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Italian (Borsa Italiana) Luxury Industry Analysis

UpdatedDec 02, 2023
DataAggregated Company Financials
Companies22
  • 7D-1.3%
  • 3M-14.7%
  • 1Y-0.5%
  • YTD-3.1%

Over the last 7 days, the Luxury industry has dropped 1.3%, driven by Moncler declining 1.7%. Meanwhile, OVS actually outperformed within the industry, gaining 14% in the last week. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

Has the Italian Luxury Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 03 Dec 2023€23.9b€11.6b€763.3m15.1x31.3x2.1x
Tue, 31 Oct 2023€22.9b€11.6b€788.6m15x29x2x
Thu, 28 Sep 2023€24.2b€11.6b€788.8m17.1x30.7x2.1x
Sat, 26 Aug 2023€27.4b€11.4b€761.2m18.2x36x2.4x
Mon, 24 Jul 2023€28.2b€11.2b€903.2m17.1x31.3x2.5x
Wed, 21 Jun 2023€29.6b€11.2b€903.2m16.6x32.8x2.6x
Fri, 19 May 2023€29.4b€11.1b€902.3m17.7x32.5x2.6x
Sun, 16 Apr 2023€30.8b€11.1b€925.1m15.5x33.3x2.8x
Tue, 14 Mar 2023€27.4b€10.8b€889.1m21.5x30.8x2.5x
Thu, 09 Feb 2023€27.6b€10.5b€871.8m23x31.6x2.6x
Sat, 07 Jan 2023€25.3b€10.5b€871.8m22.6x29x2.4x
Mon, 05 Dec 2022€23.9b€10.5b€871.8m23.4x27.4x2.3x
Wed, 02 Nov 2022€21.8b€10.4b€875.3m22.1x25x2.1x
Fri, 30 Sep 2022€20.5b€10.4b€873.5m20.5x23.5x2x
Sun, 28 Aug 2022€22.4b€10.0b€801.8m21.5x27.9x2.2x
Tue, 26 Jul 2022€21.6b€9.5b€608.5m23.4x35.4x2.3x
Thu, 23 Jun 2022€18.4b€9.5b€608.5m21.2x30.3x1.9x
Sat, 21 May 2022€20.4b€9.4b€585.0m21.1x34.9x2.2x
Mon, 18 Apr 2022€23.6b€9.2b€648.5m27.1x36.4x2.6x
Wed, 16 Mar 2022€22.0b€9.1b€670.1m29.2x32.8x2.4x
Fri, 11 Feb 2022€26.6b€8.5b€575.3m28.4x46.3x3.1x
Sun, 09 Jan 2022€28.9b€8.5b€575.3m27.6x50.3x3.4x
Tue, 07 Dec 2021€29.8b€8.5b€575.3m26.5x51.9x3.5x
Thu, 04 Nov 2021€28.3b€8.4b€584.2m36.6x48.5x3.4x
Sat, 02 Oct 2021€24.9b€8.4b€574.7m31.6x43.3x3x
Mon, 30 Aug 2021€25.0b€8.1b€476.9m39.3x52.5x3.1x
Tue, 06 Jul 2021€25.6b€8.1b€476.9m38.8x53.7x3.1x
Fri, 09 Apr 2021€20.1b€7.6b€203.6m31.1x98.9x2.7x
Thu, 31 Dec 2020€20.2b€7.3b-€132,814,081.0032.2x-151.7x2.8x
Price to Earnings Ratio

-114.2x


Total Market Cap: €17.4bTotal Earnings: -€152,316,733.00Total Revenue: €7.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Luxury Industry Price to Earnings3Y Average -205.8x202120222023
Current Industry PE
  • Investors are optimistic on the Italian Luxury industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 31.3x which is higher than its 3-year average PE of -206x.
  • The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • Total earnings for the Luxury industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 16% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

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

IT Market1.38%
Consumer Discretionary3.76%
Luxury-1.33%
Textiles2.31%
Footwear1.99%
Apparel, Accessories and Luxury Goods-1.58%
Industry PE
  • Investors are most optimistic about the Textiles industry which is trading above its 3-year average PE ratio of 14.2x.
    • Analysts are expecting annual earnings growth of 50.5%, which is higher than its past year's earnings decline of 18.1% per year.
  • Investors are most pessimistic about the Footwear industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 4.8x.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 51% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 15% 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
OVS OVS€2.0413.6%
+€63.4m		-12.9%PE14.3x
TOD TOD'S€33.202.1%
+€22.5m		-1.8%PE20.6x
PTR Pattern€7.2010.8%
+€10.1m		7.5%PE43.6x
ZUC Vincenzo Zucchi€2.2511.9%
+€6.1m		-17.6%PE15.3x
GEO Geox€0.721.4%
+€2.6m		-12.0%PS0.2x
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Latest News

PTR

€7.20

Pattern

7D

10.8%

1Y

7.5%

These 4 Measures Indicate That Pattern (BIT:PTR) Is Using Debt Reasonably Well

Dec 02
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ZUC

€2.25

Vincenzo Zucchi

7D

11.9%

1Y

-17.6%

Is Vincenzo Zucchi (BIT:ZUC) A Risky Investment?

Dec 01
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BC

€75.40

Brunello Cucinelli

7D

-3.0%

1Y

17.9%

If EPS Growth Is Important To You, Brunello Cucinelli (BIT:BC) Presents An Opportunity

Nov 29
If EPS Growth Is Important To You, Brunello Cucinelli (BIT:BC) Presents An Opportunity

GEO

€0.72

Geox

7D

1.4%

1Y

-12.0%

FPE

€28.20

Fope

7D

0.7%

1Y

-9.6%

We Think Fope (BIT:FPE) Can Stay On Top Of Its Debt

Nov 23
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ECNL

€2.90

Aquafil

7D

1.6%

1Y

-50.5%

OVS

€2.04

OVS

7D

13.6%

1Y

-12.9%

TOD

€33.20

TOD'S

7D

2.1%

1Y

-1.8%

SFER

€11.70

Salvatore Ferragamo

7D

-1.4%

1Y

-32.6%

Salvatore Ferragamo (BIT:SFER) Might Be Having Difficulty Using Its Capital Effectively

Nov 15
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SFL

€0.82

Safilo Group

7D

-2.7%

1Y

-46.6%

MONC

€50.68

Moncler

7D

-1.7%

1Y

5.0%

When Should You Buy Moncler S.p.A. (BIT:MONC)?

Nov 05
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PQ

€2.20

Piquadro

7D

2.3%

1Y

14.3%

GM

€3.33

Gentili Mosconi

7D

-0.3%

1Y

n/a

IIG

€0.35

Italia Independent Group

7D

-8.4%

1Y

199.1%

GML

€1.43

G.M. Leather

7D

-2.1%

1Y

-12.3%

MNL

€2.16

Monnalisa

7D

-1.8%

1Y

-30.1%

Returns On Capital At Monnalisa (BIT:MNL) Have Hit The Brakes

Sep 26
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