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Italian (Borsa Italiana) Luxury Industry Analysis

UpdatedFeb 13, 2026
DataAggregated Company Financials
Companies19
  • 7D4.2%
  • 3M-7.1%
  • 1Y-23.0%
  • YTD-7.4%

Over the last 7 days, the Luxury industry has risen 4.2%, driven by gains from Moncler of 5.6%. In the past year, the industry is down 23%. 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
Sat, 14 Feb 2026€23.8b€10.3b€699.1m20.4x34x2.3x
Mon, 12 Jan 2026€25.6b€10.3b€699.1m20.6x36.6x2.5x
Wed, 10 Dec 2025€25.8b€10.4b€700.0m21.7x36.8x2.5x
Fri, 07 Nov 2025€24.4b€10.4b€699.1m22.5x34.9x2.3x
Sun, 05 Oct 2025€23.6b€10.5b€698.1m20x33.9x2.3x
Tue, 02 Sep 2025€23.3b€10.4b€710.5m22.9x32.9x2.2x
Thu, 31 Jul 2025€23.2b€10.4b€722.0m22.5x32.1x2.2x
Sat, 28 Jun 2025€22.7b€10.4b€749.5m21.1x30.2x2.2x
Mon, 26 May 2025€24.6b€10.3b€748.5m22x32.8x2.4x
Wed, 23 Apr 2025€23.7b€10.3b€751.9m12.7x31.6x2.3x
Fri, 21 Mar 2025€27.1b€10.5b€774.6m12.2x35x2.6x
Sun, 16 Feb 2025€30.6b€10.6b€844.1m16.5x36.3x2.9x
Tue, 14 Jan 2025€25.0b€10.5b€851.9m12.6x29.4x2.4x
Thu, 12 Dec 2024€23.9b€10.5b€851.9m12.9x28x2.3x
Sat, 09 Nov 2024€22.3b€10.5b€789.4m13x28.3x2.1x
Mon, 07 Oct 2024€24.1b€10.5b€779.3m12.8x30.9x2.3x
Wed, 04 Sep 2024€24.1b€10.5b€783.8m14x30.8x2.3x
Fri, 02 Aug 2024€23.7b€10.5b€805.4m11.9x29.4x2.2x
Sun, 30 Jun 2024€25.1b€10.4b€770.0m11.4x32.5x2.4x
Tue, 28 May 2024€28.3b€11.5b€803.7m14x35.2x2.5x
Thu, 25 Apr 2024€29.6b€11.5b€816.2m12.8x36.3x2.6x
Sat, 23 Mar 2024€30.6b€11.6b€791.1m13.9x38.7x2.6x
Mon, 19 Feb 2024€29.8b€11.5b€761.7m14.7x39.1x2.6x
Wed, 17 Jan 2024€24.9b€11.6b€764.1m14.7x32.6x2.2x
Fri, 15 Dec 2023€26.5b€11.6b€764.1m14.9x34.7x2.3x
Sun, 12 Nov 2023€23.6b€11.6b€788.6m15.1x29.9x2x
Tue, 10 Oct 2023€24.3b€11.6b€787.7m16.3x30.9x2.1x
Thu, 07 Sep 2023€26.5b€11.5b€760.4m20.7x34.8x2.3x
Sat, 05 Aug 2023€28.0b€11.4b€800.3m18.9x35x2.5x
Mon, 03 Jul 2023€28.8b€11.2b€903.2m16.9x31.9x2.6x
Wed, 31 May 2023€28.8b€11.1b€902.3m17.4x32x2.6x
Fri, 28 Apr 2023€30.7b€11.0b€908.1m18.8x33.8x2.8x
Sun, 26 Mar 2023€28.6b€11.1b€933.0m20.6x30.6x2.6x
Tue, 21 Feb 2023€27.8b€10.5b€871.8m23x31.9x2.6x
Price to Earnings Ratio

