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Italian (Borsa Italiana) Luxury Industry Analysis

UpdatedJul 30, 2025
DataAggregated Company Financials
Companies19
  • 7D-2.7%
  • 3M-4.9%
  • 1Y-5.3%
  • YTD-5.0%

Over the last 7 days, the Luxury industry has dropped 2.3%, driven by a pullback from Moncler of 3.5%. The industry has fallen 5.3% in the last year. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Jul 2025€23.0b€10.4b€722.0m22.2x31.8x2.2x
Fri, 27 Jun 2025€22.3b€10.4b€749.5m21x29.8x2.1x
Sun, 25 May 2025€24.6b€10.3b€748.5m22x32.8x2.4x
Tue, 22 Apr 2025€23.6b€10.3b€751.9m12.7x31.4x2.3x
Thu, 20 Mar 2025€27.2b€10.5b€773.3m12.2x35.1x2.6x
Sat, 15 Feb 2025€30.6b€10.6b€844.1m16.5x36.3x2.9x
Mon, 13 Jan 2025€25.0b€10.5b€851.9m12.4x29.3x2.4x
Wed, 11 Dec 2024€23.6b€10.5b€851.9m13.2x27.7x2.2x
Fri, 08 Nov 2024€23.0b€10.5b€789.4m13.4x29.1x2.2x
Sun, 06 Oct 2024€24.1b€10.5b€779.3m12.8x30.9x2.3x
Tue, 03 Sep 2024€24.1b€10.5b€783.8m13.9x30.7x2.3x
Thu, 01 Aug 2024€24.1b€10.5b€805.4m12x30x2.3x
Sat, 29 Jun 2024€25.1b€10.4b€770.0m11.4x32.5x2.4x
Mon, 27 May 2024€28.2b€11.5b€803.7m14x35.1x2.5x
Wed, 24 Apr 2024€29.5b€11.5b€816.2m12.6x36.1x2.6x
Fri, 22 Mar 2024€30.9b€11.6b€791.1m13.7x39x2.7x
Sun, 18 Feb 2024€29.8b€11.5b€761.7m14.7x39.1x2.6x
Tue, 16 Jan 2024€25.3b€11.6b€764.1m14.9x33.1x2.2x
Thu, 14 Dec 2023€25.3b€11.6b€764.1m14.1x33.2x2.2x
Sat, 11 Nov 2023€23.6b€11.6b€788.6m15.1x29.9x2x
Mon, 09 Oct 2023€25.0b€11.6b€787.7m17x31.7x2.1x
Wed, 06 Sep 2023€27.6b€11.5b€760.4m20.9x36.2x2.4x
Fri, 04 Aug 2023€27.9b€11.4b€800.3m18.8x34.9x2.5x
Sun, 02 Jul 2023€28.8b€11.2b€903.2m16.9x31.9x2.6x
Tue, 30 May 2023€28.6b€11.1b€902.3m17.5x31.7x2.6x
Thu, 27 Apr 2023€30.5b€11.0b€908.1m18.7x33.6x2.8x
Sat, 25 Mar 2023€28.6b€11.1b€933.0m20.6x30.6x2.6x
Mon, 20 Feb 2023€27.8b€10.5b€871.8m22.7x31.9x2.6x
Wed, 18 Jan 2023€26.4b€10.5b€871.8m23.1x30.3x2.5x
Fri, 16 Dec 2022€24.4b€10.5b€871.8m23.5x28x2.3x
Sun, 13 Nov 2022€24.5b€10.5b€868.7m19.3x28.2x2.3x
Tue, 11 Oct 2022€21.1b€10.4b€875.3m21.1x24.2x2x
Thu, 08 Sep 2022€21.4b€10.1b€831.3m20.8x25.7x2.1x
Sat, 06 Aug 2022€23.8b€10.0b€801.8m23x29.6x2.4x
Price to Earnings Ratio

29.6x


Total Market Cap: €23.8bTotal Earnings: €801.8mTotal Revenue: €10.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Luxury Industry Price to Earnings3Y Average 31.7x202320242025
Current Industry PE
  • Investors are relatively neutral on the Italian Luxury industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 31.7x.
  • 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 declined 2.2% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

IT Market2.70%
Consumer Discretionary1.95%
Luxury-2.70%
Textiles3.67%
Footwear-0.76%
Apparel, Accessories and Luxury Goods-2.78%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry, which is trading close to its 3-year average PE ratio of 30.6x.
    • Analysts are expecting annual earnings growth of 12.1%, which is higher than its past year's earnings decline of 3.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 79% over the next 5 years.
  • This is better than its past earnings decline of 78% per year.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 12% 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€43.209.6%
+€20.5m		51.0%PE27.9x
SFL Safilo Group€1.142.7%
+€12.4m		8.2%PE21.2x
PQ Piquadro€2.734.2%
+€5.2m		21.3%PE11.4x
GM Gentili Mosconi€2.449.4%
+€4.2m		-7.2%PE61.5x
PTR Pattern€4.266.2%
+€3.6m		-27.8%PE169.7x

Latest News

GIS
€1.86
Gismondi 1754
7D
-10.6%
1Y
-49.3%

There's Reason For Concern Over Gismondi 1754 S.p.A.'s (BIT:GIS) Price

Jul 30
There's Reason For Concern Over Gismondi 1754 S.p.A.'s (BIT:GIS) Price
PQ
€2.73
Piquadro
7D
4.2%
1Y
21.3%
MONC
€47.61
Moncler
7D
-4.9%
1Y
-13.4%
OVS
€3.65
OVS
7D
-1.0%
1Y
40.2%

We Think OVS' (BIT:OVS) Healthy Earnings Might Be Conservative

Jul 24
We Think OVS' (BIT:OVS) Healthy Earnings Might Be Conservative
ZUC
€0.92
Vincenzo Zucchi
7D
1.5%
1Y
-54.9%
GEO
€0.33
Geox
7D
-0.8%
1Y
-45.4%
BC
€102.75
Brunello Cucinelli
7D
-0.1%
1Y
18.9%

Brunello Cucinelli S.p.A.'s (BIT:BC) Shares May Have Run Too Fast Too Soon

Jul 16
Brunello Cucinelli S.p.A.'s (BIT:BC) Shares May Have Run Too Fast Too Soon
SFL
€1.14
Safilo Group
7D
2.7%
1Y
8.2%
PTR
€4.26
Pattern
7D
6.2%
1Y
-27.8%
FPE
€43.20
Fope
7D
9.6%
1Y
51.0%

Fope S.p.A.'s (BIT:FPE) Shares Climb 26% But Its Business Is Yet to Catch Up

May 30
Fope S.p.A.'s (BIT:FPE) Shares Climb 26% But Its Business Is Yet to Catch Up
ECNL
€1.45
Aquafil
7D
2.8%
1Y
-50.3%

Aquafil (BIT:ECNL) Use Of Debt Could Be Considered Risky

May 27
Aquafil (BIT:ECNL) Use Of Debt Could Be Considered Risky
GM
€2.44
Gentili Mosconi
7D
9.4%
1Y
-7.2%
AEF
€0.48
Aeffe
7D
-0.1%
1Y
-32.5%
RAT
€1.80
Ratti
7D
2.3%
1Y
-14.3%