Header cover image

Italian (Borsa Italiana) Luxury Industry Analysis

UpdatedDec 30, 2025
DataAggregated Company Financials
Companies19
  • 7D-1.7%
  • 3M10.7%
  • 1Y6.5%
  • YTD6.6%

In the last week, Luxury has been flat. The past year has been better, since the industry has gained 7.0% in that time. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Dec 2025€25.8b€10.4b€700.0m20.9x36.9x2.5x
Thu, 27 Nov 2025€25.6b€10.4b€700.0m22.2x36.6x2.4x
Sat, 25 Oct 2025€24.5b€10.4b€699.1m22.7x35x2.3x
Mon, 22 Sep 2025€24.2b€10.5b€705.5m22.8x34.3x2.3x
Wed, 20 Aug 2025€23.1b€10.4b€753.0m22.6x30.6x2.2x
Fri, 18 Jul 2025€23.5b€10.4b€749.4m22.6x31.4x2.3x
Sun, 15 Jun 2025€23.1b€10.4b€749.5m22.7x30.8x2.2x
Tue, 13 May 2025€25.6b€10.3b€747.1m20.1x34.2x2.5x
Thu, 10 Apr 2025€22.2b€10.3b€751.9m12.3x29.5x2.2x
Sat, 08 Mar 2025€27.4b€10.5b€826.1m16.3x33.2x2.6x
Mon, 03 Feb 2025€28.5b€10.5b€851.9m15.5x33.4x2.7x
Wed, 01 Jan 2025€24.1b€10.5b€851.9m13x28.3x2.3x
Fri, 29 Nov 2024€21.8b€10.5b€851.0m12.8x25.6x2.1x
Sun, 27 Oct 2024€24.0b€10.5b€779.1m13.1x30.9x2.3x
Tue, 24 Sep 2024€21.7b€10.5b€787.3m13.9x27.5x2.1x
Thu, 22 Aug 2024€24.3b€10.4b€784.7m13.4x31x2.3x
Sat, 20 Jul 2024€24.4b€10.4b€770.0m11.7x31.7x2.3x
Mon, 17 Jun 2024€25.6b€10.4b€772.7m11.9x33.1x2.4x
Wed, 15 May 2024€28.8b€11.5b€810.1m14x35.6x2.5x
Fri, 12 Apr 2024€29.2b€11.6b€804.6m12.8x36.2x2.5x
Sun, 10 Mar 2024€31.2b€11.6b€824.9m14.4x37.9x2.7x
Tue, 06 Feb 2024€27.1b€11.5b€761.7m15.2x35.6x2.4x
Thu, 04 Jan 2024€25.2b€11.6b€764.1m15.1x33x2.2x
Sat, 02 Dec 2023€23.9b€11.6b€763.3m15.1x31.3x2.1x
Mon, 30 Oct 2023€22.8b€11.6b€788.6m15x28.9x2x
Wed, 27 Sep 2023€24.6b€11.6b€788.8m17.7x31.1x2.1x
Fri, 25 Aug 2023€27.3b€11.4b€761.2m18.5x35.9x2.4x
Sun, 23 Jul 2023€28.2b€11.2b€903.2m17.1x31.3x2.5x
Tue, 20 Jun 2023€30.0b€11.2b€903.2m16.9x33.2x2.7x
Thu, 18 May 2023€29.7b€11.1b€911.5m17.8x32.6x2.7x
Sat, 15 Apr 2023€30.8b€11.1b€925.1m15.5x33.3x2.8x
Mon, 13 Mar 2023€28.4b€10.8b€889.1m21x32x2.6x
Wed, 08 Feb 2023€27.8b€10.5b€871.8m23.2x31.8x2.6x
Fri, 06 Jan 2023€25.1b€10.5b€871.8m22.9x28.7x2.4x
Price to Earnings Ratio

28.7x


Total Market Cap: €25.1bTotal Earnings: €871.8mTotal Revenue: €10.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Luxury Industry Price to Earnings3Y Average 32.8x20242025
Current Industry PE
  • Investors are optimistic on the Italian Luxury industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 37.1x which is higher than its 3-year average PE of 32.8x.
  • 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 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 Market-0.27%
Consumer Discretionary-0.56%
Luxury-1.74%
Footwear1.95%
Textiles-1.23%
Apparel, Accessories and Luxury Goods-1.76%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry which is trading above its 3-year average PE ratio of 31.7x.
    • Analysts expect its future annual earnings growth (13.3%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 103% over the next 5 years.
  • This is better than its past earnings decline of 73% per year.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 13% 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
SFER Salvatore Ferragamo€8.231.9%
+€24.9m
21.5%PS1.4x
SFL Safilo Group€1.922.0%
+€15.7m
105.6%PE17.1x
AEF Aeffe€0.2933.6%
+€7.2m
-66.4%PE2.6x
GEO Geox€0.312.0%
+€2.2m
-42.7%PS0.2x
CSP CSP International Fashion Group€0.335.2%
+€623.2k
2.2%PE452.1x

Latest News