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Italian (Borsa Italiana) Luxury Industry Analysis

UpdatedJun 02, 2025
DataAggregated Company Financials
Companies19
  • 7D1.6%
  • 3M-12.5%
  • 1Y-6.1%
  • YTD4.9%

In the last week, the Luxury industry is up 1.6%, with Brunello Cucinelli up 3.0%. Meanwhile, Geox actually underperformed within the industry, shrinking 7.8% in the last week. However, the industry is down 6.1% over the past year. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 02 Jun 2025€25.2b€10.3b€748.5m23.3x33.7x2.5x
Wed, 30 Apr 2025€24.1b€10.3b€751.9m13.5x32.1x2.3x
Fri, 28 Mar 2025€26.2b€10.5b€756.6m14.9x34.6x2.5x
Sun, 23 Feb 2025€30.3b€10.6b€844.1m16.5x35.9x2.9x
Tue, 21 Jan 2025€26.6b€10.5b€851.9m12.9x31.3x2.5x
Thu, 19 Dec 2024€23.9b€10.5b€851.9m13.5x28.1x2.3x
Sat, 16 Nov 2024€21.8b€10.5b€789.4m13.2x27.6x2.1x
Mon, 14 Oct 2024€24.3b€10.5b€779.1m12.9x31.2x2.3x
Wed, 11 Sep 2024€22.2b€10.5b€788.2m13.8x28.2x2.1x
Fri, 09 Aug 2024€22.8b€10.4b€784.7m13.1x29.1x2.2x
Sun, 07 Jul 2024€25.1b€10.4b€770.0m11.7x32.6x2.4x
Tue, 04 Jun 2024€28.2b€11.6b€803.6m14.5x35.1x2.4x
Thu, 02 May 2024€28.9b€11.5b€816.2m12.6x35.4x2.5x
Sat, 30 Mar 2024€31.3b€11.6b€810.8m13.3x38.6x2.7x
Mon, 26 Feb 2024€30.4b€11.5b€761.7m14.3x39.9x2.6x
Wed, 24 Jan 2024€24.7b€11.6b€764.1m14.5x32.3x2.1x
Fri, 22 Dec 2023€26.5b€11.6b€764.1m15.1x34.7x2.3x
Sun, 19 Nov 2023€23.9b€11.6b€759.1m15.1x31.5x2.1x
Tue, 17 Oct 2023€23.9b€11.6b€788.5m15.2x30.3x2.1x
Thu, 14 Sep 2023€26.6b€11.6b€790.6m19.4x33.7x2.3x
Sat, 12 Aug 2023€28.2b€11.4b€761.2m18.9x37x2.5x
Mon, 10 Jul 2023€28.3b€11.2b€903.2m16.9x31.3x2.5x
Wed, 07 Jun 2023€29.1b€11.1b€902.3m17x32.2x2.6x
Fri, 05 May 2023€30.3b€11.0b€906.6m18.4x33.4x2.7x
Sun, 02 Apr 2023€30.1b€11.1b€931.6m23.8x32.3x2.7x
Tue, 28 Feb 2023€28.0b€10.6b€877.1m22.3x32x2.6x
Thu, 26 Jan 2023€26.9b€10.5b€871.8m23x30.8x2.6x
Sat, 24 Dec 2022€23.9b€10.5b€871.8m23.3x27.4x2.3x
Mon, 21 Nov 2022€23.9b€10.5b€871.9m20.4x27.4x2.3x
Wed, 19 Oct 2022€22.2b€10.4b€875.3m21.8x25.4x2.1x
Fri, 16 Sep 2022€21.4b€10.2b€864.2m21.4x24.8x2.1x
Sun, 14 Aug 2022€23.9b€10.0b€801.8m22.8x29.8x2.4x
Tue, 12 Jul 2022€19.7b€9.5b€608.5m22.1x32.4x2.1x
Thu, 09 Jun 2022€21.9b€9.5b€600.6m22x36.5x2.3x
Price to Earnings Ratio

36.5x


Total Market Cap: €21.9bTotal Earnings: €600.6mTotal Revenue: €9.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Luxury Industry Price to Earnings3Y Average 31.8x202320242025
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 31.8x.
  • 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 7.6% per year over the last three years.
  • Revenues for these companies have grown 2.6% 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 Market0.24%
Consumer Discretionary-0.53%
Luxury1.64%
Apparel, Accessories and Luxury Goods1.69%
Textiles0.49%
Footwear-7.76%
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 30.5x.
    • Analysts are expecting annual earnings growth of 11.4%, which is higher than its past year's earnings growth of 1.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 79% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods 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?

CompanyLast Price7D1YValuation
BC Brunello Cucinelli€108.453.0%
+€214.0m
15.9%PE61.7x
MONC Moncler€55.060.9%
+€135.3m
-10.9%PE23.3x
FPE Fope€39.6016.5%
+€30.2m
40.4%PE25.6x
OVS OVS€3.783.7%
+€28.0m
32.0%PE15.2x
SFER Salvatore Ferragamo€5.721.0%
+€9.1m
-39.6%PS0.9x
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