Returns On Capital Are Showing Encouraging Signs At Ferretti (BIT:YACHT)
Feb 07
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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies71
- 7D-4.6%
- 3M-13.7%
- 1Y-27.7%
- YTD-13.2%
The Consumer Discretionary industry is up 1.1% in the last week, with Ferrari up 0.8%. In the same time, Dexelance was down 14%. However, the industry is down 26% over the past year. Earnings are forecast to grow by 19% 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 |
|---|---|---|---|---|---|---|
| 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 |
| Mon, 26 Jun 2023 | €101.1b | €228.1b | €19.1b | 15.2x | 5.3x | 0.4x |
| Wed, 24 May 2023 | €102.9b | €227.5b | €19.1b | 16.5x | 5.4x | 0.5x |
| Fri, 21 Apr 2023 | €107.7b | €227.0b | €19.1b | 16.9x | 5.6x | 0.5x |
| Sun, 19 Mar 2023 | €103.0b | €226.4b | €19.1b | 15.5x | 5.4x | 0.5x |
| Tue, 14 Feb 2023 | €104.0b | €210.4b | €17.8b | 19x | 5.9x | 0.5x |
Price to Earnings Ratio
5.9x
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 87.2x which is higher than its 3-year average PE of 22.9x.
- The industry is trading close to its 3-year average PS ratio of 0.55x.
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 | 0.87% | |
| Consumer Discretionary | -4.59% | |
| Retail Distributors | 3.57% | |
| Consumer Services | 3.08% | |
| Leisure | 2.58% | |
| Consumer Durables | 1.80% | |
| Auto Components | 0.79% | |
| General Merchandise and Department Stores | 0.64% | |
| Luxury | 0.13% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.093% | |
| Specialty Stores | -0.86% | |
| Auto | -8.37% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 129x.
- Analysts are expecting annual earnings growth of 61.0%, which is higher than its past year's earnings decline of 32.6% 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 9.4% 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 | |
|---|---|---|---|---|---|
| DLG De'Longhi | €38.22 | 2.7% +€152.4m | 15.1% | PE17.6x | |
| BC Brunello Cucinelli | €82.84 | 2.8% +€152.2m | -32.8% | PE42.7x | |
| BRE Brembo | €10.45 | 3.1% +€98.8m | 16.3% | PE14.6x | |
| TGYM Technogym | €18.02 | 2.5% +€87.6m | 61.5% | PE37.1x | |
| YACHT Ferretti | €3.77 | 5.0% +€60.9m | 30.5% | PE14.6x |
