | €21.2b | 13.2x | 7.1x | 0.6x |
| Sun, 17 Mar 2024 | €160.1b | €236.3b | €21.3b | 13.5x | 7.5x | 0.7x |
| Tue, 13 Feb 2024 | €124.1b | €236.6b | €22.2b | 13.8x | 5.6x | 0.5x |
| Thu, 11 Jan 2024 | €117.3b | €241.2b | €22.2b | 13.2x | 5.3x | 0.5x |
| Sat, 09 Dec 2023 | €117.4b | €241.1b | €22.2b | 13.2x | 5.3x | 0.5x |
| Mon, 06 Nov 2023 | €107.4b | €241.4b | €22.2b | 12.8x | 4.8x | 0.4x |
| Wed, 04 Oct 2023 | €106.3b | €241.4b | €22.1b | 14.7x | 4.8x | 0.4x |
| Fri, 01 Sep 2023 | €109.3b | €241.2b | €22.1b | 16x | 4.9x | 0.5x |
| Sun, 30 Jul 2023 | €113.9b | €238.9b | €22.1b | 15.9x | 5.2x | 0.5x |
| Tue, 27 Jun 2023 | €101.2b | €228.1b | €19.1b | 15.2x | 5.3x | 0.4x |
| Thu, 25 May 2023 | €100.0b | €227.5b | €19.1b | 16.5x | 5.2x | 0.4x |
| Sat, 22 Apr 2023 | €107.7b | €227.0b | €19.1b | 16.8x | 5.6x | 0.5x |
| Mon, 20 Mar 2023 | €103.0b | €226.4b | €19.1b | 15.5x | 5.4x | 0.5x |
| Wed, 15 Feb 2023 | €104.6b | €210.4b | €17.8b | 18.7x | 5.9x | 0.5x |
| Fri, 13 Jan 2023 | €98.4b | €210.4b | €17.8b | 18.5x | 5.5x | 0.5x |
| Sun, 11 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 | 0.34% | |
| Consumer Discretionary | 3.36% | |
| Retail Distributors | 10.58% | |
| Auto | 4.48% | |
| Auto Components | 3.58% | |
| Luxury | 1.96% | |
| Hospitality | 1.75% | |
| General Merchandise and Department Stores | 0.16% | |
| Online Retail and Ecommerce | 0% | 0 |
| Specialty Stores | -0.76% | |
| Leisure | -0.84% | |
| Consumer Durables | -1.44% | |
| Consumer Services | -1.89% | |
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 | €9.83 | 9.9% +€2.6b | -18.7% | PS0.2x | |
| RACE Ferrari | €340.10 | 2.2% +€1.3b | -19.9% | PE37.7x | |
| PIRC Pirelli & C | €6.17 | 4.3% +€254.0m | 17.7% | PE12.4x | |
| MONC Moncler | €58.04 | 1.5% +€233.6m | 22.3% | PE25.7x | |
| BC Brunello Cucinelli | €93.32 | 3.5% +€216.1m | -3.1% | PE48.1x |
