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Italian (Borsa Italiana) Luxury Industry Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies19
  • 7D0.7%
  • 3M4.5%
  • 1Y0.7%
  • YTD-4.8%

In the last week, Luxury has been flat. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Jul 2026€24.4b€10.4b€808.3m21.3x30.2x2.3x
Sat, 30 May 2026€25.2b€10.4b€808.0m20.6x31.2x2.4x
Mon, 27 Apr 2026€24.4b€10.4b€807.2m21x30.2x2.3x
Wed, 25 Mar 2026€22.7b€10.4b€807.4m19.5x28.2x2.2x
Fri, 20 Feb 2026€23.4b€10.3b€699.1m20.3x33.5x2.3x
Sun, 18 Jan 2026€23.8b€10.3b€699.1m20.5x34.1x2.3x
Tue, 16 Dec 2025€26.0b€10.4b€700.0m21.2x37.2x2.5x
Thu, 13 Nov 2025€26.2b€10.4b€699.1m22x37.5x2.5x
Sat, 11 Oct 2025€23.0b€10.4b€699.1m22x32.9x2.2x
Mon, 08 Sep 2025€22.6b€10.4b€710.5m22.5x31.8x2.2x
Wed, 06 Aug 2025€22.3b€10.4b€689.6m22.1x32.4x2.2x
Fri, 04 Jul 2025€24.0b€10.4b€749.4m21.7x32x2.3x
Sun, 01 Jun 2025€25.2b€10.3b€748.5m23.3x33.7x2.5x
Tue, 29 Apr 2025€24.2b€10.3b€751.9m13.4x32.2x2.4x
Thu, 27 Mar 2025€26.3b€10.5b€777.1m11.5x33.9x2.5x
Sat, 22 Feb 2025€30.3b€10.6b€844.1m16.5x35.9x2.9x
Mon, 20 Jan 2025€26.7b€10.5b€851.9m13x31.3x2.5x
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
Price to Earnings Ratio

31.3x


Total Market Cap: €28.3bTotal Earnings: €903.2mTotal Revenue: €11.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Luxury Industry Price to Earnings3Y Average 32.7x202420252026
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 32.7x.
  • 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 3.6% 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 Market0.066%
Consumer Discretionary3.65%
Luxury0.66%
Footwear1.65%
Apparel, Accessories and Luxury Goods0.67%
Textiles-1.40%
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 31.5x.
    • Analysts are expecting annual earnings growth of 13.7%, which is higher than its past year's earnings growth of 12.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 103% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 14% 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€83.361.1%
+€63.9m		-22.5%PE42x
SFER Salvatore Ferragamo€10.233.1%
+€50.5m		95.2%PS1.7x
MONC Moncler€51.400.3%
+€43.5m		-0.2%PE22.3x
SFL Safilo Group€1.755.0%
+€34.9m		91.3%PE15x
FPE Fope€63.503.3%
+€10.9m		68.0%PE30.3x

Latest News

PTR
€2.64
Pattern
7D
-2.2%
1Y
-35.8%
GEO
€0.28
Geox
7D
1.7%
1Y
-19.9%
Narrative Update • Jun 26

GEO: Fair Outlook Will Weigh Future Margin Pressure Against Higher P/E

Analysts have reduced their price target for Geox to €0.28 from €0.33, citing updated assumptions that include a higher discount rate, lower revenue growth expectations, a reduced profit margin outlook, and a higher future P/E multiple. What’s in the News for Geox No recent company-specific news for Geox is available from the provided sources.
MONC
€51.40
Moncler
7D
0.3%
1Y
-0.2%
Narrative Update • Jun 25

MONC: Q2 Reporting Milestones Will Support Premium Multiple And Earnings Visibility

Moncler’s analyst price targets have been trimmed slightly, with the average fair value easing by about €0.28 per share. Analysts are adjusting their models for a marginally higher discount rate, slightly softer revenue growth assumptions, and a broadly unchanged P/E outlook following recent target revisions from Citi and Morgan Stanley.
SFL
€1.75
Safilo Group
7D
5.0%
1Y
91.3%
Narrative Update • Jun 23

SFL: Stable Outlook Will Rely On Modest Margin And P/E Assumptions

Analysts have made a modest adjustment to their Safilo Group price target to €1.70, reflecting updated views on revenue growth, profit margins and the appropriate P/E multiple, while keeping their overall fair value assessment steady. What’s in the News for Safilo Group No recent Safilo Group specific news items were identified in the provided sources.
OVS
€6.06
OVS
7D
-2.7%
1Y
68.5%
Narrative Update • Jun 23

OVS: Q1 Momentum And 2026 Dividend Will Support Measured Upside

Analysts have lifted their price target for OVS to €6.70 from €6.08, citing updated assumptions for slightly higher revenue growth, a modestly lower discount rate, and a revised future P/E of 22.11x. What’s in the News for OVS OVS reported Q1 2026 net sales growth of 12.1%, with organic EBITDA up 27.1%.
PQ
€2.74
Piquadro
7D
-0.7%
1Y
11.8%
BC
€83.36
Brunello Cucinelli
7D
1.1%
1Y
-22.5%
Narrative Update • Jun 18

BC: Premium P/E And Dividend Support Will Drive Future Repricing Potential

The analyst price target for Brunello Cucinelli has been modestly reduced to around €102 from about €103, as analysts fine tune their fair value, discount rate, revenue growth, profit margin and future P/E assumptions in light of recent Street research that includes both upward and downward revisions to individual targets. Analyst Commentary Recent Street research on Brunello Cucinelli reflects a mixed but generally engaged view of the stock, with some bullish analysts lifting their targets and more cautious voices trimming theirs.
FPE
€63.50
Fope
7D
3.3%
1Y
68.0%
MNL
€0.74
Monnalisa
7D
9.4%
1Y
-30.8%
GM
€3.46
Gentili Mosconi
7D
-2.8%
1Y
53.1%
ECNL
€1.36
Aquafil
7D
-0.3%
1Y
4.0%
SFER
€10.23
Salvatore Ferragamo
7D
3.1%
1Y
95.2%
CSP
€0.30
CSP International Fashion Group
7D
3.8%
1Y
-5.7%
GIS
€1.26
Gismondi 1754
7D
-6.0%
1Y
-40.3%
AEF
€0.16
Aeffe
7D
-4.7%
1Y
-67.6%
Analysis Article • Apr 15

What Does Aeffe S.p.A.'s (BIT:AEF) Share Price Indicate?

While Aeffe S.p.A. ( BIT:AEF ) might not have the largest market cap around , it saw a decent share price growth of 17...
RAT
€1.10
Ratti
7D
-3.5%
1Y
-38.9%