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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedNov 25, 2025
DataAggregated Company Financials
Companies71
- 7D2.1%
- 3M-3.8%
- 1Y-7.1%
- YTD-10.3%
Over the last 7 days, the Consumer Discretionary industry has risen 2.1%, driven by gains from Stellantis of 5.5%. In contrast, the industry has lost 7.1% in the last 12 months. 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 |
|---|---|---|---|---|---|---|
| Tue, 02 Dec 2025 | €138.0b | €192.7b | €1.5b | 17.2x | 94.9x | 0.7x |
| Thu, 30 Oct 2025 | €139.4b | €192.6b | €1.4b | 17.4x | 96.5x | 0.7x |
| Sat, 27 Sep 2025 | €144.8b | €193.1b | €1.4b | 18x | 100.1x | 0.7x |
| Mon, 25 Aug 2025 | €148.1b | €193.1b | €1.4b | 18.4x | 103x | 0.8x |
| Wed, 23 Jul 2025 | €149.2b | €203.9b | €9.3b | 15.3x | 16x | 0.7x |
| Fri, 20 Jun 2025 | €142.4b | €203.8b | €9.3b | 15x | 15.3x | 0.7x |
| Sun, 18 May 2025 | €160.3b | €203.6b | €9.3b | 15.8x | 17.2x | 0.8x |
| Tue, 15 Apr 2025 | €137.3b | €203.0b | €9.3b | 13.5x | 14.8x | 0.7x |
| Thu, 13 Mar 2025 | €85.5b | €196.9b | €7.8b | 13.8x | 11x | 0.4x |
| Sat, 08 Feb 2025 | €87.8b | €216.8b | €15.6b | 14.3x | 5.6x | 0.4x |
| Mon, 06 Jan 2025 | €80.5b | €216.8b | €15.6b | 13.6x | 5.2x | 0.4x |
| Wed, 04 Dec 2024 | €79.1b | €216.8b | €15.6b | 13.3x | 5.1x | 0.4x |
| Fri, 01 Nov 2024 | €81.8b | €219.3b | €15.6b | 13.7x | 5.2x | 0.4x |
| Sun, 29 Sep 2024 | €91.2b | €219.2b | €15.6b | 14.7x | 5.8x | 0.4x |
| Tue, 27 Aug 2024 | €92.3b | €218.6b | €15.6b | 14.5x | 5.9x | 0.4x |
| Thu, 25 Jul 2024 | €118.1b | €231.9b | €20.9b | 13.9x | 5.6x | 0.5x |
| Sat, 22 Jun 2024 | €123.4b | €232.0b | €21.0b | 13.6x | 5.9x | 0.5x |
| Mon, 20 May 2024 | €134.6b | €233.3b | €21.0b | 13.8x | 6.4x | 0.6x |
| Wed, 17 Apr 2024 | €152.8b | €236.7b | €21.2b | 13.5x | 7.2x | 0.6x |
| Fri, 15 Mar 2024 | €158.5b | €236.2b | €21.3b | 13.3x | 7.5x | 0.7x |
| Sun, 11 Feb 2024 | €122.6b | €236.6b | €22.2b | 13.8x | 5.5x | 0.5x |
| Tue, 09 Jan 2024 | €116.5b | €241.2b | €22.2b | 13.1x | 5.3x | 0.5x |
| Thu, 07 Dec 2023 | €116.7b | €241.1b | €22.2b | 13.2x | 5.3x | 0.5x |
| Sat, 04 Nov 2023 | €107.4b | €241.4b | €22.1b | 12.8x | 4.9x | 0.4x |
| Mon, 02 Oct 2023 | €107.2b | €241.4b | €22.1b | 15.1x | 4.8x | 0.4x |
| Wed, 30 Aug 2023 | €109.5b | €241.0b | €22.1b | 15.8x | 5x | 0.5x |
| Fri, 28 Jul 2023 | €108.1b | €228.2b | €19.1b | 15.8x | 5.7x | 0.5x |
| Sun, 25 Jun 2023 | €101.1b | €228.1b | €19.1b | 15.2x | 5.3x | 0.4x |
| Tue, 23 May 2023 | €104.6b | €227.5b | €19.1b | 16.5x | 5.5x | 0.5x |
| Thu, 20 Apr 2023 | €110.5b | €227.0b | €19.1b | 15.4x | 5.8x | 0.5x |
| Sat, 18 Mar 2023 | €103.4b | €226.9b | €19.1b | 17.9x | 5.4x | 0.5x |
| Mon, 13 Feb 2023 | €102.8b | €210.4b | €17.8b | 18.5x | 5.8x | 0.5x |
| Wed, 11 Jan 2023 | €97.6b | €210.4b | €17.8b | 18.8x | 5.5x | 0.5x |
| Fri, 09 Dec 2022 | €93.4b | €210.4b | €17.8b | 17.1x | 5.3x | 0.4x |
Price to Earnings Ratio
5.3x
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 94.9x which is higher than its 3-year average PE of 17.5x.
- The industry is trading close to its 3-year average PS ratio of 0.53x.
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 | 2.20% | |
| Consumer Discretionary | 2.05% | |
| Hospitality | 7.86% | |
| Luxury | 3.14% | |
| Auto | 1.69% | |
| Leisure | 1.55% | |
| General Merchandise and Department Stores | 0.95% | |
| Auto Components | 0.94% | |
| Consumer Durables | 0.15% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -0.62% | |
| Retail Distributors | -0.92% | |
| Specialty Stores | -1.03% | |
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 35.0%, 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 9.7% 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 | €9.23 | 5.5% +€1.4b | -21.5% | PS0.2x | |
| MONC Moncler | €58.12 | 3.0% +€467.1m | 24.7% | PE25.8x | |
| LTMC Lottomatica Group | €21.90 | 7.5% +€382.5m | 73.8% | PE37.8x | |
| BC Brunello Cucinelli | €92.08 | 4.3% +€255.5m | -2.3% | PE47.5x | |
| PIRC Pirelli & C | €6.01 | 1.3% +€80.0m | 16.5% | PE12.1x |
