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Italian (Borsa Italiana) Consumer Discretionary Sector Analysis

UpdatedJan 31, 2026
DataAggregated Company Financials
Companies70
  • 7D-1.0%
  • 3M-9.3%
  • 1Y-24.0%
  • YTD-9.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.4%, driven by Ferrari declining 1.2%. In contrast, Safilo Group has gained 6.5%. The industry has fallen 24% in the last year. As for the next few years, earnings are expected to grow by 19% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 31 Jan 2026€126.1b€192.6b€1.5b18.3x86.8x0.7x
Mon, 29 Dec 2025€138.3b€192.7b€1.4b17.2x95.4x0.7x
Wed, 26 Nov 2025€138.6b€192.7b€1.5b17.2x95.2x0.7x
Fri, 24 Oct 2025€140.2b€192.6b€1.4b17.6x97.4x0.7x
Sun, 21 Sep 2025€148.9b€193.2b€1.5b19.4x102.5x0.8x
Tue, 19 Aug 2025€144.6b€193.1b€1.4b18.1x100.5x0.7x
Thu, 17 Jul 2025€150.0b€203.8b€9.3b15.3x16.1x0.7x
Sat, 14 Jun 2025€145.1b€203.8b€9.3b15.1x15.6x0.7x
Mon, 12 May 2025€152.5b€203.5b€9.3b15x16.4x0.7x
Wed, 09 Apr 2025€136.1b€203.0b€9.3b12.9x14.7x0.7x
Fri, 07 Mar 2025€88.3b€196.7b€7.8b13.9x11.3x0.4x
Sun, 02 Feb 2025€89.7b€216.8b€15.6b14.4x5.7x0.4x
Tue, 31 Dec 2024€84.1b€216.8b€15.6b13.5x5.4x0.4x
Thu, 28 Nov 2024€79.3b€216.8b€15.6b13x5.1x0.4x
Sat, 26 Oct 2024€83.9b€219.3b€15.6b13.8x5.4x0.4x
Mon, 23 Sep 2024€83.9b€219.2b€15.6b14.4x5.4x0.4x
Wed, 21 Aug 2024€90.7b€218.6b€15.6b14x5.8x0.4x
Fri, 19 Jul 2024€122.3b€231.9b€20.9b13.8x5.8x0.5x
Sun, 16 Jun 2024€122.6b€232.0b€21.0b13.7x5.8x0.5x
Tue, 14 May 2024€135.2b€233.5b€21.0b13.7x6.4x0.6x
Thu, 11 Apr 2024€153.9b€236.7b€21.2b13.3x7.2x0.7x
Sat, 09 Mar 2024€155.4b€236.1b€21.2b13.4x7.3x0.7x
Mon, 05 Feb 2024€120.6b€241.2b€22.2b13.4x5.4x0.5x
Wed, 03 Jan 2024€118.9b€241.2b€22.2b13x5.4x0.5x
Fri, 01 Dec 2023€112.0b€241.1b€22.2b13.1x5.1x0.5x
Sun, 29 Oct 2023€100.3b€241.4b€22.1b12.3x4.5x0.4x
Tue, 26 Sep 2023€107.3b€241.4b€22.1b15.1x4.8x0.4x
Thu, 24 Aug 2023€106.8b€241.0b€22.1b15.9x4.8x0.4x
Sat, 22 Jul 2023€106.6b€228.1b€19.1b15.7x5.6x0.5x
Mon, 19 Jun 2023€106.6b€228.1b€19.1b16x5.6x0.5x
Wed, 17 May 2023€102.5b€227.3b€19.1b17.5x5.4x0.5x
Fri, 14 Apr 2023€110.0b€226.7b€19.2b15.9x5.7x0.5x
Sun, 12 Mar 2023€108.9b€226.1b€19.1b19x5.7x0.5x
Tue, 07 Feb 2023€103.2b€210.4b€17.8b18.4x5.8x0.5x
Price to Earnings Ratio

5.8x


Total Market Cap: €103.2bTotal Earnings: €17.8bTotal Revenue: €210.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Consumer Discretionary Sector Price to Earnings3Y Average 22.4x202420252026
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 86.4x which is higher than its 3-year average PE of 22.3x.
  • 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 Market1.15%
Consumer Discretionary-1.00%
Consumer Services0.92%
Specialty Stores0.60%
Retail Distributors0%0
Online Retail and Ecommerce0%0
Hospitality-0.22%
Consumer Durables-0.47%
Auto-0.87%
Luxury-1.27%
Auto Components-1.32%
Leisure-2.37%
General Merchandise and Department Stores-3.12%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 110x.
    • Analysts are expecting annual earnings growth of 61.5%, 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?

CompanyLast Price7D1YValuation
SFL Safilo Group€2.136.5%
+€53.9m		98.0%PE19x
BRE Brembo€10.140.4%
+€12.8m		7.7%PE14.2x
NOVA Novamarine€9.008.4%
+€8.7m		148.6%PE37.8x
DDM Dedem€5.6015.7%
+€6.3m		n/an/a
PWS Powersoft€16.101.9%
+€3.9m		19.3%PE18.3x

Latest News

SFL
€2.13
Safilo Group
7D
6.5%
1Y
98.0%

Is It Too Late To Consider Buying Safilo Group S.p.A. (BIT:SFL)?

