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Italian (Borsa Italiana) Luxury Industry Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies21
  • 7D-2.5%
  • 3M5.9%
  • 1Y-17.9%
  • YTD-22.1%

Over the last 7 days, the Luxury industry has dropped 2.5%, driven by Moncler declining 1.8%. In contrast, Fope has gained 10%. The industry has fallen 18% in the last year. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 29 Nov 2022€23.3b€10.5b€870.4m23.3x26.8x2.2x
Thu, 27 Oct 2022€23.2b€10.4b€875.3m21x26.5x2.2x
Sat, 24 Sep 2022€20.2b€10.3b€881.9m20.3x22.9x2x
Mon, 22 Aug 2022€23.6b€10.0b€801.8m22.4x29.4x2.4x
Wed, 20 Jul 2022€19.7b€9.5b€608.5m22.2x32.4x2.1x
Fri, 17 Jun 2022€18.3b€9.5b€608.5m21.8x30x1.9x
Sun, 15 May 2022€21.5b€9.3b€574.2m27.1x37.5x2.3x
Tue, 12 Apr 2022€23.0b€9.2b€648.7m24.9x35.4x2.5x
Thu, 10 Mar 2022€22.4b€9.0b€627.8m28.6x35.6x2.5x
Sat, 05 Feb 2022€26.7b€8.5b€575.3m27.8x46.5x3.1x
Mon, 03 Jan 2022€29.7b€8.5b€575.3m27.4x51.6x3.5x
Wed, 01 Dec 2021€29.0b€8.5b€623.4m27.2x46.6x3.4x
Fri, 29 Oct 2021€27.3b€8.4b€584.2m36.2x46.7x3.2x
Sun, 26 Sep 2021€25.1b€8.4b€572.3m35.7x43.9x3x
Tue, 24 Aug 2021€24.9b€8.1b€476.9m39.8x52.2x3.1x
Wed, 30 Jun 2021€25.6b€8.1b€476.9m38.8x53.7x3.1x
Sat, 03 Apr 2021€20.1b€7.6b€203.6m31.1x98.9x2.7x
Tue, 05 Jan 2021€20.2b€7.3b-€132,814,081.0032.2x-151.7x2.8x
Fri, 09 Oct 2020€14.7b€7.5b-€280,624,733.0018.5x-52.5x2x
Thu, 02 Jul 2020€14.6b€7.9b-€273,988,108.0020.3x-53.2x1.8x
Sun, 05 Apr 2020€14.6b€8.8b-€44,600,574.0027.3x-326.7x1.6x
Wed, 08 Jan 2020€18.9b€9.3b€188.0m22.7x100.5x2x
Price to Earnings Ratio

98.8x


Total Market Cap: €18.9bTotal Earnings: €191.0mTotal Revenue: €9.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Luxury Industry Price to Earnings3Y Average -226.4x202020212022
Current Industry PE
  • Investors are pessimistic on the Italian Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 26.8x which is higher than its 3-year average PE of -227x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 66% per year over the last three years.
  • Revenues for these companies have grown 4.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

IT Market0.045%
Consumer Discretionary0.60%
Luxury-2.50%
Footwear2.14%
Textiles-0.37%
Apparel, Accessories and Luxury Goods-2.81%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 8.2%, which is lower than the prior year's growth of 116.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 64% over the next 5 years.
  • In contrast, the Textiles industry is expected to see its earnings grow by 7.6% 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
FPE Fope€32.0010.3%
+€16.2m
183.2%PE20x
TOD TOD'S€33.341.3%
+€14.6m
-34.9%PE71x
ZUC Vincenzo Zucchi€2.8016.2%
+€9.9m
4.5%PE32x
AEF Aeffe€1.283.1%
+€3.8m
-52.8%PS0.3x
PTR Pattern€6.564.1%
+€3.7m
1.2%PE25.1x
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Latest News

ZUC

€2.80

Vincenzo Zucchi

7D

16.2%

1Y

4.5%

AEF

€1.28

Aeffe

7D

3.1%

1Y

-52.8%

SFER

€16.23

Salvatore Ferragamo

7D

-1.3%

1Y

-21.4%

SFL

€1.50

Safilo Group

7D

0.5%

1Y

-0.9%

RAT

€3.08

Ratti

7D

-2.8%

1Y

-17.2%

PTR

€6.56

Pattern

7D

4.1%

1Y

1.2%

PQ

€1.86

Piquadro

7D

-1.3%

1Y

1.1%

OVS

€2.17

OVS

7D

0.2%

1Y

-19.3%

MNL

€3.05

Monnalisa

7D

-1.9%

1Y

-18.9%

IIG

€0.13

Italia Independent Group

7D

-11.2%

1Y

-90.5%

FPE

€32.00

Fope

7D

10.3%

1Y

183.2%

ECNL

€5.85

Aquafil

7D

-1.0%

1Y

-19.1%

COV

€11.30

COVER 50

7D

2.7%

1Y

41.3%

CLF

€1.01

Caleffi

7D

-2.0%

1Y

-34.1%

TOD

€33.34

TOD'S

7D

1.3%

1Y

-34.9%