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Italian (Borsa Italiana) Luxury Industry Analysis
UpdatedMar 31, 2026
DataAggregated Company Financials
Companies19
- 7D-1.2%
- 3M-12.8%
- 1Y-12.0%
- YTD-12.4%
Over the last 7 days, the Luxury industry has dropped 2.2%, driven by Moncler declining 2.4%. On the other hand Salvatore Ferragamo is actually up 7.0%. The industry has fallen 14% 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 31 Mar 2026 | €22.5b | €10.4b | €804.2m | 19.3x | 28x | 2.2x |
| Thu, 26 Feb 2026 | €25.4b | €10.4b | €716.7m | 21.6x | 35.5x | 2.4x |
| Sat, 24 Jan 2026 | €23.1b | €10.3b | €699.1m | 20.2x | 33x | 2.2x |
| Mon, 22 Dec 2025 | €26.2b | €10.4b | €700.0m | 20.9x | 37.5x | 2.5x |
| Wed, 19 Nov 2025 | €24.7b | €10.4b | €700.0m | 21.7x | 35.2x | 2.4x |
| Fri, 17 Oct 2025 | €24.0b | €10.4b | €699.1m | 22.2x | 34.3x | 2.3x |
| Sun, 14 Sep 2025 | €23.3b | €10.4b | €710.5m | 22.9x | 32.8x | 2.2x |
| Tue, 12 Aug 2025 | €22.1b | €10.4b | €689.6m | 22x | 32x | 2.1x |
| Thu, 10 Jul 2025 | €24.1b | €10.4b | €749.4m | 22.7x | 32.1x | 2.3x |
| Sat, 07 Jun 2025 | €24.5b | €10.3b | €748.5m | 22.8x | 32.7x | 2.4x |
| Mon, 05 May 2025 | €24.5b | €10.3b | €751.6m | 19.4x | 32.6x | 2.4x |
| Wed, 02 Apr 2025 | €25.7b | €10.4b | €752.0m | 14.9x | 34.1x | 2.5x |
| Fri, 28 Feb 2025 | €29.6b | €10.6b | €844.1m | 16.6x | 35.1x | 2.8x |
| Sun, 26 Jan 2025 | €28.1b | €10.5b | €851.9m | 13.4x | 32.9x | 2.7x |
| Tue, 24 Dec 2024 | €23.8b | €10.5b | €851.9m | 13x | 27.9x | 2.3x |
| Thu, 21 Nov 2024 | €21.5b | €10.5b | €851.0m | 12.5x | 25.3x | 2x |
| Sat, 19 Oct 2024 | €24.6b | €10.5b | €779.1m | 13.3x | 31.5x | 2.3x |
| Mon, 16 Sep 2024 | €22.7b | €10.5b | €788.2m | 13.4x | 28.7x | 2.2x |
| Wed, 14 Aug 2024 | €23.0b | €10.4b | €784.7m | 13.1x | 29.4x | 2.2x |
| Fri, 12 Jul 2024 | €25.3b | €10.4b | €770.0m | 11.8x | 32.8x | 2.4x |
| Sun, 09 Jun 2024 | €26.7b | €10.4b | €751.4m | 13.5x | 35.6x | 2.6x |
| Tue, 07 May 2024 | €29.0b | €11.5b | €815.4m | 13.3x | 35.6x | 2.5x |
| Thu, 04 Apr 2024 | €30.5b | €11.6b | €810.8m | 13x | 37.6x | 2.6x |
| Sat, 02 Mar 2024 | €31.5b | €11.7b | €832.8m | 14.6x | 37.8x | 2.7x |
| Mon, 29 Jan 2024 | €26.7b | €11.6b | €764.1m | 15x | 35x | 2.3x |
| Wed, 27 Dec 2023 | €26.4b | €11.6b | €764.1m | 15.1x | 34.5x | 2.3x |
| Fri, 24 Nov 2023 | €24.3b | €11.6b | €759.1m | 15.1x | 32x | 2.1x |
| Sun, 22 Oct 2023 | €24.1b | €11.6b | €788.6m | 14.8x | 30.6x | 2.1x |
| Tue, 19 Sep 2023 | €26.3b | €11.6b | €790.1m | 19.6x | 33.3x | 2.3x |
| Thu, 17 Aug 2023 | €28.4b | €11.4b | €761.2m | 18.5x | 37.3x | 2.5x |
| Sat, 15 Jul 2023 | €29.6b | €11.2b | €903.2m | 17.2x | 32.8x | 2.6x |
| Mon, 12 Jun 2023 | €29.1b | €11.2b | €901.9m | 17.5x | 32.2x | 2.6x |
| Wed, 10 May 2023 | €30.2b | €11.0b | €906.6m | 19.2x | 33.3x | 2.7x |
| Fri, 07 Apr 2023 | €29.8b | €11.1b | €972.0m | 22.8x | 30.7x | 2.7x |
Price to Earnings Ratio
30.7x
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 27.3x which is lower than its 3-year average PE of 33.0x.
- The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have declined 6.0% per year over the last three years,
- Revenues have also declined 2.3% 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 | 1.83% | |
| Consumer Discretionary | 1.83% | |
| Luxury | -1.17% | |
| Footwear | 2.63% | |
| Textiles | -0.084% | |
| Apparel, Accessories and Luxury Goods | -1.20% | |
Industry PE
- Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry even though it's trading below its 3-year average PE ratio of 31.8x.
- Analysts are expecting annual earnings growth of 12.1%, which is higher than its past year's earnings growth of 8.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 130% over the next 5 years.
- 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SFER Salvatore Ferragamo | €6.91 | 7.0% +€74.6m | 11.4% | PS1.2x | |
| OVS OVS | €4.47 | 1.5% +€15.6m | 41.2% | PE23.4x | |
| PQ Piquadro | €2.62 | 8.7% +€9.9m | 33.0% | PE10.6x | |
| SFL Safilo Group | €1.68 | 0.5% +€3.3m | 109.2% | PE14.3x | |
| GEO Geox | €0.25 | 2.6% +€2.4m | -36.8% | PS0.2x |