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Italian (Borsa Italiana) Luxury Industry Analysis

UpdatedDec 18, 2024
DataAggregated Company Financials
Companies20
  • 7D2.1%
  • 3M8.7%
  • 1Y-2.8%
  • YTD-3.8%

In the last week, the Luxury industry is up 2.1%, with Brunello Cucinelli up 6.1%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Dec 2024€24.1b€10.5b€851.9m13.1x28.3x2.3x
Fri, 15 Nov 2024€21.9b€10.5b€789.4m13.1x27.7x2.1x
Sun, 13 Oct 2024€24.3b€10.5b€779.1m12.9x31.2x2.3x
Tue, 10 Sep 2024€22.2b€10.5b€788.2m13.7x28.2x2.1x
Thu, 08 Aug 2024€23.0b€10.4b€784.7m13.1x29.4x2.2x
Sat, 06 Jul 2024€25.1b€10.4b€770.0m11.7x32.6x2.4x
Mon, 03 Jun 2024€28.0b€11.6b€803.6m14.2x34.8x2.4x
Wed, 01 May 2024€28.9b€11.5b€818.1m12x35.4x2.5x
Fri, 29 Mar 2024€31.3b€11.6b€810.8m13.3x38.6x2.7x
Sun, 25 Feb 2024€30.4b€11.5b€761.7m14.3x39.9x2.6x
Tue, 23 Jan 2024€24.6b€11.6b€764.1m14.3x32.2x2.1x
Thu, 21 Dec 2023€26.3b€11.6b€764.1m15.1x34.4x2.3x
Sat, 18 Nov 2023€23.9b€11.6b€759.1m15.1x31.5x2.1x
Mon, 16 Oct 2023€23.9b€11.6b€788.5m15.2x30.4x2.1x
Wed, 13 Sep 2023€26.6b€11.6b€790.6m19.7x33.7x2.3x
Fri, 11 Aug 2023€28.5b€11.4b€761.2m19x37.4x2.5x
Sun, 09 Jul 2023€28.3b€11.2b€903.2m16.9x31.3x2.5x
Tue, 06 Jun 2023€28.9b€11.1b€902.3m17.4x32.1x2.6x
Thu, 04 May 2023€30.8b€11.0b€906.6m18.8x34x2.8x
Sat, 01 Apr 2023€30.1b€11.1b€931.6m23.8x32.3x2.7x
Mon, 27 Feb 2023€27.8b€10.6b€877.1m22.3x31.7x2.6x
Wed, 25 Jan 2023€27.0b€10.5b€871.8m23.1x30.9x2.6x
Fri, 23 Dec 2022€24.0b€10.5b€871.8m22.5x27.5x2.3x
Sun, 20 Nov 2022€23.9b€10.5b€871.9m20.4x27.4x2.3x
Tue, 18 Oct 2022€21.7b€10.4b€875.3m22x24.8x2.1x
Thu, 15 Sep 2022€21.8b€10.2b€864.2m22x25.3x2.1x
Sat, 13 Aug 2022€23.9b€10.0b€801.8m22.8x29.8x2.4x
Mon, 11 Jul 2022€20.0b€9.5b€608.5m22.5x32.8x2.1x
Wed, 08 Jun 2022€21.9b€9.5b€600.6m22x36.5x2.3x
Fri, 06 May 2022€21.2b€9.3b€574.2m27.2x37x2.3x
Sun, 03 Apr 2022€23.8b€9.2b€641.5m30.4x37.1x2.6x
Tue, 01 Mar 2022€25.3b€8.9b€604.3m29.4x41.9x2.8x
Thu, 27 Jan 2022€26.3b€8.5b€575.3m29.4x45.8x3.1x
Sat, 25 Dec 2021€29.1b€8.5b€575.3m26.9x50.5x3.4x
Price to Earnings Ratio

50.5x


Total Market Cap: €29.1bTotal Earnings: €575.3mTotal Revenue: €8.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Luxury Industry Price to Earnings3Y Average 33.1x202220232024
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 28.3x which is lower than its 3-year average PE of 33.1x.
  • 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-0.40%
Consumer Discretionary-1.24%
Luxury2.11%
Apparel, Accessories and Luxury Goods2.18%
Textiles-1.66%
Footwear-2.29%
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 31.1x.
    • Analysts are expecting annual earnings growth of 11.1%, 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 89% 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€104.106.0%
+€400.6m
19.3%PE62.1x
OVS OVS€3.6013.2%
+€103.1m
58.9%PE17.2x
AEF Aeffe€0.875.0%
+€4.1m
-0.5%PE4.1x
FPE Fope€22.801.8%
+€2.2m
-22.4%PE20.3x
GM Gentili Mosconi€2.604.4%
+€2.1m
-22.8%PE13.5x
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Latest News

FPE

€22.80

Fope

7D

1.8%

1Y

-22.4%

PQ

€2.00

Piquadro

7D

-3.8%

1Y

-7.4%

OVS

€3.60

OVS

7D

13.2%

1Y

58.9%

MNL

€1.10

Monnalisa

7D

20.9%

1Y

-42.7%

AEF

€0.87

Aeffe

7D

5.0%

1Y

-0.5%

SFL

€0.92

Safilo Group

7D

-1.2%

1Y

-0.2%

GM

€2.60

Gentili Mosconi

7D

4.4%

1Y

-22.8%

RAT

€2.00

Ratti

7D

1.0%

1Y

-27.8%

TOD

€42.96

TOD'S

7D

0.09%

1Y

11.9%