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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis

UpdatedApr 10, 2026
DataAggregated Company Financials
Companies70
  • 7D2.3%
  • 3M-9.9%
  • 1Y-7.1%
  • YTD-8.9%

The Consumer Discretionary industry is up 2.3% in the last week, with Ferrari up 1.6%. However, the industry is down 7.1% over the past year. As for the next few years, earnings are expected to grow by 22% per annum.

Sector Valuation and Performance

Has the Italian Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Apr 2026€127.1b€201.1b-€18,301,763,741.0016.2x-6.9x0.6x
Sun, 08 Mar 2026€125.2b€201.3b-€18,370,334,112.0016.6x-6.8x0.6x
Tue, 03 Feb 2026€127.2b€192.6b€1.5b18.2x87.6x0.7x
Thu, 01 Jan 2026€138.1b€192.6b€1.5b17.2x95.2x0.7x
Sat, 29 Nov 2025€140.9b€192.7b€1.5b17.1x96.9x0.7x
Mon, 27 Oct 2025€142.2b€192.6b€1.4b17.8x98.9x0.7x
Wed, 24 Sep 2025€150.9b€193.1b€1.5b20.1x104x0.8x
Fri, 22 Aug 2025€145.9b€193.1b€1.4b17.9x101.4x0.8x
Sun, 20 Jul 2025€151.5b€203.9b€9.3b15.5x16.2x0.7x
Tue, 17 Jun 2025€146.4b€203.8b€9.3b14.7x15.7x0.7x
Thu, 15 May 2025€159.7b€203.4b€9.3b15.9x17.2x0.8x
Sat, 12 Apr 2025€134.0b€202.9b€9.3b12.9x14.5x0.7x
Mon, 10 Mar 2025€86.6b€196.8b€7.8b13.9x11.2x0.4x
Wed, 05 Feb 2025€87.6b€216.8b€15.6b14.5x5.6x0.4x
Fri, 03 Jan 2025€84.3b€216.8b€15.6b13.4x5.4x0.4x
Sun, 01 Dec 2024€80.5b€216.8b€15.6b12.9x5.1x0.4x
Tue, 29 Oct 2024€84.1b€219.3b€15.6b13.8x5.4x0.4x
Thu, 26 Sep 2024€85.2b€219.2b€15.6b14.4x5.5x0.4x
Sat, 24 Aug 2024€92.4b€218.6b€15.6b14.2x5.9x0.4x
Mon, 22 Jul 2024€120.2b€231.9b€20.9b13.8x5.7x0.5x
Wed, 19 Jun 2024€123.5b€232.0b€21.0b13.8x5.9x0.5x
Fri, 17 May 2024€136.0b€233.3b€21.0b13.8x6.5x0.6x
Sun, 14 Apr 2024€150.1b€236.7b€21.2b13.5x7.1x0.6x
Tue, 12 Mar 2024€156.3b€236.1b€21.2b13.4x7.4x0.7x
Thu, 08 Feb 2024€119.4b€236.6b€22.2b13.6x5.4x0.5x
Sat, 06 Jan 2024€115.0b€241.2b€22.2b13x5.2x0.5x
Mon, 04 Dec 2023€112.7b€241.1b€22.2b13.1x5.1x0.5x
Wed, 01 Nov 2023€101.7b€241.4b€22.1b12.5x4.6x0.4x
Fri, 29 Sep 2023€106.5b€241.4b€22.1b15.1x4.8x0.4x
Sun, 27 Aug 2023€106.6b€241.0b€22.1b15.7x4.8x0.4x
Tue, 25 Jul 2023€107.4b€228.1b€19.1b15.7x5.6x0.5x
Thu, 22 Jun 2023€102.9b€228.1b€19.1b15.5x5.4x0.5x
Sat, 20 May 2023€104.9b€227.3b€19.1b17.6x5.5x0.5x
Mon, 17 Apr 2023€111.5b€227.0b€19.1b15.5x5.8x0.5x
Price to Earnings Ratio

5.8x


Total Market Cap: €111.5bTotal Earnings: €19.1bTotal Revenue: €227.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Consumer Discretionary Sector Price to Earnings3Y Average 24x202420252026
Current Industry PE
  • Investors are optimistic on the Italian Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading close to its 3-year average PS ratio of 0.56x.
Past Earnings Growth
  • Total earnings for the Consumer Discretionary industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 4.0% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the Italian Consumer Discretionary sector?