31.9x


Total Market Cap: €27.8bTotal Earnings: €871.8mTotal Revenue: €10.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Luxury Industry Price to Earnings3Y Average 32.9x202420252026
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 32.9x.
  • 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 7.1% 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 Market0.61%
Consumer Discretionary3.33%
Luxury4.23%
Apparel, Accessories and Luxury Goods4.30%
Footwear-0.33%
Textiles-0.57%
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 31.8x.
    • Analysts are expecting annual earnings growth of 12.3%, which is higher than its past year's earnings growth of 9.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 104% over the next 5 years.
  • This is better than its past earnings decline of 34% 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
MONC Moncler€50.684.8%
+€630.1m		-24.8%PE22.5x
BC Brunello Cucinelli€85.222.9%
+€161.7m		-34.8%PE43.9x
SFER Salvatore Ferragamo€6.720.4%
+€5.0m		-16.9%PS1.1x
PTR Pattern€3.512.3%
+€1.2m		-34.8%PS0.4x
ECNL Aquafil€1.400.6%
+€690.1k		5.7%PS0.2x

Latest News

MONC
€50.68
Moncler
7D
4.8%
1Y
-24.8%

MONC: Alpine Store Expansion Will Support Premium Earnings Profile Upside

Analysts have trimmed their price target on Moncler to approximately €59.18 per share from about €59.18, reflecting slightly adjusted assumptions for the discount rate and future P/E, while keeping fair value, revenue growth, and profit margin expectations broadly unchanged. What's in the News Moncler opened its first Moncler Grenoble store in the United States in Aspen, described as a gateway to the brand's alpine focus and a key location for presenting performance and style in a mountain setting (Key Developments).
BC
€85.22
Brunello Cucinelli
7D
2.9%
1Y
-34.8%

BC: Overweight Rating And Premium P/E Will Support Future Upside Potential

Narrative Update Analysts have trimmed their fair value estimate for Brunello Cucinelli from €109.50 to about €107.72. This reflects slightly adjusted assumptions on the discount rate, revenue growth and future P/E following recent research updates such as the resumed Overweight coverage at a major bank.
SFL
€2.03
Safilo Group
7D
-3.3%
1Y
100.6%

SFL: Board Timetable And P/E Framework Will Shape Fairly Balanced Outlook

Analysts have inched their price target for Safilo Group lower to about €1.94 from €1.95, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E, which collectively point to a slightly more conservative valuation framework. What's in the News Board meeting scheduled for January 28, 2026 to approve preliminary key performance indicators for FY 2025, giving investors an early read on full year figures (company event) Board meeting on March 11, 2026 planned to approve the draft financial statements and consolidated financial statements as at December 31, 2025, a key checkpoint for audited results (company event) Board meeting set for May 6, 2026 to approve key performance indicators for the first quarter of 2026, updating the market on how the new year is tracking (company event) Board meeting scheduled for August 3, 2026 to approve the interim financial report as at June 30, 2026, covering the first half of the year (company event) Board meeting planned for November 9, 2026, expected to provide another formal update from the board later in the year (company event) Valuation Changes Fair Value Estimate: trimmed slightly to about €1.94 from €1.95, reflecting a marginally more conservative stance.
GML
€0.78
G.M. Leather
7D
2.6%
1Y
-28.4%
GIS
€1.45
Gismondi 1754
7D
-1.0%
1Y
-43.6%
PTR
€3.51
Pattern
7D
2.3%
1Y
-34.8%

Are Investors Undervaluing Pattern S.p.A. (BIT:PTR) By 29%?

Jan 24
Are Investors Undervaluing Pattern S.p.A. (BIT:PTR) By 29%?
OVS
€4.93
OVS
7D
-1.4%
1Y
33.6%

Should You Think About Buying OVS S.p.A. (BIT:OVS) Now?

Jan 23
Should You Think About Buying OVS S.p.A. (BIT:OVS) Now?
MNL
€0.86
Monnalisa
7D
-5.5%
1Y
-37.7%
SFER
€6.72
Salvatore Ferragamo
7D
0.4%
1Y
-16.9%

Estimating The Intrinsic Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)

Jan 13
Estimating The Intrinsic Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)
ECNL
€1.40
Aquafil
7D
0.6%
1Y
5.7%
GEO
€0.30
Geox
7D
0.2%
1Y
-30.6%
ZUC
€0.71
Vincenzo Zucchi
7D
2.6%
1Y
-49.3%
PQ
€2.57
Piquadro
7D
-1.9%
1Y
28.8%
GM
€3.26
Gentili Mosconi
7D
-4.7%
1Y
2.5%
RAT
€1.35
Ratti
7D
-2.9%
1Y
-30.8%