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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedJan 22, 2026
DataAggregated Company Financials
Companies70
- 7D-5.4%
- 3M-9.6%
- 1Y-22.0%
- YTD-8.6%
Over the last 7 days, the Consumer Discretionary industry has dropped 6.0%, driven by Ferrari declining 7.0%. The industry has fallen 22% in the last 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 |
|---|---|---|---|---|---|---|
| Thu, 22 Jan 2026 | €127.0b | €192.6b | €1.5b | 17.9x | 87.4x | 0.7x |
| Sat, 20 Dec 2025 | €140.6b | €192.7b | €1.5b | 17.3x | 96.7x | 0.7x |
| Mon, 17 Nov 2025 | €143.2b | €192.8b | €1.5b | 16.8x | 97.8x | 0.7x |
| Wed, 15 Oct 2025 | €131.4b | €192.6b | €1.4b | 17.8x | 91.3x | 0.7x |
| Fri, 12 Sep 2025 | €147.5b | €193.2b | €1.5b | 19.6x | 101.6x | 0.8x |
| Sun, 10 Aug 2025 | €140.8b | €193.1b | €1.4b | 17.7x | 97.3x | 0.7x |
| Tue, 08 Jul 2025 | €148.5b | €203.8b | €9.3b | 15.6x | 15.9x | 0.7x |
| Thu, 05 Jun 2025 | €151.2b | €203.6b | €9.3b | 15.5x | 16.2x | 0.7x |
| Sat, 03 May 2025 | €146.7b | €203.2b | €9.2b | 14x | 15.9x | 0.7x |
| Mon, 31 Mar 2025 | €152.4b | €203.1b | €9.3b | 14.4x | 16.4x | 0.8x |
| Wed, 26 Feb 2025 | €92.3b | €216.8b | €15.6b | 14.4x | 5.9x | 0.4x |
| Fri, 24 Jan 2025 | €87.0b | €216.8b | €15.6b | 13.5x | 5.6x | 0.4x |
| Sun, 22 Dec 2024 | €83.1b | €216.8b | €15.6b | 13.3x | 5.3x | 0.4x |
| Tue, 19 Nov 2024 | €81.4b | €219.4b | €15.6b | 13.5x | 5.2x | 0.4x |
| Thu, 17 Oct 2024 | €81.7b | €219.3b | €15.6b | 13.7x | 5.2x | 0.4x |
| Sat, 14 Sep 2024 | €85.9b | €219.2b | €15.6b | 14.3x | 5.5x | 0.4x |
| Mon, 12 Aug 2024 | €99.5b | €218.6b | €15.6b | 14.1x | 6.4x | 0.5x |
| Wed, 10 Jul 2024 | €118.3b | €232.0b | €20.9b | 13.3x | 5.7x | 0.5x |
| Fri, 07 Jun 2024 | €132.3b | €233.2b | €21.0b | 13.7x | 6.3x | 0.6x |
| Sun, 05 May 2024 | €133.0b | €233.6b | €21.0b | 13.5x | 6.3x | 0.6x |
| Tue, 02 Apr 2024 | €160.8b | €236.7b | €21.2b | 13.3x | 7.6x | 0.7x |
| Thu, 29 Feb 2024 | €151.9b | €236.1b | €21.1b | 13.8x | 7.2x | 0.6x |
| Sat, 27 Jan 2024 | €115.2b | €241.2b | €22.2b | 13.1x | 5.2x | 0.5x |
| Mon, 25 Dec 2023 | €119.2b | €241.2b | €22.2b | 13x | 5.4x | 0.5x |
| Wed, 22 Nov 2023 | €107.6b | €241.1b | €22.2b | 12.9x | 4.9x | 0.4x |
| Fri, 20 Oct 2023 | €105.1b | €241.5b | €22.1b | 12.6x | 4.7x | 0.4x |
| Sun, 17 Sep 2023 | €109.8b | €241.3b | €22.1b | 15.3x | 5x | 0.5x |
| Tue, 15 Aug 2023 | €108.9b | €241.4b | €22.1b | 16.1x | 4.9x | 0.5x |
| Thu, 13 Jul 2023 | €109.2b | €228.1b | €19.1b | 15.9x | 5.7x | 0.5x |
| Sat, 10 Jun 2023 | €102.5b | €227.7b | €19.1b | 16.4x | 5.4x | 0.5x |
| Mon, 08 May 2023 | €103.5b | €227.1b | €19.1b | 16.5x | 5.4x | 0.5x |
| Wed, 05 Apr 2023 | €108.4b | €226.6b | €19.2b | 17.1x | 5.7x | 0.5x |
| Fri, 03 Mar 2023 | €110.7b | €225.1b | €19.2b | 19.9x | 5.8x | 0.5x |
| Sun, 29 Jan 2023 | €99.4b | €210.3b | €17.8b | 18.4x | 5.6x | 0.5x |
Price to Earnings Ratio
5.6x
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 87.5x which is higher than its 3-year average PE of 21.7x.
- 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 | -2.40% | |
| Consumer Discretionary | -5.44% | |
| Leisure | 1.90% | |
| Consumer Services | 1.32% | |
| Hospitality | 0.48% | |
| Retail Distributors | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -1.75% | |
| Auto Components | -2.16% | |
| Specialty Stores | -2.27% | |
| General Merchandise and Department Stores | -4.51% | |
| Auto | -6.62% | |
| Luxury | -6.91% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 84.8x.
- Analysts are expecting annual earnings growth of 60.8%, 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 9.5% 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 | |
|---|---|---|---|---|---|
| TGYM Technogym | €17.51 | 3.0% +€101.6m | 63.6% | PE36.1x | |
| LTMC Lottomatica Group | €20.50 | 0.6% +€30.2m | 45.8% | PE35.4x | |
| FPE Fope | €42.00 | 2.9% +€6.5m | 66.7% | PE18.3x | |
| PTR Pattern | €3.39 | 5.0% +€2.3m | -41.6% | PS0.4x | |
| NOVA Novamarine | €8.00 | 1.9% +€1.9m | 126.0% | PE33.6x |
