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Italian (Borsa Italiana) Luxury Industry Analysis
UpdatedJan 18, 2025
DataAggregated Company Financials
Companies20
- 7D6.8%
- 3M8.2%
- 1Y13.5%
- YTD10.4%
In the last week, the Luxury industry is up 5.2%, with Moncler up 8.3%. Meanwhile, Geox actually underperformed within the industry, shrinking 14% in the last week. This means that the industry has gained 11% over the past year. Earnings are forecast to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Sat, 18 Jan 2025 | €26.7b | €10.5b | €851.9m | 13x | 31.3x | 2.5x |
| Mon, 16 Dec 2024 | €24.1b | €10.5b | €851.9m | 13.1x | 28.3x | 2.3x |
| Wed, 13 Nov 2024 | €21.3b | €10.5b | €789.4m | 12.9x | 27x | 2x |
| Fri, 11 Oct 2024 | €24.3b | €10.5b | €779.1m | 13x | 31.2x | 2.3x |
| Sun, 08 Sep 2024 | €22.4b | €10.5b | €788.2m | 13.7x | 28.4x | 2.1x |
| Tue, 06 Aug 2024 | €22.9b | €10.4b | €784.7m | 13.5x | 29.2x | 2.2x |
| Thu, 04 Jul 2024 | €24.9b | €10.4b | €770.0m | 11.6x | 32.3x | 2.4x |
| Sat, 01 Jun 2024 | €28.0b | €11.6b | €803.6m | 14.2x | 34.8x | 2.4x |
| Mon, 29 Apr 2024 | €29.2b | €11.5b | €818.1m | 12.2x | 35.7x | 2.5x |
| Wed, 27 Mar 2024 | €30.8b | €11.6b | €789.8m | 13.3x | 39x | 2.6x |
| Fri, 23 Feb 2024 | €30.2b | €11.5b | €761.7m | 14.3x | 39.7x | 2.6x |
| Sun, 21 Jan 2024 | €24.5b | €11.6b | €764.1m | 14.1x | 32x | 2.1x |
| Tue, 19 Dec 2023 | €26.2b | €11.6b | €764.1m | 15.1x | 34.3x | 2.3x |
| Thu, 16 Nov 2023 | €24.6b | €11.6b | €759.1m | 15.1x | 32.4x | 2.1x |
| Sat, 14 Oct 2023 | €23.9b | €11.6b | €788.5m | 15.2x | 30.4x | 2.1x |
| Mon, 11 Sep 2023 | €26.7b | €11.6b | €790.6m | 20.2x | 33.7x | 2.3x |
| Wed, 09 Aug 2023 | €27.5b | €11.4b | €761.2m | 18.7x | 36.2x | 2.4x |
| Fri, 07 Jul 2023 | €28.1b | €11.2b | €903.2m | 16.9x | 31.1x | 2.5x |
| Sun, 04 Jun 2023 | €29.3b | €11.1b | €902.3m | 17.1x | 32.5x | 2.6x |
| Tue, 02 May 2023 | €30.4b | €11.0b | €906.6m | 18.9x | 33.6x | 2.8x |
| Thu, 30 Mar 2023 | €29.3b | €11.0b | €931.6m | 24.2x | 31.5x | 2.7x |
| Sat, 25 Feb 2023 | €27.8b | €10.5b | €871.8m | 22.7x | 31.9x | 2.6x |
| Mon, 23 Jan 2023 | €26.7b | €10.5b | €871.8m | 23.6x | 30.6x | 2.5x |
| Wed, 21 Dec 2022 | €23.6b | €10.5b | €871.8m | 22.9x | 27.1x | 2.2x |
| Fri, 18 Nov 2022 | €23.8b | €10.5b | €871.9m | 19.4x | 27.3x | 2.3x |
| Sun, 16 Oct 2022 | €21.7b | €10.4b | €875.3m | 22x | 24.8x | 2.1x |
| Tue, 13 Sep 2022 | €22.1b | €10.2b | €864.2m | 22.1x | 25.6x | 2.2x |
| Thu, 11 Aug 2022 | €23.8b | €10.0b | €801.8m | 22.9x | 29.7x | 2.4x |
| Sat, 09 Jul 2022 | €20.0b | €9.5b | €608.5m | 22.5x | 32.8x | 2.1x |
| Mon, 06 Jun 2022 | €21.9b | €9.5b | €600.6m | 22.1x | 36.5x | 2.3x |
| Wed, 04 May 2022 | €22.5b | €9.3b | €574.2m | 27.7x | 39.2x | 2.4x |
| Fri, 01 Apr 2022 | €23.9b | €9.2b | €662.1m | 30.4x | 36.1x | 2.6x |
| Sun, 27 Feb 2022 | €25.6b | €8.9b | €604.3m | 28.8x | 42.4x | 2.9x |
| Tue, 25 Jan 2022 | €25.7b | €8.5b | €575.3m | 28.3x | 44.7x | 3x |
Price to Earnings Ratio
44.7x
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 32.5x.
- 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 14% per year over the last three years.
- Revenues for these companies have grown 7.3% 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 Market | 3.17% | |
| Consumer Discretionary | 4.00% | |
| Luxury | 6.82% | |
| Apparel, Accessories and Luxury Goods | 7.00% | |
| Textiles | 0.82% | |
| Footwear | -14.08% | |
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 30.7x.
- Analysts are expecting annual earnings growth of 10.5%, which is lower than the prior year's growth of 12.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 60% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MONC Moncler | €57.52 | 8.3% +€1.2b | 11.8% | PE24x | |
| BC Brunello Cucinelli | €116.40 | 6.5% +€482.1m | 37.0% | PE69.5x | |
| OVS OVS | €3.35 | 2.3% +€18.7m | 65.1% | PE16x | |
| SFER Salvatore Ferragamo | €6.87 | 1.2% +€13.3m | -35.0% | PE122.2x | |
| FPE Fope | €25.40 | 6.7% +€8.6m | -5.2% | PE22.6x |
