Narrative Update • May 21

In the last week, the Apparel, Accessories and Luxury Goods industry is up 6.8%, with Moncler up 8.4%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 13% annually.
Has the Italian Apparel, Accessories and Luxury Goods Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 31 May 2026 | €24.8b | €9.0b | €835.3m | 20.6x | 29.7x | 2.8x |
| Tue, 28 Apr 2026 | €24.2b | €9.0b | €835.2m | 21.2x | 29x | 2.7x |
| Thu, 26 Mar 2026 | €22.4b | €9.0b | €832.4m | 19.6x | 26.9x | 2.5x |
| Sat, 21 Feb 2026 | €25.1b | €8.9b | €730.1m | 21.8x | 34.3x | 2.8x |
| Mon, 19 Jan 2026 | €23.5b | €8.9b | €730.2m | 20.5x | 32.1x | 2.6x |
| Wed, 17 Dec 2025 | €26.1b | €8.9b | €730.0m | 20.3x | 35.8x | 2.9x |
| Fri, 14 Nov 2025 | €25.5b | €8.9b | €730.0m | 20.2x | 34.9x | 2.9x |
| Sun, 12 Oct 2025 | €22.6b | €8.9b | €730.0m | 19.7x | 31x | 2.5x |
| Tue, 09 Sep 2025 | €22.1b | €8.9b | €734.9m | 20x | 30.1x | 2.5x |
| Thu, 07 Aug 2025 | €21.8b | €8.8b | €722.3m | 19x | 30.2x | 2.5x |
| Sat, 05 Jul 2025 | €23.5b | €8.8b | €792.7m | 19.3x | 29.7x | 2.7x |
| Mon, 02 Jun 2025 | €24.8b | €8.8b | €792.8m | 20x | 31.3x | 2.8x |
| Wed, 30 Apr 2025 | €23.7b | €8.8b | €796.7m | 16.8x | 29.8x | 2.7x |
| Fri, 28 Mar 2025 | €25.8b | €8.9b | €793.8m | 20.5x | 32.5x | 2.9x |
| Sun, 23 Feb 2025 | €29.9b | €8.9b | €864.6m | 22.3x | 34.6x | 3.3x |
| Tue, 21 Jan 2025 | €26.2b | €8.9b | €872.3m | 22.3x | 30.1x | 2.9x |
| Thu, 19 Dec 2024 | €23.5b | €8.9b | €872.3m | 20.3x | 27x | 2.6x |
| Sat, 16 Nov 2024 | €21.5b | €8.8b | €809.9m | 20.6x | 26.5x | 2.4x |
| Mon, 14 Oct 2024 | €23.9b | €8.8b | €809.9m | 22.6x | 29.5x | 2.7x |
| Wed, 11 Sep 2024 | €21.8b | €8.8b | €816.4m | 35.2x | 26.7x | 2.5x |
| Fri, 09 Aug 2024 | €22.4b | €8.8b | €817.2m | 35.4x | 27.4x | 2.6x |
| Sun, 07 Jul 2024 | €24.6b | €8.8b | €796.8m | 20.1x | 30.9x | 2.8x |
| Tue, 04 Jun 2024 | €26.3b | €8.8b | €780.4m | 27.3x | 33.7x | 3x |
| Thu, 02 May 2024 | €27.0b | €8.7b | €786.5m | 15.1x | 34.3x | 3.1x |
| Sat, 30 Mar 2024 | €29.3b | €8.8b | €776.8m | 13.3x | 37.8x | 3.3x |
| Mon, 26 Feb 2024 | €28.4b | €8.7b | €707.9m | 23.6x | 40.1x | 3.3x |
| Wed, 24 Jan 2024 | €23.1b | €8.7b | €710.4m | 15.1x | 32.5x | 2.6x |
| Fri, 22 Dec 2023 | €24.8b | €8.7b | €710.4m | 15.7x | 34.9x | 2.8x |
| Sun, 19 Nov 2023 | €22.3b | €8.7b | €706.2m | 15.6x | 31.5x | 2.6x |
| Tue, 17 Oct 2023 | €22.4b | €8.7b | €714.2m | 16.6x | 31.3x | 2.6x |
| Thu, 14 Sep 2023 | €24.8b | €8.7b | €716.5m | 26x | 34.6x | 2.9x |
| Sat, 12 Aug 2023 | €26.3b | €8.5b | €701.3m | 26.1x | 37.4x | 3.1x |
| Mon, 10 Jul 2023 | €26.3b | €8.4b | €853.2m | 17.4x | 30.8x | 3.1x |
| Wed, 07 Jun 2023 | €27.1b | €8.3b | €852.9m | 17.5x | 31.8x | 3.3x |
31.8x
How does Italian Apparel, Accessories and Luxury Goods compare with similar industries?
| IT Market | 0.96% | |
| Consumer Discretionary | 1.49% | |
| Luxury | 6.79% | |
| Apparel, Accessories and Luxury Goods | 6.83% | |
| Footwear | 7.92% | |
| Textiles | 3.02% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MONC Moncler | €55.86 | 8.4% +€1.2b | 1.5% | PE24.2x | |
| SFER Salvatore Ferragamo | €9.45 | 22.7% +€289.9m | 65.4% | PS1.6x | |
| OVS OVS | €5.60 | 5.4% +€69.6m | 48.1% | PE27.8x | |
| SFL Safilo Group | €1.63 | 5.4% +€34.9m | 81.8% | PE13.9x | |
| BC Brunello Cucinelli | €82.48 | 0.2% +€12.2m | -23.9% | PE41.5x |