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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedDec 13, 2025
DataAggregated Company Financials
Companies71
- 7D-4.5%
- 3M-5.1%
- 1Y-15.0%
- YTD-11.7%
Over the last 7 days, the Consumer Discretionary industry has dropped 4.5%, driven by a pullback from Ferrari of 8.0%. The industry has fallen 15% in the last year. Earnings are forecast to grow by 22% 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, 13 Dec 2025 | €138.8b | €192.7b | €1.5b | 17.5x | 95.5x | 0.7x |
| Mon, 10 Nov 2025 | €139.5b | €192.7b | €1.5b | 17.2x | 95.5x | 0.7x |
| Wed, 08 Oct 2025 | €153.7b | €192.6b | €1.4b | 18.2x | 107x | 0.8x |
| Fri, 05 Sep 2025 | €148.3b | €193.1b | €1.5b | 19.1x | 101.6x | 0.8x |
| Sun, 03 Aug 2025 | €138.3b | €193.2b | €1.5b | 16.3x | 91.1x | 0.7x |
| Tue, 01 Jul 2025 | €147.9b | €203.8b | €9.3b | 15.5x | 15.9x | 0.7x |
| Thu, 29 May 2025 | €152.8b | €203.5b | €9.3b | 16.1x | 16.4x | 0.8x |
| Sat, 26 Apr 2025 | €143.8b | €202.9b | €9.3b | 15.1x | 15.5x | 0.7x |
| Mon, 24 Mar 2025 | €156.0b | €203.2b | €9.3b | 14.4x | 16.8x | 0.8x |
| Wed, 19 Feb 2025 | €93.8b | €216.8b | €15.6b | 13.8x | 6x | 0.4x |
| Fri, 17 Jan 2025 | €83.9b | €216.8b | €15.6b | 13.4x | 5.4x | 0.4x |
| Sun, 15 Dec 2024 | €86.3b | €216.8b | €15.6b | 13.3x | 5.5x | 0.4x |
| Tue, 12 Nov 2024 | €82.3b | €219.0b | €15.6b | 13.3x | 5.3x | 0.4x |
| Thu, 10 Oct 2024 | €82.8b | €219.3b | €15.6b | 13.6x | 5.3x | 0.4x |
| Sat, 07 Sep 2024 | €86.6b | €218.7b | €15.6b | 14.3x | 5.6x | 0.4x |
| Mon, 05 Aug 2024 | €102.6b | €218.6b | €15.6b | 14.1x | 6.6x | 0.5x |
| Wed, 03 Jul 2024 | €120.7b | €232.0b | €20.9b | 13.3x | 5.8x | 0.5x |
| Fri, 31 May 2024 | €132.1b | €233.4b | €21.0b | 13.8x | 6.3x | 0.6x |
| Sun, 28 Apr 2024 | €145.2b | €236.6b | €21.2b | 13.3x | 6.8x | 0.6x |
| Tue, 26 Mar 2024 | €163.3b | €236.6b | €21.2b | 13.6x | 7.7x | 0.7x |
| Thu, 22 Feb 2024 | €127.6b | €236.5b | €22.2b | 13.3x | 5.7x | 0.5x |
| Sat, 20 Jan 2024 | €112.7b | €241.2b | €22.2b | 12.9x | 5.1x | 0.5x |
| Mon, 18 Dec 2023 | €119.6b | €241.2b | €22.2b | 12.9x | 5.4x | 0.5x |
| Wed, 15 Nov 2023 | €108.4b | €241.2b | €22.2b | 12.9x | 4.9x | 0.4x |
| Fri, 13 Oct 2023 | €107.9b | €241.5b | €22.1b | 12.9x | 4.9x | 0.4x |
| Sun, 10 Sep 2023 | €107.0b | €241.2b | €22.1b | 16.6x | 4.8x | 0.4x |
| Tue, 08 Aug 2023 | €112.1b | €241.0b | €22.1b | 16.2x | 5.1x | 0.5x |
| Thu, 06 Jul 2023 | €106.1b | €228.1b | €19.1b | 16x | 5.5x | 0.5x |
| Sat, 03 Jun 2023 | €102.1b | €227.4b | €19.1b | 16.5x | 5.3x | 0.4x |
| Mon, 01 May 2023 | €104.3b | €227.0b | €19.1b | 16.7x | 5.5x | 0.5x |
| Wed, 29 Mar 2023 | €105.1b | €226.5b | €19.1b | 16x | 5.5x | 0.5x |
| Fri, 24 Feb 2023 | €109.4b | €210.4b | €17.8b | 19.3x | 6.2x | 0.5x |
| Sun, 22 Jan 2023 | €97.5b | €210.3b | €17.8b | 19.1x | 5.5x | 0.5x |
| Tue, 20 Dec 2022 | €91.0b | €210.4b | €17.8b | 17.7x | 5.1x | 0.4x |
Price to Earnings Ratio
5.1x
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 95.5x which is higher than its 3-year average PE of 18.5x.
- 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 | 0.023% | |
| Consumer Discretionary | -4.53% | |
| Retail Distributors | 4.88% | |
| Hospitality | 1.27% | |
| Online Retail and Ecommerce | 0% | 0 |
| General Merchandise and Department Stores | 0% | 0 |
| Leisure | -0.41% | |
| Specialty Stores | -0.46% | |
| Consumer Services | -0.87% | |
| Consumer Durables | -0.98% | |
| Luxury | -1.79% | |
| Auto Components | -1.82% | |
| Auto | -6.47% | |
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 36.4%, 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 roughly in line with its past earnings growth rate.
- 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 | |
|---|---|---|---|---|---|
| BC Brunello Cucinelli | €96.14 | 1.4% +€89.7m | -7.6% | PE49.6x | |
| LTMC Lottomatica Group | €21.92 | 1.3% +€70.5m | 69.8% | PE37.8x | |
| SFL Safilo Group | €1.91 | 1.1% +€8.3m | 104.3% | PE17.1x | |
| SAB Sabaf | €14.50 | 2.8% +€5.0m | 0% | PE38x | |
| PINF Pininfarina | €0.84 | 5.5% +€3.5m | 21.1% | PS0.7x |