IT Market3.08%
Consumer Discretionary2.32%
Specialty Stores6.82%
Consumer Durables5.47%
Hospitality4.42%
Luxury2.67%
Auto Components2.43%
Leisure2.30%
Auto1.75%
General Merchandise and Department Stores0.76%
Online Retail and Ecommerce0%0
Retail Distributors-2.13%
Consumer Services-2.52%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 87.9x.
    • Analysts are expecting annual earnings growth of 28.5%, which is lower than the prior year's growth of 42.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 59% over the next 5 years.
  • This is better than its past earnings growth rate of 5.3% per year.
  • In contrast, the Auto Components industry is expected to see its earnings grow by 7.8% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
RACE Ferrari€301.652.1%
+€1.1b		-18.5%PE33.3x
STLAM Stellantis€6.894.7%
+€901.1m		-10.1%PS0.1x
BC Brunello Cucinelli€83.849.2%
+€478.7m		-10.9%PE42.2x
DLG De'Longhi€33.947.7%
+€364.8m		29.3%PE16x
MONC Moncler€54.382.3%
+€331.3m		2.6%PE23.6x

Latest News

FPE
€36.80
Fope
7D
-1.1%
1Y
26.9%
BC
€83.84
Brunello Cucinelli
7D
9.2%
1Y
-10.9%

BC: Premium P/E And Overweight Support Will Sustain Future Luxury Margin Resilience

Narrative Update The updated analyst price target for Brunello Cucinelli moves slightly lower to about €104 from roughly €106, reflecting modest tweaks to fair value, discount rate, growth and margin assumptions after recent target reductions from €105 to €100 and from €125 to €120 cited by analysts. Analyst Commentary Recent research shows a split view on Brunello Cucinelli, with some analysts trimming price targets while others reaffirm a positive stance on the shares.
PTR
€2.70
Pattern
7D
-3.6%
1Y
-50.0%
TGYM
€19.50
Technogym
7D
6.8%
1Y
87.1%
PIRC
€6.15
Pirelli & C
7D
2.8%
1Y
26.1%

PIRC: High Value Mix And Cash Returns Will Support Future Re Rating

Analysts have made a modest adjustment to the average price target for Pirelli & C., reflecting a blend of a €0.20 uplift at one firm and a €0.40 trim at another. The latest views are supported by a focus on cash returns and higher value tire exposure.
YACHT
€4.03
Ferretti
7D
-1.8%
1Y
67.1%
RACE
€301.65
Ferrari
7D
2.1%
1Y
-18.5%

RACE: Future Dividend Plans And 2026 Guidance Will Support Measured Outlook

Analysts have adjusted their Ferrari price target from €310 to €300, citing minor changes in fair value assumptions, including slightly revised estimates for the discount rate, revenue growth, profit margin and future P/E. What's in the News Ferrari intends to recommend a dividend of €3.615 per common share, corresponding to a total distribution of about €640 million, subject to shareholder approval at the Annual General Meeting scheduled for April 15, 2026 (Key Developments).
STLAM
€6.89
Stellantis
7D
4.7%
1Y
-10.1%

STLAM: 2027 Margin Expansion And EV Partnerships Are Expected To Improve Upside

Analysts have trimmed the implied fair value for Stellantis by about €0.59, reflecting a series of reduced price targets and more cautious assumptions around revenue growth. This has been partially offset by slightly higher profit margin expectations and a lower future P/E of 5.80x.
MONC
€54.38
Moncler
7D
2.3%
1Y
2.6%

MONC: Recent Rating Upgrades Will Support Premium Earnings Profile Upside

The analyst price target for Moncler has been nudged higher from €59.18 to €61.00 as analysts factor in slightly stronger revenue growth, a marginally higher profit margin, a lower discount rate and recent target hikes from several firms, alongside upgrades to more positive ratings. Analyst Commentary Recent research commentary on Moncler has been skewed toward more positive views, with several firms lifting price targets and, in some cases, upgrading ratings.
LTMC
€26.68
Lottomatica Group
7D
4.6%
1Y
48.2%

LTMC: Updated 2026 Guidance And Capital Returns Will Support Further Upside

Analysts have nudged the average price target for Lottomatica Group higher to around €29, reflecting a series of modest target lifts to €26.40, €29 and €33, supported by updated assumptions around discount rates and future P/E levels. Analyst Commentary Recent Street research around Lottomatica Group centers on a cluster of small price target revisions, with most analysts keeping positive ratings while fine tuning their assumptions.
DLG
€33.94
De'Longhi
7D
7.7%
1Y
29.3%
DDM
€6.55
Dedem
7D
-6.4%
1Y
n/a
ECNL
€1.37
Aquafil
7D
-3.7%
1Y
13.8%
PQ
€2.58
Piquadro
7D
-1.1%
1Y
31.6%
CFL
€1.93
Cofle
7D
-8.3%
1Y
-28.2%
PINF
€0.72
Pininfarina
7D
-5.0%
1Y
-4.7%