Narrative Update • Jul 10
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Italian (Borsa Italiana) Consumer Durables Industry Analysis
UpdatedJul 21, 2026
DataAggregated Company Financials
Companies12
- 7D3.0%
- 3M11.6%
- 1Y21.5%
- YTD3.6%
In the last week, the Consumer Durables industry is up 5.1%, with De'Longhi up 3.8%. In the same time, Elica was down 5.5%. This takes the industry's 12 month performance to a gain of 24%. As for the next few years, earnings are expected to grow by 13% per annum.
Industry Valuation and Performance
Has the Italian Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | €6.8b | €6.0b | €346.0m | 12.3x | 19.7x | 1.1x |
| Thu, 18 Jun 2026 | €6.7b | €6.0b | €346.0m | 12.5x | 19.2x | 1.1x |
| Sat, 16 May 2026 | €6.5b | €6.0b | €347.5m | 11.6x | 18.7x | 1.1x |
| Mon, 13 Apr 2026 | €6.1b | €6.0b | €348.3m | 12.5x | 17.5x | 1x |
| Wed, 11 Mar 2026 | €6.3b | €5.9b | €382.6m | 15.8x | 16.6x | 1.1x |
| Fri, 06 Feb 2026 | €6.7b | €5.9b | €391.8m | 16.6x | 17x | 1.1x |
| Sun, 04 Jan 2026 | €6.6b | €5.9b | €391.8m | 16.8x | 16.8x | 1.1x |
| Tue, 02 Dec 2025 | €6.6b | €5.9b | €395.4m | 16.1x | 16.6x | 1.1x |
| Thu, 30 Oct 2025 | €5.9b | €5.8b | €402.0m | 15x | 14.6x | 1x |
| Sat, 27 Sep 2025 | €5.7b | €5.8b | €401.9m | 14.6x | 14.3x | 1x |
| Mon, 25 Aug 2025 | €5.9b | €5.8b | €405.5m | 14.4x | 14.5x | 1x |
| Wed, 23 Jul 2025 | €5.5b | €5.8b | €403.5m | 13.3x | 13.7x | 1x |
| Fri, 20 Jun 2025 | €5.3b | €5.8b | €403.5m | 12.9x | 13.1x | 0.9x |
| Sun, 18 May 2025 | €5.7b | €5.8b | €404.0m | 13.7x | 14.2x | 1x |
| Tue, 15 Apr 2025 | €5.2b | €5.6b | €397.3m | 12.9x | 13x | 0.9x |
| Thu, 13 Mar 2025 | €6.2b | €5.5b | €388.0m | 13.6x | 15.9x | 1.1x |
| Sat, 08 Feb 2025 | €6.3b | €5.5b | €385.8m | 14x | 16.4x | 1.1x |
| Mon, 06 Jan 2025 | €5.8b | €5.5b | €385.8m | 13.8x | 15.1x | 1.1x |
| Wed, 04 Dec 2024 | €5.6b | €5.6b | €379.9m | 13.3x | 14.7x | 1x |
| Fri, 01 Nov 2024 | €5.7b | €5.4b | €372.9m | 13.7x | 15.4x | 1.1x |
| Sun, 29 Sep 2024 | €5.6b | €5.4b | €368.7m | 15.1x | 15.2x | 1x |
| Tue, 27 Aug 2024 | €5.7b | €5.4b | €363.7m | 15.7x | 15.6x | 1x |
| Thu, 25 Jul 2024 | €6.2b | €5.4b | €359.4m | 17.1x | 17.2x | 1.2x |
| Sat, 22 Jun 2024 | €6.3b | €5.4b | €359.4m | 16.7x | 17.5x | 1.2x |
| Mon, 20 May 2024 | €6.2b | €5.5b | €382.6m | 15x | 16.2x | 1.1x |
| Wed, 17 Apr 2024 | €7.7b | €8.6b | €563.9m | 13.4x | 13.6x | 0.9x |
| Fri, 15 Mar 2024 | €8.6b | €8.6b | €568.6m | 11.8x | 15x | 1x |
| Sun, 11 Feb 2024 | €7.7b | €8.2b | €489.1m | 11.5x | 15.8x | 0.9x |
| Tue, 09 Jan 2024 | €8.3b | €8.2b | €490.9m | 12.6x | 17x | 1x |
| Thu, 07 Dec 2023 | €7.7b | €8.2b | €491.6m | 10.9x | 15.7x | 0.9x |
| Sat, 04 Nov 2023 | €6.9b | €8.1b | €464.4m | 10x | 14.8x | 0.8x |
| Mon, 02 Oct 2023 | €6.7b | €8.1b | €459.5m | 11.7x | 14.5x | 0.8x |
| Wed, 30 Aug 2023 | €7.7b | €8.1b | €464.7m | 14x | 16.7x | 1x |
| Fri, 28 Jul 2023 | €7.6b | €7.7b | €416.4m | 12.2x | 18.3x | 1x |
Price to Earnings Ratio
18.3x
Current Industry PE
- Investors are optimistic on the Italian Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 20.1x which is higher than its 3-year average PE of 15.7x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have declined 6.0% per year over the last three years,
- Revenues have also declined 7.9% 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 industry?
| IT Market | -1.20% | |
| Consumer Discretionary | 0.012% | |
| Consumer Durables | 2.98% | |
| Household Appliances | 3.30% | |
| Homebuilding | 2.14% | |
| Consumer Electronics | -0.69% | |
| Housewares and Specialties | -4.02% | |
| Home Furnishings | -5.70% | |
Industry PE
- Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 15.7x.
- Analysts are expecting annual earnings growth of 10.7%, which is lower than the prior year's growth of 18.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 136% over the next 5 years.
- In contrast, the Household Appliances industry is expected to see its earnings grow by 11% 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 | €39.14 | 3.8% +€212.3m | 33.9% | PE18.3x | |
| ABT Abitare In | €2.86 | 2.1% +€1.5m | -6.4% | PS1x |