Jan 30
Is It Too Late To Consider Buying Safilo Group S.p.A. (BIT:SFL)?
TGYM
€17.58
Technogym
7D
-2.4%
1Y
56.4%

Is Now An Opportune Moment To Examine Technogym S.p.A. (BIT:TGYM)?

Jan 30
Is Now An Opportune Moment To Examine Technogym S.p.A. (BIT:TGYM)?
MONC
€49.01
Moncler
7D
-1.2%
1Y
-20.0%

MONC: Premium Earnings Profile Will Support Upside Despite Softer Street Pricing

Analysts have made a small upward adjustment to their fair value estimate for Moncler to about €59.18 per share, despite a recent cut in a prominent Street price target to €51. This reflects updated assumptions on the discount rate, revenue growth, profit margin and future P/E.
BC
€80.60
Brunello Cucinelli
7D
-1.7%
1Y
-35.3%

BC: Refined Revenue And Margin Assumptions Will Support Future Upside Potential

Analysts have slightly increased their fair value estimate for Brunello Cucinelli to €109.50, supported by updated assumptions around revenue growth, profit margins, discount rate and future P/E that refine rather than overhaul the prior view. Valuation Changes The fair value estimate has been adjusted marginally from €109.43 to €109.50 per share, reflecting a very small refinement in the model.
RACE
€280.80
Ferrari
7D
-1.2%
1Y
-32.6%

RACE: Buybacks And Premium Partnerships Will Drive Future Capital Returns

Analysts have kept their fair value estimate for Ferrari steady at US$435.00, indicating that only minor adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E do not materially change their overall view on the stock. What's in the News Ferrari completed a share buyback program announced on June 16, 2022, repurchasing a total of 6,015,933 shares, or 3.34% of its share capital, for €2,000 million.
PIRC
€6.35
Pirelli & C
7D
-2.2%
1Y
9.0%

PIRC: High Value Focus And Cash Returns Will Drive Long Term Upside

Analysts have nudged their fair value estimate for Pirelli & C. slightly higher to €6.97 from €6.83, reflecting tweaked assumptions around discount rates, revenue growth, profit margins and future P/E, as well as a mixed research backdrop that includes a new Buy initiation with an €8 target alongside a recent downgrade to Hold with a €6.50 target.
BRE
€10.14
Brembo
7D
0.4%
1Y
7.7%

There Is A Reason Brembo N.V.'s (BIT:BRE) Price Is Undemanding

Jan 18
There Is A Reason Brembo N.V.'s (BIT:BRE) Price Is Undemanding
PIA
€1.74
Piaggio & C
7D
-4.3%
1Y
-19.3%

PIA: Future Board Timetable Will Support Repriced Earnings Multiple Potential

Analysts have slightly reduced their price target for Piaggio & C., reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Board meeting scheduled for March 5, 2026, to examine the financial statements as of December 31, 2025 (Key Developments) Board meeting set for May 8, 2026, to consider approval of the interim management statements as of March 31, 2026 (Key Developments) Board meeting planned for July 28, 2026, to review and approve the half yearly report as of June 30, 2026 (Key Developments) Valuation Changes Fair Value was reduced slightly from €4.01 to €3.89 per share, reflecting more conservative inputs to the model.
SL
€32.25
Sanlorenzo
7D
-3.2%
1Y
-9.7%
SFER
€6.62
Salvatore Ferragamo
7D
-5.9%
1Y
-14.3%

Estimating The Intrinsic Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)

Jan 13
Estimating The Intrinsic Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)
COSMO
€0.61
Farmacosmo
7D
3.8%
1Y
-22.3%

Farmacosmo S.p.A.'s (BIT:COSMO) 35% Share Price Surge Not Quite Adding Up

Jan 06
Farmacosmo S.p.A.'s (BIT:COSMO) 35% Share Price Surge Not Quite Adding Up
SAB
€13.80
Sabaf
7D
1.8%
1Y
-11.3%
NOVA
€9.00
Novamarine
7D
8.4%
1Y
148.6%
EGB
€0.64
E-Globe
7D
17.6%
1Y
-26.2%

E-Globe (BIT:EGB) Is Carrying A Fair Bit Of Debt

Oct 24
E-Globe (BIT:EGB) Is Carrying A Fair Bit Of Debt
PWS
€16.10
Powersoft
7D
1.9%
1Y
19.3%

Bearish: This Analyst Is Revising Their Powersoft S.p.A. (BIT:PWS) Revenue and EPS Prognostications

Oct 04
Bearish: This Analyst Is Revising Their Powersoft S.p.A. (BIT:PWS) Revenue and EPS Prognostications
DDM
€5.60
Dedem
7D
15.7%
1Y
n/a